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2017-03-17 12:32 | Report Abuse
Lol...got "cheap" stock goes even cheaper ler, no new catalyst for drb, summore geely might pull out, can hold above 1.3 above, i think we ady lucky lo...
Wat to do now? Proton future remains unknown, bank muamalat no news for IPO, IB stated Pos Malaysia overprice, no development for tebrau landbank, Deftech AV8 project dunno got delay delivery or not & car sales remain weak...
If u holding tis type of cards, u oso headache to play.
2017-03-17 12:24 | Report Abuse
股神说,好的基本面股票,至少要守个10-20年才算投资哦,1-2个月或1-2年就买卖的,都只是投机哦。
河马说的赢钱,是股价最少到去到什么位置先?
2017-03-16 23:43 | Report Abuse
sometime market trade on trend...last time usd boosted glove n other exporting companies ady in the past...unless usd can appreciated near rm5/usd, or else market wont get excite...market just get used to n norm that rm4.5-4.6/usd
supermax is really good call for long term, but short term still got some obstacles to clear off...infra not ready for new factory to kick in operation n contact lense biz just at early stage.
so buy now, hv to prepare for long term holding, dun expect share price can surge 10-20% in few months...unless supermax share buy back scheme is to reward b to us...
2017-03-16 23:34 | Report Abuse
later DRB play western...but is American style then jialat looor~
2017-03-16 23:32 | Report Abuse
Bermaz, bjfood & sports toto all profit dropped~
Last hope is rely on our dear bjland...dunno the sales of china great mall & launching of kyoto hotel will generate any surprise for us or not...
Hippo, ur godfather didn't leak any info to u oh?
2017-03-16 21:14 | Report Abuse
Local news not much report bout PSA-Proton bidding...but if google search for tis news, many french words come out, use google chrome translate whoe article, n u shall notice the PSA ceo quite ambitious to enter Asean market...n very optimistic vf proton bidding.
Summer shall know the outcome...france's summer of cos..we r summer burning everyday here.
2017-03-16 10:41 | Report Abuse
Calvin style...u agree or not, he just comment...dun bother
2017-03-15 23:16 | Report Abuse
But i hv a theory how pos gonna benefit/coorperate vf alibaba...but for sure not bringing in the alibaba e commerce platform to malaysia.
2017-03-15 23:12 | Report Abuse
Wao...calvin is b...missed few days no comment here tot u sold drb ady.
Based on the link u attached, i just wonder y would alibaba not focus @ a big market vf 1.4 billion instead wanna venture into not even 40million population market like Malaysia...
Just wondering, how pos can benefit from alibaba e commerce?
2017-03-15 13:24 | Report Abuse
河马,喜欢你的答案,真的像个哲学家哦~~答了等于没答。
2017-03-15 13:22 | Report Abuse
@人生几何,ya...battery car is taking on the stage, but buyer nid to pay at least 250k sg dollar in singapore for basic telsa model, even after sg subsidy tax cut of 25k dollar...a market cant flourish when oni 1 company is doing it alone, while others big brands all still selling hybrid...
The biggest problem for battery...is the recharge cycle...u will nid longer time 2 charge but shorter distance travel after charging...after 3-4 years, the battery efficiency oni left 50%.
Battery car protect environment...okay, Lynas at kuantan producing rare earth material, is one of the key element for making magnet which power the motor...to produce lithium (battery) tru earth extraction, u know how much pollution created to chile, argentina n bolivia?
Western media is really good in marketing...show u the bright side but hide the dark side...u can watch a movie called Blood Diamond, n check out how romantic n precious a diamond is extract n make in the process.
2017-03-15 13:05 | Report Abuse
I oso hope can sell 51%, but hey...doesnt proton belongs to drb which is private entity...y goverment can has so much saying bout it...like i mentioned last night...2day MITI said is good for proton sell 51% to fsp...2moro, another minister will shout out loud proton is nation pride, wont sell more than 50% stake...guys, u all c the clear pic?
Is not bout the wise biz decision in making now, is political show for them...y drb no more making comment, cos they dun wanna offense any1 in the parliment.
Gosh...1st time invest in a stock like gambling...such excitement!!
2017-03-14 23:36 | Report Abuse
Main point is we really dunno hows the deal for FSP can b formed ...if not buying controlling stake from drb, who wants to do tat favor?
If joint venture, better they go to thailand set up a plant as the whole auto ecosystem n supply chain is thr...
If merge, y a multi billion car tycoon wanna merge vf a kacang putih loss making proton?
Those stupid ministers just like keep come out to say something stupid make the situation even worse, one said proton is private is okay to sell it off, another said proton is nation "PRIDE" cant sell majarity stake...
If the final deal is drb let go 51% or even 50% stake of proton, whole market will be surprise...but mahathir might get heart attack...
2017-03-14 23:26 | Report Abuse
也对,我真的是想多了。
到底前后你有多少粒bjc了。。。今年的年度报告前30名大股东会看到你的名吗?
2017-03-14 22:51 | Report Abuse
For tis i cant agree...as Asean is really untap market for western n china mid class auto producer, cos mid class belongs to all japanese brands, high class belongs to germany brands...
Like it or not, Asean has huge population n growing middle class, believe or not AFTA is becoming real to Asean, walk in2 hypermarket, u will realize shampoo, can foods, instant foods all import from Asean, cos duty free among Asean is happening now.
In automotive industry, or wat market named it OEM, the margin is not as high as we think for mid n low class vehicle, they survive tru volume, tech n platform sharing & merge n acquisation, cos globalisation make most brand hard to survive without global present. OEM always wants to venture to as many countries as possible, but the nightmare is wat they called "beginner mistake". To set up a factory, capital is huge n involve lots of paperworks vf local authority, tats y big OEM ows keen to joint venture vf a local partners to lower the chances for "mistake".
If u been to china, n c all those VW, Toyota, Honda...u will c, ows a china name in front of their brands. If the FSP wan to work vf proton just for malaysia market, i think is the most stupid auto producer in the world, even no brainer than proton.
So able to takeover vf proton is the best, merge unlikely cos proton is too small for them...joint venture, they all knew wat happened bout proton history vf Mitsubishi.
So Geely chairman is unethical to comment smtg during the negotiation stage, but he really wants proton management to understand how worse is their position now...too much political involve since the forming of proton, tats y if drb able to cut a deal for FSP will be a boost to drb.
2017-03-14 22:19 | Report Abuse
河马,最近每天的交易量都7-8百万上下咧。。。两百万,最多也够一个早上的开销吧了,可以推高股价?想多了吧。。。2千万可能还有点戏。
2017-03-14 20:15 | Report Abuse
If crude oil still hover around usd90-100/barrel, i damn sure government will still keep it, but now even budget oso susah to plan...government will just let proton bankrupt instead of taking it b...fsp sure will go thru, but the crucial thing is at wat price n stake drb gonna let it goes...
i did simple math, drb bought proton vf rm2 billion, n the accumulated lost since then is around rm1.2 billion...so total cost is around rm3.2billion after drb takeover proton...but proton has a tax credit of more than rm8billion, so which mean even after fsp successfully make proton turn around, they can get profit without taxation for years.
Under proton's tjg malim plant, the actual planning & facilities is for proton city to manufacture cars for annual capacity of 1million units, which means the infrastructures ady there, just nid touch up n some installation then can pump up the capacity...
so advantage is there to attract fsp, but the big question is how much drb gonna sell n price proton...n will politic involve into tis deal again?
2017-03-14 18:48 | Report Abuse
Bjc都不起,当然是趴着看风景。。。要是起了,河马就在法国铁塔上看夜景了。
2017-03-14 17:03 | Report Abuse
@人生几何,totally agree for fsp n e-commerce nid at least few years to materialize.
But b to the root, drb is making average rm200million profit from 2013-2016, if proton is taken out.
If n mayb drb can let go 51% stake of proton to the fsp...n no nid to consolidate proton in2 drb profit n loss acc, straight away can c the profit for drb...as the ctrm, bank muamalat, pos, deftech, puspakom or even the indah water r all doing great tis few years.
But of cos, to let go controlling stake of proton, just a big maybe...no one knows wats gonna happen..when ppl think government will let go proton to GM or VW b to 2012, drb is the winner.
N really dunno how mahathir able to influnce tis time...after all, he was 22 years PM, got wide connection.
2017-03-14 12:19 | Report Abuse
河马。。。现在的人都很激动,厉害骂人一下。。。我们还是静静就好。
2017-03-13 21:04 | Report Abuse
等下abv一定骂人的,才一分也那么高兴。。。没起一毛我们静静就好。
2017-03-13 21:03 | Report Abuse
Lol pineapple123...so much influnce of tis forum to the share??
Calvin, u stay at sg or jb?
2017-03-13 16:35 | Report Abuse
Careful comment ya...abv is b...later kena scold...
2017-03-12 00:48 | Report Abuse
可能河马是属于一直负责签名的那种工,就一直混日子等老爸出工钱那种,所以究竟是星期几对他来说。。。一点都不重要。
不说了,明天要飞去香港跟李嘉诚打高尔夫。
晚安。
2017-03-10 11:17 | Report Abuse
If there is confirmation for FSP, drb shall announce in surprise n before schedule like mid April to early May, as tis is wat i would do as BOD before news leak out.
If after early May no news, probably just burst again.
Anyhow, tis is just my thought.
2017-03-09 15:28 | Report Abuse
等下abv骂就知道,abv很洁身自爱的哦,没那么随便。
2017-03-09 11:40 | Report Abuse
Bjfood oso up, but the dad still cant up...viagra needed, go ask hippo buy some for bjc lor.
2017-03-09 00:03 | Report Abuse
做人真难,这支股票上下都要被骂就对了。
但旗下已经有两间子公司的股价往上了,迟早就会被大家发现母股也是不错的。
2017-03-07 23:04 | Report Abuse
投资股票要有耐心,如果基本面强,对未来前景也乐观,就忍多两三个季度。
毕竟这公司的股量+warrant真的超多,股价也很低,用个几百万就能操纵股价了。
一直心急,很容易变投机,最后可能变投井的哦。。。
还是不说了,等下abv会骂。
2017-03-07 12:19 | Report Abuse
@calvin, can u share wat u found out from Muamalat?
Can give figure?
2017-03-06 17:23 | Report Abuse
@abv...they keep on critic u leh...scold them scold them.
2017-03-06 17:22 | Report Abuse
Droppoed less than 5cents, good holding grd.
2017-03-05 21:22 | Report Abuse
人生几何,actually e commerce biz in malaysia is really booming now, cos im oso started it last year, n the growth is exciting...2 of my fren even courier up to few hundred parcels per month, is no joke for e commerce.
But the real fact is, so many competitors in malaysia, gdex, abx, airpak, skynet n etc...poslaju remain the lowest if u open acc vf them. Pos malaysia biggest advantage is the pricing n wide reach outlets, but come to management, very stagnant n old style...i wrote in complain n i know it.
If alibaba wan to venture vf a local courier company, poslaju got upper hand advantage, but still...others courier company more willing to give up certain terms, stakes or even profit to close the deal, for tis...i dun think pos malaysia can compete.
2017-03-05 20:16 | Report Abuse
我算幸运了,0.48买过,0.42也买过,最后是0.36也买了。。。就是到0.32没子弹买了。。。
所以可以算有点耐心了吧~~
只是天天听你说飞机大炮,有点好奇是什么来的嘛~~
2017-03-05 20:12 | Report Abuse
Calvin, anything is possible...but...dun u think u over promote it?
"The company is also negotiating a deal with a southeast Asian investor for the financing round planned for the online commerce business,"
I noe u read tis n hv lots of fantasy...but...s.e.a got 10 countries, more than 100 companies involve in e commerce, logistic n on9 biz, u do notice bout tis fact right?
Sorry if im being harsh, we nid to b optimistic, meanwhile, also being realistic right?
2017-03-05 18:20 | Report Abuse
河马,等到有点闷了,血汗钱天天这样放在这里真的没什么意思咧~
您的飞机大炮不会是放飞机和马后炮吧。。。
2017-03-05 18:07 | Report Abuse
Sorry for long post...but really sienz to c drb goes up n down..hold another half year c c how...sorry cant tag a potato pic here, if can...just another cool 9gag forum.
2017-03-05 18:04 | Report Abuse
After tat...DRB even loan RM400 mil to Proton, vf a 7.5% per annum...then we know wat happen next, last year government loan 1.5 billion to Proton...if we read last year annual report, Proton really got owned supplier money, bout RM4xx million...then y Proton got a loan up to 1.5 billion, cos DRB nid Proton to pay off them as well...
Ya tjg malim proton city, 247 acres shah alam plants...both land worth ntg if no development at all if the factories under ultilised...BOD said gonna shift shah alam plant to tjg malim...ady talked more than 4 years...anything happen? NIL...y? Drag lo...y wanna share the big cake vf minor shareholders like us...
Bear in mind tat drb main core biz is automotive...not real estate developer, Glenmarie project is failure...n they ows best in assembly n manufacturing vehicle, not owning a brand.
Y mercedes, bmw, honda n Hyundai flourish in Malaysia now, cos they all producing here, after the heavy flood happen in southern thailand few years b...most big OEM shifted here, y nid to troublesome maintain proton sales but they can easily earn $$ thru assembly n manufacture for those Big OEM...not make sense...is long way for proton to c profit even after joint venture...tear it apart laaa...
Short term...no good, medium n long term depends how the FSP works out looo...haiz.
2017-03-03 10:13 | Report Abuse
河马不爱不行,他已经是这集团的代言人了。
你代言可乐的话,能说讨厌和可乐吗?
2017-03-01 22:54 | Report Abuse
Wat i expect the most is wat will happen to Bank Mualamat, mayb DRB will surprise the market by listing it...only then, FM will take a serious look into DRB portfolio.
Got FSP is great, but the doubt is the price, n how much stake drb willing to let go...hope they r not stupid like government, let go the opportunity to sell off Proton to GM.
2017-03-01 22:49 | Report Abuse
Proton cant breakeven if the annual sales is less than 250k per annum, which is close to 21k per month...kindly read the latest qtr report...profit merely come from The Verge shopping mall disposal, not to mention Proton able to make profit, if Proton is able to breakeven, do u think those idiots sit in Parliment willing to let go Proton? They all run around n shout out loud is their effort tat Proton able to survive wiithout outsider.
2017-02-28 12:29 | Report Abuse
这是最和谐,搞笑,幽默的论区。。。先不管赚不赚钱。。。这样的气氛也值了。
2017-02-27 14:30 | Report Abuse
Stanley Thai openly commented support pakatan rakyat way b to last election...mayb BN is really tat mean n angry...so the price being so depress, as the election around the corner again...i think stanley learnt a precious lesson tat bizman shall nvr involve in2 politics
2017-02-27 14:26 | Report Abuse
if proton took over lotus like 3-5 years b, i think is possible tat proton n lotus go separate way for FSP, but proton took over lotus way b to year 1996!
how much loan lotus took tat proton act as guarantor, the P&C info both parties sharing...so proton in such a condition, still willing to go thru all those time consuming process to settle all the internal issue b4 2 FSP to step in proton n lotus separately??
is like ppl wanna buy maybank but not maybank islamic...is not logical biz decision n method.
Stock: [DRBHCOM]: DRB-HICOM BHD
2017-03-17 12:36 | Report Abuse
But drb trend can suddenly surge up or down one...which really exciting for me...hehe