Since it has bagged RM105 mil contracts, this counter is likely to return to black with a few million ringgit profit in this year. It will be interesting to see how much contracts the new directors can bring in to the company in these few months.

It can't move up unless it has secured more sizable contracts... :-(

The agreement signed one year ago does not hold water anymore??
If the land value has dropped significantly instead after one year, can Tropicana ask for full refund of the amount paid so far??

http://klse.i3investor.com/servlets/ptres/21892.jsp
The company failed to deliver good result last year after having impressed so many research houses and minority shareholders. Now the company might not have good Qtr 1 result in 2014 as per the research report.
So, can its entire FY2014 result be better than 2012 result (RM20mil net profit) when the counter was trading mostly around 20 sen with that kind earning?
If there are uncertainties or difficulties to predict its future profitability, why not switch to companies with clearer earning visibility?
If it has to undertake the massive fund raising exercise to raise RM950 mil, it may also mean that its EPS may go down. So, can the 2014 EPS justify the price to move higher? Aren't there better O&G counters in Bursa?
I would not invest hard earned money in companies with plenty of uncertainties. Just my 2 sens though

Loss making due to so-called human error + leaked out fund-raising exercise info to Kenanga prior to announcement to Bursa? + dilution of EPS due to the possible fund raising exercise + possible losses again in Q1 of 2014 => ?????? :-(

Awesome Q3 result! Very much undervalued now @ 51 sen as its 9-month EPS is 9.47 sen

HLG set TP of RM1.02 on Scomies and not on Scomi.

http://dayagroup.com.my/wp-content/uploads/2014/02/RHB-Report-Feb2014.pdf

Its share price will move up very fast if it can divest its land banks quickly and book in the profit.

Good quarterly profit figure should be reported in view of the Foresta project progressing well and fast. https://forum.lowyat.net/uploads/attach-80/post-245180-1390759433_thumb.jpg

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1539009

This counter was trading below 40 sen before the announcement of Q2 result. So, there was decent appreciation (at least much better than FD rates) since then. :-)

The co has at least acknowledged that it is in preliminary talks on what to do with the land. This is a good sign. First, it owns 80,000 hectares of land in Indonesia with a book value of approx RM67mil or RM333 per acre only. Hence, very substantial potential capital gain (maybe >RM300mil?) will be there. It will be great if someone can find out the latest market value of the land in Indonesia. In addition, it owns another parcel of land bank in Pulau Indah which may be very much undervalued by now. Just download its annual report to verify and find out more. :-)

http://www.thestar.com.my/Business/Business-News/2014/02/05/Ken-plans-RM2bil-projects-Hotel-and-office-developments-over-2-years-to-boost-earnings/
With the latest announcement, it may not worthwhile to hold this counter anymore for the next 3 years if the hotel projects will commence soon. This is because it may have to call for rights issue or gear up substantially in order to raise funds for the massive hotel projects which may have a long pay back period of 7 to 12 years. So, it may not have any exciting time ahead in terms of profit growth in the next 2 to 3 years. Personally I only invest in companies that have strong profit growth in the next 12 to 24 months.

Exciting time ahead for L&G! Stay invested for the next 5 months $$$$$$$$
http://sharesinfo4u.com/?tag=%E7%BD%AE%E5%9C%B0%E9%80%9A%E7%94%A8

http://www.nanyang.com/node/596557?tid=462 Someone is accumulating??? By the Norway fund manager again?

More contracts on the way from Indonesia??
http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/LsvAllByID/0C988B97B823142448257C6A0038101B?OpenDocument
http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/LsvAllByID/967E2CD04786EF8848257C6A00381015?OpenDocument

http://www.focusmalaysia.my/Mainstream/Turnaround-triumph-for-L-G

http://sharesinfo4u.com/?tag=%E7%BD%AE%E5%9C%B0%E9%80%9A%E7%94%A8

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1523913

http://www.tropicanacorp.com.my/media/sun_211113.php

This counter will fly if its 3rd Quarter result shows another record earning. http://sg.finance.yahoo.com/news/land-general-2q-profit-jumps-103006742.html

http://www.theedgemalaysia.com/business-news/271364-hot-stock-daya-rises-actively-possibly-after-news-a-foreign-fund-buys-13-stake.html

http://www.kwongwah.com.my/news/2014/01/14/129.html

http://www.theedgemalaysia.com/in-the-edge-financial-daily-today/271065-tropicana-to-continue-monetising-its-assets.html

http://klse.i3investor.com/servlets/stk/3174la.jsp

Great analysis. Would appreciate it if Mr Tan KW could also analyse and share his views on Talam Transform which now has notable major shareholders behind it. Thanks

http://klse.i3investor.com/blogs/temperature_probe/44838.jsp

http://dayagroup.com.my/wp-content/uploads/2014/01/DMB-sasar-RM2b.pdf

Talam Transform may also be able to go up if a similar research report is conducted on its land banks. Its land bank in Bukit Beruntung and other parts of Selangor is now very much undervalued. :-)

It is very possible for L&G to hit 65 sen based on its earning growth underpinned by its RM 800mil unbilled sales. It will just take another 2 to 5 months for people to see if its EPS would shoot up to 12 or 13 sen when it releases its 3rd and 4th quarterly result. http://cdn1.i3investor.com/my/files/dfgs88n/2013/12/10/1480070435-1453672794.pdf

The cumulative net profit for the first 2 quarters of the current FY is way below the cumulative net profit of the last 2 quarters in the last FY ended March 2013 despite higher turnover reported. Hence, the upside for its share price will be limited in the near future, It has been quite a disappointing counter all this while. It would be more worth while to look at other more promising counters which can deliver improving quarterly results consistently.

This counter is perceived to have been fully valued for the time being as no more exciting new news is expected to be unfolded in the near future... its earnings growth for the next FY could be flat and is not expected to excite the market... it is time to look at other more exciting counters which have better visibility on their earning growth in the next FY....

Target Price of RM0.56 by CIMB
http://dayagroup.com.my/wp-content/uploads/2013/12/CIMB-Report.pdf

Please check the price when luckyman first recommended the loan stock.

Please see Luckyman's earlier comment on 15 Oct 2013 and compare note with the following:-
http://klse.i3investor.com/servlets/ptres/20291.jsp

If the EPS of L&G shoots up to 11 or 12 sen for the current FY, it will be interesting to see how high the share price will move up.

The company can be expected to recognize good profits for the next 6 quarters based on the progress of its Foresta Damansara :-

http://forum.lowyat.net/uploads/attach-72/post-608672-1382931507.jpg

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/50EC9E540FAD5BB948257C32003E64AD/$File/TCB%20-%20Proposed%20Disposal%20of%20Jalan%20Kia%20Peng.pdf

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/031AFC0D5C1735F548257C32003BC881/$File/For%20Immediate%20Press%20Release%20-%20Tropicana%20Corporation%20Berhad%203rd%20Quarter%20Financial%20Results.pdf

One L&G LA + RM0.13 => One L&G ordinary share!
Alternatively, surrender two L&G LA for one L&G ordinary share.
The company is giving L&G LA holders the above two options.

It would be better if you read the research reports by RHB and Kenanga by clicking the Research tab above here in this page, and then do some research yourself to validate the info stated in the reports. It could be costly to just listen to the gossips or opinions here.

It will have both record sales locked-in and unbilled sales todate. Exciting time ahead. http://www.theedgemalaysia.com/property/265442-penang-worldcity-records-85-take-up-rate-for-its-first-four-towers.html

http://dayagroup.com.my/wp-content/uploads/2013/11/PB_Stock-Daya_EN_20131127.pdf

Based on the earlier post by Tan KW @ http://klse.i3investor.com/blogs/kianweiaritcles/32375.jsp and the latest Q2 result, this could be the golden opportunity to 'board on this plane' before it takes off and doubles the money within 6 months. Just stay invested for 2 more quarters to see its full potential. The downside risk is limited as its current cash holding per share is higher than the current share of 36.5 sen. The future earning visibility is also very clear for the next 2 years given its strong un-billed sales.

One L&G LA + RM0.13 => One L&G ordinary share!
Alternatively, surrender two L&G LA for one L&G ordinary share.
The company is giving L&G LA holders the above two options.

To date, Tropicana Corp has recorded total sales of more than RM2 billion while unbilled sales amounted to RM2.2bil.

http://www.thestar.com.my/Business/Business-News/2013/11/20/TROPICANA-CORP-TO-CONTINUE-UNLOCKING-NONCORE-ASSETS-TO-TRIM-GEARING.aspx

http://www.theedgemalaysia.com/business-news/263883-land-a-general-2q-profit-jumps-10-times-to-rm23m.html

The Group’s pretax profit for the 6 months period ended 30 September 2013 stood at RM85.6 million compared to RM18.0 million achieved for the 6 months period ended in the preceding year, as a result of improved results from property division coupled with lower fair value loss on its quoted investments and lower share of losses from its jointly controlled entity in Australia.

Despite the recent cooling measures announced by the Government to curb speculative activities in the property sector, the Group is confident in sustaining its current performance for the coming two quarters as the developments from its on-going projects have secured locked-in sales and are on schedule.

Buy property stocks that are traded below their NTAs if you want to invest based on net asset. For oil & gas stocks, most research houses would recommend based on the earning growth. You can check this against those oil & gas stocks that have performed well thus far.

Daya's future earnings stand to shoot up significantly with the latest acquisition of vessel. Just hold for 6 months to 1 year in order to reap the maximum share price appreciation. Thereotically the latest vessel acquisition may easily increase net profit by another > RM50 mil to RM100mil per annum. http://www.sbmoffshore.com/?press-release=sbm-offshore-announces-sale-diving-support-construction-vessel-dscv

http://ir.chartnexus.com/tropicana/docs/20130917%20Affin%20(BUY)%20Acquiring%20257%20acres%20of%20Pulai%20land%20for%20RM367m.pdf