limch

limch | Joined since 2015-08-29

Investing Experience -
Risk Profile -

Be greedy when others fearful-Warren Buffett. UM graduate. 27 years experience in stock market. Graduate same faculty like KWAP CEO. Like CPO and property counters bec believe land will appreciate over time.

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Stock

2017-04-28 11:47 | Report Abuse

Petronas has many choices why must choose UMW OG?

Posted by Jeff10 > Apr 28, 2017 11:32 AM | Report Abuse
Best is sell UMWOG to PETRONAS at NTA plus some premium so habis cerita

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2017-04-28 11:20 | Report Abuse

If you think you lose so much money because of IPO blame it on M'sian culture. They simply approve IPO without thinking the consequences post IPO. IPO is good for founders or owner not us retailers for many counters.

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2017-04-28 11:10 | Report Abuse

FGV is CPO counter so when CPO up it makes more money.

growing limch, what does it mean CPO up? I'm still familiarizing with all this lingo
28/04/2017 11:04

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2017-04-28 11:08 | Report Abuse

I suggest merger between Icon and Orkim better.

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2017-04-28 11:07 | Report Abuse

Rowie if you think Icon overprice how about UMW OG itself? Not overpriced?

Rowie Dont worry on that matter, business as usual with shares now directly owned by same shareholders who will want the company to succeed
First focus on pre-merger price level, funding will come later & no need deep discount
Can do rights issue at 1.00 instead of 50 sen by buying over-priced assets
28/04/2017 10:46

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2017-04-28 11:03 | Report Abuse

If no merger is UMW OG cheap at 68 sen? So coming 2017 QR EPS 5 sen and above?

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2017-04-28 10:55 | Report Abuse

How about merger between Icon and Orkim?

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2017-04-28 10:53 | Report Abuse

If judge on QR UMW OG is not cheap or beautiful(price) to be courted.

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2017-04-28 10:45 | Report Abuse

If merger difficult why not ask PNB buy Icon directly? After all Datuk Abdul Rahman Ahmad created Ekuinas who own Icon and now he is PNB CEO.

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2017-04-28 10:07 | Report Abuse

Agree. Question is who need who more? I see UMW OG revenue about same like Icon why market capitalisation so much different?

Posted by Cimbnet > Apr 28, 2017 09:38 AM | Report Abuse
Market irrational ma. Panic sell now then buy back higher later.

Stock

2017-04-28 10:00 | Report Abuse

Because of your comments in Gtronic. He knew you very well.

Posted by cooling > Apr 28, 2017 09:39 AM | Report Abuse
poorkid...u dont believe me u buy more ...hahaha

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2017-04-28 09:27 | Report Abuse

Only Maybank do coverage on Icon.

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2017-04-28 09:26 | Report Abuse

Once again proven Maybank is worst IB.

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2017-04-28 04:50 | Report Abuse

Fong KH why you so stingy 1? Got free makan not enough? You know how much cost to transport edible oil from China?

Fong Kh Go annual meeting got free edible oils?
27/04/2017 21:19

RM 5.3 to buy a copy also cannot come out?
Fong Kh where is the link
25/04/2017 15:45

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2017-04-28 04:39 | Report Abuse

Even PRA has gone up and PRGL still holding well at HKD 99 sen. Bursa a bit like a casino maybe unit trusts(Public Mutual?) never calculate their loss properly selling at lowest price in 10 years.

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2017-04-28 04:38 | Report Abuse

If read how KYY made his first million(buying HK cheap stock) probably those buying Parkson at current rock bottom price has similar chance?

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2017-04-28 04:29 | Report Abuse

Agree. How about Padini? Why TTB Icap own both stocks?

nikicheong Nonsense. How dare you claim retailing is a sunset industry! That's as foolish a statement as I've ever heard. Retailers have to make changes. Parkson has trended downwards for 5 years. They're still opening huge stores all over Asia, including Malaysia in Johor it will be the Paradigm Malls anchor tenant.

Is it risky? Sure thing. But this is a stock with limited downside and considerable upside, trading at some 0.27X to book value.
28/04/2017 02:00

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2017-04-28 04:25 | Report Abuse

Lu ada berapa saham lagi mau jual?

Posted by bjgdila123 > Apr 27, 2017 10:25 PM | Report Abuse
lambat lagi mau naik jual dulu

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2017-04-28 04:23 | Report Abuse

Many businesses are still suffering. Yet I see XOX biz getting better and better with more subscribers.

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2017-04-28 04:12 | Report Abuse

When FGV hit RM 2.52 last Sep; QR was EPS 1.7 sen. Latest QR EPS 3 sen. Since still 38 sen off last year peak coming QR(May'17) EPS worse than 1.7 or 3 sen?

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2017-04-28 04:04 | Report Abuse

People run already now only you want to buy?

Posted by oasischeah > Apr 21, 2017 01:26 PM | Report Abuse
A possible profit if buy and convert.

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2017-04-26 16:30 | Report Abuse

I thought of voting BN in GE 14. Now must go back to Pakatan. BN so disappointing.

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2017-04-26 15:14 | Report Abuse

Where is Ms SH Quah? Isn't you dislike merger since you said maximum Icon can go is 50 sen? Now if merger off why drop instead?

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2017-04-26 12:52 | Report Abuse

So FGV maintain every year give dividend since listing.

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2017-04-26 12:50 | Report Abuse

Profit up in annual(audited account) report compare to unaudited account.

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2017-04-26 10:02 | Report Abuse

Where is promoter? FGV cannot go down or else BN 60 years ruling in trouble.

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2017-04-26 09:48 | Report Abuse

UMWOG seem to go up. Any hope in our exchange in UMW OG share if merger successful?

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2017-04-26 09:43 | Report Abuse

Tabung Haji bought a lot recently. Their money go to drain again?

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2017-04-26 09:37 | Report Abuse

Because of Maybank I get to know Icon. Can I sue them for my losses here?

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2017-04-26 09:35 | Report Abuse

Maybank was around when merger created. So Maybank cannot be trusted also?

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2017-04-26 09:33 | Report Abuse

How about Petronas call for O&G merger a failure?

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2017-04-26 09:32 | Report Abuse

Datuk why you have no say as PNB CEO?

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2017-04-26 09:23 | Report Abuse

Why Icon O&G merger can be a failure with Datuk Abdul Rahman Ahmad PNB CEO behind?

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2017-04-25 20:54 | Report Abuse

So in Vivo case can we make MIDF pay us for our loss due to their TP 40 sen?

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2017-04-25 11:42 | Report Abuse

HSS was 55 sen when 1.5 months ago. Since then order book increase by 70%(95 sen jump from 55 sen)?
https://klse.i3investor.com/servlets/stk/chart/0185.jsp

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2017-04-25 11:29 | Report Abuse

Agree with 4444. If we pay HSS 95 sen instead of say 55 sen we pay 40 sen extra.

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2017-04-25 11:02 | Report Abuse

I talk abt HSS when abt 55 sen. Now 1 after another IB start to promote it. Latest is Affin.

limch Good QR and strong order books mean coming QR will remain strong as long as BN in power. Hold.

pingdan contract of RM5mil is immaterial to the total unbilled project of RM370 million. Nvm ba i will still hold this share
13/03/2017 11:37
16/03/2017 12:17

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2017-04-25 10:16 | Report Abuse

RM 24 billion vs FGV RM 7.4 billion market capitalisation so better tell CEO Zakaria Arshad or Felda chairman Shahrir Samad better sell all FGV oil palm estates to anyone(Tradewind, Sime Darby, IOI, KLK, etc) interested.

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2017-04-25 10:10 | Report Abuse

If I take lowest at RM 60K per hectare multiple by FGV hectarages say 400,000 I get minimum RM 24 billion valuation.

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2017-04-25 10:07 | Report Abuse

“Now, these prices are no longer valid. I believe the plantation landbank price in Sabah has come down to about RM60,000-RM65,000 per ha,” Chandran pointed out.
In Peninsular Malaysia, the value for similar-sized oil palm estates is around 20% to 40% higher, depending on location.
Read more at http://www.thestar.com.my/business/business-news/2017/04/24/planters-target-existing-oil-palm-plantations/#otiu7Im9G3yLccKz.99

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2017-04-25 10:02 | Report Abuse

Read weekly Edge possible 30% dividend policy ruling to be imposed. So Xinghe to pay 0.3 sen dividend or DY 7.5% at 4 sen?

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2017-04-21 13:21 | Report Abuse

Who know? EPF disposed earlier because when Emir Mavani was FGV CEO he went on spending spree. New CEO Zakaria Arshad has different approach targeting internal efficiency.

EPF keen to invest more in natural resources - The Sun Daily
www.thesundaily.my/news/2017/04/21/epf-keen-invest-more-natural-resources
21/04/2017 12:24