SincereStock

@hundred-bagger don't dare to put high hope on that again lol but I also don't dare to leave this counter although I need fast cash in other counters. I afraid privatization announcement right after I leave lol so just keep parking some cash here first

2024-01-04 22:46

SincereStock

""
Posted by SincereStock > 2023-02-27 14:30 | Report Abuse

reentered today at RM0.800
""

"" Posted by SincereStock > 2023-02-28 09:07 | Report Abuse

cut queue sold at open price RM0.840, determined after in deep consideration that this stock has been in low price for long enough previously, sure many want to take profit at this point. good 0.40 profit for holding this stock overnight though, bough in just right after QR announced YTD to ride the short momentum of good result
""

managed to trade this counter overnight for profit at peak last year's february.

for this time, privatization or not, I dare to say the counter would have enough fundamental potential to break 0.84 and stay above after going through another 3 QR of satisfying good EPS, justifying to go higher than PE 5 albeit still no good dividend policy

2024-01-04 22:55

wallstreetrookieNEW

Public Packages Holdings
Stocks to Watch 2024

2024-01-18 22:35

SincereStock

retopped up a few more today at RM0.760 with profit locked from HARBOUR

2024-01-24 10:47

Albukhary

Very good earning company, but super kiamsiap.
0.375sen dividend.
Based on 266mil share, 0.375sen is just equal to RM1mil dividend payout.
The company is having PAT around 48mil per year, and announce RM1mil as dividend.
Really should award a MOST STINGY COMPANY award to PPHB.

2 months ago

Albukhary

Minimum should have dividend policy of 40%.
So RM48mil x 40% = RM19mil for dividend.
RM19mil / 266mil = around 7sen per share

2 months ago

Macrullen

Bro, if this company is paying high dividend. I think my capital has been double or triple up. Like master. This company is well known one of the most stingy companies in msia, many investors know that. Directors smarts, put company money FD in other way, every qr generate few mil then keep increase directors fees n bonus.

2 months ago

Macrullen

Although overall I still making on this counter approximately 10% I let go, but consider the money and time consumption I spent on this counter. Bursa got too many other choices. Bursa should acts like stock regulators in China , for those companies that make huge profit n stingy dividends should take legal action toward them.

2 months ago

Sslee

A dividend of 0.375 sen is an insult and treating minority shareholders like a begger. Meanwhile Directors get a fat check

2 months ago

Eric Lim

what contribution minority shareholders had made to the company so they deserve high dividend?

2 months ago

Albukhary

As a minority shareholder, what we looking is ROE.
If management not willing to distribute the profit, then management must do something with the cash pile.
Expand the business, so company can earn more money, then share price can go up.
If you just keep the money, no expansion, no dividend, then how share price can move.

For me, I think PPHB management is very good in hotel management business, their PRESTIGE HOTEL is very well managed, every customer that stay there before all very satisfy.

In this scenario, I think company should setup another hotel, and duplicate the management to 2nd hotel.
Penang tourism business is booming, company really should consider to expand on the hotel business.

2 months ago

Macrullen

Eric bro, u must be worked inside PPHB. A company to get public listed get money from investors for expansion help them make more if they could, u asking what contribution shareholders has made? Maybe pphb management thinking like you, that’s why they stingy.

2 months ago

SincereStock

@Macrullen agreed lol what a funny statement by Eric. you don't ask what your boss did to the company to deserve the company's profit. we minor shareholder own the minor piece of the company and we own the minor piece of the profit. there is no such thing as we deverse it or not because it is technically our own thing.

anyway guys, focus on the positive thing.

this QR is mei mei, cantik cantik, pretty pretty

2 months ago

SincereStock

today 6% up I take it as dividend, tml hopefully continue uptrend

2 months ago

SincereStock

last year the same QR (27 feb 2023) EPS only 4.35, price can rally till 0.84. this year 8.09 EPS can reach 0.835 only? face palm, hopefully good show later

recent support (before this QR announced) at 0.73 to 0.76 level, myself consider this as worst case scenario ground in case of serious profit taking

2 months ago

Sslee

Businese go public to raise cash/capital for business expension or to pare down loans.

So when business prosper isn't it fair to share the profit with shareholders who contributed the needed capital?

2 months ago

SincereStock

top up a few at 0.765

2 months ago

Albukhary

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Now is RM0.825, very soon can reach RM0.90)
TP 3 = RM1.20 (Hopefully can be achieved within Year 2024)

1 month ago

Up_down

Another small turtle quietly climbing hill slowly in steady manner.

1 month ago

daretocutandchange

if still stay around 80cts,l will buy some

1 month ago

Up_down

No company can beat KSL in term of kiamsiap. Share price flyies anyway.

1 month ago

lcng123

No dividend doesn't matter, as well as share price move up

1 month ago

daretocutandchange

please,wake up brother

1 month ago

Albukhary

Today wake up 0.5 sen

1 month ago

Albukhary

PPHB has back to its uptrend

1 month ago

unrealyangz

More dividend please, and the share price will go even higher

3 weeks ago

DividendGuy67

PPHB moving up nicely. New high since Dec 2020 high 0.895. I think more than 50% chance of exceeding that this round. Let's see.

Today is the 3rd consecutive days my portfolio made new all time highs in May.
In April, I counted the portfolio made new all time highs 10 days.

What a strong year this year has been. Thank-you Mr Market!

Thanks to PPHB, UOADEV and other greens offsetting reds, my portfolio made new all time high again today! Helped that KLCI closed green. Hope everyone made money!

2 weeks ago

DividendGuy67

PPHB inches up 0.5 sen, KLCI moved up to 1605! Today is 4th consecutive days my portfolio made new all time highs in May. CARLSBG and CAPITALA helped too. 23 greens offsetting 13 reds, one of the reds being LCTITAN.

2 weeks ago

lcng123

Quietly PPHB climbed to 93sen

1 week ago

DividendGuy67

I just blogged about PPHB. Nice moves. More to come for the patient long term investor - I'm thinking at least another 2 years if not longer as long as it keeps generating cash.

1 week ago

Albukhary

Yup, finally all the hardcore PPHB holder have been rewarded.

1 week ago

DividendGuy67

Yup. Thanks to PPHB, plus the greens offsetting the reds, my portfolio made new all time high again today. Thank-you PPHB, thank-you Mr Market. With so much cash, I hope one day it will decide to pay out some dividends and that is going to be very, very good for long term investors. Normally, "hope" is not a word I like to use when investing, but here, the longer term upside looks more promising than the downside given how much it has generated net cash the past few years. It wasn't always like this, but the company has changed the past 4-5 years and let's hope management continues to generate cash like this.

1 week ago

DividendGuy67

Fwiw, I do understand that the dividend declared has been extremely small, and I do understand that it looks like an insult. But for those with longer term orientation, it always look darkest before dawn.

The dad, founder, head honcho is 72 years old now, but he has his family in the Board and Senior Management with his 2 sons age 47 and 43 in the Board and Senior Management. Whilst nothing is guaranteed in investing, I feel it's great odds that over the next 2, 3, 5 years, the cash will keep building in the company. The continuity is there, it's in a great business profile wise.

Warren Buffet likes to say - after you buy, imagine that the security is no longer traded in Bursa for the next 5 years - would you be comfortable to own this business?

For me, in a diversified portfolio, my answer is definitely yes.

I don't need the daily quotes of Bursa to validate my ownership of this business.

I don't bet the farm, so, 5 years later, odds are good that they won't squander the Net Cash and by that stage, they have little choice but to do something with it. Family founded business rarely allow their children age 43 and 47 to kill the net worth built up, so, odds are good that it's worth owning and investing.

Just don't borrow, leverage and bet the moon on one stock.

For me, I stick to my position sizing and ignore the market price gyrations.

Sell something small like 5% of your holdings if you want to create a yearly dividend, if this action gets you to hold for several years.

The worst decision is to sell all for a company like this to earn 10% and then see the stock rising over the next 5 years.

1 week ago

DividendGuy67

When I first entered, its net cash was much lower and I entered at an average price of 58 sen.
After a while, last QR, its Net Cash is 55 sen, so, without selling, I already feel safe at 58 sen entry.
Time helps - the company generated cash regularly and the Net worth rises steadily as a result.
Next year if it makes 40 million PAT after paying fat checks to everyone, that adds another 15 sen to the NAPS and that's not a bad increase in Net Worth.
The following year, same idea.
And so on ...
The odds are overwhelmingly favoring buy and hold investors here for several years at least.

But as always, nothing is guaranteed in investing. So, don't bet the farm. But own some of it. It's good odds.

1 week ago

DividendGuy67

Fwiw, old investors always favor to get rich slowly, than win big and fast.

This stock is really great in a 30-50 stock portfolio - in this type of portfolio, the owner can't hep but get rich slowly but surely.

However, this stock should never be the 1 out of 1 stock portfolio, to get rich and fast.

If you are a hardcore Buffet fan, you are not wrong to quote that when he was younger 6 decades ago in the 1960s, he did not diversify but concentrated. He can do this because he won the lottery of being born in the US, a country that allowed him to be an activist and force management to unlock value, that even today in Malaysia, you are unlikely to be successful as an individual with PPHB.

So, no need to pick a fight with PPHB. Just own a little bit, in a diversified portfolio. Then, imagine market is closed for 2, 3, 5 years. When market reopens, odds are good the NAPS and Net Cash is much larger and odds are good that the price will rise to create that small buffer. Or if we are in a bull market, the mania at the tail end of a bull market will bid this stock up to ridiculous levels.

So, the risk is not having a position at the tip of the bull market mania.

1 week ago

Albukhary

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Achieved on 10th May 2024)
TP 3 = RM1.20 (Hopefully can be achieved within Year 2024)

1 week ago

daretocutandchange

orna right now 1.1,compare to pphb how much do you think ?pphb fundamental should be better????

1 week ago

speakup

Hmmm very strange. At all time high yet ppl grab grab

1 week ago

speakup

When cheap nobody grab
When at all time record high, all Rebutttt buy

1 week ago

speakup

After become like Mmag today. LOL!

1 week ago

SincereStock

@speakup lmao compare with MMAG which price is still at least 4x above it's mini tiny NTA

btw already got some stakes of PPHB at around 0.675, traded and earned a few in between it's up and down. now still holding quite a lot of shares here

1 week ago

SincereStock

please don't compare company without fundamental with company with fundamental

1 week ago

SincereStock

@daretocutandchange I hold some ORNA from price between RM1.00 to RM1.02, imo currently ORNA is even more undervalue than PPHB because it's NTA is much higher, only concern with ORNA if it's profitability recovery can presist

PPHB here also still undervalued with very persistence EPS and PE strongly and consistently below PE while price is also still below NTA

1 week ago

SincereStock

lock very few profit at 0.970 just in case, don't want to be too greedy. but still holding quite a lot of share while anticipating QR

1 week ago

DividendGuy67

Nice price action this week, past 4 weeks, and past year.

Thanks to PPHB and 25 green stocks offsetting 13 red stocks, my portfolio made new all time high again today. Thank-you PPHB, thank-you Mr Market!

1 week ago

SincereStock

@DividendGuy67 almost same here, thanks to PPHB and 8 green stocks offsetting 3 red stocks, my portfolio also made new all time high for several consecutive days already, hopefully uptrend continue for longer. thank you bullish market, looks like everyone make money in bursa now

1 week ago

Albukhary

99 sen is the All Time High for this counter.
Once break RM1.00, there will be no return in the future.
See you at RM1.20.

1 week ago

navi

grats, let's see rm1 tomorrow

6 days ago

SincereStock

grats all, all the best

6 days ago

SincereStock

cut queue sold a few more at 0.98, just in case, volume is building up this level slight below rm1

2 days ago