Followers
0
Following
0
Blog Posts
0
Threads
187
Blogs
Threads
Portfolio
Follower
Following
2020-08-27 11:55 | Report Abuse
6. US Powell has stated that Interest rate will be kept at zero for next 5 years
Very good for Azrb as it's cost of fund will get cheaper as BN might cut rates from 1.75% to 1.5%
Later might follow US to go below 1%
So while Azrb borrowing cost gets cheaper it's business gets better and better
2020-08-27 11:54 | Report Abuse
4. Azrb also got
Concession for medical teaching hospital for long term recurring income. Cash cow
Toll road to Kajang in progress
Oil palm estates now maturing
Real estate in trengganu and setapak
Contract jobs and concession jobs are long term cash cows.
5. Last time Mfcb was only Rm1.60
It has concession jobs when generate steady income and today share price over Rm7.00 due to incremental increasing earnings
So will be Azrb
Azrb has many many concessions like Mfcb.
So it should also rise like Mfcb
2020-08-27 11:54 | Report Abuse
2. Now With Ecrl from port Klang to Kota Bahru it will pass thru 2 important ports
A. Kemanan port
Azrb supply base
B. Tok Bali port.
Monopoly of Azrb newest port.
All oil and gas companies used these two bases
Later when Ecrl ready All ships from China, Japan Korea, Taiwan, Vietnam MUST SEND GOODS TO UNLOAD AT KEMAMAN & TOK BALI OF AZRB.
SO AZRB LIKE GOMBAK TOLL GOT 2 CASH COWS
3. Azrb is Bumi Class A Contractor
With PN favouring bumi
Azrb stands out to win more jobs in Malaysia
Can expect more Ecrl, Mrt, Let or even Hsr jobs for Azrb
Stronghold of Azrb are in bumi states of kelantan, trengganu, Pahang and others which Ecrl and development will be
2020-08-27 11:52 | Report Abuse
Top 10 reasons by buying Azrb (7078) now
Try to get at 25 sen or below
If cannot get try below 30 sen.
Target price when Ecrl resume is 50 sen to 60 sen
Longer term Azrb will follow Mfcb example to go as high as Rm3.00 to Rm5.00 or even higher
Why so longer term bullish on Azrb?
1. Last time There was only one highway from Kuantan to Kl
Every car, van, mpv or lorry MUST PASS THRU GOMBAK TOLL (NO OTHER WAY)
MTD INFAR OWNED THE MONOPOLY
SO IT WAS A CASH COW EVERYTIME I GOES VISIT GENTING HIGHLAND FROM KL MUST PAY TOLL.
SINCE MTD INFRAR OWNS THE ONLY TOLL LOGIC TELLS US TO BUY
ALAS!
MTD TOOK MTD INFRAR PRIVATE AT 79 SEN
2020-08-25 19:40 | Report Abuse
This qtr pm Corp used more cash for investments
Investments generated Rm2.7 million profits
Only Rm7 millions impairment from goodwill mark down caused a loss if not pm corp should be profitable
2020-08-22 12:31 | Report Abuse
Kssc is doing glove liner dippers like Hlt
It is about 30% to 35% into glove dipper liners while rest into other steel business which will be impacted by mco
Now kssc is facing a new tech from it's competitor Hlt. Hlt has acquired the Triple former Dipper liners
Kssc only has the old tech of single and double glove former Dipper liners which will now be outdated.
So the hype on kssc is overdone as its tech will be obsolete one day.
Any new factory which uses Hlt triple glove Dipper liners will increase production by 33%
Like you ride a bicycle manually or you ride a bicycle with electric motor
2020-08-21 14:28 | Report Abuse
All the postings are backed by facts
1. Pm corp invest in Muiprop thru Jomuda
2. Pm corn invest in pm capital (delisted) thru Gelombang Sinar
3. Pm Corp invest in Pm Holding thru Megawise (top number 3)
Rock solid proofs and indisputable
Thank you
Vincent555
2020-08-21 09:45 | Report Abuse
Total asset of DBS Bank is over Rm1 Trillions
Why top 30 holders of Pm Corp??!
2020-08-21 09:45 | Report Abuse
https://en.wikipedia.org/wiki/DBS_Bank
DBS Bank in top 30 of pm corp
Ocbc Bank
Uob Bank
All in Top 30 holders of pm corp
Pm Corp = power money corp
2020-08-21 00:33 | Report Abuse
Pm Corp result like small leaves on top big hidden carrot in the ground
2020-08-20 19:20 | Report Abuse
是的,请谨慎行事
这篇文章仅供教育用途
请将此作为所有人的个人分享,以决定Pm Corp是否是值得购买的价值分享
对您的得失不承担任何责任
谢谢
Vincent555
2020-08-20 19:20 | Report Abuse
8. Pm Corp.充满现金,资产和投资是Mui Group的摇钱树
没有其他Mui集团获得如此多的隐藏现金(每股27仙)
因此它最后给出了半仙股息的现金支付
利率为3.7%,是银行FD利率1.75%的两倍。 预计今年晚些时候银行定期存款利率将从1.75%降至1.5%
因此,现在让Pm Corp成为更好的安全存款
2020-08-20 19:20 | Report Abuse
7. Pm Corp也投资房地产
它在莎阿南(Shah Alam)有一家制造食品业务的工厂仓库。 巧克力产品包括帝舵金,探戈和脆皮巧克力
现在底层土地在主要工业区
隔壁是6英亩的主要工业用地,在2009年以超过2400万马币的价格购买。其折旧后的账面价值仅为1400万马币。
现在,随着马来西亚开放具有15年免税地位的外国直接投资,像这样的工业用地至少应被重新估值为4000万令吉。
因此Pm Corp的意外之财
在香港,槟城,柔佛州和新加坡Pm Corp已投资了高价值资产
在新加坡,Tangling View Pm Corp.拥有一间顶层公寓,账面价值仅为360万马币。 房地产大师网站Spore的一张支票显示,只有1300平方英尺土地的普通公寓已经价值超过500万令吉
如果现在重新估值,将近2,000平方英尺的Pm Corp顶层公寓的价值应该翻倍
因此Pm Corp是一个真正的被忽视和忽视的隐藏宝石
2020-08-20 19:19 | Report Abuse
6. Pm Corp也是其子公司Megawise的前三大股东
因此,Pm从6仙升至40仙,意味着Pm Corp已经发了大财
有传言说,Mui集团正在出售由退市的Pm Holding持有的Pm证券
由于Pm Corp也直接通过其子公司Gelombang Sinar拥有Pm资本,而间接通过Pm Holding Pm Corp拥有!发财了!
2020-08-20 19:19 | Report Abuse
5. Pm Corp是一家有限公司。 因此,它投资于
I)其他股份,如Muiprop至jomuda。
最近,由于黄金牛市,Muiprop上涨。
Pm Corp出售了1000万股Muiprop股份,获得了300万令吉的利润,而jomuda的子公司在20仙时收购了muiprop,并在最近上涨时以50仙出售。
2020-08-20 19:19 | Report Abuse
3.与Pm Corp前30名持有人的支票显示,大多数所有者已经拥有81%。 就像在下午持股时一样,只有19%的自由浮动,而前30名持股者手中的持股量为80%
4. Pm Corp的最高持有者为
1. Uob security of Singapore
2.Ocbc security of Spore
3.DBS Bank of Spore
确实很棒! 在Pm Corp中,这三大新加坡银行将成为其前30名股东中的什么?
一定有很大的价值啦!
2020-08-20 19:18 | Report Abuse
购买Pm Corp(4081)的十大理由
1. Pm Corp的价格为13.5仙,Nta为39.6仙,以66%的折扣出售,这比本杰明·格雷厄姆(Benjamin Graham)要求的30%以上的保证金要高
2. Pm Corp拥有1.55亿马币的现金和投资,约等于27仙现金或现金等价物
因此,当您以13.5仙的价格购买Pm Corp时,您将仅支付现金的50%。 其他所有人都是免费的。
2020-08-20 18:53 | Report Abuse
9. CEO Andrew Khoo has stated that he needed 3 years to turnaround Mui Group and the time is now drawing very near
One or two of Mui group of Companies might come out for Disposal soon
Is it Pm Holding ?
Is it Pm Corp?
Is it Muiprop?
Or is it Mui Bhd?
Since Mui Bhd is the anchor of Mui Group it is most probably retained
So there left Pm Holding, Pm Corp or Muiprop for sale
Selling any one or two of the above will result in a golden windfall for Pm Corp directly or thru it's investments in Pm Holding or Muiprop
Example is Ancom selling Ancom lb to S5 and got 1,000% share upside
Oversea also gone limit up when new investor buying over
So can expect exciting times to come for Pm Corp very soon
10. So summing it up.
Pm Corp is a Very safe Undervalue Cash Rich company
It pay 3.7% dividend which is twice better than Bank FD
It has assets of deep hidden value
It invests in shares of other Companies which already shot up in prices while Pm Corp remains the LAGGARD
Even World Champion Top Banks of Singapore are in Top 30 holders of Pm Corp
DBS Bank (Singapore Biggest Bank)
Uob securities
Ocbc securities
So what are you waiting for ?
Only 19% Pm Corp shares in free float
Pm Corp now 13.5 sen
One year target price is 27 sen or can expect 100% upside
Your friend
Vincent555
2020-08-20 18:53 | Report Abuse
8. Pm Corp so Full of Cash, Assets and Investments is the Cash Cow of Mui Group
No other Mui group got so much hidden Cash (27 sen per share)
So it last gave a cash payout of half sen dividend
At 3.7% it is twice bank FD rate of 1.75%. And bank FD rate expected to go down lower from 1.75% to 1.5% later this year
So let Pm Corp be a better safe deposit now
2020-08-20 18:52 | Report Abuse
7. Pm Corp also invest in properties
It has a factory warehouse in Shah Alam manufacturing Food business. Among the chocolate products are Tudor Gold, Tango and Crispy Chocolates
Now the underlying lands are in prime industrial zone
Next door is a 6 acres prime industrial lands bought for over Rm24 millions in year 2009. It has a depreciated book value of only Rm14 millions
Now with Malaysia opening up for FDI with up to 15 years tax free status Industrial lands like this should be revalued to Rm40 millions at the very least
So a golden windfall for Pm Corp
In Hong Kong , Penang, Johore and Singapore Pm Corp has invested in assets of deep value
In Spore Tangling View Pm Corp owns a Penthouse with a book value of only Rm3.6 millions. A check with property guru website Spore shows A normal condo with only 1300 sq ft land already worth more than Rm5 million
Pm Corp penthouse of almost 2,000 sq ft should be worth double if revalued by now
So Pm Corp is a real hidden gem overlooked and neglected
2020-08-20 18:52 | Report Abuse
6. Pm Corp is also Top number 3 shareholders of Pm Holding thru it's subsidiary called Megawise
So pm hld up from 6 sen to over 40 sen means Pm Corp has made a big fortune already
Rumour has it that Mui group is selling away Pm securities owned by delisted Pm Holding
Since Pm Corp also owned Pm capital directly thru it's subsidiary called Gelombang Sinar and indirectly thru Pm Holding Pm Corp kaya liaw!!
2020-08-20 18:52 | Report Abuse
5. Pm Corp is a corporation. As such it invests in
I) Shares of other companies like muiprop thru jomuda.
Recently Muiprop went up due to gold bull run.
Pm Corp sold 10 millions shares of Muiprop for a nice Rm3 millions profits when jomuda it's subsidiary bought muiprop when it was 20 sen and sold at around 50 sen recent run up
2020-08-20 18:51 | Report Abuse
3. A check with Top 30 holders of Pm Corp shows that majority owners already owned 81%. Only 19% in free float just like in pm holding with 80% in hands of Top 30 holders
4. Among Top holders of Pm Corp are
1. Uob security of Spore
2. Ocbc security of Spore
3. DBS Bank of Spore
Really amazing indeed! What these 3 Top Singapore Banks see in Pm Corp to be in its Top 30 shareholders ?
Must have great value lah!!
2020-08-20 18:50 | Report Abuse
Top 10 Reasons to buy Pm Corp (4081)
1. Pm Corp at 13.5 sen with Nta of 39.6 sen is selling at 66% discount which is more than 30% required by Benjamin Graham as a margin of safety
2. Pm Corp has Rm155 millions in Cash and Investments which is about 27 sen Cash or Cash equivalent
So when you buy Pm Corp at 13.5 sen you are paying 50% for Cash alone. All others are free.
2020-08-10 10:02 | Report Abuse
Wait till tonight supermax great result will lift all gloves up again
2020-08-09 00:37 | Report Abuse
PPE-related Counters:
Face mask category:
1. Pecca -face mask, N95
2. Texchem -MIDA approval for face shield
3. NotionVtec -US FDA approval
4. Oceancash Pacific
5. Iconic Worldwide
6. Prolexus
7. Seacera Group
8. Mtag – 3M
9. Komark
10. SCGM -face shield
11. ACO Group
12. Techbond Group
Material for face mask category:
1. Tek Seng - non-woven fabric
2. Asia Poly -acrylic sheet
3. Poly Glass Fibre -non-woven fabric
4. Titijaya land -non-woven fabric
Protective Suit category:
1. Kpower
2. Caely Holdings -targets Germany, US etc
Gloves category:
1. Top Glove
2. Supermax
3. Hartalega
4. Kossan
5. Rubberex
6. Comfort
7. Careplus
8. Mtag – 3M
9. AT Sytemization
10. Permaju
Material for gloves category:
1. HLT
2. Esceram
3. Luxchem
4. Samchem
5. Texchem
Pharmaceutical and healthcare stocks:
1. Duopharma
2. Pharmaniaga
3. Adventa
4. IHH Healthcare
5. TMC Life Science
6. Apex Healthcare
7. KPJ
8. Y.S.P. Southeast Asia
9. Kotra Industries
10. LKL
2020-08-07 10:36 | Report Abuse
Best hold as
Next Week Supermax good results out will push up all gloves again
2020-07-30 00:02 | Report Abuse
Prestar on better footing in guardrail, automated storage biz | https://www.klsescreener.com/v2/news/view/708275
2016-04-26 12:04 | Report Abuse
This counter difficult to up lah...not used
2015-12-10 16:46 | Report Abuse
Malay company memang ini macam...dont know how to manage.
Stock: [AZRB]: AHMAD ZAKI RESOURCES BHD
2020-08-27 11:55 | Report Abuse
7. Directors and Insiders of Azrb bought as high as 50 sen to 60 sen
They still holding during last year Ogse bull run
Now Directors still buying from 20 sen to 21.5 sen to average down their holding cost and in view of better prospects as Brent oil price has crossed USD45
Being a concession all Oil and Gas companies off shore and on shore Trengganu oil belt must use it's kemanan or Tok Bali supply base
Tok Bali also supply to vessels from Thailand, Cambodia Vietnam Korea, China and Japan since Malaysia is a producer of oil and fuel is much cheaper