i have received circular from canone regarding the acquisition of remaining 20% of f&b. i think this is not a good deal because the vendor who hold this 20% of f&b company, after the acquisition will hold 20.69% of entire canone. according to fye 2014, the vendor's 20% of f&b company only contribute pat 7.22mil to canone, but the pat will become 14.69mil after hold 20.69% of canone.

In fact, i am not agreed with plenitude take over nomad. plenitude is poor in managing hotel business. just look at hotel in tanjung bungah, spent 35mil for renovation and reopen in oct 2013, until now is still facing loss.

they change the financial year ended 31 dec instead of 31 mar every year.

i3i2i1, the 5sen dividend will only be announce after agm in june. this is drp like previous 5sen dividend.

dividend payout 40% means dividend about 15sen per year, dividend yield 7%

ksl will announce another 5sen drp after agm on june. previous drp was at rm1.57, it was up 58sen to current rm2.15.

Brother Er, 至少有两只股你我是共同拥有的，那就是Can One及Magni。买入是因为看好这两只股的潜能，特别是现在美元走强的时刻。看看最新的业绩，Can One (出口占63%)及Magni(出口占82%）都是因美元走强而取得亮丽的业绩。现在美元继续挺升至接近RM3.80，期待来临的业绩更上一层楼。

still long way to go, at least 6 months to complete the deal. this is conditional take over and it may not success at the end.

the latest 2 quarters' eps over 4sen, annualized will be 16sen, it's was undervalued at current price 94.5sen

agreed with you. canone really undervalued at 2.57. just 32.9% stake in kianjoo already contribute 2014 revenue 35.9mil, after deduct finance cost of 20.2mil, pbt around 23mil (eps 15sen). it's dairy products contribute a lot in Q4 partly due to usd appreciation. 2015 Q1 will be at least maintain eps 17sen.

agreed with erkongseng, bonus coming soon....

although the last quarter result is not good as expected, but this is not the reason for steep plunge in last hour. y-y result still show excellent. there must be somebody wanna confused public for panic sell.

alphajack, don't you see the result of property investment getting better quarter to quarter. Let me show you the data. revenue for 2013Q1=30mil, 2013Q2=34.3mil, 2013Q3=30.6mil, 2013Q4=38.3mil, 2014Q1=35.6mil, 2014Q2=39.5mil, 2014Q3=39.3mil and 2014Q4=43.6mil. Profit(before finance cost+tax) for 2013Q1=18.2mil, 2013Q2=21.1mil, 2013Q3=18.6mil, 2013Q4=19.1mil, 2014Q1=20.8mil, 2014Q2=24.3mil, 2014Q3=22.6mil and 2014Q4=28.1mil (excl. 88.2mil fair value gain). 2013 revenue=137.3mil, profit=77.4mil and 2014 revenue=158mil, profit=95.8mil. last 2 weeks, i went visit ksl city mall, all stores almost fully occupied. i have read an analyst report, ksl's stores rental fee is rm11 psf compare to rm18 psf for city square. ksl got potential to increase the rental fee.

excluded 88.2mil fair value gain, ksl's profit was 252mil, which is 31.5% profit margin of revenue 801mil.
property investment doing very well, revenue from 137mil (2013) to 158mil (2014) and net profit, increase 15% and
profit from 77.4mil (2013) to 92.8mil (2014), increase 20%. ksl's property investment's book value stood at 586mil and the market value about 2bil, really got potential to list in bursa..

5sen dividend waiting for approval with option for cash or DRP at discounted price.

well done ksl, Q4 eps 24.85sen, whole year eps 80sen

you can't the forecast profit of plantation at the stage, it need at least 5 years to generate profit. i think this is correct time to invest now.

the boss said they will reduce the borrowings in usd which is currently stood at usd 85mil.

cash already hit rm439mil. hope allocate some for dividend payout.

Aero1, in fact q1 forex gain 300k due to strong rupiah vs rm that can cover weaken rupiah vs usd. plantation doing excellent with 62.4mil turnover. i think the output of ffb will be getting stronger in quarters coming.

quarterly result will be out end of this month, expect a good result.

definitely mkh is attractive. at this moment, plantation sector contribute 20% only of the total revenue of mkh. effort to increase the plantation land bank need to carry on.

more 60% of canone revenue is from export of dairy products, strengthening of usd vs rm will benefit to canone. i am expecting excellent financial result in coming quarters.

earo1, your calculation a bit Exaggerated. with 360mt ffb, 22% oer and cpo price at rm2,200/mt, the plantation revenue around rm174mil. from past record, the net margin around 13%, net profit around rm22,6mil. with total share 419.4mil, plantation contribute group's eps around 5-6sen only.

Why nobody discuss Canone in this forum? Nothing is attracted people to leave comments here? How about forex gain/loss issue on Canone?

watchme, according to analysts, net profit 5 mil per year

plenitude newly launched project, the marin, batu ferringghi, penang. total 149 units luxury condo, price range from rm1,800,000 to rm3,500,00

watchme, ksl declare dividend 5sen/share. total ksl mother share 788,847,000 and ksl-wa 182,919,000. assume all ksl-wa convert to mother share, total share will reach 971,756,000 and total dividend payout is rm48,587,800. approved new share DRP is 31,860,873, new share price will be at 1.52. that's mean company offer you to pay 1.52 to buy new share, 35sen or 18.7% discount compare to current market price of 1.87.

brother rich, plenitude gave 6 sen dividend every year. bonus issue 1:1 in 2010. probably will declare another bonus next year.

U can't ever find a company in klse with huge cash 1.56 per share at current share price of 2.15. plenitude is low risk at this stage.

this is luxury condo project, price range above 1.8mil, is hardly to get high take up rate in such a short period. be patient.

my understanding is the marin is 2 towers 21 storey luxury condo, total of 149 units with 4 units per floor. build up area : 1,750 ~ 3,735 s.f. price range from RM 1,866,930 – 4,416,100. launch date 13 dec 2014 estimate completion date 2018. it may need some time to increase take up rate

stkoay, how many % take up rate ?

no problem, the prince still young and his grandma is going to .... soon. one day he will become king and win the world. i am younger than elsie chua, i don't mind to wait even until plenitude nta hit rm10.

my warning to nissansuny, please don't ever trust any buy call from papers or analysts, especially at the bearish stage like now.

agree with CW. just imagine excluding cash (worth 1.56), plenitude just worth 78sen at the current price. those who sell at this price is really sochai.

It was because some property development still in preliminary stage, that's why its unbilled sales hit 823mil as at 4th quarter 2014. Unbilled sales will be progressively become revenue in coming quarters. one thing have to consider is the ringgit vs rupiah has depreciated from 3705 on 30/09/2014 to current 3567, 3.7%. plantation may has forex gain in next quarter's result

Just cash only worth 1.56 per share, the rest of assets included lank, hotel, inventory, acct receivable worth only 78sen per share (at current price of 2.34). It need to keep for long term to generate profit. I am waiting for it to further down some more to collect.

why 9pc? KSL pay dividend every quarter?

MKH Property development recorded lower profit partly due to absent of gain on bargain purchase on acquisition of subsidiaries for property development in
the current year as compared to the preceding year of RM31.2 million, what is this about? anybody here can help to explain?

warrant premium is 28%, is consider high as the maturity left less than 2 years.

david, don't mind to share your points of view on plenitude's bad points? I am waiting since yesterday.

anybody here know the trees planting status of cbip in indonesia? don't mind to share?

david, people didn't get, you don't mind to share?

for me, the latest result is consider ok. hotel business still haven't generate profit. with cash 421.7mil, nta 3.71, retained earning/total equity=73%, latest eps 8.1sen, i am still waiting for plenitude to declare special dividend or bonus issue near future.

this is married deal, is not consider sold their shares. they just let some share to 3rd party who is interested to invest on mkh.

nobody want to sell warranty.

tomorrow will receive dividend from MKH.

CBIP的红股及凭单将在12 Nov上市。

Pelnitude的CEO说会保留大量的现金以应付市场逆势，所以不会派发高股息，不过我认为接下来的一年里他们会以发红股来取代，毕竟保留盈利已占了股东基金的72%。