what is happening ?

will they be able to pay RM0.5 per share this upcomign quarter ?

i thought budget was good for affordable homes. No boost to lagenda?

calvin's rhetoric is getting boring

why dropping?

the old CFO left since September 2023. So they were without one for along time.

would have exepcted a 50% return... RM 1.20 >>> RM1.80

what new news?

they got so many reputable partners, Sime Darby, Selangor Gov ... cant make the issue go away?

no goreng also

what is "act" rich investors ? as in pretending to be rich investors ?

hahah. thanks for the comfort and optimism mr. chopstick. :)

alternatively, they should sell more beyond just the Malaysian market. Their new facility has the capacity. Just need to further market it to other countries. Receiving foreign currency would be good as well.

FFB Rev is already RM800m whilst DLSB is RM1.4b. The difference is FFB took only a few years whilst DLSB has been here for decades. Hope it doesnt turn into a Nokia story , failing to innovate.

Why goreng next week ? Good new news ?

Farm fresh has been innovating and expanding it's product line like crazy. Don't see the same level of creativity from Dutch lady.is this a good thing or bad thing , I don't know. A wider line of products means higher wastage and may not scale., but then again it opens up the opportunity of higher margin.

I don't know to be happy or sad with FFB. Hopefully it doesn't impact Dutch lady that much since it doesn't have butter or ice cream

any updates from MACC which is not mainstream news ?

@CharlieM not unreasonable time line.. Probably a RM70 by year end is possible.

Puts is squarely on a 40x PE at a RM110m profit , annualised PAT for Q1 of RM27m which I can only expect to improve in the coming quarters.

when go to RM 120 ?

who is this new investor ? cant find much information on them...

@Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

no point comparing with old times. Thats already 9 years ago

u think la how to find business with 20% margin. it wont be sustainable because everyone will be attracted to that business. There is Farm fresh now.. of course there is bound to be competition.

Has any research house perform a Sum of Parts valuation on Insas before ?

please exchange phone numbers and keep your disputes private.

pang72 and dompeilee should exchange phone numbers and whatsapp each other

milk prices was fluctuating during the 2020 - 2023 ,moving higher which resulted in sale of milk repricing to retailers. However, now milk prices (as a cost of goods sold) has come down a fair bit which will be positive for DLSB

DLSB will reach RM 80 eventually.

Average PE 27x X RM 190 million / 64 million shares = RM80

Dlady is Dutch. Not germany

Friesland campina being the largest shareholder focuses on dividend payouts and would maximise that. Retained earnings in DL has been building up over the pass few years as they have been paying less dividend in order to fund the new factory at Enstek. So now in its final year , dividends will start flowing again and that should be the consideration is setting a target price.

If they can profit RM150m (which is a possibility) and pays our a dividend of RM2 ( RM128 million payout). Yield it back at 2.5% will give a share price of RM80 . Even at 3% its a RM57 share price. At current prices, its a long way to go.

FFB should focus. They diversify way too much ,etc 2 ice cream brands , way too many milk brands.. margins may be fatter... but too diversified may also result in lower efficiency.

question is who is buying ?

EPF no longer substantial shareholder. Wont be able to tell anymore how much they are selling. But I suspect there is too much at stake given their average acquisition is at RM0.66 per share ( As per Bloomberg)

Agree with the dividend. Even with token dividends, its not as bad as an inconsistent payout. A telco tower business is more or less with a guaranteed cashflow. No reason why they cant pay "Some" dividends.

@jackjason I checked on the previous years and it is a recurring expense. Reading it carefully, the insurance coverage is RM10 million with the premium being RM 11,685. Not that the company paid RM10 million.

whats happenin ?

What's happening guys ? 36 ?

Anyone here knows what happened at the AGM ? looks like got some movements in the directors and audit / remuneration committee...any one got insight ?

38 cents I mean

What happened this morning ? Sell down to 36 cents

@cescloh1995 , not related to OCK. I am trying to illustrate OCK's valuation given the latest Tower transacted price.

Based on edotco's latest acquisition of the Phillipines towers at USD270k tower would put OCK's value at more than RM5 Billion. Even if I give an 80% discount (arbitrary) to the tower value, OCK should still be worth at least RM1 billion which is about RM1.xx per share... So i still dont understand why the market under values the stock

Why was EPF selling for an entire month and now started buying OCK again ?

why dropping?

Can u guys please learn to read bursa announcements instead of just looking at thread messages

So basically only one project was awarded to Redtone under Jendela 1 ? No other project awards ?

whats happening next week?

OCK didnt bid for any LSS4 projects ? Did not see their name in the award list.

every other day there is some write up on Jendela... however, all this news doesnt seem to move the stock.. i wonder why ? Are the projects going to other companies ?

please recommend misai

From day 1 , misai was always negative about the stock. now that he mentioned "time to collect", it must be time to collect