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2014-10-10 09:40 | Report Abuse
EPF is a winner also because it holds majority of the shares in MBSB. What about minority shareholders of rhb, they (rugi). I hope OLH can cut a deal with EPF to sell back his shares at the current market price of RM$8.70. The is no need to sell out osk shares. It always is a good thing to wait and see what happens later on.
2014-10-10 09:34 | Report Abuse
OSK weakest of them all. Now you know why? I believe OLH is supporting the market now. Poor guy!
2014-10-10 08:58 | Report Abuse
If you don't know how to do business, you will remain a poor person forever, who are you to blame?
2014-10-10 08:58 | Report Abuse
If you don't know how to do business, you will remain a poor person forever, who are you to blame?
2014-10-10 08:57 | Report Abuse
If you don't know how to do business, you will remain a poor person forever, who are you to blame?
2014-10-10 08:52 | Report Abuse
There is a reality that says: There is no gain without a pain, this is for sure. But can everyone in this country bear the blunt of the painful process of transforming, and why should they?. I see this merger as a power "enlarging" process. For the 3 banks that want to merge they gain some and lose some. But for the Malaysian public, it is more pain and more risk than ever. In the short term and long term: In the long term, company wise nobody can tell, even its own impact on the Malaysia banking sector where it is going to make the smallar bank more difficult to survive (banking merger depends on current condition and situation). You merge and create a multi-big bank while the country's borrowers are already in vey big debts like 87%, where are you going to increase revenue and profitability (where the population are not growing). Of course, the merger is a "making progress" is a theory but will create pain for the Malaysia public in the short term and long term (No pain no Gain). For shareholders, there will be winners and loses. The only winner is MBSB because it is the worst stock and still could fetch RM$2.82 or what. But shareholders of CIMB and RHB are losers. The value of CIMB shares got diluted by 30% but poor rhb shareholders will see their shares devalue by 70%. In conclusion, MBSB is biggest winner, RHB is biggest losers, CIMB win some and lose some (not so bad). For the other Malaysian banks they are losers if they don't work harder than now, and the Malaysian public is losers because now they have a bigger bank they have the biggest risk on them. Everything is business for people, that is why we should do something for ourselves by not supporting this process because it is bad for us. Is it going to benefit all of us when we have a very powerful bank in the mist of others? Don't we need to care for the others also and not just ourselves only? You will learn very soon that everything is in fact a theory until everyone is happy or well taken care of . Let them hear our voices if we are not happy, because everything is a business for everyone.
2014-10-10 08:51 | Report Abuse
There is a reality that says: There is no gain without a pain, this is for sure. But can everyone in this country bear the blunt of the painful process of transforming, and why should they?. I see this merger as a power "enlarging" process. For the 3 banks that want to merge they gain some and lose some. But for the Malaysian public, it is more pain and more risk than ever. In the short term and long term: In the long term, company wise nobody can tell, even its own impact on the Malaysia banking sector where it is going to make the smallar bank more difficult to survive (banking merger depends on current condition and situation). You merge and create a multi-big bank while the country's borrowers are already in vey big debts like 87%, where are you going to increase revenue and profitability (where the population are not growing). Of course, the merger is a "making progress" is a theory but will create pain for the Malaysia public in the short term and long term (No pain no Gain). For shareholders, there will be winners and loses. The only winner is MBSB because it is the worst stock and still could fetch RM$2.82 or what. But shareholders of CIMB and RHB are losers. The value of CIMB shares got diluted by 30% but poor rhb shareholders will see their shares devalue by 70%. In conclusion, MBSB is biggest winner, RHB is biggest losers, CIMB win some and lose some (not so bad). For the other Malaysian banks they are losers if they don't work harder than now, and the Malaysian public is losers because now they have a bigger bank they have the biggest risk on them. Everything is business for people, that is why we should do something for ourselves by not supporting this process because it is bad for us. Is it going to benefit all of us when we have a very powerful bank in the mist of others? Don't we need to care for the others also and not just ourselves only? You will learn very soon that everything is in fact a theory until everyone is happy or well taken care of . Let them hear our voices if we are not happy, because everything is a business for everyone.
2014-10-10 08:46 | Report Abuse
There is a reality that says: There is no gain without a pain, this is for sure. But can everyone in this country bear the blunt of the painful process of transforming, and why should they?. I see this merger as a power "enlarging" process. For the 3 banks that want to merge they gain some and lose some. But for the Malaysian public, it is more pain and more risk than ever. In the short term and long term: In the long term, company wise nobody can tell, even its own impact on the Malaysia banking sector where it is going to make the smallar bank more difficult to survive (banking merger depends on current condition and situation). You merge and create a multi-big bank while the country's borrowers are already in vey big debts like 87%, where are you going to increase revenue and profitability (where the population are not growing). Of course, the merger is a "making progress" is a theory but will create pain for the Malaysia public in the short term and long term (No pain no Gain). For shareholders, there will be winners and loses. The only winner is MBSB because it is the worst stock and still could fetch RM$2.82 or what. But shareholders of CIMB and RHB are losers. The value of CIMB shares got diluted by 30% but poor rhb shareholders will see their shares devalue by 70%. In conclusion, MBSB is biggest winner, RHB is biggest losers, CIMB win some and lose some (not so bad). For the other Malaysian banks they are losers if they don't work harder than now, and the Malaysian public is losers because now they have a bigger bank they have the biggest risk on them. Everything is business for people, that is why we should do something for ourselves by not supporting this process because it is bad for us. Is it going to benefit all of us when we have a very powerful bank in the mist of others? Don't we need to care for the others also and not just ourselves only? You will learn very soon that everything is in fact a theory until everyone is happy or well taken care of . Let them hear our voices if we are not happy, because everything is a business for everyone.
2014-10-09 15:27 | Report Abuse
You know what is the problem with Shell, everything goes down including profits, cost of sales (including workers salaries). The only item that went up in 2013 Annual Report is the administrative fees that went up by 10 million when the losses for the year is RM155 million. I really envy them they can do this because they have very rich parents: I did so well but it just the weather is bad I cannot make a profit but you must still give me more rewards. Who is the one that do most of the work in a company, the so so so low level stuff (not administration) working directly at the refinery. Their salaries are not higher (cost of sales not much higher), but the administrative salaries shot up by 10 million. Of course, the company will lose money. Who do you think God is favoring when you do such an unjustice to people? The day of reckoning will come and everything will need a revamp (you will get the unjustice also). You just wait and see? Shareholders have nothing to do with this because we did not get dividends for 2013. Shareholders have no sin we are waiting for payback time to come.
2014-10-09 15:08 | Report Abuse
Uncle Sime-Darby, prediction is always wrong because Allah (God) doesn't like people to predict things like there is free lunch in life. You are in fact jeaopardizing our ability to make money by making prediction of RM2300-2400 for palm oil in the 4th quarter, making Allah angry. Allah doesn't like anyone to be smarter and I hope you can next time please (I beg you) to keep Allah's job for Allah to do. For our sake, uncle Sime-Darby, could you please don't mess around with Allah. It is not a fun thing to do.
2014-10-09 10:03 | Report Abuse
馬來西亞未來10年不會有股災: 窮人還是一樣那莫多,富人還是一樣少(錢都集中在那裏),所以窮人是不可能有股災的.其實真正的好處是(心理面)要做窮人就好.
2014-10-08 10:42 | Report Abuse
Looking at other markets in Asia, they are reaching the bottom (when the market is not dropping that much each day) because you can tell people are not that panic there. I think we drop quite a lot. Our country is more panic because we try to do so much more developments here in such a short time and that is causing the local public and foreigners to worry about us. Can they pull it off or not? If you look carefully, who is buying up all the major shares that doesn't drop (like Bursa and the others), the EPF. The market will make a comeback when this urge to sell subside.
2014-10-08 10:28 | Report Abuse
vinvin: maybe some of your shares have gone down in prices (the bad thing). The stronger shares are those that do not drop in price that much relative to other shares (the good thing). The point is now you know who is stronger and who is not. It also is not a good time to sell shares. The US is attacking some terrorists in the middle east and european economies are not doing well right now.If you have holding power, just leave the shares aside for one year or so. I believe you will be able to see better times to sell shares (the us economy is improving). I know how you feel now because I am also quite depressing even though I only have 5 counters. If the shares you have have a heavy reliance on the domestic side, I think they should be fine to keep for a while. You don't have to worry about the effect from the implementation of GST next year. The strong companies will survive somehow! If you are losing money I think mostly is because you are not buying shares when prices are up and down. It is not your fault, we just don't know when they will go up and when they will come up. If nothing very drastic or rare happens in the future, I expect the market to recover to 1900 someday. The Malaysian market has not go up as much as other markets, we just merely recover when the index is 1800. The US market used to be 14000 (in 2008) and now they are peaking at 17000 (in 2014). Compare to them, our market is still not so high after all that is why we all still haven't make much money. The malaysians are not expensive but it just make tham cheaper temperorary because of this drop. There is nothing wrong with the malaysian economy (something or the things like high inflation, high debts, GST are inevitable).
2014-10-08 06:45 | Report Abuse
vinvin: It is useful for me or you to see everything from a different angle occasionally because this world changes all the time. We have an equation of life (a rule that is fixed), and the equation has variables we have to change in order to keep up to date with the changing world.For chit-chatting, to investors the price of a stock is not that important (it is second of importance), I hope you don't mind I say this: kindness comes from doing meaningful things for others. When you buy a stock, you are actually giving kindness to people. That is why you have to be selective as to which persons (company in this case) should receive your kindness. As investors our only goal is to get more money back in the future. My suggestion for you is: you do not need to care so much about price movement to sell your shares. In my opinion, what-to-do- first is to get to (1) know the companies better and (2)realize who is weaker and who is stronger. Buying a bunch of different shares to invest is not a bad thing because you want to cut down on risks (here is a good thing to do). The criterion for selling should be selling those weaker shares even at some losses. It is the stronger companies that will give you more money back in the future. Thanks for sharing.
2014-10-07 19:55 | Report Abuse
They are trying to wear you out slowly so that when they finally call you to vote in favor of the 27 cent pay out you will not hesitate to give them the approval as you need the money more badly just like everyone else is. There are making you more desperate to accept the offer by doing the more important parts of the restructuring first. You will be lucky if they do the call this year. So, be patient or you should switch channel if you don't want to play into their hands.
2014-10-07 19:49 | Report Abuse
Shell is a company that is doing a very important task but it is not able to provide the service with the lowest cost relative to other suppliers. This is shell's problem and I believe they are correcting it right now. You can not have cost overrun forever. I thought no one has the ability to spend more than it can earn forever in this world is a simple question. What a waste if you don't catch my point. For a student, it is a bad thing to have if your grades are in the red no matter what kind of person you are or what good behaviors are said in your annual report card. You are still such a disappointment to everyone of your shareholders!
2014-10-07 19:04 | Report Abuse
vinvin:whether the merger proceeds or not. CIMB will always be the winner (Any old man can tell you this from their experience). (1) This company calls for the merger meeting. (2) This company has a king of somewhere....you you know what I mean. (3) The king in power always win anybody, and (4) when people in high position or older people like your parents do something, they always think for both sides. If you are the biggest fish in town, it is even easier. Have confidence in yourself, you are right,with your common sense, to play a sell on other companies but a buy on CIMB. You are really smart and smart people always like to be with the smartest people (CIMB). Do you think yu have any other question? I am already feeling bored. Do you also trade other counters? Maybe we can change the subject and go and look at other counters to see what are interesting there? I want to learn from you if you don't mind.
2014-10-07 18:31 | Report Abuse
I forgot to ask you a question happyman: Would you think that all mentally normal human being if he is a happy person (like the happyman on I3Investor) will be hoping that that his happiness will last forever or for as long as possible? please do tell me! would you please? I don't know because my father didn't tell me this before( a small price for you to pay don't be angry). I wrote these silly comments only when I am really bored with life.
2014-10-07 18:13 | Report Abuse
Gheekong, happyman, and vinvin: I only want everyone to make money even though we might disagree with our viewpoints. It is a fact in life that money can not be made by us very easily. The discussions will help us to find a good way to invest in stocks. I strongly believe that we should not speculate at what will happan today or tomorrow or what. If we are to take action on something, I do hope we are able to come up with at least some comfortable reason first. Be cool by keeping our mind very open and clear now. please go to this website to take a look. http://www.quoteswise.com/warren-buffett-quotes-3.html
When you go work for someone, when you go buy something from someone, you always talk about price (cost) and value (happiness). In investing, time is the cost! To Warren Buffett, RM$1 today is worth the RM$10 in 10 years later when you count backwards using the the time value of money. RM$1 (now)=RM$10 (in 10 years). Money becoming small or less in value gradually after 10 years. I am giving you the clue as to what he meant by value (please love your parents, sisters and brothers, and friends more and more each day and you will know what it is like to be a very happy man and happiness is priceless). value = happiness. That is why he bought coca-cola, ice cream chain, donut chain, hamburger chain, furniture marts, chocolate bars, ketchup, car dealership, and a bunch of companies that bring happiness to people.He brags a lot of times about how happy he is with his life because he is seeing himself living the most valuable (nothing money can buy) life on earth just by being the happiest person on earth. Gheekong: why your uncle Warren told you so many times and you still don't listen or see!
2014-10-07 17:42 | Report Abuse
vinvin: The law of the invisible hand (Life always has a tendency to give to us at the end what it at first does not appear to be). If the deal is announced it will most likely favor CIMB. The dropping is just for show. Don't you think it is logical for something that want to go up later on to drop at first before the announcement. The up and down is only for things to appear looking natural. Things only go from low to high and high to low, get it, and even the stock market has to be doing something like that just like everything else in this world would do. Don't ever have any doubt on your own common sense because we are all not bodo's. CIMB standing alone in my opinion I believe will have the brightest prospects in the future among all the banks in Malaysia because when you learn to help yourself. See beggars counting on others to earn money for him always become poorer and poorer in the end. In fact, I would buy some more CIMB's because it is the only one that go down before the announcement. This is a free gift for investors.
2014-10-06 21:30 | Report Abuse
Share swap is a cover-up and letting rhb take the helm is also a cover-up if somebody with advance knowledge of this deal has also bought in a lot of CIMB shares in advance. If the deal turn out to favor CIMB, the guy become loaded right away, making every other people looking bodo!
2014-10-06 21:23 | Report Abuse
In my opinion, the merger is a neutral for OSK, it only has such a value of NTA RM2.70 and it will stay this way. Why? In the short term, the merger is not producing any realizable profit for any party. In the long run, the combined entity might perform better or worst, nobody knows, because it is long term, how can anyone be sure? So, nobody is collecting profits now, for rhb or for osk, why do share price go up. Man. No need to follow fundamental in buying stocks is like guessing. Buy 4 D or 1+3 is the same, maybe that way you can make more money, no need to waste your brain think here and think, right Gheekong? You are so green! Ther merger has a risk, it could dilute OSK's shareholding in the combined entity and dilute is gain on dividends from the parent. Now, 9.5% in rhb, but later on maybe 2% or 3% left in the combined entity, it this a good thing Gheekong, ask your parents if you don't know.
2014-10-06 21:11 | Report Abuse
冷眼先生,你解紹的股票組合,都不是個別產業的主角,獲利當然有限. “孙子兵法”是屬於要來做大事的方法,請你告訴投資者,使用小刀砍大樹,這需要砍50年還是100年.你說呢? 哈哈哈!
2014-10-06 21:04 | Report Abuse
根據股神巴菲特: 買股票投資人只要抓住兩個重點, (1)得到的報酬會有多少(得到) (2)投資時間有多長(付出). “孙子兵法” 只能用來判斷股市進場的時間點,股市是否已經到達絕處逢生的好買點. 僅此特點. 而且, “孙子兵法” 只提到天時,地利,人和, 藉由此“孙子兵法” 斷定打戰的好時機,但是這其中還少了一樣, 不然, 這個天下早就屬於曹超或朱葛亮了. 冷眼先生.
2014-10-06 21:02 | Report Abuse
根據股神巴菲特: 買股票投資人只要抓住兩個重點, (1)得到的報酬會有多少(得到) (2)投資時間有多長(付出). “孙子兵法” 只能用來判斷股市進場的時間點,股市是否已經到達絕處逢生的好買點. 僅此特點. 而且, “孙子兵法” 只提到天時,地利,人和, 藉由此“孙子兵法” 斷定打戰的好時機,但是這其中還少了一樣, 不然, 這個天下早就屬於曹超或朱葛亮了. 冷眼先生.
2014-10-05 22:29 | Report Abuse
It is so well understood already. PJ Development is a company that Ong shared with his brothers. PJ Development sold Menera PJD because it is a versatile company. But OSK Property is property company the one he keeps under his stable. Ong seems to be a nice guy, he will surely let his brothers have a sky of their own. The merger of PJD and OSKP is just like merging the sun the moon, I don't know how you get this idea from where? NOT Everything is about money, you have too care about blood ties too. A merger of OSK and OSKP is more likely because then Ong get to increase his shareholding in the combined entity. You wait and see!
2014-10-05 20:59 | Report Abuse
Siah Bing Jie, Shell Malaysia and Shell are two different entities. You should read their annual reports more carefully you will notice this. Shell is global company (the one that has a joint venture with Petronas). But Shell Malaysia only include everything in Port Dickson oil refining plants. They are two different companies.
2014-10-05 20:52 | Report Abuse
Shell will not come down in price. World gasoline prices will sure trend lower and lower for the many years to come because of Iran joining the fray and also shale oil discovery in the Balcan states of Northern America. Lower gasoline prices have a tendency to induce people to increase driving more and so Shell profit will get a boost. Another proof is low gasoline prices is why Omaha Warren Buffett just announced his plan to buy a car dealership in US and his hope to buy many more car dealerships in the future. Low gasoline prices make people want to drive more and so cars will sell more. The same reason can also be applied on Shell, in this case, gasoline will sell more in the future. This is logic, hope nobody worries about this company. Furthermore, shell malaysia listed is 50% owned by a company which is a partnership between Saudi Government and Holland Royal Dutch. Furthermore, it is roughly 20 % owned by EPF plus PNB funds. Are you more worried now? Ha! Ha! Ha!
2014-10-05 20:40 | Report Abuse
Ya-lah! Everything the new MB wants to do now is to shore up their tarnished reputation. Start cutting wages and reopening the water deal, for show, only. If you really got talent, show us something we haven't seen before. KL is a world famous city state, just like Singapore, you keep up your squabbles with the Federal government but do nothing to improve government services in KL, frankly speaking, I think this is a bad move. We don't like soap-opera. Cutting wages, if you are one of the government employees, are you going to be happy or not. Forcing everyone to take a stand on your side. This is a poor start. Come mon!
2014-10-05 20:25 | Report Abuse
If a mission is proposed with a motive to make more people happier then it is a green light for me. Money is not the most important thing in life but happiness is (you can see this with your own eyes). Happiness comes from Allah but money does not come from Allah. This is my proof that Happiness is more important than money. Who else is more important than Allah? You tell yourself you don't need to tell me! That is why when the Prime Minister Najib prays to Allah, in his heart, he prays for his countrymen to be happier in life just like God assigned this duty of making everyone happy to him from a heart filled with love (see how well he did in elections). If the spending of money is for making more people happier is good, if it is just for making more money it is a botched plan, a plan even Allah would not approve. Why some people never learn? Always like to do things with a mind filled with money only (tipu sendiri). Happiness is more important than money, the rule set by Allah. Or, you must give happiness first before receive money, or else this plan is surely to fail, because it didn't follow Allah's wish. Nobody dare to speak out, not even EPF, why? I don't need to tell you also you will know! Do you think Malaysia is democratic or phony democratic? You can lie to people but you can not lie to God and especially to yourself (one man's aggression is not everyone's fortune). Is it worth it or not, I am posing this questions for the 30 million Malaysian population living in Malaysia right now. You will know the answer when the time comes (Only 3 years from now) !
2014-10-03 21:54 | Report Abuse
(1) The consolidation only makes CIMB is fatter entity. Being fat is not going to make you a bully. You are not gaining advantage at all by being fat.Sooner or latter you will need to implement a healthy diet to slim down. This could affect a lot of persons to lose their jobs.
(2) I know Malaysia has 70% Muslim, that doesn't mean that forming an Islamic bank and all the Muslim population will choose to bank with CIMB. That is the same reason not all Muslims went to join the ISS states. Wishful thinking.
(3) Malaysia is already saturated with first-class bank. In the long term, it is the foreign market that are the opportunities even those they appear more challenging for you now. You have better foreign assets than RHB Group but you want to mearge with it and MBSB, you must have no Business sense. Haven't heard of opportunities lie where the challenges are. There are no easy way out in life. By taking over all the assets of your brothers and sisters are not going to make you richer.
(4) The most valuable assets that RHB has its its name, not its assets in terms of buildings and lands or what. It only has loans and borrowings. Some it got from and public and some it got from issuing sukuk. Actual tangible assets also amount to RM3/=. How merge with such a bank right now when its price is RM$8.70.
(5) The world economy still has a long way to go to gain full steam. That is why interest rate is
still so low. Using share swap is not helping you at all. You are a big fish in shallow water (world economy not recover yet), you are going to run into problems for sure.
2014-10-01 11:08 | Report Abuse
Even in their best of time in the past, this company only made around 15 cent per share. They started to acquired new businesses and build new factories always at the peak of their best performance (always when the good economy was at this best performance also). The problem is something good (peak moment) doesn't last ever. Before they even can make money from new investments (that takes few years materialize), market already turned sour. In this case, they are always the guy with a mediocre grade or poor grade. The right thing to do is: New investments should be purchased when market is down, everything cost you cheaper and you will be able to make profits when the market turns around. The heros of the past or old management are the culprits, not the new mananagement right now. Their problem now is they had been doing things the opposite way. The price at RM1.10 is too cheap for such a company but the risk is their businesses are very uninspiring. For CCMDBIO, annual net profit only around RM32 million a year. But look, total equity = total assets-total liability. CCM's total equity is 935 million (reserve + minority+outstanding shares). You are using 935 million to make what? Total net profit of 11 million per year (after selling a piece a property for 74.8 million). Don't count on pharmachetical division, this kind of business takes a long time to develop drugs that cost a lot of money. That is why they form a lot of joint ventures and try to keep cost down. This kind of business can not grow very fast, brother.
2014-09-30 15:45 | Report Abuse
Don't rush in! The problem with Mega First for investors is you see for yourself: even after making 33 cents per share for last year, the company only pays out 7.5 cents as annual dividends. That is why it stays around RM 2 dollar something. Nobody wants to keep this share for long-term investment because dividends payout is too low. Now it may go up, later on it will come down. It is like in a lake, the bird is waiting to eat the fish, and the water snake is waiting in the lake to eat the bird. So, don't be the bird. NOTHING COMES FREE IN LIFE! Someone is helping the snake to yell out to the bird, come come come, there is something of good value and nobody has discovered it but they have to yell out to you. This is rubbish! Nomal person usually keep quiet and the good news to himself. Somebody want to prop up the shares to dump his shares.
2014-09-26 11:15 | Report Abuse
Do you know why there are only two outcomes in a business or life, either good or bad? The reason is Allah wants you (or is forcing us) to choose sensibly, to train you to be a smart person or good person over time (because we will perish if we choose a bad path). Let us not be sentimental about life. Allah makes this world a place full of challenges for a reason---the almighty is training everyone in this world to be useful and productive but over time. The only thing we need to do is to choose sensibly based on reality. It is reality that dictates our future plans and so if you don't know what to do---please consult reality. And if you need the methods to carried out the plans, consult the management book, ok! There is no need to be a genius to be successful in life.
2014-09-26 11:05 | Report Abuse
I am not making the shares active the owners are. There was rumor Khazanah was thinking of selling the 3% or so in the company shares. Not wanting the share price to take a steep drop, and also for the friends to sell their shares successfully, I will not be surprise there will be a lot of propaganda campaign in the newspaper to beef up the share price...you just wait and see. If this share is so good, why are there so many call warrants---CA,CB,CC,CD,CE,CF. Even the brokerage houses wanted to sell their shares through call warrants, are you blind or what?
2014-09-26 10:40 | Report Abuse
This forum is also for people to gain knowledge, experience, information, and for investors to help each other out. We are able to live in a better world because everyone as a group are making sure that the world is a better place for everyone. Likewise, as a stock buyer, I hope the malaysian stock market becomes a good and reasonable place for everyone to make money. We don't like self-centered hero's because hero's don't live long. Money is not the most important thing in this world, money is only a by-product of what yu do better than others. I hope everyone has a fair chance to succeed, including myself, not just some guys who become rich by wanting to sell something that cost them only 50 cents for > RM3/=.
2014-09-26 10:27 | Report Abuse
Osk management, good work, see share price is fighting back. This is what we call good stewardship, because the person at the helm understands how reality works: The only way to survive is to fight back, don't back down before atrocities. Anyway, the stock market is skittish because US is fighting a war again ISS, and American are nervous normally in September. But life goes on, all this uncertainty will fade over time, let us see coming October.
2014-09-26 10:19 | Report Abuse
There are only two outcomes in a business or life, either good or bad, but Allah, by being kind, is giving you 3 ways to make money:
(1) Increase the price of your products,
(2) Lower the cost of your productions,
(3) Innovate or sell products that nobody is selling.
If you fail, this is unforgivable!!!!!!!!
Which of the 3 do you think it is easy for you to achieve now, do it quickly, or else
you won't be able to exist the next 10 years as cost of doing business (interest rate) will keep on going up year after year, this is reality, the fittest survive, and the weak or slow to learn will be thrown into hell and burn up in fire!
2014-09-26 09:54 | Report Abuse
The only reason this couner is selling at > RM3 is because Lee Ka Shing still owns 23.55 % of this company. But even Super Lee has to live with reality, that is why they listed the shares and cash out to make a profit. Why are investors rushing in when they are cashing out? This is because investors are not living with reality but are chasing fads. This counter makes 13 cents a share, net book value is less than 50 cents, still have to pay back 2.1 billion of debts (with 3.4 billion outstanding shares). So, they have to make 2.1/3.4=62%.So, for every share you hold, owners have to make 60 cents to pay back debts. If they are only making 13 cents a share, and paying a dividend, do you know how they this will take for them to payback debts. Actual wealth only happens after debts are being pay off. Currently, I don't rich by owning this shares in this counter. Remember its net book value per share is only 50 cent or less. They are committing only 50 cent to the business and using the other 60 cent from financing their business. Then they want to sell you the business ofr >RM3 per shares. I am not so interested in this kind of deal.
2014-09-26 09:04 | Report Abuse
Their problem is they are not able to raise prices for fertilizers and chemicals. Their products are so common and there are a lot of suppliers producing the same type of products. In fact, they have to increase the quality of their products constantly to retain customers---this increases cost. However, there have earned a reputation of being trustworthy throughout the many years of operations. People still trust their products which are price reasonably but this is hurting bottomline or profitability when cost of operation increases over time. I don't blame employees or management. But I just hope that they now realize that they need to bring in more people with ingenuity on board---people who can make a difference for them in the long term---they have to confront reality (understand their current business environment first) and be able to make changes that can enhance their operations. As investors, what we first should look for is what they will be doing to improve long-term sustainability not share price. Share price is secondary thing, it is only the by-product of improvement.
2014-09-25 16:23 | Report Abuse
Kakijudi, Kuchai owns hotel properties in London through owning shares in Sugai Bagan Rubber. You go to the annual report of Sugai Bagan Rubber yu will be able to know!
Flat 5, Residential Leasehold 3,741 square 999 years 30,736,222 * April 1997 22 Down Street, building feet (expires in London
It is a residential property, probably when the sons go there to study, they have to buy the whole building.
2014-09-25 15:54 | Report Abuse
Time to sell out, since huge dividends have been paid out and the company is saddled with 2.1 billion or more debts. That is why the stock become actively traded, but in a tight range, going up 5 cents today and go down 5 cents tomorrow. This is a sign someone wants to unload the shares. After they made all the money, eat all the meat and wine, they want ignorant investors to pick up the bones. Certainly, Malaysians becareful what you are doing. This is not too hard to see, believe in what you see! Total assets value is 3.79 billion, total liability value is 2.1 billion, net tangible asset per share is < 50 cent. The 50 cent book value is the amount of money that has been put into the business. They are not able to declare very hugh dividends in the near future. If someone ask you to pay them RM3 or more for something that only cost them 50 cent, you can ask the Indians from India, do they think they will do it! I am sure they will, but I don't encourage rational Malaysians to do it! This kind of thing only happens in Malaysia, a lot of undertable agreement are made before the listing to make only some people very rich. You know what I meant. The best to do is to ignore this counter.
2014-09-25 15:20 | Report Abuse
They are trying to get people interested in this counter by making the counter active. World trade is still stymied. The world economy, only US is improvement, the rest like EU and China and the rest of the world is still in doldrums. This can not go up further in the short term, it only makes 13 cents per share and stock price is already trading at RM3/=. This is like trading at almost 30 times PE ratio. There were a lot of good news before the IPO, for the sake of IPO. Do you think they can continue to fock out dividends like before. Debts is high and they pay very high dividends, this means after they become very rich, they will not just sit back. Don't believe in anyone else, believe in yourself and Allah! I think this is something simple and we can do it! Forget about this counter, it is a waste of time.
2014-09-22 21:39 | Report Abuse
If share price don't go up for a counter for such a long time, can you imagine, a few decades the price doesn't move. There must be a reason!
Investors are prudent. I believe the boss are stingy or the company lacks growth momentum. Actually, the company mostly engages in investments, like hotels in the UK or what, makes very long term for the investment to bear
fruits. Investors, please be prudent. Don't get into this kind of stock. It characteristic is the company just want you to wait and wait forever for
a small payback. This is basically a company that treats investors very
unfairly. Finally, I am also a very open minded guy. Everyone should be responsible for their own actions. But in this case, it is obvious,
why make yourself wait for decades for an elusive dream, you let me know
what you think! We are already living in the 21 century, loyalty must be applied at the right counter.
2014-09-09 11:38 | Report Abuse
This is not uptrend, they just want to keep the price at around RM1.30 which was their IPO price to save face!
2014-09-04 10:47 | Report Abuse
All the directors are nonexecutive and independent, don't know how they will be able to get CCM out of its problems now. I took a look at the management structure on the annual report 2012~2013. I didn't find a top manager that is reponsible for the fertilizer division. How can this happens? Do you see what is wrong with this company? How could they tolerate this fact for so long! Considering the fertilizer division contributes to the majority of the company's revenue, they didn't even have a top manager that specializes in fertilizers. I thought this is a chemical company, but most of the people who holds top jobs in the company are mostly lawyers. How come?
2014-09-03 12:37 | Report Abuse
It appears that CCM is a stock that nobody wants. That is why its price is so low at Rm1.08 buy 600. Someone is deliberately keeping the share price so low as this counter has become so unattractive that there is no point pushing it up.
2014-08-28 21:23 | Report Abuse
don't worry eddie 168, CCM is still an iconic stock is Malaysia. The company has 30% of fertilizer market share.
2014-08-27 16:18 | Report Abuse
eddie168 where did not get the information that QReport out, Revenue up, Net Profit down. 4 cents dividen? How come I did not find this in the Bursa website? What is the rumor? Do you mind telling me?
Stock: [CIMB]: CIMB GROUP HOLDINGS BERHAD
2014-10-12 12:13 | Report Abuse
This is a very cleverly engineered plan. I am supporting this plan because I realize that for the good of all Malaysians in the future years to come, this process has to be done, to turn everyone from losers to winners. It may seem that there are some losers and some winners, but I feel that this process although look agressive I reteriate is to transform losers to winners (may not be for current generations) but it sure is a plus for future generations. If I am you, I stay put, don't move, good or bad is the same, when undergoing a transformation process (the boat is moving). The guy who move not because of a very good reason will be throw off the boat. I just hope everyone works with their conscience first and money as the second objective. Tq and Good Bye.