Abt RM80M in rev per Q for BA. Interest cost 30M, depreciation say 40M, profit 10M per Q. But loan will drop 50M/Q... Bravo BA. Strong 💪

This is a 9Y contract for USD2.1B. So 30% is BAs or USD630M over 9Y on a loan of USD300M.

The management change happened sometime ago. Now, U may see changes in shareholding. LKS was not able to deliver the investment returns to QLC, so QLC decided to take over from LKS.

This is most likely payments for LKS to exit.

LKS don't control EWI anymore. QLC is in control. Top mgmt is all QLC team. LKS will sell and leave EWI.

Let's see BA at 90 sen in Sept 2025.

Cheap cheap let's collect. Every Q cashflow of min 5 sen.. that means every Q price can be up 5 sen. 1Y is 20 sen...2Y is 40 sen.. laugh all the way. In between U have shocks but only lost 3 sen for the shock. Enjoy the ride.

Will minorities of BHB reject the offer? LTAT is just 1 vote vs the many minorities who are unhappy with LTAT. Any one knows if LTAT has organised the support for the deal with BHB minorities?

Tomorrow is BHBs EGM to vote for this deal with KLK

Tq Niki for the inputs.

KLK happily collecting at 1.51 today. Deal will become unconditional over the weekend and they will buy at 1.55 next week.

https://theedgemalaysia.com/node/681446

The machine may also sell down once the AI indicator says sell. So its not a fundamental driven trade

Machine buying. Normally, it may be an AI Fund. Fund which buys based on AI indicators.

Why banks can't be privatised? Many govt banks still remain private...take over by a govt agency still becomes govt bank.

Wait till end of the week, once BHB shareholders approve at their EGM the deal is done. BHB not fully privatised, still lots of minorities at BHB. See condition to BPlant sale is BHB shareholderS approval via a EGM.

Q results end of the month. Another bad Q price will be 40 sen. Just be careful. If good Q we can see uptrend to 60... Anyone has insights

High revenue coz of higher interest rate. The net margin is came quantum. When rates goes down revenue will be down and margin rate will increase.

BHB need to get shareholder approval. It still has minority shareholders. Some odd lots holder hold back and received the notice of EGM for 9th Sept.

BHB is Boustead Holding Berhad

By Sept 9th once BHB shareholders approve the sale and it becomes unconditional, price of BP will be 1.55

Dead stock. Best look outside. Financial analysis this is bad. In few months may have rights issue as cashflow is bad and high debt. Unless maxis takes over this is a dart waiting to die.

It's a Johor Play. Anyway Forest City will fail for one simple reason... its overhyped. Can't do China Ops in a small economy like Msia+SG.

Many graduates who went to India also can't speak good English and same goes to those who went to China. So who do we blame?

So hold tight once sime done the deal with UMW, sime will need MBM to have control of P2.

That's why always undervalued. Logically it should be 6.00 now but with good DV payout it somewhat compensate the problem. Jewel is the 22% in P2 worth 2.5B.

Too complicated to privatise. Major shareholder ie medbumi consist of mara and 6 families. Mara has only 30%. The 6 family happy with DV payout. So who want to privatise MBM unless from outside with HIGH premium so the 6 families can enjoy life.

QR out. Down only a little. Would say fantastic results. Debts down big. 6 mth cashflow 525M. Very strong.

#felix888, u r correct. Its loss of revenue and not impairment. Other cost to be included is repair cost and the penalty (if any). Since its only for less than 30 days in Q2 its not a big impact. Q3 another 30 days or lesser as production was up to 60% already.

Suspended tomorrow

1.50 coming

Today's volume was alot and price stable.

Syndicate Park to sell so many lots and withdraw . Yesterday and today same operation. Someone is collecting big.

10 sen

Fly tomorrow

Anyone know the penalty and repair cost. Loss of rev is USD500K/day.

Ya agree will not have impairment. But just loss of revenue, penalty and repair cost. Other than that all is OK.

Below 49 should be OK to buy.

Beside the loss of revenue

Big selling happened today. May be some earnings damage due to penalty and repair works

Results may be bad ... downtrend

This QR may have impact of 20 to 30 days without Karken. RM2.5M per day so easily 50 to 75M damage. Not sure abt the penalty. Hope not too bad. Anyone knows the penalty BA has to pay for downtime

5.50 coming soon

tomorrow will break 1.20. Next target 1.30

no I don't know what price it's being done or if a GO?

Sime will buy UMW and Perodua from PNB and MBM?

if MBM sell Perodua will get 2B cash. why not just sell and pay out RM6.00

1.30?

is it true Sime to buy UMW and Perodua from PNB and MBM. perodua is MBMs jewel and the best in auto industry.

perodua is the best of all auto.