Value Investor Coo1eo

amits108 | Joined since 2013-06-21

Investing Experience Advanced
Risk Profile Moderate

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Summary
Total comments
722
Past 30 days
7
Past 7 days
3
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User Comments
Stock

2022-06-08 14:03 | Report Abuse

What is Brewing? It is heading towards RM1 steadily

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2022-06-07 08:35 | Report Abuse

Just for dividends, yes. However, be mindful that if there is a correction, you will lose much more than all the dividends you earned. and that is a fact...you can track the price in 2008 and 2020...how sharply it fell.

Stock

2022-06-06 14:43 | Report Abuse

There is a reason why PB's PE is higher than MB. End of the day, MB is a GLC and will take on deals and make top level appointments that are not at the shareholders interest. If you compare the ROE and NPL of MB vs PB you will know why PB commands the premium valuation.
Anyways, if PE goes up, DY will come down...MB's has to max out on dividend because of PNB/ASB and this means very little is left to reinvest in the business and grow future earnings. DRP also dilutes shareholder value. So if you are pure income investor, then this is a good place, but do not expect MB to give you capital gains. Contrary, when there is a crisis or correction, MB share always shows a sharp pull back to around RM7..or lower. So if you can accept that, then this is again a good place.

Stock

2022-05-25 16:24 | Report Abuse

Delaying the QR is a very big mistake...

Stock

2022-05-18 09:01 | Report Abuse

@DickyMe - not only your name like a Lan...your mouth also stings like a Lan-ciu

News & Blogs

2022-04-22 12:21 | Report Abuse

good analysis.....tell me. will the interest impact the profits moving forward? ring fenced or not.

Stock

2022-04-07 12:07 | Report Abuse

Something is happening here....any insights?

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2022-03-17 17:14 | Report Abuse

sustain or not depends on how much more Putin wants to bomb...lol

Stock

2022-02-10 10:14 | Report Abuse

Funny, you say your are "Long term Investor" and yet refer to a company / business as a "counter"
At RM3-3.1 it is fairly valued. Of course if you like to play the "goreng" counters go elsewhere. this is not your place @ Zacky Boy

Stock

2022-02-09 08:29 | Report Abuse

I find this Tony very Prima Donna drama-king.
Likes to ride on trends. Changed AirAsia to "Capital A"...try to follow Google (Alphabet) and Facebook (Meta)

Stock

2022-01-28 10:18 | Report Abuse

Holland when lose the MIDA contact...Pioneer status?

Stock

2022-01-24 16:30 | Report Abuse

@TreeTopView....let's see if your Lower Balls also hang as you say to RM5.80

Stock

2022-01-14 10:16 | Report Abuse

At this valuation - it's a no brainer.
If anyone with long term view (at least 10 years), will know that you will never catch the lowest. So just slowly accumulate.

Stock

2022-01-13 14:52 | Report Abuse

@Treetop - I challenged your statement " reducing revenue and profits" as i assumed you are an investor who will have AT LEAST a 1-2 year annualized outlook.

But I guess you are one of those day/week trader that just looking at coming 1Q results, going by what analyst reports (which is nothing but garbage) then i guess you are not an investor in my eyes.
I wont waste more time to respond to you.
Good luck to you

Stock

2022-01-12 17:25 | Report Abuse

@TreeTopView - the earnings drop past 2 quarters and all other "bad news" has been duly priced in. Next 4-8 quarters earnings and revenue reducing? Where did you get that?

Stock

2022-01-12 15:41 | Report Abuse

Reducing Revenue and Profit? Did I miss something?

Stock

2022-01-06 09:46 | Report Abuse

solid dividend is contingent on the rentals.....which can swing anytime. pay attn to the lowering occupancy levels in recent years of the Johor assets. If not for Kinta, would have tanked.

Stock

2021-12-01 16:56 | Report Abuse

its fully valued....RM3.13 is fair. RM3.6 is the highest i would pay

Stock

2021-11-30 18:13 | Report Abuse

funny...rocket to the moon!

Stock

2021-11-26 10:00 | Report Abuse

FY21 dividend will be 20sen

News & Blogs
Stock

2021-11-12 09:30 | Report Abuse

new shareholder pumping

Stock

2021-11-12 09:23 | Report Abuse

this is not the time to be a "pessimist" rather this is a great opportunity to accumulate.
Bursa PE expansion is for sure in the coming years....so this level of valuation is temporary. sentiment driven. fundamentals are in tact and Bursa is an RM10 share.

Stock

2021-10-28 13:43 | Report Abuse

ST Koay is sifu?
haha

Stock

2021-10-07 21:13 | Report Abuse

YAY...."my semicon up"

Stock

2021-10-07 10:00 | Report Abuse

@roger3210 - I am sorry to note that you really have many issues. please get help.

Stock

2021-10-06 07:41 | Report Abuse

@roger3210 - thank you for your concern. give that advise to yourself and get lost from here

Stock

2021-10-05 19:35 | Report Abuse

@roger3210 - i wonder why you hang around here and waste your time with this "junk"
quite a loser you are!

Stock

2021-10-03 15:41 | Report Abuse

@roger3210 -i wonder if your mouth gets tired or not...oozing out so much crap.

Stock

2021-09-29 11:42 | Report Abuse

@roger3210 - what does you Technical show? what is the next "suport" level?

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2021-09-29 11:40 | Report Abuse

Attend AGM...and get nothing.

Stock

2021-09-28 10:43 | Report Abuse

@roger3210 - i wonder why you bother to come here to "make noise". you should go and find your "recovery theme" share and "bark" there. the more you "bark" there, maybe those counters will go up.

Stock

2021-09-28 09:52 | Report Abuse

@cslee1215 - you are very racist and shallow. speak without facts. it is people like you who is a liability in the country. shame!

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2021-08-26 15:00 | Report Abuse

HL Bank analyst report many mistakes. Shame.

Stock

2021-08-15 00:05 | Report Abuse

We shall see. I will repeat for 3rd time....fair value RM2.7
When pioneer status no more...RM1.7
Chances of pioneer status...well let's see. I also stop here.
See you all at RM2.7 soon.

Stock

2021-08-14 20:03 | Report Abuse

@ooihk899 - i did attend past 6yrs AGM and yes, i read the AR.
fair price is RM2.7
if they do not get the Pioneer Status (because of unstable gomen and changes in policy) the profit margins will disappear in thin air. So then the rerated price is around RM1.7 thereabout.
I am sure u know that there is no growth catalyst here. Did you read and understand the AR or not? knn

Stock

2021-08-11 19:14 | Report Abuse

RM2.70 is fair value. Market will correct very soon.
Next level of support (after expiry of pioneer status) is RM1.70
Look and see. This were the support levels in past 18months.

Stock

2021-08-11 10:57 | Report Abuse

@whytwocare just look at Simply Wall Street and make video. No depth or understanding of the business. niamah like that video my 8yr old nephew also can make.

Stock

2021-05-31 14:29 | Report Abuse

share buy back is just for comfort. last year did not buy back any shares despite price drop. no upside. Uchi us over priced now. Fair Price is RM2.3 based on 10yr DCF.

Stock

2021-05-16 17:57 | Report Abuse

Markets crash tomorrow.....Malaysia is in the target list

Stock

2021-04-29 17:55 | Report Abuse

"AMKC's earnings are relatively fixed. How long can it effectively "subsidy" other KIPMALLs?"
Very good article @youngshouse24

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2021-04-22 12:10 | Report Abuse

Fair price is RM2.6

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2021-04-20 21:27 | Report Abuse

1.6 only.....should be around 2.0 ....or 1.8 at least.

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2021-04-13 08:57 | Report Abuse

no business sense...expected

Stock

2021-04-06 10:13 | Report Abuse

Dividend Policy
Alliance Bank Malaysia Berhad (ABMB) has a long-term dividend policy of up to 60% dividend payout ratio based on reported net profit after tax attributable to shareholders, subject to regulatory approval.

(from the investor relations website)

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2021-03-31 10:01 | Report Abuse

No dividend...niamah

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2021-03-28 12:33 | Report Abuse

@Hui_k_c - Sell Sell Sell

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2021-03-23 14:21 | Report Abuse

RM2.68 fair price