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2015-04-16 14:10 | Report Abuse
gearing at 0.3x is very healthy already! It's no longer so called "high debt" worry. To get a normal valuation with peers, share price should go much higher. It's trading at 0.29x RNAV now, that's super low!
2015-04-16 14:09 | Report Abuse
it has huge landbanks actually. And since it focus on high end segment, now is not a good time to push too many projects out. Wait few years, when most of those recent foreign investments established their office or factories here, that is the time to push more projects out and i'm sure the profit margin will be much higher by then.
2015-04-16 00:41 | Report Abuse
RNAV 3.89, 30% discount would be 2.72 :P
2015-04-16 00:39 | Report Abuse
wow! 0.3x gearing! that's very impressive! bravo! 3.00 coming! :P
2015-04-16 00:22 | Report Abuse
ya...slow like a frog. haha. buy and forget better. look back one year later.
2015-04-15 17:00 | Report Abuse
i just ate more at 0.755. Ya, bullish sign.
2015-04-15 17:00 | Report Abuse
its balance sheet is one of the best in Oil and Gas sector, low gearing. So good to eat time if oil needs time to rebound. Dividend policy good so got angpow for waiting oil to rebound.
2015-04-15 16:58 | Report Abuse
small and not liquidate stock, so always slow to catch up. Today most O&G big cap up strongly. Oil price up and stabilizing it seems. Pantech may follow.....soon. finger cross. Its highest price is 1.15, which is 50% upside. My target maybe 1.00 quite good enough.
2015-04-15 04:16 | Report Abuse
When Koon ask you to buy, he is selling. So be careful.
2015-04-15 04:15 | Report Abuse
Forget about Mr. Koon. He is no other then fox, same as VT. Don't listen to him.
2015-04-14 20:15 | Report Abuse
always bully small investors. damn it! don't want invest in bursa anymore!
2015-04-14 19:43 | Report Abuse
1.20?! that i will vote reject big time!!!
2015-04-14 16:17 | Report Abuse
malton-LA is at above 1.00. The exchange ratio is 1:1. Does it make sense? Look at the queue everyday there to buy at above 1.00. :P
2015-04-14 00:27 | Report Abuse
it's a good privatization target, don't you think? no much debt, asset value at around 1.9x, power assets increasing with future recurring income. As long as got good management team taking over the existing one which is lack of execution ability (ie. dealing with politics etc), it should be a great choice.
2015-04-13 17:04 | Report Abuse
quite big makan at 1.40, i like, big fund continues accumulation.
2015-04-13 17:00 | Report Abuse
agree, according to TA, 1.25 coming... :P
2015-04-13 16:40 | Report Abuse
so it's not a surpirse. too bad....
2015-04-10 23:49 | Report Abuse
epf bought 18m shares at 1.78 and still holding it? really? that's a very positive news. bravo!
2015-04-10 15:20 | Report Abuse
but it also has quite a lot of assets. I think TP of 2.00 is quite reasonable? RNAV is 3.89 btw.
2015-04-10 15:18 | Report Abuse
TP? NTA (not RNAV) is 2.14. Well yes, it has quite a lot of debt though.
2015-04-10 01:29 | Report Abuse
i don't see that as support, i see that as accumulation. well, different eyes we have, maybe. haha!
2015-04-08 17:05 | Report Abuse
its recent PP at 1.00 right? if i remember correctly, it has not finished the proposed PP yet, only partially exercised. Please correct me if I was wrong.
2015-04-08 17:03 | Report Abuse
shan75, you got insider news? i haven't read that on public news channel.
2015-04-08 15:13 | Report Abuse
my TP is 2.00, 0.88 means nothing to me. :P
2015-04-08 15:12 | Report Abuse
ya, but most investors don't know how to read news, they have the nature of spoon feeding. Until an "expert" recommend to buy, they won't dare to buy. That's where we can buy cheap before hand. haha!
2015-04-07 16:28 | Report Abuse
catalyst is: only need 1 or 2 IBs write a paper on it, then share price can shoot up 100%. :p
2015-04-07 03:12 | Report Abuse
Thanks lambito for your generous sharing. E&O valuation quite high though, i'm waiting for below 1.80.
2015-04-02 21:18 | Report Abuse
Prem watsa's investment record has been excellent too. Hmm....interesting.
2015-04-02 21:18 | Report Abuse
google a little and read about this Fairfax. So it's an insurance company utilizing float to invest similar to Warren Buffet. And it had already entered Malaysia insurance business few years ago.
2015-04-02 15:50 | Report Abuse
warren buffet of canada, not india? haha!
2015-04-02 03:44 | Report Abuse
who's this james wong? got good management record or not?
2015-04-01 18:13 | Report Abuse
TTB talked shit all the time and he think parkson is a good long term investment? He is a joker sometimes.
2015-04-01 16:52 | Report Abuse
big volume today on purple color transactions. big investors changing hands at 1.01.
2015-04-01 16:26 | Report Abuse
haha! ya. so easy to become analyst.
2015-03-30 03:06 | Report Abuse
@Lambito, did you ask your remisier why buy this stock? Please share with us thank you.
2015-03-26 17:49 | Report Abuse
below 80 sen i also want buy a little more. keke...
2015-03-24 16:15 | Report Abuse
i hope malton won't become another hunza at the end saying no market interest on its stock therefore privatize at VERY LOW PRICE that benefit ONLY the major shareholders. Too bad. market is unable to nail undervalued stocks. What to do.
2015-03-24 15:21 | Report Abuse
time to privatize this company....haha!
2015-03-23 16:19 | Report Abuse
possibly FF back on selling around 4pm. seeing big volume on large caps selling down. and also see support, probably comes from local institutions.
just added more airasia at 2.19.
2015-03-23 16:07 | Report Abuse
what 7190?
ya, agree. fast drop is good. i like. better then slow and silent drop.
2015-03-23 15:08 | Report Abuse
low oil price may not have huge benefit for airasia since they hedge the oil price. In addition to this, airasia's major revenue comes from malaysia market and RM is weak, so this lower its margin.
Stock: [TROP]: TROPICANA CORPORATION BERHAD
2015-04-16 14:12 | Report Abuse
luckyman, the link does not work.