Too complicated for IB/funds to invest...bjc really nid restructuring the entire group & subs...or else too complicated n not much attractive.

Last time, when sports toto doing great, property sector doin lousy...when food segment is making profit, toto is losing market...n tis time property biz is gaining strength, food segment is losing money pulak...IB whr got confident...

Tis week might b news announce tat Proton gonna delay for FSP selection...
Another 2 weeks shall b DRB assured tat FSP can be completed on time...
Another week is Proton unable to close FSP deal...

As tis FSP deal is the main element to affect drb share price now, so many institions n IB just take advantage on tis issue...all pakat kao kao one...malaysia newspaper is one of the most unethical biz in world.

We nid 2 take a step b n think logical now...can BN or Najib allow Proton winding up n the whole nation auto ecosystem rely on Proton collapse?

Is Proton really worth ntg at all after Mahathir invested/injected billions in2 the plants n facilities?

If FSP failed...any others way to ultilise Proton factories? Such as part production lines produce other auto brands? Lotus Cars JV vf Tesla to manufactured Tesla Roadster b in 2008-2012.

DRB made RM400++ million last year without consolidated Proton in2 DRB acc, n tis is how serious Proton been dragging DRB growth, tat y any good news such as Pos, Alam Flora or CTRM under drb unable to excite the market, cos Proton huge loss can easily bury up any good news from DRB...

2moro drop summore might trigger panic sell?
Me holding btw...

Just wait for FSP...top management get 1st hand info, instituions get 2nd hand news, news reporter get 3rd hand rumour, we small ikan bilis get last hand guessing.

All wanna make profit...so no one speak the truth here...

Loan been lowerred, interest pay less but oso not much positive effect to share price...next agm shd ask for group restructuring d...too complex for so many subsidiaries...hardly to move tis elephant.

明星没是非也会自己弄绯闻啊，何况bjc快成明星股了。。。麦玲玲都说了，要成功就要有桃花运，有桃花就有人气，有人气就会旺啊。

@calvin, i hv hardcopy, cant email...
whatsapp u d, but no reply~

no nid promote anymore, everything is in final stage d, whoever believe will on board, whoever disbelieve will keep on critic, no point to explain 1 by 1...my point is sit down, n relax...we chat watsapp thr la~

@eric,这里有人气是好事～人人都有发言的自由嘛～

Hippo...stop keep on refresh bursa website now, bjc qr report read early or late not much different one...dun make bursa website crash ler...

If result good then release early, if so so then last day...
Y all keep using mandarin?? We hv to consider those cant read mandarin too...like tabung haji n kwsp...once they read all hippo statementss, mayb they oso sailang into tis counter lerrr

Ytlp coming nid huge capex for many projectss..dunno tis year dividend can sustain for 10cents or not...

Volume is decreasing day after day...

Errr...calvin, those properties u mentioned shd b belongs to KLAS, but oni a small portion regarding the capital injection from drb to pos for share increment.

Do u wan the copy of the whole drb-pos egm report? I can send to u...

TP, NTA, Gearing, P/E...all r guidelines...fundamental is b to double Ps': Prospect & Profit.
Loan alot is ntg wrong for a company, if profit is thr...look at Maxis & YTLP
Huge Capex is ntg wrong for a company, if the prospect is great...look at Genting & Ecoworld.

The thing bout DRB is profit n prospect r in doubt, due to Proton...car industry involved huge capex n inventory build up, when a model failed, the bad chain reaction just happened.
Proton Tiara, a model JV with Citroen b in year 1996 started all tis, bad sales link to high inventory to unfulfill order to suppliers to stagnant RnD for new model.

Take out Proton account, DRB made RM400++ million @ year 2015 for profit.
Take in FSP, which able to provide necessary technology n market for Proton future prospect to flourish in the market.

Then the value of DRB can re-surface...but the point is can DRB make it?
VW n GM tried it, but failed to close the deal...political issue.
Tun M is out of the picture now, so i think this time, the deal boleh jadi.

河马，你住那里哦？

赌是好赚，那是肯定的。
但要知道，越南政府也有插一脚，合作的内容也不能公布，一点透明都没有，只知道bjc要投资多少。。。
现在说有耐心，真的放多半年还是四毛左右的价位时，我看现在有买的人都走到8899了。
越南人最厉害打游击和耐心，看当年他们跟中共合作，把美军拖死，最后也只能撤军。

Until the outcome of FSP been finalized, u hv plenty time to collect...dun worry.

不要期望太大，不然失望会更大。。。

Tis is a good stock, but just not government favor, due to Ceo last election openly supported opposition party...fundamental, earning all look good...but price is hardly to move...after next QR out, shd start to move...u cant hold down share price forever when the company is doin great

Finally DRB make a statement bout FSP...quite late, but better than keep quiet, if tis incident happen at other listed company, straight away PR will come out to clarify smtg...not oni to calm down the market, but oso to be responsible to public especially to their shareholders.


http://www.thestar.com.my/business/business-news/2017/03/24/all-proton-fsp-bidders-still-in-the-running-says-drb-hicom/

@traderman, tats country code, like malaysia is +60...but locally u start vf 03,06,07 n etc..so sg local call is start 02...

Make love no nid make war, every1 free to make comment here, if not agree just bypass it...no big deal.

Hippo got itchy...ask u help him scratch...

http://www.leblogauto.com/2017/03/geely-sest-retire-rachat-de-proton.html

Saw it, alipay work vf cimb n maybank...sienz loooor...but muamalat oso too small...n cimb is jibjib brother mar.

http://www.nst.com.my/news/2017/03/223395/jack-ma-digital-free-trade-zone-proof-govts-and-businesses-can-work-together

Huh? Burst d? How? Announcement made d?

Geely commented wanna pull out FSP deal oso can hold the ground...surprisingly is geely share keep dropping, n geely is planning to list volvo unit into market.

PSA just bought Opel n ventured into India, still got 3billion euro in pocket for spending, but suddenly all german newspaper very worried bout tis french group, keep on reporting they expand too fast, n takeover opel is bad move tat nid long time to restructure..german oh german, typical style.
https://www.automobil-produktion.de/hersteller/wirtschaft/geely-psa-verworrene-lage-um-proton-partnersuche-127.html

fishy...gonna go pond fishing later~

result normally close to last day of march wor,shd be next friday~

Hippo, berjaya not venture vietnam n japan meh? now oso goin to venture holland??
Chill la~drop just let it be...mayb 2moro u will see VT is standing next to Jack Ma too, many companies suddenly link vf jack ma d...at least VT visited Jack Ma last year ma~

我比较希望是它的“抗涨”能力没有了~~

@Calvin, 10 years ago, when i was young n new, i bought a share named Dijaya, due to tis company has large landbank at PJ, prime land n next to golf course, but the book value b then only rm8/sq.ft!
Everynight, i help tis company observe pj land value, n counted how much is their true NTA, n how much im gonna gain~

Then i gave up after holding 2 years vf not much gain of cos, as the landbank still no chg in their book value. After another 3 years, they sudden re value the land, due to they r goin to develop n mortgage the land...price shot up, but is a long 5 years time, tis company belongs to Danny Tan, n the company name chg to Tropicana.

My point is thr r dozen of listed companies hv prime lands vf grandpa old time book value, some lands even worth 2 times of their share price if sell off, but bear in mind tat most of tis companies dun bother the land current market value, becos of two issue:

1) Their core biz is not real estate developer, which means their main income is from other sources, n land development not their focus at all, as tis field new huge team to support such as financial, legal issue, authorities paper works, marketing n etc. Unless they r planning to develop the land, or else, the land generate zero return to company, n to develop a land nid times. Of cos can sell off, but under current market sentiment, which company afford/able/wants to buy a huge parcel of land?

2) Why the lands own by the company worth so much but their book value is according to 20 years ago market value? Due to the Holding Cost, lets say u hv a land under agriculture, u might pay RM500/acres per annum for quit rent (cukai tanah)...but if u chg the land usage to commercial or industrial, u gonna pay at least 5k-25k/per acre, n if u subdivision the big parcel of land to individual titles, u gonna to pay extra for majlis assessment (cukai pintu) too, the increment of holding cost is scarry, so most company not keen for development to the land, just keep quiet n pray pejabat tanah wont go check n "taksir" their lands.

U might be right bout their lands' current value, n i oso might b wrong bout my points above.

All the best to all of us tat DRB shall fly high soon.

早上我试了，一0.395就卖几粒去0.39。。。卖了22粒，午市就收.39了，原来我是操盘高手啊~~
剩下的就等过了五毛才打算。

Pos malaysia got sudden surge tis week without any news, but dropped b abit...DRB holds 53.5% pos share now.

No one knows whats deal between najib & jack ma yet.

Geely share dropped 10% on yesterday closing, whats fishy to me is the news below:-
http://www.thestar.com.my/business/business-news/2017/03/17/ec-withdraws-approval-for-malakoffs-solar-power-plant/

“The appeal was made due to the fact that the land owner of the original land site in Tanjung Malim is no longer able to commit to lease the land for the duration of the project due to its ongoing corporate exercise.”

Proton city spread 4000 acres at Tjg Malim, n tis solar plant oni nids 200 acres land, dunno got related or not.

Use ur inspector sense & imagination to make ur own story, submission due date on Monday 9am.

＠人生几何．．．Dun like tis lor~i cant tell u to buy or not~u gotta make own call, is ur hard-earned money~

Pos is cash rich company, almost no debt/making profit & high growth now~ but got IB started said tis company share price over-valued~

Drb at the other hand, drag by Proton n making lost for few quarters d, on hand got few things to b their new catalyst....

1) Proton found FSP or the best is selling 50/51% stake to FSP, can immediately release DRB financial burden.

2) Bank Muamalat found buyer or goes for IPO to pare down stake from 70% to 30% as requested by BN which got extension several years. The market value of Muamalat shall be unleash if goes for IPO.

3) Pos Malaysia able to clinch deal vf Alibaba for Alipay or Pos can be Alibaba/Taobao sole distributor agent in Malaysia market.

4) CTRM's 257 units AV8 project worth multi billion awarded by defence ministry able to goes smoothly, tis project been delayed for some times, as suspected defence dept no budget to goes for it.

5) Development or disposal of land @ Tebrau, JB (584 acres with only RM18.5/sq.ft at book value), this land is highly under market value at least 8-12 times, but like most listed companies, this is a norm, and i dun think SM will have any plan on this land to benefit us at all~~

6) S.M de-listed DRB, this may happen, but i dun think is necessary for SM as his is the controlling share holder for DRB, and many issues/obstacles still nid to settle 1st for DRB.

To me, no.1,2&3 shall have outcome soon, no.4,5&6 as surprise element dunno when gonna happen~

There're more than 1000 listed companies @ bursa, worth to invest or not up to you.

Cant blame the share price like tis, we willing to on boat one mar~

Bjc holds Bjland, Bjland holds S.toto, Bermaz is SPV, Bjfood just become minority s.holder @711, Bjland started kyoto project, ended bjc oso involved~

U ask auditor, they tell u this is craziness account, what company link vf what company how to spread cost & profit; u ask banker, they tell u tis is complicated, which company guarantee for which project loan; u ask ceo, they tell u tis is power confusing, who listen to who as the company inter-related~

YTL oso huge, Genting oso diversified, but they listed their company vf clear purpose, which one is plantation, which one is in ultilities, n cut off too much link in between mother & son~

They shdn't think bout reducing loan or disposal of biz, they shd start re-structuring the whole group 1st, if not...things get more complicated when something wrong~

我上面介绍的两首歌，你可以细细的研究歌词，你会恍然大悟，原来你一直都误会了歌词真正在唱的意识。

@celionneoh...你肯定有听过“女人何苦为难女人”，但你听过周华健的“朋友”和高进&小沈阳的“我的好兄弟”吗？

我不是有性别歧视，也不是说女人之间没有真朋友哦~~我只是想说，很多人都误会这两首歌以为在唱男人之间的兄弟情，其实都是在唱关于我们男人对“小弟弟”的重视和爱护吧了。

拿“朋友”这首歌来说：
“朋友 一生一起走 那些日子 不再有”
是说男子老了，不举了，那些风光日子不能重现了。不信的话，你自己想看，有那个朋友会“一生”就“一起走”？难道我们一出世躺在婴儿房就会跟隔壁的男婴打招呼说“Hello,nice to meet you"做朋友咩？？

再来那首“我的好兄弟”，更鸡蛋糕的他妈不靠谱，开头那句在：
“在你輝煌的時刻
讓我為你唱首歌
我的好兄弟
心裡有苦你對我說”

现在这社会都是有福同享，大难临头各自飞了。歌词是在唱，男人年轻的时候，就一直跟自己身边的朋友“唱”自己的小弟弟几强几厉害，女朋友都叫tolong,但如果小弟弟生病了，累了，要立刻懂，立刻去医它。

所以买上市公司的股票，打理的是男子，他的性福也是很重要的考量因数。

@人生几何，sorry for the long post, just my 2 cents, i might b wrong too.

Tis forum really shd allow us to attach picture, then will be nice, i can post a potato pic here...just like 9gag.

Lets say the minimal service for buyer is average at 0.2% based on selling price (seller service charge % is based on the volume n their rating by buyers, tats y if u comment smtg bad @ seller especially Taobao, they will find u immediately n ask u to delete such comments by offer smtg to u)...u can c the money earned by Alipay by all the record high transaction year by year...

Yup, expanding to worldwide, but bear in mind they r not Amazon, u wont receive a nice packaging stamped vf Alibaba or Taobao logo on the packaging when u receive it, instead, sometimes is really ugly packaging from some cost saving courier company that wrap ur goods.

So to expand worldwide for alibaba, they nid secure payment method, which involve currency exchange n credit system...moneygram can provide alibaba USA currency exchange n credit nack up, then easier to launch Alipay platform thr.

Oni few Asia countries accepted Alipay at the moment...Alibaba wanna put up tis portfolio asap...which oso as much users as possible.

Instead of starting from ground to be like Amazon, Alibaba used another method, they noe they nid to secure 2 essential elements in order to survive in e-commerce biz, Payment & Logistic. Tats y Alibaba is one of the biggest shareholder at Singapore Post (Pos Malaysia in sg version) n oso Paytm (Alipay in India version)...

So if u say Alibaba wanna come venture to Malaysia, i totally agree, but by how they entry? Alibaba n Taobao is in internet form, n most chinese enterpreneur ady used it few years ago...

One is tru buying Pos Malaysia share b one of the substantial shareholder or major one (if drb willing to let go) n cut out abx, gdex, airpak n etc let pos malaysia be the sole logistic company to handle all alibaba/taobao goods from china to here....

2nd is coorperate vf pos malaysia, by launching Alipay tru post office, all the bill paying at post office accepting Alipay method, of cos...anything tat starts new must got bunch of freebie one, some discount or rebate or earn points when u paid postage fee, TNB, TM, Indah Water, Astro, Maxis, Cukai Tanah, Road tax n insurance, cukai pintu, hey man...even zakat wor...pls let me know wat bank can hv offer such wide range of bill payment?

U not into online buying?? Fine...but u sure u r not paying even 1 bill per month?
Actually...touch n go card, is really in very good position to start up tis payment method n they even link vf Maybank for auto debit system, i dunno wat tis company been doin?

But everything got its pro n con...i think if Alipay nid to venture into here, nid Bank Negara approval...

Just blow water, n i dun think im better than anyone, calvin oso got his points.

I dunno bout nextgram, but i noe alibaba is trying to close a deal vf moneygram.

For example, Alibaba n amazon is totally 2 different companies..

Amazon involve from a-z, they store the goods or direct purchase from factories, n put online for sell, n get payment from customer tru banks or credit cards. Their capax is damn huge, as they nid to hv own land for warehouses, distribution points n offices. Also they nid their own fleet of logistics...the whole supply chain system monitor by their own.

Alibaba, totally different strategy, most facilities/assets amazon has, they do not hv. No warehouse, no logistic, no QC 4 goods quality, not even involve in packaging at all. Alibaba just a platform for seller to meet buyer or the other way around. The starting of alibaba has no income at all, cos no credit card company wanna provide them service, as they view tis biz method high risk, n is up to seller n buyer to nego method of payment.

I think is after 3-4 years, miracle happen, alibaba start up Alipay...buyer pay thru Alipay, n Alipay will oni release the payment once buyer receive the goods or after (10 days) as some goods send to oversea by sea freight. Alibaba act as intermediate n platform provider, charge a minimal service fee (less than 0.2% on selling price) based on selling price, n tis method...BOOM!! Alibaba listed at new york n then blah blah blah...

影响可大了，成功男人背后如果没有一堆女人的话，那证明可能生意不好，心烦所以没找多一个。。。
也或许是性能力出问题了，你仔细想想，一个男人如果下半身出问题，他还有心情打拼吗？大部分的心机都在想要怎么硬起来吧了。。。那公司表现就会差，一差股价就跌，一跌我也心烦，我心烦也可能会不举。。。

所以，一家上市公司大老板到底性福吗，也是我们考虑的因数之一，我买它，就是因为他那时有4个老婆，但2年过去了，他又悠闲着玩足球，但不玩以前那种“球”，可疑啊~~

可以的话也讨论一下vt到底会找第5个老婆吗。。

请不要“政治化”我们这个论坛哦。
那种敏感又让我们生气的话题不要提，重点是讨论bjc的大方向和前景就好。

河马要表达的是这社会很不公平，贫富差距很大，有些人赚几千都很开心了，有些人上下几千万却没一回事。。。

Shopee is currently using some sort of online payment system powered by Alipay...tats y shopee got pos subsidy for shipment...if u think tat alibaba or taobao will come to malaysia n compete vf shopee, 11 st, qoo10, lazada...is really illogical for alibaba, they r not like amazon, they earn thru their paying system...y wanna come to small market like malaysia n compete vf others, while china is so lucrative vf high growth for online biz.

Summore, if u been to china, u will be amazed tat even grandma selling groceries at sub urban area, oso accepting alipay or e wallet, wechat oso doin e wallet too...tats y Tencent group share so high now.

I mentioned can suddenly surge up or "DOWN",cos i went tru 1.41...0.79...1.55...0.92...now 1.3x...
If i got inside news, u think i still blow water here?
Every1 free to comment here mar...release some tension n make entertainment, just nid to make own judgement, dun follow blindly.

Wat i did noe is pos malaysia will jv vf alibaba...but not wat e commerce booming claimed by others, i spoke to some1 in pos, they did went to meet jack ma last year, is discussing bout pos get the right for Alipay system, as pos got 800 pos office n touch up point nationwide, n u cant find others company tat offer so much bills payment like pos office.

But problem is nid BN approval as involve cash transaction n credit issue...so bank muamalat oso got involve.

Sg, thai, hk n taiwan ady accepted Alipay method...we as developed nation @ year2020 how can be so outdated...but still at discussion stagr, can realise or not...still the same answer, i dunno...

最够力的是Aeon的，一个受过高等教育的老太太，发脾气，问为什么买一粒和买十粒的拿的vouncher都一样多，现场一直吊，讲还欠她九张vouncher几时要给。。。

股东大会就是这样的，什么人都有，但ceo还是要面带笑容的服侍，我看过在发问时段有股东竟然唱歌跳舞的，ceo也只能看他表演。

Vielott..robin在agm讲到多好听，越南一批准他立刻飞过去签名，但你看现在，要时间孵蛋了。。。
我知道没有生意是现成赚的，但他真的不会推销他的公司，要麻烦你干爹开始出面约记者说越南是金矿啦这个那个啦，但已经错过最好的宣传黄金期了，现在才约记者和基金经理说，就是在冷饭翻炒，没看头了。

讲话是开始没那么紧张了，但还是保险，怕说错话会砍头一样。
记得那时vt来股东大会，真他妈像大明星，到处走动拍照签名，一个还没开始的球牌ascott,说到好像政府已经批准这样，我叔叔的epf就是这样没有了，但他是贪心，赚了30%要赚60%。。。

还是vt厉害，有5千万，就借5亿做生意；有5亿，就他妈的做50亿的生意。。。
儿子就只会想着卖东卖西的减债，脚步有几慢放几慢的，看了都累。

所以我几时都觉得河马说话最有point...开始惭愧了，小弟出尽全力也只有几百粒吧了，全部被drb套死了，希望河马兄不嫌弃跟小弟多聊几句。

去年有去agm,你干爹的儿子robin还是火候不够啊，讲话保险的要死，还说不明白他爸爸和叔叔为什么那么看好和敢冲产业发展，你有见到robin，就教他一点吧，做生意不用太老实的，有时要学会说些善意的谎言，吹下牛，人家才有兴趣炒他家的股票咧。

看看新山碧桂园卖产业的，全部多会吹，个个都赚翻了。