Retailers have to understand proper investing... Learn this important theory...
The Team A Team B Theory
You must know there are two teams for buy n sell to work team A is the individual Team B is the related companies... Team A acquired shares while the price in uninteresting accumulation or via discounted prices of PP, ESOS etc. Team A is cashing out but how? Team B help Team A to cash out rich by rallying up the shares. Team B stays and incurring paper loss but not a problem because they are really investing.. These companies can turn profit later ... can wait for years Team B can cashing out years ahead later... This is merely a theory..ok
"B2. Group’s Prospect ERP and IoT segments are expected to contribute impressive future earnings for the Group"
Every QR written the same kikiki taking salary management sin ka lan a bit in QR also lazy to write zzz. Every night only know to happy in papaya farm. This time should wake up, let's sell another dream to new investor to join the club ye. Tight tight~
2018 RI, share price dropped from 0.43 to 0.26, very briefly, after 2 weeks only it soared to 0.56. Currently price dropped from 0.27 to 0.18. Will history repeat itself?
Farming methods to be updated By JOSEPH KAOS JR NATION Tuesday, 26 Oct 2021
KUALA LUMPUR: Malaysia will be focusing on modernisation and smart farming methods as it aims to transform the country’s agrofood sector in the next decade, says Datuk Seri Ismail Sabri Yaakob.
The Prime Minister said the new National Agrofood Policy 2021-2030 (DAN 2.0) will continue the momentum and success of its predecessor launched in 2011.
He said since the launch of the policy, the contribution of the agrofood sector to the country’s gross domestic product (GDP) has seen an average annual growth of 6.8% up to 2020.
“This is an almost 100% increase compared with the GDP growth in 2010. Total food exports also increased at an average annual growth rate of 6.4%, from RM18.1bil to RM33.7bil (during the same period).
“Indeed, today’s agrofood sector provides an added value and has the potential to increase the income of participants in the supply chain.
“DAN 2.0 aims to continue the agrofood sector development agenda, with a focus on efforts to improve the country’s food security.
“These efforts will be successful through modernisation and smart agriculture as well as by strengthening the agrofood value chain.
“The policy will also prioritise efforts to increase productivity as well as improve the income and quality of life of producers,” the Prime Minister said in a recorded speech at the launch of DAN 2.0.
Ismail Sabri said the focus on modernisation and smart agriculture would be supported by financing funds, investment incentives, and manpower to increase the adoption of Fourth Industrial Revolution (IR4.0) technologies.
“Research and development, as well as commercialisation and innovation, will be the pulse of the development of the agrofood sector,” he added.
Ismail Sabri said the implementation period of DAN 2.0, which is until 2030, was in line with the 2030 Sustainable Development Agenda.
He added that smart agriculture was also one of the Key Economic Growth Activities outlined in the Shared Prosperity Vision 2030.
Through DAN 2.0’s framework and action plan, Ismail Sabri said the country was targeting an average annual growth of the agrofood sector to be at 4.5% during the 12th Malaysia Plan period.
Agriculture and Food Industries Minister Datuk Seri Dr Ronald Kiandee said the ministry is confident of Malaysia’s agrofood sector’s ability to grow further.
“Throughout the pandemic, many sectors suffered a downturn, but the agrofood sector was the only one that showed positive growth.
“With such a comprehensive plan, and with close monitoring by the ministry, the agrofood sector will continue to expand,” he said after the launch event.
Malaysia will be focusing on modernisation and smart farming methods as it aims to transform the country’s agrofood sector in the next decade......=> it is a new trend for smart farming.
Hydroponics IOT Solutions on 50 acres of land in Gua Musang, Kelantan. For this project, the Group estimates that it would be able to install up to 4 greenhouses for every acre of land. Based on the abovementioned estimated cost of RM0.275 million per greenhouse and a total of 200 greenhouses to be installed, the Group estimates its initial funding requirement for the provision of Hydroponics IOT Solutions to be approximately RM55.00 million.
=> Example of the potential of this Hydroponic farming:
Hydroponic farming profit in India On a 5000 square feet area The margin of profit- 69000 INR/Month = RM 3868 / month / 5000 square feet
The above just an example of the estimated calculation for sharing purpose only and may not represent the actual, depending on the selling price of the crops.
@aspenvit 2018 RI, share price dropped from 0.43 to 0.26, very briefly, after 2 weeks only it soared to 0.56. Currently price dropped from 0.27 to 0.18. Will history repeat itself?
Most of us here hoping for a rebound, definitely someone is collecting the dip now
hoot9e996, appreciate your true comments and I totally agreed to them. I am a LT holder for more than 3 years, since 53 cents and average down, i still have fate so long the QR shows good results and improvements in cash flow and got rids of the shadow of old timber company and be a full tech company. I prepare to hold long for another few years if the growth rates are getting higher and higher. However, the scarring parts of Proposed RI and its RI price, after heavy conversion of PA last year of more than RM50million, and yet they still need so much moneys. i never thought they go for RI instead they should go for PP as more big fellows knowing them would join them with PP.
Having strong fate in these tech company and suddenly the RI and heavy DIP has erased my dream, last night and tonight i doubt i have good sleep, may be till next week.
To fully subscribe for RI is no issue to me, but the fate to the management becomes so doubtful.
the real issue now is waiting for the confirmation on right issue pricing and when. really hope a new investor would join in the company has too high free float 80%. that free float + extra shares will dilute the company value.
many companies under Right issues practice and the final answer will be drop non stop.. same game operators. Look at Pasukgb, saudee , cheetah, many many more
ARB BERHAD – The well-known timber transformed cloud player in Malaysia had proposed to undertake rights issue exercise for their expansion plans. Based on my years of experience involving in the retail market, retail investors generally would shun rights issue, and the reason is still unknown even to today.
So as an investor, is it wise to subscribe for ARBB’s rights issue?
To answer this million-dollar question, first we must have a deeper understanding on ARBB’s proposal on the rights issue.
From what we know, ARBB had approximately 608.21 million numbers of common share and 467.13 million ICPS, which would sum up to be 1,075.4 million maximum diluted ARBB shares. For the sake of those who are not familiar with corporate exercises, you may refer to the chart prepared by Mercury Securities to have a better understanding on the company.
From the proposal itself, we know that ARBB had mainly allocated the funds to expand into a key new business venture – hydroponics IOT solutions.
ARBB had made a name in the ERP, IOT and Smart Home space, but it seems like the management would like to take it a step further by venturing into this new business segment. Basically, hydroponic farming is a type of modern farming technique which involves the usage water to replace soil to grow plants. In the absence of soil, the roots of plants are exposed to water and nutrient rich solutions that contain all the nutrients and substances required to grow a plant.
Hydroponic systems can be established in various scales ranging from small-scale hydroponic systems that are set up at yards or balconies of houses to grow vegetables for households’ consumption, to large-scale hydroponic systems covering acres of land to grow crops for commercial purposes. Some large-scale hydroponic farms also set up their hydroponic systems vertically which consumes less space by utilising layers of racks that are stacked on top of one another to grow crops.
As large-scale hydroponic farms are set up for commercial gain, it is crucial to ensure efficiency in managing the operations in order to consistently produce high yield and good quality of crops. Large-scale hydroponic farms can enhance their operational efficiency by integrating ICT solutions into their hydroponic systems to automate certain functions such as injection of nutrients and required substances, and ambient control (i.e. light, temperature and humidity). A hydroponic system integrated with ICT solutions is known as computerised hydroponic system or smart hydroponic system.
So basically, ARBB is set for another stage of growth now. Assuming that all ICPS were converted and all rights shares are subscribed, that would give ARBB a surplus of RM73.33 million on top of RM55.0 million required for the high-growth hydroponic IOT solutions business segment. The management had not identified potential investment yet, but judging from the recent announcement and ventures into the cloud business, it must be cloud related investments.
All in all, this is expected to bode well for ARBB as rights issue will not dilute existing shareholder’s right as long as they fully subscribe the shares, and this could further strengthen ARBB’s growth as well as power up the company for next level growth space. Don’t forget even with the rights issue dilution, ARBB is still deeply undervalued with single digit P/E ratio.
In my opinion, any sell down or panic selling in ARBB shares in the upcoming trading days is an extremely good opportunity for investors to invest in the company. Personally, I aim for RM0.50 as my TP in the midterm post rights issue.
Recommendation 4: Assisting more SMEs The 12MP document paid scant attention to identifying the most critical issues facing Malaysia’s 1.15 million SMEs. Academic research into the problems SMEs face today indicate liquidity issues and the inability to grow; lack of access to appropriate technology; the inability to develop relevant skill sets; and lack of ability to collect market information and gain customers. Past government programmes to assist SMEs have only reached a small number of those in need.
One of the problems is the limited reach of government initiatives, while another problem is the lack of effectiveness. Too many SMEs have found the conditions to obtain assistance too difficult, and banks have imposed strict loan conditions such as collateral, support documentation and past performance records to qualify for loans. The national liquidity squeeze due to delayed payment in both the public and private sectors requires a practical solution. Rather than create another agency to assist contractors to get paid quicker from the government, a national factoring scheme could be put into place to expedite quicker payments and increase the velocity of money around the economy. SME proprietors do not have time to attend full-time vocational courses as they are working full time. There should be a radical shift in education towards part-time to teach basic SME finance, management, marketing and technology skills. It is also well worth studying how the Thai government assisted the development of SMEs through the One Tambon One Product (OTOP) scheme, when it was in operation, in arranging trade fairs as well as travel expos to new markets and customers, and developing online business models.
Industry 4.0 and digitisation are well and good once the nation’s SMEs develop a critical level of health, are skilled up and ready to expand. Unfortunately, for most of Malaysia’s SMEs, they are not ready now.
Anyhow I am still confident with ARB. Short term maybe no , but mid term, long term ? What if there are a big turnover and return on coming QR ? I guess being confident is nothing wrong if they company is having the value behind.
Luckily is no buy yet, See later nearly closing nice or not, Today keep challenging 0.175-0185. Wait a good point enter, make me some ayam goreng money.
Company fund can be increased by : 1. profits from business operations 2. sales of assets that are no more useful for business operations 3. share issuance to ESOS, PP, Rights Issue
Investors are avoiding companies that have directors who are only good in option 3 which is most convenient and fast at the expense of shareholders.
Investors expect cash-rich companies to reward shareholders not extract more money from shareholders.
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....
icon2021
203 posts
Posted by icon2021 > 2021-11-05 23:12 | Report Abuse
Retailers have to understand proper investing... Learn this important theory...
The Team A Team B Theory
You must know there are two teams for buy n sell to work
team A is the individual Team B is the related companies...
Team A acquired shares while the price in uninteresting accumulation or via discounted prices of PP, ESOS etc.
Team A is cashing out but how?
Team B help Team A to cash out rich by rallying up the shares. Team B stays and incurring paper loss but not a problem because they are really investing.. These companies can turn profit later ... can wait for years
Team B can cashing out years ahead later...
This is merely a theory..ok