Posted by kahhoeng > 2015-07-27 17:09 | Report Abuse

hng33, what's your portfolio stocks and stocks of interest? Seems like you have some that I also carry besides Puncak. I also own some BJCorp & MNRB (sold mostly to buy Puncak) and ORIENTAL, Interested in Media, Parkson, Kulim, Airasia, Padini, MMCCorp, MPHB, BJTOTO, CIMB, Insas - no decision and no money to invest anymore, haha...

Posted by hng33 > 2015-07-27 17:18 | Report Abuse

kahhoeng

Currently, portfolio have IGBREITS, Huayang, MNRB, OSK, WCT-WD and Puncak-CG. Stock under my radar list are kulim, glomac, UEMS, bjcorp and YTLP-WB

Posted by Roger123 > 2015-07-28 02:23 | Report Abuse

Hng: Hahaha. puncak wont have any reaction in these few days. I will be back on friday

Posted by Roger123 > 2015-07-28 02:27 | Report Abuse

iamnat: the two days up because i was buying. That's y i told kahheong don't be so excited. He thought that it is real.... May be the September deal will postpone again to oct

Posted by Roger123 > 2015-07-28 02:31 | Report Abuse

hng: U always say that i am a clown. U think it is so coincident that wat i said it always happened? U think i am so lucky.

Posted by cheoky > 2015-07-28 07:30 | Report Abuse

Shameless clown, Roger just like jibby. You think you are oracle of Malaysia? You are more like bullshit of the bullshit...try to claim credit out of everything in puncak... I would say follow hour trade in puncak, we are sitting on loses already even the deal yet concluded.... You never feel a bit paiseh, even ohh?.

Posted by cheoky > 2015-07-28 07:45 | Report Abuse

Sorry, is *ever. Just to share with you, Roger. Your so called insider mole is probably 3rd or 4th tier line. We can get more acuarate and faster through a click of tikus. Maybe you can learn some fundamental analysis from hng123 or even techincal analysis on puncak. Then share with us. I believe you got potential and we will appreciate that. Throw out your insider info. Apply as a driver with azmin would be better if you would like to be the valuable insider...

Posted by hng33 > 2015-07-28 09:36 | Report Abuse

Roger123 hng: U always say that i am a clown. U think it is so coincident that wat clown said it always happened? U think i am so lucky clown!!??

Posted by sudahkena > 2015-07-28 09:42 | Report Abuse

https://sg.news.yahoo.com/muhyiddin-4-others-cabinet-reshuffle-225916234.html?linkId=15886327

Posted by hng33 > 2015-07-28 09:48 | Report Abuse

Roger123, It doesn't matter if a clown is lucky or poor, so long as you can play trick until Puncak high high....then you are a good clown!!

Posted by hng33 > 2015-07-28 10:58 | Report Abuse

Case 1: Master agreement
Signed between Khalid and Ongkili, witness by Prime Minister Najib, but Khalid drop off, Azmin take over as Menteri Besar, causing 7 month delay in water restructuring.

Case 2: Supplementary agreement (Fed compromise, give up land right)
Signed between Azmin and Ongkili, witness by, Deputy Prime Minister Muhyiddin Yassin, but these time, table turn, Muhyiddin drop off, Ahmad Zahid Hamidi may take over as the new deputy prime minister.....hopeful no impact on water deal....

Posted by upsidedown119 > 2015-07-28 11:09 | Report Abuse

Don't feed the trolls and dignify them with a response. That's what they want. Concentrate on Puncak. hng33. What are your views on the cabinet reshuffle's impact on Puncak?

Posted by cheoky > 2015-07-28 11:37 | Report Abuse

never know. so happen the china might go into recession while you still holding puncak, muhyiddin no longer the chairman of water restructuring. All these are possible, I really wish for otherwise. Then you can only back to fundamental. What is the company worth? What biz is puncak doing? Holding selangor people thirst all time... Holding foreign investment manufacturer lifeline too... If najib still there without muhyiddin, will he screw up this tail ending water deal? add more woe to his backside? Azmin declare triumph to water restructuring before raya, he want to backtrack just like Jibby? He will try his best... At the end, either you dare to take this risk and hold puncak or better save the cash in FD wait for next better opportunity regardless of market sentiment which may only known by Oracle of Malaysia, Roger, it entirely up to you. No right or wrong...Roger know where is the market is going... He got best moles of everything...

Posted by kahhoeng > 2015-07-28 11:43 | Report Abuse

alas, nothing can be done now except for waiting for more clues from Azmin and Ongkili, dumbass politicians!

Posted by cheoky > 2015-07-28 11:47 | Report Abuse

yup. sit on the beach, drink coconut juice and wait, stand by.... Maybe go picket for muhyiddin...

Posted by sudahkena > 2015-07-28 11:49 | Report Abuse

https://sg.news.yahoo.com/gani-says-dark-over-sudden-termination-030600080.html?linkId=15888615

Posted by sudahkena > 2015-07-28 11:50 | Report Abuse

Boleh Land....

Posted by hng33 > 2015-07-28 11:54 | Report Abuse

upsidedown119

I'm just worry that what is a reason behind on out of sudden Fed willing to give up its right to demand state to hand over land and compromise to state..(bear in mind, the deay and few day before the the signing of supplementary agreement, kettha secretary and Attorney still demanding Azmin to surrender the land, and Azmin fight back and dispute high-lighten .., then, the next day, TV news show the deal is on, supplementary agreement will be signed !! .

However, if it is cabinet decision to give up land right, then the supplementary agreement is irrevocable, but if it is sole decision make by Muhyiddin whom act on his power as cabinet committee chairman over the water issue, then the replacement of Muhyiddin with other may want review the deal again.

There is still more than a month time for deal to complete before end of Puncak next deadline on Sept. Therefore, many thing can happen.......lets hope thing is heading positive direction and Puncak deal can be complete in accord to timeline.

Posted by upsidedown119 > 2015-07-28 12:08 | Report Abuse

Thanks hng33. Now it depends on whether Muhyiddin's replacement will have the motivation to proceed with the deal. Yeah, let's hope things head to positive direction. But is there anyway they can renege on the supplementary agreement?

Posted by hng33 > 2015-07-28 12:39 | Report Abuse

upsidedown119

Many thing can happen in a name of politic interest.....master agreement...not satisfy, then come with supplementary agreement......if still unsatisfied, possible another supplementary agreement II....:(

Posted by sudahkena > 2015-07-28 13:28 | Report Abuse

Now questions on 1 bestari.. maybe selangor water also ??

Posted by smartly > 2015-07-28 14:27 | Report Abuse

shivering....

Posted by ckk2266 > 2015-07-28 14:46 | Report Abuse

Roger is selling so price down

Posted by cheoky > 2015-07-28 14:57 | Report Abuse

Ongkili remain as Energy, Green Tech & Water Minister

Posted by iamnat > 2015-07-28 15:04 | Report Abuse

Actually that's the most important one. Ongkili. Had ongkili changed then real prob. But still we will be on a roller coaster ride for a while I guess.

Posted by upsidedown119 > 2015-07-28 15:37 | Report Abuse

hng33. So long as there is 'agreement' we should get there. But what about your Puncak-CG? Will there be agreement in time before it expire, do you think?

Posted by hng33 > 2015-07-28 15:43 | Report Abuse

upsidedown119

Puncak-CG performance is highly related to Puncak, is a risky yet highly leverage alternative. It will expire in Mar next year no matter what happen to underlying share, Puncak. The conversion will stay at 2.70 and only will adjusted if Puncak declare special dividend before the expire date.

Posted by hng33 > 2015-07-28 15:52 | Report Abuse

Bought more Puncak-CG at 11.5sen, average down cost

Posted by kahhoeng > 2015-07-28 15:55 | Report Abuse

fainted, is Najib running out of option to gather support?!? It would be a big joke if federal decides not to honor the supplementary agreement, but anything can happen in this Boleh Land... Hope the deal goes through though

http://www.theedgemarkets.com/my/article/edge-tmi-malaysiakini-barred-covering-cabinet-reshuffle

PUTRAJAYA (July 28): Reporters and television (TV) crew from The Edge Media Group, The Malaysian Insider (TMI) and Malaysiakini were barred from covering the announcement on the Cabinet reshuffle here this afternoon.

At least seven reporters and TV crew were told by policemen on duty that they were given instructions not to issue passes to the three media groups to enter the Prime Minister’s Office (PMO) where a press conference chaired by Prime Minister Datuk Seri Najib Razak on the Cabinet reshuffle is being held.

One policeman stalled The Edge reporters at the pass collection counter, stating that he needed further instructions from his senior officers. This is despite having showed valid media passes issued by the Information Ministry and noting that the write-ups are for theedgemarkets.com.

The Home Ministry had last Friday suspended The Edge Weekly's and The Edge Financial Daily's publishing permit for three months from July 27 because of their reporting on 1Malaysia Development Bhd (1MDB).

The two Malaysiakini reporters and TV crew were also not allowed entry at about 1.30pm, even as other reporters from the mainstream media were given passes.

Malaysiakini and TMI also have valid media passes issued by the Information Ministry.

It is understood that the refusal to allow The Edge coverage at PMO started after the recent suspension on both its weekly and daily publications.

Earlier at the press conference, Najib announced that Datuk Seri Ahmad Zahid Hamidi is the new deputy prime minister and will also retain his current portfolio as home minister.

Najib also announced the removal of Tan Sri Muhyiddin Yassin as his deputy, calling it a "difficult decision" but one he had to make to ensure that the Cabinet operated as a collective unit.

Najib added that the Cabinet reshuffle was done after taking into account political considerations and the needs of his administration to ensure that it remained focused on implementing Malaysia's development.

Posted by lctw87 > 2015-07-28 15:56 | Report Abuse

another red in my portfolio....najib...u got balls of steel..which will be flattened out next ge..

Posted by Stringann Tan > 2015-07-28 15:59 | Report Abuse

recently no more annouce n latest news for puncak, ceo sleeping?

Posted by hng33 > 2015-07-28 16:18 | Report Abuse

kahhoeng

You mean M team of cronies !!?? if yes, many stock will affected lor.... MMC (Gamuda?), Malakroff, DRB, Bjgroup of companies, YTL group of companies, CYpark etc.....Puncak, Rozali belong to which UMMO team ?? M team or N team??

Posted by kahhoeng > 2015-07-28 16:18 | Report Abuse

hng33, yes, just wonder, I would assume M is behind the sacked M.

Posted by hng33 > 2015-07-28 16:26 | Report Abuse

kahhoeng

Then, better hope, Puncak, Rozali being a former UMMO Selangor state treasurer is at right size of current UMMO infighting

Posted by kahhoeng > 2015-07-28 16:28 | Report Abuse

hng33, well, should know in 2 weeks time if a deal will be sealed and completed given that its almost 3 weeks since state and federal signed the supplementary agreement

Posted by smartly > 2015-07-28 16:31 | Report Abuse

hollanding...

Posted by smartly > 2015-07-28 16:34 | Report Abuse

muhyiddin dropped, will spark more infighting.

Posted by smartly > 2015-07-28 16:35 | Report Abuse

market will continue to trade down...

Posted by smartly > 2015-07-28 16:36 | Report Abuse

more bleeding expected.

Posted by sudahkena > 2015-07-28 16:43 | Report Abuse

I heard salcon is zahid team.... so if true... still positive. .

Posted by sudahkena > 2015-07-28 16:57 | Report Abuse

http://azminali.com/blog/2015/07/keyataan-media-yab-dato-menteri-besar-selangor/

Posted by Pusher_Punisher > 2015-07-28 17:45 | Report Abuse

muhydin gone effect ka this counter? somemore azmin like 'syok sendiri' in PKR. like a lonewolf.

Posted by hng33 > 2015-07-28 18:00 | Report Abuse

kahhoeng

For your information, IGBREITS just declare handsome income 4.47sen, a whopping 15% increment payout, and if annualized, give rise to TOP yield 6.93% among all retail REITS.

In time of turbulence, invest in cash payout company should serve good cushion and limit risk. Hopeful, Puncak special dividend also can come smoothly next.

Posted by kahhoeng > 2015-07-28 18:37 | Report Abuse

Hng33, too deep into puncak to change strategy now,sigh!

Posted by hng33 > 2015-07-28 19:13 | Report Abuse

kahhoeng

Understand your condition, Puncak have drag too long, I also have same feeling, which have prompted me to -sell-diversify in other stock-earn other stock profit first-buyback Puncak again-repeat several time, until now, Portfolio is in better position, diversify into several stocks holding and leverage on alternative in Puncak CG to retain exposure.

However, as long as water deal is go, Puncak should eventually rebound back and special dividend remain intact, hope for the best.

Posted by sudahkena > 2015-07-28 20:35 | Report Abuse

Yes sometimes I also frust.. always ve news issue effects puncak share price. .. what to do.. im in lost position..

Posted by kahhoeng > 2015-07-28 23:18 | Report Abuse

hng33, one of the reason that I am having trouble selling is the fear of remorse when deal is completed within days after I have sold my Puncak. Not so much about selling at loss cause I have some purchased between 2.60 - 2.80 that could be sold without much losses.

Posted by Sohai3 > 2015-07-28 23:49 | Report Abuse

Minister chage! Bye bye! This will be gone case Liao!

Posted by Roger123 > 2015-07-29 00:13 | Report Abuse

Prepared for puncak CG 8cents

Posted by Roger123 > 2015-07-29 00:13 | Report Abuse

Hng: plz average more