80gram

80gram | Joined since 2020-03-11

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1 month ago | Report Abuse

why does it matter? He's racist for sure

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1 month ago | Report Abuse

mr market obviously thinks you are right

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1 month ago | Report Abuse

how so, same deal with same buyer with higher price also can't execute properly.....

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1 month ago | Report Abuse

good news, if any, not out yet

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1 month ago | Report Abuse

if aviation business indeed will be profitable, got value....see how much is the profit guidance

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1 month ago | Report Abuse

fernandes sure knows talk is cheap...practicing it like religion....will be out from PN17 "very very soon" since early 2023

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2 months ago | Report Abuse

unlikely will be delisted...question is whether equity will be hit

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2 months ago | Report Abuse

if he does pull out a rabbit, share price will pop?

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2 months ago | Report Abuse

For an airline that carries 20plus million pasengers in/out malaysia....not sure the gov wants it to go down

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2 months ago | Report Abuse

maybe only Fernandes knows why......he needs steer the plane back...load factor so high also cant make money

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2 months ago | Report Abuse

89% load factor and still cant make money....wtf

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2 months ago | Report Abuse

load factor at 89% and still lose money?

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2023-09-27 16:24 | Report Abuse

punch through 1.40 also not even 50% discount to book value

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2023-09-12 10:12 | Report Abuse

re. 4 acre land sale ...why sell it to its existing JV partner for RM85m then assumes selling risk by sharing 20% of GDV to the JV partner? Why not just develop it outright? Mind boggling....assuming RM450m GDV, JV partner will get back RM90m risk free

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2023-08-25 12:41 | Report Abuse

PNB says merging Sime and UMW is to reinforce local, regional automotive sector...how about SP Setia and Sime Property then?

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2023-08-10 10:39 | Report Abuse

This year they sold RM1bn worth of land....pricing for I&P merger appears to look ok judging for the land deals annoucned (Mah Sing n Scientex)...Like u said, big ship with lots of fats to cut....asset light strategy sounds nice but key still execution...won't give them credit on execution though...but, 7-8k acres lankbank is worth something,....At 0.2-0.3x price to book, just move to 0.5x doesn't need a liew kee sin,,,

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2023-08-10 08:27 | Report Abuse

a crazy thought... when industry price to book is 0.5x now, what's the fair value?

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2023-07-28 13:39 | Report Abuse

UEMS (market cap: RM2.5bn, Price to NTA 0.4x, PE >30x) while SP Setia (Mkt cap 2.7bn, Price to NTA 0.2x, PE <10x), wodner why suddenly UEM Sunrise's landbank is much better than SP Setia just of HSR noise......

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2023-06-08 15:15 | Report Abuse

how to grow with such a heavy debtload? Selling some is necessary and likely

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2023-05-23 12:00 | Report Abuse

YTLC prides themselves to be more efficient...So, not expecting anything less if Hume and CMS can deliver the results

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2023-05-22 08:21 | Report Abuse

so, what's your best guess this quarter will do? Mcement is 5-6x bigger, market share wise than Hume...My simple estimate sld be 5-6x of Hume's profit

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2023-03-15 16:03 | Report Abuse

CMS...better check and verify what they say if possible

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2023-03-15 10:31 | Report Abuse

anyone from sarawak can check if the MPAS plants are running or not?

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2022-11-15 08:19 | Report Abuse

need to demonstrate that it still can sell properties...let' see the sales performance in the upcoming results

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2022-11-03 13:58 | Report Abuse

let PNB and EPF go and buy up the RCPS.......min RM900m will be raised...dilutive yes....bad for those that bought below 80sen? maybe not

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2022-10-31 14:49 | Report Abuse

that's true...so, now that PNB and EPF (combined at around 70%?)are willing to pump in money that effectively pricing the shares at RM0.80 per share...maybe, that should cap the downside

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2022-10-31 10:18 | Report Abuse

Litrak is paying all back and delist..pls do not mislead ppl here

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2022-10-20 15:28 | Report Abuse

RCPS-C is just to lower PNB's average cost in Setia...at minority's expense....if not GLC, sure kena makan like mulpha international....good or bad is all relative...good if your cost is below 79 sen maybe

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2022-10-12 08:08 | Report Abuse

bond redemption...ttps://fast.bnm.gov.my/fastweb/public/PublicInfoServlet.do?chkBox=2022100500029&mode=DISPLAY&info=NEWS&screenId=PB050100

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2022-09-28 10:43 | Report Abuse

Gamuda results soon...maybe more clarity then.....if the deal didn't close in June, there's holding cost of 2% or something i.e. final deal price could be higher than 5.08

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2022-09-13 14:40 | Report Abuse

for sure...maybe that's why EPF is still buying....If their fixed income ppl are not keen, why even bother?

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2022-09-12 13:29 | Report Abuse

thanks for the confirmation so that we can make informed decision

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2022-09-09 11:34 | Report Abuse

The interest from investors also enabled the sukuk's overall yields to be tightened by 22 basis points across all tenures, and were finally priced at 3.93% per annum (three years), 4.27% (five years), 4.44% (seven years) and 4.54% (10 years).

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2022-09-09 10:32 | Report Abuse

fixed income banker guiding third week of Sep as at Tue this week...so fast postponed to next month?

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2022-09-02 11:25 | Report Abuse

KESAS all resolutions carried...LITRAK no attachment, should be ok too

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2022-09-02 11:24 | Report Abuse

fast.bnm.gov.my/fastweb/public/PublicInfoServlet.do?chkBox=2022090100035&mode=DISPLAY&info=NEWS&screenId=PB050100

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2022-08-30 15:22 | Report Abuse

yes...all debtholders on the same day if u scroll down and check...SMART, LITRAK, SPRINT

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2022-08-30 14:54 | Report Abuse

hence the word "debtholders'

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2022-08-30 08:56 | Report Abuse

fast.bnm.gov.my/fastweb/public/PublicInfoServlet.do?chkBox=2022081100002&mode=DISPLAY&info=NEWS&screenId=PB050100

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2022-08-30 08:41 | Report Abuse

EGM for debtholders on Sep 1

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2022-08-23 15:40 | Report Abuse

the parent can continue paying dividends?

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2022-08-19 09:53 | Report Abuse

best case didnt happen

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2022-08-16 12:23 | Report Abuse

end-August likely..

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2022-08-10 15:14 | Report Abuse

consistent with what i heard..

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2022-08-10 08:26 | Report Abuse

the deal is bad politically?