Posted by quyen850906 > 2012-01-31 19:28 | Report Abuse

anyone know this counter status?

Posted by euscilyn > 2012-01-31 20:02 | Report Abuse

I'm had monitor this but moving quite slow. maybe not at this time.

Posted by quyen850906 > 2012-01-31 20:15 | Report Abuse

i read the news Pacmas sell to OCBC at 3.5x , so it is the level he sustain

Posted by euscilyn > 2012-01-31 23:02 | Report Abuse

the rate is high. study first b4 buying.

Posted by Mohd Ridzuan Othman > 2012-02-10 17:24 | Report Abuse

have a signal

Posted by Ai Huey > 2012-06-03 22:35 | Report Abuse

will tomorrow fly as the div entitlement is so high

Posted by starwood > 2012-06-03 22:43 | Report Abuse

How much?? Pls advise

Posted by messiBarca > 2012-06-04 09:13 | Report Abuse

how come limit today, takoever?

Posted by kl foong > 2012-06-04 09:51 | Report Abuse

Tax exempt div rm 2.40 if im not wrong.

Posted by messiBarca > 2012-06-04 10:48 | Report Abuse

it's worth to sell now?or will continue uptrend for few days later?

Posted by mezzo > 2012-06-04 14:18 | Report Abuse

I'm believe it will up.

Posted by Namoyaki Takarajima > 2012-06-04 17:32 | Report Abuse

WHO IS PACMAS?

Posted by cytoh19 > 2012-06-05 12:39 | Report Abuse

after receiving the dividend will the share price drop? or is this capital repayment?

Posted by jayjay > 2012-06-05 12:58 | Report Abuse

Why is it trending down

Posted by ngohieng > 2012-06-05 16:49 | Report Abuse

Can buy ka?

Posted by cytoh19 > 2012-06-06 12:58 | Report Abuse

dont think so. heard that after ex date the share will adj accordingly. n in oct this co will repayback 0.95 and delisted fm bursa.

Posted by KC Loh > 2012-08-12 16:07 | Report Abuse

what a waste, one of my old favorite is seeking delisting from Bursa. There is a capital repayment exercise of 95-sens.

Soalan cepumas: to newbies, if you are an investor, will you buy into this share with today's price at 1.16?

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1034549

Posted by KC Loh > 2012-08-12 16:09 | Report Abuse

the stock jumped 8 sens last friday

Posted by weiboy90 > 2012-08-12 20:17 | Report Abuse

i think if u just buy it for the capital repayment, it is not worth it.

Posted by KC Loh > 2012-08-12 21:45 | Report Abuse

but you still holding shares with par value of 0.05. and they are in the midst of diluting illiquid assets still after capital repayment.

worth it now?

Posted by Ma Jason > 2012-08-13 09:24 | Report Abuse

kc loh, is it seeking for delisting? when?

Posted by kongfeifan86 > 2012-08-13 11:29 | Report Abuse

IF THIS COMPANY DELISTING, CAN WE GET BACK OUR CAPITAL..I AM A NEWBIE IN SHARE INVESTMENT.

Posted by KC Loh > 2012-08-13 11:45 | Report Abuse

Ma, when I dunno but delisting, yes!

Kongfeifan86, when you trade secondary shares (after its IPO) the risk is your own. The share par value is rm 1, and pacmas is returning 95 sens. That is the ccapital they were given when first listed, par value of shares! So the answer is yes, they are returning all capital, but not necessary your purchase price of the shares (market instrument).

So, is it worthwhile?

Posted by kongfeifan86 > 2012-08-13 12:22 | Report Abuse

i brought it taday at 1.15.

KC, so u mean that now we can get back rm 950 for capital repayment. when this company delisted in future, we still have par value of 0.5 but will it be repay the capital to us is depend on company policy. Am i right?

Posted by KC Loh > 2012-08-13 12:24 | Report Abuse

yes, and including whatever illiquid assets they are selling as mentioned in their announcement to Bursa

Posted by KC Loh > 2012-08-13 12:24 | Report Abuse

what is your reason for buying at 1.15 then?

Posted by kongfeifan86 > 2012-08-13 12:32 | Report Abuse

when i buy i did not know this share will delisting soon...i brought coz of capital repayment, same as i brought tm last month...for ur advise, now is hold or sell better?

Posted by KC Loh > 2012-08-13 12:35 | Report Abuse

you got to check if still got special dividend coming after the previous sales of some of its assets. the last time they divest some of their subsidiaries, a special dividend was announced. the par .05 sens just a matter of time, we know that!

but careful, because illiquid assets could mean something that is not easily transacted and the payout may not be as high.

research required.

Posted by kongfeifan86 > 2012-08-13 12:59 | Report Abuse

thanks for ur advise. It will be useful to me...Anyway, Are u a full time investor?

Posted by KC Loh > 2012-08-13 13:02 | Report Abuse

retiree with many lovely bunch of coconuts! :)

Posted by HMF001 > 2012-08-13 13:05 | Report Abuse

to kongfeifan86....

PacMas will be delisted after the capital repayment is completed...

Yes, 95cts will be paid to you, but yr costs is 115cts...what happen to yr 20cts then???

You mentioned TM...well TM will be continually be listed...good to hold TM in this case..

Pls read the Bursa announcement...this is yr homework...

Posted by KC Loh > 2012-08-13 13:52 | Report Abuse

good point HMF001. my thoughts exactly! i would only go in less than RM1 giving me some safety.

kongfei, now the question : why did people chase the stock to reach 1.16 yesterday? can you see the follies of not going into research.

sorry, my questions are all aiming at teaching newbies to answer their own questions. When they can answer, they learn, and that experience will be yours forever, unless you have very short memory! Bull runs can make people do that! :)

Posted by kongfeifan86 > 2012-08-13 14:03 | Report Abuse

u mean that u will brought in when the price under RM1? Any share recommend? i need some stable and high divident share.. now i holding CBIP,luxchem,dialog,TM and NAIM. Any advise?

Posted by KC Loh > 2012-08-13 14:14 | Report Abuse

Of course, and speaking for myself, I like to go in below RM1 only. That gives me additional safety. market is now filled with half-baked news. So you probably may have been caught with it without reading and understanding fully what pacmas was doing.

i know long term CBIP & TM will be good. Naim i am not too sure if they pay high dividend. Dialog and luxchem i am not in the position to tell as research not done.

Posted by kongfeifan86 > 2012-08-13 14:26 | Report Abuse

THEN CAN I KNOW U HOLDNG WHT SHARES? HOPE CAN LEARN FROM YOU ALL..

Posted by KC Loh > 2012-08-13 14:43 | Report Abuse

CBIP - 17%
Digi - 12%
Gamuda - 3%
GenM - 9%
Harta - 5%
MFlour - 26%
Scomi - 5%
Scomien - 5%
Wellcal - 12%
Gtronic - 2%
Smartag - 4%
Prtasco - <1%
LiiHen - <1%
Benalec - <1%
Mulpha - < 1% (my sis-in-law's shares)

but i think its not fair to compare with todays pricings. Some of these stocks i have bought about 1 1/2 years ago and some already appreciated in price to today's levels!

Posted by kaka > 2012-08-13 16:17 | Report Abuse

Hi KC, i have been following your comments and suggestions and have very high regards for your analysis

But as you listed down your portfolio, it seems just too many. Even WB holds 6-7 counters max at any point of time. Probably something to think about

Just my 2 cents

Posted by KC Loh > 2012-08-13 16:21 | Report Abuse

noted. but some which i think will arrive at 10-20% returns in near future. so will let go when the appropriate time comes.

whilst i agree with Philip Fisher's stance that we need only a handful (he mentioned 5-6) of counter, with 16 years of dabbling into the market, i think some of it i can hold with the fundamentals at the back of my head.

Buffett may seem to hold a handful, but if you count the position down the line, i think he has easily more than 100 companies under him! but he is also in the market for a long time, so i think some companies' fundamentals come easy for him too!

no hard and fast rule here. when you know your entry and exit points, it becomes easier (or so this form 3 failure thinks)

Posted by kongfeifan86 > 2012-08-13 17:52 | Report Abuse

Hi KC, what is your view for the coming CBIP result? and will it still payout very good divident same as last time? I also hold benalec and scomi for some time but i sold it coz did not have confident on it? y u choose these 2 stock? Any special reason?

Posted by KC Loh > 2012-08-13 18:15 | Report Abuse

benalec seems to hold a lot of land bank as collateral and looking now for business outside of Johor and Malacca. Both are positives to me. Moreover, if you can wait for land valuation to appreciate in foregoing the dividends, i think its good for business.

scomi, please read the thread.

CBIP results may be slow due to weakening palm oil prices currently, but it is smack right into a very profitable and growing sector. With a award winning refinery/milling patent in hand, and basically tax free due to patent rights with MSC i think (until 2019), i dont see the rush to sell this off. I believe i got in at a price reasonably good at 2.59. had every opportunity to sell it at 2.80, but will just wait it out. no rush in this for me. Basically, you see their business, all they need is to sell two of their processing mill for palm oil, and they have made profit for the year. and i think that is done with a few contracts already in hand for this year(astra agro, jasa tiara etc). Currently, there is no fundamental change that makes me what to give up on a solid business. it is trending to the price accordingly, and not given to speculations. dividend payout, i dunno.

Posted by kongfeifan86 > 2012-08-14 11:05 | Report Abuse

TODAY PACMAS STABLE A BIT. is IT MEAN WORTH AROUND 1.08. FROM INFOMATION NESPAPER THAT PACMAS WILL DISTRIBUTE AGAIN AFTER 0.95 CAPITAL REPAYMENT. NOW I FORCE TO HOLD COZ WILL LOSE RM500. IF HOLD MAYB CAN EARN A BIT... TAKE THE RISK ..


DEAR KC" mAYLAYSIA HAVE FORUM CALL INVESTALK, IS A CHINESS CHINESS INVESTALK FORUM. DO U JOIN IT?

Posted by KC Loh > 2012-08-14 11:06 | Report Abuse

no, banana man!

Posted by HMF001 > 2012-08-14 21:40 | Report Abuse

to kongfeifan86

If i happen to hv PacMas with me, i would be glad to sell to you...

Why??? Knowing that the capital payment is at 95cts...
would be very happy to sell it to anyone willing to buy at above the capital repayment price.
Just like what you have done..buying PacMas at 115cts...
i would be making a clean profit of 20cts...[115-95=20]..
PacMas will be delisted as stated clearly in the Notice..you should refer to bursa announcement...Pls read more if you want to make money.
Unless you are waiting for Mr Raymond Chan to buy the shell company of PacMas..then you can hold PacMas..
Otherwise, Sell to cut yr losses asap...
Remember, you are holding something that is worth only 95cts...
Hope this is clear to you...

Posted by yungshen1 > 2012-08-18 15:34 | Report Abuse

this stock is doing wat business

Posted by yungshen1 > 2012-08-18 15:38 | Report Abuse

this stock can buy cos very cheap now. can buy some to invest

Posted by investwise > 2012-08-18 15:39 | Report Abuse

PacificMas Berhad (PacificMas) is engaged in investment holding and the provision of management services to its subsidiaries. Through its subsidiaries, PacificMas operates in five segments: underwriting of general insurance; management of unit trust funds and private investment mandates; hire-purchase, leasing and other related financing services; property investment and management, and investment holding and management services.

Posted by KC Loh > 2012-08-18 15:48 | Report Abuse

sudah mau tutup kedai la, PACMAS. going for a long raya and never come back! LOL

Posted by HMF001 > 2012-08-18 16:00 | Report Abuse

to yungshen1

Pls do some reading...what this means DOING yr own research..
As mentioned by KC Loh
"sudah mau tutup kedai la, PACMAS. going for a long raya and never come back!"

What Mr Loh is telling you...is Pacmas will NOT be listed in Bursa
once the capital repayment is completed..
You still want to buy because you find PacMas to be cheap...
dropping from RM 3 to RM1....it is cheap!!!!
invest in PacMas for what?? it is a empty shell company!!!!!
no more business...
Come on wake up....keep yr hard earned $$$$ for better investment..

Posted by KC Loh > 2012-08-18 16:13 | Report Abuse

And that is why, Yungshen1, i believe your buying into KNM or any other stocks for that matter is a matter of pure luck, insider tips and speculation! LOL

anyway, good luck still and continue learning. One can only get wiser by asking questions and researching for himself! All the best!

Posted by yungshen1 > 2012-08-18 16:34 | Report Abuse

kc loh try to buy some knm share now. it can help u gain yr wealth .XD