tansaukwan

tansaukwan | Joined since 2016-06-26

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2016-06-29 07:10 | Report Abuse

apparently what i heard was that due to intense competition. Singapore got no such thing as PPA like Malaysia. It seems that they need to bid in the market to supply electricity to the grid and if the Singapore Power bid then it will translate to revenue, if not the power plant is just running with wastage. But I believe this quarter should be higher earnings for Power Seraya as from Apr to June, 2 out of 3 months is freaking hot weather, I'm sure electricity usage increased at that period but moving forward, i guess it is up to the management to secure more bids and also depending on the weather factor. It would be a bonus if Power Seraya can improve as the market price now has already taken into consideration the poor performance of Power Seraya.

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2016-06-26 10:58 | Report Abuse

now 3.15. Can go in. All time low. 1Q results low due to seasonal factor. Don't believe, see the announcement history. All 1Q is always lower. Further couple with low wood price. I'm IN, feel free to follow or not to follow but please do not condemn me.

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2016-06-26 10:56 | Report Abuse

now 3.15. Can go in. All time low. 1Q results low due to seasonal factor. Don't believe, see the announcement history. All 1Q is always lower. Further couple with low wood price. I'm IN, feel free to follow or not to follow but please do not condemn me.

Stock

2016-06-26 10:56 | Report Abuse

now 3.15. Can go in. All time low. 1Q results low due to seasonal factor. Don't believe, see the announcement history. All 1Q is always lower. Further couple with low wood price. I'm IN, feel free to follow or not to follow but please do not condemn me.

Stock

2016-06-26 10:46 | Report Abuse

Yes.. Magnum all the way.. BJ Toto 1Q is better due to favourable forex from their Philippines subsi. You can search at bursa announcement for 1Q results. They also mention the same thing as Magnum that local gaming revenue is low couple with huge payout. End of the day look at the fundamentals. Magnum par value is RM1.00, BJ toto is RM0.10. Dividend from Magnum is 15 sen / >6%, BJ toto is 19 sen / >6% against their market price and BJ toto is more expensive by 60 sen.

Stock

2016-06-26 10:31 | Report Abuse

Don't follow EPF, they are fund managers. They have to react based on current news but look at the bright side. The price is low now, everyone is talking about GBP dropped 5% but what about this http://klse.i3investor.com/servlets/fdnews/231997.jsp

Ringgit expect to drop next week !! So all assumption on UK investment depreciate is all not that bad as everyone expected. Fundamental - Look at their cumulative 3Qs EPS, it is about the range of >8.00 sen, 4Q should be interesting but no matter what I'm sure it will hit the EPS range of 10.00 sen for full year. That will justify another round of 10 sen dividend.

Couple with their new launch of YES by end of the month. It shows the management is well aware of their exposure and they are definitely doing something about it. Expect them to be the telco disruptor and they might pull this one big.

It's a BUY for me at this price !!! This is my own opinion, I'm sure others would have their own. Just sharing only.