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2019-10-07 11:58 | Report Abuse
insas definately Uptrend by looking at its chart .. just wait for break out above 835 85 first .. hold die die ... tis week must go higher than 0.845
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2019-10-07 10:19 | Report Abuse
汤国基：INSAS是BURSA最低估的股票
在渔村高呼＂我的股票是BURSA最被低估的股票＂是拿督斯里汤国基，他是英莎（INSAS 3379）创办人兼最大股东，英沙最新股价是RM0.73，市值大约为5亿7000万令吉。
〈一股一观点〉 略举一个例子，就可看到英莎被低估的情况，该公司持有半导体科技公司美昌益纳利（INARI 0166）的19.1%股权。INARI最新市值约为49亿8800万令吉，英莎手上的这批股票就值9亿5270万令吉。
单是这笔股票价值，就差不多是英莎市值一倍。
每股现金54仙股价73仙
还有英莎手上有两笔现金，一笔是5亿5368万令吉，一笔是1亿1463万令吉，扣除长期贷款3亿983万令吉和短期贷款2048万令吉，相等於每股现金54仙。
用美国投资大师彼得林治的观点来看，英莎股价RM0.735，减至54仙现金，其低估程度非常严重。
英莎每股净有形资产是RM2.59，然而过去十年，除了二零一四年和二零一七年两年，有几个月时间股价是高於RM1.00，其它大部份时间都是在60仙至80仙之间浮沉。
为什麽其每股净值那麽高，但是股价却一直在低位？分析员的看法是，英莎业务过於多元化，盈利表现不稳定，管理层又不愿派息回馈股东，因此无法吸引投资者持有其股票。
谈了英莎价值被低估和原因後，我们回到起点，大股东汤国基和弟弟汤国云明年二月需将手上的英莎凭单转换为母股。
英莎凭单（INSAS WB）最新股价是4仙，行使转换母股价格是RM1.00，明年二月廿五日满期。
汤国基持有31.45%或8341万张凭单WB，弟弟持有11.97%或3174万张凭单，两人需在明年转换所有凭单，合共需掏出1亿1515万令吉。
转换凭单将持61.66%英莎 汤国基或申请豁免
关键问题是，两兄弟将所有凭单转换後，两人将持有61.66%英莎股权，这将触动全面收购条例，那汤氏兄弟就需准备更多银弹。
为避免展开全面收购，汤国基正向有关当局申请可以豁免全面收购，以利英莎发展。
说回历史，英莎是在二零一四年时通过发行1亿3870万股优先股，发行价格RM1.00，筹1亿3870万令吉，以扩大股票行M&A的业务。
认购优先股（PA）可获配2张凭单，凭单期限五年，期满可以RM1.00转换为母股。
汤国基目前持有25.05%英莎，弟弟有11.19%，M&A持有18.77%，即汤国基通过直接和间接，共有55%英莎股权。
市场会注意到底汤国基会否获得大马交易所豁免全面收购，同时也会留意英莎股价变动。
英莎截至今年九个月净利为6391万令吉，营业额为1亿3300万令吉。
业务太过多元反是鸡肋？
若以英莎持有＂和氏璧＂，即各公司的股权来看，它是被严重低估，然而，叫投资者不愿投资金的事实是，过去十年来，其股价一直都在RM1.00以下，投资者没有机会赚到其差价。
英莎最值钱的资产就是手上的19.1%美日益纳利（INARI 0166）股权，它也持有OMESTI集团（OMESTI 9008）的10.18%股权，和合建筑（HOHUP 5169）的13.29%，DGS集团（DGSB 0131）的25.48%，成业家具（SYF 7082）的7.98%股权。
此外，它又通过OMESTI持有微想科技（MICROLIN 0126）的61.53%股权。
英莎业务非常多元化，包括股票行，信贷，金融科技P2P，租车，餐饮，奢华时装等。
旗下较出名的品牌包括DOME，M&A证，PACIFIC RENT A CAR。
奢华时装有CHLOE，ALAIA，ELLERY等。
一些投资大众因为看到INSAS的价值而买进，等了多年仍毫无成绩，又没有股息奖励，这一次汤国基要掏钱出来转换凭单，行使其责任，英莎股价会因此推高吗？
〈一股一观点〉 认为，英莎的潜能是否会爆发，是＂假以时日＂的问题，但是＂假以时日＂要多久呢？没有人有答案。
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2019-10-07 10:01 | Report Abuse
insas slow like turtle... but once break 835 then rocket fly
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2019-06-21 15:21 | Report Abuse
cb counter PBA i all in liao and stuck for nearly 1 year hahaha
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2019-02-27 14:00 | Report Abuse
if this round still posted bad qtr ... then really mean KYY is better than jaks director ... if i am jaks director .. sure post good quarter report to slap gao gao KYY ... make KYY malu .. make KYY follower regret to follow a SELL call by KYY
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2019-01-30 09:40 | Report Abuse
less ppl interest this fitters.. whole telegram only me look at it = = hahaha
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2019-01-28 23:08 | Report Abuse
THE proceeds from the proposed Penang water tariff review will be used solely to fund important water projects for the future, said Penang Water Supply Corporation (PBAPP) chief executive officer Datuk Jaseni Maidinsa.
He said the state government was implementing various socio-economic projects now to achieve the Penang 2030 vision of becoming a family-focused, green and smart state that inspires the nation.
“The aspirations of ‘Penang 2030’ cannot be achieved if Penang does not have enough water supply.
“Moreover, the people of Penang expect to enjoy continuous good water supply with no water rationing towards 2030 and beyond,” he said in a press statement.
“Penang’s average daily water demand has increased by 11%, from 744 million litres per day (MLD) in 2008 to 826 MLD in 2017.”
He also said Penang’s water demand was projected to reach 1,884 MLD by 2050, according to the independent ‘Masterplan Study for Potable Water in Penang towards 2050’.
Jaseni also noted that Penang’s population had increased from 1.55 million people in 2008 to 1.76 million people in 2017, adding that PBAPP’s customer base has increased from 476,179 consumers in 2008 to 604,547 consumers in 2017.
Another reason, he said, was that the number of trade water consumers (including multinational manufacturing companies, hotels and all kinds of businesses) in Penang has amost doubled, from 58,707 trade consumers in 2008 to 86,546 consumers in 2017.
“Penang needs sufficient water to support projects for the future, such as the Gurney Wharf, Batu Kawan Masterplan and Penang South Reclamation — Three Islands Project.
“According to an online portal , Penang’s per capita GDP in 2016 was RM47,332, the second highest in Malaysia after Kuala Lumpur.
“PBAPP must consistently stay ahead of Penang’s water demand to ensure that the people continue to benefit from progress.”
Jaseni also said that due to planning, development and funding considerations, major water supply projects could not be realised in a year or two.
“For example, the projected development period for the Sungai Perak Raw Water Transfer Scheme (SPRWTS) is seven years.
“The state government has implemented a ‘No Water Rationing’ policy in Penang for the benefit of the people.
“We must remember that Penang is a water-stressed state. PBAPP’s primary objective is to avoid water rationing in Penang at all costs,” he said.
On Penang MCA handing Chief Minister Chow Kon Yeow a letter objecting to the likely increase in water tariff rates, Jaseni urged MCA to “think about the good of Penang”.
Jaseni said things have changed significantly in Penang since 2008.
“Due primarily to increased domestic water consumption, PBAPP’s water subsidies for 2017 and 2018 amounted to RM163.2mil. In 2017, PBA Holdings Bhd reported operational profits after tax (PAT) of RM37.28mil.
“How may we continue to justify RM80mil a year subsidies when PBAPP needs to raise sufficient funds for projects to ensure water sustainability and security for Penang in the future?
“The proposed tariff review is not aimed at putting more money into PBAPP’s pockets. It is to protect the future of Penang and its people,” he said.
Read more at https://www.thestar.com.my/metro/metro-news/2019/01/25/protecting-penangs-future-pbapp-water-tariff-review-needed-to-realise-longterm-vision/#732eL5TGuLZWpPEt.99
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2019-01-28 20:12 | Report Abuse
Tomorrow Fitters Wb huat gaolak ... BOOM BOOM
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2019-01-16 13:49 | Report Abuse
PBA Holdings Bhd’s is seeking a water tariff revision to raise RM501.0 mln to invest in five water supply projects in the State between 2019 and 2021. This takes into consideration that water demand in the State is projected to rise 128.0% to 1,884 mln litres per day from 826 MLD in 2017. (The Edge Daily)
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2018-12-17 09:46 | Report Abuse
with such low price .. dont buy right issues lo .. cos after ex date .. price sure below 30 sen hahaha
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2018-11-29 10:45 | Report Abuse
Why the maintenance cost on Nov 2017 due to the flood was charge this Q??
purposely want to ask ppl throw at CHEAP .. CB lang PBA CEO
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2018-11-28 18:00 | Report Abuse
result out liao .. no surprise .. sad
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2018-11-22 11:07 | Report Abuse
PBA queue so many seller to block ppl on buying it .. just wait d operator push up d share price ..
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2018-10-17 17:27 | Report Abuse
吉隆坡17日讯）水源，土地及天然资源部长西维尔指出，政府将重新检讨和调涨水费，以便国人珍惜水源。
他说，目前，我国每人每日平均用水量为211公升，超出180公升平均量。他指出，槟城人每日平均用水量为276公升，是最高的州属，接着是霹雳（260公升）及雪兰莪（220公升）。
因此，他说，政府要把用水量下调至180公升或接近该数字，确保国人节约用水。他今日在国会问答环节，如是回答人民公正党士拉央区国会议员梁自坚的附加提问。
他说，会出现大量用水情况，是因为我国水费过低，相比其他国家，我国水费偏低，况且政府已20年没有检讨水费。“因此，不久的未来，我们将检讨和调高水费，以及减少用水。”
对于巫统瓜拉吉挠国会议员拿督斯里依斯迈询问政府在直接饮用自来水的进展和措施，西维尔说，我国水管里的自来水是可直接饮用，不会有问题。
“假设有（问题），是因为地方问题，与滤水站无关。全马滤水站输出的水都可以饮用。”
此时，依斯迈询问是否也直接饮用自来水，西维尔立即回答，确实直接饮用水管自来水。
他也说，目前，该部草拟国家水源政策，以便可以有更全面的国家水源计划框架，解决现有的机制缺点，确保保各州内水源的安全和可持续性。“该政策也会涉及森林保护、生物多样性、保护集水区和土地等。”
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2018-10-08 16:14 | Report Abuse
PBA vol come liao lo .. dont missed it ! someone keep collecting !
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2018-10-04 10:13 | Report Abuse
go in to break new high soon .. some one is incharge in pba ..
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2018-09-27 09:46 | Report Abuse
hiong gan pba ... GG sleeping counter ..
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2018-09-25 10:54 | Report Abuse
GG got price gap this counter.. not so nice .. easy kena trap beware if u want to contra
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2018-09-24 10:04 | Report Abuse
no choice .. PBA operator no power ...
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2018-09-07 09:25 | Report Abuse
VERY GOOD
AT LONG LAST PEOPLE NOW FLY TO THE SAFETY OF PBA
THIS IS A TSUNAMI SHELTERED STOCK WITH THE STRONGEST FUNDAMENTAL
WATER IS A BASIC NECESSITY OF LIFE
A NEED AND A LUXURY.
well said sifu calvin
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2018-09-06 10:20 | Report Abuse
finally MOVE ABIT ! hiong gan stock !
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2018-09-05 10:38 | Report Abuse
jiasak la .. wont move hahahahaha hiong gan PBA
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2018-08-28 09:50 | Report Abuse
lanjiao la State goverment .. pls privatise .. CCB ...
General
General
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2018-06-12 16:19 | Report Abuse
operator dont want goreng bo bian la .. nabeh sien ... faster goreng pls
General
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2018-02-27 14:00 | Report Abuse
if 880 break then no nid to sell dy ..
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2018-02-14 10:09 | Report Abuse
soon going to fly . just wait
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2018-02-05 11:29 | Report Abuse
mbsb doin so well in this morning .. power support
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2017-11-29 12:22 | Report Abuse
d operator just too tricky and pro .. i guess will wash out alot of weak holder .
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2017-11-14 22:44 | Report Abuse
who buy before ex and hold until today will get entile the perdana share , even u sold today ..
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2017-11-01 21:12 | Report Abuse
hello !! how all doin .. long time didnt come .. now becum dealer dy very busys ! insas chart is weak .. dont sapu 1st.. wait me call buy !!
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2017-10-10 23:50 | Report Abuse
https://t.me/joinchat/CdAJc0LcEzbUhRVYUM6QGg
hope Trader can join this group for discussion !
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2017-10-10 23:49 | Report Abuse
https://t.me/joinchat/CdAJc0LcEzbUhRVYUM6QGg
hope Trader can join this group for discussion !
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Stock: [INSAS]: INSAS BHD
2019-10-07 14:53 | Report Abuse
lousy stock insas ... haha ... still 82 sen ...