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  Lychien20 MFCB gt probability sifu and pjseow sifu perform details analysis then can invest and no need to worry liee 28/08/2020 6:59 AM Togetherweearn Just curious I am pretty new to share market, what are the differences between this company than the rest of utility players? Company like YTL Power and Malakoff ? Share price is so big different. Market cap is also smaller for MFCB. 28/08/2020 4:32 PM terence775 Management, projects, scope of work, business model for their projects, and so on. 28/08/2020 5:26 PM terence775 Among the 3 you mentioned, MFCB is the smallest company. Don't be misled by the share price being so high. However, among the 3, MFCB has shown the most prudent management and capability to execute works to generate strong income sources. 28/08/2020 5:27 PM terence775 Actually, what do you want to know when you are asking for differences? 28/08/2020 5:30 PM pjseow Earning per share or eps is the most important factor driving sgare prices although there are other important factors like earning growth, cash flow, ROE, dividend yield .If you compare the eps of mfcb with ytl and malakoff, you can see a world of difference . mfcb eps is between 15 to 20s per.qtr whereas the others are between less than 1 sen to 2 sen in the last one year 28/08/2020 6:11 PM  probability I missed the below article on MFCB earlier: https://klse.i3investor.com/blogs/tradeview/2020-08-22-story-h1512480318-_Tradeview_2020_Long_Term_Value_Pick_4_Mega_First_Corporation_Bhd_The_P.jsp 31/08/2020 12:01 PM probability BNM seen making final 25bps OPR cut as early as September — DBS August 31, 2020 https://www.theedgemarkets.com/article/bnm-seen-making-final-25bps-opr-cut-early-september-%E2%80%94-dbs 31/08/2020 3:10 PM simonc hi, anyone knows why and who is this big insider FMR LLC selling non stop large blocks? how is the share gonna move up with these heavy selling? 01/09/2020 7:17 PM  LoneWolf88 Institutional shareholders for MFCB: Fidelity Management & Research Co. LLC as of 25 Aug 2020 30.57m 6.23% FIL Investment Management (Singapore) Ltd. as of 30 Jun 2020 4.51m 0.92% Dimensional Fund Advisors LP as of 30 Jun 2020 4.25m 0.87% AIA Bhd.as of 13 May 2020 2.52m 0.51% Affin Hwang Asset Management Bhd. as of 13 May 2020 1.84m 0.38% PMB Investment Bhd.as of 30 Jun 2020 1.69m 0.34% Maybank Asset Management Sdn. Bhd. as of 31 May 2020 1.24m 0.25% BlackRock Fund Advisors as of 05 Aug 2020 1.05m 0.21% Pheim Asset Management Sdn. Bhd.a s of 30 Jun 2020 731.05k 0.15% AmFunds Management Bhd. as of 31 May 2020 517.60k 0.11% 01/09/2020 11:03 PM Karlos "Laos faces sovereign default as forex reserves dip below $1bn": Todays heading in FT. 03/09/2020 11:26 AM Karlos Laos faces a growing risk of debt distress and sovereign default, according to credit rating agencies and economic advisers, as coronavirus and a debt-laden power sector take their toll on one of Asia’s poorest countries. 03/09/2020 11:33 AM Dawson90 Laos no need to use electricity meh? Imagine you live in darkness without a fan during monsoon season. Keep keep keep 03/09/2020 12:22 PM pjseow 80 % of Don Sahong electricity is sold to cambodia which run.short of electricity for the next few years due to rapid developments from chinese investors. 03/09/2020 9:46 PM pputeh Thanks pjseow. So does MFCB sell any electricity to Laos? 80% Cambodia and 20 % to ??. Where do I check this out. Thanks 03/09/2020 10:07 PM pjseow pputeh, you can check from one of the public invest report in 2019. Either q2 or q3 report. MFCB had to construct a special.transmisiion line from Don Dahong to Cambodia for the sale of electricity to cambodia. The balance is.used by Laos goverment . In fact Laos government make some money from the mark up .of 6.15 cts to 7.00 cts per kwh from the electricity dale to cambodia 04/09/2020 12:39 AM pjseow pputeh, you can read the public.invest report dated 16th jan 2020 titled Begin transmission to cambodia . The Laos givernment sell 195 MW to cambodia at 7.29 cts Per kwh while the balance 65 MW is used in Laos . Laos government buy at a rate of 6.15 cts from MFCB. 04/09/2020 12:57 AM Karlos Laos government sells the power from Don Sahong, not the IPP itself. The IPP will receive payments from Laos not Cambodia. 04/09/2020 7:25 AM pjseow Karlos, the.company Electricite du Laos ( like TNB equivalent) will buy electricity from IPP Don Sahong power plant and sell it to Cambodian TNB equivalent. It is company to company dealings . Nothing to do will Laos national debts . TNB will continue to pay its IPP regardless of how big is our malaysian government debts. I dont see any linkage of Don.Sshong.IPP with Laos national debts. 04/09/2020 8:57 AM pputeh Gd Morning pjseow. Thanks for info and how the equivalent of TNB is selling the power to the Cambodian govt directly. Much obliged. Misinformation leads some to have wrong perception 04/09/2020 9:39 AM pputeh https://www.reuters.com/article/mekong-river-cambodia/don-sahong-hydropower-dam-in-laos-connects-to-cambodian-grid-idUSL4N29D3JC 04/09/2020 9:45 AM steady31 Did you guys notice MFCB revise the agreement to lease land from the Perak government to accomodate 2 units of 50MW solar projects which they are hopeful of getting under LSS4 tender by year end 2020.If they are successful MFCB will fly above 9.00 04/09/2020 6:56 PM Minagrace From last week top already drop 12% in 6 trading days. Buy some today below 7. 08/09/2020 6:14 PM UPlanet Good counter no worry bro. Look at the profit margin, ~45%, how well it can grow in future? 09/09/2020 8:15 PM pjseow The price drop is due to general poor market sentiments . If you look at the earnings of last five years, mfcb has an CAGR of 29 % which.is superb . If you look at last 15 years, it has an earning CAGR of 15 %. Compare with Malakoff which has negative earning growth in the last 5 years, mfcb deserve a.higher PE than malakoff which is between.12 to 15.While.the DS power plant provide consistent earning in.the next 25 years, the solar , resource , label and packaging businesses will provide growth in futurrs. 09/09/2020 9:38 PM BLee A good article for sharing: https://www.freemalaysiatoday.com/category/leisure/2020/09/16/the-real-purpose-of-investing/ I believed investment/investors in MFCB are long term with very good return. Happy Trading n Happy Malaysia Day. 16/09/2020 8:48 AM warrantKing if next QR maintain 18sens (Or hit higher 20sens EPS) due to higher utilization rate of hydropower plant . I believe RM 8-10 will be no problem. The company can generate more cash flow after they pay off power plant's debts , which might be achieved in 3 to 4 years time. 16/09/2020 4:50 PM kenken85 today high transaction volume. hopefully this FMR LLC finish disposing then will be nice. 18/09/2020 4:59 PM gemfinder Huge volume transa ted at 738. I guess fmr selling done. Wil continue uptrend n ctmross rm8 18/09/2020 8:03 PM pjseow Based on RHB TA ,.the correction is.almost over. I took the opportunity to add more mfcb at between 7.00 to 7.22 in the last 2 weeks. 19/09/2020 7:43 AM pjseow The rhb.TA said mfcb is in.the process of extending its upward trend . Its next resistances are at 7.65 and 7.85. 19/09/2020 7:09 PM  | |
