1 quarter EPS = 20cent
4 quarter EPS = 80cent
P/E = 10
Price = ????

It's going back to RM3

Don't just look at net profit. Inspect also the revenue, receivables, transaction and financing volume, cash flow, NPL ratio, etc.

Hi Koon Bee,

I would like to understand why the total production days per quarter is calculated as 120 days?
Isn't a quarter consisted of 30x3 = 90days?

Thank you.

++++++++++++++++++++++++++++++++++++++++++++++++++++
Anasuria oil production
4416 barrel per day
Up time = 94%
Total production =498,124 barrel
Oil sold = 274,015 barrel
Unsold oil will flow to next Q = 498,124 - 274,015 = 224,109

North Sabah oil production
4958 barrel per day
Up time = 85%
Total production = 505,716 barrel
Oil sold = 293,624 barrel
Unsold oil will flow to next Q = 505,716 - 293,624 = 212, 093 barrel

Total unsold oil = 436,201 barrel
++++++++++++++++++++++++++++++++++++++++++++++++++++

NAV: 3.22
Share Price: 2.41
Discount: 25%

B3 Future Prospects
The Directors expect the number forecast operation ("NFO") business to be satisfactory and will
continue to maintain its market share for the remaining quarters of the financial year ending 30 April 2019. The performance of the hotels and resorts business is also expected to remain satisfactory whilst the property market outlook is expected to remain lukewarm.

The Group also expects to record a significant gain upon the successful disposal of the Proposed
BVIUT Disposal and Proposed Vietnam Subsidiary Disposal accordingly in due course, going forward.

Arbitrage Play:
Offer Price: RM3.00
Dividend: RM0.05
Current Price: RM2.82
Profit: 3.05-2.82 = 0.23
Yield: 0.23/2.82 = 8.2%

UOBKayHian:
Maintain BUY and introduce a lower SOTP-based target price of RM4.49 (from RM6.00)

The SRS Consortium comprises well-known names in the engineering and construction and property development industry, namely publicly-listed Gamuda Berhad (60%), and Penang-based Loh Phoy Yen Holdings Sdn Bhd (20%) and Ideal Property Development Sdn Bhd (20%).

He said the project delivery partner, SRS Consortium, proposed that a long-span cable-stay bridge go across the park with only two pillars so as not to spoil the green lung of the park that is a popular spot for recreational activities.

Dividend Yield = 7.27%

EMPLOYEES PROVIDENT FUND BOARD ("EPF") (a substantial shareholder) acquired 1,500,000 shares on 20-Jun-2018.

EMPLOYEES PROVIDENT FUND BOARD ("EPF") (a substantial shareholder) acquired 600,000 shares on 21-Jun-2018.

MR ANANDA KRISHNAN TATPARANANDAM ("TAK") (a substantial shareholder) acquired 414,700 shares on 22-Jun-2018.

MR ANANDA KRISHNAN TATPARANANDAM ("TAK") (a substantial shareholder) acquired 350,000 shares on 25-Jun-2018.

EMPLOYEES PROVIDENT FUND BOARD ("EPF") (a substantial shareholder) acquired 1,000,000 shares on 18-Jun-2018.

EMPLOYEES PROVIDENT FUND BOARD ("EPF") (a substantial shareholder) acquired 400,000 shares on 19-Jun-2018.

T4Q DY | Payout %: 7.50% | 83.43%

Dividend yield is very attractive at 7.5%

MR ANANDA KRISHNAN TATPARANANDAM ("TAK") (a substantial shareholder) acquired 447,100 shares on 19-Jun-2018.

MR ANANDA KRISHNAN TATPARANANDAM ("TAK") (a substantial shareholder) acquired 509,100 shares on 21-Jun-2018.

MR ANANDA KRISHNAN TATPARANANDAM 13-Jun-2018 Acquired 685,800
MR ANANDA KRISHNAN TATPARANANDAM 14-Jun-2018 Acquired 25,000

I-Bhd needs to give higher dividend to attract more investors.

Hevea has 109.79 million of cash.
Hevea's total loan is only 15.1 million.
This quarter Hevea made 17.9 million.
Next quarter Hevea should make more profit.

Hevea's equity is 397.5 million.
Assuming total annual profit is 52.6 + 17.9 = 70.5 million approximately
Return of equity is 70.5/397.5 = 17.7%

Hevea is doing very well.

RM3.82

Padini is a cash cow.

They have so much cash until they do not know what to do with it.

"Padini's cash will become less and less....."

Please take a look at the cash flow statement. Padini is overflown with cash.

:)

Why is Anwar an element in this deal? The previous and current Selangor MB want it to be done because they have witnessed firsthand what the drought can do. The people are angry at the constant water rationing. They wish to solve this water issue.

I reckon this is the safest bet of all. The only risk is YOURSELF!!!!

Use facts and figures, instead of rumors and speculations.

I'm just waiting for my windfall. Hahahaha.

Current price is RM2.72.

After dividend, cash level is 1548 million or RM2.90 per share.
After dividend, Net Assets is 1836 million or RM3.45 per share.

So, is this price a safe price or not?

Remember, one important thing. Current price is RM2.72. After dividend, the price is RM2.72-1 = RM1.72.

Compare 1.72 with 2.90 & 3.45. Do you feel safe or unsafe?

Think, think, think.

:)

Use some common sense. Both Federal and State government want this to happen. Puncak also want this to happen. Nothing is going to stop this deal. Be more confident and assertive.

Not sure why there is still so much doubt. This is a done deal. Don't be too imaginative - politics lar, this lar, that lar.

Just be a bit patient :)

Relax and be jolly. See the bigger picture. Do some math and make the right choice.

:D

Where so much doubt?
State government is okay with the deal.
Federal government is okay with the deal.
Puncak is okay with the deal.

Basically every parties want the deal to go through.

:)

Nobody realize Tony is nearing the MGO threshold?

Net profit drop from 9,583 million (FY2014) to 4,948 million (FY2015)
Dividend drop from 4cent (FY2014) to 3.5cent (FY2015)

:(

Not good.

Imagine using $70,000 to buy a car that is worth $178,000.

:)

Use 70 cents to buy $1.78 Assets

Sounds like a good deal. No?

;)

Padini dividend yield = 7.5%

NTA=$1.78
Share price=$0.70

Discount = 1- 0.7/1.78 = 60%

Dividend per quarter: 2.5 cent
Dividend per year: 2.5x4 = 10cent
Price: RM1.69

Dividend yield: 10/1.69 =5.9%

Why is it a concern?

Because it's FREE !!!!!

I find it hard to understand why would anyone want to sell their Jobstreet shares below 2.62.

Hi benson911, why did you sell at 2.6?

To jtpc2006,

If you are not sure of something or lack of conviction, do not invest and always safeguard your capital.

Let it go until you fully understood what you are doing else it is akin to gambling - betting on the unknown.

:)

That is a 1,890 million ringgit question! :D

Does this make sense? Please discuss.
:)

The purpose of this trade, is to get as many FREE jobstreet shares as possible.

They are FREE, so the risk is 0.

No matter what happen to the share price, post sell off, will give you 0 risk.

On the flip side, if Jobstreet continue to do well, for whatever reason, you are poised to gain.

It is free, so why not just let it roll on its own. Supposedly, the market value the share at

10 cents, you will get 0.10x1000 = RM100
20 cents, you will get 0.20x1000 = RM200
30 cents, you will get 0.30x1000 = RM300

If, you decide to sell at 0.10, you will earn RM100 but what is the yield?

The yield is infinite because you did not invest any of your money in it. You already got back your initial capital remember?

:)

Let's play this scenario:

You buy 1000 units at 2.55, thus the cost is 2550.
Subsequently you were given a dividend of 2600.

Okay, now you profited 70 ringgit besides getting back your initial capital.

But hang on, you still have 1000 units of Jobstreet for FREE!!!!

It is free, so why not just let it roll on its own. Supposedly, the market value the share at

10 cents, you will get 0.10x1000 = RM100
20 cents, you will get 0.20x1000 = RM200
30 cents, you will get 0.30x1000 = RM300

They are free because, you already get back your initial capital, so the risk is = 0.

:)

Hi jtpc2006,

Page 6 of yesterday's announcement states that after the deal is done, the net asset of the company is 39 cents.

Make your own conclusion :)

Why so impatient?