大马城近期会有合约并购 S&P Agreement for Bandar Malaysia project to be inked soon
Author: kiasutrader123 | Publish date: Fri, 19 Jul 2019, 1:57 PM



https://klse.i3investor.com/blogs/KLGLORYFURY/215946.jsp



Bandar Malaysia分为2个股权，40%由大马财政部持有，剩余的60%由

联营公司IWH-CREC持有。

联营公司IWH-CREC当中, IWH拥有60%股权，而CREC只持有40%。

意味着IWH持有大马城的36%(60%x60%)

而IWH有两个股东，一个是KPRJ柔佛人民基建公司(柔佛州政府子公司)，

持有37%，另一个是丹斯里林刚河，持股63%。IWH的子公司是IWCITY,

持有IWCITY 38%

另一方面，丹斯里林刚河也直接或间接持有EKOVEST 32%股权。这意味着

EKOVEST和IWCITY, IWH的老板都是同一个人，也就是丹斯里林刚河。

早在几年前EKOVEST就曾以每股RM1.50购入IWCITY的剩余62%股权，由

于当时缺乏了大马城，加上拥有的大幅地皮都在南部，不值钱，所以遭

到了股东的反对。


随着大马城的计划重新给回IWH-CREC,IWCITY是否重新浮现价值?

而丹斯里会不会故技重施，将EKOVEST和IWCITY进行合并?

或者将所有子公司进行合并?

让我们拭目以待。

You see what happened in the past few months, HSR sure will be revived lah sooner or later
China wants it to complete One Belt One Road
Later announced, Hoho…you tell me how many billions more will add on top of the current RM 140 billion GDV Bandar Malaysia

Bandar Malaysia worth RM 140 billion
Ekovest market capitalization now is merely RM 2 billion
You think Botak and insiders satisfied with such small money? :)
Current price is auction price

https://www.thestar.com.my/business/business-news/2019/04/25/kuala-lumpur-set-to-become-smart-city-next-year/

Alibaba Cloud is already here

Alipay is already everywhere in Malaysia.

Alibaba needs a magnificent headquarters in KL Bandar Malaysia as the Regional Center south east asia.

If you wait until everything is confirmed baru buy also can – but the price tag will probably be RM10.00 :)

The Edge Financial Daily April 25, 2019 08:57 am +08

Dr M to meet China leaders today over palm oil, ECRL, Bandar Malaysia

https://www.theedgemarkets.com/article/dr-m-meet-china-leaders-today-over-palm-oil-ecrl-bandar-malaysia

The ECRL and the Kuala Lumpur-Singapore high-speed rail (HSR) form a significant part of the Belt and Road Initiative as China’s intention is to build the connectivity among countries across Asia through railway infrastructure.

However, the HSR, which initially planned to have a station in the Bandar Malaysia project, has been shelved indefinitely. It is worth noting that China Railway Engineering Corp was said to be keen on the massive real estate development in Bandar Malaysia mainly because building the HSR was part of the plan. The state-owned enterprise once said the HSR should be built even without a stop in Singapore.

The HSR project could hog the limelight here given that Singapore’s Prime Minister Lee Hsien Loong is also in Beijing to meet the Chinese leader.

“It will draw major international financial institutions, multi-national corporations (MNCs) and Fortune 500 companies to locate their regional headquarters in Bandar Malaysia.

“In addition, tech giants such as Alibaba and Huawei have also manifested interest to establish their ICT (information and communications technology) centres,” he said.

Bukit Bintang City Centre (BBCC) GDV RM 8.7 billion

Tun Razak Exchange (TRX) GDV RM 40 billion

East Coast Rail Link (ECRL) project costs RM 44 bil


Bandar Malaysia (not yet including KL-SG High Speed Rail HSR) GDV RM 140 billion

16 times!!!!!!!!!!!!!!!! of BBCC
3.5 times!!!! of TRX
3 times!!! of ECRL

This is ONE-IN-A-LIFE-TIME Super Mega Giant development – you will never see such BIG BIG project again in your life

What are you waiting for??

Last chance to buy below RM 1.50 :)

千載難逢的机会

Probably tomorrow in Beijing Tun M and Xi Jinping will witness Bandar Malaysia signing ceremony between IWH-CREC and Malaysia.
Don’t be surprised if you see Botak in the picture :)

Tun M is scheduled to visit Beijing from April 25-28 (Thursday to Sunday)

Read more at

https://www.nst.com.my/news/nation/2019/04/482343/saifuddin-dr-ms-china-visit-heralds-new-chapter-relations

https://www.thestar.com.my/news/nation/2019/04/19/pm-set-to-join-major-china-summit/#K1XxfI1gQyUKJsER.99

You think at this point of time Botak can tell you directly the PP money is for Bandar Malaysia? Use your brain please :)

Think Think Think

Read Read Read

https://klse.i3investor.com/blogs/kianweiaritcles/203520.jsp

- it would take an idiot to surmise that he won't inject into these two companies.

Surely Ekovest would be the lead player followed by IWCity.

Then why deny Ekovest and IWC is not involved in Bandar Malaysia? Obviously they are not involved for now, because botak will only be negotiating with China this week! Has not even done deal, it is IWH the jewel that will be involved. Question is, botak has only 2 listing companies to raise funds in the future, and what does it tells you? Definitely have to raise funds lah!

Any sell down tomorrow is a ticket to a new Gamuda. Remember, Gamuda once hit a capitalisation of RM15b market cap, and Ekovest is just RM2b now, even with a share swap of IWH and Ekovest , Ekovest's future is too bright to be true. And what about IWC? It will be injected after IWH is injected into Ekovest. Thats my take. Stay calm and buy Ekovest when it dips below RM0.80 (if there is) and it wont be long.

Why EKOVEST?

(1) IWC has insufficient funds and lack of earnings to support such a big project

(2) IWC has failed before when they tried to acquire IWH

(3) Ekovest has 304mil warrants that will expire by 25 June 2019, almost 65 days from now. Assuming full exercise, Ekovest could raise RM150m for the company, and it can used to pay back IWH later.

(4) IWH-CREC has to pay additional RM500m, and IWH owns 60% of it. Therefore, RM300m is needed. IWH could take a bridging loan and repaid by Ekovest in the future.

(5) Ekovest's intention is to go into property. They have specifically mentioned that Ekovest intent to venture into property when they proposed to acquire IWC 2 years ago.

Bagger Hunter

Author: Primeinvestor

Recall that 2 years ago, when IWC announced they will acquire IWH and Bandar Malaysia will be injected into IWC, shareholders were questioning the rationale and in the first place, does IWC have the power to raise funds to support such a huge project? This deemed RTO of IWH is questionable as IWH was not generating much profit that period

IWC subsequently cancelled this transaction, as the deal had been hijacked by Rosmah by pulling in Malton and Tan Sri Desmond as the back up. It subsequently failed as well as China was questioning the rationale of Wanda and why CREC is forced to back out from this deal.

https://www.freemalaysiatoday.com/category/nation/2017/05/04/dispute-arises-as-bandar-malaysia-deal-collapses/

IWH CREC said in a statement last night: “IWH CREC is concerned with the content of the termination notice and the subsequent press release issued by TRX City, which, given the factual matrix, does not fully and accurately reflect the circumstances and conduct of the parties in this matter.

“IWH CREC takes this matter very seriously and is at present reviewing the content of the termination notice and press release with its advisers and legal counsel.”

After Najib upset the government of China as Rosmah was eyeing for this fat juicy piece of project, this project was basically stopped even though they said MOF was looking for new master developer! And what happened? Nothing..

Since then, Lim Kang Hoo aka botak has gone to a new horse, supporting Dr M, and with that he also showed his loyalty by buying the loaf owned by our prime minister. With our prime minister looking out to China again to continue ECRL, why would the Chinese be willing to cut costs and give more local participation to Malaysia's contractors? Could it be that the revival of Bandar Malaysia, is part of this deal? Note that this project thas made the Chinese angry because of Najib &Rosmah, and now there is a chance of them participating it again? Perfect story

Why EKOVEST?

(1) IWC has insufficient funds and lack of earnings to support such a big project

(2) IWC has failed before when they tried to acquire IWH

(3) Ekovest has 304mil warrants that will expire by 25 June 2019, almost 65 days from now. Assuming full exercise, Ekovest could raise RM150m for the company, and it can used to pay back IWH later.

(4) IWH-CREC has to pay additional RM500m, and IWH owns 60% of it. Therefore, RM300m is needed. IWH could take a bridging loan and repaid by Ekovest in the future.

(5) Ekovest's intention is to go into property. They have specifically mentioned that Ekovest intent to venture into property when they proposed to acquire IWC 2 years ago.

https://themalaysianreserve.com/2017/12/04/ekovest-iwc-merger-provide-long-term-value-shareholders/

Then why deny Ekovest and IWC is not involved in Bandar Malaysia? Obviously they are not involved for now, because botak will only be negotiating with China this week! Has not even done deal, it is IWH the jewel that will be involved. Question is, botak has only 2 listing companies to raise funds in the future, and what does it tells you? Definitely have to raise funds lah!

Any sell down tomorrow is a ticket to a new Gamuda. Remember, Gamuda once hit a capitalisation of RM15b market cap, and Ekovest is just RM2b now, even with a share swap of IWH and Ekovest , Ekovest's future is too bright to be true. And what about IWC? It will be injected after IWH is injected into Ekovest. Thats my take. Stay calm and buy Ekovest when it dips below RM0.80 (if there is) and it wont be long.

Goodluck

https://klse.i3investor.com/blogs/baggerhunter/

"Hence this time around, it is likely that Ekovest would be the lead company. "

"it would take an idiot to surmise that he won't inject into these two companies. "

"The announcements by both companies after market close was NECESSARY based on full disclosure."

Publish date: Tue, 23 Apr 2019, 9:54 AM

IWCity and Ekovest - SalvadorDali

Its been a long, long, long while we haven't seen such a robust market like today. Ekovest and IWCity led the way. Both closed up limit up with substantive volume. The announcements by both companies after market close was NECESSARY based on full disclosure.

Naturally, this set tongues wagging that its all for naught. Really... is this our first rodeo??? Many big projects are awarded to private companies or joint ventures because it is easier to sort out details without revealing too much to the market. Subsequently, they usually will be injected into linked listed companies just based on the nature of project and capital requirements.

You cannot expect market investors to ignore such news because both companies are tightly controlled by LKH. A stock market is a forward discounting machinery. Judging from the longevity of the project and the massive capital requirements, and the fact that he has already listed companies in the correct sector - it would take an idiot to surmise that he won't inject into these two companies.

Surely Ekovest would be the lead player followed by IWCity. Remember when LKH got the same project before being unceremoniously taken away by you-know-who ... it was supposed to be injected into IWCity but the insufficient profits there made fundraising a problem. Hence this time around, it is likely that Ekovest would be the lead company.

IWH in the jv owns 60% of the project and would need to pay its share of the RM500m = RM300m. Ekovest has a warrant expiring June 2019 which should bring in RM150m. Thus making the fundraising relatively easy. To do something else (e.g. keep the jv private; use another listed vehicle, etc..) would be multiple times more onerous.

Nonetheless, it is likely that some selling pressure may occur tomorrow but I expect the whole thing to rebound swiftly. (p/s I hereby declare I have zero holdings in both companies or its warrants). Buyers will have to grit their teeth and brace for the volatility.

Reading comments from i3 would lead me to conclude that there are too many newbies in the markets, or less than sophisticated investors. There is no need to jump and be startled on the news. It shouldn't be your first rodeo.

p/s this is just my opinion and not a recommendation to sell or buy

https://klse.i3investor.com/blogs/kianweiaritcles/203520.jsp

:)
Sarawak O&G players set to gain under Petros

PETALING JAYA: Sarawak oil and gas players are set to benefit as the state transitions into the new administration of its oil resources under Petroleum Sarawak Bhd (Petros), with plans to increase local participation in the industry.

UOB Kay Hian Research singled out Serba Dinamik Holdings Bhd as among the major beneficiaries, aside from other Sarawak-listed companies like Dayang Enterprise Holdings Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

, Petra Energy Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

, KKB Engineering Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

(via OceanMight) and Brooke Dockyard.

The research house recently attended the Sarawak oil & gas seminar and exhibition, said the issues covered during the conference included Petros’ plans, and matters relating to vendor development and reserves data.

By end-2019, it said, Petros would take firm action to implement the state’s mandate, particularly in relation to revenue sharing and local participation.

“We believe this is necessary to kick start delayed greenfield projects,” it said in a note.

The research house, which maintained its “market weight” stance on the sector, said Petros CEO Sauu Kakok clarified during the seminar that their key targets included driving more share of revenue from Sarawak O&G resources and boosting participation of Sarawakians.

Petros, it said, was actively working towards meeting the “hard target timeline” of Dec 31 for measures including setting up governance policies.

“This implies that the one-year grace period for Petronas, Putrajaya (and its key advisors), and Sarawak state will conclude.

“We understand further delays are unlikely as all stakeholders are working hard to reach firm agreements,” the research house said.

Petros, which was set up in August 2017, is in charge of regulating upstream production, governed under the oil mining ordinance 1958. It is also regulating the gas distribution governed under the distribution of gas ordinance.A technical session during the seminar revealed that the Sarawak basin has 23% of Malaysia’s oil and 51% of natural gas.

For the overall sector, UOB Kay Hian said many O&G stocks remained “too locally dependent”. It noted that Petroliam Nasional Bhd (Petronas) would focus on overseas upstream capex, while domestic upstream capex is set to improve from RM12bil in 2018 to RM15bil in 2019.

“We understand local activity levels have generally increased, especially for maintenance/brownfield works, with maintenance, construction and modification contractors like Dayang Enterprise and Petra Energy guiding high activity levels in 2019 although rates remain low,” it said.

The research house said it favoured internationally competitive companies, like engineering, procurement, construction and commissioning and storage operator Dialog Group Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

and Yinson Holdings Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

.


Read more at https://www.thestar.com.my/business/business-news/2019/04/18/sarawak-og-players-set-to--gain-under-petros/#WuP28tcgtbPcMekz.99

xxxxx
All the EVIL investment banks’ CALL WARRANTS already expired/stopped trading yesterday. No longer need to manipulate by IDSS.
The next ones’ Maturity Date is in June, after 3Q19 quarterly result.

Brent Oil hitting US$68

So happy kyy is out already

Xxxxx
Remaining Evil IBs’ doing:

5199CL (HIBISCS-CL)
Last Date & Time for Trading : 26/02/2019 05:00 PM
Date & Time of Expiry : 01/03/2019 05:00 PM

5199CK (HIBISCS-CK)
Last Date & Time for Trading : 13/03/2019 05:00 PM
Date & Time of Expiry : 18/03/2019 09:00 AM

After 13/03/2019, will fly higher and higher all the way to May end the next QR.
But you can never predict the Market. You must buy now to be rewarded patiently otherwise you’ll not be able catch and miss the boat.

Xxxxx
Evil IBs’ doing:

5199CJ (HIBISCS-CJ)
Last Date & Time for Trading : 22/02/2019 05:00 PM
Date & Time of Expiry : 27/02/2019 09:01 AM

5199CL (HIBISCS-CL)
Last Date & Time for Trading : 26/02/2019 05:00 PM
Date & Time of Expiry : 01/03/2019 05:00 PM

5199CK (HIBISCS-CK)
Last Date & Time for Trading : 13/03/2019 05:00 PM
Date & Time of Expiry : 18/03/2019 09:00 AM

After 13/03/2019, will fly higher and higher all the way to May end the next QR.
But you can never predict the Market. You must buy now to be rewarded patiently otherwise you’ll not be able catch and miss the boat.

Hahahaha~

9-Feb 50.5

12-Feb 50.5 +5.5 56
13-Feb 56 +2 58
14-Feb 58 +2 60
15-Feb 60 +1 61 Happy CNY

19-Feb 61 +2 63
20-Feb 63 +2 65
21-Feb 65 +2 67
22-Feb 67 +2 69
23-Feb 69 +2 71

26-Feb 71 +2 73
27-Feb 73 +2 75
28-Feb 75 +5 80 Fantastic 4 QR Out

1-Mar 80 +20 100 Fly!

If you don’t have a dream then you are a living zombie

1) Profits increased for 2 consecutive quarters (Q2 and Q3) already! Fantastic 4 will be announced in several more trading days, anytime from now

2) q3 Revenue 269M, Net Profit 34M, NP Margin 12.68%, EPS 3.04, QoQ +55.32% can’t find better stock esp. < RM1

3) very low PE

4) strong Coke spot average in Q4, strong Coke futures

5) Q4 Spread between Coke and Coking Coal. is on average 8% higher

6) By-products higher selling price, such as Coal Tar, Coal Oven Gas (COG) which could make extra Millions ringgit profit

7) very likely additional profits from Hedging

8) Increase of production volume Oven 1,2,3 + Oven 4 and 5

9) Reversal of PPE impairment, HUGE gains possible

10) low transportation cost

Dream BIG BIG

2018-02-09 08:14:00

China coke futures at near 7-week top on upbeat outlook

Chinese coke futures rose for a sixth straight session on February 8, trading near their strongest in more than seven weeks, over optimism that steel mills will replenish stockpiles of the raw material after the Spring Festival holiday.


Steel producers and coke plants in 28 Chinese cities were ordered to slash production since mid-November as Beijing fights smog, while production in other regions had slowed ahead of the week-long holiday that starts February 15.


"With physical coke prices having fallen to production cost level and mills' inventories low, we are positive on coke prices after the holiday as mills would replenish stocks to prepare for restarts," said Zhao Chaoyue, a Merchant Futures analyst in Shenzhen.


The most-actively traded coke contract for May delivery on the Dalian Commodity Exchange DCJcv1 closed up 0.4% at 2,147 yuan/t ($339/t) on February 8.


It had touched an intraday peak of 2,160 yuan/t earlier, near February 7's high of 2,167.5 yuan/t, the strongest since December 18.

http://www.sxcoal.com/news/4568522/info/en

If you compare turnover, profit and margin, HUAAN is far better than many so-called good stocks being promoted by those IBs and Bloggers lo

HUAAN makes a lot of profit and is very undervalued, not other goreng -goreng shares talking about future profit lo

Yalo, we just Hold and Add let them eat themselves lah!

飛吧~

來liao!

very very Oversold lo, will Rebound strongly soon

9-Day 14-Day 25-Day
RSI 15.625 42.105 57.241

**>70 is overbought while <30 is oversold.

2018-02-08 06:34:00

Chinese coal and coke futures extend gains on restocking

Chinese coking coal and coke futures rose for the fifth straight session on February 7 as traders said steel mills were stocking up on raw materials ahead of a hoped-for resumption of full production after the upcoming Spring Festival holiday.


Coke futures on the Dalian Commodity Exchange DCJcv1 rose as high as 2,163 yuan/t, the most since December 19, and were up 1.4% at 2,146 yuan/t by 0234 GMT. Coking coal DJMcv1 rose 0.5% to 1,368.50 yuan/t.

Hmm…
Metallurgical Coke Futures is up again!
RMB 2,085.00 +1.39%

Hmm…
Metallurgical Coke Futures is up again!
RMB 2,056.50 +1.83%

Hmm…

10) What is the dividend payout ratio?
Hua-An Group is targeting to distribute approximately 20% of profit after tax as dividend.

If HUAAN announced dividend, even it’s a small one
HUAAN will rocket to Sky High!

Hmm…
Finally Bonus Issue is announced.
Look forward to the upcoming 2QFY18 quarter result.

Low Volume, Price Steady, Buy Rate above 50%, KLCI breaks 1840, these are the indications HUAAN will fly this afternoon!

Q3 result was announced on 30-Oct-2017, within one month

Announced Date Quarter Revenue NP to SH NP Margin ROE EPS QoQ YoY
30-Oct-2017 30-Sep-2017 269,297 34,147 12.68% 9.81% 3.04 +55.32% +434.91%

HUAAN is very profitable, no other goreng-goreng stocks lo

Fantastic Q4 result will be out anytime from now lo. HUAAN is keen to show investors they are back for good lo.

*** Buy stock within your means. Do not contra, do not speculate, do not use borrowed money urgency money to buy stocks.

KLCI is clearing the 1840 hurdle in any moment, Bullish!

Hmmm…
Those who are selling now are Really Stupid lo.
Very Good Q4 Result will be out anytime from now.

I like what’s happening now. Wash out all the Contra Players, Speculators before HUAAN fly higher. They must be panic selling now.

Due to all the Good Comments from Supporters and Nonsenses from Jokers, tomorrow HUAAN 0.67 to 0.705

Fully agree with Betta68, HUAAN tomorrow exceed 0.60

Me too.
I used to in out in out years ago made small gains many times but end up lost it back all together with capital.

Afterwards I changed my strategy, find a good Profitable stock and hold, then finally I earned my first bucket of gold.
It tough to hold but at the end your patience and perseverance will be handsomely rewarded.

Now I found another one: HUAAN, I am not going to let go no matter what people say, unless it is not making profit anymore.

Another lesson learned in the past is do not use borrowed and urgent money to buy stocks, buy within your means.

The last time rahsia_pelabur blog about HUAAN, it fly 30% in just a few days.

CHINESE NEW YEAR 2018 STOCK:
Author: rahsia_pelabur | Publish date: Sun, 21 Jan 2018, 11:36 AM

After make a systematic analysis, below are the 3 top picks for rally CNY just around the corner

3. Huaan TP : RM 1.15

https://klse.i3investor.com/blogs/SASARANHARGASTOCK/144933.jsp

Quickly buy back HUAAN the first thing Monday morning welcome you on the same boat again.