The big stake investment in iCap is Air Asia(PN17), per share cost is 0.84, 28% lost in investment, where is the safety margin? Lol

TTB invest in Air Asia heavily whereas Warren Buffet sold out all his airline stocks.

Like what TTB said, if u lost 50%, it will require 100% return to recover the lost.

Good luck everyone!!

Do you think gov allow TNB to raise electricity tariff rate at this tough time? I will say the probability is low now and TNB will have to absord the cost of raw material price surged.

Look at the business model, don't make general statement of Covid without business model cause effect analysis.
Foreign shareholding has increased from 10% to 26% in 2013 because TNB was approved by gov to raise electricity tariff rate. The earnings and share price shoot up in 2014 since then, is all about earnings.

They are cashing out profit from retail investor now, with the raw material price surged to 10 years historical high. EPF already has ~11% share since before 2013, their cost is ~5-6 or even lower.

The coal price has surged >50% at 10 years historical peak now, 60% of TNB electricity generate with coal, definitely TNB earning will hit next few quarters. That is the reason why foreign investor and fund are keep selling now. Share price can go even lower.

PP indicative price only 67.83 cents, Good luck to those trade above this!!

Who can confirm will not have another 'huge one time loss impairment' next quarter? Look at MBSB, already made 2 times huge impairment loss this year. Worse is the CMCO implemented recently and 2nd locked down in London definitely will impact the profits, that's why EPF is running away at loss.

EPF is running away by reducing stake from 12% to 6.77%, better cut loss to at least to recover some money same as EPF. This company profit has been dropped since 2017 (not just due to CV19) but CEO remenuration still maintain at near 5-6 millions, not a really good management. This stock is hard to recover in 2-3 years.

=.=lll.. 2Q net loss 6.7 millions, last 4Q PE shoot up to ~17. 3Q definitely cannot earn so much as last year, PE will shoot up to ~20 with the current price. This is the reason why share price remain the same as March'20 time. Better follow Cold eye method to buy growth stock. T.T

Please beware, the worse haven't come yet:
1.) 1st quarter end at March 31 profit drop -43% from 136 mil to 78 mil.
2.) Share price dropped -19% from ~1.60 to 1.34 after 1st quarter result released on May.
3.) China & Sg profit only come in at 3rd quarter, which is 2nd half based on SUNWAY CEO info.
4.) 2nd quarter likely to turn near loss because the MCO start from March till June.
5.) 2020 forward PE going to be 17-18 range, F.EPS 8 sens, not really undervalue.
6.) Share price likely drop to RM1.1 range w 2nd quarter result release on August by adjust back to the normalize industry PE range.

Can buy at lower price because the share price is at downtrend now.

Please beware, the worse haven't come yet:
1.) 1st quarter end at March 31 profit drop -43% from 136 mil to 78 mil.
2.) Share price dropped -19% from ~1.60 to 1.34 after 1st quarter result released on May.
3.) China & Sg profit only come in at 3rd quarter, which is 2nd half based on SUNWAY CEO info.
4.) 2nd quarter likely to turn near loss because the MCO start from March till June.
5.) 2020 forward PE going to be 17-18 range, F.EPS 8 sens, not really undervalue.
6.) Share price likely drop to RM1.1 range w 2nd quarter result release on August by adjust back to the normalize industry PE range.

Can buy at lower price because the share price is at downtrend now.

The stock price is keep dropping. Based on analyst, 2nd quarter going to have more loses due to higher ECL come from bad asset quality.

OMG, Is time to run away first with so many uncertainties. https://www.washingtonpost.com/nation/2020/07/02/coronavirus-live-updates-us/

EPF keep sell.

越南纺织服装出口飙21%
http://www.nanyang.com/node/648085?tid=462

若美扶持成TPP大赢家 越南服装力压中国制造
http://www.nanyang.com/node/647741?tid=687

MBM missed the alloy wheel supply for Perodua Axia due to delays in manufacturing... http://www.theedgemalaysia.com/business-news/303365-amresearch-downgrades-mbm-resources-to-hold-cuts-fair-value-to-rm3.html

Peoples buy based on the newspaper's news have forgot this company just issued right shares and warrants, earnings and dividend going to be diluted for the next few quarters.

Magni EPS and dividend yields have shown a 10 years non-stop consistent growth since 2005 (Acquisition of south garment in 2006) even world economic crisis. PE7.8 is likely undervalued for a net cash flow, consistent dividends and consistent growth company...

This coming quarter result most probably going to increase compared to the same quarter last year.

Hmmm...No so agree, their plan suddenly can change one, last year also announced 1billion but lastly reduce to 700million and price sudden drop, shareholder get trap and loss... Futhermore bnm going to increase interest rate on end of june meeting, which may have impact on property segment...

Look at the last sentences, more import from china and korea going to affect growth and profitability for FY14 ending march as expects by board of director
http://www.theedgemalaysia.com/home/go-archive/117-business-a-markets-2013/247769-perstima-to-recover-70-market-share.html