Posted by Pakcik Saham > 2015-05-16 07:06 | Report Abuse

Yes over value...http://klse.i3investor.com/servlets/staticfile/260672.jsp

Posted by Sebastian Sted Power > 2015-05-16 09:14 | Report Abuse

pls don't hope on this counter. Rubbish IPO

MMC also disposed the share, please check

http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?=category=all&sub_category=all&alphabetical=All&date_from=15/05/2015&date_to=15/05/2015&company=5264

Posted by Sebastian Sted Power > 2015-05-16 09:15 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738845

Posted by Sebastian Sted Power > 2015-05-16 09:15 | Report Abuse

If MMC also disposed, the why we need to buy??

Posted by Syed Hidayat > 2015-05-16 10:28 | Report Abuse

ini cipalakoff boleh pakai?
bad sentiment at 1st day trading, morning said deal with 1mdb power plant then evening after trading closed only do press statement said BERNAMA has misrepresent their statement...WTF is that? it's look just like how the ministers working way to lari from the issues so stay away and don't trust much of this "highly debut IPO" if not you will be kena as same case as GST barang turun retarded shit! =P

Posted by Joel > 2015-05-16 12:38 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738853
ANGLO-ORIENTAL (ANNUITIES) SDN BHD
Disposed

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738849
DATUK OOI TEIK HUAT
Acquired.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738845
MMC CORPORATION BERHAD
Disposed

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738841
DATO' SRI CHE KHALIB BIN MOHAMAD NOH
Acquired.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738837
DATUK MUHAMAD NOOR BIN HAMID
Acquired.

你们有发现以上的DISPOSED 又ACQUIRED 吗？奇怪吗？
Disposed 是公司，(为什么舍得卖？：要用到钱咯）
Acquired 的是高层from Malakoff. （为什么他们敢买？相信他们晓得公司未来前景/方向）

我们外人，不知道公司的POLICY/政策，包括我只会听外界的khabar angin.

1. Malakoff 受惠于即将公布的11th MP。
2。 有机会，当然会以谨慎方式收购发电资产，
要不然(FY2016-2017)怎么提高营业额与净利呢？

3. 除了本地，MALAKOFF 还有很多海外收购选择呢！

Posted by Joel > 2015-05-16 12:40 | Report Abuse

净利成长傲人rm341.5mil ! (end of 2014)
营业额达 rm55 亿9千万。

Forecast for FY2015 & 2016
Profit After Tax reach rm400.1 ( 2015) mil &
rm586.7 mil in (2016).

5 年符合年均增长率达 14.3% !

Posted by Joel > 2015-05-16 12:41 | Report Abuse

选股，我认为不是要选到最完美的股项。

最重要Revenue and PAT increasing in every QR.

2. Div. At lease 70%. (虽然不是很多)

3. Fair Value rm2.18。

Posted by eric_b7b > 2015-05-16 15:01 | Report Abuse

all of you,
dun be situpid.

malakoff denied that interested in any shit of 1mbd.

today news.

so monday rally up

Posted by eric_b7b > 2015-05-16 15:02 | Report Abuse

dun worry , monday sure rm2++,


be patient

Posted by moven00 > 2015-05-16 15:48 | Report Abuse

Be Patient, that's what I can say...
Those who got it via IPo or bought from market on Friday, don't panic.
Noise is always there in market. There were always those who is pessimistic & of course those who are optimistic.
End of the day, it's the company performance & result that will reflect the price of the stock sooner or later.

Posted by jolie2 > 2015-05-16 16:12 | Report Abuse

Laughing Stock... HaHaHaHa

Posted by Christensen > 2015-05-16 16:35 | Report Abuse

“Moving forward, we aim to expand our effective power generation capacity to 10,000 megawatts (MW) and our effective water production capacity by approximately 150% by 2020."

The proceeds raised by Malakoff and the selling shareholders from the IPO amounted to RM1.80bil and RM940mil respectively, which brings the total proceeds raised from the IPO to RM2.74bil.

Of that amount, RM2.3bil was raised from shares offered to institutional investors through the bookbuilding exercise, investors approved by Ministry of International Trade and Industry and cornerstone investors.

Posted by Christensen > 2015-05-16 16:37 | Report Abuse

Based on the paid-up of five billion shares, its market capitalisation would be RM9bil.

Posted by Christensen > 2015-05-16 16:40 | Report Abuse

Southeast Asia’s largest independent power producer posted earnings of RM412.80mil in FY ended Dec 31, 2014 up from RM234.65mil in 2013 while its earnings were RM547.81m in FY12.

Posted by Christensen > 2015-05-16 16:56 | Report Abuse

Poor...
Forecast 586.7 million profit
Still poor
My target is 720 million for it

Posted by nice1 > 2015-05-16 18:07 | Report Abuse

Check total debts. Read in today paper rm15b
not sure after ipo or bfore
most profit goes to service bank interest

Posted by Pakcik Saham > 2015-05-16 18:11 | Report Abuse

This MALAKOF overvalue..PE 22.. dont tuch PE industry avg 11.8 ..only hope for EPF action to sapu

Posted by Pakcik Saham > 2015-05-16 18:16 | Report Abuse

according the prospectus Key Risks

Malakoff is exposed to various risks such as: Operational plant issues such as equipment breakdown which could lead to unplanned outages and which will affect the plant capacity payments. If the Group fails to deliver power for prolonged periods, it would put the Group at risk breaching its PPA contract terms and may lead TNB into terminating such contract, though this is relatively remote given Malakoff’s importance to national supply. We do see hiccups however, for example the Group’s total revenue in FY13 being down by 16% compared to FY12 due to operational issues at Tanjung Bin Power Plant. Natural disasters or terrorist attacks may also affect the plants’ performances. Disruption in fuel supply might affect the power plants’ ability to generate electricity and therefore could negatively affect the Group’s overall financial performance. Petronas is the sole supplier for natural gas while TNB Fuel Services is the sole supplier for coal. Each power plant signed a fuel supply agreement that runs concurrently with its PPA. High dependency on the sole fuel supplier would put the Group at higher risk. Delay in Tanjung Bin Energy Power Plant’s commencement of operations. Tanjung Bin Energy Power Plant is expected to commence operations on 1 March 2016. Though there was a delay in the construction progress earlier, Management has confirmed the plant’s construction schedule is currently on track and there will be no delay in its commencement of operations. However, TNB’s latest Manjung 4 coal-fired power plant faced difficulties in starting up and delayed for 12 days recently.

NOW the main risk is to buy 1mdb asset.....

Posted by Christensen > 2015-05-16 18:33 | Report Abuse

how do you got to know the debt
It doesn't disclose its financial report

Posted by Shaun Loong > 2015-05-16 19:00 | Report Abuse

Christensen, you may check their website here >>> http://www.malakoff.com.my/Media-Centre/Publications/Annual-Reports/

I have done the research on their debts as well. This company is very heavily levered with a total liability per total asset at 84.15% (FY12), 85.12% (FY13) and 85.76% (FY14). Also, note that among their total liabilities, 69.53% are long term debts for FY14. Because it is a sizeable company, even with a dilution of liabilities from the injection of equity, the total liability per total asset is still 65.63%, ie. for each share you buy, you're buying 65.63% of debt. This does not even include their preference shares yet...

Thank you.

Posted by neemdom > 2015-05-16 19:17 | Report Abuse

those bumi subcribers under miti got most of the share,before public issue

Posted by Christensen > 2015-05-16 19:19 | Report Abuse

Yes
If the loan got any interest raise
This company will be in trouble
I will prefer a bigger earning forecast

Posted by Shaun Loong > 2015-05-16 19:35 | Report Abuse

Yes thats true. All the earnings to pay the debtholders and barely anything left for the shareholders. Based on their past dividend payout history, average dividends per annum only 4 cents. With a 70% dividend payout policy, expected dividend only 6 cents p.a. At current price, expected yield from dividends is 3%.

I don't dare to forecast their earnings because too much uncertainties. Also historically, alot of fluctuations in their earnings.

Posted by Arefiq84 > 2015-05-16 22:52 | Report Abuse

In my opinions...malakoff are very competitive company and biggest power producer...the profit almost certain...last friday just a panic sell...the stock market are so unpredictable nowdays...just stay cool..malakoff will show its true color..

Posted by trader66 > 2015-05-17 00:03 | Report Abuse

Yup, a lot of uncertainties. Suggest to buy DGB as it may bounce back soon with possible target to exceed RM0.20 in 2-3 mths. It has a big deal with Rofarez, a co controlled by Ministry of Finance with GST solution.

Posted by trader66 > 2015-05-17 00:10 | Report Abuse

Business - The Edge

DGB Asia to join Rofarez Solutions in cloud-based venture
Published: 13 April 2015 5:20 PM


Automated identification and data capture (AIDC) solutions provider DGB Asia Bhd (DGB) will enter into a joint venture (JV) with Rofarez Solutions Sdn Bhd, a Ministry of Finance-linked company, to expand into the cloud-based business.

In a statement today, DGB Asia said the JV entails the distribution, implementation and service of cloud-based business solution products that provide integration on the software environment for businesses with proprietary development engines.

“The product will provide platforms to design and build solutions that are directly assimilated onto the cloud operating infrastructure. The system is also goods and service tax (GST) friendly, as customers can incorporate the new GST requirement into their current system without hassle,” it said.



A memorandum of understanding (MOU) was signed by both parties on April 10, 2015, according to the statement.
DGB Asia said Rofarez will be responsible for the product development activities, while DGB Asia will undertake the JV company’s management and products distributions.

The JV will also involve the development, distribution, implementation and service of the flagship cloud-based business solutions across Malaysia and Southeast Asia.

The new business is expected to generate a substantial increase in revenue and profit for DGB Asia in the coming financial year, the statement further read.

It also noted the finance ministry is a substantial shareholder of Rofarez, while Shell Malaysia is among companies that use Rofarez’s solutions. – The Edge Markets, April 13, 2015

Posted by Joel > 2015-05-17 14:31 | Report Abuse

有些投资者说MALAKOFF如同ICON 。认同吗？

ICON 低于IPO 股价为什么？
它上市时世界油价处于USD90-100，right？
现在呢？
不要说ICON好吗？
其他的OG CAMPANY 如THHEAVY，PERISAI， KNM， ALAM，等等。
他们现在都很低潮。（高低得看世界油价）

怎么不拿WPRTS ，OWG 与MALAKOFF比较呢？
WPRTS，OWG 从IPO 股价来到目前股价，相信都有一段距离吧！
为什么呢？
WPRTS与OWG 都是因为BUSINESS EXPAND，通过扩大生意，通过商机等等。
他们的营业额与净利才能提高。
如同MALAKOFF，也会寻找收购本地，海外资产啊！
就算MALAKOFF没有上市，PAT 也是很美.

MALAKOFF 在2007年七月中以每股RM10.35 / RM93亿令吉私有化。

RM2.18 是Fair Value，不是目标价。

Posted by kittheungmakmak168 > 2015-05-17 14:34 | Report Abuse

Fd stock,收着吧，没有评论～hihi

Posted by Joel > 2015-05-17 14:35 | Report Abuse

的确有些stocks是FD的。

Posted by kittheungmakmak168 > 2015-05-17 14:39 | Report Abuse

Westport 从上市的时候都已经评估前景无限好，一年多了，都翻倍了咯，的确还要有一定的背景啦，呵呵,.malakoff,可以收咯，只是某某消息的影响而已，迟点吧，hihi

Posted by Joel > 2015-05-17 14:43 | Report Abuse

没错的，的确是某某消息影响它目前。

Posted by Joel > 2015-05-17 15:28 | Report Abuse

美元走强对Malakoff 没有影响。

Posted by ks55 > 2015-05-17 17:13 | Report Abuse

Forget about Malakoff, and for the same reasoning, forget about those IPO with stabilizing managers. Up a bit, they sell, down a bit, they have to buy. After one month, the price will just purging non stop. How to make money???????

Posted by cooling > 2015-05-17 17:19 | Report Abuse

MALAFARKOFF

Posted by Joel > 2015-05-17 20:24 | Report Abuse

In Stock investment,

我们不能于拔苗助长。

Posted by nklye > 2015-05-17 21:22 | Report Abuse

The big shark may push it up to 2.00!

Posted by Sebastian Sted Power > 2015-05-17 23:30 | Report Abuse

wait 1.50

Posted by BRAVOZULU > 2015-05-17 23:56 | Report Abuse

this week can break new high.

Posted by eric_b7b > 2015-05-18 00:25 | Report Abuse

wah, looks like tomolo rm1.95 , then afternoon rm2.05

Posted by Christensen > 2015-05-18 00:55 | Report Abuse

1.80 price is already premium for energy stock
Which generate less profit and high gearing ratio
Compare to its competitor

Posted by Sebastian Sted Power > 2015-05-18 09:01 | Report Abuse

i bet this week new low

Posted by Stockdummy > 2015-05-18 09:06 | Report Abuse

Not until the price stabilzation quantum is exhausted.

Posted by Risk_Taker > 2015-05-18 09:18 | Report Abuse

Winter is coming.

Posted by bathgel > 2015-05-18 10:11 | Report Abuse

today will drop

Posted by jolie2 > 2015-05-18 10:13 | Report Abuse

stock that need stabilizer is a pondan stock.

Posted by Sebastian Sted Power > 2015-05-18 10:27 | Report Abuse

hahahha.. pondan

Jolie2 you are right!

Posted by i024466 > 2015-05-18 10:52 | Report Abuse

Dropped to 1.78 now, where is the stabiliser?

Posted by Risk_Taker > 2015-05-18 10:59 | Report Abuse

stabiliser also pondan. LOL

Posted by Sebastian Sted Power > 2015-05-18 11:31 | Report Abuse

Hahaha.. stabilliser also need to rest

stabiliser money come from where? Maybank or Malakoff?