How much is dividend? 16 sen like last year?

Drop to Magnum level possible?

Loss QR why can give 5 sen dividend?

CW goes to 0(very low) they make money?

Posted by Income > 10 hours ago | Report Abuse

How Operator makes money here?

TP RM 2.48 if true Icon really good buy.
https://valueinvesting.io/ICON.KL/valuation/intrinsic-value

Ta Ann more popular in i3 but Swk Plant cheaper I buy more like director.

CPO ctr many in i3 promote HM also got CPO.

HongSeng, HM top 2 volume abang-adik ctr?

NTA 24.65 sen HM still cheap.

After QR EPF U-turn buy back? 16.81 sen total BIMB dividend DY 6.70%(RM 2.51) is better than EPF 2022 & 2023 dividend?

LKC? After sell got buy back?

Eagle77

Tan Sri ⬆️✅💪

10 seconds ago

TiffanixLVxHermes you bought MediaC good price. Jtiasa point also I agree a bit high now.

2024-02-28

Insider

MR OOI ENG LEONG (a substantial shareholder) acquired 639,200 shares on 27-Feb-2024.

Ooi Eng Leong bought again show his confidence in Ewein.

Maybe those posted earlier have sold.

Posted by TheContrarian > 3 hours ago | Report Abuse

I am rather surprised the forum here is very quiet.

Like Affin should be foreign funds.

Posted by TheContrarian > 6 hours ago | Report Abuse

Lately EPF has turned sellers, so who is buying aggressively?

Div=0 why RM 3.66? Swk Plantation(Ta Ann own 29.406%) better QR why only RM 2.1?

UEM Sunrise - New Masterplan Saw Larger Industrial Component
Date:
2024-02-28
Firm:
RHB-OSK
Stock:
UEMS
Price Target:
1.60
Price Call:
BUY
Last Price:
1.03
Upside/Downside:
+0.57 (55.34%)
Maintain BUY and MYR1.60 TP, 54% upside. UEM Sunrise’s 4Q23 earnings met expectations. Although management has set a lower sales target of only MYR1bn (vs MYR2.1bn achieved in FY23), the revision in the masterplan for Gerbang Nusajaya which resulted in a much larger industrial component indicates potential catalytic developments in the pipeline. Management also admitted that it has received strong demand given the land’s strategic location. We believe UEMS is the best proxy for Johor’s multi-year growth story and remains one of our sector Top Picks.
4Q23 results. Sequential revenue was higher due to the disposal of land at Iskandar Puteri (MYR96m) and petrol station land (MYR16m). As such, EBIT margin was much higher at 22.9% during the quarter (vs 13.6% in 3Q23). Unsold completed properties fell slightly to MYR127m from MYR135m in the previous quarter. Net gearing remained stable at 0.45x. Management has also announced its new dividend payout policy of 40-60% (from 20-40%), and a 0.75 sen single-tier tax exempt dividend was declared, compared with 0.5 sen in FY22.
Stronger sales momentum in 4Q23. 4Q23 property sales hit MYR367m vs MYR280m in 3Q23. Full-year sales of MYR2.14bn (vs MYR924m in FY22) was mainly driven by the Collingwood project in Australia (MYR874m), followed by The Minh (MYR463m) and The Connaught One (MYR213m). Take-up rates for both projects improved to 46% and 32% from 36% and 23% in 3Q23. About MYR800m worth of new projects are in the launch pipeline for 2024. These include MYR619m worth of new projects in the southern region as demand has been very encouraging in Iskandar Malaysia. Sales from Residensi ZIG in Kiara Bay should continue to flow to 2024 as it was only launched at the end of 2023.
Industrial component upped substantially at Gerbang Nusajaya. Management revealed the revised masterplan of Gerbang Nusajaya during the virtual briefing yesterday. The industrial component now makes up 28.3% (1,136 acres) of total GDV of MYR45bn from only 1.6% (of MYR42bn before the revision). We understand that some proposals are currently on the table that have prompted the revision. Management indicated that the company has received strong demand from local and foreign parties from industries related to renewable energy and data centres given the strategic location of Gerbang Nusajaya, which is just off the Tuas link.
Forecasts. We make minimal changes in our FY24F-25F earnings. Unbilled sales remained relatively unchanged at MYR2.65bn vs MYR2.66bn in 3Q23.
Maintain TP. Our TP is based on 25% discount to RNAV, and 2% ESG discount given our ESG score of 2.9 for the company.
Source: RHB Research - 28 Feb 2024
https://klse.i3investor.com/web/pricetarget/research/70702

E-mail(free) also kill Pos business.

Can Pos fight Lazada free shipping?

Lower share price=higher dividend yield. Time to add more.

1288Go BAT is better than Pos. At least BAT still profitable and paying dividend unlike Pos loss QR never ending.

New high coming soon?

Malaysia’s incidence of illicit cigarettes last year was lowest since 2020
https://theedgemalaysia.com/node/702504

RM 2.5-2.6 like Affin can?

https://www.klsescreener.com/v2/announcements/view/6430775

Dragon Year BAT will fly like bat?

Non-bumi units in UEM Sunrise’s Senadi Hills Phase 2B fully sold
https://theedgemalaysia.com/node/700399

Export more eg to S'pore and more wealthy country is way for MSM to turn profitable. RM 2.85/kg sugar MSM must produce less(subject to govn quota).

If base on Johari Abdul Ghani yesterday comments I don't think sugar price can be floated in Malaysia. So best is Felda must find buyer for MSM.

Toll free(PH GE15 promise) why is good for toll operators?

No wonder id is youngman. Old already take angpow not shameful?

theyoungman

Yesterday run-up if nvr sell to take profit, today jialat again leh. Angpow confirmed given but if not taken, then sorry liao. Hihihi

45 minutes ago

Syed Mokhtar(who own CSR sugar) will buy MSM?

speakup while we not agree on MBSB or BIMB better bank to buy but I agree with you GE15 is my last GE support for PH. No more PH for me in GE16.

If follow banking law strictly maximum allow is 20% Swk govn can own Affin. If follow politics maybe can because without Sarawak govn support; PM-X no more PM?

Up 15 sen any good news?

MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
SARAWAK PLANTATION BERHAD

Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description
The information below shows the production figures of Sarawak Plantation Berhad for the month of January 2024
PRODUCT METRIC TONNE
FFB 24,665.55
CPO 9,980.72
PK 2,157.94
https://www.klsescreener.com/v2/announcements/view/6352509

Abang Jo said want to acquire a commercial bank but without giving name why cannot be BIMB? Cheaper by 30 sen compare to Affin.

If Sarawak govn buy more and own >5% why Bursa no announcement? If they sell yes no need to announce.

RTS can spur Uem S Iskandar Puteri property demand even without HSR. Got HSR is extra bonus.

I got other counter Icon which also has 30:1 share consolidation recently. Share price is up much higher after consolidation.

Adamas 0.54% shareholder want it. If disagree can you buy more to takeover as majority shareholder?

Why disagree? You long term shareholder? Or you prefer buy at 0.5 sen then sell 1 sen many rounds to make 100%?



BLee

695 posts

Posted by BLee > 19 hours ago | Report Abuse

I also disagreed with the Consolidation..Fintec-PA also needs to go through EGM deed poll for ICPS Consolidation approval, much easier for rejecting this Consolidation (not very sure)..

Maybe consolidation is good for those who bought much higher price. People like BL Lee who buy at 0.5 sen can sell at 1 sen to make 100% cannot have such chance after consolidation.

If let say Najib pardoned but PM-X disagree so how to settle?

Najib pardoned or not previous Agong has decided why the delay in issuing statement by PM-X? PM-X does not agree and want to see Bursa reaction first?

RM 1.5 possible to reach? Penergy is TPM Fadillah Yusof brother counter.

Be greedy when others are fearful-Warren Buffet. KYY bought >RM 1 now still cheap at 80 sen.

MSM up from about 80 sen to RM 2.4 meaning 3X up yet FGV(who own>50% MSM) remain at RM 1.39? Next mth QR must declare MSM as dividend only people MSM belong to FGV?

RHB latest TP RM 1.6 meaning there are 50% upside?