Justaboylearning

you are really a sly fox... you said that at 2.2, 2.3 , 2.4.

Now 1.9.... going downtrend.

With 20% loss, you need 25% gain to breakeven.
With 30% loss, you need 43% gain to breakeven.
With 40% loss, you need 67% gain to breakeven.

1 month ago

MrFox

dun worri! soon ur IQ will increase!!!!!
haha

1 month ago

StartOfTheBull

Pure bull wrote that it is a so called "A1" stock. After price slide down, his posts deleted or missing.

1 month ago

StartOfTheBull

Not you my dear, you can't find the ID PurePull here for now because it was deleted by himself.🤣

MrFox

843 posts

Posted by MrFox > 34 seconds ago | Report Abuse

am i pure bull?

that;s y i sau ur IQ is low!!!!
haha

1 month ago

StartOfTheBull

I mean his posts were deleted by himself. Lol

1 month ago

StartOfTheBull

🤣
MrFox

843 posts

Posted by MrFox > 20 minutes ago | Report Abuse

if you listen to
whispering words of wisdom!!!!!1
haha

1 month ago

StartOfTheBull

Another weird thing in this forum is someone trapped high in this stock still claiming that he is able to offer his "words of wisdom." Hold for another month, six months, one year or three years? 🤣

1 month ago

Mikecyc

Post removed.Why?

1 month ago

Mikecyc

Post removed.Why?

1 month ago

StartOfTheBull

Indeed, MSK is a man with high IQ, who bought PBA at RM2.30.
=======
MrFox

862 posts

Posted by MrFox > 1 month ago | Report Abuse

be patient! as this is a long term investment!
just enjoy the ride and occasionally peep thro the window to see any side dishes ard!!
haha


MrFox

862 posts

Posted by MrFox > 28 minutes ago | Report Abuse

tartOfTheBull@@@
you dun believe words of wisdom???
remember those who believe are high IQ and winners!!!
haha

1 month ago

Felix888999

Seekor suay musang terperangkap atas tangki air PBA 21 tingkat tinggi. Kesian musang itu.

1 month ago

calvintaneng

Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9

1 month ago

dollardollarbill

Glad to learn that Voyager Assets Limited is one of PBA's top shareholders.

Voyager Assets Ltd is an investment vehicle of savvy value investor Mark Chang, the founder of JobStreet.

Based on PBA's latest annual reports, Voyager Assets have been increasing its stake in PBA year by year.

AR 2020: 1,359,100
AR 2021: 2,099,100
AR 2022: 3,219,600

Voyager Assets is also a top 10 shareholder of VITROX with 10.16 mil shares.

Mark Chang is one of the most iconic entrepreneurs in Asia. He is the founder of JobStreet.com, which he led to become the largest online employment firm in Southeast Asia, and which was eventually acquired by SEEK in 2014 for US$582 million.

1 month ago

Income

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skill set/knowledge to pull such trades off.

1 month ago

KingKKK

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

1 month ago

Justaboylearning

Mr fox deleted all his comments.

No more whispering words of wisdoms?

1 month ago

Justaboylearning

https://www.freemalaysiatoday.com/category/nation/2024/03/18/penangites-told-to-cut-water-usage-by-10-immediately/

PBA is losing water

1 month ago

Noni

Without PBA can survive? Sure win 3.00

1 month ago

Justaboylearning

Not sustainable to go 3.00.


Tp 1.50

1 month ago

dollardollarbill

927 MLD water consumption

On Sunday (17.3.2024), water consumption in Penang was estimated to have reached a high of 927 million litres per day (MLD) as compared to the daily average of 877 MLD recorded in 2023.

This represents a sudden 50 MLD surge in water consumption year-on-year.

1 month ago

Chong3710

Batter ask all the MNC in Penang to cut down their production. The Penang ppl don’t have enough water to use already.

1 month ago

PureBULL ...

PBA
was an A1 stock n in the making of ytlp.
it was simberleh niceeely by its bad poor mgmt with -ve QR PAT.
https://klse.i3investor.com/web/stock/financial-quarter/5041

that cost all valued fund mgrs the sleepless nite dearly.
as warren B said, they will dump out on big gap down asap, for many other stocks.

https://www.tradingview.com/x/9NrfDcmo/

1 month ago

Justaboylearning

My IQ decreases trying to interpret purebull’s comments.

Can someone help me interpret it like how Mr fox whispers his “words of wisdoms”?

1 month ago

hng33

bought PBA at 1.81

1 month ago

Income

https://youtube.com/shorts/Fita4NrR7XQ?si=7czJ8XP_yjlXmYWk

1 month ago

dollardollarbill

PENANG: THE SILICON VALLEY OF THE EAST

The state of Penang, nestled along the northwest coast of Peninsular Malaysia, needs no introduction in the global electronics manufacturing sector. Despite its diminutive stature with just over 1,000 square kilometers of land area and a 1.8 million-strong population, Penang commanded an estimated 5% of global semiconductor exports in 2019, according to data compiled from the Department of Statistics Malaysia (DOSM) and UN Comtrade.

Today, Penang houses more than 350 MNCs that are supported by over 3,000 manufacturing-related SMEs. As Penang flourished as a vibrant, regional E&E manufacturing hub, the local talent pool steadily accumulated a wealth of business intelligence and technical experience, enabling the robust supply chain to evolve in tandem with technology megatrends. This, in turn, enabled the State to focus on pursuing investments that have propelled the industry up the value chain, away from its beginnings as a low-cost manufacturing hub. Consequently, Penang has seen a proliferation of upstream technology-related investments in high value-added functions in recent years, ranging from research and development (R&D), design and knowledge-based solutions, and downstream advanced manufacturing and testing to global business service (GBS) and Centre of Excellence (CoE) activities.

Penang’s growing significance in the global E&E value chain is demonstrated by its steady and resilient export performance in recent years. From 2014 to 2019, the State’s E&E exports grew at a compounded annual rate (CAGR) of 12% to reach RM210 billion (US$51 billion). It has emerged as a hub for professional, scientific and controlling instruments (including medical technology), with exports of these products growing at a 5-year CAGR of 15% to reach RM23 billion (US$6 billion) in 2019.

E&E products, alongside professional, scientific and controlling instruments, collectively contributed between 77% and 82% of Penang’s total annual exports since 2014, and accounted for 50% of Malaysia’s exports in these two segments during the period.

More impressively, despite the disruptions from the COVID-19 pandemic, Penang’s total exports continued to rise in 2020, growing 7% year-on-year to RM310 billion (US$75 billion), and a further 14% year-on-year in January and February 2021, driven by strong global demand for semiconductors.

https://www.semi.org/en/sea-newsletter-penang-the-silicon-valley-of-the-east

1 month ago

MrFox

which means more demand for water!!!
whispering words of wisdom!!!!!
haha

1 month ago

hng33

With water traffic hike, concession water have become lucrative business model.

1 month ago

Justaboylearning

https://www.thestar.com.my/news/nation/2024/04/07/use-water-wisely-until-dams-re-fill-penang-residents-told


So many bad news. time to cut loss

3 weeks ago

dollardollarbill

Penang Development Corp to set aside RM5 bil for 15 high-impact projects
https://theedgemalaysia.com/node/705866

2 weeks ago

hng33

Penang consumer’s water bill, which he said used to be RM7.70 at every bill cycle has now gone up to RM17.36 under the new rates with the same water usage

For a household that used to pay around RM47 every bi-monthly, the bill went up to RM126 under the new rates for around the same water usage

1 week ago

hng33

Penang water bill show PBA will reap minimum additional RM 10 hike for those minimum water usage and much more higher for those use more water.

1 week ago

hng33

Under the new rates, the first 20 cubic meters is at 62 sen (up 182 per cent from 22 sen), from 20 cubic metres to 35 cubic metres the rate is at RM1.17 (up 154 per cent from 46 sen) and for the third band of more than 35 cubic metres, the rate is RM2.07 (up 204 per cent from 68 sen).

1 week ago

hng33

According to feedback, the water charges of many families have increased as much as 100% and some even claim to be more than 150 %

Based on last Q result, PBA water revenue is RM 94.8m, therefore, estimate PBA future water revenue will surge at least 1 fold higher and most of revenue hike translate direct to bottomline after deduct tax

1 week ago

hng33

However, if PBA do aggressively pipe replacement, higher cost will incur to offset partly upcoming windfall profit.

1 week ago

MrFox

what a feeling!!
free Starbucks on the card!!
haha

5 days ago

hng33

added more at 1.88-1.98

5 days ago

HumptyDumpty

Hey Foxy , HumptyDumpty also like drink water , water jadi starbuck

5 days ago

MrFox

👍

5 days ago

dollardollarbill

Water may be a commodity that you don't think about when it comes out of the tap, but water is essential to life.

Water is a key input in everything from food and beverages to the cleaning of semiconductor wafers and hydraulic fracturing (fracking). The sourcing, purification, and distribution of water is big business around the world, and the threat of climate change makes that more true now than ever.

5 days ago

HumptyDumpty

And Malaysia got lots of water. Hmm this year beginning penang not so much.. South side got more regular rain drops , but maybe because it's El Nino . however second half of the year should recover ,already storm is returning

5 days ago

HumptyDumpty

Penang also got a population boom , lots of China and Hong Konger decided to migrate or call Penang the second home, so water usage is sure higher. But Penang mater management sure need to improve as well.

5 days ago

wongck

Penang's water consumption had reached 927 million liters per day (MLD) on Sunday (March 17) compared to last year's average total of 877 MLD. “This shows an increase as high as 50 MLD from year to year.

4 days ago

hng33

Based on PBA latest annual report, PBA bear subsidy RM 115.2m for Penang domestic water user. Management expect to decrease these subsidy significantly following 1 Feb water traffic hike.

There are total 593,255 domestic account and 461,350 consume < 35m3, while balance 131,905 consume > 35m3
Based on new water traffic,
1. domestic account water consumption < 35m3 charge 86sen, is 50sen hike per m3
Water bill increase 50sen x 35m3 = hike RM 17.5/account
Total domestic account 461,350 x RM 17.5 = RM 8.07 million/month

2. domestic account water consumption > 35m3 charge RM 2.07, is RM 1.39 hike per m3
Water bill increase 50sen x first 35m3 = hike RM 17.5/account
Water bill increase RM 1.39 x (35m3 - 45m3)= hike RM 13.9/account
Total domestic account 131,905 x (RM 17.6 + RM 13.9) = RM 4.15 million/month

In total water traffic hike impact RM 8.07 + RM 4.15 = RM 12.22 million per month or Quarterly hike RM 36.7 million or Hike RM 146.8m pa

Remark: To arrive above calculation，
1. assumption is make for maximum consumption up to 35m3 for those consume categori <35m3, by assume all consume 35m3
2. assumption is made for minimum consumption above 35m3 for those consume categori > 35m3 by assume all consume additional 10m3
3. assumption is made to exclude domestic bulk meter whom stay in high rise apartment in which bulk meter water traffic hike flat rate at 35sen m3 have increase significantly to charge flat rate RM 1.73 m3 (its massive hike RM 1.38 per m3)

1 day ago

hng33

These additional RM 146.8 m pa due to domestic water traffic is to

1. Decrease water subsidy significantly
2. Opex - To cope higher operation cost such as pipe replacement
3. Capex - To fund expansion capacity on exiting water treatment capacity and to built new water treatment plant

Remark: The amount spend on Capex will NOT affect PBA profit margin, therefore, all water traffic hike will direct positive to bottom-line, increase profit margin directly. The profit earn then channel to fund capacity assets and built additional water treatment plant which will record as additional new assets to PBA.

Only amount spend on opex such as pipe replacement will affect PBA profit margin, the higher rate of old pipe replacement to new pipe translate directly to increase operation cost, therefore decrease profit margin from above water traffic hike

1 day ago

goldenhope

Capex will increase depreciation and reduce cash flow hence reduce the ability to pay higher dividend

1 day ago

hng33

Increase revenue through traffic hike is direct increase profit earning. The surge in profit allow higher capital to fund capex such as increase water treatment capacity, built new water treatment plant to meet increase water demand which is expect to leap up by another 30% by 2030. The surge in water demand in turn increase higher revenue to PBA. It's win win cycle to generate additional positive cash flow. Of course new and additional water treatment assets subject to annual depreciation review

1 day ago

dragon328

@hng33, that's right. The increase in water tariffs will raise PBA's revenue by over RM100m a year, the bulk of which will flow to the bottom line.

The increased operating cashflows from the water tariff hike are to fund the capex for next few years, estimated at over RM300m for next 5 years. Hence PBA needs the additional operating cashflows of at least RM100m a year to cater for such capex and slightly increased opex.

1 day ago

hng33

Dragon328
I expect much higher revenue increase than RM 100m as Penang water consumption just surge new high recently, and higher water consumption is at higher traffic band category at RM 2.07 per m3 which is increase RM1.37 per m3 hike compared to lower band category 50sen per m3 hike.

1 day ago

hng33

Compared between PBA and RANHILL, PBA strategy is more focus on capex increase water treatment plant capacity to increase treated water supply to meet ever increasing Penang water consumption. Many penang land are consider heritage area, therefore, limit opex on pipe replacement effort.

On the other hand, RANHILL strategy is more focus on opex to aggressively pipe replacement, incur very high cost to meet targeted non revenue water%.

1 day ago