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2013-11-28 11:11 | Report Abuse
jeffrey123: r u happy now bro. Patience is a vrtue
2013-11-28 09:25 | Report Abuse
fly highhhhhhhhhhhhhhhhh!
2013-11-28 09:23 | Report Abuse
WRY9876: which report bro
2013-11-28 08:31 | Report Abuse
According to my fund manager, it was not a push up for sale. We will see wht happens tomorrow. But the company is a sound investment.
27/11/2013 20:12
WATCH IT GO TODAY!!
2013-11-27 21:19 | Report Abuse
I) 12M Sept 2013 - REVENUE jumped by a whopping 48% from RM 202m (Sept 2012) to RM 299m (Sept 2013); and NET PROFIT rose by 24% from RM 33,2m (Sept 2012) to RM 44.1m (Sept 2012), EXCELLENT. I was expecting a revenue around RM 250m.
(ii) Q3'13 - REVENUE increased by a whopping 70% from RM 51.2m (Q3'12) to RM 87.1 m
(Q3'13); and NET PROFIT BEFORE TAX (NPBT) rose by whopping 52%. from RM 14.2m (Q3'12) to RM 21.6 m (Q3'13).
(iii) Q3'13 - NET PROFIT AFTER TAX dropped to RM 10.6m (Q3'13) from 14m (Q312) because Barakah was hit in Q3'13 by MYR11m in deferred tax provisions (51%). This when compared to tax in Q13'12 of 1,6% (227,000). THIS HAS NOTHING TO DO WITH THE OVERALL BUSINESS PERFORMANCE
VERDICT: EXCELLENT FINANCIALS. BOOK ORDER OF RM 756m FOR THE NEXT FIVE YEARS). BARAKAH LOOKING FORWARD TO THE ENTICING RM 2b-4b PACKAGE A of THE PAN MALAYSIAN 'T&!" PROJECT,- THE NEXT BIGGEST ANNOUNCEMENT FROM PETRONAS Q4'!3
2013-11-27 20:32 | Report Abuse
we got so many interesting forumers here. Lets be at peace with each other and be constructive in exchanging analysis and viewpoints. Form a club if possible !! Calvin is right, need to change name from PM Corp to NFI. If shareholders r hesitant on the direction, why don't they allow a takeover
27/11/2013 20:29
2013-11-27 20:24 | Report Abuse
mike thanks for the advise. will hold on Takaful till dividend payout
2013-11-27 20:12 | Report Abuse
According to my fund manager, it was not a push up for sale. We will see wht happens tomorrow. But the company is a sound investment.
2013-11-27 17:00 | Report Abuse
mike, ur umnsgb and insas were good bets. But my focus was on Barakah and Takaful. Lookin at ur TAFI tip
2013-11-27 16:56 | Report Abuse
tomorrow hopefully is the real show. Heavy buying from 4.00 pm onwards
2013-11-27 11:45 | Report Abuse
calvintan: I would also thank u for me buyin 250k of PM CORP at 26.5c. Saw ur encouraging postin in a different forum. Exited at 35c after analyzing mkwatch and mikeking comments. In other words we need and appreciate all of u for ur postings, and the decision to BUY/SELL is entirely ours. God Bless
2013-11-27 11:37 | Report Abuse
calvintan: Thks . But TAKAFUL looks good - eps .85c !2M'!3 X PE 12.5 is already RM 10.62. This is as it now, not even looking at CAGR for further years and also their excellent dividend paying track record.
2013-11-27 11:22 | Report Abuse
mike, TA is movin up. you asked me yesterday to hv a look at this counter. Shall I buy? Yesterday I went in an purchased 10 lots TAKAFUL at Rm 10.00, looking at their excellent financials - eps is est at 0.85c this !2M DEC 2013.
2013-11-27 10:19 | Report Abuse
jeffrey123: HV FAITH & CONFIDENCE BRO . WATCH IT GO UP TODAY> MANY HV NOT READ THE MAYBANK LATEST PRICE TARGET OF RM 1.65
2013-11-27 10:11 | Report Abuse
BUY INTO WEAKNESS AND SELL INTO STRENGTH. REMEMBER THIS S A GOOD STOCK
2013-11-27 01:03 | Report Abuse
30 cents bro. EXCELLENT DIVIDEND FROM AN EXCELLENT COMPANY. FLY HIGH TOMORROW
2013-11-26 19:12 | Report Abuse
2nd Interim Dividend 30% Single Tier
26-11-2013 17:09:37
Entitlement Type: Second Interim DIvidend
Entitlement Date: 12-12-2013 04:00PM
Year Ending/Period Ending/Ended Date: 31-12-2013
EX Date: 10-12-2013
Payment Date: 23-12-2013
A depositor shall quantify for the entitlement in respect of:
-Securities transferred into the Depositor's Security Account Before: 12-12-2013 04:00PM
in respect of ordinary transfers
-Securities bought on BMSM on a cum entitlement basic according to the Rules of the BMSB
Registrar's Name and Contact :
Symphony Share Registrars Sdn BhdLevel 6, Symphony HousePusat Dagangan Dana 1Jalan PJU 1A/4647301 Petaling JayaSelangorTel : 03-7841 8000
Remarks:
-
Submitted By:
MOHAMAD ASRI YUSOFF
Ref Code: 20131126EA00087
2013-11-26 16:02 | Report Abuse
waiting for financials. Sabar
2013-11-26 12:27 | Report Abuse
how is the price before ex. anyone's guess? is the price trending too high.....!!!. We will find out soon
2013-11-26 12:09 | Report Abuse
Still in consolidation phase , heading towards Rm 8.00. For genuine investors waiting for the split exercise, no worries, Company is sound with excellent fundamentals. Only the contra players. They r also those holding who want to exit at a higher price before the split, if the profit warrants!
2013-11-26 11:53 | Report Abuse
Buy into weakness and sell into strength
2013-11-26 11:52 | Report Abuse
should see a positive trend after Q4'13 and 12M '13 (Sep'13) today. Expected to do RM 250m in Revenue and RM 38m NP for 12M'13 according to estimates. Good stock. not to worry
2013-11-26 10:09 | Report Abuse
THE CHOC GURU's PREACHING:-
"I told him that MUI Berhad is the number One beneficiary of PM Corp's Price Surge since MUI Berhad owns 70& PM Corp shares. The last 4% bought at only 12 to 13 cents.
So MUI Berhad is a far better buy than Tafi or any other shares since MUI Berhad hasn't moved much. Then I paid a visit to OSK (RHB) Investment Bank. Here I met Our True Sifu & Champion Lawrence Tan & other Johor Investors. We did a comparison between Keck Seng & MUI Berhad. Which has the better assets? Bring out Keck Seng Assets? Land in Kangkar Baru, Kong Kong & Tanjung Puteri. They are located in worse places than MP Corp's land in Nusa Damai. Then we talked about MUI Berhad's Gain in PM Corp's share price surge.
Also the highly valuable assets of MUI Berhad in prime location, unlike Keck Seng. Mr. Market has Overpriced Keck Seng & GROSSLY UNDERPRICED MUI BERHAD. PM Corp & MUI Berhad are interlinked just as KFima & Fima Corp. Since PM Corp has gone up in price, it is only a matter of time that MUI Berhad follows. Calvin Tan"
13/11/2013 01:19
2013-11-26 08:12 | Report Abuse
GRACESIEW Post: Fortunebull~ y u keep on mention TP rm10 in sight
25/11/2013 16:26
Fortunebull using 'MYEG: telescope!!!!!
2013-11-26 08:06 | Report Abuse
ok mike. will look into this stock. Thanks
2013-11-25 23:45 | Report Abuse
'drop it like its hot'
2013-11-25 23:38 | Report Abuse
73% is from the sale of lands in the iskandar area. No big deal for any company with such strong connections to do this this. We shareholders r interested in revenue from land development. Heartsick!!!. Looks like a further drop tomorrow when u analyze in detail
2013-11-25 23:25 | Report Abuse
tomorrow a sell down on these two counters for sure......
2013-11-25 23:09 | Report Abuse
Both no hopers. Shameful financials! Get a life. find a different stock
2013-11-25 22:57 | Report Abuse
it does not look good, Q3'13 to Q3'12: and 9M' 13 to 9M'12, both in terms of revenue and profitability
2013-11-25 16:22 | Report Abuse
'Our TP, pegged to 12x FY15 fully diluted PER, is under review pending the contract announcement' of the for the Pan Malaysia T&I job." MBB. That is why they strongly recommend "BUY"
2013-11-25 16:19 | Report Abuse
Could TP based on wt. they have now and not the 'T&1"
2013-11-25 15:12 | Report Abuse
if everthing is so great and as planned why the buyers hesitating? Most of those who want to get in on the exercise are already in. I seeing price trending around 7,50 to 8.00.
2013-11-25 14:07 | Report Abuse
mikekong55 post: I don't have umsngb. maybe someone here have when ask to buy 0.905/0.910.
thanks mike.
Would also like to thank u and mktwatch for the timely reminder to take profits on pm corp when it was around 35 - 36.5c.. I bgt 250k at 26.5c and exited at 35c. Well i am watching this counter closely on their marketing strategies. Unlocking good assets and also 'revaluation surplus' (once booked) to raise the NTA, is not a true measure for investors to gauge the direction of any companies. It should come from its "sales growth'. Surprising, the company has not come up with any statements on this. Until and unless this is done, difficult to gauge which direction the company is heading. It should come from the horses' mouth - the shareholders!
2013-11-25 11:50 | Report Abuse
what is ur targeted price to exit UMSNB mike
Mikekong waiting for umsngb to shoot this afternoon hopefully.
2013-11-25 11:25 | Report Abuse
3rd qtr result factored in already
2013-11-25 11:22 | Report Abuse
MQTECH loss makin company. its the sharks at it again
2013-11-25 11:19 | Report Abuse
loss makin company. its the sharks at it again
2013-11-24 02:10 | Report Abuse
just keep this stock in ur portfolio and watch its performance after 6 months to a year. Definitely 50 - 80% ROI. Just look at Punack Niaga at Rm 3.48, a 198% increase from January 2013
2013-11-23 20:03 | Report Abuse
luyee. Just an assumption. We know from analysis and also from Bank analysts that the TP is around 11.50. Why ex it high near the TP of Rm 11.50. Ex it at around Rm 8.00 Give the 'differential premium' as an enticement for new entrants to this stock once ex.
Everyone has fair share.
The free float of a company is the proportion of shares that are held by investors who are likely to be willing trade. It is a measure of how many shares are reasonably liquid. It therefore excludes those shares held by strategic shareholders. The 'low' free float is in reference to the 65% currently in the hand of 3 major shareholder, which I have mentioned r in this forum
As for the free float (%), it will remain staus quo.after split.
2013-11-23 12:20 | Report Abuse
An addition to earlier post: -
After ex,and post split - 5 shares X Rm 2.00 (incorporating max premium upon listing of splits) = Rm 10.00, (TP)
Note: Assuming u boubght 1 share for Rm 8.00 just before ex date, u got a premium of 40c after listing of splits to benefit
*Based on above, there is 40c & > 40c premium for (i) investors who bought at Rm 8 (pre-ex) & the careful/doubting investors awaiting to get in on the act on listing date; and (ii) lastly (>40c) for the lucky investors who got on the 'gravy train' earlier and bought at < than Rm 8.00 pre-ex .
Now all can fly.... with Dsonic.
2013-11-23 12:00 | Report Abuse
Not so soon. Rm 10.00!
After ex,and post split - 5 shares X Rm 2.00 (incorporating max premium upon listing of splits) = Rm 10.00, (TP)
Note: Assuming u boubght 1 share for Rm 8.00 just before ex date, u got a premium of 40c after listing of splits to benefit..
The whole idea of the split exercise is to make Dsonic shares financially accessible to a broader spectrum of investors who wish to grow with this excellent company. The company's excellent management had made this timely move before the shares gallop away and be beneficial to only a certain investor segment. Foreign funds are awaiting post-split to get a clearer picture and a more level playing field before moving in. They know the vast potential of the company - Bloomberg. At the same time they r not too happy with this 'low free float'. Is a shareholding structural change in line after post-split! My only guess
The Management should also be commended for its EGM on 10 Dec, quick announcement on 11th Dec, entitlement on 26 Dec and listing on 27 Dec.. EXCELLENT AND QUICK! WAY TO GO Dsoni!
I don't see much appreciation in price from here on. This only my 2c worth of opinion. not a call to buy/sell/
2013-11-23 11:28 | Report Abuse
Barakah is ' like a box of chocolate, u never know wht u gonna get, until u open it'. so catch it on Monday before it takes flight. Don't analyse too much - 'paralysis by analysis'
2013-11-22 20:22 | Report Abuse
In Exciting Iskandar now. Can feel a slow down in property speculation here due to Govt Clam Down! I think More People & Monies Will Be Turned Off From Properties And Pour Into Equities Next Year.
Stock: [BARAKAH]: BARAKAH OFFSHORE PETROLEUM BHD
2013-11-28 11:45 | Report Abuse
thks bro