pathew

pathew | Joined since 2012-09-11

Investing Experience Beginner
Risk Profile High

Followers

0

Following

0

Blog Posts

0

Threads

2,028

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
2,028
Past 30 days
0
Past 7 days
0
Today
0

User Comments
General

2014-04-25 17:00 | Report Abuse

check out digistar... director's intention to trade :)
in line with price movement from 21st april onwards... matrix how?

General

2014-04-25 15:51 | Report Abuse

profitman, then we should eye some of those that has been shared before and we'll all benefit from it before analyst make a buy call or upgrade these companies :D:D

General

2014-04-25 15:07 | Report Abuse

cherry tomato, wow got plantation expert... maybe can share some insights with us here :)

Btw, any idea when B5 and B10 implementing in Malaysia/Indon and take up in other countries? Heard Europe was interested?

General

2014-04-25 14:09 | Report Abuse

Thanks tuck2 for the kind sharing on analyst remarks.

CPO I feel has upside in mid term.. dry spell from may - aug will make supply less and coupled with biodiesel B5 and B10 composition in Indon and Malaysia to increase demand of CPO...

just my 0.5sen thoughts again:)

General

2014-04-25 12:28 | Report Abuse

Mat, I am not in it yet. Just included into my watch list :)

General

2014-04-25 11:54 | Report Abuse

morning guys, Selangor dredging/nylex... please look see

General

2014-04-24 14:56 | Report Abuse

plantations sectors in play, jtiasa, thplantation, hsl, tdm, cbip....
any take on these counters?

General

2014-04-24 12:35 | Report Abuse

Hi Splendid,

Good point on Bank Negara imposing restrictions. BLR will go and be replaced by some monthly rates I believe. Not sure by when though.

As for Hua Yang, I haven't been following their developments lately. As I know, the prices have been moving upwards quite a lot in the past. Not sure if their landbanks are sustainable because they only have small parcels of lands in strategic locations like puchong, pulai and a few other places.

Whereas Matrix Concept Holdings has massive land banks and they are a township builder which gives them maximum control on the masterplan development in Seremban. Besides, Matrix has been paying dividends every quarter without fail, although I don't know if this sustainable in the long run.

Fair to say, Matrix has more legs in growth that's why I like it :)

General

2014-04-24 12:19 | Report Abuse

Guys, as I know property not under GST purview, but prices of construction and all that will still go up due to GST. Anyhow, Matrix is good due to not so speculative nature as it's meant for home owners.

Ecoworld the infamous Liew is expected to helm the leadership of the company which is good due to proven track record.

E&O with STP2 DEIA cleared, shouldn't see much roadblocks and has high GDV with long term future prospects.

MKH landbank in Kajang and has young palm oil plantations, can rely on CPO boom to push the prices up together with their steady growth in development.

Just my 0.5sen thoughts on the above

Stock

2014-04-24 10:06 | Report Abuse

sell in may and go away? well, I think might be a good time to select few potential counters to buy on dips :)

General

2014-04-24 10:04 | Report Abuse

Matrix, Profitman, choolooi, what do you guys think of property sectors?

I especially like Matrix Concepts, MKH, E&O, Ecoworld... perhaps some reading into these counters as well?

General

2014-04-24 10:00 | Report Abuse

morning guys!

General

2014-04-22 10:42 | Report Abuse

Dear Matrix, looks like I won't be able to join you for dinner as I'm off to Australia from 7th - 16th May. I'll only be back on 17th May.

But I'll drop you an email just to stay in touch ya! Thanks for the wonderful offer bro!

Stock

2014-04-21 11:39 | Report Abuse

wait, the 2k acres of land is 1 big parcel of land or it's in various different locations? If there's a revaluation, we need to probably take into that into account as different parcels of land will be valued differently.

General

2014-04-15 11:24 | Report Abuse

forgot to look back at my favourite, Matrix Concept Holdings... already spring above Rm4... damn it

General

2014-04-14 17:51 | Report Abuse

everyday talamt go up 0.5sen I syok dy :)

General

2014-04-14 14:28 | Report Abuse

Last Friday took E&O @ 2.25 :)
Today flying...

General

2014-04-11 17:20 | Report Abuse

Good weekend to all fellow forumers!
Matrix, enjoy your wine & dine this evening :)

You deserve every bit of it, especially sharing your buys with everyone here.

General

2014-04-11 16:54 | Report Abuse

welcome profit :)
very bullish with high volume, but it didn't break 138... maybe it will consolidate a bit before moving up somemore?

General

2014-04-11 16:41 | Report Abuse

I bought talamt, muhibah, inari, thheavy
need more patience like you... sometimes I just enter at the wrong timing and don't know when to cut loss

General

2014-04-11 16:30 | Report Abuse

matrix, i'm looking at a few counters in my watchlist.
Tebrau was 1 of them, and now E&O...

General

2014-04-11 15:57 | Report Abuse

matrix, I hesitated this morning... again... 132 thought of collecting, break above 130 with volume good sign right?

next resistance 138/140 ya? think this one should be good

General

2014-04-11 15:45 | Report Abuse

tebrau nice movements :)

General

2014-04-11 13:51 | Report Abuse

gtronics, aiyor, flying up, I hesitated to take 355/356 earlier

General

2014-04-11 10:52 | Report Abuse

matrix, ock forming new bottom at 138? with stronger support at 133/130 level?

Stock

2014-04-11 10:19 | Report Abuse

should be supported 3.50 - 3.55 level

General

2014-04-11 09:18 | Report Abuse

Morning Mat, Profit, tony, metta and all other fellow forumers :)
Yes Metta, long time no see... catch you around here more often from now on?

I've been missing myself :P

General

2014-04-10 15:01 | Report Abuse

ok bro matrix, anything just buzz me...
cheers!

Stock

2014-04-10 12:10 | Report Abuse

Robocop what news

Stock

2014-04-10 11:36 | Report Abuse

what's the big news on this company? Suncity bought over or RTO ideal?

General

2014-04-10 11:07 | Report Abuse

profitman, high risk high gain! good job man!

General

2014-04-10 10:35 | Report Abuse

good morning profitman!
so what are you profiting on today? :)

General

2014-04-10 10:18 | Report Abuse

morning all, matrix I got your message last night... sorry I didn't reply earlier. yes would be nice to catch up :)
you have my email address right?

Stock

2014-04-10 09:27 | Report Abuse

puncak boss calling for EGM...

General

2014-04-09 13:11 | Report Abuse

how about gtronic/unisem?

General

2014-04-09 10:19 | Report Abuse

Morning Matrix, our prayers are with you and your family! We'll pray for a successful operation and a speedy recovery for your SIL.

Stock

2014-04-01 17:18 | Report Abuse

wow thanks guys... I missed buying the share yesterday... was tempted to q 1.30
looks like tomorrow I better get it before it's gone too

Stock

2014-03-31 17:25 | Report Abuse

rikki, your news from where?

Stock

2014-03-27 16:32 | Report Abuse

@azli, good news = get contract from local or international ?

Stock

2014-03-27 11:48 | Report Abuse

well consolidated this range, but if break can see support at 1.45 and 1.40 respectively. anyhow, up to you to sell...

Stock

2014-03-27 11:18 | Report Abuse

what news value master?

Stock

2014-03-26 16:27 | Report Abuse

buy on rumour, sell on news....

Stock

2014-02-28 12:00 | Report Abuse

RHB report say 1.56B profit translate to RM3.78 per share

So why is it valued at RM5.22? Current price RM3.44+3.78 = RM7.22 already
Not including O&G T&I contract by PETRONAS? RM8 anytime like that right?

Stock
Stock
Stock

2014-02-27 14:30 | Report Abuse

yes I read the letters indicated in bursa website, Selangor still give same offer BUT takes on liabilities so this would have already sweetened the deal for Puncak!

Only contention is RoE is 12% instead of 15% and it's not compounding... so this may be a contention point. But I don't think they will fuss about it since the deal is NET of liabilities!

Stock

2014-02-26 17:23 | Report Abuse

definitely something in it for Kali to sign MoU with Fed... we'll see how it goes from hereon... impasse should be smoother now with L2 given green light to go ahead. Just a matter of time to buy up the assets.

Stock

2014-02-26 15:44 | Report Abuse

so 9.65B + 2B = 11.65B?
how much would that work out to per share?

Stock

2014-02-26 14:04 | Report Abuse

so they can build Langat 2, but the asset take over still on the overhang?

Stock

2014-02-20 15:20 | Report Abuse

Saturn, M&A in Property division?? Is this a hint on E&O and SIME?