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20 comment(s). Last comment by kk123 2015-11-19 08:19

matakuda

530 posts

Posted by matakuda > 2015-06-02 12:44 | Report Abuse

Phd but act like a novice investor. You should suggest ways to enhance the business, and let the price to be decided to Mr. Market.

What? You want the directors to abandon their core duties and play shares instead? Sounds very weird from a PHD holder? Where did you obtain your PhD?

NOBY

936 posts

Posted by NOBY > 2015-06-02 12:55 | Report Abuse

I think this s a company better dead than alive. This kind of NCAV stocks are not for long term holdings and definitely do not buy them for management qualities. Once the discount to NCAV is narrowed, it is time to move on, and the author is merely suggesting ways to narrow that discount.

Posted by lookingaround > 2015-06-02 13:11 | Report Abuse

A simple answer to the full length letter.

Our job is to run and manage the company professionally, not control share price.

Full stop.

Posted by lookingaround > 2015-06-02 13:20 | Report Abuse

supplementary reply

If you feel we do not run this company professionally enough, we suggest you not to invest in this company.

chamlo

1,288 posts

Posted by chamlo > 2015-06-02 13:20 | Report Abuse

Koh Poh Seng disposed today after KPSCB stocks chased due to good QR.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4761697

albukhary

3,045 posts

Posted by albukhary > 2015-06-02 13:20 | Report Abuse

Ya... This letter totally no point.

Hong Hero

30 posts

Posted by Hong Hero > 2015-06-02 13:25 | Report Abuse

don't be so naïve, this is the market..

NDarvas

46 posts

Posted by NDarvas > 2015-06-02 13:59 | Report Abuse

Seriously, This is so funny. If like that, everyone can be rich easily

AC Gan

188 posts

Posted by AC Gan > 2015-06-03 03:30 | Report Abuse

This is not the right counter for long term investment and be cautious of " Value Trap "....!

king36

1,022 posts

Posted by king36 > 2015-06-03 05:30 | Report Abuse

Dr J Tey's letter has some good points.
Perhaps this will breath some air to alive the "dead" as Noby has suggested.
(Somebody could just bought over the company if not careful!)
Management has to change in order to keep pace with development; old, passed-the-expiry-date guys will just have to go to allow new guys to stimulate growth.

lextcs

1,961 posts

Posted by lextcs > 2015-06-03 13:43 | Report Abuse

unless someone launches a serious threat to even out the shareholding spread (which is unlikely) mr KPS will see no reason to reward the already small % of minorities. He still gets his big fat pay monthly with all perks...buy a Daimler or Porsche.... kpscb stock will only move northwards if there is a challenge to kps as a major substantial shareholder. otherwise he'll dumped a couple of million shares and its back to 39c again.

lextcs

1,961 posts

Posted by lextcs > 2015-06-04 10:35 | Report Abuse

lastly...these people are not so kind...like sugarcane press....squeezing every juice for themselves....

sg999

1,808 posts

Posted by sg999 > 2015-06-13 11:57 | Report Abuse

go ask why kps disposed share?!!

deOptimus

106 posts

Posted by deOptimus > 2015-06-13 12:03 |

Post removed.Why?

riff

226 posts

Posted by riff > 2015-06-13 12:08 | Report Abuse

http://ikdpm.upm.edu.my/profile/TYS/

Posted by Jolin Lai Chi Pet > 2015-06-14 15:19 | Report Abuse

Ah Seng not a good man, beware of him!!!!!!

calvintaneng

56,701 posts

Posted by calvintaneng > 2015-11-07 15:51 | Report Abuse

KPSCB?

Kaboom

Power

Surging

Cash

Berhad

Last Trophy in the Bag was KULIM

Kaboom

Upward

Limitless

in

Malaysia

Posted by ARE_YOU_A_VICTIM_OF > 2015-11-07 16:00 | Report Abuse

CALVINTANENG?

Can you imageine the motive of calvintaneng, suddenlly active in KPSCB?

Move Up like KULIM (+50%)?
Or Move Down like ARMADA (-50%)

Can you afford such movements?

kk123

1,964 posts

Posted by kk123 > 2015-11-19 08:15 | Report Abuse

Need the guy (John) to write to the MD of kpscb again.. Few ways to reduce the "undervaluation":
1) share buy back
2) give free warrants
3) management buy out (MGO,VGO), etc ..
Now the land sale dispute is already resolve kpscb shld be able to refocus :)

kk123

1,964 posts

Posted by kk123 > 2015-11-19 08:19 | Report Abuse

Calvin has his fair share of victims and also beneficiary (although mostly I would say is victims).. But not entirely his fault as nearly all the share tanks in first half of the year
Now maybe Calvin finally can predict correctly

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