Posted by UncleFollower > 2021-11-01 14:54 | Report Abuse

Need to wait very patiently for the right entry...good but illiquid stock doesnt come cheap sighz

Posted by Xcalibre > 2021-11-02 09:07 | Report Abuse

Cimb analyst views with regards to tax makmur

Nevertheless, we think that this will not significantly impact TIV, given that the majority of EV models available in Malaysia are dominated by premium and luxury marques such as BMW, Mini and Porsche, with average selling prices of RM200k. However, this could incentivise other marques to introduce new EV models in Malaysia in the upcoming years.
In our view, Sime Darby could be a key beneficiary of the duty and tax exemption for EVs, given that it carries the most luxury marques with EV models under BMW,Mini and Porsche.

We believe that Sime Darby is in a GOOD position to ride on its principal partners’ EV product roadmap. For example, BMW Malaysia recently launched the new iX and iX3 SUV, on top of existing EV models like i3 and i8.

In a worst case scenario, we estimate the higher effective tax rate could affect UMW Holdings the most at 14-15% of FY22F EPS, followed by Bermaz at 3-4% of CY22F EPS and SIME DARBY at 1-2% of CY22F EPS.

SIME DARBY will be the LEAST impacted given that only 14% of the group’s PBIT were derived from Malaysia in FY6/20, while the remaining balance came from overseas operations.

Posted by Bgt 9963 > 2021-11-02 09:26 | Report Abuse

Over sold yesterday !

Posted by jianwei90 > 2021-11-05 17:53 | Report Abuse

there is a possibility that sime will be out of the klci index, westport market value very close to sime now..

Posted by masterus > 2021-11-05 18:19 | Report Abuse

https://euobserver.com/opinion/153398

Posted by iHunter > 2021-11-11 21:51 | Report Abuse

Shakeout process to clear weak holders almost complete. We should be able to bring up the price next week.

Posted by iHunter > 2021-11-12 09:19 | Report Abuse

Hopefully less resistance to bring the price back to RM3 before end of this year.

Posted by jianwei90 > 2021-11-16 15:14 | Report Abuse

seems like there is a possibility that sime will be out of klci index in the upcoming review

Posted by jianwei90 > 2021-11-16 17:07 | Report Abuse

sime market value is officially lower than inari

Posted by Karma4444 > 2021-11-16 20:56 | Report Abuse

kwsp keep selling like mad,

Posted by gemfinder > 2021-11-16 21:52 |

Post removed.Why?

Posted by jianwei90 > 2021-11-17 11:25 | Report Abuse

to be honest, with the dividend rate and profit tht sime is making, it should not be out of KLCI, mrdiy should get kicked out instead

Posted by Traderjoes > 2021-11-17 11:30 | Report Abuse

Great dividend counter that's heavily invested in China

Posted by Traderjoes > 2021-11-17 11:30 | Report Abuse

if get kicked out, price will drop and I'll collect more

Posted by Traderjoes > 2021-11-17 11:30 | Report Abuse

better for my dividend yield

Posted by jianwei90 > 2021-11-17 15:32 | Report Abuse

according to one article, seems like hap seng will get kicked out instead

Posted by beso > 2021-11-18 19:37 | Report Abuse

klci constituent year end review next month, inari in, sime out. lol

Posted by Xcalibre > 2021-11-29 15:20 | Report Abuse

Don’t worry Sime is involved in EV cars! Temporary down due to all these pandemic situation.. Collect !

Posted by limkokthye > 2021-12-01 10:30 | Report Abuse

what happen on sime?

Posted by Xcalibre > 2021-12-01 11:06 | Report Abuse

Don’t worry.. epf just realising its profits to pay dividends.. sime will be back

Posted by iHunter > 2021-12-07 09:25 | Report Abuse

Now, we have cleared weak shareholders. Hence, we are accumulating now and hopefully manage to mark-up the price for windows dressing soon.

Posted by James Ng > 2021-12-08 20:56 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-12-08-story-h1595505729.jsp
[转贴] [Video:浅谈SIME DARBY BHD, SIME, 4197] - James的股票投资James Share Investing

Posted by successor26 > 2021-12-23 18:06 | Report Abuse

2nd Open Letter

Dear Mr Hall,

Thank you for your prompt reply.

Firstly I would like to answer your query on my NGOs and our missions. I work with various NGOs where we identify groups of migrant workers in the country who need help. We were very active during the Movement Control Order (MCO) in Malaysia to provide food and shelter for migrant workers when their employer could no longer afford to take care of their workers.

What baffles me is you did not answer my query on recruitment agents in source country charging high recruitment fee from the migrant workers. This makes me believe you are part of the system in the source country that benefits from this poor and desperate workers. Instead of targeting the employers abroad you should be targeting the recruitment agents with the help of the source country government. You raise your concern by being a whistleblower yet you have done nothing in your power to stop these agents. I’m convinced that you used this situation for your own benefits.

As per your statement on you being wealthy and successful businessman, I have no access to your Swiss bank account Andy!!!!

Posted by successor26 > 2021-12-23 18:07 | Report Abuse

Let me remind you Andy, Malaysia went on a total lockdown from 18th March 2020 and movement control order was introduced throughout the country. During these time all but essential items organization were asked to close. Due to this, many small and medium enterprise who could not sustain had closed down. Migrant workers who were affected had no choice but to look for employment in various different sectors. Hence a number of workers became illegal migrant workers in Malaysia.

Many corporation who were allowed to operate accepted the workers so they could have a job, accommodation and income for their survival and for their family back at home. But these corporation was stuck in a dilemma as the MCO is still in place they could not provide new accommodation for these workers. They started using their existing accommodation to accommodate these people so they will not be homeless. You should understand Andy a small home is better than no home. It was temporary arrangement so we would not have millions of homeless and starving migrant workers on the street which could lead to suicide. Bear in mind Andy these worker were paid full salary as per Malaysian labour law. You portrayed these as forced labour to the western countries and CBP to suit your modus operandi!!!

Posted by successor26 > 2021-12-23 18:07 | Report Abuse

Your syndicate has planted workers in the targeted premises during this difficult pandemic Covid 19 situation to obtain information which then used to your beneficial! Most of these information are clearly fabricated and you being the syndicate leader started spreading it to your advantage. You clearly are a cunning and devious human being.

Malaysian government was aware of all these and to protect the illegal migrant workers Recalibration Plan was introduced in November 2020. Malaysian government did not ignore the migrant workers but showed their gratitude yet you claim and portrayed to the western countries otherwise!!! You started accusing many companies in Malaysia using force labour to your advantage during these tough pandemic time to the extend CBP issued withhold release order (WRO) for the imports

Posted by successor26 > 2021-12-23 18:08 | Report Abuse

Purely for your advantage when Malaysia went on second phase lock down and the immigration departments was either closed or operating at minimum manpower to complete the recalibration exercise, you keep tarnishing the images of Malaysian employers. Andy I’m sure you were aware what was happening here but you fully pressed on the issue which will benefit you in later stage. Your claim of being an activist for migrant workers is a total lie. You manage to destroy the livelihood of the migrant workers in this country by claiming Malaysia has illegal migrant workers. You actually have no humanity and care for these poor people.

Due to your actions many companies have either downsized or potentially will close down in Malaysia.

Posted by successor26 > 2021-12-23 18:08 | Report Abuse

Purely for your advantage when Malaysia went on second phase lock down and the immigration departments was either closed or operating at minimum manpower to complete the recalibration exercise, you keep tarnishing the images of Malaysian employers. Andy I’m sure you were aware what was happening here but you fully pressed on the issue which will benefit you in later stage. Your claim of being an activist for migrant workers is a total lie. You manage to destroy the livelihood of the migrant workers in this country by claiming Malaysia has illegal migrant workers. You actually have no humanity and care for these poor people.

Due to your actions many companies have either downsized or potentially will close down in Malaysia.

Posted by iHunter > 2022-01-24 14:33 | Report Abuse

Good news, EPF started accumulating. Just need to wait for them to mark-up the price

Posted by Fabien _the efficient capital allocator > 2022-01-24 14:43 | Report Abuse

wow Sime 2.18

Posted by iHunter > 2022-01-24 14:57 | Report Abuse

EPF acquired 1,809,100 shares at 2.25 closing. That 's quite large.

Posted by masterus > 2022-01-30 15:02 | Report Abuse

https://focusmalaysia.my/palm-oil-msia-to-ink-deal-with-saudi-based-savola-group/

Posted by Zxvvbn > 2022-02-01 19:37 | Report Abuse

An entire factory just to build Porsche cars for the local market? how many cars does Porsche sell in Malaysia, and will that lower prices?

Posted by i3lurker > 2022-02-01 19:56 |

Post removed.Why?

Posted by JovaneChua > 2022-02-03 11:56 |

Post removed.Why?

Posted by alvin5588 > 2022-02-18 13:41 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/02/18/commodity-upcycle-a-boon-for-sime-darby?fbclid=IwAR2gwFEfttBnSCJATb70L1wNfpl7LPKPmcVLE3D5QW739EsW9xI-s4XGcDk

Posted by James Ng > 2022-02-22 21:56 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-02-22-story-h1599234590.jsp
[转贴] [Video:浅谈SIME DARBY BHD, SIME, 4197] - James的股票投资James Share Investing

Posted by guppycrow > 2022-03-04 11:33 | Report Abuse

Seeking alpha, delivvering beta and carry on sigma proxy.

Posted by Traderjoes > 2022-03-23 16:57 | Report Abuse

someone just bought rm978k at 2.36

Posted by Traderjoes > 2022-03-23 16:57 | Report Abuse

on a single trade

Posted by Traderjoes > 2022-03-23 17:00 | Report Abuse

so many trades done between rm100k and rm300k

Posted by DINGYEH > 2022-03-23 18:12 | Report Abuse

ihh want buy ramsey hospital rm5.67b

Posted by Traderjoes > 2022-03-24 09:33 | Report Abuse

book value of the RSDH JV only 600m, which makes 15m in dividend yearly.

Posted by Traderjoes > 2022-03-24 09:33 | Report Abuse

immaterial loss in profits, material gain on disposal

Posted by Traderjoes > 2022-03-24 09:34 | Report Abuse

dividend yield already 6.5% at this price. After sale surely double at least.

Posted by SEED > 2022-03-25 15:58 | Report Abuse

any comments?

Posted by SEED > 2022-03-25 15:59 | Report Abuse

sell or keep?

Posted by Jaeger > 2022-03-28 05:22 | Report Abuse

wow, fly so high

Posted by DINGYEH > 2022-03-31 15:52 | Report Abuse

epf keep selling

Posted by dmksn > 2022-04-01 12:34 | Report Abuse

One long green, 5 days continues sell. Bravo

Posted by Rookieinvestor > 2022-04-20 16:13 | Report Abuse

Dead share . Never move