EGM on Friday to propose disposal that will yield around 16 sen, hope it will fly like eagle soon!

If have a lot of money, maybe can apply there instead of using malaysia account.

I also hoping MAS can fly high. If cannot fly high, then no need to fly.

Ring, no need speculate, is stated in the circular, around 2 to 5 sen depends on conversion of ICPS. Anyone will go to EGM?

At least for time being...

I think he has not collect enough. So, he need to press down the price. In other words, the price also hard to increase if this is the case.

On boat now. KPSCB selling the property to Latitude will boost the EPS in coming quarter.

Huh, Penang ‘lang’ salary is among the lowest in Malaysia in general??? Not really agree to this statement. Look at Taiwan, Japan and China, I think their property price also as high as sky, maybe need few generation to pay off the loan. As long as the people who buy the apartment has cash, then the price may not go down a lot. Too many foreigner buying property in Malaysia now. For them, everything is cheap in Malaysia. Somehow, I also wish the property price to come down.

If MBSB not lend much to 1MDB, their NPL is under control in my opinion as their personal loan to gov servant is a lot.

Is it due to exposure of 1MDB loan?

Yup, agree, shd be ard RM3.50. Just that the market sentiment is very low and Tabung Haji have to unload its share, else shd be higher.

Actually a lot of company in Malaysia is like that, money or asset hinger than its share price. All is depend on confident level. If the company stingy in giving much dividend even earn a lot of money, such as KESM, KSeng, Xingquan and etc, the value is there, but the share price won’t move generally. I think Puncak is a worth buy especially around RM2.50. Since after giving dividend still have another RM2.50, so is quite safe to invest in this current level. Even the deal is not on, still fine as the business is very profit promissing and low PE.

Buy in rumour, sell in news. Seem like it quite true in Puncak case. Hope it can up after this.

Anyway, I believe would not drop below 70 sen. 65 sen is the lowest the price can go. Else, no one will buy the right issue.

Raise around 90mil plus through right issue,.give u free bonus issue. Another 100mil through giving share to the land owner, means Kedah gov arm company. Another 10mil through cash from BDB. All together ard 200mil. Land owner bought the land at 40mil plus now sell at 200mil. BDB have no plan to use the land now. Is for future. In my opinion, is Kedah state gov who need the money to develop. Just my opinion.

I have diff opinion, buy BDB and when OR cease trading, the shareholder will push the price to higher so that people will willing to convert to mother. That is the time to sell. Unless u r long term investor. Property market is very soft nowadays.

All depend on EPS next year. Their money all go into land already. With 200% increase of share, not easy to maintain their dividend. I foresee is around 3 sen.

Hng33, you should go. One day retail.business cannot beat ur earning in puncak. If this sale is calling off, then we will be in hot soup. Haha...

I don’t think you can get 5 sen dividend in future although the company paid 7 sen last few years. I think 70 sen is cheap.

Agree to NOBY. Not a good deal!

NOBY, WINALL already answer ur question. How did u get the target companies are loss making, may I know?

The pharma arm of CCM is making money, around RM30mil a year based on latest quarter. Anyone can comment on the buying price? I just bought this share this morning without knowing the M&A.

So, what is the relationship of ccm and ccmdbio? Can anyone explain? This product is under which company?

Hope that the timing of the lauching is right. Not too late.

The 50mil is from non GST business, is not balance of the 86%.

No more cheap place to stay in developed country when globalisation.

I think it will takes some time even I hope it will rech 1.20 soon.

RM1.20 above should not be problem if the hotel earning come in year 2017.

Anyway, I enjoying reading your post and comment.

Thank you for your sharing. Different people have different thought. In my opinion, property market also in dangerous stage now. I notice that most of the companies you recommend recently are property related. Such as SHL, Fiamma and now is Weida. My question is if you are not holding this company, would you still highly recommend it? A lot of time you sell the share before reaching your target price. After that, the price may drop as you write a new article that you already sold the share. Just my observation. I guess most of the people won’t tell people before they selling the share and won’t share a good share before buying, haha...

Cannot let others know the content of the AGM presentation? Funny...

http://www.google.com/webhp?client=tablet-android-samsung&source=android-home#q=Barakah+la+by+9+of+jan+hlebroking

http://www.google.com/webhp?client=tablet-android-samsung&source=android-home#q=Barakah+la+by+9+of+jan+hlebroking

I think LA is a cheaper proxy to enter barakah. After Oct, the conversion rate is 1 LA to 1 mother share. Means we buy barakah at RM1.38 based on closing price of barakah LA today. Wht do u think?

I think LA is a cheaper proxy to enter barakah. After Oct, the conversion rate is 1 LA to 1 mother share. Means we buy barakah at RM1.38 based on closing price of barakah LA today.

Wessex Water will not have big impact to YTL. The EPS of YTL is around 16 sen now. PE of YTL is around 10. Considered very cheap for a blue chip.

Prudentinvestor, I think the way you convert the LA is wrong. Should be 1LA plus RM0.13, means the LA is trading discount compare to it's mother share. Refer to valueinvestor post.

Any update from AGM? Can share?

EPS next quarter shd more than 5 sen, I think annually can reach 20 sen, if take PE8, shd worth RM1.60. If take PE of 10, shd worth RM2. If people consider Yee Lee as consumer growth stock, I believe it worth more than RM2.

Should worth RM1.60 at least, can reach RM2 in long term.

If you consider rise up from RM0.90 to RM1.30,is more than 40% in a year, which is very good return. If the share price up everyday, none of us here working... Just play share will do, haha...

This is why I choose Yee Lee.

Any free ticket?

I think coming quarter result won't be great as not much new project. Although undervalue if compare to nta, but the eps just ard two to three cents, so the eps not so attractive. Anyway, I still keep this share because bought it high last time. Haha...

I think I sold most of my shares too early, now hoping the price will down. Up too much in short period. What do u think?

Last year gave 8 sen, consider good dividend? If this company give dividend like ZHULIAN, at least RM3 now. Pradeep, maybe 4% is ok for you, but I prefer stock that can grow and give at least 40% of profit. That is the reason why Tambun, ZHULIAN, Hua Yang and UOA Dev, Axis can increase year by year. This is the nature of human, especially asian want to earn money and put into pocket instead of let the money inside the company. Anyway, this is a undervalue stock for sure.

Since most of the share up so much, now is the time to buy back Kfima. If you compare ZHULIAN, DKSH and Naim to Kfima, I strongly believe Kfima still have lot room to grow. Anyway, this share quite passive in term of the price, hardly to move, maybe not generous in dividend.

Yes, u can either get cash or new share but both also worth RM1.72. After that, still own Goldis. But no more contribution from MReit.

This company nta is more than 2.30. After RM1.72, still own GTower.

Sephiroth, seem like we are choosing the same share again.