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Last Price Today's Change   Day's Range   Trading Volume
5.28   -0.01 (0.19%)  5.27 - 5.32  205,100
1,997 comment(s). Last comment by shareinvestor88 at Jan 24, 2020 5:29 PM
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bzeew
94 posts

Posted by bzeew > Jan 12, 2020 11:32 AM | Report Abuse

Yes, more and more cantik.


lloydlim
3084 posts

Posted by lloydlim > Jan 12, 2020 12:24 PM | Report Abuse

10MW project in Solar industry just a small project but consider a good start.


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 12, 2020 12:54 PM | Report Abuse

https://klse.i3investor.com/m/blog/nanyang_warrants/2019-12-30-story-h1481971454.jsp


Dangel
96 posts

Posted by Dangel > Jan 12, 2020 4:23 PM | Report Abuse

Time to load more!


James Ng
1439 posts

Posted by James Ng > Jan 12, 2020 9:26 PM | Report Abuse

https://klse.i3investor.com/blogs/general/2020-01-12-story-h1482127039.jsp
[转贴] [Facebook live video:浅谈Mega First Corp Bhd (MFCB)] - James的股票投资James Share Investing


limcs
138 posts

Posted by limcs > Jan 13, 2020 9:19 AM | Report Abuse

关键性的辽国--柬埔寨500KV输电网工程如期完工,为2020年1月7日的两国首次电网接通输电打下了坚固的基础。

1月7日下午5时顺利的把电流输送到柬埔寨后,美佳第一(MFCB,3069)持有80%股份的东萨宏水电站内一片欢呼声,

在场的两国能源部官员与工程师们拍手庆祝,大家都知道这一天来之不易。

官员们分别在两地举行了简单的祭拜仪式,感谢上天保佑水电站在经历了超过15年的策划与建设,终于顺利供电。

美佳第一发展的东萨宏水电站因为地理位置与优越的地形及水资源丰富关系,从一开始就受到了各个利益集团的关注,在种种方面不断的提出反对,但最终还是过关斩将,把这个助力辽国成为“东南亚蓄电池”的关键发电站完美竣工。

https://www.facebook.com/groups/726842394052430/permalink/3410833765653266/


limcs
138 posts

Posted by limcs > Jan 13, 2020 10:40 AM | Report Abuse

@shareinvestor88 , what price unload or load ? :)


utopia86
18 posts

Posted by utopia86 > Jan 13, 2020 11:07 AM | Report Abuse

@shareinvestor88, You have been talking about TP and sell since RM4.5, but why are you still holding MFCB ticket until now?


lloydlim
3084 posts

Posted by lloydlim > Jan 13, 2020 1:29 PM | Report Abuse

One day we shall c MFCB trading at 7 so just be patience.


utopia86
18 posts

Posted by utopia86 > Jan 13, 2020 2:54 PM | Report Abuse

It's just like, "see there is a car accident", so don't drive any car to prevent the accident. Better stay at home and do nothing. Zero risk, zero return.


Davidl
1018 posts

Posted by Davidl > Jan 13, 2020 4:14 PM | Report Abuse

Perhaps shareinvestor88 is waiting for correction to reenter.


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 13, 2020 5:47 PM | Report Abuse

Shareinvrstor88 must be very happy because it drop 2Cent today after his sell call moon ago.


KL Tneoh
794 posts

Posted by KL Tneoh > Jan 14, 2020 8:41 AM | Report Abuse

Full transmission power (195MW) to Cambodia started

http://annx.asianews.network/content/laos-begins-transmission-195mw-electricity-cambodia-111890


pjseow
519 posts

Posted by pjseow > Jan 14, 2020 10:53 AM | Report Abuse

KL Tneoh , thanks for sharing


gemfinder
585 posts

Posted by gemfinder > Jan 14, 2020 12:06 PM | Report Abuse

rm6 coming!!!!


limcs
138 posts

Posted by limcs > Jan 14, 2020 12:16 PM | Report Abuse

Wow good news !


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 14, 2020 12:55 PM | Report Abuse

Good news KL Tneoh.


The_Reds
1943 posts

Posted by The_Reds > Jan 14, 2020 1:15 PM | Report Abuse

Laos is damn good in doing bizness...


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 14, 2020 3:27 PM | Report Abuse

Fully utilise the natural resources to produce & sale electricity.


limcs
138 posts

Posted by limcs > Jan 14, 2020 7:31 PM | Report Abuse

@shareinvestor88, welcome back :)


imlearning
844 posts

Posted by imlearning > Jan 15, 2020 10:58 AM | Report Abuse

Everybody hold tight ,huat huat huat !!!


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 15, 2020 3:53 PM | Report Abuse

Shareinvestor88, ya, don't hold, just let go..
Put in freeze or safety box.


Collin Soo
757 posts

Posted by Collin Soo > Jan 15, 2020 3:55 PM | Report Abuse

Congratulation to all shareholders..Although i don't have MFCB, but i hope my JAKS will perform well like MFCB by end of this year.


VivoPrince
55 posts

Posted by VivoPrince > Jan 15, 2020 5:26 PM | Report Abuse

Holding steady but finding it tough to sustain above RM5.50.


Samtuckfatt
387 posts

Posted by Samtuckfatt > Jan 15, 2020 5:33 PM | Report Abuse

Collin Soo, sure, today Jaks already on the move.


Collin Soo
757 posts

Posted by Collin Soo > Jan 15, 2020 5:38 PM | Report Abuse

Samtuckfatt, thanks. Sky is the limit for both MFCB and Jaks now!


Jaack1
41 posts

Posted by Jaack1 > Jan 16, 2020 9:43 AM | Report Abuse

https://cdn1.i3investor.com/my/files/dfgs88n/2020/01/16/1512572546--614335868.pdf

PUBLIC INVESTMENT BANK LATEST REPORT. 12 MONTHS TARGET RM 6.29


gemfinder
585 posts

Posted by gemfinder > Jan 16, 2020 10:23 AM | Report Abuse

6.29 TP !!!!!! YAHOOOO


pjseow
519 posts

Posted by pjseow > Jan 16, 2020 10:34 AM | Report Abuse

Jaack, thanks fir sharing the good news. Tgt price increased from.rm 5.71 to 6.29 。MFCB will continue to move up


probability
10751 posts

Posted by probability > Jan 16, 2020 10:36 PM | Report Abuse

MFCB - Begins Transmission To Cambodia

Date: 16/01/2020

Source : PUBLIC BANK
Stock : MFCB Price Target : 6.29 | Price Call : BUY
Last Price : 5.46 | Upside/Downside : +0.83 (15.20%)



We came away from our meeting with Mega First (MFCB) last Friday with the confirmation that constructions of the Don Sahong Hydropower plant together with the transmission lines in Laos and Cambodia have been fully completed. All four turbines are fully commissioned amid the on-going dry season in Laos. The company is also escalating the process for the construction of a 5th turbine which is expected to take about 2 years. Given the softer global interest rate environment, we impute lower borrowing costs at both the operating (Don Sahong plant) and Group (MFCB) levels, which consequently lifts our SOP based TP to RM6.29 (RM5.71 previously). Outperform call is affirmed.

Selling 195MW to Cambodia. 195MW of power generated from 3 turbines is transmitted from the plant in the Champassak province to the Stung Treng electricity substation in Cambodia through the new high voltage 500kV transmission lines. The remaining 65MW will be channeled to the Ban Hat substation for domestic usage. Under the purchase agreement, the Cambodian government will buy a total of 2,900MW from Laos between 2020 and 2027, of which 500MW will come from hydropower plants at a price of 7.29 US cents/kWh and 2,400MW from coal-fired power plants for 7.70 US cents/kWh. Meanwhile, Electricite du Laos will purchase the power from the Don Sahong hydropower plant at a price of 6.15 US cents/kWh based on a “take or pay” basis.

Depending on the availability of electricity production. Though the four turbines have a combined installed capacity of 260MW/hour which can generate up to 2,000 GWh p.a., electricity production will ultimately be subject to water levels. Based on our channel checks, water levels have dropped by 10% from its normal level as the country is currently experiencing dry weather conditions until late-April. The utilization rate is expected to be lower in the coming months, averaging 76%-81%. Our assumption is based on a full-year utilization rate of 88% as electricity production could potentially hit maximum capacity during the wet period in May-Sept.

5th turbine on the way. Management has received approval-in-principle for a 5th turbine at the same site. The targeted capacity is around 50MW-65MW with an expected capex of USD50m-60m. Management plans to speed up the approval process before its EPCC contractor, Sinohydro re-mobilizes its resources elsewhere. It will be a key re-rating catalyst for the Group, potentially contributing an additional 20%-25% to the Group’s bottomline starting from 2022.

Lower borrowing costs. We cut our assumption on the finance cost by 1.5% at both the operating (Don Sahong) and Group (MFCB) levels in light of the softer interest rate environment. However, the earnings impact is relatively small as the cost saving was offset by lower earnings forecasts on the resources segment given the weak global demand. Our TP is consequently lifted to RM6.29 from RM5.71. Meanwhile, management had earlier guided that the Don Sahong project cost will be lowered from USD401m to USD366m given the lower-than-expected borrowing costs


pjseow
519 posts

Posted by pjseow > Jan 16, 2020 11:38 PM | Report Abuse

probability. welcome to mfcb forum


limcs
138 posts

Posted by limcs > Jan 17, 2020 9:38 AM | Report Abuse

interested in what is maybank's point of view :P


pjseow
519 posts

Posted by pjseow > Jan 17, 2020 10:57 AM | Report Abuse

limcs, sure we are interested. Had maybank.given.a.similar upgrade like what public invest did? The.last tgt price.from maybank.was 5.50.


limcs
138 posts

Posted by limcs > Jan 17, 2020 11:04 AM | Report Abuse

@pjseow, hopefully maybank can give higher tp :) such as RM 9 !
just kidding


pjseow
519 posts

Posted by pjseow > Jan 17, 2020 3:22 PM | Report Abuse

limcs, I think.maybank.might give higher tp of around 6.00 but not 9 .


limcs
138 posts

Posted by limcs > Jan 17, 2020 3:51 PM | Report Abuse

@shareinvestor88, you buy back ?


utopia86
18 posts

Posted by utopia86 > Jan 17, 2020 4:13 PM | Report Abuse

I honestly think that @shareinvestor88 is one of the stock market guru who constantly on sell call so that he can collect. He might potentially holding huge amount of sold ticket from the sell call. He is extremely smart!!


LouiseS
206 posts

Posted by LouiseS > Jan 21, 2020 11:50 AM | Report Abuse

MFCB's main business segment is building and operation of the new power plant at Laos.

MFCB's earning performance has been overall rising in last five years, whereby its earning per share overall increased from 27.5 sen to 33sen. This is reflected in current rise in the share price, outlook in next few years is promising as power plant in Laos commence operation. MFCB pays dividend consistently in the last five years, whereby dividend per share ranged from 4 to 8 sen per share. In FY2018, total dividend paid to shareholders was 4 sen per share, amounting to a dividend yield of 0.72%. Currently the P/E ratio is ~24.

https://louisesinvesting.blogspot.com/2020/01/comments-on-mega-first-corp-bhd-3069.html


pjseow
519 posts

Posted by pjseow > Jan 21, 2020 5:44 PM | Report Abuse

LouiseS, Public Invest upgraded the tgt prices a few times premised on.2020 earnings when the Don.Sahong power plant went operation with projected eps of 50 sen. The forward looking PE is 11 instead of 24 of past earnings. The other attraction.is the projected dividend of 30 sen which will.give a dividend yield of 5.5 % at current price.


kenken85
665 posts

Posted by kenken85 > Jan 22, 2020 6:08 PM | Report Abuse

I agree v u 88. I run also


Joe Ng
55 posts

Posted by Joe Ng > Jan 22, 2020 6:47 PM | Report Abuse

Great chance to collect


pjseow
519 posts

Posted by pjseow > Jan 22, 2020 10:46 PM | Report Abuse

The last public.invest report highlited that the Don Sahong power plant is capable to.produce 2000GW of electricity per year. With.the average of US 0.07 per kwh , the annual revenue is rm 460 million. With the estimated earning of 250 million, the gross margin is 54%.With full conversion of warrants in April , the total number of shares is 474 million which will give an eps of 53 sen. .With estimated eps of 5.sen from the resource and property division.and another 8 sen from the5th turbine project, the total eps will be about 66sen.


shareinvestor88
1538 posts

Posted by shareinvestor88 > Jan 23, 2020 8:05 AM | Report Abuse

TIME to sell ?


gkyt88
52 posts

Posted by gkyt88 > Jan 23, 2020 8:26 AM | Report Abuse

collect n wait


lloydlim
3084 posts

Posted by lloydlim > Jan 23, 2020 2:04 PM | Report Abuse

Beware of correction guys!


shareinvestor88
1538 posts

Posted by shareinvestor88 > Jan 24, 2020 12:02 AM | Report Abuse

Ya better sell


shareinvestor88
1538 posts

Posted by shareinvestor88 > Jan 24, 2020 5:29 PM | Report Abuse

Better sell tp 1

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