Share no up not consider good la. Might be MS bought too little 1.1K, 1.4K and 1.5K.
03-Dec-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,100 shares on 29-Nov-2018. 30-Nov-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,400 shares on 28-Nov-2018. 28-Nov-2018 Insider MORGAN STANLEY & CO. LLC (a substantial shareholder) acquired 1,500 shares on 26-Nov-2018. https://klse.i3investor.com/quoteservlet.jsp?sa=ss&q=MEDIA
My observation is MS might be holding for a political party or nominee. Guess there is not much excitement on P&L or new catalyst, that why the share price is stagnant
MS pls buy more in 10K qty. Year end coming many companies will try to spend more on advertising to clear advertising budgets. You can watch TV lately many advertisements by various companies promoting their products.
LKS/LGE new M'sia got meaning if Chinese cannot become GLCs' CEO 1 day? If Media can have Chinese CEO or even BOD perhaps Chinese oversea willing to come back?
Those that are invested in the company need to have a longer-term investment horizon before they can see any meaningful turnaround of Media Prima’s financial performance. As a reference, the company posted a core losses of more than RM30mil in 3Q18 and is still expected to post losses in FY19. Profit is only expected to be recorded in FY20 but it will still be very small. 6 different analysts are projecting an average loss of RM26mil in FY19 and a small profit of RM7mil in FY20. At the current price the company is trading at a 2 year forward PE of 50x. Any turnaround will be mainly driven by the company’s digital strategies but that will take some time before the division can provide any meaningful profit to the group. Till then, investors will need to be a bit patient and be prepare to have a longer investment horizon (more than 5 years at least).
Please take note that most of the company’s properties has already been through a revaluation exercise back in FY2017. This would mean whatever value in the company’s balance sheet is already marked to the market. As of Sept 18, the net tangible asset of the company is around RM320mil or RM0.29 per share. At the current share price, the company is already trading at above its net tangible asset in comparison to The Star which is actually trading at only 0.6x BV. Contrary to Media Prima, most of The Star properties are yet to be revalued (most of the properties still carries the value during its acquisition which is some 10-20 years ago).
If you are looking to diversify your portfolio outside of Media Prima (due to the weak earnings sentiment given the weak outlook for the media industry), I would recommend you to look at MBMR.
MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.0x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already RM106mil). PB is low at only 0.5x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.
For FY19 growth will be driven by the still high demand of new Myvi and the launch of the new SUV in 1Q19 and also the new Alza in 2H19.
Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. Most analysts have a TP of above RM3 for the company with Hong Leong being the lowest at RM3.13 and Maybank the highest at RM4.18.
if I got money I also want take over media. Media is the most important media in Malaysia. control media and social mean control all the info source. control whole word also need media. business is there just wait
just hold media if they want fight or want do anything Media is one of the important chip Media can do anything social media can let impossible become possible Prime Media is the important Agent got people put a hand in it already maybe something big big big coming Media can become 1 ringgit is highly possible Media still hold few channel they are money , hope some powerful people give good news maybe let media do online cash biz and also let media do Logistics biz. Media can try do like Lazada and Pos laju biz actually Media can expand many biz just the ceo need smart Media got involved in many sector Not like shopping only some biz is sunset but not Media go Mars , go space go Nasa , go to sea go to where also need Media Media is the King of Business just hold 1 ringgit sure
sooner or later they will push Media why just think Media can do anything last time Facebook hot , now no people always use FB they have new media come out \Media have the op to invest new apps or new thing like social media platform once Media hit one share will become 1 ringgit Media is a up to date biz clever people keep eat Media now later want buy whole also no need to spend a lot Media is the life of a country now price is pitty more important than other big company herre media also can do deliver , info , news , video , muzik ...................................
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....
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Posted by 5354_ > 2018-11-29 11:07 | Report Abuse
Saw CEO Kamal Khalid with Ambank CEO. Got good news?