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2015-03-20 02:05 | Report Abuse
big shark buy usually price downwards. Look EPF action and it's clear. But why fairfax keeps buying I have no idea.
2015-03-15 20:29 | Report Abuse
share price up or down is highly depending on investors' sentiment. The earnings from the power plants will be tiny as compare to its construction arm for mid term. Take a look at Eco World. Even though it has strong future growth potential, however, according to CIMB's forecast, its current PE is as high as 64x/35x/22x at recent price of around 2.10. My point is, share price highly depending on investors' sentiment. The effect is exponential since TP looks at future (2 to 3) financial years ahead.
2015-03-13 10:25 | Report Abuse
haha! they like to speak for future. Look at the Puncak and you know. Before that, all push up their TP for "possible deal" with Selangor Gomen. Now, Gomen says no for now, they all lower TP big time. This speculators, haha!
2015-03-13 03:28 | Report Abuse
FF continue buying more then 1m shares. Nice.
2015-03-09 03:44 | Report Abuse
Koon is back in forum, and many shooters open fire. I can't help it and open shot too. Sorry, I just can't help it. He's too fake!
2015-03-09 03:43 | Report Abuse
A good teacher will not keep telling people i bought how huge amount of this and that stocks. This kind of "strategic words" is a trick to attract weak mind and give them comfort. This is not the way to share experience. Just take a look at WB, unless someone asked him, he almost never mention stock name, he just teach and share experience and give broad idea of the market. It's quite obvious actually. So, "smart people" who admire Koon, be smart, think again.
2015-03-09 03:38 | Report Abuse
Koon bought enough, then he started talking, time to sell.
Koon sold enough, then he started talking, time to save his reputation.
if Koon is a nice person who just like to share knowledge and experience such as how he put himself, he wouldn't do this.
Koon said those who agree with him are smart, and those who disagree with him are idiots. This sounds familiar, BN said this all the time. So Koon is BN con?
Koon brother with Dali, both are magicians who play tricks and the winner is always themselves, not you and me.
Thank you Koon for coming back. God bless you and wish you welcome God as your guardians.
2015-03-04 16:50 | Report Abuse
they bought 39m shares in past few months.
2015-03-04 16:49 | Report Abuse
wait for few days and we'll know if fairfax starts selling their stake.
2015-03-04 01:53 | Report Abuse
who is Anto? Is he one of the director?
2015-03-01 00:26 | Report Abuse
MirageHotelPD, I haven't seen any update on Pavillion 2 project, Malton is really super weak on IR. So you know it's in progress just fine? What's the estimated completion date? 2016?
Thank you for your info, appreciate that very much.
2015-02-27 15:27 | Report Abuse
volume is so low. I guess majority of retail investors already cashed out long time ago. Now left only big fund investors?
2015-02-27 14:53 | Report Abuse
i still holding my position. i wish it's not a bad move....
2015-02-27 14:53 | Report Abuse
i expect low profit but not expecting net loss. damn!
hopefully the india power plant can fire up and earn good profit ahead....hopefully....
2015-02-27 06:01 | Report Abuse
the LA and the mother share has a strange relationship before all the LA converting into mother share. Anyone has any idea of their relationship? key concern: is there a chance for the mother share or the LA to move above RM1 (the LA's conversion price)? Or, there shouldn't be any issue for both to move even far beyond RM1?
2015-02-25 15:13 | Report Abuse
the malton-LA convertion rate into mother share is 1:1 right?
2015-02-15 05:47 | Report Abuse
i think the market mainly watching its gearing. if able to lower to below 0.4x, i bet share price can shoot up at least 30%. haha!
2015-02-15 05:45 | Report Abuse
rich, free warrant is nothing good at all, that's simply eps dilution. no?
2015-02-14 04:55 | Report Abuse
unlocking assets value is the key driver for this stock.
if it continue unlocking, price will move up.
if slow to unlock, price can't move.
2015-02-12 22:59 | Report Abuse
This 2 days collected at 1.03-1.04
2015-02-12 09:38 | Report Abuse
eps 14.24 sen, means PE of 7.3x for 1.04 price.
unbilled sales 2.7b, market cap is 1.45b.
nav 2.14, price 1.04.
net gearing 0.5x after disposal of Tropicana mall and office.
hmm.....TP should be.....judge your own. :P
2015-02-10 21:59 | Report Abuse
ya, i'm interested to know too. It seems only fully PP yet as its share price has been low. PP at 1.00 before share price is kind of a joke, investors can always buy from open market if they are not rushing to get a large stake.
2015-02-09 03:46 | Report Abuse
i see. I thought all of it. Thanks for clarification ickywin. :)
2015-02-08 02:24 | Report Abuse
bought land for 1.2b then sold for 470m, that's not business, that's "business". that's why its valuation remains lowest. what to do, no integration management.
2015-02-08 00:09 | Report Abuse
i eat at 1.03 on friday. if go down below 1, waiting to eat more at 0.97
2015-02-06 16:38 | Report Abuse
book value (not RNAV) valuation is super low though, about 50% discount.
2015-02-06 16:37 | Report Abuse
big buy on 27/1 at 1.06-1.15.
recent lowest at around 0.95.
so judge your risk profile if play this.
2015-02-02 15:50 | Report Abuse
however, I do not put his bias on his fund's performance. I think they are different things.
2015-02-02 15:49 | Report Abuse
icap articles keep saying US share market will collapse, but also at the same time keep saying US economy has already turned healthy and growth has stabilized. After months, he still didn't dare to put a long term view on Dow's long term target. What does that mean? He can't predict (anymore)? Lack of knowledge? Or what? Can he avoid to give opinion like that? Well, he gives 50% market crashing for bursa (800 points), and 100% market gain for HKSE (50k), and unknown market condition for US.
2015-01-28 03:48 | Report Abuse
RI at 1.43? hmm....maybe try to pick up at 1.60-1.70...
2015-01-27 16:42 | Report Abuse
i see selling exhausted at this price. again, judge it yourself.
2015-01-27 16:41 | Report Abuse
the chart....says.....slow and steady accumulation.....don't believe in me, judge it yourself please. :)
2015-01-27 16:24 | Report Abuse
in long term, i wait for it to become the power reit in bursa. But please maintain the dividend yield. :P
2015-01-27 16:22 | Report Abuse
book is around 2.25 if I remember correctly.
2015-01-27 15:01 | Report Abuse
did you check out the TA graph? :)
2015-01-21 18:27 | Report Abuse
O&G stocks rebound strongly, except Pantech. And specking of risk level, Pantech is lowest. So, what's going on? Mr. Market is brainless, that's what going on. :P
2015-01-15 16:54 | Report Abuse
icap had removed malton's buy call, saying reason is "uncertainty". however, they still maintain huayang's buy call. Why? huayang high gearing, lacking landbank, although low cost housing. Malton not consider high end, just mid cost housing. Trading at big discount to NTA with lots of landbanks. And it's that bad? wondering what's the reason. And ICAP never explain much, they just put one word: uncertainty. Well, ICAP also removed buy (or is it hold?) call from Tambun. So huayang is better then tambun? also wondering why. I find icap quite political sometimes.
2015-01-15 16:49 | Report Abuse
PP at 1.00, malton-LA trading at around 1.00 (with quite some buyers queuing), and malton is trading at 80+ sens? something weird happening....haha!
2015-01-02 22:49 | Report Abuse
how do we verify that is your real return? I can't see your portfolio. :)
2014-12-23 14:23 | Report Abuse
best to privatize it, so cheap now. Haha! Recent report NTA is 2.22. hehe....
2014-12-23 14:21 | Report Abuse
Wondering what this Fairfax fund buying it for. Already bought 6.68% stake.
2014-12-22 16:43 | Report Abuse
oh wait. the bursa announcement seems different. it only PP 20m shares this time, at 1.00. So only 4.6% new shares.
Stock: [PAVREIT]: PAVILION REAL ESTATE INV TRUST
2015-03-23 03:58 | Report Abuse
the start of "enough rally on reits"....perhaps. :P