Patiently waiting to add more position. Very near my target price already.

One more month to go before BPPLAS report their Q4 results. Expecting a solid and strong set of results. Hopefully bumper dividends as well!

@hassim05, ECOWLD management maybe learnt their lesson. Set the warrant price to high last time around. End up nobody will convert to mother share whe expiry, lose the fundraising opportunity.
This round they set the "indicative" exercise price to be (in my opinion) more realistic and should be rewarding to existing shareholders.

@Mrcool, their WA is priced too high the exercise price. It will be a while before there are any movements.

Bila mau announce the dividend ex-date?

Hmmm....time to add my position in SCGM. Patience paying off.

Many trade warrants (structured or company warrants) do not even know what it is all about.

Looking nicely the price to add more position.

QR released on the dot as expected! Thank you SCGM management for the dividend. Looking forward to the next QR!

@mdfauzan
Like the famous economist John Maynard Keynes said, “the markets can remain irrational longer than you can remain solvent.”

So, in the mean time just hold for quarterly dividends!

Listing: 5100WA
Exercise Price: 2.450
Maturity Date: 14 Dec 2026

It is highly commendable that the AXREIT management declared an early distribution for FY21Q4. The timing of the private placement will only dilute FY22Q1 onwards distribution income, giving existing shareholders the "deserved" distribution.

If they continue to payout this kind of dividend, it will turn into a Dividend Stock.

@wallstreetrookie, you have "inside" info?

@followKing, their FY22Q2 report?

https://www.theedgemarkets.com/article/dialog-bags-rm360m-epcc-contract-petronas-gas-johor

Good to see that DIALOG is actively adding revenue to its order book.

@quahsb, agreed! Patiently waiting to lower down my average cost. Company fundamentals are still very much intact.

Warrants if not mistaken have a predetermined date to convert to ordinary shares. Do not have any experience here, need to slowly digest and learn up this company warrants.

Wonder if AXREIT will offer another round of Dividend Reinvestment Plan early 2022?

Patiently waiting to increase my position. Fundamentally nothing changes, just the overall market sentiments are not good.
Also many take the chance to re-position themselves after the bonus issue, very normal.

Anyone here expecting TG to deliver the QR1 results with at least EPS 16 sen after last Q unexpected low EPS? They due to release the Q1 results by next week.

If can get close to 16 sen, can expect 12 sen dividend (matching Kossan).

Attended the AGM, the current delivery lead times for SuperMax if new customer places an order is 45-60 days.

Wah! Suddenly saw my long time queue matched at 3.98! Did I just caught a falling knife?

@i3kyan, PP means additional shares. It is dilutive- hence EPS and dividends will be lower (if everything remains ie PAT).
However, if the company is growing (higher PAT) then it is healthy.
PP represents the "cheapest" funds raising option for the company instead of borrowings from the banks.
As a shareholder, would loved AXREIT offers Right Issues to existing shareholders to participate instead of just PP.

@Nalab72

In a separate filing on Thursday, Axis REIT said it had fixed the issue price of its 188.04 million placement units, representing 13% of total issued units of 1.45 billion as at Oct 29 at RM1.78 per placement unit to successfully identified placees via a bookbuilding process.

The last few days I suspected that it was a toss between EPF/KWAP and AXREIT. EPF throw to low prices so the PP (5 day VWAP) before the determining date, they can get it cheap.
Hence the last day it went to 1.97 pushing up the VWAP and arriving at 1.78 as the PP price for EPF/KWAP.

Thank you AXREIT Management for another round of Income Distribution!

@Dongbei, should be announced before Christmas, not so soon.
BTW, I just upgraded to the new Ultra Box! Its Awesome!

EPF ceased to be a substantial shareholder in INARI. Good or bad?

Nice price to pick up more before ex-date for yummy dividend.

@ericliang, thanks for the info!

Could not find the information when the bonus share will be credited to our CDS Account.
First time receiving company warrants.

@ericliang, do share where you got this info on the warrant price.

With so many disruption in Q3, an EPS of 5.39 (Q1 EPS 5.15) is almost comparable to the industry leader TGUAN (Q3 EPS 5.85).
BPPLAS dividend is much more generous 3.00 vs 1.25 sen as compared to TGUAN.
9M BPPLAS EPS is 18.41 (Div 9.00sen) vs TGUAN 18.26 (Div 3.25sen) with both their share prices around the same range.

BPPLAS Management, thank you for the generous dividend!

@hakubasnow, yes indeed. Noticed that too. Even dividends also there are shareholders who would opposed to it.
Now we just wait for evening time for BPPLAS to release their Q3 report.

@hakubasnow, still got 300 shares and 4,400 shares opposed to the Bonus Issue and Free Warrants respectively!
The 300 shares must oppose because of the odd lots he/she will be getting!

Why AXREIT do not offer rights issue to existing shareholders? Do Private Placement to KWSP and KWAP. More shares for them to dispose in the market......

@Want2MakeMoney, haha looks good on paper only as no intention to trim my position. More interested in their dividend and free warrants.

BPPLAS is due to release their Q3 results on 22/11. Insider accumulating in anticipation of another strong set of results and bumper dividend?

Got a hunch BPPLAS will announce their Q3 report after the EGM in the afternoon. Looking forward to another bumper dividend!

Notice is out to have EGM for shareholders to vote for the 1:2 Bonus Issue and 1:5 Warrants on 22/11.

Nice price appreciation. Maybe after the Cukai Makmur came up, all attention turned to these small cap companies that have PAT less than 100M?

@Want2MakeMoney, revenue may be smaller but its EPS is way higher than TGUAN. This is the most convincing number! When I invested into BPPLAS, no IB covered this company, two months back Kenanga started to cover it. I like the low profile nature of this company.

@Want2MakeMoney, I went thru the same thought process as you. Finally decided on BPPLAS only as fundamentals and dividend yields are better than TGUAN when I evaluated them.

Cukai Makmur in 2022 will not affect BPPLAS. FY21H1 baru only PBT 30M. If they duplicate same in FY21H2, the entire FY21 baru PBT 60M. Assuming they grow they PBT by 20% in 2022, baru only PBT 72M.

As expected the QR will not be fantastic. Hopefully there will be a few more bigger IPO to pull more traders/investors to BURSA. Let's see what happens in Q4 after the recent budget announcement. Expect more volume in the next few weeks.

@Nepo, share your same sentiments. Just wished that the management considers Rights Issue rather than Private Placement. Let existing shareholders grow with them.

@TreeTopView, I am of the opinion that the revenue and profit to be lower QoQ and YoY. Recent ADTV is not high.

KOSSAN really reward their shareholders! Payout ratio in the region of 60% instead of the usual 30%. Thank you so much KOSSAN!

Thank you AXREIT Management for the dividends! Another good and solid QR. Looking forward to next QR!