Thank you for the zoom sharing. I looked at the detailed perspective on telekosang Hydro at 30m20s and I noticed that their EPCC contract for the asset was awarded to Sinohydro Corporation (M) Sdn Bhd and Power Construction Coporation of China Limited. China was facing lockdown since the start of the year and maybe this is the caused of the delay of the telekosang Hydro? Where certain materials or manpower are from china and the lockdown has causes restriction to the project.
Dont share old story la. I didn't see any Ib cover Jsb anymore. That time they hardsell bcause to helping someone pushing the share price mah. Now, mission completion, no more writeup
The coverage by Kenanga and KAF were made based on future prospect of the company and not to help someone push the share price. It definitely adds certain advantage or value by the write up, but it is also asset injections into the Company which will bring future value. Both coverages are to enhance the investors knowledge on the future prospect of the Company. No one can time the market perfectly, so for those who are investing to the prospect of the company, just hold, time is on your side.
The management is injection his own assets into the Company to bring out the true value of the asset and they are growing with the assets. If the MGO of 60c is true in the near future, it might go up more than 60c to show it's true value.
For those who don't know MGO (Mandatory General Offer), it means an offer that a shareholder must make to buy all the shares in a company when they already own a third (33%) of the company. Based on the research done by Kenanga, management could emerge as the controlling shareholder who holds own than 33% of the company.
Does anyone mind sharing how do we determine the correct MGO price for this case? If it is 60c, then anything below 60c is actually a good deal, just a matter of time.
However, the Company wishes to highlight that there is no certainty that the Hydro SSA entered into by the Company with the respective vendors will become unconditional as it is subject to the fulfilment of the conditions precedent stipulated therein. Therefore, in the event that the Hydro SSA does not become unconditional or it is terminated, the Offeror’s obligation to extend the Mandatory General Offer will not arise. The shareholders of the Company are advised to take caution when dealing with Ipmuda Shares and consult independent professional advisers, if need to.
Wisdom. That regulation requirement. He plan to hold just 30% if not mistake. He taking his asset from sdn bhd to public listed. Doesn't make sense he want to take private.
Wisdom. During lockdown, they have special approval to continue, nothing work being stop. Chinese contractors can give guarantee on their performance, which no other contractors can give.
@wisdom I'm speculating this to turn true. But there's a lot of uncertainty. I'm just an outsider. I did concern about manpower, and sukuk coupon payment they are obliged as well. Unlike AnsonLiew who are just bashing without base. Can't do his own research even with direction is given. Too much of conspiracy theory. Keep thinking of the negative side.
I'm not 100% sure I can win this stock, but it's part of my speculating game. If 1 out of 10 games I fail, as long as the 9 can cover more than this, I'm still win.
The more we understand the company, it helps us to provide confidence when we are investing in a prospect of a Company. There is no right or wrong when it comes to decision making, as long we can manage our risks. The primary goal of the research done by Kenaga and KAF are just to create awareness with the information that they have. We are not asked to trust 100% on the research paper but we as investors must also verify the information ourselves unlike some people whom he can't control emotions and set his mind straight. You do not need to monitor the share price every second, wouldn't that be very tiring? Just manage your risk and invest confidently.
We all know who is the one here who can gives the right information when it comes to decision making. The one that moving here and every other platform giving blatantly comments and unreasonable comments, we should try to ignore. So trust yourself and your own decision.
Can't believe his nonsense, attacking all over the places and no angel and no substance. Sound childish, ego issues.
Investment bank write up, is the facts and figure not story. The process including independent verification with several parties, interview with the management and checking their books. They use industrial standards in their projections etc.They have responsibility to their clients, including legal responsibility. Those write up is new and so far no fundamental change.
Kenanga, KAF Jefferies only write good, fundamental companies. Jefferies is no 7th largest Investment Bank in the world can easily tap their Hong Kong clients.
you see you see, come out to create panic again. answer is given in my video link, but still don't want to watch. i guess he's losing too much from this stock, want to curse to prove himself that his decision was correct.
Mr Teh Foo Hock was redesignated from Finance Director of the Company to the Managing Director of Ipmuda Buildermart Sdn Bhd, a subsidiary of the Company with effect from 1 June 2022. I believe this is a good initiative as Mr Teh has been with the Company for many years and he is familiar with the Company as well as building material & construction industry with his years of experience.
The addition of Ms Kung Chin Woon as Risk Committee & Audit Committee member and Puan Noor Erni Surya Noordin shows that the management are prepared to bring the Company at the next level with new business direction which is renewable energy. The addition of new board members who are experience lawyer and CFO are to strengthen the Group as a whole and build strong foundation from the start. Definitely a good fresh start.
@AnsonLiew FYI, Finance Director redesignated to the position of MD Ipmuda Buildermart and he did not resign from the Group. I think you are too shallow when it comes to analyzing information which are publicly available. Your comments and words have no meaning and I can only feel sorry and empathy for you. You must have been brought up in unethical or uncivilized manners and I sincerely hope you can find your way one day. You are one lost child.
Aiyo..tukar ke MD Ipmuda Buildermat...the loss making subsidiary..tunggu masa tutup kedai
"Wisdom" Mr Teh Foo Hock was redesignated from Finance Director of the Company to the Managing Director of Ipmuda Buildermart Sdn Bhd, a subsidiary of the Company with effect from 1 June 2022.
syndicates - I watched the video, very impressive details information being elaborated Just give them some times to turn JSB into a jewel in RE Further, their warrant now at 13.5 cts with exercise price of 66 cts with 10 years validity until 20/2/2032 I am sure Tin Kosong catch no balls on the presentation
LOL operator wannabe, you are losing your ground. sounds so childish from your comment. you think you can collect low by commenting here? are you premium subscriber of KAF? got privilege to get very latest report ah? are you coming from future? Trying to tell latest report which will be published next week? next month? next year?
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....
WisdomNTruth
14 posts
Posted by WisdomNTruth > 2022-05-31 12:27 | Report Abuse
#syndicates
Thank you for the zoom sharing. I looked at the detailed perspective on telekosang Hydro at 30m20s and I noticed that their EPCC contract for the asset was awarded to Sinohydro Corporation (M) Sdn Bhd and Power Construction Coporation of China Limited. China was facing lockdown since the start of the year and maybe this is the caused of the delay of the telekosang Hydro? Where certain materials or manpower are from china and the lockdown has causes restriction to the project.
Just my 2c.