sephiroth

sephiroth | Joined since 2012-12-27

Investing Experience Intermediate
Risk Profile Moderate

I feed on people's fear and panic which instantly translate into cash which absolutely maximise profit and satisfaction. Just wanna thank those jokers for their contribution. SEPHIROTH CRUSH THEM ALL

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General

2015-05-19 13:14 | Report Abuse

Connie, fitters tomorrow 0.6 sen dividend ex-date but price minus 1 sen

General

2015-05-19 11:23 | Report Abuse

connie, i cabut first, gotta work, later masuk again r, bye

General

2015-05-19 10:34 | Report Abuse

yup, connie but my 'bro' wake in the middle of the night n go for another round with yr 'sis', after that slept veli soundly

General

2015-05-19 10:27 | Report Abuse

20% pp at 1.62 per share, short term will dilute eps, long term, $$$ put to good use and ecoworld boss veli famous n intelligent for boosting profit mah

Stock

2015-05-19 10:17 | Report Abuse

today, ah ho rest for few hours after yesterday intense session, after lunch, green again loh

General

2015-05-19 10:11 | Report Abuse

good morning connie, s-connie-presssss :):):):)

General

2015-05-18 22:04 | Report Abuse

Dunknow, I sudah beli a dozen of cash counting machines, ta da, now eat cherries first, after that.....

General

2015-05-18 22:02 | Report Abuse

Ok thanks sifu duit, good night, gotta prepare for some shiok shiok activities round 2

General

2015-05-18 21:53 | Report Abuse

Thanks sifu duit, hopefully will shoot up loh coz will take 2 yrs to build, amprop only 51% of rm20.5m per yr, roughly rm 10m revenue times 21 years, 210-220m revenue, profit margin how much leh

General

2015-05-18 17:55 | Report Abuse

Duit, whatever I have,I already post at ho hup thread, Malton pavilion 2 phase 1, fully sold gdv 325m, hohup entitled to 18% as land owner(bought 60acres in bit jailil in1995 with book value of 150m) hohup expected to received cash of 100m per year for 7-8 years

General

2015-05-18 17:36 | Report Abuse

Connie, how's ho hup's chart,sieh sieh ni, tonight 'sieh sieh ni' to the core

Stock

2015-05-18 17:00 | Report Abuse

2.25 sell q suddenly vapourised 90%

Stock

2015-05-18 16:41 | Report Abuse

http://rhbosk.ap.bdvision.ipreo.com/NSightWeb_v2.00/Downloads/Files/249be936-8e54-4b4b-93ea-5ebbd9dea0d4.pdf

from earlier post, all hantam hohup kikiki

Earnings visibility. Currently, the company has four construction projects in hand
with a total unbilled portion of MYR301.5m. In addition, Ho Hup’s property
development project in Bukit Jalil (on 7.2 acres of land) comprises shop offices, smart
office versatile office (SOVO), two office towers and retail floors, and has an
estimated GDV of MYR1.1bn. The shop offices, retail floors and SOVOs are fully sold
with unbilled sales of MYR275.4m as at end-February. The company’s current jobs in
hand – together with its combined unbilled amount of MYR576.9m from both its
construction and property divisions – translate into earnings visibility for the next two
years.
JV with Malton to further boost earnings. Ho Hup’s wholly-owned subsidiary, Bukit
Jalil Development SB (BJD) has tied up with Malton for the “Pavilion 2” integrated
development on 50 acres of land in Bukit Jalil, Kuala Lumpur, with an expected GDV
of MYR4bn-4.5bn. Phase 1 of the project, which comprises retail shop offices with an
estimated GDV of MYR345m, has been fully sold. Going forward, Malton plans to roll
out Phase 2, which includes retail shops and two serviced apartments. The JV is a 5-
year project and is estimated to generate positive cash flow for the company. Ho Hup
owns 18% under this venture. Based on the expected GDV of MYR4bn-4.5bn, the
company should be able to generate MYR720m–810m in revenue from this venture.
BUY with a MYR2.57 TP. With its transformation completed in 2014 after it exited
PN17, Ho Hup is now able to focus on growing its core businesses, namely property
development and construction. The company’s recent set of good FY14 results
indicate that Ho Hup on the right track for earnings growth.
After facing many hurdles in the past, we understand management is taking a more
careful stance while growing the company proactively. We expect decent earnings
CAGR of 17% for FY14-17F, premised on strong unbilled sales and higher
contribution from its JV with Malton. Overall, we believe that the investment
community has overlooked Ho Hup’s turnaround in FY14. In addition, the new
management has displayed determination and commitment in reviving and growing
the company’s core businesses. We initiate coverage on Ho Hup with a SOP-based
TP of MYR2.57 (fully-diluted TP: MYR1.90, post-private placement in Jan 2015).
Our valuation also implies a FY16F P/E of 8.9x, higher than its 2-year average
historical P/E of 6.0x. However, we believe that our valuation is justified based on (i)
stronger earnings growth driven by greater contribution from JV project with Malton
and higher earnings recognition from its construction arm, (ii) a turnaround story,
whereby we believe that Ho Hup deserves a re-rating as it has turnaround in FY13
with a net profit of MYR22.5m and exited from PN 17 status in FY14, (iii) the
company is no longer plagued by legacy issues and we think that the new
management is displaying its capability and commitment to lead the company for
better future growth.

Stock
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Stock

2015-05-18 16:31 | Report Abuse

new high for today 1.45

General

2015-05-18 16:22 | Report Abuse

ok ok, soli connie, forgive me yeah, will not repeat, oredi deleted the post

Stock

2015-05-18 16:10 | Report Abuse

toolateboy. 3 or 4 weeks back, i just glance thru focus malaysia biz mag

maybe u subscribe online n check their previous articles loh

http://www.focusmalaysia.my/Default.aspx

Stock

2015-05-18 16:00 | Report Abuse

road block siki sikit only mah, where's the 700k or 70k dude just now. panggil dia sapu all loh

sell q veli weird one

2.21 - 65.8k
2.22 - 7.5k
2.25 - 102.5k
2.26 - 1.1k

General

2015-05-18 15:55 | Report Abuse

where's d others leh, tadi i eat someone ver-cai-nah, so song liau, connie, duit come back lah

Stock

2015-05-18 15:53 | Report Abuse

many weeks back focus m'sia say debt 2.40 per share, u buy 1.80 get 0.60 debt foc wor

General

2015-05-18 15:48 | Report Abuse

wah veli song to say far q, i bring along my fen tunmasing, one day we go 2gether far q them kaw kaw

General

2015-05-18 15:35 | Report Abuse

ok ok fardar coz i wanna scold kar-ver-ment pk hk chan mah

Stock

2015-05-18 15:21 | Report Abuse

wahhh suddenly 5.5m volume liau, 18% exposure to Pavillion 2 mar

General

2015-05-18 15:18 | Report Abuse

Fardar, can use Kot-Tem-Martar-Farking-Bust-terd bor, got pantang bor?

Stock

2015-05-18 10:10 | Report Abuse

usually on the very last working day of the month aka 29/5 after the release of rhb qr

Stock

2015-05-18 09:47 | Report Abuse

good boy hohoho hup

Stock

2015-05-18 09:46 | Report Abuse

SOS! SOS! banjir banjir purple notes liau kikikiki $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

General

2015-05-16 15:26 | Report Abuse

Good afternoon connie, just wanna remind u of our Gs meeting tonight, gotta take afternoon nap to recharge for spectacular performance later yeah

Stock

2015-05-15 11:51 | Report Abuse

novice, last time u didn't take profit meh at 0.69-0.75??? last few rounds i bought avg 0.47 throw all at avg 0.695, now is the time to buy, not sell, if turun below 0.40 i sapu much much more

General

2015-05-15 11:40 | Report Abuse

hand out,hmmm...connie like my 'hand in' kikikiki

General

2015-05-15 10:42 | Report Abuse

good morning connie, don't forget intense sephcon(seph-front, con-rear) tonight yeah, wanna feveRISE for 2-3 hrs or more?

Posted by connie > May 15, 2015 08:14 AM | Report Abuse

sephi .. u are earlyyyyyyyyyy !!! not tired at all eh after the strenuous exercise last nite ?? :):)

Stock

2015-05-15 10:27 | Report Abuse

not many sleeping cash companies left. eg. lcth n hexza sudah explode, start to hantam mmode loh kikikiki

Mmode = CASH IS KING co.

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=186226&name=EA_FR_ATTACHMENTS

Total shares 162.7095m

Total cash 27.6 sen per share (44.907m/162.7095m)

Total borrowings puny 1.07 sen(1.747m/162.7095m)

General

2015-05-15 07:45 | Report Abuse

Yongyou, I only but FA counters

duit, stabilisation action damn fake one for a month or two, if there's lock up period for certain period, after that free fall loh

General

2015-05-15 07:36 | Report Abuse

Ya lor duit, last time fgv also play up to 5.20, now below 2.10 kikiki, today bull mkt, FA main jauh jauh, ta prevail kut

General

2015-05-15 07:28 | Report Abuse

I mean if u sapu ipo...

General

2015-05-15 07:27 | Report Abuse

Fardar, according to focus malaysia few weeks back, malakoff debt is worth rm2.40 per share, u saps ipo at rm1.80 u get 'fee' 0.60 debt

Good morning connive, how's my another ultimate level yesterday, gotta go exercise to sharpen my level

News & Blogs

2015-05-14 20:49 | Report Abuse

Mmode = CASH IS KING co.

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=186226&name=EA_FR_ATTACHMENTS

Total shares 162.7095m

Total cash 27.6 sen per share (44.907m/162.7095m)

Total borrowings puny 1.07 sen(1.747m/162.7095m)

Stock

2015-05-14 16:21 | Report Abuse

maybe amprop ada renewable energy award kah? on 21 May 11th Malaysian Plan kut kikikiki

General

2015-05-14 16:19 | Report Abuse

ok ok connie, tonight TREAT X 1000

General

2015-05-14 16:18 | Report Abuse

RSS, pi pasar malam, sell shorts saja, tapi ada regulated sikit sikit loh

General

2015-05-14 16:17 | Report Abuse

RSS

Regulated SHort Selling or Really strong sustainable s..

General

2015-05-14 16:11 | Report Abuse

good afternoon connie, how's the 'treat' i gave u just now, pretty satisfying huh?

Stock

2015-05-14 15:28 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/76512.jsp

Bursa Dummy taiko huaaaaatttttttt aaarrrrrrrrrr

Its major shareholders (OLH & others) will definitely acquire:
177.64mil shares (~73.0%) of OSKProp shares by issuing 177.64mil new OSKH shares
143.36mil shares (~31.7%) of PJDev shares by issuing 114.69mil new OSKH shares
So, after the acquisition by major shareholders, total OSKH shares will increase to 1,243mil.

After OSKProp and PJDev are included into OSKH, OSKH will be a prominent property developer in the country.

Base on current earning trend, for calendar year 2015, OSKH, OSKProp & PJDev might be able to produce a guesstimated PATAMI of RM200mil, RM120mil & RM120mil respectively, with a total of RM440mil.

Thus, if all current OSKProp & PJDev shares are converted to OSKH's shares, guesstimated EPS for the enlarged OSKH will be 28sen (440/1566).

If we give OSKH a more conservative PE ratio of 8x, target price will be RM2.24. If PE is 10x, target price will be RM2.80.
Though warrant detail is not fixed yet, I think its exercise price is likely RM2 or slightly more than that. So there will probably be a 24sen to 80sen "profit" for each OSKH warrant held.

Without a shadow of a doubt, OSKH will turn into a major property developer with market cap of more than RM3bil which is 2 times higher than Tropicana's RM1.5bil now, though its RHB bank shares will still contribute about half of its net profit.

At current share price of RM2.19, OSKH looks fairly attractive especially with the 15sen special cash dividend and free warrants. Without these "sweets", the overall deal will not be that exciting for most OSKH shareholders I guess.

Stock

2015-05-14 15:20 | Report Abuse

2.21 sudah clear, big barrier at 2.22, 2molo break the wall 2.22, man man lai

General

2015-05-14 10:59 | Report Abuse

dunknow, kenot lah, nanti connie marah me till ah ma tou ng ying tak

General

2015-05-14 10:59 | Report Abuse

dunknow, kenot lah, nanti connie marah me till ah ma tou ng ying tak

General

2015-05-14 10:43 | Report Abuse

ok connie, gotta work, later we play softly 'brushing with'....on.....kikikiki

General

2015-05-14 10:32 | Report Abuse

connie, i can feel all yr spots rite?

Posted by connie > May 14, 2015 10:17 AM | Report Abuse

yayyy duit is busy i shall maintain at top spot :)

Stock

2015-05-14 10:13 | Report Abuse

no worries loh, when quarterly report out ,easily break 1.56, unlike oskprop, there's free float of 308,951,543 PJ Development Shares not already owned by OSK Holdings after the Proposed PJ Development Acquisition

now already 1.54 mah