Followers
0
Following
0
Blog Posts
0
Threads
4,632
Blogs
Threads
Portfolio
Follower
Following
2013-11-07 16:01 | Report Abuse
would u mind show us? :D
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!
2013-11-07 12:43 | Report Abuse
wooo... 33% higher than mine at 29% nett :D
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.
2013-11-07 12:17 | Report Abuse
juz like flbhd? homeriz cash in hand is very good too.
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!
2013-11-07 11:44 | Report Abuse
cash company + product greatly benefit from eu/u.s recovery
2013-11-07 11:39 | Report Abuse
hmmm... eu/u.s recovery will benefit furniture, wood material biz
2013-11-07 11:06 | Report Abuse
or keep buying average down? note these r no ordinary investors. clue: http://www.thestar.com.my/Business/Business-News/2013/11/07/Gamudas-Kesas-buy-seen-positive-It-can-mitigate-potentail-earnings-loss-from-Splash-sale.aspx
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
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
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
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
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
2013-11-06 15:09 | Report Abuse
at this price, better off privatize, worth every single cent! :D
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!
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!
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.
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!
2013-11-06 10:34 | Report Abuse
wow! so pmcorp JV karex? no wonder limit up!
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!
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...
2013-11-06 09:46 | Report Abuse
flash: http://www.theedgemalaysia.com/business-news/261533-gamuda-launches-takeover-of-kesas-holdings.html
250m cash... should ask for more!! this infra is golden geese!
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!
2013-11-04 16:03 | Report Abuse
welcome to the real world... hahahaa... enjoy yr holiday folks! bye!
2013-11-04 15:04 | Report Abuse
fund buying, very heavy buy... woohooo....
2013-11-04 14:37 | Report Abuse
fuuuuuyyooooooo.... today buy no need $ is it?? hahahhaaaa....
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
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 ;)
2013-11-04 12:15 | Report Abuse
very speculative, watchout... don't touch better
2013-11-04 12:08 | Report Abuse
haha... far far better than wprt, right? :D
2013-11-04 11:37 | Report Abuse
1 thing good about ghlsys is biz not limited in m'sia only
2013-11-04 11:20 | Report Abuse
since 26/9 the signal is very strong already!! :D
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...
2013-11-04 11:09 | Report Abuse
if can be "expected", that's not securities market already :D :D :D
Stock: [HOMERIZ]: HOMERITZ CORPORATION BERHAD
2013-11-07 16:24 | Report Abuse
hmm... if fund kicks in, the vol would 10x given this ctr only 5x cents.