Posted by Roger123 > 2015-09-29 13:44 | Report Abuse

Hari hari sikit lama lama jadi bukit. I luv puncak

Posted by Roger123 > 2015-09-29 13:44 | Report Abuse

Hng: u still survive in maybank ar?

Posted by hng33 > 2015-09-29 14:33 | Report Abuse

hahaha, although Maybank not performing as expected, but my average cost is about RM 8.362 now if take into account today bought at 8.31-8.32, may need to opt for share reinvest if share still underperfroming.

I have no choice, but have to use margin line to buyback Puncak first instead of wait to free up capital from Maybank.

Posted by paperplane2 > 2015-09-29 14:35 | Report Abuse

going no where

Posted by upsidedown119 > 2015-09-29 14:48 | Report Abuse

hng33. If you are indeed sharing the truth, I thank you for your altruism. It's a good thing as many forums are full of fibbers.

Posted by hng33 > 2015-09-29 14:58 | Report Abuse

upsidedown119

hahaha, I'm here just for sharing my trade; buy, sell, reap profit, cut loss, i posted here, nothing to hide, nothing for twisting, as there is absolutely unnecessary at all. But, believe or not, its up to your discretion, afterall, only myself is going to bear my own decision making :D)

Posted by hng33 > 2015-09-29 15:25 | Report Abuse

talk doesn't cook rice...... i buy back even at higher price.....instead of waiting for Maybank due to its underperming....therefore, need to adjust plan, use margin line first in hope can free up capital in Maybank later

Posted by upsidedown119 > 2015-09-29 16:43 | Report Abuse

hng33. Congrats! Maybank at 8.40 now.

Posted by hng33 > 2015-09-29 17:06 | Report Abuse

upsidedown119

Maybank closed at 8.39, slightly higher than my average cost now at 8.362 after take into account today batch using margin line at 8.31-8.32 :D)

Posted by Roger123 > 2015-09-29 19:16 | Report Abuse

I don't like maybank but I like cimb

Posted by samsoongyc > 2015-09-29 19:29 | Report Abuse

I don't quite like Roger123 he think I m food...

Posted by hng33 > 2015-09-29 20:32 | Report Abuse

Kahhoeng

At first, i hesitste to use my margin line....but since today maybank offer another bargain and puncak deal is getting closer....prompted me to gear up....hope can degear back by free up capital in Maybank if its share can perform better....otherwise just opt to entitle its DRS at 7.50.

Posted by hng33 > 2015-09-29 20:38 | Report Abuse

CIMB Group, DRS price fixed at 4.56, but share price now trade at 4.53. In contrast, Maybank, DRS price fixed at RM 7.50, share price trade at 8.39. Nonetheless, CIMB share price indeed is attractive now, at record lowest level....technical rebound can be expected, but upside could be cap due to close link to political risk.

Posted by Roger123 > 2015-09-29 23:47 | Report Abuse

Food or foot or fool?

Posted by samsoongyc > 2015-09-30 00:05 | Report Abuse

Haha...when u talk foolishly many ppl will notice my fren !!!

Posted by samsoongyc > 2015-09-30 00:06 | Report Abuse

Syndicate don't win all the time ok.....I can out wait them !!!

Posted by kahhoeng > 2015-09-30 07:52 | Report Abuse

hng33, I think CIMB's risk is not so much on the political side, but its foreign shareholders are among the highest (leads to more volatility and downward pressure on share price) and its business exposure in Indonesia, Thailand, and China could drag down its performance. In the past few quarters, dismal performances in Indonesia and Thailand are the major reason CIMB's results are disappointing. I personally like CIMB too given its regional exposure and had fallen from its 3 years peak of RM 9. But guess I will wait till December to decide. Plus, no much money left to invest anyway...

Posted by number12 > 2015-09-30 08:15 | Report Abuse

no one can 100% confirm the share price will up, so no use margin, invest in share must steady, no rush, no greedy, margin will make you stress and you will make wrong decision on the pressure. use extra money loss then is ok, margin, you need to paid the debts. share market is been control, so holding power must be strong, not margin.

Posted by speakup > 2015-09-30 09:41 | Report Abuse

Parkson fly like rocket.....Puncak???
Like I say already, buy Puncak = miss opportunity in other flying stocks.

Posted by hng33 > 2015-09-30 09:47 | Report Abuse

speakup

Parkson fly like rocket....MAINLY because of thestar weekly coverage, and 10sen dividend after disposed Parkson Asia to Parkson retail.

On the other hand, Puncak WILL fly like rocket...once take over deal complete, and declare special dividend RM 1/share......and the next will be KPS....Abbass deal to degear KPS inot net cash follow by splash deal potential reaping handsome return if valuation at 1x book value

Posted by speakup > 2015-09-30 09:52 | Report Abuse

that is puncak old story. hold onto that old story = miss many $$$ opportunities. have to consider opportunity cost.

Posted by speakup > 2015-09-30 09:54 | Report Abuse

Parkson 10sen special dividend can shoot up from rm1 to rm1.20. 20% rise.
Puncak rm1 special dividend can't even shoot up.

Posted by hng33 > 2015-09-30 10:02 | Report Abuse

speakup

old story??? of course is old story due to dragging for almost 1 year, BUT is mainly due to political tussle internally in PKR (change MB) + political tussel between PR (state) vs BN (fed).......IT NOTHING TO DO WITH PUNCAK FUNDAMENTAL ITSELF.

Now, the old story is about to revive back again as master agreement reinstated with supplementary agreement + 4 other operation agreement = take over deal at least reach 90% progress with last miles....RM 1.55 billion cash payment to Puncak

Posted by hng33 > 2015-09-30 10:05 | Report Abuse

speakup

Parkson 10sen special dividend can shoot up from rm1 to rm1.20. 20% rise.

Puncak RM 1 special dividend indeed shoot up Puncak share from RM 2.20 in 2013 to surge up to RM 3.75 at the end of 2014 after former MB khalid first annunce the take over Puncak.....but share slump back mainly due to delay as state clearly above.

Posted by fzank > 2015-09-30 10:15 | Report Abuse

lol ... heehehe ... pooncak share not interested only to shoot up 20 sen hehehe .... this share will shoot the whole load out once confirmed the payment ... lol barkson & hair-asia also mati-pucuk soon hehehehe

Posted by fzank > 2015-09-30 10:17 | Report Abuse

fun-mgrs coming back to this share ... lol ... fireworks soon ... abang Rozali bukan main-main ..

Posted by hng33 > 2015-09-30 10:23 | Report Abuse

Tomorrow, we enter into month of Oct already, odds is expect in favor of water theme stock back again....Puncak and KPS......Oct = water theme. hahaha

Posted by goodguess > 2015-09-30 10:24 | Report Abuse

looks like puncak is crawling up.In current market scenerio, i would take speakup and hng33 price movement hint and divide by 2. So puncak is to move up between 50c to 70c. That i believe is the fair increase.

Posted by fzank > 2015-09-30 10:33 | Report Abuse

pooncak coming soon ... can introduce to me "MISS" opportunity ??? .... hehehehe .... water-rationing going on already a BIG hint of what's to cum .... hehehe i mean come

Posted by fzank > 2015-09-30 10:36 | Report Abuse

announcement soon ???? hehehe

Posted by fzank > 2015-09-30 10:38 | Report Abuse

lol ... better buy your tickets now .... train gonna start to move soon hehehe

Posted by kahhoeng > 2015-09-30 10:50 | Report Abuse

speakup, it would seems to me there are two issues surrounding Puncak that needs to be addressed before investment from investors:

(1) Despite what was said, there is still no certainty that the deal will be completed according to schedule, especially after so many delays and blame game between state and federal

(2) negative anal-yst reports emphasizing only 2.90 per share from water asset disposal (omitting the fact that Puncak will have at least 3.60 cash per share upon disposal and full conversion of sukuk/warrants, will be much higher if no full conversion) and its losing money O&G business in the wrong sector (despite the fact that its rather small relative to its balance sheet and it still has over 500 million of asset, of which its landbank in Kuala Selangor is worth more than 180 million already based on recent ECO-World purchase)

Once at least of the above issue is addressed, we should see a spike as suggested by hng33, though its hard to say by how much, given so many negative anal-yst reports

Posted by hng33 > 2015-09-30 11:11 | Report Abuse

kahhoeng

(1) Despite what was said, there is still no certainty that the deal will be completed according to schedule, especially after so many delays and blame game between state and federal

comment: Yes, cannot 100% confrim, but the odds is in favor now, highly expect month Oct = month of water theme

(2) negative anal-yst reports emphasizing only 2.90 per share from water asset disposal (omitting the fact that Puncak will have at least 3.60 cash per share upon disposal and full conversion of sukuk/warrants, will be much higher if no full conversion) and its losing money O&G business in the wrong sector (despite the fact that its rather small relative to its balance sheet and it still has over 500 million of asset, of which its landbank in Kuala Selangor is worth more than 180 million already based on recent ECO-World purchase)

comment: negative analyst reports vs. positive analyst report, indeed have certain impact on share price performance, especially if it is publish in widely circulate news portal...startbiz. But these analyst can changing target price anytime that may be bias and suit their certain objective and different analyst have different target price due to 'half true' calculation or 'miss account' Puncak actual balance sheet and sum of part valuation. However, retail investor cannot hold these analyst to responsible for their 'goodwill' report or rectify them, its beyond our control. nevertheless, we can trust what is written in Puncak circular, Puncak financial report.

Posted by samsoongyc > 2015-09-30 11:48 | Report Abuse

What ever what analysts says if u hav cash now u can hav a smashing time shopping in klse haha.....

Posted by hng33 > 2015-09-30 11:50 | Report Abuse

I resume dual exposure on both Puncak and KPS. Once water theme on, KPS will perform even better in turn of percentage gain than Puncak, therefore, its better to have exposure on both water theme stock :D)

Posted by kahhoeng > 2015-09-30 12:26 | Report Abuse

alas, forgot to add, 0 - 15 days to go...

hng33, yes, read more company announcements and reports before making decision.

Posted by hng33 > 2015-09-30 15:01 | Report Abuse

hahaha, just sold off all Maybank at 8.48, realize very handsome NET PROFIT 6sen/share x BIG volume (capital + margin line)...degear and deleverage all :D)

Posted by ckk2266 > 2015-09-30 15:06 | Report Abuse

hng33
Take my hat off to u

Posted by hng33 > 2015-09-30 15:21 | Report Abuse

ckk2266

You too well done, lets roll again in Puncak and KPS for next water theme trade

Posted by hng33 > 2015-09-30 15:26 | Report Abuse

hahaha, CIMB (bought at 4.47) could be next Maybank, hope can repeat again, reap more and more profit while waiting for Puncak and KPS next water theme

Posted by calvintaneng > 2015-09-30 15:27 | Report Abuse

Well done? Next could be done in.

October Great Crash coming.

Only QE4 will it. Or else be prepared for a blood bath

Posted by calvintaneng > 2015-09-30 15:28 | Report Abuse

Only QE4 will avert the Great October Crash!

Posted by fzank > 2015-09-30 16:14 | Report Abuse

hahaha ... don't be a soilsport .... lol ... if oct crash .... hehehe just wear helmet lah ... lol better still get some products from carex

Posted by fzank > 2015-09-30 16:20 | Report Abuse

hehehe what does Queen Elizabeth has to do with the Great October Crash ??? lol ...

Posted by Roger123 > 2015-09-30 16:27 | Report Abuse

6 cents? Handsome profit? Omg. Roger <-- Fainted

Posted by upsidedown119 > 2015-09-30 16:40 | Report Abuse

hng33. Congrats!

Posted by speakup > 2015-09-30 16:43 | Report Abuse

puncak 2.60!!!!
everything up today....puncak down. need i say more? by holding onto your puncak, you miss opportunity to make money in other flying counters like parkson.

Posted by iamnat > 2015-09-30 16:44 | Report Abuse

Good on you Hng

Posted by sudahkena > 2015-09-30 16:44 | Report Abuse

Miss first date by azmin - 1 oct???

Posted by hng33 > 2015-09-30 16:45 | Report Abuse

Bought more Puncak at 2.60-2.61