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2,040 comment(s). Last comment by Dakewlest at Oct 24, 2020 2:53 PM
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Money122
949 posts

Posted by Money122 > Nov 15, 2018 1:31 AM | Report Abuse

That mean will go higher


mf
22517 posts

Posted by mf > Nov 15, 2018 2:18 AM | Report Abuse

Dow Jones 25,084.039 -202.45 0.80%
Nasdaq 7,134.35 -66.525 0.92%


Teo Cher Ming
74 posts

Posted by Teo Cher Ming > Nov 15, 2018 7:36 AM | Report Abuse

No door gift for agm but you get nasi briyani as food pack lol


Money122
949 posts

Posted by Money122 > Nov 16, 2018 1:43 AM | Report Abuse

Australia's heavy machinery sales rebounded Sime Darby's industrial business to the next level
Orientaldaily Thu, Nov 15, 2018 - 2 hours ago


KUALA LUMPUR (April 15): Sime Darby (SIME, 4197, main board consumer stocks) expects that the turnover of the industrial products business in the 2019 financial year (June 30) will be further upgraded in view of the improvement in coal demand and the sales of heavy equipment in Australia. floor.

Sime Darby Chief Executive Officer Jeffrey Sarin told reporters after today's shareholders meeting that the Australian mining industry is recovering strongly, so the demand for machinery and trucks such as heavy industrial equipment has increased significantly, which is expected to significantly increase the company's Industrial product distribution business benefits.

Jeffrey said, "As of June this year, Sime Darby's industrial business held orders of RM2.7 billion, which is much more than last year's RM1.5 billion. Due to the low coal prices in the past few years, many mining companies have extended their heavy weight. New orders and repairs for equipment and trucks have caused our business to decline. However, as coal prices recover, the demand for heavy machinery and maintenance services we sell will pick up. In view of this, the industrial business in fiscal year 2019 The proportion of revenue will grow further."

He added that most of the RM2.7 billion orders will be delivered in the next six months to one year. Sime Darby, who settled on June 30 each year, was the largest source of revenue for the industrial products business in FY 2018. The business revenue reached RM13,411 million and contributed RM610 million in pre-tax profit.

It is worth mentioning that this shareholder meeting is the first shareholder meeting after the change of Sime Darby, so the future development direction of the company has become the focus of the market.

Sime Darby also launched a five-year "Creation Value Plan" covering six major directions: first, to increase turnover; second, cost optimization; third, to achieve internal growth; fourth, to sell non-core assets 5. Expanding the medical business; and 6. Synergistic mergers and acquisitions.

Big medical business

Jeffrey revealed that the company is looking to expand its medical business and become another core business. He explained that the company's goal is to double the number of beds from the current 1,500 to 3,000 in the next four to five years.

"We currently have 50% of our affiliated companies with Ramsay Group, 3 hospitals in Malaysia and Indonesia, and 900 and 600 beds. Looking ahead, we will try in countries with large populations such as Southeast Asia. The market has acquired other hospitals. Of course, we will also expand internally, but we will focus on mergers and acquisitions to grow."

On the other hand, the company also intends to sell its non-core assets and business. Jeffrey said that although it is impossible to disclose more details, the sale of port business is expected to be a priority. He pointed out that the company's port business still has a profit, but due to the trade war, the throughput of its three ports also fell slightly.

Regarding the automobile sales outlook, he replied that local car sales are roughly in line with the growth rate of economic growth. As Malaysia's economy is expected to grow by 5%, domestic car sales will also achieve similar growth.

"Although the market share of Mercedez in the luxury car market has surpassed that of BMW, BMW will expect sales to be recovered as BMW will introduce more new models in the future, such as the 3 Series luxury sedan. Lost land."

Overall, the trade war has little impact on Sime Darby in the short term. Although China accounts for 38% of the company's total revenue last year, because the locally sold Caterpillar machinery and BMW cars are assembled locally, there is roughly no such thing. Subject to tariffs.

Preview the first quarter results better

A small shareholder attending the shareholders meeting told Dongfang Finance, the company's management revealed that the results of the first quarter of 2019 (as of September 30) announced next week are expected to improve further. If the trade war does not deteriorate, the overall performance of the 2019 financial year is expected to continue to deliver good performance.

In addition, Jeffrey also revealed that if China produces electric vehicles (EVs) under the 3rd domestic car program, the company may be allowed to participate in the production of batteries for electric vehicles.


Money122
949 posts

Posted by Money122 > Nov 16, 2018 1:50 AM | Report Abuse

Coming QR will be improved


poseidon80
992 posts

Posted by poseidon80 > Nov 17, 2018 7:18 AM | Report Abuse

It going to fly soon


swatteam
27 posts

Posted by swatteam > Nov 18, 2018 11:47 PM | Report Abuse

Based on the chart, investors' sentiment looks quite ok, so probably won't koyak anytime soon. CEO also hinted that they may give some kind of bonus to shareholders (special dividends?) from the proceeds of the sale of some assets, though I suppose that one is still quite far away


beso
1955 posts

Posted by beso > Nov 21, 2018 1:36 PM | Report Abuse

q1 net profit plunged 82% yoy
sell down will start later


I_like_dividend
365 posts

Posted by I_like_dividend > Nov 21, 2018 2:34 PM | Report Abuse

Profit down 82.9% YOY. Any dividend?


I_like_dividend
365 posts

Posted by I_like_dividend > Nov 21, 2018 2:58 PM | Report Abuse

8 sen dividend 1 year? Barely FD? Why not FD safer?


Money122
949 posts

Posted by Money122 > Nov 21, 2018 5:29 PM | Report Abuse

This QR profits hv improved if compare to QR3 & QR4 2018


poseidon80
992 posts

Posted by poseidon80 > Nov 21, 2018 6:39 PM | Report Abuse

Nice QR.. EPS at Rm3.30 previous lu eps 2.40 and current share price is 2.40, definitely will fly at rm3.00 by this months..


poseidon80
992 posts

Posted by poseidon80 > Nov 21, 2018 6:41 PM | Report Abuse

Look at the revenue and EPS, definitely nice numbers.. there’s increased in revenue !!! And EArning per share!!!


synergyd
2 posts

Posted by synergyd > Nov 21, 2018 8:13 PM | Report Abuse

there will be disposals every year


synergyd
2 posts

Posted by synergyd > Nov 21, 2018 8:15 PM | Report Abuse

trade war impact expected to be huge


icecool
3232 posts

Posted by icecool > Nov 21, 2018 11:56 PM | Report Abuse

sime is the cheapest blue chip in bursa you can get, if you are long term investor now is the best time to accumulate


poseidon80
992 posts

Posted by poseidon80 > Nov 22, 2018 12:52 PM | Report Abuse

Big Bang will come at any moment


Money122
949 posts

Posted by Money122 > Nov 22, 2018 11:02 PM | Report Abuse

Hope soon will reach 2.50/3.00


Money122
949 posts

Posted by Money122 > Nov 23, 2018 10:33 AM | Report Abuse

Soon will reach to 4.00


carry
141 posts

Posted by carry > Nov 23, 2018 6:15 PM | Report Abuse

Potential stock price: RM 2.70 (personal opinion)

At the moment, it is influenced by the negative news of plantation which holds the potential of the stock back. Industrial segment is going strong soon according to reliable source.

In a nutshell, it is a good share to buy or keep for the anticipated rebound.


icecool
3232 posts

Posted by icecool > Nov 23, 2018 11:11 PM | Report Abuse

sime dividend is about 10~14 cent per year, tell me which counter can give u 10 cent min at this dirt cheap price ? most people dont buy sime because not many annalist did their home work on this counter which give opportunity to collect more and more


commonsense
474 posts

Posted by commonsense > Nov 25, 2018 5:51 AM | Report Abuse

Hi Carry,

Just want to inform you that Sime Darby Berhad no longer has any exposure to the plantation industry. They spun off that segment end of last year which is now under Sime Darby Plantation Berhad. Another division that was also carved out was the property segment parked under Sime Darby Property Berhad.

Hi icecool,

Analysts (Aminvest, Kenanga and Public) are predicting that the company could fetch a PATAMI of RM825mil in FY19. At the current share price, that translate to a PE of around 20x which for me is consider a bit on the high side. Maybe you have a higher profit target? Can you share the potential catalysts for this stock? The same analysts also has an average dividend target or 7.5 sens or a dividend yield of 3% for FY19.

That being said i would not worry much on this stock falling down too low (if ever) since it has a lot of institution investors in it in particular PNB (under Amanah Saham Bumiputera).


carry
141 posts

Posted by carry > Nov 26, 2018 8:34 AM | Report Abuse

Hello, commonsense!

Yes, you are right about it.
Thanks for sharing.


1oranje
254 posts

Posted by 1oranje > Nov 26, 2018 10:10 PM | Report Abuse

Sime cw boarding call bbbbeeewwwwddddiiiiffffuuuulllll


1oranje
254 posts

Posted by 1oranje > Nov 26, 2018 10:25 PM | Report Abuse

Sime to be the caterpiller of msia


zhen wei & JP
990 posts

Posted by zhen wei & JP > Nov 26, 2018 10:30 PM | Report Abuse

My neighbour complain get stuck, im like =.= no comment.

Stuck in sime not good?


Money122
949 posts

Posted by Money122 > Nov 27, 2018 11:57 AM | Report Abuse

Based good fundamental of sime...my TP is 4.00


freddiehero
13363 posts

Posted by freddiehero > Nov 27, 2018 11:58 AM | Report Abuse

cant break new high mean down future


freddiehero
13363 posts

Posted by freddiehero > Nov 27, 2018 11:59 AM | Report Abuse

hope cant c 2.0


kimmytan
229 posts

Posted by kimmytan > Nov 27, 2018 2:54 PM | Report Abuse

TP now until 2020 ; RM 2.4-3.8


carry
141 posts

Posted by carry > Nov 27, 2018 7:52 PM | Report Abuse

drop


carry
141 posts

Posted by carry > Nov 28, 2018 1:51 PM | Report Abuse

sharp drop!


TYS_Capital
1691 posts

Posted by TYS_Capital > Nov 28, 2018 2:33 PM | Report Abuse

stuck here is good than you stuck in genm,genting,kesm,gamuda, myeg, mrcb,


carry
141 posts

Posted by carry > Nov 28, 2018 8:04 PM | Report Abuse

Bull or bear? looks like bear to me


poseidon80
992 posts

Posted by poseidon80 > Nov 28, 2018 10:23 PM | Report Abuse

http://www.theedgemarkets.com/article/sime-darby-debt-risk-falls-8-levels-bloomberg-model


poseidon80
992 posts

Posted by poseidon80 > Nov 28, 2018 10:24 PM | Report Abuse

It’s a good time to collect ... will soar up to 3.00!!!!


factorrumour
528 posts

Posted by factorrumour > Nov 28, 2018 10:38 PM | Report Abuse

now their fair value has emerge based on their last 4 quarter results since the split, any price spike would be due to speculative traders pump and dump, but i could see this hardly happen cause of the huge daily trading volume happening.

after splitting out their plantation and property segment, sime darby is left with automotive, heavy industrial vehicles, logistics and healthcare.

automotive and heavy industrial vehicles segment is where i see they have to increase their competitiveness, logistics is the challenging part due to trade wars, and healthcare is the segment that i keen to see sime darby accelerate their growth, that could be the key driver to their revenue and profit, and i hope they could also venture into new segment to increase income and reduce risk, else it just gonna stay at where they are now.


swatteam
27 posts

Posted by swatteam > Nov 28, 2018 11:12 PM | Report Abuse

@factorrumour: Totally agree. But I thought Sime plans to dispose their logistics part? They have a few ports in China and want to sell it right? CEO even hinted at giving dividends from the proceeds of the sale.


carry
141 posts

Posted by carry > Nov 28, 2018 11:22 PM | Report Abuse

@swatteam: May i Know when did CEO hint of giving dividends resulting from the sales of logistic part?


carry
141 posts

Posted by carry > Nov 28, 2018 11:26 PM | Report Abuse

@poseidon80: going up to 3.00 is a bit too far fetched judging from current condition; nevertheless, should the management able to steer the company in right expansion, the day of TP: RM 3.00 might not be far


swatteam
27 posts

Posted by swatteam > Nov 29, 2018 5:08 PM | Report Abuse

@carry: Bottom half of the article: "Planned asset disposals may boost dividends"
http://www.theedgemarkets.com/article/year-postdemerger-sime-darby-continues-value-creation-path


carry
141 posts

Posted by carry > Nov 29, 2018 9:04 PM | Report Abuse

@swatteam, thanks for sharing. probably the management has considered to dispose some of their unprofitable asset and return them as dividend to shareholders. looking forward to that...


carry
141 posts

Posted by carry > Nov 30, 2018 4:20 PM | Report Abuse

wow, disposal!


swatteam
27 posts

Posted by swatteam > Nov 30, 2018 5:20 PM | Report Abuse

Wah damn, why/who throw last minute?


oranje
995 posts

Posted by oranje > Dec 1, 2018 9:43 AM | Report Abuse

Insitutional funds throw GLC masuk longkang
when everybody laready inside longkang they will push up sky high
the legend has spoken


oranje
995 posts

Posted by oranje > Dec 1, 2018 9:43 AM | Report Abuse

From AA
Charles T, Kimmy Tan

Forget the dark skinned Tony F and AA

Come with me play HSI CW

December and 2019 will be exciting times

Will go up violently then after market top will cascade down

Hundred percentage gains
01/12/2018 09:39


carry
141 posts

Posted by carry > Dec 2, 2018 9:05 AM | Report Abuse

Unpredictable market trend. Will people buy cheap ?


poseidon80
992 posts

Posted by poseidon80 > Dec 3, 2018 6:01 PM | Report Abuse

Uptrend detected... join us now.. or u will miss the boat.. towards rm3.00


carry
141 posts

Posted by carry > Dec 3, 2018 8:44 PM | Report Abuse

@poseidon80, sure or not that it will up towards RM3?


Money122
949 posts

Posted by Money122 > Dec 4, 2018 1:52 AM | Report Abuse

Up trend start due to Trade war btween China -US had stop for 90 days..

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