iafx

iafx | Joined since 2012-11-02

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Stock

2013-11-07 16:24 | Report Abuse

hmm... if fund kicks in, the vol would 10x given this ctr only 5x cents.

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2013-11-07 16:01 | Report Abuse

would u mind show us? :D

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2013-11-07 15:21 | Report Abuse

homeriz seems to have more price upside... this one is goooood but a bit on the high side to hold longer. anyway, yr $ yr choice!

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2013-11-07 12:43 | Report Abuse

wooo... 33% higher than mine at 29% nett :D

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2013-11-07 12:36 | Report Abuse

in last thestar interview, that's where the say of arbitrary process kicks in. the deal can STILL go thru at current price while let the court justify if any additional compensation to be made (the tariff gap). in this sense the state gov will pay the extra in a PROPER MANNER without getting bash.

well, these ppl never need to carry water, what do they know about the pain? sigh.

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2013-11-07 12:17 | Report Abuse

juz like flbhd? homeriz cash in hand is very good too.

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2013-11-07 12:15 | Report Abuse

hmmm... if gamuda gets Kesas then sell of SPLASH become more urgent, gamuda can't do much with SPLASH anyway, less one problem for the big picture. in this case, the event probably "encourage" both puncak and MB to be more "flexible" in the final piece.

1 thing for sure, how 2020 vision can be true while "developed" state like Selangor, u still c ppl carry water up/down/up/down... best part, it's raining seaon, sigh!

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2013-11-07 11:44 | Report Abuse

cash company + product greatly benefit from eu/u.s recovery

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2013-11-07 11:39 | Report Abuse

hmmm... eu/u.s recovery will benefit furniture, wood material biz

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2013-11-07 10:53 | Report Abuse

if u look at non stop share buy back since 25/10, would u think the opposite? :D :D :D

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2013-11-07 10:15 | Report Abuse

borrow HLIB number, Kesas 03'13 total debt is 253m, Gamuda now offer 875m for 70% stake, deduct debt 177m (253m x 70%) gets 698m. ratio of 3 pkns: 2 pnb: 2 amprop, amprop gets 209m CASH. 209m / 577m ordinary shares = 36c CASH per share.

if the offer is NETT, then it will be 43c CASH PER SHARE. this is not clearly indicate in the LO. anyway, whichever way u look, v r talking about at least 36c CASH per share.

by the time amprop announce special dividend then only retailers will rush in, as usual :D :D :D

actually, with or without this deal, amprop new solar plant is set to bring annual 11m income, plus hot properties sell in London... current price is truly a steal. well, that's securities market, nothing is always expectation... but time will tell :D

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2013-11-07 09:34 | Report Abuse

zebra style?

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2013-11-07 08:52 | Report Abuse

該行認為,雪州發展機構(PKNS)、國民投資機構(PNB)及大馬房產(AMPROP,1007,主要板房產)會要求該公司提高收購價

http://www.chinapress.com.my/node/472715

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2013-11-06 17:40 | Report Abuse

LO says 250m cash for 1m ordinary shares + 93.2m preference shares at $1 each, that's 2.65x already. such a good cash deal, yet ppl take profit today... actually, this offer also reflects juz how low amprop is currently trade against it's *real* NAPS, even if the deal not going thru, amprop is certainly subject to rerating.

aiyoyo, many take out the whole forrest for juz one tree today :D :D :D

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2013-11-06 16:05 | Report Abuse

kesas was incoporated in 1993, that 152m unlikely the cost of amprop investment in kesas. afterall, kesas has contributed positively to amprop all these years

generally, after distribute and deduct kesas's debt according to each party's stakeholding, amprop sees roughly 37c per-share out of this deal

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2013-11-06 15:09 | Report Abuse

at this price, better off privatize, worth every single cent! :D

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2013-11-06 14:48 | Report Abuse

taiong, the current price is incredibly low, lucky you! :D

btw, the solar plant is going to commission this qtr (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1310293), annually 11m recurring income for 21 years.

couldn't think of any counter with such capability at this price, well, yr $ yr choice!

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2013-11-06 12:58 | Report Abuse

the current offer price is roughly 5% lower than most institute internal valuation (most base on higher rate of increase traffic). the final price may be over 250m, let's see!

amprop cash position and debt level will be greatly adjusted, trading at current price... cheap! cheap! cheap!

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2013-11-06 12:45 | Report Abuse

in that sense, gamuda doesn't need to sell SPLASH, puncak doesn't need to sell anything either, since it has cheap loan from gov already?

hahahahHAhaha... let's be more realistic.

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2013-11-06 11:34 | Report Abuse

no long wait, offer first expire by 18/11/2013, amprop shall response by then :D

250m cash / 580,461,437 issued shares = 43 cents per share

hope amprop can nego a higher price!

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2013-11-06 10:42 | Report Abuse

ok, u win

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2013-11-06 10:37 | Report Abuse

yes! it doesn't melt in the hand...

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2013-11-06 10:34 | Report Abuse

wow! so pmcorp JV karex? no wonder limit up!

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2013-11-06 10:31 | Report Abuse

chukulut flavor? halal certified ke?

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2013-11-06 10:27 | Report Abuse

Viagra should IPO here!

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2013-11-06 10:16 | Report Abuse

spsetia, e&o, ijm etc all rushing to London, amprop already in the market long time ago. the latest London JV project ALONE GDV already 2.83b! excluding the westminister project and current units in sales...

http://www.theedgemalaysia.com/business-news/261532-s-p-setia-to-invest-more-in-australia-and-london.html

http://www.thestar.com.my/Business/Business-News/2013/08/15/Amcorp-Properties-in-London-property-JV.aspx

this counter is trading way under it's net worth!

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2013-11-06 09:55 | Report Abuse

gamuda offer to buy kesas holdings, while gamuda didn't review how the $ to be sourced, believe it may come from sell of SPLASH...

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2013-11-06 09:16 | Report Abuse

250m, that's **43c per share**! easily $1.20 worth, EXCLUDING GDV of sibujaya and London properties, power generator business!

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2013-11-04 16:03 | Report Abuse

welcome to the real world... hahahaa... enjoy yr holiday folks! bye!

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2013-11-04 15:54 | Report Abuse

hahahahaa... wooohooo.... wonderful day!!

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2013-11-04 15:52 | Report Abuse

come on... ini kali lah! :D :D

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2013-11-04 15:44 | Report Abuse

hahahaa...

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2013-11-04 15:26 | Report Abuse

going to try 80c again...

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2013-11-04 15:10 | Report Abuse

looking to clear 80c!

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2013-11-04 15:04 | Report Abuse

fund buying, very heavy buy... woohooo....

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2013-11-04 14:58 | Report Abuse

looking to break 88c!

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2013-11-04 14:37 | Report Abuse

fuuuuuyyooooooo.... today buy no need $ is it?? hahahhaaaa....

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2013-11-04 12:57 | Report Abuse

actually, ppl who had paid attention to the chart would have collected since mid sep, for this group of ppl of cos they will take profit first :D

given track record of inari, still worth to keep some and see how it goes :D

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2013-11-04 12:30 | Report Abuse

hahahaa... juz buy and forget, one day it will come... forget about internet rumour, patiently wait for bursa egm call instead ;)

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2013-11-04 12:27 | Report Abuse

claim profit out first :D

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2013-11-04 12:15 | Report Abuse

very speculative, watchout... don't touch better

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2013-11-04 12:08 | Report Abuse

haha... far far better than wprt, right? :D

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2013-11-04 11:37 | Report Abuse

1 thing good about ghlsys is biz not limited in m'sia only

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2013-11-04 11:20 | Report Abuse

since 26/9 the signal is very strong already!! :D

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2013-11-04 11:11 | Report Abuse

hahahaa... well, u would have "digged" this one b4 it flies :D

when it up, anyone can say anything :D see what happen when it dive... hahahhaahaaa...

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2013-11-04 11:09 | Report Abuse

if can be "expected", that's not securities market already :D :D :D