Media price will adjust to its intrinsic value for the upcoming few quarterly results as its upcoming quarterly revenues from digital media and home shopping very exciting
Ryan83 Media price will adjust to its intrinsic value for the upcoming few quarterly results as its upcoming quarterly revenues from digital media and home shopping very exciting 18/07/2020 11:30 AM
Umno have to fry media to get fund for next year election.now is the right timing to fry for them. News said election may fall on first half of 2021. So , media rocket prepare to shoot.
Johari went in restructure in 2019 September , within ONE YEAR company will profitable because this johari was not paria people , he have plenty of experience in restructuring of big lost company.
This year financial results definitely much better than last year after massive savings in operating expenses and increasing revenues contribution from digital media and home shopping.
No need to study fundamental, technical, UMNO, SM and etc. Just let the big boss behind to privatise this counter and close this MEDIA forum forever :) :) ;)
Hong Leong Bank Research : Despite the sector’s prolonged gloomy sentiment that continues to be hit by the digital disruption coupled with the negative ramifications from Covid-19, we view that valuations have been significantly bashed down, with Star Media and Media Prima trading below their NCPS. We believe the sector will remain lacklustre, given the weakness in print segment and declining adex on traditional platform. Due to the structural changes in the media sector, the still larger chunks of the traditional businesses are paying the price, thus leading to a prolonged loss-making position while pursuing digital transformation initiatives, not to mention the lingering ramification from Covid-19. We maintain our calls and TPs for Astro (BUY; TP: RM1.15), Star (HOLD; TP RM0.41) and Media Prima (HOLD; TP: RM0.17).
Newspaper and TV news reported yesterday that perikatan nasional already completed the country Parliament seat allocation among the component parties. Estimate this year after budget will declare parliament dissolve and go for PRU-15. The following are the facts and reasons that media shall be push up immediately :
1) Fundamental part - As all the investor and the research house knew that Media will continue loss for next few quarters , but this have be known and captured into the current price. Any quarters bad news have no impact to the counter because investors already known. Share market is the projection 6 months ahead of unknown company activities. So , now we all knew the layoff of 857 pax staff will cause further deteriorate the financial BUT layoff is the best and faster way to mitigate the loss and turnaround for those company sector involve in manpower. Besides, now media have implemented sharing resources , transform to digital platform, improve and promote more in marketing strategic ( promote hard sell for their advertisement department). All these positive action definitely will overturn the company become profitable. ( ALWAYS REMEMBER : SHARE MARKET OR PRICE REFLECTED 6 MONTHS AHEAD PROJECTED COMPANY SITUATION)
2) National Election Fund part - As we known now the major shareholding fall on syed moktar. One thing make us curios was the syed moktar ask Johari to help him do restructuring without money? This action will make us all suspect on syed moktar roles in MEDIA? Anyway , media shall be goreng kuat kuat because of MEDIA need to generate and contribute election fund for whichever parties it support.
3) Ruling government media company - Current ruling government will buy back the major shareholdings and control this company before election. Why is so important ? As we know , nowadays we all influence by social media or astro, nobody go to watch TV anymore. BUT there are alot of MAKCIK OR PAKCIK staying in inland area or kampung only depend of free TV channel, so the effective way to increase the winning chances of ruling government was bought back officially from Syed Moktar and layoff all the staff who are from PH or support PH which might write bad news on ruling government immediately. Sooner later , we will see a person come to buy off media with higher than 60 cents a piece from syed moktar this year.
4) Composition of company shareholdings - based on company report 4 major holders were Aurora mulia , JP Morgan , JAG capital and PNB ( holding 55% of company) .The remaining shares distribution mainly fund managers and EPF. The cost of buying media was not less than 90 cents a piece except aurora mulia bought 60 cents a piece. So , all the big big bosses or tycoon losing huge in this company and forcing the management to push up and stabilize media share to a medium limit of average 10 years price.
All of the shareholder should be happy, becuase media is the rare stock that can flatten the curve . Glove Reach moon Health reach sky Tehno reach mountain
Yes new paper now only for the poor who no access to internet and smart phone. Contra already go to health and glove la. Where go so stupid like shareholder media hold this waiting UMNO to safe it
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....
pineapple123
2,472 posts
Posted by pineapple123 > 2020-07-16 10:28 | Report Abuse
Media will be lucrative if can transform from being a umno related entity to a public result oriented entity.