@KenLee, better not mentioned this name, it's tainted to the core.
Each time i hear it i'll get nauseatic and i only want to PUKE!!!
These are Blood Sucking Vampires rummaging the blood banks for more and more BLOOD!
Fortunately, BRAHIMS is not in that category.
Well, maybe BRAHIMS is going to get a SOFT LOAN-interest free of RM250Mil soon .
The Pirates of Putrajaya is coughing out the money for BRAHIMS to build the Abattoir and rear cattle in 3 blocks of Pavilion suites.
After 2 excruciating years BRAHIMS will produce the mother of all beef,
which is a level above the Kobe and Wahyu Beef. Wow! that's Fascinating?
Don't take it seriously, it's just for your reading pleasure .
It is only a figment of my imagination running wild.

Unfortunately, the Abattoir will be build in Australia and BRAHIMS is not going to enjoy the privileges the PARASITES enjoyed. So, crony doesn't work here in Australia.

Watch out for BRAHIMS as this stock is ready for a BREAKOUT anytime!
More announcements are in the offering and the good time is set to roll.
Happy Trading!

Brahim's Holdings Bhd has entered into a memorandum of understanding (MoU) with Australia's Carpenter Beef Pty Ltd to build a slaughter house.
In a filing to Bursa Malaysia today, Brahim's said the plant, Cataby Abattoir, is designed to meet all China, European Union, the United States Department of Agriculture and halal requirements.
"The plant will have a capacity of 100,000 cattle per annum on a single shift basis, with a 400-head per day capacity," the company said.

Upon additional capital expenditure of A$15 million (RM43.55 million), the plant will be fully operational within 6-9 months from investment date. Under the MoU, Brahim's will make an investment of 49% in the abbatoir project.
In addition, both parties agree it is essential that the project receives the Department of Islamic Development Malaysia's (Jakim) endorsement, as well as certification, and that Brahim's seeks to enable financial consolidation of the joint-venture.
In this regard, Carpenter Beef will facilitate Brahim's to allow majority control of at least 51% to enable it to achieve the expected performance.
Brahim's will also be the major taker of the products produced by Cataby Abattoir. – Bernama, December 2, 2014.

What more do i need to say:

Parliament passes MAS bill

I have been singing this phrase as long as i can remember:
MAS need BRAHIMS as much as BRAHIMS needs MAS- as simple as that!
You don't need a rocket scientist to figure this out:

"Existing contracts with national carrier Malaysia Airlines will continue under an amendment to the Malaysian Airline System (MAS) Bhd (Administration) Bill 2014 which facilitates the creation of a new entity to operate the beleaguered airline."


"The act shall apply for a period of five years, or until MAB is listed on the stock exchange, whichever is earlier."

So, BRAHIMS is safe from this CHARADE for another minimum 5 years.
Now the final hurdle is cleared , the stage is set, the floodlights are everywhere, BRAHIMS is ready to ROCK our senses!!!

The Lame Analyst from Alliancedbs has shot himself in the foot! Need i say more?

For those who thought that BRAHIMS bought a 'JUNK' (BK) from EKUINAS must be smoking GRASS!

Datuk Seri Ibrahim Ahmad is not PAK TIDUR!
Paying a whopping 95Mil for a piece of JUNK?
You think Ibrahim Ahmad is a DUMBO?
Hey!,You must be living in another planet.

Enuf Said!
Good Luck to you ALL!!!

@KenLee,you are still rooting BRAHIMS? , i thought i am the last man standing here.
Glad to know that you have weathered the storm and you'll visualize the reward real soon.

AirAsiaX sank deeper into the red with net losses of RM210.95mil in the third quarter ended Sept 30, 2014. For the nine-months period, it posted a net losses of RM350.92mil. This is the 5th consecutive Q that AirAsiaX is in the red.
Without BRAHIMS AirAsiaX also Bleed, so the logic here is does BRAHIMS catering deal is sucking MAS DRY?
Unequivocally NO!!!

Scumbags scorn and mock BRAHIMS for making MAS suffer but they don't understand that the Payments to Brahim’s made up only 1.9% of the overall operating expenses . This is minimal.
For some real cost-cutting management would have to go for the elephant in the room: Staff costs, which make up close to a fifth of operating expenses.
So, how can a catering contract make or break Malaysia Airlines?

Common sense will prevail that Khazanah won't and will not JUICE Brahims.
Ask yourself:
Who are the Major shareholder in BRAHIMS? Take a look at the current list.
Who can produce in flight catering halal food better than BRAHIMS?
No wonder MAS still received the five-star airline as rated by Skytrax.

What i am going to reiterate here is : Malaysia Airlines or MAS has been misunderstood. It isn’t broken; just badly managed. It's not all about BRAHIMS. It's because BRAHIM'S share price rose to a MULTI year high when MAS is still losing.
So, the consequential is more on resentfully ENVIOUS, a feeling of discontent and ill will because of another's advantages,resentful dislike and full of jealousy to bring down BRAHIMS.
The Twin MAS tragedy has sent BRAHIMS share in a tailspin for months.


Fortunately, BRAHIMS has a nerve of steel and It's going to rise again very very soon.
What you see here is the classic movements of BRAHIMS , just be perseverance and patience as the TIME IS NIGH.
Anytime from now...

Now,One of the major obstacle is almost cleared ,
the curtain is rolling up and the show is going to begin.
Buy and wait, Don't wait to buy.
Best Wishes to ALL!
An early Merry Christmas and A Meaningful New Year 2015 to All BRAHIMIANS!!!

BRAHIM's share price movements is not ALL about waiting for the 3rd Q result.
It's more than that. The time has come and you'll have a slew of good feel factors surrounding Brahims till next year IF there's no unforeseen circumstances.
Watch out for the next wave as all of you have been Squeezed till the last drop!
I have sold my HLI and NARRA . I dun expect the gain to be so fast.
That was a bonus.
I have sold my HLG,P Metal and Sumatec and all the profit are invested heavily in BRAHIMS.
The previous time I bought all the way up and this time
I bought all the way down.

To all my friends here be on HIGH alert on Wintoni
Dun Miss this again!
Happy Trading!



Brahim's helps Japan tap Muslim mart

NAGOYA: Brahim's Dewina Group of Companies is busy assisting Japan in tapping the growing Muslim tourism market in the region.

This is especially so with the 2020 Tokyo Olympics on the horizon, said its marketing and business development director Ahmad Husaini Hassan.

It was reported that Japanese Prime Minister Shinzo Abe is trying to boost tourism as part of his "Abenomics" growth revitalisation plan.

By 2020, Japan hopes to increase its annual tourist arrivals to 20 million.

It is also expected that 35 per cent of the athletes to the 2020 Olympics will be Muslims.

However, the number of restaurants catering for Muslims in Japan is very low.

The country's third largest airport, the Central Japan International Airport (Centrair), has embarked on making it "Muslim-friendly".

The Skytrax World Airport Award recipient has approached Brahim's Dewina to assist in providing better services for Muslims.

"We have not only been helping it in meeting the halal needs of Muslims landing there, but also suggested other facilities, like a prayer room. The airport has fulfilled this," Ahmad Husaini said.

He said Muslim passengers could now look forward to halal meals at two of the airport-owned restaurants, which also sell Brahim's products, including its famous nasi lemak, biryani rice and rendang ayam.

Ahmad Husaini said although the initial target was to provide meals for Muslims, the company was now aiming for a bigger market by attracting non-Muslim passengers as well, including the locals.

"This can also boost our business as we are planning to be less dependent on the in-flight catering segment, which provides 70 per cent of revenue to the company," he said.

Ahmad Husaini said almost 90 per cent of customers dining at the two restaurants at Centrair are non-Muslims and they have seen average 30 per cent growth in revenue on a monthly basis. Bernama

Hi Tonardo, KenLee and all, 2 weeks before the MH17 tragedy i was not around and i am away from the forum for quiet sometime. It's all about work, work and work. I thought that it's better to lay off for a while as i have been bragging this stock too much.

It's an opportunity for me to take a breather.
I hold other stocks like PMETAL W, HLI, HLFG and Sumatec WB, but i was nowhere to be seen there except for BRAHIMS.

What i want to say have already been said so no point rambling here everyday and it becomes an annoyance .

OK,this will be a fast update to all of you here and it's of up most important. Take heed!

As i have said, I'll hold BRAHIMS till 2015 or till i get another of my 599GTO.
I don't run, and i won't run.
Till death do we part!
BRAHIMS was supposed to break the RM2 resistance in July and then climb to RM2.14 by month end,
unfortunately, the UNTHINKABLE happened!

Don't worry that the stock is pulling back now, anyway you are not a contrarian nor a short term player, so, it's an opportunity to collect now.
I bought yesterday ranging from 1.65 to 1.67. I'll collect again if there's a pullback today.
BRAHIMS fundamental is intact and don't worry about the next quarter result. It's within expectation.
No worry about the deal with MAS, Khazanah won't squeeze BRAHIMS to the core nor their balls. A renegotiation is definitely on the card
but the outcome won't be awful and painful. Believe in Dato Brahim, he is articulate and enterprising to bring BRAHIMS to the next level.
Definitely BRAHIMS is slowly and steadily breaking and loosening the shakle from MAS . You will know it soon.

Last but not least, please hold on to your stock, if you intend to buy, get it soonest.
This stock is well taken care of and it's well cornered. I know it well enough and i know the players, that's the reason i have the confidence to buy whenever there's a pullback.
BRAHIMS is brewing, very soon there will be something good to your ears. Take this seriously.
No need to search and analyse, i know between facts and fancies and i don't create fact from thin air nor do i speculate.
Wait patiently.
Happy Trading!

Second time acquired in a week.
Eagle-EYED investor.

http://bursaannouncement.blogspot.com/2014/07/company-announcements-ekovest-bonia.html

A Carnage in Belo Horizonte! BRAZIL is weeping!!!


It's good to hear that US stocks retreat and taking a breather.
It's an opportunity here.

As stock indices hit new highs, there are those that fear further gains, given defensive positioning, but more worry about buying in now just in time for a severe pullback in US stocks.



Many investors wonder if the ride is over.
I do think a vulnerable 10% decline in the weeks ahead, albeit within the construct of a secular BULL market that has left years to run.

Happy Trading and Sure Lady Luck is ahead waiting for BRAHIMS!

High Alert!

@Tina Khoo @Bs1688@Tornado-My Friend@ozzie75/reminds me of Ozzy Osbourne-heavy metal.@johnny cash-reminds me one of the most influential American musicians of the 20th century@zylkron-BRAHIM'S stock movement looks like main main, in fact that's the classic BRAHIMS! -you have to be patience and steadfastly perseverance to bear with it, or else you'll be strip bare naked!@RedEagle and All Brahimians.

If you are holding BRAHIMS, do not sell for the 10% or 20% profit as of now.
The Big players and Syndicate (that i know of) are playing very cool and the volume justify that.
Ethically, I should not disseminate this in the forum but i insist to share something that i deemed will definitely bring joy to everyone here IF you believe in BRAHIMS.



Brazil and West Germany - going to kick of soon,
so,
I'll make it very brief and i want all of you to have a fair share of it.
No Joy if i am the ONLY ONE making BIG! Let's look forward for the 'BIG' day and i dare to dream BIG!!!

*The players and The Main Syndicate are just waiting for the Right moment and timing to Strike.
They won't be doing anything (and these few days the market forces are dictating the stock) until a major announcements or Catalyst , not push but shove the share up and this is where the rally will spark.
BRAHIMS major Catalyst are plenty and the timing of announcement is of utmost important.
It's very near and it could happened anytime, and this time it's going to be a strong upward trend.
I can't talk here too much or else my head will be GUILLOTINED!

I am absolutely Clear. Concise. Consistent with what i am disseminating here.
Not an iota of doubt!

Alliance Price Target coming out very soon.



Source: Hong Leong Investment Bank Research


Brahim’s Holdings Bhd - Positive Mode Still On

Highlights
Our latest meet-up with the management has further reaffirmed our positive view on Brahim’s. We have also gathered more information with regards to the future plans of the sugar refinery project in East Malaysia.
The shareholders of Admuda have discussed about the ongoing sugar refinery project and as such, Brahim’s have came up with two alternatives: 1) dispose its 60% to the promoters with no gain or losses; or 2) promoters to capitalize all the cost incurred during the pre-construction phase (land clearing, etc). As a result, Brahim’s 60% stake will be diluted from a subsidiary to an associate level.
The latter option seemed to be more favourable to Brahim’s but nothing is firm yet at this juncture. To note, Brahim’s have not paid any capex on the project besides the 20% deposit for the land acquisition of RM14m.
Brahim’s plans to expand its in-flight catering foothold internationally by acquiring stakes in other international airports. The group is currently in discussion with airports in China and is also planning to approach Aerofood Catering Service (ACS-Garuda Indonesia). We believe there is probability for the plans to materialize as Brahim’s holds a renowned Halal certification which is recognized worldwide.
Over to its existing business, Brahim’s catering operations were largely not impacted by the MH370 incident where it recorded consistent monthly meal productions from Jan-May ’14 of circa 1m meals/month.
Brahim’s also plans to negotiate with Host Marriott Services Corp. (HMSHost) to buy out the latter’s 49% stake in D-Host, which would enable Brahim’s to consolidate 100% of DHost’s earnings. Note that earnings from D-Host are currently equity accounted.
The losses from Café Barbera is expected to narrow to circa RM0.8m (vs. 2m loss in FY13) for FY14. The group also plans to acquire the Café Barbera outlet in Indonesia, which currently generates circa RM180k/month. Acquisition costs will be offset by the RM700k seed money injected in FY12.
Risks

Pandemic outbreaks
Slowdown in passenger movements
Termination of concession agreements
Relatively elastic demand
Appreciation of US$ and/or depreciation of RM

Forecasts
Despite numerous plans and initiatives mentioned above, we are keeping our numbers for now. We will only be imputing these contributions as and when these initiatives solidify.
Rating
BUY
Positives – (1) Niche industry; and (2) Sustainable earnings from long-term concession agreements.
Negatives – (1) Earnings highly dependable on economic conditions/pandemics; (2) Delay in the opening of KLIA2 and sugar refinery plant in Sarawak; and (3) Additional borrowings for any asset injections could increase net gearing significantly.



Valuation
Maintain BUY with unchanged TP of RM2.97 based on average of 16.9x and 8.7x P/E and EV/EBITDA respectively. At current price of RM1.88, we continue to advice investors to buy on weakness.

Whatever the revival outcome of MAS it's not much of a concern to BRAHIMS.
Good or Bad , BRAHIMS will be back to business as usual.
A 'GOOD' is a bonus to BRAHIMS and i anticipated it to be 'AS GOOD'
Get ready and something is popping out soon.

As Khazanah has stated previously, a comprehensive review of restructuring options for MAS is being undertaken and evaluated. The resolution of this review will be made after due consideration and after respective approvals are sought from relevant parties and authorities, including the approval of the special shareholder, Minister of Finance Incorporated and the board was expected to meet at the end of the month to discuss the plan and an announcement would be made by year-end .



Should MAS file for bankruptcy then operate under a new company and with the same name just what Japan Airlines (JAL) and American Airlines did?

This is MALAYSIA and it's not going to happened.
For those who said that MAS is going Bankrupt, declare Sec.176 or cease business are those living in another planets.

Why MAS cannot declare Bankruptcy

it is not as easy as it sounds.

1.When JAL filed for bankruptcy, It has shed all its jumbos, slashed its number of routes, reduced staff by a third, persuaded its unionised pilots and staff to take big pay cuts, and slashed its pension payouts by up to half.
Do you think this is acceptable by the strong employees' unions in MAS? Can these 20 000 employees swallow the bitter pills???
They can even force the government to rescind the share-swap agreement with AirAsia, so just imagine the strength of the Union?
They are a little bit too influential, too vocal, too powerful.

2.Given the current weak government at helm, obviously this is not an option as far as political backlash is concerned. In fact MAS has the glaring disadvantage of having several unions which can hold the company to ransom. Do you expect these unions to be happy if they are being told that the destruction of their jobs will be good for the company in the long term? How do you tell a man being devoured by a tiger that he is really helping to preserve a treasured species?

3.MAS is one of the blue-blooded Malaysia GLC’s that put prestige far above profit.
'Style mahu mati tidak mangapa' This is of National Pride and MAS has built itself an iconic figure known all over the world.
Certainly bankruptcy is one of the fastest ways to turn it around, but it cannot be accepted in The Land of Superlative and Supremacy although For the last 7 years, the national carrier has made three cash call exercise for the amount of RM7 billion only to accumulate losses RM4.1 billion in three years’ time.
It's not an ordinary company, It's MAS! Get what i mean!



I am 101% sure, not an infinitesimal amount of doubt that MAS will be Resurrected and kicking again.
BRAHIMS won't be abandon and in the worst case scenario here, they might be reducing the cost of in-flight meals and that would in turn reduce Brahim’s absolute profit per meal, as the pricing mechanism is based on a cost-plus basis. A high cost and 5 star carrier venturing into NAKED Nasi Lemak for their passengers, would this not be appalling and shameful to the management of MAS?
That's what the intense negotiation is all about now.

Take Note* BRAHIMS is not own by any Tom,Dick and Harry. If the owner is Wee Choo Keong or Samy Vellu , then i would be dead worry that MAS would terminate the contract and pay the 318Mil for the termination of the contract or BRAHIMS be given a RAW deal.

BRAHIMS is owned by Datuk Ibrahim the brother of MAS advisor.
The majority of the shareholders are GLCs and owned by BUMIs.

So do not get restless too much how the restructuring exercise is going to affect BRAHIMS.

The path is clear, there's light at the end of the tunnel, and we should be thinking how much we will be making by the end of the year.

Best Wishes to All Brahimians!

News released late 04/07 - Utusan Online.

It's from the horse's mouth.
Better believe this and BRAHIMS is for real.
Be watchful and BRAHIMS is going to create waves again.
Whatever i have said i am not going to rerun it again.
What you read from me for the past months and today are facts and not Myths.

Here are some of the highlights that need your attention if you want a piece of BRAHIM'S action.

The Headline Screams:
1.-Malang untuk MAS, untung pada Brahim’s
-tidak melihat nasib malang yang menimpa syarikat penerbangan negara, Malaysia Airlines (MAS) akan menggugat perniagaan pembekalan makanannya dalam pesawat syarikat itu.


2.-antara Januari hingga Mei tahun ini, perkhidmatan penyajian makanannya telah membekalkan sejuta menu makanan setiap bulan secara konsisten, sekali gus tidak memperlihatkan pengurangan kadar permintaan sebelum dan selepas berlakunya kehilangan pesawat MH370.

-i stress again, One Million Meal consistently every month!

3.-membeli syarikat-syarikat pembekalan makanan dalam pesawat di negara-negara asing.

4.-memulakan perbincangan dengan Aerofood Catering Service (ACS-Garuda Indonesia) di dalam usahanya mempelbagaikan pelanggannya.

5.-Brahim’s kini mengenakan bayaran makanan lebih mahal kepada syarikat penerbangan asing disebabkan kualiti makanan yang dibekalkan lebih baik untuk kekal kompetitif


Well, i don't mean it's Hunky Dory for BRAHIMS immediately but the indication is as clear as daylight that BRAHIMS is going on the right path to glory again.
As for now , i vow to BRAHIMS 'Till Death Do Us Part' till 2015.
If BRAHIMS sinks to 0.50sen then half of my asset will also submerge like MH370 in the ocean bed. That's my stake, my commitment and level of confidence in BRAHIMS.



Well, i don't mean it's Hunky Dory immediately but i am crying out loud to you to be alert and check this stock seriously.
Again,, i leave it to you, invest wisely with your hard earned money .
I don't come out of thin air just to get my 20 Mins of fame, nor doing this for fun or personal gain.

Don't SULK over BRAHIMS when each time MAS made headlines.
Don't speculate that BRAHIMS profit will collapse and disintegrated.
Don't listen to noises that this stock is on the downtrend because of a pullback.
Ignore and Filter those unfounded Dysfunctional statements made.
Just be yourself and be DISCIPLINED, last but not least, Soldier on!

Malang untuk MAS, untung pada Brahim’s

Oleh Fadzil Zainol
ekonomi@utusan.com.my

KUALA LUMPUR 4 Julai - Pembekal makanan dalam pesawat, Brahim’s Holdings Bhd. (Brahim’s), tidak melihat nasib malang yang menimpa syarikat penerbangan negara, Malaysia Airlines (MAS) akan menggugat perniagaan pembekalan makanannya dalam pesawat syarikat itu.

Di antara Januari hingga Mei tahun ini, perkhidmatan penyajian makanannya telah membekalkan sejuta menu makanan setiap bulan secara konsisten, sekali gus tidak memperlihatkan pengurangan kadar permintaan sebelum dan selepas berlakunya kehilangan pesawat MH370.

Penganalisis HLIB Research, Grace Chew berkata, Brahim’s kini juga telah mengorak langkah memperluaskan perniagaannya dengan berusaha membekalkan makanan kepada pelbagai syarikat penerbangan, termasuk membeli syarikat-syarikat pembekalan makanan dalam pesawat di negara-negara asing.

Terbaharu katanya, syarikat itu merancang untuk memulakan perbincangan dengan Aerofood Catering Service (ACS-Garuda Indonesia) di dalam usahanya mempelbagaikan pelanggannya.

Chew di dalam nota kajiannya sebelum ini menjelaskan, perolehan Brahim’s mampu terjejas sehingga 22.5 peratus jika MAS melaksanakan langkah penstrukturan yang membabitkan pemotongan 30 peratus kapasiti perkhidmatannya.

Brahim’s ketika ini mencatat 70 hingga 75 peratus perolehan daripada perniagaan bekalan makanannya daripada MAS.

"Bagaimanapun, impaknya mungkin kurang memandangkan Brahim’s kini mengenakan bayaran makanan lebih mahal kepada syarikat penerbangan asing disebabkan kualiti makanan yang dibekalkan lebih baik untuk kekal kompetitif," jelas Chew.

Tambahnya, jika MAS menghentikan operasinya serta-merta, kerajaan mungkin terpaksa membayar pampasan sehingga RM318 juta kepada Brahim’s, kerana syarikat pembekalan makanan itu telah memeterai perjanjian dengan MAS untuk konsesi bagi tempoh selama 25 tahun.

http://www.klse.my/insider/changeInShareholding/substantialShareholder/417536.jsp

A pullback and retracement jolt many senses and starts rattling nerves.
It does now warrant a remarks or signify that this stock is sinking and hell is going to break loose.
Many expect to buy and rise the day after and never pullback if possible.
When it goes the reversal, the rambling, lamenting, whining and resentment unleash from all angles.

You must have the patience and stop kicking yourself, don't glued your eyes on the monitor or else your blood pressure will rise like an elevator .

This is BRAHIMS. For the past years, as far as i am concerned, there was never a smooth ride on this stock.
It's erratic at times and can be volatile for months. At times it will bored you to death. That's the price to pay if you want to dabble in this stock.

Like i said many times and i am already sounding like a broken record :
you have to be Disciplined, Patience and be rigidly Perseverance.

Every level of pull back , i will be there to nibble or buy.
My level of confidence is still there and i don't have an iota of doubt that this stock is going to 'die'

It's very natural that when a stock drops here comes the Soothsayers Psychic Entertainment with their crystal ball rendering all sorts of interpretations that is so comical in nature and at times entertaining to read.

Don't let the syndicate outbeat you. They are playing with your emotions by frustrating and stressing you to the core.
Be Smart, to Outsmart the Smart!!!
Good Luck to ALL!!!

All noted with thanks!


Heaven's gate is once open. Window of opportunity is here, strike it!,
it's a very short period of time during which an opportunity must be acted on or missed.

Don't wait to buy, BUY and wait! Be Alert!

I can't agree more with @ neemdom.

THE DOWNSIDE is minimal and the risk is minimum.
There's not Pitfall to trapped you for long.

Anytime it'll be back ALIVE and kicking again. I reiterate, the timing is of essence.

Come 15-20/07, My reading that it will pierce 2.15 if there is no unforeseen circumstances.

The syndicate is as cunning as a fox and as shrewd as a snake.

You must have the DISCIPLINE, Patience and Perseverance to out beat them.

Don't play to their tune, don't wait to buy , buy and wait and you'll not be disappointed.
A huge handsome bonus is waiting for you at the end of the year and your 2015 Chinese New Year celebration won't be the same again.
No need to Scream, Chant and Shout everyday- what more Cursing and Swearing the counter.
They love to see you getting restless, hopeless, frustrated and impatient.

That's how you'll be squeeeeezed and MILKED to the last drop, so when you start unloading, they will be collecting.
So when you start to lose all hope, they will spring a surprise to rattle you.
That's how they work to outsmart the minority.
I am very familiar with their movements and this is a classic BRAHIM'S play.
Look at the disparity of the volumes when the stock is on the reverse side.




Here is the latest ( last Week ) list of shareholders which are tightly held and the list of 30 shareholders which are controlling 85% of the shares.

The free float is only 15%. Not a doubt, this is a well cornered stock and it can be manipulated
within their whims and fancies.


Like i say play smart . Hold TIGHT and OUTSMART the SMART!!!


Need i say more?
Look at these 10 shareholders list. A company with substance and that's the reason
i say: Less Hype more Substance.

Shareholders
Name Shares %

Brahim's Holdings Bhd. 71,005,000 30.1%

Lembaga Tabung Haji 35,518,850 15.0%

Ibh Capital Labuan Ltd. 25,000,000 10.6%

Koperasi Permodalan Felda Malaysia Bhd. 12,223,850 5.17%

Heng Cheang Cheam 10,727,000 4.54%

Great Eastern Life Assurance Co. Ltd. 7,489,400 3.17%

RHB Asset Management Sdn Bhd. 5,447,900 2.31%

Employees Provident Fund 3,737,000 1.58%

Kumpulan Wang Simpanan Guru-guru 3,390,000 1.43%

Public Mutual Bhd. 2,963,500 1.25%

at the moment, it's half way and the Koreans are ripped by the Algerians.

@Tornado@Brahims
Can i be so naive to be holding and talking about a single stock?
Of coz not. i only talk BRAHIMS becoz it's my top small cap 2014 favourite .
If not for the missing MH370, MAS crisis and the PM Statement in WSJ, this stock would have the momentum
to be in the range of 2.70 to 3.00 by now.

It all started 30 months ago when i have the opportunity to buy at 0.49sen,
unfortunately i missed it. When it soared to 0.79 sen it triggered my senses and the rest is history, i have been collecting since then . i have been buying even at the high of 2.38 .
I knew this stock has the potential and growth to bring it to uncharted territory and since then i have stick to my guns on this stock. Come what may, i'll hold on till it peaks.

For the past 2 years i have seen the worst of this stock , full of ups and downs, twist and turns... Albeit the volatility i still cling on BRAHIMS till today.
That's the reason i am sharing with all of you my thoughts and research works on this stock.
This is a forum, i am sincerely, unselfishly disseminating whatever news or thoughts that i deemed beneficial to the community. I want each and everyone of you who believes in BRAHIMS to create more wealth like what i am going through right now.

Of course i have a few stocks that's are profitable too, but the magnitude and intensity of surging like BRAHIMS is not so exciting and that's the reason i am stuck here with all of you.
We help each other,we make our money and we still have time to shift our attention to another new exciting stock later in time.
It's never too late, so why the greed to concentrate on so many stocks?
I never believe in Jack of all TRADE But MASTER of None!

I am holding some defensive stocks and stocks which are sacred from sharing and writing about it. It's strictly and highly confidential which i can only advise you .
Remember on the 16/06: HLI sister firm NARRA hits limit up at 2.70 and HLI was 7.00?
Immediately Bursa Malaysia issued an unusual market activity query (UMA) to Narra and both retreat in tandem.
Watch out and be alert. I don't call you to buy for fun or my personal gain.
I reiterate, BUY HLI on weakness and dips.

This is a public domain and i have to be careful of what i wrote or else MY Head will roll OR it will definitely be in the chopping block!
Some of you will receive my email soon and you'll fully understand what it is all about.


********From My Reading BRAHIMS is going to SHATTER 2.15 and away by 15/07/2014.
Of course the faster the better********.

Be patience and don't get over too excited. Investors should remain invested and the recent short term price weakness is due to Etihad denies colloboration with MAS and the divesting of the sugar refinery . It's a very mild knee jerk reaction and everything should be all right.
No right thinking syndicate is going to push up the price when some not too favourable news are seeping in the stock. So stay chill.
Newsflow will be stronger soon with new and positive developments. Good days are ahead.

@Brahims
who is advising short term investors to sell on strength and buy on weakness is absolutely right. I hope we will all be helping each other for mutual benefits and lets make this community BRAHIM'S forum a success.
We need a concerted effort from all of us here and every opinion that makes common sense must not be taken lightly.

It's not for my personal gain or self glorification. My goal is to help everyone here making good money and to enjoy a better life. No hidden agenda BUT just Sincerity and Honesty!

A cautionary note -- because public community forums make people believe something is
going to happen, you need to be sure something really does happen!

Invest Wisely, good understanding gives Favor.
Good Luck Trading!

Noted All,
@8wpwtmt8,@johnny cash,@jawahar hassan,@raymond Tiong- sincerely humbled



There you go again. From MAS flip-flop to SPAIN and back to MAS again.
If this is not going to be a MAS bailout , then tell me what is?

The PM with forked tongue or he is not aware of what is happening in the country really amused me.


@Tornado: Why the flip-flop again?
Now you believe what i reiterate?


Ok, give me a few minutes for me to explain a little details why the prediction is a flip-flop?
This forum is for BRAHIMS, i know, but let's enjoy how the jester that runs our country today.

There is nothing wrong with a prediction. It's acceptable to anyone if it goes awry.


What i am trying to put forward to you is , our PM do not think much when he speaks. He is the leader of the country and
he does not know that he is in the center of public scrutiny. He has no knowledge of what he is speaking at times.
If he has followed the development of Spain soccer team he wouldn't have predict that Spain would be the 2014 WC winner. Definitely not. When i heard it, i knew that he is going to shoot his foot again!

The simple reason:


1.Spain is not the SPAIN of 2010 (WC Champion) and 2012 (Euro Champion)- They struggle in the qualifier rounds.
2.Spain played pathetically in all their friendlies.
3.Iker Casillas is considered one of the best goalkeepers in the world, he has been criticized by some for lackadaisical play. His former Real Madrid manager, Jose Mourinho, even benched Casillas in favor of backup Diego Lopez in 2013.
4.Spain failed to play like Spain and seemed erratic compared to how they played in Euro 2012 and the 2010 World Cup.
5. Spain also seemed to be a much different team without their star center back and unsung hero Carles Puyol, whose absence appeared to be too much to overcome.
6.The 2014 roster looked rather similar to the 2010 roster which are quite i should say 'outdated' and they don't have
that kind of conviction and urgency to win for the country. Spain probably needed a shakeup with young players like Jese, Asier Illaramendi, and Alvaro Morata to throw off the competition.


If the PM has some of the knowledge here he wouldn't have predicted Spain. He did not do his homework and just shooting from his mouth without going into his brain.

Hey, Mr PM, i am sure you can do better than that? who am i to compare to you?
I am only a small fry. You are surrounded by the best brains BUT you still Flop, Sigh!


That's the reason you see how Spain was LACKLUSTER and SHAMED by Holland , still not enuf and they played LACKADAISICAL and was humiliated by Chile.



We need a PM that is alert and not aloof , clarity of vision and ability to connect with the rakyat and not running and hiding
in hibernation when the time we needed him the most.


What i posted about BRAHIMS in the forum here are my sheer hardwork and research that i spent many hours

studying the company. I won't buy on hearsay and what i share to all of you here are not speculative in nature.
My level of confidence in BRAHIMS is very high and that's the reason i have a very high stake in this company.
Whatever i have posted here about BRAHIMS is very consistent and i am ready to wait it till BRAHIM'S peak.
The Good days are coming soon for BRAHIMS.
@Stockman: i have stated quiet sometime ago that the sugar refinery is no more viable.
BRAHIMS will divest it.
Don't worry about the sugar refinery, Syed mokhtar's Tradewinds or MSM are there waiting.
I help you, you help me, you take away the sugar license and you give me a good deal with MAS!
Close case!!!

This is what the Headlines Screeeeeeams!!!




We are not closing down MAS for now, says Najib

National carrier Malaysia Airlines will not be closed down for now Prime Minister Datuk Seri Najib Razak said today.

Najib said although MAS was incurring losses, the direction of the company is still being reconsidered and any financial implication to the government would depend on the outcome of the due diligence being undertaken by the main shareholder, Khazanah Nasional Bhd, Bernama reported today.

"The government has discussed MAS' dismal financial performance and has asked that the due diligence be carried out soon to identify the reasons behind the losses and the best options to solve them.

"Khazanah, as the biggest shareholder of MAS, has also undertaken studies to evaluate the airline company's past performances and its current status.
"The findings of the study will be presented to the Khazanah board as soon as it is finalised in order to decide on the future direction of the company," Bernama quoted the prime minister as saying in a written reply to Lim Guan Eng (DAP-Bagan) in Parliament today.

The Penang Chief Minister asked Najib whether the suggestion to close down MAS was part of a plan to revive the national carrier which incurred losses amounting to RM4.1 billion since three years ago.

According to Bernama, Najib, who is also Finance Minister, was asked to give a breakdown of the losses recorded for the duration, the negative impact on MAS employees and shareholders and the losses incurred by the government in terms of grant and financial guarantees.

In the prime minister's reply, it was also stated that MAS had recorded a net loss of RM2.52 billion in 2011 following the slump in the aviation, sector especially for cargo service.

He explained that there was an increase in operating costs, especially that of fuel, while non-fuel cost climbed on capacity-related costs, marketing, maintenance and provisions for aircraft that were phased out.

However, Najib said with the implementation of strategic measures under its comprehensive business plan, MAS succeeded in turning around its financial performance and recorded a net profit of RM431 million in 2012 against a RM2.52 billion loss in 2011, Bernama reported.
Najib said the flag carrier did record a 10% growth in sales to RM15.1 billion for the financial year ended December 31, 2013, versus the RM13.8 billion registered in 2012, adding that the increase could be attributed to an increase in capacity.

"However, MAS still incurred an after-tax loss of RM1.174 billion. This loss was due to higher fuel cost and a weaker ringgit against the US dollar (foreign exchange losses)," he said.
For Q1 this year, Najib said MAS' net losses widened to RM443 million against net losses of RM279 million recorded in the previous corresponding period.

The losses were due to pressure on yields, under-performing non-core activities and negative sentiment on the airline which overshadowed commendable air traffic growth and cost savings, Bernama reported. – June 19, 2014.

Giggling me: Another Flip another Flop

On April 24 Mr PM told WSJ that MAS is beyond redemption and cannot rule out Bankruptcy.
Recall what our transport minister said about MAS crisis? A Firm NO BAILOUT!

Read Today Absurdity!
The Headlines Screeeeeeeam!
Finally Khazanah Nasional has to bow and do another bailout.
Is this not flip-flop from the top to the bottom?
Of course i am happy because i know from the beginning that BRAHIMS will rise unscathed.
That's the reason i hold on to BRAHIMS for the past 30 months.

Good News to BRAHIMS and MAS!!!...........

@Tina Khoo

@kenlee123-Noted!

I can't believe this!
Our PM flip flop again, Spain the defending champion is the FIRST team to be out of the world cup!
Our PM has a poor vision and ONLY spews "verbiage" from the mouth without much thought.
He is the one that put MAS and BRAHIMS in SHOCK -sending both the stocks plummeted to the abyss in no time. I cringe with anger when i this runs to my mind.

@Tornado: if by the grace of god and your kind blessing i am on the the board then you will be my sidekick, then BRAHIMS will go nowhere but DLady or APOLLO in the making OR maybe aspires to be YeelLee initially. WOW! we are great illusioner!!! Hahaha! well, let BRAHIMS rise further and beyond uncharted territory , we make our money and wave honorably to BRAHIMS and put everything to rest, so don't get deluded.



Now , BRAHIMS is back with a revenge. Did i said this when BRAHIMS was plunging?



I am elated when BRAHIMS
-Managed to close above the psychological level.
-Distressing and Negative news are fading.
-The fortune of BRAHIMS has turn around and the feel good factors has begun.

The first news to hit: Brahim's targets 30% sales growth in 2014 via new markets in Italy and US.
Imagine BRAHIMS producing 12 Million meals to pilgrims in Mecca annually
Stronger results and a re rating due.
Recent sign-up with Lufthansa
AAX’s long-haul
Contribution from KLIA2
interest savings (2Q onwards) from the group’s loan refinancing into Islamic loan.
More deal with more foreign airlines coming soon.
Merger and Acquisition could be in the offing soon.

MAS moving to a new and positive direction which is good news to BRAHIMS:

http://centreforaviation.com/analysis/malaysia-airlines-considers-tie-up-with-etihad-as-restructuring-process-slowly-begins-172934

MAS shares charting new highs -post MH370 crisis
BRAHIMS share still 50% off the high during post MH370 crisis: this translate to immense potential and lots of rooms to move higher.

Tabung Haji has finally completed the acquiring of 15% BRAHIM'S shares for them to sit on the board.
-http://www.bursamalaysia.com/market/listed-companies/company-announcements/1659985

More exciting news in the offing and all are coming soon .

Take a deep breath and Hold on tight. Do not sell or else you'll have to buy at new high, so,

DON’T WAIT TO BUY BRAHIMS BUY BRAHIMS AND WAIT.




This is good news from MAS and slews of GOODIES from BRAHIMS are flowing like a river water very very soon...........

Shares of Malaysian Airline System Bhd (MAS) rose the most in more than a year on Wednesday following a media report that the loss-making national carrier will form a partnership with Etihad Airways as part of a rescue plan.
Shares of MAS, which counts state investor Khazanah Nasional Bhd as a major shareholder, rose as much as 18 per cent in Wednesday trade.
The counter was up 13.6 per cent at 25 sen (8 US cents) a share at 0758 GMT, outperforming a flat market.
Shares of MAS have risen almost every trading day since June 10 after Khazanah Managing Director Azman Mokhtar said the government is committed to formulating a revival plan within a year because the airline's operating cash reserves are on course to run out by then.
On Tuesday, the Sydney Morning Herald cited the CAPA Centre for Aviation as saying there was a possibility that Malaysian Airline will partner Abu Dhabi-based Etihad. "Investors are punting their money on the government saving MAS, regardless of whatever plans are installed," a broker with a Kuala Lumpur-based investment bank told Reuters.
Investors were previously worried the disappearance of Malaysia Airlines Flight 370 was putting too much additional stress on MAS' operations, the broker said.
Etihad declined to comment on the report and MAS was not immediately available to comment when contacted by Reuters.

@Tornado
@sk26
@sookfun
@kl25
@Bernard Tan
@pradeep


Hi Friends, each and every of your emails Noted!
I am stealing 25 mins of the half time between Brazil and Mexico to send this posting to all of you here.
Wow! the atmosphere is ELECTRIC!!!

You don't need to buy, keep HLI in your portfolio and wait for a few months. See whether what
i say is real or not? I have nothing for you to believe and i gain nothing proofing to you too.
So, The proof of the pudding is in the eating. Let's meet in a few months time here again.

Today BRAHIMS did 670 lots. 65% comes from my account- buying.
Collecting again and bought most at 1.96. Hopefully to collect more if it stays.

BRAHIMS and Dsonic are fighting neck to neck now.
Which stock is going to stay above RM2 soon?
Which to buy?
Which has more HYPE and less substance?
You Justify!
A Brief comparison:
BRAHIMS -share issued: 236Mil / -DSonic: 1.35Bil
-P/E ratio: 12 / -P/E ratio: 32
-Revenue:400Mil /-230Mil

These are the Hype and THE DIE HARD DSonic investors are just DYING for the news:
-Petrol subsidies based on the MyKad from DSonic where Datasonic will have a stake in a special purpose vehicle overseeing the programme with the GOVERNMENT HOLDING THE BULK OF THE SHARES.
I reiterate : GOVERNMENT HOLDING THE BULK OF THE SHARES.
-Medical Card-very vague and i doubt this would eventually becomes a reality in Malaysia.

I am not going to elaborate much and you just justify yourself whether all these are viable and practical in
Boleh Land?
Talk is cheap and let's see what and how these Magicians are going to use their Magic Wands?

Honestly i opine that DSonic approach is for more on trading perspective rather than holding long term.
Just look at how the stock plunge and rise with the management harping goodies after goodies to investors,
I can only smell rats and sense that someone is Making Hay while the Sun Shines.
This STOCK has RISEN madly SUBSTANTIALLY, the euphoria is coming to an end, I BELIEVE THAT THE RISK TO REWARD PROPOSITION IS NO LONGER IN YOUR FAVOR.
So, to right investors mind, why buy DSonic when you can buy BRAHIMS at the same price?
No, certainly not the other way round!
Anyway, the hard earned money is yours, which to buy? You evaluate and justify!

Don't be offended All DSonic Lovers, it's my humble opinion.
Nothing more nothing less.


Well, in the meantime, Watch out BRAHIMS, it's going to pierce RM2 soon and the rest is history.
Look at the movement of this stock, classic BRAHIMS!

Less Hype More Substance!

@pradeep-It's half time between Portugal and Germany.
Now i have some time to get back to you.
HLI is not pick at random. It's because i was asked , and that's the reason i am sharing this particular stock to you.
I don't speculate. I am not a Shaman King or Raja Bomoh, I don't play God nor i am demi God.
it's based on very strong unprecedented reasons that i am recommending this stock to you.
It's just the kindness and thought to one another in this forum that i am sharing this stock to all of you here, that's all,
nothing more , nothing less.
You evaluate it.
You buy this stock and you'll sleep as soundly as a new born baby every nite and you dun need to check your heart rate
everyday. No worries as in a few months or even weeks you will see what you reap.
Much much better than your returns from any financial instruments from the banks or broking houses that can offer you.


Buy it when you still got a chance and this stock is Bullet Proof unless there's a financial turmoil .
You dun need to believe me, just follow this stock for a while and mark the movements.

I got your email address and we will connect.

Good Luck my friend.

@Tornado-we are the same “财神” God of Wealth!
You are a man of wisdom and together we prosper.
-BRAHIMS is seeing Light in the tunnel and good days are set to roll.
17/06/2014 01:00

@fortunebullz@Tina@Tornado@pradeep@RedEagleand all Brahimians
here is one good stock for all of you and make sure you must have the financial muscle to hold.
Not for T3 and don't think of short term gain.
It's on the uptrend and grab it before you bang your balls.
Full of energy and potential and i am not going to reveal to you too much here, just park your money in this counter and later you'll know what i meant.
Don't miss this one or else you'll regret.
wait for any weakness and grab it. Hold on tightly and you'll be grateful to read my post today.
It's none other than HLI!
@ pradeep-my pleasure.

fortunebullz The way to invest is to see upside potential not downside potential! Enough said, I will be whacked again if I say anything about Brahim!
07/06/2014 23:32

When fortunebullz replied to my postings i was so grateful that finally he speaks his mind, nevertheless i was so blessed , why? because i knew that when fortunebullz spew from his mouth it stinks to HIGH HEAVEN and definitely BRAHIMS fortune is going to turn around!
I was smiling all the way before boarding my plane and i knew that BRAHIMS will show Brahimians the way BRAHIMS is all about.
When you dabble this counter i always remind you to be PATIENCE, PERSEVERANCE and avoid all the NOISES and have faith in BRAHIMS!
This is the classic scenario.

No heart feelings , fortunebullz ! Thanks for your relpy on the 07/06/2014 23:32
I was just waiting for that and it was spot on!

Hi Brahimians, I was just back early in the evening.
So glad to see that this stock has found it's bottom and Brahimians are all getting EUPHORIC especially Tornado !
Yes! My favourite from Louis Armstrong: What A wonderful World!


Hey!, Not so fast, it's only a blessing from Khazanah Nasional and nothing has change .
Not to worry too much as Brahims fundamental is still intact.

Anyway MAS nor Khazanah cannot renegotiate a RAW deal with BRAHIMS as you can see very well who are all the major and majority shareholders.
Let me not elaborate this as you can figure out what i meant, and that's what BRAHIMS has been initiating to get all the major shareholders from....... in particular............. to gain a stronger footing and influence to whatever the company wants to negotiate with the government.

For the time being BRAHIMS has to work out something with MAS or else MAS will always be a pain in BRAHIM'S neck.
The next few quarters result will jolt BRAHIMS again unless something has been work out between the 2 parties.
So far Datuk has done a good job and i reiterate again and again! BRAHIMS won't disappoint the shareholders!
I believe MAS will be back in BLACK again, the latest by the first half of 2015 .

Any dip or weakness is a buy and i am just waiting for the right time to pounce and add more to my portfolio.
Next week it will be hectic time for me again but i'll try to accommodate my time for the AGM on Thursday.
More likely that i will be very tight with my schedule and there's a possibility i won't be available on that day.

The Greatest Show on Earth, The WC 2014 fever has kicked in, and i am glued !. I am a fanatic and i cannot afford to miss all those great matches and heart stopping moments.
Though it has only started 3 days but i opine the Samba Fever will be in history book with many records broken.
I just love some of the CRACKING matches and it has already started raining with GOALS and Cracking GOALS !!!

Distress yourself, and for 32 days we will have PURE Fun, Exhilarating Entertainment to Njoy The Greatest Show on Earth!
As they say, we'll all eat soccer, drink soccer, sleep soccer and dream soccer!
Njoy it all you can, for in life as in soccer, be it loss or fame.


http://www.youtube.com/watch?v=lUN1h-ygHVE


http://www.youtube.com/watch?v=yxQHgVhxfMc

Now it's the testing time for BRAHIMS share holders again.
That's why i say it's BRAHIMS classic movement. It will be very very frustrating following the movements of this stock.
If you are not patience enough it is going to squeeze you till kingdom comes. Don't follow the stock movements everyday, it's going to be heart wrenching!
It can be so boring and humiliating that the cursing and swearing will come in from all sides.
I have been tested many times and i prevail.


I believe after the MAS restructuring this stock will be moving through a tight range when it has found it's bottom.
I am waiting to collect in the range of 1.40 to 1.50 and you'll see the stock consolidating here.
The market is not conducive at the moment. It's not only Brahims that is going for a breather.


Do hang on and believe me that this stock will rise in due time.

I cannot reveal to you too much here as i know that it will be back and kicking again!


Some funds that i know off are quietly collecting , don't think that they are stupid supporting the price for the sake of nothing.
Tabung Haji stake : around 2.30 average price.
Felda private placement is more than 1.45
Government link funds are buying at the high too.

Now the last hurdle. when the foul air from MAS is cleared , just buy and hold tight.

Look at MASKargo. Year in year out, losing to the tunes of millions and finally the CEO resigns .

From what i know there is an intense and fierce negotiations going on between MAS and BRAHIMS.
Datuk is doing a good job here. He is very firm in what he is doing and he won't budge .
Take it or leave it!
He has the business acumen and he is also articulate. He has lots of chinese
business friends and colleagues that i know off with him and they help each other from the day he started his business. That's why he is so enterprising and has far sighted vision.

That's the main reason i INVEST in BRAHIMS.


This is how MAS Catering was turn into a profitable company when BRAHIMS took over. MAS should be blessed.
BRAHIMS only managed to pay off the 170Mil plus interest in 2012.
2013 , profit coming in and 2014 BRAHIMS share shot to multi year high and that's where the envious and jealousy
surfaced with all the wild accusations.
Human Nature! it's also same in the forum. when BRAHIMS share plunge you can see that it will be overwhelmed with 'GENIUS' laughing to their heart's content, insulting and mocking Brahims Investors.
Another person's suffering becomes another person's joy, that goes without a bit of empathy.
I am not very sure what is the fun? What satisfaction does it derives?

Final words of advice: You are Investing for productivity Asset and BRAHIMS will finally gives you a handsome return.






I am at KLIA2 Hot Wok at departure airside hall since 8.pm. Going to board my plane and as i can see all the premiums store that BRAHIMS owned are packed and doing a brisk business here:
Burger King
The Chicken Rice Shop
Taste of India Local
Big Bowl/Noodles & Yong Tau Foo
Hot Wok
Satay
Beverage
Japanese Japanese
Popeyes Fast food

Imagine 60 000 visitors in KLIA2 perday!

Till we keep in touch. Adios, and Wish you all Good Luck!

@Tornado@Kenlee


16 to 20 is going to be extremely busy week for me. i have already make known to attend the AGM but i am not sure
i'll be there. I like to meet both of you if i have the opportunity.

Forget about the sugar refinery for now , no need to even ask as this is no more a viable project. It won't bring any good to BRAHIMS if they go ahead with it. Fortunately it's not too late for them to divest.

BRAHIMS is not in favour by the present evil regime. They have vaporized the whole project to thin air.
I think you all know what i mean.
MSM Malaysia Holdings Bhd and Al-Khaleej are setting a sugar refinery in Tanjung Pelepas and they are going to produce
cheaper raw sugar by 18% to 30% cheaper than the current price.

prior to that, Brahim's had an advantage over sugar players' such as MSM Malaysia Holdings Bhd's in terms of margins and efficiency.
Brahim's have better costs structure as raw sugar will be supplied by Thai Ruong Ruang (Thailand's second largest sugar manufacturer and exporter) based on market price of US16.3 cent per pound against long-term contract (LTC) price of US26 cent a pound
When BRAHIMS sign an MOU with TRR , this was going to be a threat to MSM and Tradewinds own by Syed Mokhtar.


This was how Brahims was hoodwinked and screwed.
BRAHIMS paid:
-150Mil for the factory-fortunately it's not too late to save the 150mil or else Brahims will be in deep shit!
-20 Mil to Admuda in Cash and Shares (18 000 lots of BRAHIMS Shares of 0.79sen when they signed the MOU)-Write off.
I thought that this is the project that is going to propel BRAHIMS beyond RM3 but now BRAHIMS has no option but to focus on his core business.

very soon
-Desatera is going to be listed or is injected into Brahim’s.
-ventures in Saudi Arabia and Jordan more news coming in soon.

If i had sold all my BRAHIMS share at the price between 2.50 and 2.70 , i would have profited two 2012 Ferrari 458 Italia
Now i am left with one only. I have to be contented. My level of confidence was very high in the beginning of 2014 and
i know that this is the stock that is going to make me WIN BIG.
Remember all the recommendations from no less than 5 research houses calling for a strong buy.
Unfortunately, BRAHIMS fairy tale run was shattered by the Missing MH370 and this snowballs effect has bought this
stock fall from grace. The pressure mounts from all sides so there is no reason for the stock to defy gravity now.

@kingdomtan888

@traderman-you are right-realistic and with common sense.
@Nononsense-BRAHIMS will be back, definitely!

Why 0.90, why not 0.79 or 0.41
In the stock market anything is possible.
Miracles do happen.
1 % is also a possibility.
So if they thought there's a possibility then let them queue below 0.90 everyday and wait for PIGS to fly.

Well, maybe a financial meltdown could send this stock to it's previous low. I can't rule out.
If that happened, every sectors and stocks will not be spared. At that point of time you have lots of choice to choose.
Why BRAHIMS only?


Just read an article 2 weeks ago about a financial meltdown looming.
Just to share with all of you here.

It is only a matter of time before the stock market plunges , according to several reputable experts.



Mark Spitznagel, the hedge fund manager who is famous for his hugely profitable billion-dollar bet on the 2008 crisis, said, "We have no right to be surprised by a severe and imminent stock market crash. In fact, we must absolutely expect it."
Unfortunately, Spitznagel isn't alone.
"We are in a gigantic financial asset bubble," warns Swiss adviser and fund manager Marc Faber. "It could burst any day."
And billion-dollar investor Warren Buffett is rumored to be preparing for a collapse as well, as his "Warren Buffett Indicator" is breaching crash-alert status.


I have read Marc Faber comments about a severe market crash looming many times but it was nothing but a hoax and
falsehood.
Maybe this time it should be not too far within our horizon.
BUT, I don't think it will happen anytime so soon but anyway be cautious.
Russia's stock just started to rally and there's a bull market now.
Be Vigilant , My dear friends.

Now 2 conflicting announcements

One from HLG : http://klse.i3investor.com/servlets/ptres/23373.jsp

and the other form ALLIANCE DBS : http://i.imgur.com/HJXXouH.png

Sorry
Go to bursa announcement and you will see the details

@kl25






Can still recall why on the 29/05 this stock which was inching up to break 1.77 and all of the sudden it came crashing down to 1.72 before rising to 1.75 again?
All because of the article form Alliance DBS and the selling were mild from some retails because of the knee jerk reactions.


Below is an article that came out on the 29/05 from Alliance DBS .
I received it on the 29/05 in the late afternoon and i was sceptical to share it here immediately.
If i post it without checking the facts , it will create fear to all my dear friends over here.


It's distressing reading it and it's a pale comparison from what this analyst who wrote it on 15/05

I called the analyst on monday morning and get some clarification.
He told me that this article is for his direct client and whatever written is a POSSIBILITY only.
ALL ASSUMPTIONS he said.

This really irks me as the analyst could not clarify to me why a 180 degree u-turn from the previous article.
He can only say that it's a recommendation to the clients.

Here is the report for the direct client on the 29/05

Brahim’s Holdings Bhd was downgraded to Hold from Buy by AllianceDBS Research, with a new target price of RM1.70, down significantly from its previous RM2.95. The research house cited Malaysian Airline System Bhd’s cost-cutting, as well as MSM Malaysia Holdings Bhd’s new sugar plant, along with weaker results as the reasons for the downgrade.
Malaysian Airline System Bhd is undertaking a restructuring exercise, which includes a cost-down measure that in turn attempts to reduce the cost of in-flight meals. This could very well mean less profit per meal for the supplier of the airline’s meals.
At the same time, Brahim’s upcoming sugar division, Admuda, is facing the threat of being dropped. MSM Malaysia Holdings Bhd has plans to roll out a new sugar plant at the Port of Tanjung Pelepas, Johor, which is expected to reduce processing costs for the company by up to 35%, outweighing Admuda’s logistic cost advantage in Sarawak.
“It would be challenging for Admuda to market its product once MSM’s plant is completed in 2016. On this note, we would not discount Brahim’s calling off this venture,” noted AllianceDBS Research.
Brahim’s Holdings Bhd also recorded a weak first quarter, reporting only 15% of consensus’ full year estimates. However, AllianceDBS Research notes that this is within expectations, as the first quarter is normally the group’s weakest quarter.
Brahim’s Holdings Bhd’s shares are currently valued at RM1.77, up 4 sen.

Unfounded!
It's a FIGMENT of Imagination from the Analyst.
I am not free to detailed you now.
Stay tuned .

@Kl25
Well, no good no bad n BRAHIMS business as usual
Intense negotiations going on BRAHIMS will roar again!
Let the storm in the teacup settle as there were some bad news
Circulating around. That's the reason it suddenly drop
fr 1.77 on Friday and the investors are digesting it.
I will disclose it in due time.
This is BRAHIMS classic movements n do not worry too much.

In fact I have mentioned all what Datuk said months ago
in my previous postings
What Datuk said was spot on!
The deal dun fall fr the sky n if it is so lucrative
then let Chef Wan n Wee Choo Keong run the
Catering business in MAS
THEY will run down MAS in no time!
The problem with MAS is the Management n they
Still dun get it!
Pea Brain!

This article came out in : All Business Daily
The Malaysian Daily
Heading:
Brahim's , MAS in talk to cut meal cost.

Malaysian Airline System Bhd (MAS) is currently holding talks with its catering partner Brahim’s Holdings Bhd, in a bid to reduce the cost per meal and thus help contain the carrier’s high operating cost.

Brahim’s executive chairman Datuk Ibrahim Ahmad Badawi said discussions have been underway since a fortnight ago, on ways to reduce the average RM260 million that MAS pays Brahim’s annually for in-flight meals.

He rubbished talks that MAS might seek to end its 25-year-old concession pact with Brahim’s, to control the carrier’s operating overflow.

“All MAS is interested to do is to get the meal’s cost down and that is what we are doing now. We are only the supplier who can serve the large meal base that MAS needs,” he told The Malaysian Reserve in an interview recently.

Brahim’s now produces an average of 50,000 to 55,000 meals daily, with 70% of the meals taken by MAS. Brahim’s closest competitor is airport ground-handling service provider KL Airport Service Sdn Bhd, a subsidiary of DRB-Hicom Bhd, which has a maximum production capacity of 5,000 meals a day.

Ibrahim said the meal cost-cutting programme for MAS had been in place since 18 months ago, which was all started by the airline cutting down groundnuts and anchovies for its in-flight local delights and nasi lemak.

“They saved five sen per meal as a result of the reductions. Now, they are talking to us to further reduce the cost of maybe, other food items,” he said.

Ibrahim, who has been involved in the catering business for some two decades, opines that MAS’s method of focusing on reducing meal cost is not “very laudable”, especially being in the airline industry.

“I don’t think that is the way to cut cost. Food is very essential in a premium flight because it involves the health and comfort of the passengers. MAS should take example of some Middle Eastern airlines, which are very particular about food in the sense they don’t mind paying more for quality food for their passengers,” he pointed out.

Ibrahim also dismissed claims that MAS’ poor fiscal performance is due to extensive payment dished out to Brahim’s for in- flight meals.

He said catering only makes up between 1.6% and 1.8% of the airline’s annual operating cost, thus it is utter “foolishness” to suggest Brahim’s dragged MAS down financially.

“We are not making excessive profit. Our turnover last year was close to RM400 million and the profit was about RM39 million. In the catering business, 20% to 25% margin is the norm. We are not even there.

We are only making 10% profit margin. So why the question of excessive profits always crops up when MAS reports bad financial quarters? Mamak shops are probably seeing 200% profit margin,” Ibrahim said.

He also questioned how much more MAS can save from the RM260 million average or 1.8% of annual operating cost it pays for the catering service.

“You can remove all the food, but might as well you close the airline because it is near impossible you can run a premium airline without food,” he stressed.

Ibrahim said the 25-year supply deal with MAS is related closely to Brahim’s takeover of the loss making operations of MAS Catering back in 2003.

“Not many people realise that we paid RM175 million cash when we took over the catering business from MAS Catering and we inherited accumulated losses of RM240 million,” he said.

That was the only reason why Brahim’s was served with a 25-year agreement, enabling the in-flight caterer to recover the debt and investment it took over upon purchase.

Brahim’s only cleared the debt and returned to black in 2012, after it started reporting operating profit since 2004.

“The business had negative shareholders fund and 1,750 workers who we were not supposed to lay off in the first three years. So, it was actually a rescue mission — a bailout.

“People think I got the deal on a silver platter. MAS Catering was to be sold as the prime minister at that time opined MAS should concentrate on its core flying business,” he said.

Ibrahim’s brother Tun Abdullah Ahmad Badawi was the Malaysian prime minister in question.

@mrchuckle363
Yes, you are right!
Nazri just make the announcement and that 's the reason our PM is still in China.

MAS has managed to bounce back as far as bookings are concerned, mainly for travel within Southeast Asia, Australia and New Zealand in the past several weeks.

@Nononsense





Yes you are right, the government link companies and institutional funds are fighting tooth and nails to be on BRAHIM's Board.
Finally, Tabung Haji was chosen.
You need to have more than 35 000 lots or more than 15% , Tabung haji has 14.9% and is approaching soon.
Tabung Haji was chosen because there's synergy within these 2 companies. Tabung Haji will bring business to BRAHIMS.
Tabung Haji is going to Blessed Brahims.
Tabung Haji bought 4000 lots at 2.15
Second tranche of the private placement was at the price of 2.339 = 10 500 lots.
Bought form open market at the price ranging from 2.21 to 2.55 =more than 10 000 lots.

So, you figure out the average price Tabung Haji has committed for the 15% stake?
I leave it to you.

@Brahims


MAS has been a 5-Star ranked airline since 2005.

ONLY five other airlines in the world are ranked 5-Star
– Asiana Airlines, Cathay Pacific Airways, Hainan Airlines, Qatar Airways and Singapore Airlines.


The World Airline Award are the global benchmark for airline excellence,
with over 18 million travellers from over 160 countries and 100 different nationalities taking part each year in the world’s largest independent passenger satisfaction survey to decide the winners.

In Farnborough, UK, 2012 MAS was Awarded 5-Star Status at Skytrax Awards.
Not one but TWO awards :
‘World’s Best Airline Cabin Crew’ and
‘Best Airline Signature Dish’ for its Satay.


In 2013 Le Bourget, France, MAS again received the prestigious accolade of ‘Best Airline Signature Dish’ for its Satay, a traditional Malay dish, served in the First and Business Class cabins. This is the airlines’ second year running to win this award.


These awards are significant achievements for MAS and MAS has already built it's brand as an airlines icon throughout the world , so do you think MAS wants to lose the 5 star status from SKYTRAX by serving passengers cheap meals or cutting corners on the service?
Definitely it is a No, No!
So be assured that BRAHIMS will get a good deal from MAS.
So, to tell WSJ that the pride of the nation going Bankrupt and beyond redemption is just senseless uttering.
Some people just like to shoot one's mouth off without using their brain.
It's so pathetic!

@Tornado
MAS needs to 'DETTOL' away the underperformed and unproductive managements , only then we will see the DAYLIGHT
Iin MAS !

@kenlee@Tornado@iwtbsi@Tina





AGM, 19/06

I might or might not be there because of my work commitment.
If i am not there , my proxy might be there for me or you might be able to help me, kenlee.

This is the concern i am going to forward to the BOD:

The latest Jittery stems from MAS poor quarterly results and the lost of MH370.
Investors fret over uncertainty.

MAS is a time bomb if the management slumber again, BRAHIMS will again be in the spotlight.
Year in year out and this has been happening for the last 3 years.
This is the last chance for salvation for MAS, either they make it or they break it and it will be beyond redemption this time .
So, we need BRAHIMS to break or remove the shackles from MAS.
BRAHIMS needs to take all the measures, best to reduce the highly dependent on MAS .
The management said that they are working towards it but the fact here are some naive investors still
refused to understand because of the fact that BRAHIM'S revenues from MAS sits almost 70%.
PLEASE, Do not let BRAHIMS become the ransom of MAS each time when MAS is shaken with poor quarterly results.

My last word to the BOD is: Break BRAHIMS bands asunder, and cast away the cords from MAS if they are
not doing anything and sinking to the ABYSS.

Last but not least to all investors out there: Investing in BRAHIMS is going to be one of the least contentious issues in investment. When buying this stock, your chance of a good long-run returns is high.
I applaud this notion, within reason, especially when it's supported by sound fundamentals.

Specially For you , @Tornado



Valuation

TP reduced slightly to RM2.97 based on industry average of 16.9x FY15’s EPS and 8.7x FY15’s EV/EBITDA, as we realigns our valuations on par with peers (refer figure 3). Maintain BUY.
Source:Hong Leong Investment Bank Research- 29 May 2014


20/05: the TP was RM3.13
29/05:the TP was reduced slightly to RM2.97.



Last hurdle to clear
What's up in MAS sleeve for BRAHIMS?
My take: Nothing Catastrophic and it will be a win win situation.
As i said earlier, They need each other.
Selling from Institutional funds seem to be tapering by 28/05 and we will see
the typical classic moves from BRAHIMS again.

Some facts to ponder:

Dato's stake 40%, Tan Sri Mohd Ibrahim= 30%, Tabung Haji =15%, Felda=5% and
KWAP only 3 000 000
These shares are tightly held by the 4 major share holders and i do not see them selling any single share till today.
so, who is selling? that's baffling us!
It's a few institutional investors disposing and this will only tapered off by the 28/05 so we need to be patience . It's jittery!
One man's meat is another man's poison!


Do the Maths and you will see that the major share holders + institutional holders are holding more than a 100%
Perplexing right?
This clearly tells us that other than the major share holders there is a change in institutional ownership now
The top 30 Share holders are holding almost 90% of the shares.

The free floats is only less than 10%
Don't worry too much , I nearly gave up 2 years ago when it plummeted a few rounds that caused lots of fear and anxiety.


In the end I reap what I sow.

Hold on to dear life, let the institutional investors sell as they thought it's the end of the road for Brahims. Anyway they don't feel much pain as it's not their money per se.

Believe me, BRAHIMS will be back!



Shares issued: 236.285m

First private placement to Felda: 10,740,250
23/05/2013.
Issue price per share
RM1.450




Second Private placement to Tabung Haji
28/02/2014
10,740,250
RM2.339


Dato Ibrahim pare down his stake from 117 905 000 to 113 905 000 and then 12/05: 96 005 000= 40.63%

Tan Sri Mohd Ibrahim also pare down his stake from 92 905 000 to 88 905 000 and then 12/05: 71 005 000= 30.05%

# Dato Choo Kah Hoe = 25 000 000 = 10.6% -not sure of the stake by now? in question.

Tabung Haji= 35 201 850= 14.9%

Felda=12 223 850=5.17%

KWAP-retirement fund=3 000 000






Institutional shareholders



Great Eastern Life Assurance Co. Ltd. as of 09 Apr 2013
7.49m 3.17%

Employees Provident Fund as of 09 Apr 2013
3.74m 1.58%

Public Mutual Bhd. as of 09 Apr 2013
2.96m 1.25%

RHB Asset Management Sdn Bhd. as of 30 Jun 2013
2.31m 0.98%

Libra Invest Bhd. as of 31 Dec 2013
2.02m 0.85%

Saham Sabah Bhd. as of 09 Apr 2013
1.78m 0.75%

AmInvestment Management Sdn. Bhd. as of 30 Sep 2013
1.01m 0.43%

Areca Capital Sdn. Bhd. as of 31 Dec 2013
599.50k 0.25%

CIMB-Principal Asset Management Bhd. as of 31 Jan 2014
16.00k 0.01%

CT Ong Below is The Star Online News yesterday:
New TP price is RM3.13 by HLIB and not any other unfounded or unsubstantiated price stated or otherwise elsewhere.
They must always be consistent with what they wrote.
HLIB analyst recommend this stock based on facts and figures which is supported by strong fundementals.
They are supposed to be credible and reliable with their analysis.
If they speak with a forked tongue, then HLI management will flushed them in the toilet bowl and send them to an asylum.




Brahim's outlook remains intact, although MAS' problems may have an impact

by isabelle lai

PETALING JAYA: Inflight caterer-cum-restaurant operator Brahim’s Holdings Bhd’s long-term prospects remain intact even though in the short-term, the problems at Malaysia Airlines (MAS), from which the company derives a majority of its earnings, may have an impact.
Hong Leong Investment Bank (HLIB) Research analyst Grace Chew said in a report that Brahim’s may take an earnings hit of up to 22.5% should MAS embark on restructuring plans and capacity cuts.
She said this assumed a 30% cut in passenger capacity, given that Brahim’s derived between 70% and 75% of inflight catering revenue from MAS.
However, the silver lining is that should travellers opt for other airlines, which are already existing Brahim’s customers, then the impact on the company’s earnings would be much less than the 22.5%. Brahim’s supplies meals to over 30 other airlines.
“Furthermore, we gathered that the share of inflight catering revenue by foreign airlines (non-MAS) is growing at a faster rate due to the higher price per meal charged. The higher price is largely due to the higher quality of food demanded by respective airlines in an effort to remain competitive among other full-fledged carriers.
“Thus, we do see potential of the share pie of foreign airlines to continue growing, which would then result in lesser dependency on revenue generated from MAS,” Chew said.
She added that if this worst-case scenario of a 22.5% revenue hit occurred, it would reduce HLIB Research’s target price for Brahim’s to RM2.81 from RM3.13, which was still a 42% upside to its closing price of RM1.97 on Monday.
Brahim’s share price dropped 5.29% on Monday after being negatively impacted by media reports quoting Prime Minister Datuk Seri Najib Tun Razak mentioning that bankruptcy would be one of several restructuring options for the ailing airline.
However, a government spokesman on Monday clarified that Najib did not mention bankruptcy specifically as an option, but told the Wall Street Journal that MAS’ status as a public company needed to be taken into consideration.
MAS’ shares dipped to a record low of 15 sen in early trade on Monday on heavy volume, while its share price has fallen some 50% year-to-date, with investors concerned about the future of the national carrier following the Government’s strong message that it may be allowed to fail.
In its first quarter ended March 31, MAS posted a wider net loss of RM443.9mil on a revenue of RM3.6bil, making it the biggest net loss in over two years and the fifth consecutive quarter of losses.
Meanwhile, Chew said in the event MAS ceased operations, which she thinks is unlikely, the 25-year concession agreement with Brahim’s would be terminated.
In this respect, Brahim’s would then be paid RM318mil for the termination, as the company had paid RM130mil for the remaining 49% stake in Brahim’s-LSG Sky
Chef Holdings Sdn Bhd bought from LSG Asia GmbH in January last year. Chew said earnings would then be impacted for less than a year, since the payment would enable the company to immediately inject assets (Desatera Sdn Bhd and Dewina Food Industries Sdn Bhd) belonging to Datuk Ibrahim Ahmad Badawi, Brahim’s executive chairman and controlling shareholder.
“These injections would partially fill in the loss from MAS’ contributions, while the remaining would be from other airlines that could potentially replace MAS’ routes, as well as potential mergers and acquisitions that Brahim’s is currently on the lookout for,” she said.
Additionally, Chew said Brahim’s latest collaboration with Makkah-based Dhyafat Albalad Alameen Co Ltd to supply food to the pilgrims would potentially result in a significant earnings boost starting financial year 2016, and would also serve as another layer of “protection” to earnings.

@Tornado
You are right! i have been harping on this issue since it was announced.
This is how BRAHIMS shore their share up.This is not the first time.
Same pattern , same scenario. Take note.

The directors have been paring down their stakes to institutional players. You need players
to push. Good news is just not good enough. They are shaking the faint hearted share holders.
Once subside , then the engine will roar again.
BTW you don't announce good news in MAY. The timing of announcing is very important.
Don't worry about the MAS shakeup, it's an opportunity and BRAHIMS won't get a RAW deal!

RedEagle
Quarter report is coming out end of the month
It won't disappoint!

It's a double Whammy for MAS.
First the missing plane #MH370,then the record breaking loss.
As though this is not enough,some nincompoop told WSJ that MAS is beyond redemption.
Now, that's a TRIPLE whammy for MAS this week and the selling spree starts on Monday.
BRAHIMS was also not spared.


The Wall Street Journal (WSJ) reported on April 24 that Prime Minister,
in an interview with the newspaper, said the government could not rule out bankruptcy for the airline.

However, a government spokesperson yesterday clarified that the prime minister did not mention bankruptcy
specifically. It's too late, damaged has been done. MAS plummeted to 0.15 before recovering after
clarification of the news but BRAHIMS still languishing at 1.90.

Don't worry,BRAHIMS will bounce back very soon.
BRAHIMS is fundamentally strong and it is slowly diversifying away its airport centric business
in Malaysia.
BRAHIMS group continued its involvement in the F&B industry by more merger and acquisitions throughout the years.
With such initiatives, i believe BRAHIMS has the potential to record further growth going forward.
Airlines business is vibrant, passengers increase tremendously every year and the beauty of BRAHIMS is
a proxy to the vibrant airline industry minus the baggage of ticket price war and jet fuel price fluctuations.

Whatever the outcome of MAS restructuring,BRAHIMS is there to stay unless MAS can get someone
better -maybe Chef Wan or Wee Choo Keong?

Take good notes: Tun Abdullah Ahmad Badawi is the advisor of MAS since 2009 and he is the brother
of Datuk Ibrahim Bin Haji Ahmad the excutive chairman of BRAHIMS!

If you have the muscle, Buy BRAHIMS and Wait!
Sell, Sell and Sell , you sell at your own peril!

Need I say more.
Two Investments Research House gave the same recommendation.
Can two RIGHTS make a WRONG?
No!, Two RIGHTS don't make a WRONG!


What IF MAS Goes Bankrupt?
Highlights
We reviewed the potential impact to Brahim’s earnings arising from the possibility of MAS filing for bankruptcy and to be taken over by other operator(s) or to cease operations.

1) Restructuring & capacity cut: Assuming 30% cut in capacity (MAS travelers), Brahim’s bottomline could be hit by circa 22.5%.
However, these travelers may opt to travel with other airlines, which could be Brahim’s existing customers as Brahim’s also supplies in-flight meals to 30+ other airlines besides MAS.
Hence, the likely impact would be much less than 22.5%. Furthermore, the price/meal charged to foreign airlines is higher, largely due to higher quality of food in effort to remain competitive among other carriers and this has contributed to the faster growth vis-à-vis income from MAS.
Worst-case scenario, a 22.5% impact on earnings would reduce our target price to RM2.81 (still 42% upside to closing price of RM1.97).

2) Cease operations: We view this option to be unlikely and would result in termination of the 25-years concession agreement. Should this happen, MAS or the government would need to compensate Brahim’s at a rate of fair value plus 20% premium (as per agreement).
Based on Brahim’s payment of RM130m in Jan 13 for additional effective stake of 34.3%, the group will be paid about RM318m.
Although Brahim’s earnings would be impacted by the termination, we view this as temporary as the RM318m would enable Brahim’s to immediately inject the shareholder’s private assets which are already in operations. These injections would partially fill in the loss from MAS' contribution while the remaining would be from other airlines that could potentially replace MAS’ routes as well as potential M&As that Brahim's are currently on the lookout.

The collaboration with the Makkah government to supply food to pilgrims would commence contribution in FY16 and serve as another layer of “protection” to its earnings.



Forecasts Unchanged.
Rating
BUY
Positives – (1) Niche industry; and (2) Sustainable earnings from long-term concession agreements.
Negatives – (1) Earnings highly dependable on economic conditions/pandemics; (2) Delay in the opening of KLIA2 and sugar refinery plant in Sarawak; and (3) Additional borrowings for any asset injections could increase net gearing significantly.
Valuation
Maintain BUY with unchanged TP of RM3.13 based on average of 18x and 9x P/E and EV/EBITDA respectively
Source: Hong Leong Investment Bank Research - 20 May 2014





Alliance maintains 'strong buy' on Brahim's


KUALA LUMPUR: Alliance Research has reiterated its 'strong buy' call on Brahim's Holdings Bhd driven by its entry into sugar refining and overseas expansion projects in Mecca and Tokyo.
However, it said, the key risk to the recommendation was the unfavourable outcome from a contract renegotiation with MAS.

"Brahim's stock price has been under heavy selling pressure following media reports that MAS is planning to renegotiate the terms of its major procurement
contracts, including the catering contract with Brahim's Airline Catering (BAC), Brahim's in-flight catering and cabin handling division.

"With MAS accounting for 70 per cent of BAC's revenues, investors are understandably concerned over the group's future earnings," it said in a research note today.

Alliance Research said Brahim's has remained the sole-in-flight caterer that has sufficient capacity to serve MAS at Kuala Lumpur International Airport, which suggest strong bargaining power in the future renegotiation with MAS.

"And, it is unlikely for MAS to unilaterally terminate its long-term contract with Brahim's as it would have to compensate Brahim's for loss of future income under the current agreement," it added.-- Bernama

Tina
As i said
BRAHIMS needs MAS as much as MAS needs BRAHIMS.
MAS has 30% non controlling stake in BRAHIMS and it is unlikely that MAS will unilaterally terminate the contract. Not even in MY DREAM!!!
Just check the shareholder's list and see the major Shareholders.
I think you know what i mean.
By the 28 of May we will know the outcome.
Don't follow the crowd. The selldown is understandably as investors do not like uncertainties.
This is not the first time BRAHIM'S share has been under heavy selling pressure , in fact the last time it was hammered down from 1.35 to 0.79 because of the rumors circulating that MAS is going to review the contract. It was unfounded!

I bought all the way from 0.81 to 1.19 and i am holding it till today.

Don't get excited, avoid the noises and just enjoy the MAS Charade.
Things are likely to get worse before they get better.
No Pain , No Gain!

I smell rats here!
Read the announcement:

http://bursaannouncement.blogspot.com/2014/05/company-announcements-sunway-cj-suria.html

When this stock was surging above 1.60 It was deliberately sold down to 1.35 for reason : Dealings during closed period
A few thousand lots change hand and after a few weeks the share bounced back and the rest was history.
On the 12/05 : 8 000 000 shares change hands again at the price of 2.147 for reasons : Dealings during closed period
The price was again pushed down from 2.38 to oblige another set of buyers.
Note , this was all done during the dividend EX date. The best time for manipulation.
So, the price we we saw for the past 2 weeks were not market forces but mere manipulation from the big players.

You figure it out the potential of this stock once the MAS imbroglio settle.
MY Advice:Hold tight and this stock will ROAR again at the right time!


Don't worry too much about MAS.Our PM is talking Gibberish to WSJ on friday and that's the reason MAS was hammered down to the core.
Very smart! Khazanah will be laughing when they
offer
to take MAS private. It's getting cheaper by the day.

One must remember that Malaysia Airlines is a 5-star 'AILING' airline under Skytrax rankings and has been there for most of the past few years along with a only a handful of other carriers. This is an achievement and the country should be proud of.
MAS will be back provided that all the leeches be terminated!