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11,243 comment(s). Last comment by stockraider at Dec 2, 2021 9:36 AM
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TheContrarian
6836 posts

Posted by TheContrarian > Sep 30, 2021 2:18 PM | Report Abuse

Bought at 24.5 sen.


stockraider
27486 posts

Posted by stockraider > Oct 1, 2021 8:54 AM | Report Abuse

No fear mah!

Huat chaiii loh!


Do not be silly lah!

How to risk your hard earn monies leh ??

U buy bjcorp for 25.5 sen when its NAV Rm 5.00 to Rm 10.00 mah!

This protect your money not risk mah....bcos very very high margin of safety mah!

U understand maths or not ah ?


Your Grandfather empty prime land with no income is not in your pocket mah, but u r very happy mah!

Already tell u what is the use of your grandfather prime empty land in klang valley with no income leh ?

ANSWER ; VERY VALUABLE MAH!
ANSWER FOR BJCORP ; VERY VALUABLE MAH!

If u invest in bjcorp Uncle TAN is like your rich grandfather mah!

Lu tau boh ?


CEO JALIL ALREADY SAID MONETIZATION WITHIN 2 TO 5 YEARS MAH!

Just stick to CEO jalil plan of within 2 to 5 years timeframe monetization plan mah!

FYI CEO Jalil has invested Rm 40m of his own money in bjcorp mah!

U think Jalil is silly to do that meh ??

Must be very good long term prospect to put so much own money into bjcorp mah!


ocbc
265 posts

Posted by ocbc > Oct 1, 2021 11:04 AM | Report Abuse

Congratulation to stockraider , being the no.4 best return in the stock selection for 2021

*************************************************************************************************
Stock Pick 2021 - stockraider(https://klse.i3investor.com/servlets/cube/stockraider.jsp)

TOC - https://klse.i3investor.com/blogs/stock_pick_2021/2020-12-31-story-h15...

Hi Mr Tan,

My 2021 stockpick are as follows;

1. Pmcorp 20%
2. Qes 20%
3. Mhc 20%
4. Resintech 20%
5. Cbip 20%

You have reserve a seat for me as i am no 16 position in 2019

Posted by stockraider at Jan 1, 2021 11:44 AM
01/10/2021 11:03 AM


bulldog
10274 posts

Posted by bulldog > Oct 5, 2021 3:07 PM | Report Abuse

Hold tight tight

Huat chaiii


stockraider
27486 posts

Posted by stockraider > Oct 7, 2021 11:01 AM | Report Abuse

Sslee , Go & buy more insas mah!

At least make sure yourself can be top 30 shareholders mah!

U r the founder investor of insas must show leadership loh!

If u r afraid of insas go n buy more Bjland, just join raider party mah!


Posted by Sslee > Oct 7, 2021 9:16 AM | Report Abuse

Mike,
I already cash out MMC (in and out 3 times)
Cash out Insas-WC
Take profit half of my armada (thank to i3lurker)
Now my trading account too much cash can you recommend to me what to buy?


stockraider
27486 posts

Posted by stockraider > Oct 7, 2021 1:01 PM | Report Abuse

I JUST TRADE IN SOME OF MY BJCORP & BJLAND SHARE WITH VT IN 2 TO 5 YRS TIME FOR BUNGALOW & PENT HOUSE LOH!


Posted by Sslee > Oct 7, 2021 12:32 PM | Report Abuse

Haha stockraider already book a 4000 ft2 penthouse (bjcorp) in KL center handover in 2 to 5 years time.


stockraider
27486 posts

Posted by stockraider > Oct 16, 2021 12:52 PM | Report Abuse

Lu tunggu lah!

Cakap banyak buat apa leh ??

4 ekor sudah buka...Q4 result will be bagus mah!

During CNY will Get big angpow mah!


stockraider
27486 posts

Posted by stockraider > Oct 17, 2021 10:52 AM | Report Abuse

LU KENCHEONG BUAT APA LEH ??

PATIENCE, DISCIPLINE AND STEADY IS THE KEY OF MAKING MONEY MAH!

LU TAU BOH ?


stockraider
27486 posts

Posted by stockraider > Oct 17, 2021 12:12 PM | Report Abuse

Bjcorp is in a very powerful recovery mode loh!

As all their business are opening up mah!

Driven by;

1. NFO
2. Berjaya Food
3. Berjaya Property Development
4. Telcos & Technology loh!
5. Berjaya Retail & consumers product


takeconUlar
77 posts

Posted by takeconUlar > Oct 17, 2021 12:46 PM |

Post removed. Why?


stockraider
27486 posts

Posted by stockraider > Oct 17, 2021 6:36 PM | Report Abuse

Long term value investment loh!

Big return on the way mah!


stockraider
27486 posts

Posted by stockraider > Oct 17, 2021 6:42 PM | Report Abuse

Classic case of revenge spending in genting , the business on big recovery play motion loh!

Same apply to berjaya toto loh!


ocbc
265 posts

Posted by ocbc > Oct 18, 2021 9:21 AM | Report Abuse

Genting,Aasia,BJ


miniminer
410 posts

Posted by miniminer > Oct 18, 2021 10:25 AM | Report Abuse

Di mana new CEO itu ya? Turn up the group profit by tutup all lubang not turn it down by widen the lubang (impairment after impairment) ya, now I heard Ali and Abu at road site kedai kopi shop also claim they can be better CEO ..........hehehe......................


stockraider
27486 posts

Posted by stockraider > Oct 19, 2021 7:23 PM | Report Abuse

26987 posts
Posted by stockraider > Oct 19, 2021 7:22 PM | Report Abuse X

Very strong recovery play mah!

Wait until u see q4 result...!

Strong result mah!

Big recovery play loh!


stockraider
27486 posts

Posted by stockraider > Oct 19, 2021 7:29 PM | Report Abuse

Correction mah!

What raider meant is Dec 2021 result when almost all business opening up mah!

Very strong recovery play mah!

Wait until u see result in december 2021...!

Strong result mah!

Big recovery play loh!

Very strong recovery play mah!

Wait until u see dec 2021 result...!

Strong result mah!

Big recovery play loh!


Posted by Bettyem > Oct 19, 2021 7:25 PM | Report Abuse

已经第 4 季度了吗?
BERJAYA CORPORATION BERHAD
Financial Year End 30 Jun 2021
Quarter 4 Qtr
Quarterly report for the financial period ended 30 Jun 2021
Revenue
RM1,754,892,000
2 Profit/(loss) before tax
(RM208,104,000)
3 Profit/(loss) for the period
(RM272,322,000)
4 Profit/(loss) attributable to ordinary equity holders of the parent
(RM242,574,000)
5 Basic earnings/(loss) per share (Subunit)
(4.23 sens)


stockraider
27486 posts

Posted by stockraider > Oct 20, 2021 12:18 PM | Report Abuse

U may buy some Insas to supplement your Berjaya Group investment mah!

Stay focus in insas your best bet mah!

Why Raider says Insas can be a strong growth stock ?
Bcos Insas has shown very consistent earnings growth support & value creation every year for the past years mah!

Insas is not a goreng stock, thus its share show steady appreciation consistently...thus over medium term, Insas will surely do better n gain better appreciation than most goreng stocks loh!

Just look at the amazing growth track record of value creation of insas for the past 10 yrs

June 2021- Nta Rm 2.99

Mar 2021 - Nta Rm 2.96

Dec 2020 - Nta Rm 2.83

Dec 2019- Nta Rm 2.68

Dec 2018- Nta Rm 2.54

Dec 2017..Nta rm 2.49

Dec 2016 ...Nta Rm 2.18

Dec 2015..Nta Rm 1.96

Dec 2014..Nta rm 1.82

Dec 2013 nta..rm 1.71

Dec 2012 nta ..rm 1.51

Dec 2011 nta..rm 1.38

Dec 2010 nta...rm 1.22

Dec 2009 nta ..rm 1.14


Insas Amazing Good Earnings & Value Creation Track records .

Insas has grown from Rm 1.14 NTA per share to Rm 2.99 per share in June 2021 & amazing capital gain of 162% over a period of about 12 yrs or a capital gain of 13.5% pa but if u factored in the dividend as well as u get a return above 14.5% pa loh!

Conclusion; Insas is a very great investment with equivalent to berkshire hathaway mah!

U just sleep well investing in insas loh!

Remember do not sell insas prematurely loh!

Insas CHIAK BEH LIAW !!


If u fear the high price of Inari, just buy insas for Inari exposure mah!

1000 insas is equivalent to 785 inari exposure mah!

That means u buy insas for Rm 1030 ....for Rm 3060 worth of inari share mah!

Btw this rm 3060 of inari value exclude other business value in insas share , that worth more than Rm 2600 per share mah!

Basically insas thereotical value per share is Rm 5660 per 1000 insas share loh!

Lu tau boh ?


miniminer
410 posts

Posted by miniminer > Oct 30, 2021 11:58 AM | Report Abuse

Why BJland so quite now?

This Q result macam mana? diam-diam ubi ke rugi diam-diam? 0.245 seem to be very good price to enter more la, price up to 0.27 already 10% met the market return ma .....hehehe.................


TheContrarian
6836 posts

Posted by TheContrarian > Nov 3, 2021 5:50 PM | Report Abuse

Bought at 24 sen today.


RainT
8405 posts

Posted by RainT > Nov 8, 2021 3:37 PM | Report Abuse

BJLAND is make loss company

through out these years also make loss

still can buy ?


stockraider
27486 posts

Posted by stockraider > Nov 9, 2021 10:31 AM | Report Abuse

This is the emerging dragon winner mah!



RainT BJLAND is make loss company

through out these years also make loss

still can buy ?


sn2368
23 posts

Posted by sn2368 > Nov 18, 2021 9:20 PM | Report Abuse

https://www.theedgemarkets.com/article/developers-eye-police-golf-course-land-around-taman-tasik-titiwangsa


hkchee78
68 posts

Posted by hkchee78 > Nov 25, 2021 7:17 PM | Report Abuse

https://www.theedgemarkets.com/article/vincent-tan-said-be-selling-luxury-yacht-about-%E2%82%AC30-million


Bettyem
518 posts

Posted by Bettyem > Nov 25, 2021 8:55 PM | Report Abuse

转型计划的好消息?
https://www.klsescreener.com/v2/news/view/915161


miniminer
410 posts

Posted by miniminer > Nov 26, 2021 12:24 AM | Report Abuse

Great move to divest from Razer Fintech, got in so much $$..... use it to privatize BJland la ....hehehe................


Bettyem
518 posts

Posted by Bettyem > Nov 27, 2021 11:11 AM | Report Abuse

https://www.businesstoday.com.my/2021/11/26/berjaya-land-and-qhazanah-sabah-to-develop-kota-belud-into-an-ict-township/


stockraider
27486 posts

Posted by stockraider > Nov 27, 2021 11:21 AM | Report Abuse

Stay on course with bcorp mah!

Vt will becoming mah!


Bettyem
518 posts

Posted by Bettyem > Nov 27, 2021 3:24 PM | Report Abuse

https://www.malaymail.com/amp/news/malaysia/2021/11/26/vincent-tan-more-affordable-homes-should-be-built-for-lower-income-group/2023986


stockraider
27486 posts

Posted by stockraider > Nov 28, 2021 12:30 PM | Report Abuse

BLAND VERY SOLID LOH!


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 7:34 AM | Report Abuse

EQUITY
✨ Berjaya Corporation (BJCORP: 3395.KL) - Part 1
Radio show host: "What do you think BJCORP's shares are worth? Between RM 5.00 - RM 10.00?" CEO: "Yes. Closer to RM 10.00." Current share price: RM 0.25

Aaron Pek
Nov 27
1
Berjaya Corp&#39;s new 3-year plan sees reorganisation of 5 core biz segments
New CEO Jalil Rasheed poses in front of the Berjaya Corporation logo
BJCORP’s new CEO Jalil joined the company in March 2021, and has been public about how he thinks its shares are severely undervalued. The investment thesis for BJCORP is a turnaround thesis.

Despite looking like a conglomerate on the surface, >80% of BJCORP’s revenue actually comes from the Consumer sector - which dramatically increases the feasiblity of the turnaround, compared to a traditional conglomerate.

BJCORP was very badly run in the past - hence the base-case scenario is for them to simply return to industry baseline performance. No magic tricks are expected from the new management team.

If they can do that, the conservative 5-year CAGR estimate is north of 40%; while the optimistic 5-year CAGR estimate is up to 70%.

Did you know that BJCORP has listed long-term warrants? You can juice up the above returns even further, while adopting only marginal incremental risk.

In his short time at BJCORP, Jalil has demonstrated himself as a capable business operator, with a significant focus on prioritizing optimal capital allocation - arguably Buffett’s topmost key performance metric.


stockraider
27486 posts

Posted by stockraider > Nov 29, 2021 7:37 AM | Report Abuse

Go for it loh!


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 7:53 AM | Report Abuse

EQUITY
✨ Berjaya Corporation (BJCORP: 3395.KL) -

While I’m not trying to allude to the notion that Berjaya Corporation’s (BJCORP) outlook shines anywhere near as brightly as GEICO’s did then, it is most certainly the ASEAN security that I like best today. The current share price can only be described one way - mispriced - where the presence of the Efficient Market Hypothesis (EMH) is completely absent. The bid and ask prices of its shares today may as well be set by a 5-year old chimpanzee throwing darts at fish in a barrel, and this is a sentiment shared by others as well.

To be fair, this is by far the largest small-cap company I have ever come across, for the simple reason that this company is actually a conglomerate - but whose share price has since fallen to small-cap levels. BJCORP is actually the parent company of all the listed Berjaya subsidiaries owned by the founding Tan family (‘berjaya’ means ‘success’ in Malay), as evident by the mindboggling complexity of its ownership struct
The web of entangled ownership of the entire Berjaya Group (not only BJCORP) - taken from CLSA’s April 2021 report below (click this image to expand)

Reach out to CLSA Malaysia at the highlighted contacts above for the full report
As you can see from the chart above, this web of entangled ownership shared between all the listed Berjaya subsidiaries is an absolute nightmare to untangle. I’d like to take this opportunity to apologize to all my loyal readers for going MIA over the past two weeks - because the more answers I sought from this company’s financial statements, the more questions it begot; and I ended up tunneling into rabbit hole after rabbit hole trying to find answers for the new questions that kept cropping up.

In many ways, my learning experience when analyzing this company resembled my learning experience when I was first studying macroeconomics - visualized as trying to understand many individual pillars of knowledge, but where you needed to understand some parts of other pillars before you could fully comprehend the one you were currently on.

In the end, I decided that it was futile trying to develop an airtight comprehension of this conglomerate’s financials in a reasonable amount of time...


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 9:55 AM | Report Abuse

The investment thesis behind buying BJCORP’s shares today can be described as being a turnaround. For the uninitiated, a turnaround refers to a corporate exercise where new capable management is brought by shareholders into a dying company to revitalize it, and breathe new life back into its desiccated corpse. For obvious reasons, being an investor in successful turnarounds can be extremely profitable, as the share price of the company prior to the successful turnaround is likely to be depressed. But at the same time, successful turnarounds are quite rare, as poor businesses tend to be poor for good reasons.

As such, most investors tend to shy away from investing in turnarounds as the uncertainty involved is usually high. If you’ve read my earlier report about Why Value factor investing > Growth factor investing, you’ll understand what I mean when I say that investors hate uncertainty - because it makes the future difficult to forecast:


bulldog
10274 posts

Posted by bulldog > Nov 29, 2021 11:06 AM | Report Abuse

Accumulation in progress

Huat chaiii


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 2:15 PM | Report Abuse

BJCorp 和 BJLand 公司结构
https://ibb.co/0KW5TSM


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 2:28 PM | Report Abuse

BJCorp & BJLand 主要股權結構

BJCorp owns 78.95% BJLand
TSVT owns 4.66% BJLand

BJLand owns 40.5% BToto, 4.97% 7Eleven, 7.98% BAssets, 0.04% Redtone
BJLand owns 40.5% of BToto owns 88.2% BPhilippines, 0.9% BFood


Bettyem
518 posts

Posted by Bettyem > Nov 29, 2021 2:42 PM | Report Abuse

Use Google Search for: Aaron Pek Value Investing BJCorp for details:

Before we dive headfirst into the investment thesis, I would just like to leave you with something to ruminate over as we pour over the analysis of BJCORP. In mid-July 2021, Jalil gave an interview on the most popular local business radio station BFM. At the 35:24 mark of this interview (Spotify - click here to jump to timestamp), the host asked him point-blank what he thought BJCORP’s shares were worth.

Jalil answered very confidently - between RM 5.00 to RM 10.00, and perhaps closer to RM 10.00. Keep in mind this is a stock which is currently trading at roughly RM 0.25, implying an approximately 30x upside if we assume the lower bound of that range of RM 7.50:

I understand that the potential for conflict of interest exists in his words, but that is just an unnecessarily way-out-there share price target to provide accountability on. In fact, if Jalil was in fact trying to push the stock with that sentence, I’d wager that he actually failed to achieve his objective - by virtue of the fact that people will wonder whether he’s insane. Which means that there is likely some merit to his estimate of BJCORP’s intrinsic value. Also take a look at some recent crazy insider buying activity by BJCORP’s founder Tan Chee Yioun in the above screenshot.

If you want a bit more context behind his estimated target price of RM 7.50, I’d recommend rewinding back to a slightly earlier timestamp of the same interview. At the 34:07 mark, the host provides a summary of the entire interview, which adds a bit more color about why Jalil might think that BJCORP’s shares are worth 30x what they are currently trading at (3,000% upside).

Use Google Search for Aaron Pek Value Investing BJCorp for details:

More from Aaron Pek
https://www.youtube.com/watch?v=e6f8qX9bRAY


bulldog
10274 posts

Posted by bulldog > Nov 30, 2021 1:37 PM | Report Abuse

Accumulation in progress


Huat chaiii


bulldog
10274 posts

Posted by bulldog > Dec 1, 2021 7:20 AM | Report Abuse

Hold tight tight
Huat chaiii


stockraider
27486 posts

Posted by stockraider > Dec 1, 2021 4:08 PM | Report Abuse

READ Properly mah!

The core is large property development projects with GDV Rm 10b over 8 yrs or Rm 1.25b pa mah!

Lu tau boh ?

Posted by scanluver > Dec 1, 2021 2:34 PM | Report Abuse

From 5-Star hotels & resorts, premium coffee to cleaning rivers. Outstanding! When are they going to acquire Alam Flora and monopolize the sewage market? Huat Ah! Heng Ah! :D

birkincollector FOR IMMEDIATE RELEASE

30 NOVEMBER 2021

BERJAYA LAND BERHAD UNDERTAKES A JOINT VENTURE TO CARRY OUT
RIVER CLEANING, REHABILITATION AND DEVELOPMENT INITIATIVES IN THE
KLANG VALLEY


Kuala Lumpur - Berjaya Land Berhad ("B-Land"), a listed subsidiary of Berjaya Corporation Berhad
(“BCorp”), has set up a joint venture company, namely Landasan Lumayan Berjaya Sdn Bhd ("LLB") with
Landasan Lumayan Sdn Bhd (“LLSB"), a subsidiary of Menteri Besar Incorporation Selangor to undertake
river cleaning, river rehabilitation and river developments (“River Initiatives”) in the Klang Valley. B-Land
and LLSB hold 55% and 45% equity interest respectively in LLB.

Among the River Initiatives which LLB will undertake is the Selangor Maritime Gateway, a high economic
impact project which will see approximately 600 acres of land along about 56km of the Klang River to be
developed over the next 8 years. In 2022, LLB will launch the development of about 2,000 units of affordable
housing and 1,400 units of other types. By 2030, there would be about 26,000 housing units to be completed
along the Klang River, of which 50% would be affordable homes. The project is expected to have an estimated
gross development value ("GDV") of RM10 billion over 8 years, with an average GDV of RM1.25 billion
per annum.


kahhoeng
3486 posts

Posted by kahhoeng > Dec 1, 2021 5:35 PM | Report Abuse

fainted, despite two announcements over 2 days, BLand just chose to not move...


kahhoeng
3486 posts

Posted by kahhoeng > Dec 2, 2021 9:33 AM | Report Abuse

the klang valley project an out-of-court settlement for BLand land exchange dispute with Selangor state government???


stockraider
27486 posts

Posted by stockraider > Dec 2, 2021 9:36 AM | Report Abuse

Hard to say, it could be separate issue loh!

It could be part of the overall settlement mah!

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