yeah, these are top rank analysts, international financial analysts look up to their analysis as the gold standard of investment, a book that all punters must have
22sen only now.... net assets per share 82sen... current price only 20%+ of net assets per share hahaha
BJLAND Financial Information Market Capital (RM) : 1.100b Number of Share : 5.000b NTA (RM) : 0.820 Par Value (RM) : 0.500
* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.
Shareholding Changes Date of change Shares Director/ Substantial Shareholder 05 Mar 2019 Disposed 230,000,000 PENTA INVESTMENT ADVISERS LTD 05 Mar 2019 Acquired 230,000,000 TAN SRI DATO’ SERI VINCENT TAN CHEE YIOUN 05 Mar 2019 Acquired 230,000,000 BERJAYA CORPORATION BERHAD 05 Mar 2019 Acquired 230,000,000 BERJAYA GROUP BERHAD 05 Mar 2019 Acquired 230,000,000 JUARA SEJATI SDN BHD 23 Jan 2019 Acquired 45,415,369 PENTA INVESTMENT ADVISERS LTD 18 Jan 2019 Acquired 101,584,632 PENTA INVESTMENT ADVISERS LTD 28 Aug 2018 Acquired 2,000,000 TAN SRI DATO’ SERI VINCENT TAN CHEE YIOUN 21 Aug 2018 Acquired 2,000,000 TAN SRI DATO’ SERI VINCENT TAN CHEE YIOUN 20 Aug 2018 Acquired 10,000,000 TAN SRI DATO’ SERI VINCENT TAN CHEE YIOUN
So fun this year for bjland.... grab some before you regret later hahaha
26 Feb Berjaya Land launches The Tropika at Bukit Jalil 18 Feb Berjaya Land to venture into property development in Iceland 30 Jan BCorp to acquire 4.61% of Berjaya Land for RM87 mil 17 Jan Berjaya Land inks deal to develop US$1b Four Seasons Resort in Japan 17 Jan Quick take: Berjaya Land's RM1.64b Okinawa resort 17 Jan Berjaya Land plans Four Seasons Resort in Okinawa costing RM1.64b
Berjaya Land: Begins 2019 with The Tropika launch in Bukit Jalil. Having been rather quiet over the last two years, property developer Berjaya Land is expecting a busy 2019 with several development projects planned for launch this year. Slated for launch on Feb 23 right after the Chinese New Year festive period will be its latest condominium development in Bukit Jalil, Kuala Lumpur called The Tropika. With a total of 868 units spread across four towers, the 6.5-acre freehold project offers a golf course view and has a gross development value of slightly over RM700m. Only one tower offering 229 units will be launched first with unit sizes ranging from 732 sq ft to 1,318 sq ft. Price psf ranges from RM750 psf to RM820 psf. All units come with two car park bays. (The Edge)
At least 1sen dividend or share dividend this year , my guess... just 1sen dividend = 4.5%+ dividend yield. Last dividend paid by bjland was for fye 2014 if not mistaken:)
retained earnings RM70mil+ & treasury shares RM20mil+ = about RM100mil can be distributed as dividend and share dividend to shareholders while waiting for privatization also hahaha
retained earnings RM70mil+ & treasury shares RM20mil+ = about RM100mil reported in the quarterly report published in FEB 2019... CHECK IT OUT yourselves dude hahaha
BCorp in talks to divest Four Seasons Kyoto for gain of up to US$400m ... https://www.theedgemarkets.com/.../bcorp-talks-divest-four-seasons-kyoto-gain-us400... Dec 19, 2018 - KUALA LUMPUR (Dec 19): Berjaya Corp Bhd (BCorp) is in talks to sell its Four Seasons Hotel and Hotel Residences Kyoto (Four Seasons Kyoto) in Japan, ... I think and I have said this before, everything is up for sale, as long as the ... on a plan to carve out the group's hotel business from Berjaya Land Bhd ...
the recent fall in bjland price could be due to syndicate pressing down the price and buying up themselves...before privatization, etc... fingers crossed
ECRL restarts next month.. 60% of the works handled by China companies... workers and their relatives might visit them in Malaysia, more biz for your hotel/resorts biz plus bjtoto I guess haha
few months ago I highly bet my on both bjland and redtone when the price sink below 20cents.. Now seem like redtone is a better choice. Wakaka! Bjland hope wil catch up soon on later
China workers of ECRL can help to buy some properties of bjland too if valued at rm1mil n above... when HSR to spore restarts next year, another boost to bjland haha
If Kyoto Four Season disposal is what VT claimed and announced, BJCorp and BJLand share price will see significant gain. VT had made too many garbage, there simply isn't any trust in him thus far... my personal view
Berjaya Land Berhad (“B-Land”) was incorporated in 1990 to implement the Restructuring Scheme undertaken by Sports Toto Malaysia Bhd (“Sports Toto”) whereby the entire paid-up capital of Sports Toto was acquired by B-Land. Simultaneously, B-Land made major acquisitions of various property and leisure activities which were funded via a Rights and Special Issue. Sports Toto was incorporated in 1969 by the Malaysian Government for the purpose of running Toto betting under Section 5 of the Pool Betting Act, 1967. It was privatised in 1985 when its Chief Executive Officer, Tan Sri Dato’ Seri Vincent Tan Chee Yioun, through his private company acquired 70% of the paid-up capital. Sports Toto was listed on Bursa Malaysia Securities Berhad in July 1987. Subsequently, in November 1987, RekaPacific Berhad (formerly known as Berjaya Industrial Berhad) (“RekaPacific”) completed a general offer to Sports Toto which resulted in Sports Toto becoming a subsidiary of RekaPacific. On 11 October 1996, Berjaya Group Berhad (“BGroup”) completed the purchase of Teras Mewah Sdn Bhd (“TMSB”), a wholly owned subsidiary company of RekaPacific. On 28 August 1996, TMSB completed the purchase of the entire shareholding in B-Land from RekaPacific comprising approximately 247.5 million ordinary shares, 49.8 million warrants and RM82.8 million Irredeemable Convertible Unsecured Loan Stocks for a total consideration of approximately RM931.1 million. As a result, B-Land became a direct subsidiary of BGroup, which in turn is a wholly- owned subsidiary of Berjaya Corporation Berhad (“BCorp”). Today, the Group’s core activities are as follows:- • Gaming and Lottery Management; • Hotels, Resorts, Recreation Development and Vacation Timeshare; • Property Investment and Development; and • Motor Retailing.
SIGnIFICanT COrPOraTe deVeLOPMenTS Following the previous year’s report, I wish to highlight the following significant corporate developments: 1. As announced on 18 December 2012 and pursuant to the Supplemental Agreement dated 13 August 2012 entered into between Selangor Turf Club (“STC”) and Berjaya Tagar Sdn Bhd (“BTSB”), STC granted extension of time to 18 January 2019 to fulfill the remaining conditions precedent pursuant to the proposed acquisition of the Sungai Besi Land by BTSB.
SIGnIFICanT COrPOraTe deVeLOPMenTS (COnT’d) Following the previous year’s report, I wish to highlight the following significant corporate developments: (cont’d) 2. On 16 December 2015, B-Land announced that Berjaya (China) Great Mall Co. Ltd (“GMOC”), a 51%-owned subsidiary of Berjaya Leisure (Cayman) Limited (“BLCL”) had entered into a Construction Project Transfer Agreement with Beijing SkyOcean International Holdings Limited (“Beijing SkyOcean”) for the disposal of the Berjaya (China) Great Mall Recreation Centre (“Contract”) located in Sanhe City, Hebei Province, the People’s Republic of China for a cash consideration of RMB2.08 billion (equivalent to about RM1.39 billion), (“Disposal”). The cash consideration was subsequenty revised from RMB2.08 billion to RMB2.039 billion. The Disposal was completed on 16 December 2016 but the balance of the revised consideration amounting to RMB974 million (“Final Instalment”) which was due in November 2017 was not paid. SkyOcean Holding Group Limited which holds 100% stake in Beijing SkyOcean, and its major shareholder, Mr. Zhou Zheng (collectively, the “Guarantors”) had guaranteed the performance of the obligations by Beijing SkyOcean pursuant to the Contract. On 7 December 2017, a notice of demand was issued to the Guarantors for the Final Instalment and accrued late payment interest. As announced on 19 January 2018, GMOC submitted a Notice of Arbitration to the Hong Kong International Arbitration Centre against Beijing SkyOcean and the Guarantors to seek recovery of the Final Instalment and accrued late payment interests as well as other reliefs. The Board is confident that GMOC will prevail in the legal proceeding to fully recover the Final Instalment amount. 3. On 15 February 2017, BLCL entered into a capital contribution transfer for the disposal of its entire 70.0% stake in Berjaya Long Beach Limited Liability Company to Sulyna Hospitality Hotel Restaurant Travel Service Company Limited for a cash consideration of VND333.25 billion (equivalent to about RM65.32 million). The disposal is expected to be completed by the end of 2018. 4. On 4 June 2018, B-Land announced that BLCL had entered into a Capital Transfer Agreement for the proposed disposal by BLCL of the entire remaining 32.5% of the capital contribution in Berjaya Vietnam Financial Center Limited (“BVFC”) to Vinhomes Joint Stock Company and Can Gio Tourist City Corporation for a cash consideration of VND884.93 billion (equivalent to about RM154.86 million) (“Proposed BVFC Disposal”). The Proposed BVFC Disposal is pending completion.
it is expected that Sports Toto would maintain its market share in the NFO sector. Looking into the immediate future, the challenges currently faced by the Company are likely to continue. To weather the market uncertainty, the Group will continue to remain diligent and exercise a prudent approach across its business operations. Nevertheless, the Group expects to record a significant gain on aggregrate upon the successful disposal of certain projects in Vietnam in the year ahead
VT WANTED TO SPIN IT OFF AND LIST IN SPORE , right?
hOTeLS and reSOrTS The hotels and resorts business segment of Berjaya Land Group is operated via the Berjaya Hotels and Resorts Division (“BHR”). The Group owns and operates 13 hotels and resorts locally and internationally. For the financial year under review, BHR’s total gross revenue increased to RM318.1 million from RM290.4 million in previous financial year while profit before tax increased to RM40.8 million from RM24.6 million in the previous financial year. The increase in total gross revenue was mainly due to the higher contribution from 4 properties, namely The Taaras Beach & Spa Resort, Berjaya Langkawi Resort, Berjaya Beau Vallon Bay Resort & Casino and ANSA Kuala Lumpur driven by higher room business and food & beverage operations. Whilst room occupancy grew by 3.7 percentage-points to 65.7% from 62% in the previous financial year, the marginal increase of 3.1% in Average Room Rate (“ARR”) resulted in a 9.5% increase in Revenue per Available Room (“RevPAR”) to RM218. MaLaySIa hOTeLS & reSOrTS The major Malaysian-based hotels and resorts are Berjaya Langkawi Resort, Berjaya Times Square Hotel, Kuala Lumpur, Berjaya Tioman Resort and The Taaras Beach & Spa Resort, Redang. These strategically located hotels and resorts have attracted tourist arrivals from various countries such as Singapore, Indonesia, Middle East, China, India, Europe and Australia. revenue The overall financial results for the financial year ended 30 April 2018 reflected an improvement in the operating performance across all of the Malaysian-based properties. The total gross revenue increased by 10.4% to RM239.2 million compared to RM216.6 million in the previous financial year. With the higher room night bookings from the Transient FIT, Leisure FIT and Leisure Group market segments, the combined occupancy level increased to 63.4% compared to 59.6% in the previous financial year, and the ARR improved marginally by 2.5%. As a result, the RevPAR recorded an increase of 9.5% to RM208 compared to RM190 in the previous financial year. Profit before Tax The Malaysian-based properties recorded an increase of 98% in profit before tax to RM36.54 million compared to RM18.45 million in the previous financial year due to higher total revenue and effective cost control measures. The profit before tax registered in the financial year under review included a net non-operating income of RM7.38 million arising from the disposal of a quoted investment. Berjaya Langkawi resort, Langkawi During the financial year under review, the resort’s occupancy level increased by 6.3 percentage-point to 73.5% compared to 67.2% in the previous financial year due to the higher room night bookings from the Transient FIT, Leisure FIT and Leisure Group market segments of India, United Kingdom, China, Australia and Europe. However, the ARR dropped marginally by 3.9% mitigated by the higher occupancy levels. As a result, the resort recorded an increase in total gross revenue of 6.6% to RM81.1 million from RM76.1 million in the previous financial year, while profit before tax increased by 19% to RM28.1 million compared to RM23.6 million in the previous financial year. Berjaya Times Square hotel, Kuala Lumpur During the financial year under review, the hotel’s banqueting business achieved better sales due to a rise in corporate events. The total food and beverage revenue increased by 7.0% to RM29.2 million from RM27.3 million in the previous financial year. The occupancy level remained at 63.0% but ARR increased marginally by 2.3% year-on-year. With the improvement in food and beverage and room business operations, the hotel reported a 4.5% increase in total gross revenue to RM76.5 million compared to RM73.2 million in the previous financial year, while profit before tax increased significantly to RM7.5 million compared to RM1.9 million in the previous financial year.
GaMInG The toto betting and related activities business segment of B-Land Group is operated via Berjaya Sports Toto Berhad (“BToto”). BToto is principally engaged in the operations of Toto betting, leasing of online lottery equipment, and the manufacture and distribution of computerised lottery and voting systems. BToto’s other business segments include the operation of a hotel in the Philippines and luxury motor retailing in the United Kingdom. BToto has four main operating subsidiary companies namely Sports Toto Malaysia Sdn Bhd (“Sports Toto”), Berjaya Philippines Inc., International Lottery & Totalizator Systems, Inc., USA (“ILTS”) and H.R. Owen Plc, United Kingdom (“H.R. Owen”). For the financial year under review, BToto reported a decline in revenue of 1.2% to RM5.66 billion compared to RM5.73 billion in the previous financial year mainly due to the higher revenue contribution arising from the higher project contract sales reported by ILTS in the previous financial year. Pre-tax profit increased marginally by 0.3% to RM377.23 million mainly attributed to the improved results reported by Sports Toto and H.R. Owen but was offset by impairment in value for certain available-for-sale investments and goodwill for the leasing of lottery equipment business in the Philippines as well as the lower results reported by Philippine Gaming Management Corporation (“PGMC”). MaLaySIa Sports Toto Malaysia Sdn Bhd (“Sports Toto”), the principal operating subsidiary of BToto, has approximately 680 outlets operating throughout the country, offering 7 games namely Toto 4D, Toto 4D Jackpot, Toto 5D, Toto 6D, Star Toto 6/50, Power Toto 6/55 and Supreme Toto 6/58 which are drawn three days a week. Grand Toto 6/63 was replaced by Star Toto 6/50 during the financial year under review. revenue For the financial year ended 30 April 2018, Sports Toto recorded revenue of RM3.12 billion which is on par with the previous year’s revenue despite the current year having two draws less than the previous year. The company’s revenue for the financial year under review has been stated net of Gaming Tax as well as Goods and Services Tax (“GST”) on gaming supply. Sports Toto continued to remain as the market leader among all the Number Forecast Operators (“NFO”) in the country in terms of total revenue for the financial year under review. Profit Before Tax Profit before tax increased by 9.2% to RM363.0 million compared to RM332.5 million in the previous financial year. The higher profit before tax was mainly due to a lower prize payout in the financial year under review. Consequently, this led to a higher profit before tax margin of 11.6% compared to 10.7% in the previous financial year. Profit after Tax Profit after tax increased by 9.9% to RM253.5 million compared to RM230.6 million in the previous financial year, in line with the increase in the profit before tax. The higher profit after tax margin of 8.1% compared to 7.4% in the previous financial year was due to lower prize payout in the financial year under review. Prospects Effective 1 June 2018, the Government zerorised the GST, while the Sales & Services Tax (“SST”) is re-introduced to replace GST from 1 September 2018. Sports Toto does not foresee this would have significant impact to its operation. Sports Toto anticipates its business performance to be satisfactory and is confident that it will continue to maintain its market share in the NFO business for the financial year ending 30 April 2019.
LIST OF MAJOR PROPERTIES AS AT 30 APRIL 2018 Location Tenure Size Description Estimated Age of Building Date of Acquisition Net Carrying Amount RM’000 Lot 28 (GRN 20366) Lot 403 (GRN 20428) Lot 728 (GRN 18054) Seksyen 2 Bandar Georgetown Daerah Timor Laut Pulau Pinang Lot 352 Seksyen 20 Bandar Kuantan District of Kuantan Pahang Darul Makmur 14th, 15th Floors and Service Suites at Tower B Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur Service Suites at Tower A & B Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur Service Suites at Tower A Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur B-35-013, Tower B Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur Premises at Ground Floor 14th & 16th Floors Tower A & B Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur B44-04, Tower B Berjaya Times Square No. 1 Jalan Imbi Kuala Lumpur Freehold Freehold Freehold Freehold Freehold Freehold Freehold Freehold 55.37 acres 5.46 acres 345,773 sq ft 136,497 sq ft 21,765 sq ft 624 sq ft 30,957 sq ft 3,821 sq ft Land for mixed development Shopping mall for rental 327 units of service suite 181 units of service suite 32 units of service suite 1 unit service suite Hotel lobby, function rooms and storage area Penthouse N/A 20 years 15 years 15 years 15 years 15 years 15 years 15 years 31.03.2014 05.02.1991 06.01.1998 580,938 270,004 } 196,548 } } } } 13.03.2007 } } } } } 01.07.2008 } } } } 01.07.2008 } } } } } 10.02.2010 } } } } } } } 08.05.2012 } } } }
} } } } } } } Berjaya Land Berhad (201765-A) annUaL rePOrT 2018 231 LIST OF MAJOR PROPERTIES AS AT 30 APRIL 2018 Location Tenure Size Description Estimated Age of Building Date of Acquisition Net Carrying Amount RM’000 HS(D) 52466-68, PT 4625-27 HS(D) 52471-75, PT 4630-34 Mukim Sungai Tinggi Daerah Ulu Selangor Selangor Darul Ehsan HS(D) 4/94, PT 278 HS(D) 1017, PT 140 HS(D) 1018, PT 141 Mukim Padang Matsirat Daerah Langkawi Pulau Langkawi Kedah Darul Aman Lot 558 Lot 705 Lot 50000 Lot 50001 Lot 50002 Lot 239, 240-242 PT 925, 926, 927 PT 928, 929 Teluk Dalam and Teluk Siang, Pulau Redang Terengganu Darul Iman Geran No. 29726 Lot 1261, Seksyen 67 Daerah Kuala Lumpur (Plaza Berjaya, 12 Jalan Imbi Kuala Lumpur) Freehold Leasehold expiring on 30.04.2069 Leasehold expiring on 29.03.2070 Leasehold expiring on 29.03.2070 Freehold Leasehold 60 years expiring in year 2070 Leasehold 60 years expiring in year 2051 Freehold 871.1 acres 85.83 acres 613.68 acres 158,154 sq ft Land for mixed development Beach resort (424 guest rooms/chalets) Beach resort (189 guest rooms and a villa) Land with office, residential block and shopping complex for rental N/A 25 years 31.03.2017 27.05.1994 } } } } 30.03.2010 } } } } 30.03.2010 } } } } } Year 1990 } } Year 2010 } } } } } 16.10.1993 } } } } } } 27.11.1989 154,169 125,747 >22 yrs 122,967 32 years 104,560
232 Berjaya Land Berhad (201765-A) annUaL rePOrT 2018 LIST OF MAJOR PROPERTIES AS AT 30 APRIL 2018 Location Tenure Size Description Estimated Age of Building Date of Acquisition Net Carrying Amount RM’000 Lot 5001 to 5005 Lot 5007 to 5020 PN 14706 to 14710 PN 14712 to 14714 PN 14721 to 14731 Daerah Rompin Bandar Tioman Pulau Tioman Pahang Darul Makmur 342 parcels of land at Onna-Son Okinawa Island, Japan GM931 Lot 57 GM841 Lot 58. Geran 26066 Lot 1 Geran 26067 Lot 2 GM 1772 Lot 49 Seksyen 94B Mukim Kuala Lumpur Lot PT 4805, 4806 HS(D) 81319, 81320 Mukim Petaling Kuala Lumpur 11th Floor Berjaya Times Square No. 1, Jalan Imbi Kuala Lumpur 10 parcels of land at Uruma-shi Okinawa Island, Japan 13th Floor Berjaya Times Square No. 1, Jalan Imbi Kuala Lumpur ANSA Kuala Lumpur No. 101 Jalan Bukit Bintang Kuala Lumpur Note: Leasehold 99 years expiring on 02.05.2107 Freehold Freehold Freehold Freehold Freehold Freehold Leasehold 60 years expiring on 30.04.2062 201.39 acres 111,331 sq m 387,920 sq ft 7,129,260 sq ft 104,844 sq ft 57,479 sq m 106,315 sq ft 22,852 sq ft Land for hotel and resort operations Land held for development Vacant development land Club house and golf course 1 floor of office space of an integrated commercial development for rental Land with hotel building (123 guest rooms) 1 floor of office space of an integrated commercial development for rental Hotel (167 guest rooms) 31 years N/A N/A > 26 years 15 years 24 years 15 yrs > 39 years 30.12.1985 Since 15.07.2009 03.05.2012 05.09.1991 06.01.1998 30.03.2017 06.01.1998 05.05.2008 103,221 101,735 87,808 84,255 65,556 63,588 54,278 51,728 The Group does not adopt a policy of regular revaluation of its properties except for investment properties which are stated at fair value.
1. As announced on 18 December 2012 and pursuant to the Supplemental Agreement dated 13 August 2012 entered into between Selangor Turf Club (“STC”) and Berjaya Tagar Sdn Bhd (“BTSB”), STC granted extension of time to 18 January 2019 to fulfill the remaining conditions precedent pursuant to the proposed acquisition of the Sungai Besi Land by BTSB.
Pada Jumaat, Perdana Menteri Dr Mahathir Mohamad mengumumkan kerajaan akan meneruskan semula projek Bandar Malaysia, yang dihentikan secara tiba-tiba pada Mei 2017. Cadangan pembangunan di Sungai Besi, Kuala Lumpur itu dijangka mempunyai nilai pembangunan kasar RM140 bilion.
go see phamar and harta . ivan another chun chun call on phama when lowest as previously comments. ivan currently win percentage near 80%. ivan good company got pharma . ranhil .genting . harta . superman. favco .insas. cb . az. ekovest . tenaga. petgas. gasm and many . why ivan only list those because they still can limit up. other I dun mentioned becos too expensi5 so I skip. ivan also got loss money company examples asiapac kena trap at 16sen . mkland trap at high near 40sen . berjaya group kena Vt sweet sweet talk promi5 will work hard on Berjaya corporate so bjc trap at 40sen also .
so as I said cheap counter can be more cheaper if the Boss no heart on his loyal investors. expensive counter can be more expensive if the boss is really do the work like topglove supermax which let ivan earn 100% last time
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
IamBalina
58 posts
Posted by IamBalina > 2019-04-18 21:58 | Report Abuse
18 cents, by end of next week, for sure