EPF is in conflict of interest to vote.. as they have shares in this three companies. should let minority shareholder to vote... but who knows.. this is boleh land.. everything is possible..

if they don't accept the offer then , mbsb may be dropped back to yesterday price .. it's a bet... but i think they will try to convince them or pay them extra to make it happen.. it's seem it's najib direction to create a bigger bank.

drop drop drop :)

at current price (2.6) 8.46% risk free return if deal succeed. higher than FD... lol

As I mentioned b4, Coz CIMB will issue new share to buy a premium of RHB Islamic bank. RHB is valued at higher (10.028) share swap deal with CIMB. 1 for 1.38 cimb share. RHB don't lose much coz current share price is low . But Cimb lose out for this deal short term, unless market believe there is synergy in the merger. Mbsb is the safest bet as involve in cash deal. buy mbsb if deal succeed price will reach 2.82.

because the deal is subject to shareholder approval and market don't think deal will be firm.if u think the deal can succeed then you can buy at this price.

Hi vinvin, if you are CIMB shareholder , you will receive 70% of the new entity (CIMB-RHB) .the maximum price for CIMB will be RM7.24 today, if market think there is no synergy in the merger. if you believe in long term the mega bank will continue to grow, then it's not a bad idea to hold 70% of the new entity. but still the merger is subject to shareholder approval.

RHBcap shareholder will be the biggest winner in this deal in term of value generated (24% share swap premium), MBSB second winner (20% cash premium), too bad for CIMB shareholder if market don't believe there is synergy in the deal. When market sentiment is poor, cash deal is always a better option than share swap deal as the risk of share price may drop. RHB Capital will sold its islamic asset to CIMB islamic for RM4,146.8 million (shareholder of RHB capital will earn 2027.5million based on last audited data) via issuing new CIMB islamic shares implied value at 5.399 per share. Then CIMB islamic will buy MBSB for cash or share deal.

downtrend weaken now.. no sign of rebound yet , maybe side swing at tight range

maybe tmr it can reach 15

may hit 14.. then it's time to accumulate more. strong selling momentum now...

low volume, but potential

lol.bursa's largest drop for 2 days

AEON is expanding their Biz to index living mall (furniture mall like ikea) . i think there will be some synergy for AEON credit from the expansion.

drop agian

if you have faith in aeon credit 30 years lending experiences , then it shouldn't worry you much. http://www.aeonfinancial.co.jp/eng/corp/history/

http://www.theedgemalaysia.com/b ... y-rhb-research.html

i think mainly because their asset deteriorated NPL dropped to 2.65% , ie Rm 100 loan issued RM 2.65 will be defaulted, and RHB downgraded from buy call to neutral lower target price to RM 18

1.6 eps? currently last twelve month eps only 1.35.. so i don't think so. maybe give them 1 more year should be achievable.

just 0.274 * 1000 = 274

hope tmr will drop..

IC. thanks

last year they announced quarterly report on 18 Oct 2013 and dividend announced on 28 Nov 2013.

hold it for 1-2 years.. sure will double the current price

their business come from 90% in trading , property only 10%.. not much to contribute

sure will see. I have invested some. btw stockoperator what others stocks you are following? it seems to me that you buy on value. Value investing?

but those european companies have stronger cash reserve and background . they could also adopt the same strategy and drive padini out the market slowly. their operating cost is much lower due to bigger economical of scale . btw H&M grew its biz in malaysia from 37.9M (2012) to 170.8M(2013) and at the same period padini sales only grew marginally from 726.1 to 789.8. Only selling discounted items to keep customer would not be a long term plan. i guess they need to work harder to create more value in their brand.

10/9 - ExD .
Pasar Malam style.. lol hope so...

yes. I agree with good management and consistent dividend payout.but in term of future growth, i am more concern about new comers in the industry like H&M, M&S ,Zara,Cotton on and etc. Those companies if expand their branches in malaysia, will padini lose it competitive advantage in the long run?Padini's EBITDA dropped 13.8% over the last 3 years. It seems to me that their same store sales are not generating enough cash to cover their operating expenses. And they are forced to sell lower margin product.Giving more discount. Management need to come out new plan to stay competitive in long run.

$8 soon?

yes... some need to cut loss ,admit mistake and move on... investing is an journey of learning...

My 1st bucket of gold from the stock investment from padini and aeoncr... sold padini at $2.. now it's time to accumulate some... i hold aeoncr from 2011 till now and accumulate along the way... you need to hv time to see your investment grow. i would say at least 1-2 years... to review your portfolios...i am still learning and has missed a few opportunities for 100% gain by selling too soon... invest those you have 100% confident with(analyst the historical reports, view on future prospect ).. ask urself this question b4 start buying a share... if the price drop 30% further will i invest more? if your answer is 100% yes, then go ahead... confident in yourself and having patient are the keys to success in stock investing... cheers :)

bought some at 16.52 . legal ah along business... good to hold for long term...

good counter..i predict double digit insurance sales growth for next 5 years

will it hit 20?

good company with good management.. i prefer lady ceo .. more prudent and serious about business..

Hold it for 2 years I believe it will above rm3. As money already invested to build a health centre, cash flow should be coming in soon after completion.

what price u bought in calvin?

Now their cash will reduce by RM 160 or less with possible bank borrowing to fund the old hotel purchase.

director sold at 428k shares at 2.786

adex up 11% yoy , hope it reflect in media Chinese next quarter report.

how many of you read sin chew , nan yang or 中国报 here? if there is readers then there is business, in the US newspaper business is declining due to the launch of ipad and tablet device , ppl tends to read free news from the internet. If they don't aggressive capture market share in the internet news business . They are doom to be a declining business. I think their management just too content of what they are doing. Look at the their magazine business in china, for years keep losing money although not significant but if can they just shut down the business there and invest somewhere which is more profitably. What's the point of keep mentioning they have business in china but actually is not profitable one?

i think the director-張裘昌 do nothing most of the time in his position and getting salary for RM 1 M ++, is it fair to minority shareholders? insider trading is illegal and serious offend in many developed countries. i wonder malaysia can enforce it..

Do you guys know when cimb will be resume trading?

now broke maybank's TP .. now what? 12 soon

astro will be benefited more from world cup.

good... i invested too.. @ 1.49

6 million profit? how can you be so sure? last quarter only 2 million.. other income was one off income from law suit. i think the profit will be about 2 million+-.

time to accumulate? strong cash flow, no debt , stable dividend. book value at 1.07.

Lackluster coming earning report.