Posted by DO RE MI > 2018-09-26 09:08 | Report Abuse

thaks for the info MM

Posted by Kymkym > 2018-09-26 09:23 | Report Abuse

Up up up... Sell... Hehe

Posted by Kymkym > 2018-09-26 11:46 | Report Abuse

Sold all share...... Up up up

Posted by Striker90 > 2018-09-30 15:58 | Report Abuse

http://www.chinapress.com.my/?p=1367065

Posted by Striker90 > 2018-09-30 15:58 | Report Abuse

Cost down, margin Up~ goreng time

Posted by Striker90 > 2018-10-02 10:55 | Report Abuse

就不信你不破1.00 ， 爆发要来了的

Posted by Striker90 > 2018-10-04 09:07 | Report Abuse

Hahaha, Alex you are pressing the price lol

Posted by henry1112 > 2018-10-04 09:41 | Report Abuse

jowong7, 铺排企业活动例如？

Posted by Sinopsis > 2018-10-06 19:17 | Report Abuse

Come on.wake up.

Posted by Sinopsis > 2018-10-06 19:18 | Report Abuse

Oversold already

Posted by sengkee > 2018-10-08 10:15 | Report Abuse

safe to buy now? nampak murah je..

Posted by henry1112 > 2018-10-09 12:10 | Report Abuse

@jowong7 有道理，我也发现到确实有人在压台保持价位。所以你觉得种种动作会是对小股东有利还是不利?

Posted by sengkee > 2018-10-10 11:37 | Report Abuse

Hohup-WA which is RM0.02/0.025 now will expire on 21 Dec 2018. Exercise Price is RM0.60. Mother now RM0.41.

TNlogis-WC which is RM0.015/0.02 now will expire on 26 Dec 2018. Exercise Price is RM1.00. Mother now RM0.92.

Genting-WA which is RM0.09/0.095 now will expire on 18 Dec 2018. Exercise Price is RM7.96. Mother now RM7.60

Actually what affects their prices? Can have such a huge difference.

Posted by Kymkym > 2018-10-11 09:30 | Report Abuse

Sell.... Bye

Posted by henry1112 > 2018-10-11 16:25 | Report Abuse

oh no by the time i come back ald 0.90, ok will grab more

Posted by henry1112 > 2018-10-11 16:52 | Report Abuse

how no hope?

Posted by James Ng > 2018-10-13 11:39 | Report Abuse

https://klse.i3investor.com/blogs/general/178023.jsp
[转贴] [TIONG NAM LOGISTICS HOLDINGS BHD：全球和区域经济环境预计将对其核心业务，物流和仓储服务部门构成挑战] - James的股票投资James Share Investing

Posted by Sinopsis > 2018-10-13 17:45 | Report Abuse

Wake up wake up

Posted by henry1112 > 2018-10-15 14:24 | Report Abuse

its not about when it can rebounds, its about when it touches the bottom....damn

Posted by vioscity > 2018-10-16 14:19 | Report Abuse

this year no have dividend announcement ?

Posted by deathgodwoairuo > 2018-10-22 19:43 | Report Abuse

why stil so many people exercise the warrant?

Posted by Kymkym > 2018-10-24 11:00 | Report Abuse

Up up

Posted by Doer > 2018-10-25 11:17 | Report Abuse

Recession is coming, seem it will still in low fly~~~

Posted by henry1112 > 2018-11-09 16:09 | Report Abuse

thanks for sharing.

Posted by henry1112 > 2018-11-16 11:55 | Report Abuse

EPF also selling out, any hope for this stock in short term?

Posted by deathgodwoairuo > 2018-11-16 21:06 | Report Abuse

any news for QR?

Posted by Ggll9999 > 2018-11-22 15:27 | Report Abuse

No hope for this counter

Posted by henry1112 > 2018-11-23 16:20 | Report Abuse

ya..keep dropping..any bad news coming out?

Posted by deathgodwoairuo > 2018-11-23 22:26 | Report Abuse

warrant become toilet paper soon

Posted by chukai24 > 2018-11-26 09:39 | Report Abuse

warrant now have NOTICE TO WARRANT HOLDERS IN RELATION TO THE EXPIRY AND LAST DATEFOR THE EXERCISE OF WARRANTS 2013/2018

Posted by 6257 > 2018-11-26 18:10 | Report Abuse

GG liao

Posted by deathgodwoairuo > 2018-11-26 18:58 | Report Abuse

haiz..rubbish counter...

Posted by Ggll9999 > 2018-11-26 21:04 | Report Abuse

Upset

Posted by nnMM > 2018-11-27 00:34 | Report Abuse

If they book in the 80million property sales this quarter, the result will be very handsome. Dunno why they did not do so. Maybe, they predict this year will have no new launches, they smoothen the sales so that the property segment won't look so ugly next quarter

Posted by Kymkym > 2018-11-27 08:29 | Report Abuse

Damm down badly

Posted by nnMM > 2018-11-27 14:00 | Report Abuse

Economy is bad.

Posted by 6257 > 2018-12-03 19:46 | Report Abuse

Warrant mati lo

Posted by 6257 > 2018-12-04 15:32 | Report Abuse

8397wc until this friday only.

Posted by henry1112 > 2018-12-17 16:09 | Report Abuse

this stock still got hope?

Posted by lwyy60 > 2019-01-01 04:39 | Report Abuse

Cash flow not good, soon issue share liao..Good luck all.

Posted by dompeilee > 2019-01-17 16:15 | Report Abuse

Bought TNLogis @ 73c ( 3:04pm)

Posted by commonsense > 2019-01-23 11:47 | Report Abuse

Tiong Nam would have actually posted a core loss of around RM1mil in 2Q19 if we were to exclude all the non-core profits amounting to RM3.2mil (gain on disposal, impairment gain, gain from quoted investment and forex). The depressing results just shows how challenging the logistic market has become at the moment. The anticipated ecommerce boom did not translate to higher profit for the company (and also its competitors) even though revenue has seen a big jump in the past 10 years.

The industry will only be more crowded in the future given that some online platform companies had also decided to participate in the logistic industry. Lazada which is backed by Alibaba has its own logistic company under the brand Lazada Express. The company is touted to allocate a capex amounting to RM1bil for the expansion of its logistics arm. Refer to Lazada Malaysia CEO interview with BFM: https://www.bfm.my/bg-christophe-lejeune-lazada-malaysia-lazada-a-years-worth-of-sales-in-one-day.html

Even if the company managed to bounce back and record a core profit of RM15mil in FY19, the company would still be valued at 22x PE which is high given the doubts on its being able to deliver any consistent profit growth in the future (in view of the challenging industry outlook).

If you are looking to diversify your portfolio outside of Tiong Nam Logistics (due to its earnings uncertainties) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

For FY19 growth will be driven by the still high demand of new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. I am projecting a profit to shareholder of RM160 mil for FY19 which at the current price values MBMR at only 6.2x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analyst is around RM3.50.

Good luck.

Posted by commonsense > 2019-01-30 04:30 | Report Abuse

Hi Jowong7,

Yup. Unlike other logistic companies, Tiong Nam prefer to own all the warehouse asset themselves including the land. The idea of carving their warehouse assets and parking it under Reit has been touted for a long time (i think i first heard of it in 2015) but it has never materialised. Given the increase of the global interest rates trend, listing the warehouse REIT now might not get the best valuation that the major shareholder is looking for. I honestly believe that they had missed the boat to list the warehouse Reit. Should have done it in 2016.

Any listing would only be done later given the current market uncertainties.

Regards.

Posted by nomadmy > 2019-01-30 22:40 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 52,800 shares on 18-Jan-2019. EPF also can not stand the loss :-)

Posted by shpg22 > 2019-02-18 23:48 | Report Abuse

TNLOGIS is highly leverage with poor cash flow. Better stick to more decent logistic company like FREIGHT, CJCEN

Posted by Shinnzaii > 2019-02-19 09:31 | Report Abuse

wew....dive mode

Posted by henry1112 > 2019-02-19 13:50 | Report Abuse

shit.....no way to run ald

Posted by Dingdongbell > 2019-02-21 09:17 | Report Abuse

Super low now 63 only, I bought some and wait.. this counter used to be more than 1.40

Posted by Alex5398 > 2019-02-21 16:29 | Report Abuse

tnlogis最坏的情况已经过去，现在经济通缩，等国行调降利息，到时又是产托股的天下，现在是大笔买进的最佳时机！！

Posted by audrey74 > 2019-02-25 10:17 | Report Abuse

Why directors keep disposed their shares to TNTT Realty?