MAYBULK BERHAD

KLSE (MYR): MAYBULK (5077)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

0.325

Today's Change

-0.005 (1.52%)

Day's Change

0.325 - 0.33

Trading Volume

564,500


9 people like this.

5,731 comment(s). Last comment by dompeilee 2 days ago

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:24 | Report Abuse

better fast fast grab 74.5 before too late.......
LAST CHANCE!!!! jangan degil!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:24 | Report Abuse

buy more
SAI LANG
all in!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:25 | Report Abuse

just grab the seller 74.5.
if u dont grab, other ppl will grab YOUR ANG POW!!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:25 | Report Abuse

beli
jangan tak beli

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:27 | Report Abuse

strong support @ 74sen
GUARANTEED CANNOT BREAK! so just grab 74.5!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:28 | Report Abuse

ha ha
74.5 GONE!!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:29 | Report Abuse

heard syndicate will goreng to 80sen by 5pm
better buy fast fast before too late
SIAPA CEPAT..... DIA DAPAT!!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:30 | Report Abuse

now 74.5 if scared to buy, dont look back and regret didn't buy when 80sen this evening

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:31 | Report Abuse

73.5!!!
buying opportunity!!!
TOP UP MORE!!!!

Titan

4,170 posts

Posted by Titan > 2019-09-12 09:32 | Report Abuse

Aiyo....speakup come here.....this share bcome rojak. Like pasar malam a'dy.

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:32 | Report Abuse

LOAD UP BOYZ!!!!
this one is gonna fly to the skyyyyyyyy!!!!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:33 | Report Abuse

pasar malam is good..... means MAYBULK is still cheap! pasar malam only sell cheap things mah

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:34 | Report Abuse

@STUPIDPUNCAKKPS, opportunity to buy more at cheap price

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:34 | Report Abuse

heard syndicate will goreng to 80sen by closing

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:35 | Report Abuse

SO DONT MISS THE BOAT!!!!

speakup

27,074 posts

Posted by speakup > 2019-09-12 09:35 | Report Abuse

INI KALILAHHHHHHHH!!!!!!!!!!!
ALL IN!!!!!!!!!!
SAI LANG TIME!!!!!!!!!!!!!

Titan

4,170 posts

Posted by Titan > 2019-09-12 09:53 | Report Abuse

Maybulk make profit in 2018 but if was a gain from selling off an associate company. The company was loss making and has with a necessary impairment done, they have a clean plate to start off for 2019. So without the lossmaking company, newer ships and great BDI rate, i guess the prospect is good. So long BDI stays above 2200, maybulk will soon turn into maybank.....LOL....carry plenty of cash.

Titan

4,170 posts

Posted by Titan > 2019-09-12 10:09 | Report Abuse

I did a simple calculation, it BDI stays above 2200, it should earn 2 to 2.5c per Q. Not sure is shipping seasonal where it is affected by monsoon. But using golden rule can really earn 8 to 10c per yr leh. PE 8 = 0.80c loh. PE10 = RM1??? Also, this is company has strong management. Robert kuok company leh....but of course he retired la. I think they have managed the company well by keeping the company afloat despite unfavourable rate. So now the wind is on their side and blowing in their direction. Apa lagi tunggu. I jump onboard for the free ride loh......

3iii

13,235 posts

Posted by 3iii > 2019-09-12 10:22 | Report Abuse

PROSPECTS

Having weathered a weak Q1 in 2019, the Baltic Dry Index (BDI) regained some momentum and the freight market witnessed improvements across all segments in Q2.

The increase in seasonal soya bean shipments from Brazil to China which started since March 2019 and the resumption of Vale’s iron ore shipments in June 2019 helped to drive freight rates higher particularly for Capesize and Panamax vessels.

The world operating fleet is expected to reduce in 2H of 2019 as more vessels are taken off for scrubber retrofitting in preparation for new emission regulations which will come into force from 1st January 2020.

The added tonne miles from soya bean and iron ore shipments together with the reduced world operating fleet should help improve freight rates in 2H 2019.

3iii

13,235 posts

Posted by 3iii > 2019-09-12 10:25 | Report Abuse

Maybulk

Maybulk is an example of a company in the hard-asset based subsector.

Companies in the hard-asset-based subsector depend on big investments in fixed assets to grow their businesses.

In general, these companies aren't as attractive as technology-based businesses, but investors can still find some wide-moat stocks and good investments in this area.

The majority of hard-asset-based companies fall into the narrow- or no-moat buckets. With few, if any, competitive advantages for many of these companies, investors should look for a pretty STEEP DISCOUNT TO A FAIR VALUE ESTIMATE before buying its shares.

3iii

13,235 posts

Posted by 3iii > 2019-09-12 10:30 | Report Abuse

Growth for hard-asset-based businesses inevitably requires large incremental outlays for fixed assets.

Because the incremental fixed investment occurs before asset deployment, companies in this sector generally finance their growth with external funding. Debt can be used to finance almost all of the asset's cost, so lenders generally require the asset to provide collateral against the loan.

With this model, high leverage is not necessarily a bad thing, provided that the company can make enough money deploying the asset to cover the cost of debt financing and earn a reasonable return for shareholders.

Other characteristics of hard-asset-based businesses make this segment worth watching. The idea of limited or shrinking assets, for example, can go a long way to provide stability in the competitive landscape for these companies.



Hallmark of Success for Hard-Asset-Based Businesses

1. Cost leadership: Because hard-asset-based companies have large fixed costs, those that deliver their products most efficiently have a strong advantage and can achieve superior financial performance. To get an idea about how efficiently a company operates, look at its fixed assets turnover, operating margins, and ROIC - and compare its numbers to industry peers.

2. Unique assets: When limited assets are required to fulfill the delivery of a particular service, ownership of those assets is key.

3. Prudent financing: Remember, having a load of debt is not itself a bad thing. Having a load of debt that cannot be easily financed by the cash flow of the business is a recipe for disaster. When analyzing companies with high debt, always be sure that the debt can be serviced from free cash flow, even under a downside scenario.

Icon8888

18,659 posts

Posted by Icon8888 > 2019-09-12 10:39 | Report Abuse

some guru nonsense again....

kjyang

56 posts

Posted by kjyang > 2019-09-12 10:53 | Report Abuse

This round look real

ChoCho

345 posts

Posted by ChoCho > 2019-09-12 11:09 | Report Abuse

get ready for 2nd time pump up for today.....

sooaria

804 posts

Posted by sooaria > 2019-09-12 11:19 | Report Abuse

Maybulk : Next QR will be end of Nov which will cover Jul, Aug & Sept which is also the biggest jump in BDI. I think average is above 2000. Last QR which is Apr, May and June, the BDI is on average 1000 only. So now it is x2?

This means Maybulk profit will be double in coming Nov. That's why Maybulk today uptrend and price shot up.

Titan

4,170 posts

Posted by Titan > 2019-09-12 11:45 | Report Abuse

3iii....u copy so much from the AR and google......i still dun get what u trying to say......can put it into 10 words only ah?

calvintaneng

56,706 posts

Posted by calvintaneng > 2019-09-12 12:52 | Report Abuse

Maybulk is a cyclical share whose time has come

What is a cyclical?

Answer:

1. A ferris wheel like The Singapore Flyer

THE tallest ferris wheel in Spore about 500 feet at its highest
At peak you can see whole of Spore, Johor and parts of Indonesia
It takes about 30 minutes to make one cycle

2. Then we have yearly cycle

Moon cake, bah Chang (Chinese dumpling), santa Claus for Christmas, durian season, salmon run season, winter ski resort for 2 or 3 months

All these are cyclical and seasonal

3. Then in Malaysia we have cyclical steel stocks that depend on heavy high infrar projects like highways, schools, mrt, lrt, ecrl, pan Borneo, high speed rail. When infrar jobs in earnest then demand for steel goes up. If delayed or postponed steel goes down

So a cyclical depends on these

1. The times and the seasons
Bad times like North East monsoon will affect fishermen in Trengganu as sea very rough and dangerous. And monsoon months caused ogse business to slacken. That was why Uzma was down. Now monsoon over so Uzma performs again

2. Govt
If Govt starts infrar works for economic stimulation then demand for cyclical steel and cement will increase

In the case of soya bean export from Brazil to China it was caused by US trade war with China

In the case of Iron ore from Vale it was court order banning Iron ore mining due to dam collapse. Now that export has resumed demand for dry bulk ships increased

Govt wants clean sulphur ship... So imo2020 put some old bulk ships out of action
As there are less ships so less competition

AND after installation of scrubbers prices also rise in tandem

So cyclical can go up due to seasonal changes
It can also go up by Cause and Effect

AND to anticipate changes Maybulk Bosses are able to see ahead and be proactive.

Retired old ships. Build newer, bigger ships.

So it has been very "lucky"?

AND luck is preparation meeting opportunity

Investing also depends on experience.

You must know ahead of time from reading up or from personal experience or observation

My Johor Sifu made lots and lots from bdi index rise and maybulk bull run in year 2008 when I made zero because I was a spectator then

Now I didn't miss this round

Thanks to my Johor Sifu

chesslim

892 posts

Posted by chesslim > 2019-09-12 13:05 | Report Abuse

If Maybulk November Q report hv profit, share price 1.20 is no problem.

Posted by No right Nor wrong Only to Win > 2019-09-12 14:26 | Report Abuse

Really ?
Wah 1.20 very song

3iii

13,235 posts

Posted by 3iii > 2019-09-12 14:34 | Report Abuse

MAYBULK Financial Information

Price 74 sen
Market Capital (RM): 740.00m
Number of Share: 1,000.00m
EPS (cent): 41.18 *
P/E Ratio: 1.80
ROE (%): 107.52
Dividend (cent): 0.000
Dividend Yield (%): 0.00
Dividend Policy (%): 0
NTA (RM): 0.383

3iii

13,235 posts

Posted by 3iii > 2019-09-12 14:55 | Report Abuse

In investing, there have always been hundreds of cases and thousands of cases of things that are ridiculously priced, phony stock promotions and the gullible being led into believing in things that just cannot come true. That has always gone on and will always go on.

It doesn't make any difference to your investing. Be aware.

MingGoon

1,774 posts

Posted by MingGoon > 2019-09-12 15:06 | Report Abuse

Maybulk will be like Salute too, shot up another new high today
Maybulk accumulate more, TP 1.20

Titan

4,170 posts

Posted by Titan > 2019-09-12 15:41 | Report Abuse

3iii...u talk philosophy ah???......very deep......i dun know how many understand la......i definite cannot.......

Nepo

3,433 posts

Posted by Nepo > 2019-09-12 15:46 | Report Abuse

hahaha, just buy in and wait.

MingGoon

1,774 posts

Posted by MingGoon > 2019-09-12 15:53 | Report Abuse

Titan... 3iii, is simply saying Maybulk is a good buy Return on Equity is 107% ..

Titan

4,170 posts

Posted by Titan > 2019-09-12 16:32 | Report Abuse

Ooooo.....talk so much......meaning maybulk is good buy la......hopefully loh and not goodbye.....hehe.....

Minggoon, the ROE 107% cannot see 1 la......it is from selling off a business. Then they have 1 impairment because selling at loss,......

Now it is only see can BDI sustain above 2200 or not. If is just like last time when brent at $20, Oil counter lose money. $40 break even. $60...make money......$80.......go crazy.....hehe...

So now BDI.....$500, lose money. $1500, break even. $2000, make money. $3000???--i go crazy.......LOL

calvintaneng

56,706 posts

Posted by calvintaneng > 2019-09-12 17:00 | Report Abuse

Very good

All great Sifu giving your valuable input here

Clap
Clap
Clap!

ming

2,088 posts

Posted by ming > 2019-09-12 17:32 | Report Abuse

Everything is good.. i jz dont like it is TOO HOT now.. correction can expect

John Angel

255 posts

Posted by John Angel > 2019-09-12 20:05 | Report Abuse

many people come in, bankers want trap people, take profit 1st and wait below 60sen

calvintaneng

56,706 posts

Posted by calvintaneng > 2019-09-12 20:28 | Report Abuse

Don't be silly !

Look at the fundamental of Maybulk.
Humans are fickle minded

So look at these facts

1. April to June 2019 quarter already showed great improvement
That was when bdi index at 1000 points

Now July to Sept bdi index more than double above 2200 points Nov 2019 results should show exceptional profits

So invest with clarity and stopped your ears hearing hearsay or fools talking nonsense

That was why Warren Buffet lived in Omaha Far from the maddening crowd of wall street

Nepo

3,433 posts

Posted by Nepo > 2019-09-12 22:29 | Report Abuse

Yes, fact is important, but future prospect dominates the share price. If BDI falls, then this uptrend will fall also

calvintaneng

56,706 posts

Posted by calvintaneng > 2019-09-12 22:41 | Report Abuse

Nepo is correct

Bdi index is the thermometer

Since July to Sept months are registering highest bdi index for the last 9 years

Nov 2019 good or excellent results already locked in

If bdi can sustain above 2000 to 2200 range for the remaining months of 2019 then
Feb 2020 results should also be excellent

If bdi index should break out above 2500 points to 3000 points like those years of 2004 to 2008 then market will go crazy..... And into unchartered territories

So just watch baltic dry index

Posted by chngmenghui > 2019-09-13 06:05 | Report Abuse

BDI 2331. Jatuh lagi

calvintaneng

56,706 posts

Posted by calvintaneng > 2019-09-13 06:54 | Report Abuse

OK retrace a little more. Still above 2000 to 2200

Posted by 100005629116555 > 2019-09-13 07:44 | Report Abuse

BDI 2393 up a bit

Titan

4,170 posts

Posted by Titan > 2019-09-13 09:13 | Report Abuse

2393 is the previous day 1 la......now 2331. By 12 noon today u will see the updated rate. if not mistaken, BDI rate on update once a day. They are not as active as oil price.

3iii

13,235 posts

Posted by 3iii > 2019-09-13 10:25 | Report Abuse

>>>
Posted by MingGoon > Sep 12, 2019 3:53 PM | Report Abuse

Titan... 3iii, is simply saying Maybulk is a good buy Return on Equity is 107% ..
>>>


MingGoon

By your great reasoning, you will be buying a lot. :-)

stockraider

31,556 posts

Posted by stockraider > 2019-09-13 12:11 |

Post removed.Why?

3iii

13,235 posts

Posted by 3iii > 2019-09-13 12:12 | Report Abuse

Maybulk

Recent Prices
Date *** Close *** Change *** Volume
12/9/2019 *** 0.725 *** +0.025 (3.57%) *** 12,939,200
11/9/2019 *** 0.700 *** +0.060 (9.38%) *** 6,853,600
10/9/2019 *** 0.640 *** -0.015 (2.29%) *** 1,755,900
06/9/2019 *** 0.655 *** -0.010 (1.50%) *** 1,528,200
05/9/2019 *** 0.665 *** +0.040 (6.40%) *** 4,501,200
04/9/2019 *** 0.625 *** +0.015 (2.46%) *** 1,096,400
03/9/2019 *** 0.610 *** +0.010 (1.67%) *** 789,200
30/8/2019 *** 0.600 *** 0.000 (0.00%) *** 632,500
29/8/2019 *** 0.600 *** +0.010 (1.69%) *** 1,199,600
28/8/2019 *** 0.590 *** +0.015 (2.61%) *** 729,700
27/8/2019 *** 0.575 *** 0.000 (0.00%) *** 205,100
26/8/2019 *** 0.575 *** -0.005 (0.86%) *** 352,800
23/8/2019 *** 0.580 *** -0.005 (0.85%) *** 145,600
22/8/2019 *** 0.585 *** 0.000 (0.00%) *** 250,200
21/8/2019 *** 0.585 *** -0.010 (1.68%) *** 92,100
20/8/2019 *** 0.595 *** +0.005 (0.85%) *** 825,400
19/8/2019 *** 0.590 *** +0.030 (5.36%) *** 687,000
16/8/2019 *** 0.560 *** +0.005 (0.90%) *** 746,900

stockraider

31,556 posts

Posted by stockraider > 2019-09-13 12:15 |

Post removed.Why?

Post a Comment