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2023-11-19 03:17 | Report Abuse
Francis is a player. He will play his game ... now collecting it cheap via Nominees... once ready will launch GO at 1.20 to 1.50... he has strike a deal with Hamdan. YTL always wants 100% of an asset.
2023-11-19 03:14 | Report Abuse
YTL won't play with the "dirty" brothers.. what is the benefit ..wait for old man to die only then can remove brothers and fly.n
2023-11-19 03:09 | Report Abuse
#dam82.. it will come down by 80 sen after DV of 80 sen.. so let the negative comments have a field day enjoying their prediction. UP pays good DV. After 10 years paying 1.8 avg per year .. even price is 15... I am happy... and so will the negative commenters...
2023-11-19 03:04 | Report Abuse
#speakup... dream on.. It's just another bank...just coz it's cheap doesn't mean it's good. Just like our affin... but mbsb market cap is more than affin... or even Alliance... logic will tell its overpriced
2023-11-18 14:30 | Report Abuse
Let's wait for Q3 analyst presentation on their website.
2023-11-17 15:07 | Report Abuse
Hamdan and Francis sudah agree deal.
2023-11-17 14:55 | Report Abuse
General offer coming? 1.20 or 1.50?
2023-11-17 08:26 | Report Abuse
Will take easily 24 mths to clear the excess manufacturing capacity. That's if non of them add more capacity. TG and Harta has shut down some capacity all these has to comeback into operation before Gloves can make decent money to justify current valuation.
2023-11-17 08:25 | Report Abuse
China still sells Gloves cheaper than Msia. How to compete. The great profit enjoyed during pandemic made many Chinese companies to venture into Gloves and now overcapacity.
2023-11-16 17:52 | Report Abuse
Sorry #dam82 that I got ur msg wrong. Enjoy the ride. UP is always generous with their DV. 90% of profit. They keep remaining cashflow for replanting 4% of their total estate.
2023-11-16 17:47 | Report Abuse
Need BNM approval. See how long MBSB and MIDF to get approval..its is a long haul before any announcement.
2023-11-14 08:45 | Report Abuse
Hence why GentS kept their cash pile. With this plans cleared it makes sense for GentS to move ahead.
2023-11-14 08:44 | Report Abuse
#MM, this was already part of their licence requirement to perform expansion at a certain period. Its not a surprise to many fund managers who follow GentS. Only to a retailer its a news but its already part of the licence when SG Govt gave them the right to start a gaming bz.
2023-11-12 10:42 | Report Abuse
Next target for a deal after Bplant is Affin. After this GO, Swak will buy over Affin to help LTAT repay its debts.
2023-11-12 10:38 | Report Abuse
RWLA debt service will be a hit. USD5b invested there via borrowing. @ 6% its USD300M per annum or USD75M per Q. That's the big problem.
2023-11-12 10:36 | Report Abuse
#Michael you may be right coz RWLA is gonna impact the groups profits. However Cashflow before debt will be big positive. We should not see Genting from PAT angle but EBITDA and total debt angle. End of the day it's the cashflow which matters.
2023-11-12 03:07 | Report Abuse
If the brother are in it for money, would they sold long ago. They would have sold the company when the father died. Bodoh la #dam82.
2023-11-12 03:05 | Report Abuse
#dam82... isn't the entity selling a state owned entity... how did u know the brothers selling? I also kelapa pusing. Pls get ur facts right. If u invested at 1.00 won't u sell some at 16?
2023-11-12 03:02 | Report Abuse
What ang pow. Owners enjoying on holiday. Who cares abt the company. They have become FAT...
2023-11-12 03:00 | Report Abuse
Let's wait for Q3 results.. Will be re rated by analysts.
2023-11-12 03:00 | Report Abuse
Debts will reduce by 2 sen and NTA will increase. Unless oil price collapses big, there is no effect on BA. Go up also not much impact. They just collect the rental rate of the FPSO. This is a steady cash cow like a REITs... just an over geared REITs.
2023-11-06 19:04 | Report Abuse
YTLP is working on a GO at 1.20. Now, all their supporters collect to accept the offer at 1.20. Wait for the game to unfold slowly. Easily, the last 3 day supporters collected 5%. UOB still has another 12%. Total shares with YTL and supporters is about 35%. IPO was sold at 1.20, so all can exit via the GO.
2023-11-04 16:53 | Report Abuse
Collect more this coming week.
2023-11-03 07:42 | Report Abuse
Ran up the Hill #Calvin.. sell water to SG lots of money to make. No more Tun issue and now have Sultan of Johor/ future King to support them as partner. Make Johor great again. This also helps many of your plantation stocks in Johor.
2023-10-31 09:07 | Report Abuse
Looks like can't get the required approvals from Govt. May be another similar BPlant saga. Hehe hehe..
2023-10-24 20:56 | Report Abuse
Putin sick not good for oil price?
2023-10-18 00:32 | Report Abuse
Once pref shares issued, Felda will sell their FGV ordinary shares or some bumiputra corporates may inject some of their estates into FGV and dilute Feldas shareholdings. Wait till Jan 2024 for action.
2023-10-17 00:06 | Report Abuse
#5354 looks like you do not know what Felda and FGV is doing to solve the shareholding issue. Pls read up.
2023-10-11 18:44 | Report Abuse
#Max, look at the quantum. Normally O&G hard to get long term loans. So 5Y is acceptable. So its refinancing of 600M taken in 2019 and balance of 105M refinanced to 2028 from 2023. Good part, BA is bankable.
2023-10-08 18:33 | Report Abuse
Hope the takeover happens at 1.55. Make all happy.
I have left this ship at 1.50 and went into Affin. Thanks to advice from some here. However, I wish the best to all those in BP. Hope the 1.55 comes faster. All the best.
2023-10-02 14:03 | Report Abuse
By 2025, the balance sheet will be almost zero debt. Any extra or extension of the contract will be pure cash to BA. We need to take that into account, too. With clean balance sheet BA can target new contracts ie Akai and others.
2023-10-02 12:24 | Report Abuse
Thanks Niki for sharing. I assumed that, too.
2023-10-02 08:31 | Report Abuse
Well said #MM78. We need to analyse BAs tenure of contracts vs Yinsons.. I believe Yinson avg tenure is longer.
2023-10-01 21:46 | Report Abuse
Buy or sell... I also don't know. He talks like #felix888...
2023-10-01 21:45 | Report Abuse
My sifu says FA its worth more than 1.00 but TA is not good till breaks 65. Once 65 breaks...FA kicks in. But until FA kicks in TA rules...
I also don't understand his talk...
2023-10-01 21:41 | Report Abuse
#Unicorn... R U a Technical Analysis (TA) or Fundamental (FA) person. FA needs knowledge and lots of hard work and time but lots but always TA wins.. BA is a FA stock and must buy when TA calls a buy and sell when TA says sell... I am also learning from my sifu..
2023-10-01 13:56 | Report Abuse
After Pref Share, Felda keep the Pref Shares and do road show to sell down the ordinary shares to meet public spread? Felda bought the ord shares at 1.30, so any sale above 1.30 is profit to them.
2023-10-01 13:55 | Report Abuse
If I read u correctly, the Pref Shares is taking back all the old Felda asset injected into FGV @ IPO by Felda. So which is better to hold, or hold both, or sell both.
2023-10-01 13:53 | Report Abuse
Tq #EVEBITDA for ur detailed explanation. So FGV will be transformed into normal plantation company with their remaining non Old Felda Land. And we can enjoy the upside.
2023-10-01 12:55 | Report Abuse
I assume it has to fill the gap at 62.5 ie before the fall happened.
2023-10-01 12:53 | Report Abuse
Any chance to share ur next resistance levels #UnicornP
2023-10-01 12:52 | Report Abuse
Thanks #UnicornP. Learning something new. Tq again.
2023-09-30 23:44 | Report Abuse
Investor77..its not abt the take takeover price. Its abt politics. The willingness to sell 100K ha of land owned by an entity which once sold they can't claim it or have 100K ha again in the same/similar location. If only they knew they had to work to keep their asset.
2023-09-30 21:16 | Report Abuse
Where is the cup and the handle...
Stock: [ARMADA]: BUMI ARMADA BERHAD
2023-11-20 16:48 | Report Abuse
Can look see 62 to 63 sen.. the major resistance once breaks 58.