Posted by helmi3112 > 2014-07-25 11:35 | Report Abuse

long term investment. be patient

Posted by BuLLRam > 2014-07-25 11:51 | Report Abuse

yes last round also tidorr b4 rising to abv 1.00 again..lets load up n wait lohhhhh...nobody can tell u the timing rite???kokokokok....kikikiki....

Posted by SarifahSelinder > 2014-07-25 15:42 | Report Abuse

Nosebleed.... I tunggu tunngu AZ naik..... memang dah mati pucuk... kecewa I tak tahan lagi.. adoi

Posted by SarifahSelinder > 2014-07-25 16:58 | Report Abuse

AZ mati pucuk.. tak naik.....

my nosebleed getting worst..... sampai hatttiiii.. AZ tak naik naik : ((

Posted by sephiroth > 2014-07-25 16:59 | Report Abuse

that's why need to buy 15 to 20 stocks, few of them let them zzzz sooner or later will wake up

Posted by i3i2i1 > 2014-07-25 17:21 | Report Abuse

may be a trap!!

Posted by nordimohd > 2014-07-25 18:01 | Report Abuse

monitoring without position now and made rm30k by going in and out for last 2years...looking at the current situation after the right issue i believe azrb need to grow the bizz before moving up again...

Posted by Victor Valdez > 2014-07-25 18:06 | Report Abuse

Ahmad Albab la ini company...

Posted by BuLLRam > 2014-07-25 18:30 | Report Abuse

o.70 is low risk with good margin of safety...just need a lot of holding power n patience to wait for the dinggg dinggggg lohhhh...

Posted by nordimohd > 2014-07-25 18:34 | Report Abuse

hope so...but current pe just too high....

Posted by AhMoi > 2014-07-26 08:32 | Report Abuse

This is from Research Financials

2013-12-31 584,977 5,689 2.05 44.64 -- 0.77 22


Take note... PE for 2013 was 44.64


This is from Research Price Target

RHB...

We project its net profit to surge 5x between FY13 and FY15, backed largely by improved construction profits and reduced plantation losses.


Take note... net profit to surge 5x



So Forward PE is 8.93 ie 44.64/5... Not high at all... Taking a PE at 12 RHB FV at 0.96 is fair

Posted by AhMoi > 2014-07-26 08:38 | Report Abuse

RHB FV at 0.96 is fair and with >30% upside

and, this RHB FV has not taken into account the massive EKVE

Posted by tjhldog > 2014-07-26 08:56 | Report Abuse

Volume...

Posted by nordimohd > 2014-07-27 13:08 | Report Abuse

yep forward pe for 2016/17....!!??

Posted by AhMoi > 2014-07-28 15:11 | Report Abuse

RHB RM 2.217 billions projects in hand now is before the RM 1.55 billions EKVE project which the concession agreement had already been awarded to AZRB now pending compliance and commencement .


RM 3.767 billions will last for way beyond 2016/2017.



Say, if last for 3 years the turnover per year will be RM 1.25 billions per year... you go calculate the profit and PE yourself

Posted by nordimohd > 2014-07-28 16:42 | Report Abuse

remember recently azrb has rm1.2bil bon, >rm600+mil government soft loan, >rm150mil right issue n >rm200mil paid up reduction...total around 2 bil....n being poor man on the street i dont know how to equate of those to the p&l account but i believe with rm2bil it must have major eroding factor on current n future company value n p&l. ....
AhMoi u may be able to share your thought on the understanding n the impact of those to zarb value n p&l....TQ

Posted by nordimohd > 2014-07-28 16:55 | Report Abuse

...... for now my best guess fair value is around 40cent. ...i my be dead wrong. ..the resons bing 25cent paid up reduction, servicing of rm1.2 bil bon and >rm600+mil loan for may be next 5years to 15years? ??

Posted by steveooikp > 2014-07-28 17:24 | Report Abuse

Can buy?

Posted by nordimohd > 2014-07-28 17:24 | Report Abuse

....i.e azrb would start to go down to 40cent by next down turn startiing may be around end september 2014 onward once tenaga share swing up >rm14+ n start to go down probably to rm7+ to the end of 2015/early 2016.....again i may be dead wrong....

Posted by AhMoi > 2014-07-28 17:41 | Report Abuse

Nordi, the fact that AZRB is successful in its bond issue means that its financial standing is good and the projects its secured are viable.


The soft in soft loan means the interest rate would probably be at 3-4% pa. Likewise, the bond rate would also be lower than commercial banks rates.
These two are expected to be much lower than its ROE.


The RI may be dilutive but as its projects have been lined up for commencement or alredy started and the RI proceed immediately put into use to generate income ie in short for working capital.... I dont think the dilutive effect would be much.

Posted by Fortuneball > 2014-07-28 22:31 | Report Abuse

Stay sideline for a while...

Posted by Fortuneball > 2014-07-28 22:34 | Report Abuse

Jun 13, 2014 12:09 PM | Report Abuse
Can wait at .705 .71 levels lah

Posted by Investeye > 2014-07-28 22:46 | Report Abuse

For me, Any price below rm0.70 is a good opportunity to accumulate ...

Posted by nordimohd > 2014-07-29 09:41 | Report Abuse

AhMoi TQ for sharing yr thought anyway the bull mkt has been more than 5 years n i chose to side line (on buying) n waiting to cashout gadang, panpage n complet....and looking at the klci component shares i strongly believe the bull cycle just waiting to bear flash point before going down....so good luck...

Posted by nordimohd > 2014-07-29 14:40 | Report Abuse

this may help to understand a little bit what going around wth the investment trend.... http://www.cnbc.com/id/101873758

Posted by AhMoi > 2014-07-29 15:31 | Report Abuse

nordi, yes, one must always keep an eye on the big picture.

and, people in the markets are particularly worry that will be a crash when the US raises its interest rate

but, hell, BNM has already raised the interest rate in Malaysia now and funds are actually flowing in..... so when the US actually did raise its rate think there wont be much of an impact... Zeti is watching closely

Posted by SarifahSelinder > 2014-07-29 16:25 | Report Abuse

nordimohd bang oiiii..

u ada ada je la excuses.. ini la itu la

I lihat u sekejap AZ bagus sekejap AZ tak bagus.. what is d matter with u? U jujur ke?!

Posted by SarifahSelinder > 2014-07-29 16:31 | Report Abuse

Bang AZ naik la... jangan lembut je naik la

dah lama i waiting for u to naik

Cepat la... bang AZ .... Ramai dah kata kan yang bukan bukan

Posted by AyamTua > 2014-07-29 16:35 | Report Abuse

@sarifah: macam best jer bunyik "lembut .. naik.. waiting from lembik to naik" if any lady say that to me... if i am a stock... sekarang juga saya lompat macam singa rakuss! wakakaaa kikikiiiiii berapa mau? TP $2.00 TP$10.00 ??? kikiiiiiiii

Posted by AyamTua > 2014-07-29 16:43 | Report Abuse

@seripah: yg lembik kalu diurut urut cara tradisional pasti naik ..
ayam tua bolih jadi ayam muda kikikiiiiiii

Posted by SarifahSelinder > 2014-07-29 17:49 | Report Abuse

Gatai.. aje.. sopan skit

I cakap share la....

ni dah I lama tunggu ni... macam dah mati pucuk.. batang buruk

Posted by AyamTua > 2014-07-29 17:54 | Report Abuse

@kak seripah: let me introduce batang bagus memang sedap dan tahan lama sampai gst 2015: ifcamsc .... kikikiki bagus dari batang berjuntai tangkal putus kikikiki ... dijamin puas hati sekali cuba nak lagi ... penangan minyak gamat maduuuuu .... wwakakakakkaka

Posted by nordimohd > 2014-07-29 20:31 | Report Abuse

bull mkt for equity asset class has been > 5 years....other asset class such gold, intrest base assets, currency are waiting their turn to be under the sun...just to share what i feel of the current situation.....i may be again dead wrong....

Posted by nordimohd > 2014-07-29 20:47 | Report Abuse

Sarifah investment macam musim buah...sekarang musim durian semua org mahu jual durian tapi sapa yang jual d hujung musim akan meghadapi risko yang tinggi sbb org dah jemu n muak dgn durian...n sapa yg cepat tukar kpd penjualan jenis buah yg baru kurang risko n lebih beruntung.......
for sure now 2014 is cashout time n buying was in 2012/13... just to share wth u i bought azrb 300k unit in 2012 @70cent sold in 2013 @ 80cent.....swhich to gadang 500k unit @83cent in 2013 n now gadang last close rm1.97..

Posted by nordimohd > 2014-07-29 20:51 | Report Abuse

again as AhMoi said the awareness of overall mkt i.e the big picture is no.1 the rest just next to it

Posted by AhMoi > 2014-07-29 23:12 | Report Abuse

nordi, not quite sure what is gonna whack the market going forward....

Ukraine? nah
Iraq? nah
Gaza ? nah


Closer to home....

MH17... nah
BNM raising interest rate... nah

and, etc etc blah blah blah... nah

and what month is it now the FED tapering?? again, where is the crash??

nordi, tell me what do you think will whack the market?

Posted by nordimohd > 2014-07-30 05:52 | Report Abuse

AhMoi to me where the most money will flow to that will cause the equity mkt will slowly go down for 6 months to 18 months...such as bond (which has been bearish for long time) n come into life due to increase in intrest rate globally in near future and already starting to move up in msia...in msian inverionment alot of external fund has been rushing into msia starting feb just to chase last end of equity mkt bskl while the ringgit exchange rate still considered cheep n now they are cashing out especially from blue chips (probably main reason why klci difficult to move beyond 1890) and eventually the money will move to msian goverment bond for atleast 6 months to 24 months or to long term bond cause alot of money is required by msian government and local companies to finance alot of mega projects which are already in pipe line such as sipp, all the new highways n railways, rapid etc...to my gross estimation not less than rm200bil until 2020....
this is may be my very long shot view but once it happen we all are slowly trapped in indefinate loosing position in bskl....(slow death game) of cause once in future bskl goes down to very cheep level it will come to life again which in my long shot view would be in 2016/17 just the right time rallying for 2018 pru14....
this is just to share my 2cent opinion. ......

Posted by nordimohd > 2014-07-30 07:02 | Report Abuse

..and for azrb i have been monitoring since 2012 in beliving that it is cheep good counter which will be among main benificery of future mega projects that i said earlier....currently to me it just cleaning up n building up itself for those mega projects (it is long term play)......of course no exception any of bskl counter when mkt down it will follow (worst case fund manager will push down azrb to unbelivable price to buy cheep for may be a period around 6 months or it just simply follow natural down trend).....again this is my 2cent opinion n potentially deadly wrong cause this is just poor man on the street opinion wthout proper training n knowledge...

Posted by AhMoi > 2014-07-30 08:12 | Report Abuse

Ok, think we are in agreement that AZRB has the projects and will go up

it is just whether it will do so now or in the long term that is the BIG QUESTION....





RHB RM 2.217 billions projects in hand now is before the RM 1.55 billions EKVE project which the concession agreement had already been awarded to AZRB now pending compliance and commencement . 

RM 3.767 billions will last for way beyond 2016/2017. 

Say, if last for 3 years the turnover per year will be RM 1.25 billions per year... you go calculate the profit and PE yourself

Posted by nordimohd > 2014-07-30 08:21 | Report Abuse

i strongly believe azrb will go down to unbelievable level before non stop up cycle for at least 1 year to uncharted tritory with in 2016/17.....

Posted by AhMoi > 2014-07-30 08:23 | Report Abuse

Will BIG BRO do it now or later??

If you can make the money now, why wait?

Posted by nordimohd > 2014-07-30 09:04 | Report Abuse

currently starting last week i believe is small play probably 10cent to 15cent play by fund managers to dispose their position especially the warrent (cause it is 30+ cent free money maaa)....before pushing it down to buy back at horrible cheep price (rule of tumb half of the recent high i.e 50% of 80 cent to 90cent....???)

Posted by i3i2i1 > 2014-07-30 09:44 | Report Abuse

that bad?

Posted by BuLLRam > 2014-07-30 11:29 | Report Abuse

ahmad continue to zzzzzz for hari raya week....zzzzzz

Posted by AyamTua > 2014-07-30 11:30 | Report Abuse

sementera menanti buah gajus jatuh --> MASUK: IFCAMSC, AAX ...
kikikiki

Posted by Victor Valdez > 2014-07-30 16:15 | Report Abuse

nordinmohd ..i believe u r high on daun ketum..

Posted by nordimohd > 2014-07-30 17:18 | Report Abuse

hehe Victor u are probably right.....hehe....

Posted by SarifahSelinder > 2014-07-30 17:24 | Report Abuse

Puas dah I mandi air sejuk....

Bang AZ, I bagi u 14 days... kalau lembut lagi tak naik naik... Sori la I bye bye la sori.... I pergi ikut si jual nasi ayam tu. .. I tak sanggup lagi... : ((

Posted by Pitochu > 2014-07-30 20:19 |

Post removed.Why?

Posted by Pitochu > 2014-07-30 20:20 |

Post removed.Why?