Posted by facsc118 > 2024-05-16 15:53 | Report Abuse

so many call warrant if ex at RM 11 sure ib loss money. .......

Posted by Raymond Tiruchelvam > 2024-05-16 16:33 | Report Abuse

just got into airports..... not sure whats the issue, plan to take private at RM11 and yet price at RM10? Even if deal will be cancelled.... no reason for price to go down?

Posted by facsc118 > 2024-05-16 16:55 | Report Abuse

good price to buy actually. if the deal cancel, the airport still can run and give good return

Posted by Raymond Tiruchelvam > 2024-05-16 17:02 | Report Abuse

taking a bit of a stretched outcome.... last qtr EPS of 16.41 if annualised is 65.64c, and at current price of RM10.... thats PER of 15x which is reasonable

Posted by AlfI3 > 2024-05-17 02:51 | Report Abuse

Really contradict w d indicated prc to privatize at rm11. Unreasonably low....!

Posted by ValueInvestor888 > 2024-05-17 15:00 | Report Abuse

https://theedgemalaysia.com/node/712010

Posted by ValueInvestor888 > 2024-05-17 15:01 | Report Abuse

likely the deal RM 11 can go thru as MOT denied selling stakes. They privatized to restructure...

Posted by Raymond Tiruchelvam > 2024-05-17 15:57 | Report Abuse

surprising that MOT has already given opinion, but khazanah and EFF is quiet on the exercise? Even if Khazanah and EPF wants to up their stake to 40 and 30% they can easily do it in the market.... why bring in foreigners to do this? puzzling.... Also if want to restructure and increase capital spending, best is to be listed where bank financing will be easily obtainable..... this privatisation move will only exclude the public from MAHB which I believe is not substantiated.... peace

Posted by ValueInvestor888 > 2024-05-17 16:00 | Report Abuse

financing will never be problem as EPF and Khazanah are cash rich and state owned...

Posted by Cipta > 2024-05-17 17:47 | Report Abuse

Turkish citizens rarely question why one of their airports is managed by a Malaysian sovereign fund, whereas some Malaysians frequently question why such assets are sold to foreigners in the global business arena. They seem to think: if it's not owned by us, then it must be owned by our adversaries.

Posted by speakup > 2024-05-18 09:01 | Report Abuse

mesti baca ni: https://themalaysianreserve.com/2024/05/18/et-tu-khazanah/

Posted by speakup > 2024-05-18 09:14 | Report Abuse

good read: https://www.freemalaysiatoday.com/category/nation/2024/05/17/groups-urge-govt-to-reconsider-blackrocks-involvement-in-mahb/

Posted by OnTime > 2024-05-18 09:29 | Report Abuse

jews r involved (and controlled) all kind of businesses world wide (just ask the usa). so just embrace and enjoy the ride.

Posted by jeffchan1901 > 2024-05-18 10:27 | Report Abuse

I am just here for the money and entertainment. Yes I am happy that they offer at rm11 as I always consider selling at rm11 and yes I am happy that some of us here also triggered on politics as well. GG Malaysia

Posted by GSX1111 > 2024-05-18 17:58 | Report Abuse

Must use buisiness sense in this economy world. There can make money, there shoud go. But must legal. This is realistic society, not Wonderland.

Posted by NatsukoMishima > 2024-05-18 19:00 | Report Abuse

What if share price keeps dropping to 5- 6 and the deal fail at last ??? Can it happen ??

Posted by wang336604 > 2024-05-18 20:45 | Report Abuse

is this real?

Posted by wang336604 > 2024-05-18 20:53 | Report Abuse

What do I need to do to comment on other people's comments? I hope someone can tell me.

Posted by NatsukoMishima > 2024-05-19 07:54 | Report Abuse

Actually a few failed privatisation deal happened in the few years back , not 100 % will success , sell or hold in your luck or own risks !

Posted by KiasiPu > 2024-05-20 11:26 | Report Abuse

Natsuko, no risk no gain. If fail privatization, MAHB was still a profitable company.

Posted by Raymond Tiruchelvam > 2024-05-20 13:03 | Report Abuse

at this juncture, i believe no way this privatisation can go thru with GIP as a party to the agreement, better for just khazanah and EPF to go alone as 2 parties and take MAHB private.... if they want after that they can sell 30% to whomever they want, but its sour taste already, let this be a lesson for khazanah and epf, next time share your strategy and vision before buta2 make offer and check your bed-fellows first, especially on so called national assets.... :-) peace

Posted by Ravi1969 > 2024-05-20 13:09 | Report Abuse

They don't have the expertise

Posted by Cipta > 2024-05-20 14:26 | Report Abuse

Please do not sell the airport to GIP, and also consider prohibiting Boeing from landing at KLIA as well, is that possible?

Posted by yilonma > 2024-05-20 16:54 | Report Abuse

watermelon lovers can keep spreading their false narrative about genocide while supporting sexual assault and rape of innocent children and women. i hope this deal goes through, so they can boycott the airports and rot in their hometowns

Posted by yilonma > 2024-05-20 18:14 | Report Abuse

yeah you'd better shut up

Posted by Hafid > 2024-05-20 19:47 | Report Abuse

if fail better. than the share price come down.... to 6.00

Posted by yilonma > 2024-05-20 20:15 | Report Abuse

short it then you monkey. no money no talk 🤐

Posted by Raymond Tiruchelvam > 2024-05-20 20:26 | Report Abuse

price shd hover around 10 no need to drop as business is booming and fundamentals intact, in fast as compared to Bangkok airport ..... super undervalued. Last qtr EPS of 16.41 if annualised is 65.64c, and at current price of RM10.... thats PER of 15x which is reasonable if not low.... and revenue will only pick up more here on..... happy hunting :-) peace

Posted by Cipta > 2024-05-21 14:28 | Report Abuse

ultimately MARA, KWAP or LTAT can take up GIP portion. However due to mismanagement and corruption by the previous local elite, Khazanah hv to find other funds now.

Posted by AnthonyAng666 > 2024-05-21 19:42 | Report Abuse

Do they really want to privatize AIRPORT? Share price doesn't go up above RM12...

Posted by Cipta > 2024-05-23 09:47 | Report Abuse

bcoz there are many call warrants. How could small holders win money from the IB ? Call warrants is a gamble, why it is HALAL in Malaysia?

Posted by Hafid > 2024-05-23 12:30 | Report Abuse

AMMB SELL MAHB

Posted by yilonma > 2024-05-23 13:11 | Report Abuse

bought in another 100k @ 10.00. people who let religion dictate how they make money will never be rich, just like 50% of the people in the comments. you can tell who uses their brain

Posted by GSX1111 > 2024-05-24 08:28 | Report Abuse

Need to liquidate asset, only have enough fund to give those need help eg B40

Posted by AnthonyAng666 > 2024-05-24 18:57 | Report Abuse

@Cipta. Good point. But can't stop traders from spotting the opportunity and buying & goreng the call warrants 😁

Posted by AnthonyAng666 > 2024-05-28 09:48 | Report Abuse

on the other hand, Reuters deems the privatization was due to geopolitical reasons
https://www.reuters.com/markets/deals/malaysia-airport-privatisation-deal-clouded-by-protests-over-gaza-war-2024-05-24/

Posted by James_Bond > 2024-05-29 21:45 | Report Abuse

Malaysia Airport is a monopoly business. Therefore, if we give airport PE of 20 to 25 is fair for such monopoly business.
Let’s take the last EPS as the least profit that airport gonna earn for next 4 QRs (we know the EPS would be higher due to new airport tax hike and visa free entry) ie 16 x 4 = 64 cents.
As such,
PE 15 = 9.60,
PE 20 = 12.80,
PE 25 = 16.00!
Good Luck, comrades!

Posted by James_Bond > 2024-05-30 15:35 | Report Abuse

Time to bring up airport share price to previous glory! May the force be with us all!

Posted by James_Bond > 2024-05-30 21:17 | Report Abuse

Congrats comrades for good airport QR! More upside to go!

Revenue ↑ 40+%
Profit ↑ 300+%
- compared with the corresponding quarter of the year 2023!

Revenue ↑ 2.3% (excluding two temporary passenger service charge and airline incentive)
Profit ↑ 79.7% (excluding one off gain from GHIAL investment)
- compared with the immediate preceding quarter of the year!


JV and associates also recorded higher profits!

ROE 16+% before tax!

All in all, airport business is in right track! Let’s hope we could get higher takeover price than 11 for airport!

Cheers!

Posted by KingKKK > 2024-05-30 22:04 | Report Abuse

MAHB's 1Q net profit triples to RM190 mil

https://theedgemalaysia.com/node/713699

Posted by James_Bond > 2024-05-31 07:26 | Report Abuse

Yeah, you r right KKK!

Posted by James_Bond > 2024-05-31 12:13 | Report Abuse

Comrades, let’s hold airport for 11 take over price! Not going to buy airport anymore. Enough!

Posted by AnthonyAng666 > 2024-05-31 17:27 | Report Abuse

I do grab some at Rm9.88 today. Hope that they don't change the take-over price

Posted by James_Bond > 2024-06-04 09:08 | Report Abuse

Go go go airport! Serve you right for those shorties! Haha!

Posted by hw0706 > 2024-06-04 12:38 | Report Abuse

Privatization in limbo....

Posted by speakup > 2024-06-04 13:14 | Report Abuse

Privatisation probably fail, drop back to 7

Posted by speakup > 2024-06-04 13:16 | Report Abuse

Pmx hype up anti Israel issue so much to rakyat until any small thing related to Israel kena boycott. Pmx had shot own foot

Posted by James_Bond > 2024-06-05 14:56 | Report Abuse

If you don’t know how to invest, just buy airport and pray hard the deal will go through and get 10% cash rewards! Cheers! Current airport share price 10!

Posted by James_Bond > 2024-06-05 16:31 | Report Abuse

Congrats comrades, airport 10.04!

Posted by AnthonyAng666 > 2024-06-05 19:44 | Report Abuse

I guess you were buying the warrants too, James 😁