valueinvestor

valueinvestor | Joined since 2011-05-03

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Stock

2016-03-13 13:22 | Report Abuse

http://klse.i3investor.com/servlets/stk/fin/8206.jsp

Eco World reported a PAT of RM44 mil in FY2015, and the company is valued by investors with a market capitalization of RMM3.12 billion @ RM1.32 per share.(NTA: RM1.34)

http://klse.i3investor.com/servlets/stk/fin/5401.jsp

Tropicana reported a PAT of RM223 mil in FY2015, and the company is valued by investors with a market capitalization of RM1.56 billion @ RM1.08 per share. (NTA:RM2.15).

Furthermore, Tropicana has been reporting strong PATs for the last 4 years and its land bank is mostly located in very prime and matured areas.

Hardly any prominent research houses bother to recommend this company despite that its balance sheet has strengthened considerably over the last 3 years.....sigh.......

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2016-03-12 16:43 | Report Abuse

http://www.senaparc.com/

http://www.themalaysianreserve.com/new/story/lg-launch-projects-rm17b-gdv

The management should be phased out as they have been sleeping and taking their own sweet time in carrying out their jobs, Those projects should have been launched much faster and earlier!! Simply sleeping on their job! !!!!

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2016-03-12 15:48 | Report Abuse

This company is on track to report the highest annual profit for FYE 31/1/16 over the last 16 years. It is expected to record much higher profit for new financial year ending 31/1/17 due to the appointment as a project delivery partner for LRT3.

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2016-03-06 17:59 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1138137

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4889241

RM448 mil land disposal was completed on 8/10/15. Has the RM145 mil extraordinary disposal gain been recognized by Q4 2015? Will it be recognized in FY2016 instead?

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2016-03-06 13:52 | Report Abuse

L&G's trade and other receivables ballooned to RM398 mil as of 31.12.15. Does this mean that the company has yet to receive and recognize a lot progress billings from its Foresta project which was completed recently? Can any accounting sifus or accountants help to analyze and enlighten members in i3? Thank you.

(hoping to gauge its profit for the 4th quarter ending 31/3/16...)

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2016-03-06 13:12 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5021033

The co has sold the shares in the open market at RM1.46 and RM1.47.
Don't they see the potential in their own company and wait for higher prices?

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2016-02-10 16:18 | Report Abuse

Given the weak share price performance of Tiger over the last 3 months, there is a very high likelihood whereby its recent rights issue was not taken up by most of its shareholders. Hence, its capital base could have remained pretty much the same and its fundamentals have neither improved or deteriorated. Unfortunately, its share price has however dropped quite a lot (in terms of percentage) from its previous 9 sen level....

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2016-02-05 23:12 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/02/05/cimb-shares-of-some-property-companies-could-rise/

“While the near-term outlook for property sales is unexciting, in our view, the fundamentals of the sector, especially for houses priced between RM700,000 to RM1mil, are not as dire as perceived by many. We are also bullish about the prospect of the overall stock market. We expect the FBM KLCI to reach 1,900 points by end 2016. This bodes well for the property sector, as property is a high-beta play,” CIMB said.

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2016-02-02 21:29 | Report Abuse

http://www.theedgeproperty.com.my/content/land-general-acquire-pembinaan-jaya-megah-rm90-mil

The land @ RM18.40 psf can be deemed fairly cheap. It can generate substantial profit even if L&G were to build double-storey linked houses only on the land for sale. This land can easily generate a GDV of more than RM1 billion. (assuming 112 acres x 12 units per acre x RM750k per unit) and profit of RM150 mil to RM200 mil.

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2016-01-29 21:54 | Report Abuse

At least RM145 mil net profit for 4th quarter of 2015 will be reported in February 2016.

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2016-01-24 18:10 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/01/23/global-oriental-to-develop-rm900mil-property-project-in-perak/

Quite a good deal for GOB as the land cost may be deemed quite cheap if the project can generate a GDV of RM900 mil. Effectively, the land cost of RM23.59 mil (RM3.66 psf) is worked out to be 2.62% of the GDV.

The good news is that GOB has to pay only RM 2.5 mil upfront, and the balance over a period of up to 10 years, to lock in 148 acres of land for development over the next 10 years.

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2016-01-21 20:48 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4908357

Barring any unforeseen circumstances, the Proposed Disposal is expected to be completed in the first quarter of year 2016

Upon completion of the Proposed Disposal, GuocoLand is expected to realise a net gain on disposal of approximately RM19.94 million. The net gain attributable to owners of the Company represents an increase in earnings per share and net assets per share of the Company of approximately 2.98 sen.

The company will also recognize RM137mil gain on disposal of an office tower alone to Hong Leong Bank for FYE 30 June 2016, translating into an EPS of 20 sen.

In addition, Guocoland's associate company Vintage Heights SB (VHSB) is disposing of a parcel of land in Sepang for RM475.0m. Upon completion of the disposal, VHSB is expected to realise a net gain on disposal of approximately RM290m, said Guocoland, adding that approximately RM116m is expected to be attributable to Guocoland for FYE 30 June 2017. (StarBiz)

http://www.securitiesstocks.net/article/9538118664/guoco-under-institutional-investors-radar-screen-/

As the counter is grossly undervalued now, will its cash-rich parent company launch a general offer to privatize the company?

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2016-01-16 12:20 | Report Abuse

Since the VP letters for Damansara Foresta were sent out on 31 Dec 2015 as per its Facebook, L&G can be expected to report strong and bumper earnings for its current FY ending 31 Mach 2016. Hopefully higher dividend of say 4 sen per share will be declared too for its shareholders. Otherwise, the BOD should be sacked given its weak share price which has been dropping for the last 15 months

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2016-01-15 20:09 | Report Abuse

Phase One (1) will be implementation of road infrastructure, jetty and the
relevant power supply plant and water absorption area. Phase Two (2) will
be the expansion of the port to cover 500 hectares, cold room, cold terminal,
palm oil and rubber industry, production support facility, apartment, rental
flats, employee housing and sport facilities. Phase Three (3) will be the
commercial development, miscellaneous industries, hotel, golf course, Islamic
center and religious worship center.

The quantum of the Proposed Project shall be determined only upon the outcome of the
feasibility study and diligence study and upon the finalization of the terms and conditions of
the Definitive Agreements.

Barring unforeseen circumstances and depending on the outcome of the feasibility study and
diligence process, the Proposed Collaboration is expected to contribute positively to the future
earnings of Instacom.

Further details of the financial effects arising from the Proposed Collaboration will be
announced upon the execution of the Definitive Agreements to be agreed upon by the
Parties.

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2015-12-29 12:07 | Report Abuse

Time to consider mrcb-c6?

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2015-12-17 20:48 | Report Abuse

Let's all pray very hard that MRCB would climb as high as possible. When its share price goes up, it will benefit the major shareholder EPF. It may bring benefits (i.e. higher dividends) to all EPF account holders like us. Huat Ar !!

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2015-12-17 15:18 | Report Abuse

Having the strongest shareholder (EPF) backing this company, chances shall be high for the share price to move back up to the TP of RM1.60 as recommended by some research houses.

Furthermore, it has achieved > RM330 mil net profit ( EPS:17sen ) for the first 9 months of FY2015.