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Last Price Today's Change   Day's Range   Trading Volume
6.23   +0.02 (0.32%)  6.19 - 6.23  6,100
142 comment(s). Last comment by allenroy at Aug 21, 2018 10:49 AM
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newbie4444
231 posts

Posted by newbie4444 > Jan 11, 2018 04:40 AM | Report Abuse

So many selling RM 5 better?


kakashit
1451 posts

Posted by kakashit > Jan 11, 2018 11:46 AM | Report Abuse

Ya, Honda SG old stocks cleared dy, new production fully complied with Euro Emmission standard.

Honda Malaysia for sure is doing good with the newly open Johor 4S centre. Honda has taken over Toyota for the first seat in the non-national car segment for a long time.

So far I dun forsee Toyota has any new model that can compete with Honda, Sienta already sienz liao, lol

Plantation is a no brainer, it will grow itself.

the hospital is also closing the breakeven gap.

SG hotel already refurbished.

Most importantly Japan Yen borrowing is depreciating with the strenthening of Ringgit, thus less debt amount to repay.

So what are u waiting for? forget about Aberdeen.


great
28 posts

Posted by great > Jan 13, 2018 01:02 PM | Report Abuse

Aberdeen kept selling, but slowly. Look like in no hurry to dispose a huge quantity but nevertheless cutting their stake. Before they achieve their target, they would likely give in to the price you want.


pakatan_harapan2
1849 posts

Posted by pakatan_harapan2 > Jan 15, 2018 11:59 AM | Report Abuse

Under Pakatan tax Oriental RM 1 billion to avoid GST.


Jamie Ng
3 posts

Posted by Jamie Ng > Jan 17, 2018 10:13 PM | Report Abuse

Since the valuations is cheap, can I buy and hold for long term?


great
28 posts

Posted by great > Jan 19, 2018 12:18 PM | Report Abuse

Boring stock for years aldy. Keep going down. You must have the gut to hold, Substantial shareholder like Aberdeen kept selling abeit slowly. Until they achieved their targe, the price is not going to go up. Testing your endurance. Valuation is attractive


sleepingtiger
149 posts

Posted by sleepingtiger > Jan 24, 2018 04:18 PM | Report Abuse

Finding support at 6.50 though Aberdeen keep on throwing.
Fundamentally sound stock.
Sentimentally Abredeen is fed up as it does not perform well for its shareholder.


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Jan 27, 2018 12:46 PM | Report Abuse

Earning for this financial year should be very good, with PE likely to be just below 10.
Hopefully, better dividend above 6 sen will be declared the next quarter.


great
28 posts

Posted by great > Feb 2, 2018 04:27 PM | Report Abuse

Think so n hope so


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Mar 6, 2018 05:56 PM | Report Abuse

Just 6 sen again.


great
28 posts

Posted by great > Mar 16, 2018 10:23 AM | Report Abuse

overly stingy despite cash rich


great
28 posts

Posted by great > Mar 21, 2018 09:01 PM | Report Abuse

Again, boring stock..


great
28 posts

Posted by great > Mar 21, 2018 09:01 PM | Report Abuse

Again, boring stock..


great
28 posts

Posted by great > Mar 21, 2018 09:02 PM | Report Abuse

foreign funds have no patience now, they kept selling


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > May 4, 2018 03:43 PM | Report Abuse

Aberdeen has lost their patience. still selling


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > May 5, 2018 09:22 PM | Report Abuse

Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > May 24, 2018 02:35 PM | Report Abuse

yep, its been a while since the management rewarded its loyal shareholders


Posted by FAIRnREASONABLE > May 5, 2018 09:22 PM | Report Abuse

Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.


kyy_superinvestor
268 posts

Posted by kyy_superinvestor > May 30, 2018 07:17 PM | Report Abuse

Quarter report released but lower yoy
zzz


Jon Choivo
1671 posts

Posted by Jon Choivo > May 30, 2018 09:37 PM | Report Abuse

Fairly decent set of report. Quite ok.

Im thinking of buying more lol. But really no money.


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Jun 5, 2018 11:22 PM | Report Abuse

Good share price recovery despite general market down.


tsohg
4 posts

Posted by tsohg > Jun 6, 2018 11:38 PM | Report Abuse

why forex loss so much at plantation segment in q1 2018?


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 7, 2018 10:54 AM | Report Abuse

added more at 6.50. i like that the BV has grown above RM10 now.


Jon Choivo
1671 posts

Posted by Jon Choivo > Jun 7, 2018 08:12 PM | Report Abuse

RNAV is closer to 20.

I just found eksons. Looks ok, selling at less than net cash. But shit business though.


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 8, 2018 02:36 PM | Report Abuse

i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 9, 2018 10:15 AM | Report Abuse

wishful thinking is maybe in few years to come when its heathcare segment starts to contribute a stable and significant source of income, perhaps a spin-off?


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 9, 2018 10:22 AM | Report Abuse

most of its debts are in yen to finance the plantation business. therefore appreciation of yen will have much negative impact. anyway, its FX translation losses.


tsohg why forex loss so much at plantation segment in q1 2018?


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 9, 2018 10:30 AM | Report Abuse

possible, as their assets have not been revalued since the 1970s. if u add in the hotels as well.

Jon Choivo RNAV is closer to 20.


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 9, 2018 10:33 AM | Report Abuse

perhaps Oriental can follow the footsteps of Sime Darby by unlocking much of the hidden assets, make it leaner and at the same time increase the dividends payout, ROE etc.

but seriously, you won't find a cash generating machine elsewhere that is comparable to Oriental


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Jun 10, 2018 04:25 PM | Report Abuse

Anyone can comment on the financial impact of the land reclamation in Melaka?
Will it contribute significantly?


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Jun 10, 2018 04:46 PM | Report Abuse

Hotel business in Malaysia is generally not profitable.
I am pleasantly surprised that OHB's hotel division contributes decent profit.


Jon Choivo
1671 posts

Posted by Jon Choivo > Jun 10, 2018 05:02 PM | Report Abuse

I decided there is not need for me to go into net cash companies that have shit business.

When they are decent businesses that are more undervalued even on a NTA basis. Such as orient, plenitude etc.

However, im always very tempted to just buy like 1-2% just because its so cheap and it just feels like picking up free money.

======================================================================
Posted by Fabien Extraordinaire > Jun 8, 2018 02:36 PM | Report Abuse

i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 10, 2018 05:45 PM | Report Abuse

assets play consists 25% of my portfolio

but these companies must be profitable and at least decent growth


Jon Choivo
1671 posts

Posted by Jon Choivo > Jun 10, 2018 07:38 PM | Report Abuse

Other than Orient and OSk, what do you have? For net asset plays?


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 10, 2018 08:34 PM | Report Abuse

Insas


Posted by Jon Choivo > Jun 10, 2018 07:38 PM | Report Abuse

Other than Orient and OSk, what do you have? For net asset plays?


FAIRnREASONABLE
247 posts

Posted by FAIRnREASONABLE > Jun 10, 2018 08:38 PM | Report Abuse

Both Orient and OSK fulfill
1) High NTA, resulting in low Price/Book Value (NTA) less than 0.5
2) Profitable consistently, resulting in PE less than 10
3) Diversified incomes, resulting in less volatility in combined business sectors
4) Consistent dividends, resulting in better return (in addition to price appreciation) than fix deposits in bank
5) Future growth

Of course, confidence in top management & controlling shareholder is another top consideration. Trust deficit in top management often leads to "undervalued" share price


Jon Choivo
1671 posts

Posted by Jon Choivo > Jun 11, 2018 08:18 PM | Report Abuse

Id suggest you take a look at plenitude, daiman and KSL as well.

======================================================================
Posted by Fabien Extraordinaire > Jun 10, 2018 08:34 PM | Report Abuse

Insas


Jon Choivo
1671 posts

Posted by Jon Choivo > Jun 11, 2018 08:20 PM | Report Abuse

Tropicana is also decent.


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 11, 2018 08:26 PM | Report Abuse

Oh, I owned Plenitude and Daiman 6 or 7 years ago. Liquidated my positions with decent profit. I also made good profit from Kuchai, KSeng, Goldis and PMCorp.

So assets play have been quite a success to me personally.


Posted by Jon Choivo > Jun 11, 2018 08:18 PM | Report Abuse

Id suggest you take a look at plenitude, daiman and KSL as well.


Fabien Extraordinaire
756 posts

Posted by Fabien Extraordinaire > Jun 11, 2018 08:33 PM | Report Abuse

But i have to say need a lot of patience. Perhaps i'm lucky.

Not so much patience for FACBInd though. Hahaha...gave up on the company. Return over 3 years barely beat FD.

Oh ya, i also made decent profit on Paramount.

I think that's all i had in regards to assets play, over my 9 years of investing journey.

By the way, I also owned TA.


allenroy
136 posts

Posted by allenroy > Jul 17, 2018 10:26 AM | Report Abuse

there is a opportunity to buy in today for this counter


allenroy
136 posts

Posted by allenroy > Jul 20, 2018 10:34 AM | Report Abuse

good gain today......still good to pick up


allenroy
136 posts

Posted by allenroy > Jul 20, 2018 10:34 AM | Report Abuse

fly high

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