need to fix COVID costs...no help from gov at all...so, the least Gov can do now is to let them do their business and fix their balance sheets

lease liabilities are something that used over time and over time, aviation business is generating revenue....how much is the total borrowings?

SIA got S19bn aid from Gov...Cap A got what? RM300m loan from Sabah Development Bank during COIVD....it's not "remarkable" enough?

his company providing 21,000 jobs....not like us, too much free time

make sure u grill him

RM5bn revenue a quarter...How many companies in Malaysia can do that?

tony and friends need to convert to be eligible for AAG shares...wa exercise price is RM1...so need to pump more if warrants also get into play

PN17 deadline approaching...maybe no need to wait till next announcement...either good or bad...

why does it matter? He's racist for sure

mr market obviously thinks you are right

when?

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

good news, if any, not out yet

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

0

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

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

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

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

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

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

unlikely

load factor at 89% and still lose money?

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

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

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

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,,,

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

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......

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

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

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

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

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

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

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

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

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

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

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

year end distribution...https://gamuda.listedcompany.com/misc/qr/Q422briefing.pdf

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

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

thanks for the confirmation so that we can make informed decision

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).

https://www.theedgemarkets.com/article/edotco-group-successfully-prices-and-issues-maiden-rm14-billion-sukuk

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

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

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

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