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  RainT @najib zamry brave move for you to invest ASTRO ASTRO business is sunset biz, no much growth can be expect frm ASTRO 06/12/2019 5:42 PM newbie0718 still profitable somehow....no problem at all for another 1-2 years.....trend will change and price will up eventually....now is low entry price 07/12/2019 8:32 AM RainT @najib haha why you over excited that is just an news article there is nothing concrete 11/12/2019 5:33 PM DickyMe Netflix is a competitor. Uncensored and personalised shows from INTERNET. No need for accessories. Tutup kedai cepat, wey! 23/12/2019 7:14 PM somo1 It seems its only unique feature or value is the live sport event broadcasts. 03/01/2020 3:26 PM newbie0718 good price to enter to push to 1.40 now....trend as usual....down and up....reasonable entry price at support now 07/01/2020 8:33 AM bjaya Sunset industry it looks, but perplexingly, Profit after tax for the 1st 3 Qs of 2019 has already surpassed the sum of the entire 4 Qs of 2018 . 07/01/2020 10:49 PM  Teck Ng refer back to the last QR. if next q , maintent the nett profit like last 3q, then the total nett profit will be second high from 2013. (2018 is the high) 09/01/2020 4:03 PM linges Back to Astro @ 1.29 Good 6% dividend play..if Astro could maintain QR performance.. 13/01/2020 3:54 PM Jeffreyteck First time drop by attracted by its dividends. But 2 billion of intangible assets, potential for impairment? High loans is another negative. Sabar first..... 15/01/2020 9:37 AM Keyman188 I sangka banyak orang tak percaya... Next 24 months will test low between RM 0.80 ~ RM 0.85... 01/02/2020 9:14 AM Jeffreyteck 1. Sunset. 2. Too high intangible asset. 3. Privatise not too soon. Own decision, No Go. 15/03/2020 12:59 PM NoHopeMedia Soon malaysia will be the most penny stock in the world Up 10 years few cent, but when drop , few ringgit gone 16/03/2020 4:12 PM Keyman188 Fund allocation... Example :- Assumption investment fund : $ 200,000 During 1200 ~ 1300 lvl, intend to purchase 5 Co. (35% of total investmet funds allocation) Co.A @ 2.00 = allocation of $ 18,500 = 9,200 units Co.B @ 1.70 = allocation of $ 15,500 = 9,100 units Co.C @ 1.50 = allocation of $ 14,000 = 9,300 units Co.D @ 1.30 = allocation of $ 12,000 = 9,200 units Co.E @ 1.10 = allocation of $ 10,000 = 9,000 units If index further decelerated to 1050 ~ 1200 lvl, then another 35% of total investment funds allocation Co.A @ 1.50 = allocation of $ 19,000 = 12,600 units Co.B @ 1.30 = allocation of $ 16,500 = 12,700 units Co.C @ 1.10 = allocation of $ 14,000 = 12,700 units Co.D @ 0.90 = allocation of $ 11,500 = 12,700 units Co.E @ 0.70 = allocation of $ 9,000 = 12,800 units If index further decelerated below 1050, then balance 30% of total investment funds allocation Co.A @ 1.10 = allocation of $ 19,000 = 17,200 units Co.B @ 0.90 = allocation of $ 15,500 = 17,200 units Co.C @ 0.70 = allocation of $ 12,000 = 17,100 units Co.D @ 0.50 = allocation of $ 8,500 = 17,000 units Co.E @ 0.30 = allocation of $ 5,000 = 16,600 units ## So total share holding & average price for each company :- Co.A = $ 56,220 / 39,000 units = $ 1.4415 Co.B = $ 47,460 / 39,000 units = $ 1.2169 Co.C = $ 39,890 / 39,100 units = $ 1.0202 Co.D = $ 31,890 / 38,900 units = $ 0.8198 Co.E = $ 23,840 / 38,400 units = $ 0.6208 35% of investment fund - during range 1200 ~ 1300 35% of investment fund - during range 1050 ~ 1200 30% of investment fund - during below 1050............... %% At the end, the final average price of each company almost lower than the price during 1050 ~ 1200 index level @@ This is illustration & reference only.... 21/03/2020 4:00 PM Keyman188 Lai...lai...lai.... No need talk 3 talk 4... Long waiting .... 0.600... 0.500... 0.400... 0.300... 0.200... 22/03/2020 2:53 PM Penangbull Maybe sunset industry but Astro own all the rights for Malaysia . No manner u use satellite or 5G you still need their rights to show. Astro also offer internet so I am doubt the biz will be gone . Intingible asset due to movie rights 02/04/2020 6:03 PM Victor Yong good, epf started buying again :) [ASTRO] Change In Substantial Shareholder's Shareholding - EMPLOYEES PROVIDENT FUND BOARD ("EPF") on 03-Apr-2020 Stock [ASTRO]: ASTRO MALAYSIA HOLDINGS BHD Announcement Date 03-Apr-2020 Substantial Shareholder's Particular: Name EMPLOYEES PROVIDENT FUND BOARD ("EPF") Details of Changes: Currency - Date of Change Type Number of Shares 31-Mar-2020 Acquired 500,000 Registered Name Citigroup Nominees (Tempatan) Sdn Bhd for Employees Provident Fund Board Nature of Interest Direct Interest Nature of Interest Direct Interest Shares Ordinary Shares in Astro Malaysia Holdings Berhad ("AMH Shares") Reason Acquisition of Shares Total no of securities after change Direct (units) 437,832,400 Direct (%) 8.40 Indirect (units) 0 Indirect (%) 0.00 Total (units) 437,832,400 Total (%) 8.40 Date of Notice 31-Mar-2020 06/04/2020 12:15 PM Victor Yong new ceo too :) [ASTRO] Group Chief Executive Officer - MR HENRY TAN POH HOCK on 01-Apr-2020 Stock [ASTRO]: ASTRO MALAYSIA HOLDINGS BHD Announcement Date 01-Apr-2020 Principal Officer Information: Date of Change 01-Apr-2020 Type of Change Others Designation Group Chief Executive Officer Name MR HENRY TAN POH HOCK Age 56 Gender Male Nationality Malaysia Working Experience Henry has held various responsibilities in the Astro Group. Prior to his appointment as the Chief Executive Officer of Astro, he held the positions of Group Chief Content & Consumer Officer and Chief Operating Officer. He is currently the Chairman of Go Shop, Astro's home shopping platform. He played a key role in introducing Malaysians to high definition (HD) with Astro B.yond and launching the first free satellite multichannel service, NJOI. He raised the bar on storytelling and championed vernacular and Asian originals, from film to TV to digital, to ensure consumer relevance, reach and engagement. He has pioneered many firsts including Malaysia's first free academic learning channels, Tutor TV, Astro First, cinema in your home service, eGG Network, the first regional eSports channel, Boo, the first Asian horror channel, and local Hua Hee Hokkien entertainment and Malay "Lawak" comedy brands. He focused on creating digital content experiences for Astro's customers via Gempak, Xuan, Ulagam, Zayan, Awani, Stadium Astro and was also responsible for the group's airtime sales. Henry believes in the potential of Malaysian movies and was instrumental in the success of The Journey, OlaBola, Hantu Kak Limah, Paskal, Abang Long Fadil and Polis Evo. Henry was previously the Chief Executive Officer of Mindshare Malaysia and GroupM (Malaysia and Singapore) and prior to that, he held the position of the Media Director, Ogilvy & Mather and General Manager, HVD Entertainment. Family Relationship None Conflict of Interest None Interest He holds 1,863,500 ordinary shares in Astro Malaysia Holdings Berhad ("AMH") representing 0.036% of the total issued shares in AMH. 06/04/2020 12:21 PM laychee If privatise, how much will the offer price be? Privatisation is possible as ROE is super high. Astro doesn't need your money. 06/04/2020 2:15 PM Victor Yong interim div dah mau mari... jangan jual sekarang :) ASTRO - Notice of Book Closure ASTRO - Notice of Book ClosureILC-26032020-00001Fourth Interim Single-Tier Dividend of 1.5 sen per share for the financial yearended 31 January 2020. Kindly be advised of the following : 1) The aboveCompany's securities will be traded and quoted "Ex - Dividend? as from: 8 Apr2020 2) The last date of lodgment : 9 Apr 2020 3) Date Payable : 24 Apr 2020Remarks: The Board does not recommend any final dividends to be paid for thefinancial year ended 31 January 2020. Total dividend declared in respect ofthe financial year ended 31 January 2020 amounts to 7.5 sen, equating to a 60%dividend payout ratio. For comparative purposes, total dividend declared inrespect of the financial year ended 31 January 2019 amounted to 9.0 sen,equating to a 101% dividend payout ratio. This represents a departure fromAMH's dividend policy of paying out at least 75% of consolidated profits forthe financial year provided that such distribution will not be detrimental toour Group's cash requirements, or to any plans approved by our Board. Givenunprecedented levels of uncertainty and volatility globally stemming from theCovid-19 pandemic, the Board believes this prudent approach is the best courseof action, allowing for liquidity to be conserved and our Group's balance sheetto be strengthened. The Board and Management are closely monitoring andproactively managing the COVID-19 situation, and its corresponding impact tobusiness and operations.MANAGER, REF. DATA MANAGEMENTYou are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com 26/03/2020 07:00 AM Ref Code: 202003265100052 06/04/2020 3:04 PM Victor Yong ROE is 76.6% now. PE 6.92..... PE should be at least 15. So, 87 x 15/6.92 ~ RM1.88+ for the offer price, just a rough estimate :) good luck if any @laychee If privatise, how much will the offer price be? Privatisation is possible as ROE is super high. Astro doesn't need your money. 06/04/2020 2:15 PM 06/04/2020 3:07 PM Victor Yong previously, there was talk that ananda would privatise it... i think, now is the best time to do it.. it is possible, fingers crossed 06/04/2020 3:09 PM Victor Yong Astro Malaysia Holdings Berhad - Earnings Lifted by Lower Opex Date: 26/03/2020 Source : PUBLIC BANK Stock : ASTRO Price Target : 1.80 | Price Call : BUY Last Price : 0.87 | Upside/Downside : +0.93 (106.90%) Back Astro continues to face a decline in TV subscription revenue with full year FY20 revenue came in at RM4.9bn, down 10.3% YoY. However, Astro posted a full year net profit of RM655.3m (+39.8% YoY), mainly attributable to lower content costs as FY19 was a major sporting year, as well as lower operating expenses thanks to its on-going cost optimisation efforts. After adjusting for the unrealized forex loss of RM1m, FY20 core net profit came in at RM656.3m. Full year earnings were within ours and consensus’ estimates, accounting for 98% and 96% of FY20F respectively. However, given the uncertainties due to Covid-19 pandemic, we lowered our earnings forecast for FY21-22F by 6%-16% to account for the decline in subscription revenue and lower adex expenditure on weaker consumer sentiment. Furthermore, we are expecting an uptick in Astro’s content cost due to the weakening MYR against the greenback. As such, our DCF derived TP is revised downwards to RM1.80. (RM2.00 previously). Despite the challenging operating environment faced by media industry, we reiterate our Outperform call due to its attractive valuation. Astro is currently trading at a depressed valuation of below -3 SD (Figure 1) while dividend yield remains appealing at 9.3% p.a. 4QFY20 revenue declined mainly dragged by the lower contribution from TV and Radio segment. Pay TV ARPU increased marginally to RM100 from RM99.90. TV segment revenue continued to slide by 11.9% YoY to RM1,048m underpinned by the decline in subscription revenue, production revenue, sales of programming rights and advertising revenue. As for its Radio segment, revenue was lower by 3.4% to RM77m due to lower adex spend. Meanwhile, its Home shopping segment revenue grew marginally by 1.6% YoY to RM100.4m due to festive spending. Tactical campaigns saw Astro’s Go Shop registered customer base grew to 2.2m users. EBITDA margin continues to show improvement. EBITDA margin (FY20: 35% vs FY19: 29%) improved on the back of lower content cost with the absence of a major sporting event, lower staff related costs as well as marketing and distribution expenses. Lower dividend payout. Astro declared a 4th interim dividend of 1.5 sen, thus bringing the total dividend declared to 7.5 sen (FY19: 9 sen). Management decided to reduce the dividend payout to conserve cash to ride out the challenges created by the Covid-19 pandemic. Nevertheless, we understand that the group is only taking a conservative approach. Given the group’s ability to generate FCF, we believe Astro is able to maintain its minimum 75% payout dividend policy in FY22-23F. However, our FY21F DPS forecast is based on a lower payout of 65%, which still provides an attractive yield of 9.3%. Maintain Outperform. We adjusted down our FY21-22F earnings by 6%-16% as we incorporate lower TV subscription revenue and higher content cost for FY22F given both the major sporting events (UEFA Euro and Olympics) have been postponed to 2021. Consequently, our TP has been revised down to RM1.80 (from RM2.00 previously) but we maintain our Outperform call on Astro. Given that Astro’s share price has fallen sharply by 39% to an all-time low since the release of its previous quarterly result, we opine that the stock’s valuation looks appealing, trading at 7x forward PER, which is below its -3SD of 5-year average. Moving forward, while we remain prudent over the unprecedented challenge created by the pandemic, we continue to like Astro due to its on-going cost optimisation efforts and its ability to leverage on existing customer base to build new revenue adjacencies in its home-shopping, broadband, digital and OTT platforms. Furthermore, the group remains committed to expand its existing content library (local vernacular and international content) to further strengthen its position as Malaysia’s entertainment destination of choice. Source: PublicInvest Research - 26 Mar 2020 06/04/2020 3:11 PM Victor Yong Fallen unreasonablly big recently. It is expected to rebound fast too :) Date Close 03/04/2020 0.855 02/04/2020 0.86 01/04/2020 0.87 31/03/2020 0.85 30/03/2020 0.845 27/03/2020 0.88 26/03/2020 0.845 25/03/2020 0.83 24/03/2020 0.835 23/03/2020 0.71 20/03/2020 0.73 19/03/2020 0.71 18/03/2020 0.83 17/03/2020 0.865 16/03/2020 0.90 13/03/2020 0.98 12/03/2020 1.00 11/03/2020 1.08 10/03/2020 1.06 09/03/2020 1.07 06/04/2020 3:15 PM Victor Yong 1.5sen interim dividend ex-date on this wednesday. tomorrow is the last day to buy if u want the dividend... now, 87.5sen.... minus 1.5sen div receivable= 86sen net haha 06/04/2020 3:18 PM Victor Yong Look fantastic, recent announcements :) Friday, 3 Apr 2020 5:12PM ASTRO EMPLOYEES PROVIDENT FUND BOARD ("EPF") (500,000 units Acquired) Friday, 27 Mar 2020 6:24PM ASTRO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) 6:23PM ASTRO YVONNE CHIA (100,000 units Acquired) Thursday, 26 Mar 2020 2:40PM ASTRO ASTRO - Notice of Book Closure Wednesday, 25 Mar 2020 5:19PM ASTRO Fourth Interim Dividend 5:14PM ASTRO Financial year end net profit 644.615 million (increased 39.88%) 06/04/2020 3:19 PM Victor Yong It is very likely now :) Report: Ananda Krishnan mulls privatising Astro | The Star ...www.thestar.com.my › business › business-news › 2018/06/06 › repo... Jun 6, 2018 - KUALA LUMPUR: Billionaire T Ananda Krishnan (pic) is weighing the possibility of taking Astro Malaysia Holdings Bhd private after shares of the pay-TV operator dropped to a record low, people familiar with the matter said. The tycoon has revived deliberations about a buyout of ... 'Financially feasible' for Ananda to take Astro private again ...www.thestar.com.my › business › business-news › 2018/11/02 › finan... Nov 2, 2018 - PETALING JAYA: It would be financially feasible should tycoon Tan Sri Ananda Krishnan, Khazanah Nasional Bhd, and bumiputra foundations decide to take Astro Malaysia Holdings Bhd private again, at a share price of up to RM2. ... Ananda, Khazanah Nasional and bumiputra foundations ... Ananda Krishnan mulls privatising Astro, sources say | New ...www.nst.com.my › business › 2018/06 › ananda-krishnan-mulls-priv... Jun 5, 2018 - KUALA LUMPUR (Bloomberg) -- Billionaire T. Ananda Krishnan is weighing the possibility of taking Astro Malaysia Holdings Bhd private after .. 06/04/2020 3:21 PM Victor Yong Be strong :) Malaysia’s third richest man Ananda Krishnan, who lost an estimated RM2.56 billion. This came from telecommunications company Maxis Bhd where he holds 62.34%; media firm Astro Malaysia Holdings Bhd in which he controls 41.29%; and oilfield services-provider Bumi Armada Bhd where he has 34.86%. The bulk of his losses, some RM1.16 billion, came from Astro, as its share price has sunk 43% YTD. While shares in Maxis have only dipped 2% YTD, Bumi Armada’s shares plunged by as much as 75% to close at 14 sen last Friday. 06/04/2020 3:55 PM Victor Yong Astro should carry out share buyback, dividend can be paid in share dividend or cash dividend or both 06/04/2020 4:45 PM Huatexpert Astro’s Headquarters Closed After Employee Tests Positive For Covid-19 https://hype.my/2020/185947/astro-employee-covid-19-close/ 06/04/2020 4:56 PM Victor Yong CIMB, bank Islam, alliance bank, etc were also closed accordingly for sanitizing recently, no big deal. This is the norm for many companies for 2020 :) 06/04/2020 5:36 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader Earn MQ Points while trading with MQ Traders Group  MQ Affiliate Earn side income from MQ Affiliate Program
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