Posted by terence775 > 2020-08-28 17:30 | Report Abuse

Actually, what do you want to know when you are asking for differences?

Posted by pjseow > 2020-08-28 18:11 | Report Abuse

Earning per share or eps is the most important factor driving sgare prices although there are other important factors like earning growth, cash flow, ROE, dividend yield .If you compare the eps of mfcb with ytl and malakoff, you can see a world of difference . mfcb eps is between 15 to 20s per.qtr whereas the others are between less than 1 sen to 2 sen in the last one year

Posted by JayC88 > 2020-08-28 21:35 | Report Abuse

yo terence775, fancy seeing you here! huat together with MFCB :)

Posted by probability > 2020-08-31 12:01 | Report Abuse

I missed the below article on MFCB earlier:

https://klse.i3investor.com/blogs/tradeview/2020-08-22-story-h1512480318-_Tradeview_2020_Long_Term_Value_Pick_4_Mega_First_Corporation_Bhd_The_P.jsp

Posted by probability > 2020-08-31 15:10 | Report Abuse

BNM seen making final 25bps OPR cut as early as September — DBS

August 31, 2020

https://www.theedgemarkets.com/article/bnm-seen-making-final-25bps-opr-cut-early-september-%E2%80%94-dbs

Posted by terence775 > 2020-09-01 10:07 | Report Abuse

Hi Jay :)

Posted by simonc > 2020-09-01 19:17 | Report Abuse

hi, anyone knows why and who is this big insider FMR LLC selling non stop large blocks? how is the share gonna move up with these heavy selling?

Posted by LoneWolf88 > 2020-09-01 23:03 | Report Abuse

Institutional shareholders for MFCB:
Fidelity Management & Research Co. LLC as of 25 Aug 2020 30.57m 6.23%
FIL Investment Management (Singapore) Ltd. as of 30 Jun 2020 4.51m 0.92%
Dimensional Fund Advisors LP as of 30 Jun 2020 4.25m 0.87%
AIA Bhd.as of 13 May 2020 2.52m 0.51%
Affin Hwang Asset Management Bhd. as of 13 May 2020 1.84m 0.38%
PMB Investment Bhd.as of 30 Jun 2020 1.69m 0.34%
Maybank Asset Management Sdn. Bhd. as of 31 May 2020 1.24m 0.25%
BlackRock Fund Advisors as of 05 Aug 2020 1.05m 0.21%
Pheim Asset Management Sdn. Bhd.a s of 30 Jun 2020 731.05k 0.15%
AmFunds Management Bhd. as of 31 May 2020 517.60k 0.11%

Posted by Lychien20 > 2020-09-02 09:38 | Report Abuse

come come , hit new high today

Posted by Togetherweearn > 2020-09-02 11:37 | Report Abuse

FMR still selling huh?

Posted by Karlos > 2020-09-03 11:26 | Report Abuse

"Laos faces sovereign default as forex reserves dip below $1bn": Todays heading in FT.

Posted by Karlos > 2020-09-03 11:28 | Report Abuse

That may explain FMR LLC selling out.

Posted by Karlos > 2020-09-03 11:33 | Report Abuse

Laos faces a growing risk of debt distress and sovereign default, according to credit rating agencies and economic advisers, as coronavirus and a debt-laden power sector take their toll on one of Asia’s poorest countries.

Posted by Karlos > 2020-09-03 11:48 | Report Abuse

Even other insiders were selling!

Posted by Dawson90 > 2020-09-03 12:22 | Report Abuse

Laos no need to use electricity meh? Imagine you live in darkness without a fan during monsoon season. Keep keep keep

Posted by Newbie5899 > 2020-09-03 16:59 | Report Abuse

https://www.ft.com/content/dc3f5981-4fd9-4e3a-9824-5b9ddf70735e

Posted by pjseow > 2020-09-03 21:46 | Report Abuse

80 % of Don Sahong electricity is sold to cambodia which run.short of electricity for the next few years due to rapid developments from chinese investors.

Posted by pputeh > 2020-09-03 22:07 | Report Abuse

Thanks pjseow. So does MFCB sell any electricity to Laos? 80% Cambodia and 20 % to ??. Where do I check this out. Thanks

Posted by probability > 2020-09-03 22:09 | Report Abuse

thanks for the info pjseow

Posted by pjseow > 2020-09-04 00:39 | Report Abuse

pputeh, you can check from one of the public invest report in 2019. Either q2 or q3 report. MFCB had to construct a special.transmisiion line from Don Dahong to Cambodia for the sale of electricity to cambodia. The balance is.used by Laos goverment . In fact Laos government make some money from the mark up .of 6.15 cts to 7.00 cts per kwh from the electricity dale to cambodia

Posted by pjseow > 2020-09-04 00:57 | Report Abuse

pputeh, you can read the public.invest report dated 16th jan 2020 titled Begin transmission to cambodia . The Laos givernment sell 195 MW to cambodia at 7.29 cts Per kwh while the balance 65 MW is used in Laos . Laos government buy at a rate of 6.15 cts from MFCB.

Posted by Karlos > 2020-09-04 07:25 | Report Abuse

Laos government sells the power from Don Sahong, not the IPP itself. The IPP will receive payments from Laos not Cambodia.

Posted by pjseow > 2020-09-04 08:57 | Report Abuse

Karlos, the.company Electricite du Laos ( like TNB equivalent) will buy electricity from IPP Don Sahong power plant and sell it to Cambodian TNB equivalent. It is company to company dealings . Nothing to do will Laos national debts . TNB will continue to pay its IPP regardless of how big is our malaysian government debts. I dont see any linkage of Don.Sshong.IPP with Laos national debts.

Posted by pputeh > 2020-09-04 09:39 | Report Abuse

Gd Morning pjseow. Thanks for info and how the equivalent of TNB is selling the power to the Cambodian govt directly. Much obliged. Misinformation leads some to have wrong perception

Posted by pputeh > 2020-09-04 09:45 | Report Abuse

https://www.reuters.com/article/mekong-river-cambodia/don-sahong-hydropower-dam-in-laos-connects-to-cambodian-grid-idUSL4N29D3JC

Posted by gemfinder > 2020-09-04 12:01 | Report Abuse

pjseoq, u r damn correct.public invest upgrade tp 8.58

Posted by terence775 > 2020-09-04 16:41 | Report Abuse

Retracement quite harsh

Posted by steady31 > 2020-09-04 18:56 | Report Abuse

Did you guys notice MFCB revise the agreement to lease land from the Perak government to accomodate 2 units of 50MW solar projects which they are hopeful of getting under LSS4 tender by year end 2020.If they are successful MFCB will fly above 9.00

Posted by pputeh > 2020-09-04 20:26 | Report Abuse

https://klse.i3investor.com/servlets/ptres/56877.jsp

Posted by Newbie5899 > 2020-09-08 11:08 | Report Abuse

what's going on today? why does price keep dropping?

Posted by Minagrace > 2020-09-08 18:14 | Report Abuse

From last week top already drop 12% in 6 trading days. Buy some today below 7.

Posted by Kok Heng > 2020-09-09 17:37 | Report Abuse

This FMR LLC keep disposing

Posted by UPlanet > 2020-09-09 20:15 | Report Abuse

Good counter no worry bro. Look at the profit margin, ~45%, how well it can grow in future?

Posted by pjseow > 2020-09-09 21:38 | Report Abuse

The price drop is due to general poor market sentiments . If you look at the earnings of last five years, mfcb has an CAGR of 29 % which.is superb . If you look at last 15 years, it has an earning CAGR of 15 %. Compare with Malakoff which has negative earning growth in the last 5 years, mfcb deserve a.higher PE than malakoff which is between.12 to 15.While.the DS power plant provide consistent earning in.the next 25 years, the solar , resource , label and packaging businesses will provide growth in futurrs.

Posted by Sami_Value > 2020-09-10 15:25 | Report Abuse

MFCB also defensive in nature

Posted by StockLORD > 2020-09-14 10:57 | Report Abuse

pjseow - great summary!

Posted by BLee > 2020-09-16 08:48 | Report Abuse

A good article for sharing:
https://www.freemalaysiatoday.com/category/leisure/2020/09/16/the-real-purpose-of-investing/
I believed investment/investors in MFCB are long term with very good return. Happy Trading n Happy Malaysia Day.

Posted by warrantKing > 2020-09-16 16:50 | Report Abuse

if next QR maintain 18sens (Or hit higher 20sens EPS) due to higher utilization rate of hydropower plant .

I believe RM 8-10 will be no problem.

The company can generate more cash flow after they pay off power plant's debts , which might be achieved in 3 to 4 years time.

Posted by kenken85 > 2020-09-18 16:59 | Report Abuse

today high transaction volume. hopefully this FMR LLC finish disposing then will be nice.

Posted by gemfinder > 2020-09-18 20:03 | Report Abuse

Huge volume transa ted at 738. I guess fmr selling done. Wil continue uptrend n ctmross rm8

Posted by pjseow > 2020-09-19 07:43 | Report Abuse

Based on RHB TA ,.the correction is.almost over. I took the opportunity to add more mfcb at between 7.00 to 7.22 in the last 2 weeks.

Posted by sg999 > 2020-09-19 13:31 | Report Abuse

What rhb TA said?

Posted by pjseow > 2020-09-19 19:09 | Report Abuse

The rhb.TA said mfcb is in.the process of extending its upward trend . Its next resistances are at 7.65 and 7.85.

Posted by HumbledInvestor > 2020-09-23 20:05 | Report Abuse

[MFCB] Low Risk High Return? What is the Target Price?

https://klse.i3investor.com/blogs/HumbledInvestor/2020-09-23-story-h1514270535-_Humbled_Investor_MFCB_Low_Risk_High_Return_What_is_the_Target_Price.jsp

Posted by Lioncity > 2020-10-01 13:25 | Report Abuse

Happily collecting, keep the disposing coming FMR LLC

Posted by kenken85 > 2020-10-01 18:29 | Report Abuse

still have 24 million share. dont know when can ends. pjseow. can u do DBT with them n sapu their share? haha

Posted by pputeh > 2020-10-02 13:33 | Report Abuse

https://klse.i3investor.com/blogs/101/2020-10-02-story-h1514417412.jsp

Posted by Fujisnow > 2020-10-03 09:59 | Report Abuse

The reason why FMR LLC is disposing off the shares:
https://foreignpolicy.com/2020/04/22/science-shows-chinese-dams-devastating-mekong-river/

Posted by Henry8833 > 2020-10-05 12:47 | Report Abuse

Mkt needs to absorb FMR shares as they are exiting. Also, look like for now its share maybe almost fully valued as it is malaysian mkt, which may only give PE 10, unless it has other catalyst like packaging company far exceeding expectation, or give higher than current dividend yield.

Posted by Hahaqwe > 2020-10-05 13:12 | Report Abuse

hahahah coming quarter expected to be the best quarter ever. My forecast PAT 90mil as energy factor around 95% and the contribution from limestone and packaging sector! TP1=Rm9.5 TP2=RM12 TP3=RM13.5