Weeeeeee.... Quietly it can go up

Make sure when it drop u can pickup
Else later may affect u, ur son may drop out of college because u lost the college funds and end up become gangster ..
As per what otb & his whole family who is rich and successful will then laugh at u haha
So have to be careful not to lose pants

I think so .. It's coming

Mudajaya was his best recommendation
Who follow already in Timbuktu

Tnb may delay it perpetually
Unless if ytl power can export its power overseas , it's power plant will be idle / wasted
Seems like it's not needed in Msia - truly Asia anymore

Koon yew yin is back after his mudajaya , jtiasa goes down ..he still make money

That's why it can unlock value.. For bjcorp, it has a lot more debt - its a totally different story

For one family to make good money and with kids to go to good school and make good money , some other family is losing money - kids maybe drop out and become gangster
That's why some complaining here as they belong to the other group haha

Once u have blackout and need candles like in the 80s - 90s
Then u know why haha
Now u can enjoy the excess capacity

Not everyone is conman
I believe Otb has partially good & wicked intentions with his report
Unless he can declare he doesn't stand to benefit from all this mumbo
Jumbo reporting

Mrt project to klang
Seriously - this deal is quite good
But...... how u value a project so big and with so few details
9 billion deal , some IT company if can get rm 9 mil or $900k project also very happy already and announce to whole world
Otb is not from rich family- he is from super rich family :) just joking

Dividend u have to wait long long
Maybe wait until year 2030 - dividend 0.01 sen

They shld name who are these "sources" .. else any tom dick and Harry can write fictional news

It sounds like doctored news to boost the dying airline share

It can either rob you or reward u

Dsonic is a tricky share .. Sometimes it's drop like nobody business and sometimes its up

It shld have sold its power plant to 1mdb before expiry - like genting do that it can cash out.. Now the power plant quite worthless unless they can get renewal

Insas holds 197.5 million shares in inari which is worth x 3.41 = $672 million
Currently insas market value is only $495 mil is lesser than its stake in Inari alone
So u can do the math what's value it shld be for its other businesses , property , stock broking , rental, retail , investments in ho hup, syf, etc ,
It also have cash balance - not alot but its around $190 million - It recently raised money via preference shares ..so it also have some debt
All in all, insas can do better by unlocking some value :
I)do more share buy back
2)Distribute the buy back shares
3)increase dividend
4)continue to sell some insas shares to the funds from Norway etc
5)give away free warrants (insas and Inari warrants )

Bad news - PETALING JAYA: Tenaga Nasional Bhd (TNB) has stopped buying electricity from YTL Power International Bhd following the expiry of a power purchase agreement (PPA) between the two companies.

Insas is a value buy as it stakes in Inari alone is worth more than its own market cap..
It's also have stakes in ho hup, syf , etc and buildings and other businesses
Current price of 70 cents is nearly 1/3 of its current net assets of 1.90

Base on numbers the eps only improve marginally from 3 Sen to 3.38 sen
So it's not a very good deal as existing shareholders will be diluted.

The following are also conglomerate :
1)Berkahire Hathaway
2)Genting
3)YTL

1)those who bought and hold these shares since inception already become millionaire -some become billionaire
So it's quite a silly analysis..
It really depend on the profitability and return on equity and revenue growth
Insas is actually not a conglomerate - its an investment company which buy and invest in those company .. Like Inari , syf , hohup etc
2) if the author plot the graph same period. Most of the shares also drop not just this two counter ..
We all know market is not good in 2015- even maybank , am bank ,felda , airasia, and tenaga go down but has since recover a bit ..but look at what happen now to these shares - YES Strong rebound
Another important thing is timing ..
Now it's cheap , that's why both share going up now
When 2weeks ago when its cheap the author of this article shld have bought ..
That's what even warren buffet will do
Look at how these counter has rebounded and I think is still CHEAP at current level
The graph is a bit outdated , now already rebound strongly

Now cheap sale 70c very little ppl will buy , but when it goes to $1.30 then all the people will jump in to buy.. I think value cap maybe interested in this counter at this "value" price

As some put it : Insas is also holding a 13% stake in HOHUP (RM51m marketcap), 11% stake in OMESTI (RM28m marketcap) and 9% in SYF (RM30m marketcap).
Riding on the Inari’s success. Insas main asset is its 27% stake or RM675m in Inari, which already exceeded Insas marketcap of RM575m, implying that the market is valuing its Financial service and credit & leasing division; Property investment and development division; Investment holding and trading division; Retail trading and car rental division businesses for free!

Insas at this value seems cheap

Those who bought must be quite worried now

Beware - could be a trap.. The outlook for uems is quite bad with many of their iskandar project cancelled due to not much buyers and property mkt slowdown dramatically

I always thought bjcorp stands for blowjob corp
Many trap by this highly leverage/debt company

As I said way earlier - alam sounds like the after world or "hell"..
Better avoid it unless u wanna turn your money into hell notes

George kent is strong

Gamuda earlier win as pdp in Penang which the total project value is $27 billion .
For LRT RM5.3bil and a RM4.5bil for an expressway
So the win for mrcb - gkent for Lrt 3 is comparable and huge ..
these are the 2 biggest win this year whereby the economy outlook doesn't look great especially for oil and gas and ringgit dropping

It's a huge win for mrcb and gkent
$9billion is one of the biggest project win this year
The other big win is by gamuda in Penang
Shares of this 3 company has gone up and some of them may continue to go up in the longer term
LRT project has benefits to the people and the administration
So it's mutually beneficial
To those who didnt win - jangan jealous
The winners apart from having good connections also have proven track record especially in civil , Infra and mrt works

I think with ah jib kor surviving the scandals he created , gkent has bright future since the boss is golf buddy of jibby.. Many were surprised how come company like gkent can get such big contract in down times . Prior to market drop and prior to them getting this $9 billion project their share price is around $1.60... So at current level it hasnt factored in this good news yet (in my opinion)..

$9 billion if slice up the pie between mrcb and gkent , maybe gkent gets half about $4 billion .. Over 4- 5 years that's about $1billion revenue each year
If profit margin is ~10% , each year will get profit around $100 million until 2020..
Its a substantial win and good for the both mrcb and gkent

$9 billion is a very big project - in an environment where most project has been stop due to current not good environment due to low oil prices and ringgit
such big win will keep George kent busy until 2020
$9 billion. Is huge and very good news

Win liao .. Very good news
$9 billion project ..

Mrcb also flying up..

Looks like win liao the project
George kent boss good friend with ah jib kor
And since jib kor looks like going to survive its a good sign for gkent for future deals & contracts

George kent is back on track

Airasia I think can still go down to 50 cents
If u look at AAX - they already have fictitious accounting
Which show poor governance

If u still believe in Tony Fernandez , u must look at AAX - how it drop ...
Also think logically : if this airline really making money as it claimed .. Why the dividend is like peanuts .??

I think this is a Doom airline with questionable accounting standards
And their service really sucks - flight always delayed and rude staff who not properly train in customer service .. Time to buck up before it go bankrupt

It's rebounding - going up

Airasia, after going below $1, now it may go quicky to next level which is 70 sen before to 50 sen

Airasia the flight really always delayed ,,
I lodge complaint on their website but was given some BS.. Excuses
But the customer service very bad.. When flight delayed it is not announce properly and delayed 2 hours
When the customer approach the staff at counter - they got very angry not because of the delay , but because they got some rude staff who have not properly been trained in customer service .. They usually just brush aside the customer and say its due to weather , airport , etc
A real airline if frequently delayed will already eventually become bankrupt
So I am not surprise if airasia doesnt improve , and continue to blame the weather, airport , and now tony blaming the govment for ringgit drop and airasia drop - sooner or later it will become bankrupt if ppl can find alternative . There are other budget airline keen to operate and provide good services

The other day flight delayed - i saw one customer so frustrated till shout at the counter staff
But the counter staff , instead of apologies , they show some arrogant faces and blame it on the weather, blame on the airport etc but never themselves
now I don't take airasia anymore unless really if no choice ..

Once it drop to 50 sen , they will need to raise funds by asking shareholders for money via rights issue...
Just take an airasia flight - u will know - always delayed , no apology and very bad customer service

Airasia now below $1. Few months back nobody believe ..
Now u all believe that it can go lower like AAX ?
Maybe will drop to 50- 65 sen
It's accounting practices highly suspicious ..

Consumption will go up..

Usually when oil drop - the consum