TM downgraded by GoldmanSachs

Humpty Dumpty sat on a wall
Humpty Dumpty had a great fall
All the king's horses and all the King's men
Couldn't put Humpty together again.

Guys.. just be cautious when 'The Uncle' start recommending shares

value trap?

hong kong candidate will be good, good governance should attract foreign talent

of course, a new CEO will be welcomed

huat happy cny

Awaiting higher volume, as the EX-date for dividend is getting close

Good Fundamental and Dividend, but the management needs to engage the analysts and spread the good news about the company

KFIMA value trap? or Potential to tremendous growth?

KFIMA is definitely undervalued without catalyst, catalyst being positive news to the investment community. KFIMA have to engage analysts and share more exciting news, now that's catalyst.

It's a net cash pile company with low utilisation of liquid asset, kfima has historically been conservative, even with the proposed 10% share buyback. I can bet they will not by any circumstance fully utilise 10%.

Might as well Privatise Both KFIMA and FIMACOR, as more than 60% share direct or indirectly controlled by own family members

the catalyst will be the buyback and privatization of FIMACOR.
more aggressive share buyback will strengthen share value

With so much cash in hand, what can the management do to enhance shareholder value? Is there a company share buyback policy (since KFIMA is cheap)? or Merger and acquisition (KFIMA can acquire more FIMACOR shares to enhance earnings)?

too much cash in their disposal

KFIMA has got plenty of cash to weather through the storm, unless they are meddle with risky investment/M&A, I'll be revaluate again. These days, cash is definitely king/queen.

the said director is disposing his 3.08Mil bonus shares issued on date 3rd June 2013, to date disposed 2.8Mil shares..

director disposal...

Anbz, it's your money, you need to know what you buy into. Else you'll be dictated by rumours and other's opinions. Take precautions before move in... Happy investing...

yes, stockoperator, I too learn a lot from the way CEOs/Chairmans do business...

large cash holding can be good or bad. Good being... Preparing for worst economic downturn, Preparing for big M&A, Land acquisition, Acquiring new businesses, ...etc
Bad being.... Opportunity cost, FD will depreciate cash value, value lost, cash can do no good unless it's effectively utilised...
Cash can be used to develop human capital, reward staff, reward shareholders, improve process, increase marketing activities/branding... etc..

good quarterly results announced yesterday

LE LE, it's your money, you decide.

Mr Lee See Jin's share disposals are too insignificant... he is major shareholder holding 339M shares (just slightly more than 30%)... disposal of 1M shares in July ... accounts for 0.08%...

As long term investors, we need to see that it's just a jitter for Padini share price, shouldn't affect its long term business. IMHO, buy when you understand it's value for money, double check before putting money in a business. Happy investing!

Syariah-complaint do expose Padini to wider range of shareholders. By parking monies to or utilising loans from conventional banking system makes Padini fall short of the Syariah-compliance audit.

Not to mention IKEA at Batu Kawan

The joint development of the BPO in Batu Kawan between Singapore Gov and Penang State gov is definitely the catalyst for the re-rating.

Johnmajor, Mr Koon is the founder of Mudajaya, now retired, but an avid investor and philanthropist.

GenghisHoe, sorry for late late reply. Regarding the public float, you can check from the analysis report from your trading account. Or you can search, also using your trading account, and filter using Stock Screener feature in most trading platforms.

NTPM public float is less than 15%, which is why its pricing is relatively stable.

I agree with Govin, I had accumulate this stock since it was priced at 0.46-0.48, Ntpm is now at 0.82-0.83, more than 70% return excluding dividend. Look at it like your business, long term.

Is the Vietnam plant started production? Looks like it will support the Indo-China market, namely: Vietnam, Laos, Cambodia, Thailand. Time to churn out money

Still waiting for quarterly financial report...last year's was 11th March 2013

a very good counter to accumulate, strong cash reserve and 5 strong core businesses, recession proof

Insurance company won't be so unwittingly approve claims, unless the adjuster see with their own eyes the evidence.

huat2628, 14.5% of the par value of NTPM

MNRB has got 65% domestic re-insurance business and 35% overseas exposure, according to Annual Report 2013, pg 29 (Chairman's Statement)

The price of KEN is much lower than it's posted net asset per share of RM1.85, it should be re-rated

what is the reason that supports the upward trend of pricing for this counter?

No announcement so far even after contacted IR officer

There's no announcements in Bursa, only saw in newspaper HDBS is selling their business after the founder passed on. Big names in Malaysia financial sector expressed interest.