Patient Investor

investorhack | Joined since 2015-12-01

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User Comments
Stock

4 days ago | Report Abuse

Dont think it got anything to do with petrol subsidy, pecca, bauto still holding strong. though drbhicom also in downtrend

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4 days ago | Report Abuse

wondering why the stock keep dropping, the last QTR report looks good.
Is PROTON cutting local supply chain further?

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6 days ago | Report Abuse

It doesnt matter if no one will participate in DRP. if there's no participation, the fund size shrinks and less liquidity, thats all. Berkshire-A shares don't split because they don't want too many trading activities on it.

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1 week ago | Report Abuse

will wait till company start buy back or insider buying.

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2 weeks ago | Report Abuse

despite a lot of challenging question all carried above 98%.

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2 weeks ago | Report Abuse

All carried . LOL

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3 weeks ago | Report Abuse

For Capital A shareholders point of view, they will support this, The challenge lays in RCUIDS holders and AAX shareholders

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3 weeks ago | Report Abuse

Sleep on it, wake up at November for qtr report

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3 weeks ago | Report Abuse

anyone going AGM? I'll bring some popcorn for drama.

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3 weeks ago | Report Abuse

24'Q3 CPO Production is almost as 23'Q4
But Average price is ~7% stronger than 23'Q4
23'Q4 company get RM134million FCF
So coming qtr announcement should be ~145million

Pray declare dividend 7sens per share.

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3 weeks ago | Report Abuse

Hope the company benefit from the property boost in China latest policy.

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1 month ago | Report Abuse

Any chance to get at 0.60?

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1 month ago | Report Abuse

We public shareholders shall take advantage by queueing low at a huge discount when COL decides to trim down their stakes.

Ignore the noises from short term traders.

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1 month ago | Report Abuse

Are we getting buffet lunch at coming AGM?

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1 month ago | Report Abuse

Before the tariff kicks in, I expect China manufacturer will maximise machine operation tosell as much as possible, even at losses to recover invested capital. before the equipment and raw material become scrap.

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1 month ago | Report Abuse

@valueinvestor888 Jtiasa has minimal exposure towards USD, USD weaken by 5% they only loss 161k based on AR 2023.

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1 month ago | Report Abuse

Can sleep going forward, until the group decide to do something to those landbanks

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2 months ago | Report Abuse

@Sslee where can the corporate presentation be view?

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2024-08-01 20:36 | Report Abuse

Despite all the accusation in i3, the nav growth performance with such long period of holding cash already put icap in top tier performance among local funds.

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2024-07-13 16:08 | Report Abuse

4 years (personal) projection:
acquired solar company can deliver 11mil net profit a year
add in issuance to QL which result around 30mil net profit a year
BMGreen existing business generate EBIIT 60mil a year (Annualised based on latest qtr)
Total EBITDA ~ 101million
divide by ~688million shares issue
multiply PE 20

TP ~RM3


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2024-07-11 15:33 | Report Abuse

The right issue is for investor who prefer to reinvest the money instead of cashing out via dividend.

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2024-06-19 09:30 | Report Abuse

Will they bid for contracts from datacenter and warehousing to install AIOT solar system for them.

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2024-06-19 09:27 | Report Abuse

From this article, its not just about Solar, but IOT powered Solar
https://www.nst.com.my/lifestyle/bots/2020/09/622839/tech-digitising-energy-usage

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2024-06-19 09:11 | Report Abuse

https://www.tatlerasia.com/people/ko-chuan-zhen

The company BM Green plans to acquire has a very solid portfolio in installation. which means they are moving into large scale projects.

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2024-06-18 19:12 | Report Abuse

Operating cash flow - capex

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2024-06-11 14:18 | Report Abuse

The latest quarter generate free cash flow of 25million, if annualise towards 75million. and market gives the company 20x valuation, company marketcap would trade around 1.5billion with share price around RM2.60 level.

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2024-06-06 20:11 | Report Abuse

They company can bring full scale solution to indonesia :) which is a market many x bigger than Msia.

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2024-05-31 11:09 | Report Abuse

@Save the nett cash position improve slightly from 16mil to 27mil

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2024-05-31 10:50 | Report Abuse

@sslee why 0.01 sen apart instead of 0.05 or 0.1 sen apart?

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2024-05-31 10:42 | Report Abuse

@sslee what's the strategy on collecting every 0.01 sen down?

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2024-05-30 22:04 | Report Abuse

@sslee,
There's a labour shortage since covid for many quarters. the company pays a higher incentives to boost harvest.
The board has said they pay hire incentive tor longer working hours and local to harvest. Whether labour force target is met now is unknown.

Maybe ask @calvintaneng or wait till AGM.





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2024-05-30 19:55 | Report Abuse

Patiently waiting for Indonesia plant to operate in full scale fabrication.

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2024-05-30 19:51 | Report Abuse

There's nothing suspicious.

Jayatiasa include labour cost as part of the cost of goods.
They have to pay all the foreign labours all year round regardless low or high crop, hence during low season the gross margin will fall be low 20%.

Dont be lazy, you just need to look back '23 same qtr will do.
:P





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2024-05-30 18:03 | Report Abuse

Quarter Comparison

Revenue
Mar '23 Qtr : 176 million
Mar '24 Qtr : 209 million (20% higher)

EBIT
Mar '23 Qtr : 20.37 million
Mar '24 Qtr : 20 million (0.2% lower)

Operating Cash Flow
Mar '23 Qtr : 15 million
Mar '24 Qtr : 53 million (3.5x)

Free Cash Flow
Mar '23 Qtr : 3.3 million
Mar '24 Qtr : 35 million (10x)

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2024-05-28 09:12 | Report Abuse

John is posting extraction from ICAP newsletter, it's not evidence John is TTB.
Even John is TTB, he is not obligated to answer queries from non shareholders, but you can purchase some ICAP shares to post question to him :p

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2024-05-21 20:09 | Report Abuse

Looks like it. Increasing such high stake in such short time.

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2024-05-20 09:55 | Report Abuse

For long term investor, just buy when someone is letting go at dirt cheap price.
How cheap should you consider buying? that depends on your appetite and level of greed.
Just dont get smoked until you trim your position.

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2024-05-20 09:26 | Report Abuse

Price please drop further, I'm hungry

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2024-05-20 09:23 | Report Abuse

Tan Sri Liew trim his stake by ~20million in past one year
Ecoworld Capital buy 48million in one week

Looking fwd for development value to be unlock.

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2024-05-17 15:59 | Report Abuse

Opportunity 😋

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2024-05-14 13:50 | Report Abuse

I don't have the ability to predict the market 🤓

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2024-05-13 22:17 | Report Abuse

CEF is like stock, it will trade at premium when demand > supply. you also can view it like REITS, why some reits is trading at a higher premium over their NTA or even yield compare to their peers?

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2024-05-13 20:13 | Report Abuse

may be dreaming, but that's my valuation :)

Different people has different capital allocation strategy, especially tycoons who have more investment apportunity than us.

You could also ask why PARAMOUNT willing to pay 0.33 if they dont value it signicantly higher. and PARAMOUNT is known to be conservative.

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2024-05-13 09:24 | Report Abuse

Looking fwd EWINT to trade at fair value above 80 sens.

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2024-05-10 15:22 | Report Abuse

ICAP NAV has increase 13.9% YTD. ICAP share price has increase 18.7%.
shareholders can jut ignore the noises in here.

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2024-05-03 11:31 | Report Abuse

Nothing shocking, the NAV climbs, manager fee will increase.
The only benchmark on the fund performance is NAV growth.
Fund manager is doing a great job, the fund NAV increases 15% in one year.

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2024-04-12 22:18 | Report Abuse

NAV crosses RM4 mark. good for all, especially to largest shareholder COL who can now brag to their strategic investors.
interesting to see COL yet to sell any, share price also holding strong even COL not buying.

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2024-04-12 15:35 | Report Abuse

When you invest in Jayatiasa, whats your expectation?
20% gain in a month?
50% gain in a year?
100% gain within 3 year?
Or hold until fundamental deteriorates?

Different expectation will affect the way you react to the price swing.