Posted by Jenny > 2021-11-01 15:46 | Report Abuse

这种政治概念股很重的公司，自从希盟上台后就一直被打压。下届大选umno 拿回控制权后这个股就会受到投资者的青睐啦，这种股很依赖主题的，当然基本面也要好。不然只抄概念没有基本面我也不买

Posted by treasurehunt > 2021-11-01 15:52 | Report Abuse

如果UMNO 能夠奪回政權肯定是對CMSB有利. 有一件事不大瞭解就是EPF拼命賣白毛的股票, CMSB和TAAn. 然而LTH只是賣一點點做個意思而已.

Posted by petnch2020 > 2021-11-01 15:54 | Report Abuse

I think you need to have a certain level of understanding if you decide to invest in CMSB.

Prior to covid, the company's has not been traded below RM2 since 2013 (after adjusting to the bonus issue exercise in 2014). It fell under RM2 during the first MCO but managed to rebound back in the 1st half of 2021.

It fall back to under RM2 and reaching to as low as RM1.05 after the governance issue of its construction arm PPES Work (Sarawak) Sdn Bhd emerge in May. As of Dec 2020, PPES NTA is only RM80mil which means CMSB exposure to PPES is only RM40mil (CMSB owns 49% of PPES, the remaining 51% is owned by the Sarawak State).

Even if the outcome of the report is negative and CMSB has to write off the whole of PPES, the amount of exposure is only RM40mil vs its NTA of RM2.9bil. This only represent a mere 1.4% of the company's equity.

Which is why it think that the market might be over reacting a bit with the governance issue.

On top of that the 2022 budget is highly beneficial to the Sarawak state which would also benefit CMSB given the Sarawak State government direct exposure in the company.

Near term positive catalyst would emerge post KPMG report finding if it shows that the exposure to CMSB is minimal. I would assume that CMSB would potentially rebound back to above RM2 level. Hopefully they can finalize the findings by the end of November.

Posted by charlie chia > 2021-11-01 15:54 | Report Abuse

Good time to collect some

Posted by shibatrader > 2021-11-01 15:55 | Report Abuse

agreed to petnch2000

Posted by shibatrader > 2021-11-01 15:55 | Report Abuse

I remain optimistic with CMSB

Posted by Jenny > 2021-11-01 16:01 | Report Abuse

epf 一年里面不知道卖了多少公司，我也懒理

Posted by maggigoreng > 2021-11-01 16:02 | Report Abuse

shibatrader, so... cmsb to the moon?

Posted by Jenny > 2021-11-01 16:03 | Report Abuse

来这里看看最新10大股东，有外国基金一直加码窝
再对比最新的年度报告里的10大股东看看有什么不同

呵呵

https://www.bursamarketplace.com/mkt/themarket/stock/CMSM/ownership

Posted by treasurehunt > 2021-11-01 16:08 | Report Abuse

Jenny. 這個數據是蠻準確. LTH剩下7.65% 的股權是在26-10-21.

Posted by petnch2020 > 2021-11-01 16:18 | Report Abuse

thanks jenny. Appreciate the info.

Posted by Jenny > 2021-11-01 16:21 | Report Abuse

别跟epf 啦。 他乱乱买卖的，银行也卖，种植也卖，不管他了，反正明年epf dividend别少就对了。哈哈

Posted by CHLEONG888 > 2021-11-01 16:32 | Report Abuse

Buy on dip

Posted by shibatrader > 2021-11-01 16:40 | Report Abuse

@maggi I bought high, but averaged just now

Posted by TedTock > 2021-11-01 16:57 | Report Abuse

It’s not dropping as badly as some had hoped

Posted by Gizaa > 2021-11-01 17:09 | Report Abuse

it takes time to drop, the price as complicated as the company

Posted by Luckyboy88 > 2021-11-01 18:43 | Report Abuse

Big slapped to FM face.

Lopsided budget.

233.5B (operating expenditure) vs 75.6B (development expenditure)

Public servants fully taken care but decided to put a knife private entities. Still got bonus. Should only reserve to frontliners in public heathcare staffs.

6m EPF contributors have less than 10k in their account. I wonder what is the status FOR KWAP?

Posted by Luckyboy88 > 2021-11-01 18:45 | Report Abuse

Decided to fight till the end.

Posted by Luckyboy88 > 2021-11-01 18:48 | Report Abuse

Big portion evaporated. Hope my perseverance paid off.

Last call 1.33~1.36.

Posted by Rose52 > 2021-11-01 23:05 | Report Abuse

(2/11/2021)

随着经济开放，砂劳越许多发展商分分动土开工，导致原本就吃紧的洋灰供不需求，加上当地一些政府机构工程，更让业者叫苦连天。除了钢铁价格上涨，洋灰也涨了不少，更让业者担心如果洋灰继续供不需求会延误许多工程，从而导致成本增加。

This news definitely good for cmsb as cement demand more than supply now.

Posted by The_JQuestion > 2021-11-02 02:17 | Report Abuse

i repeat audit report aaudit report audit report waait for audit report wait for it wait what prospect what what no use wait for it extend agaain drop again wait for it

Posted by Dangel > 2021-11-02 08:31 | Report Abuse

Time to rebound!

Posted by monetary > 2021-11-02 09:11 | Report Abuse

untung la those who bought on Monday. Congrats!

Posted by monetary > 2021-11-02 09:13 | Report Abuse

sudah cuci bersih2. time to serve main course.

Posted by Calvin882 > 2021-11-02 09:32 | Report Abuse

Seems like made a right decision to top up yesterday

Posted by Targeted > 2021-11-02 10:28 | Report Abuse

Anticipating a surge in volume.....

Posted by editto19 > 2021-11-02 12:00 | Report Abuse

Mother and son going to LU

Posted by shibatrader > 2021-11-02 12:04 | Report Abuse

EZ cmsb

Posted by shibatrader > 2021-11-02 12:04 | Report Abuse

those who panic yesterday can go n cty

Posted by shibatrader > 2021-11-02 12:04 | Report Abuse

cry

Posted by Gizaa > 2021-11-02 13:19 | Report Abuse

rebound touch 1.40 and continue down more to reach 1.21 lor...

Posted by treasurehunt > 2021-11-02 15:14 | Report Abuse

I don't know. My young boy said it is uptrend. Hahaha

Posted by monetary > 2021-11-02 15:36 | Report Abuse

why cry? just buy back. just earn a few cents less. cms has long way to go. state election date not yet finalised

Posted by maggigoreng > 2021-11-02 15:50 | Report Abuse

swing still uptrend, ema 50 as support now, 1.34, all good healthy retracement

Posted by Jenny > 2021-11-02 15:51 | Report Abuse

整个图表都是向上的啦。哎呦喂

Posted by treasurehunt > 2021-11-02 15:57 | Report Abuse

I focus in FA of the companies whereas my 5 year-old boy advising me on uptrend or downtrend in the chart. hihihi

Posted by maggigoreng > 2021-11-02 16:15 | Report Abuse

treasurehunt, both in tact, fa and ta, so just leave it, tp still far, come back when it's pass 2, PE so low still

Posted by Jenny > 2021-11-02 17:08 | Report Abuse

价钱站上MA20 啦。哈哈

Posted by LogicTradingAnalysis > 2021-11-02 20:12 | Report Abuse

Going to big up soon

Posted by treasurehunt > 2021-11-02 21:41 | Report Abuse

Maggi. Yup. It would move up at least at slower pace. No hurry to me.

Posted by maggigoreng > Nov 2, 2021 4:15 PM | Report Abuse

treasurehunt, both in tact, fa and ta, so just leave it, tp still far, come back when it's pass 2, PE so low still

Posted by Gizaa > 2021-11-03 15:20 | Report Abuse

told you it will head down all the way

Posted by Jenny > 2021-11-03 15:39 | Report Abuse

Wave 2 啦傻瓜。不会看吗？哈哈

Posted by charlie chia > 2021-11-03 16:07 | Report Abuse

Consider to collect some at this price 1.37

Posted by Luckyboy88 > 2021-11-03 17:38 | Report Abuse

Emergency in Sarawak lifted.

U guys trading for few bits?? Like this how to go up fast..... Hmm!

Posted by Investeye > 2021-11-03 20:40 | Report Abuse

As the state election is just at the corner, the counter will start another wave after recent consolidation. Just keeps the finger cross.

Posted by CHLEONG888 > 2021-11-04 08:38 | Report Abuse

Sarawak government automatically dissolved, big wave coming??????

Posted by charlie chia > 2021-11-04 17:56 | Report Abuse

https://www.theedgemarkets.com/article/pm-launch-new-packages-sabah-pan-borneo-highway-nov-6?type=malaysia
Will it be the catalyst for Cmsb tomorrow

Posted by jasonpau > 2021-11-04 21:40 | Report Abuse

Hope can sell soon. Stucked for years with this problematic counter SSS

Posted by monetary > 2021-11-05 08:36 | Report Abuse

https://www.theedgemarkets.com/article/cover-story-budget-2022-stocks-could-be-focus

Posted by monetary > 2021-11-05 08:36 | Report Abuse

congrats, guy. IB starts covering cms