As long as the market maintain its stability (no big bad news or political change), I strongly believe that TDM will marching across 30sen and heading to 35sen. Reason being:-

1) TDM have been undervalue for many years
2) The Indonesia bad news have been passed, whatever losses have been recognised, and the Indonesia subsidiary have been sold (I believe the disposal can be completed within this year, so all the legal issue will be no longer related to TDM)
3) Its healthcare business is really doing good, and it will be doing even better in 2024. I believe the Healthcare business can generate minimum EBITA of RM50mil per year.
4) CPO price will be continue at above RM3700 level, so TDM plantation unit will not facing losses anymore, and it could be generate RM30-40mil per annum.

In overall, I estimate RM70mil PAT for Year 2024 (approximately RM15-20mil per quarter), and EPS will be minimum 4 sen per quarter.

Based on minimum 10 times PE, TDM should be at least worth 40sen.

This 40sen Target Price sure can be achieve if TDM continuous posted PAT above RM15mil++ for Q1 and Q2 2024.

I think, the main problem of Esceram is there is no a key shareholder in this company.
Each of the top shareholder hold only little percentage of the company.
For me, this type of small cap company, the founder / substantial shareholder should hold more than 30%, or the top 10 shareholder should hold more than 60%, then only they have chance to push the company share up.

Just a small minor error in the previous QR, now they amended and repost the QR.
No impact on the figure, it is just a date they wrongly put Year 2024 instead of Year 2023.

KNUSFORD BERHAD ("KNUSFORD" OR THE "COMPANY") PROPOSED DISPOSAL BY KNUSFORD OF A FREEHOLD LAND TOGETHER WITH THE BUILDINGS ERECTED THEREON HELD UNDER HSD 51799, PT 43447, MUKIM AND DISTRICT OF KLANG, SELANGOR WITH A PROVISIONAL LAND AREA OF 25,625.48 SQUARE METRES BEARING POSTAL ADDRESS OF NO. 8, JALAN KECAPI 33/2, TAMAN PERINDUSTRIAN ELITE, SEKSYEN 33, 40350 SHAH ALAM, SELANGOR DARUL EHSAN TO EMERALD PLAN SDN BHD FOR A CASH CONSIDERATION OF RM28.0 MILLION

Today support Knusford again.
But selling force is still very high, my buy queue easily fill up by the seller.
Need to wait for other counter take profit then can come here buy again.

Take profit on Superlon, planning to buy into another low market cap counter.

No regret for take profit on Powerwell and switch to Cabnet.
With the same amount of value, I can owned 1.5times more quantity in Cabnet.
Market cap now only 53mil, still have high potential to grow.
1st Target Price should be RM0.35.

TDM is back on track, heading to its Wawasan 2030.

Below is quote by TDM's chairman before :-

"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".

Good to know that UncleFollower is on the same boat.
Me also, whenever I have bullet, or I take profit on other share, I will buy some Knusford.
Not dare to go in big, just slowly slowly collect whenever I saw it drop.
But once the share split is officially announce, I think I might be go in big, even though at limit up price (i.e. any price below RM1.20), because I believe minimum this counter is worth RM1.50 and above (30% discount to its current NTA)

Anyone here still in Knusford? or all jump to another boat d?
I am still sitting on the boat, very lonely leh.
I alone pushing the boat, very heavy and very tired, still in the dark tunnel, cannot see any light yet...
Need more supporter come to join me push together... I believe sure got light at the end of tunnel.

Danco's metal stamping unit start receiving many order from Air conditioner customer.
Recently weather too hot, air conditioner business super good.

Superlon, one of the best performer in my portfolio.

If Top Glove sales can increase 10% from RM493mil to RM550mil, then I believe other glove company (i.e. Harta, Kossan) which have higher plant utilisation could have higher sales increase, at least 20-30% compare to last quarter.

No doubt SAB is a very undervalue company, as its asset value can easily worth RM12-15 per share.
However, I am really doubt whether I have longer life than the management. I worry that until the day I pass away, the share price is still controlled by them at below RM4, and dividend is 5sen per year.

P/S: I have been hold SAB for more than 10 years. From single till married till have few kids, SAB price still below RM4, even though the land price in Kota Kemuning has at least double or triple up during that 10 years.

This Sendai make me remember 15-20 years ago there is a company named LCL.
Those who have 20 years experience in Bursa should remember this company.

Take profit on POWERWELL, and bought into CABNET.
I believe CABNET have higher potential to achieve 100-200% gain, as the floating share is not much.

I owned both YBS and PPHB.
Both counter share price are very close to each other.

PPHB :-
Pro - Solid Business, Solid Asset, Cash Rich, High Profit, Low PE, potential of bonus issue
Cons - Low dividend, share price hardly move up, lack of catalyst for future growth

YBS
Pro - Big project with Enovix, bright future, potential to become multi-bagger like Genetec.
Cons - High PE, risk & uncertainty on Enovix project, huge capital layout, potential of right issue

As PPHB is share price is growing too slow, always tempted to shift all fund into YBS. Buy YBS is very high risk, until today YBS Quarter Report / Annual Report yet to announce any development about Enovix.

Based on my own research, SUBUR is the best target for privatisation. As the share price and the NTA has enough room to create a win-win privatisation for both Acquirer and Seller.

Current share price : RM0.89
NTA : RM3.50

If the Acquirer offer RM2.20, I believe most of the minority shareholder will accept the offer, as there is a handsome profit of RM1.30.

Same for the Acquired, the NTA of RM3.50 vs RM2.20 offer price, there is also a gain of RM1.30.

Good News, LKC is leaving Ekovest.
As mentioned before, Ekovest will be fully controlled by LKH, and LKC will go back to his own Lim Seong Hai Berhad.

That why for the past few months, LKC keep selling its share in Ekovest, because he will be out of the picture soon.

TDM is back on track, heading to its Wawasan 2030.

Below is quote by TDM's chairman before :-

"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".

Something is brewing... Please put this counter on your watch list.

All I can say is : BECAREFUL.
Always look at the real value of the company, look at the business, fundamental, how much profit the company can generate.

T

Do more homework ya...
Some of you maybe first come to know about this counter, and you google a bit and found some bad news, then you automatic ignore this counter.
But we are different, we are monitoring TDM since Year 2008, we have earn few hundred thousand from TDM, also loss few hundred thousand on it also... we monitor TDM is like monitor a kid, we donno this kid grow up will be a good man or bad man, but we monitor him, we see how he made mistake, and how he corrected the mistake... we see this kid is telling lies or truth, we see how he working with which party, we read every single news, every single announcement, every single corporate movement, and we analyze it through various of source.

In stock market, some investor can outperform other investor, put aside luck, the key factor will knowledge and experience.
Everybody know how to read news, but not many know how to analyze the news, because to analyze a news, you need to have a lot of industry knowledge, legal knowledge, case study, experience, understanding human behavior.

Closed at RM0.255.
Next week can challenge new high 30sen

last chance to buy

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.
More to come....
At least worth RM0.40

Superb Result.. EPS 4.86sen per quarter

Give time for LKH to complete its corporate restructuring.
Once everything done, the share price will automatic go up.

Don't worry la.
This company 200% will be double in next few years.
Just buy more when it drop, then dont bother it, sure will double / triple in next few years.
Now market capital only RM1,409mil.
You look at WCE, that small company also have RM3,000mil market cap.
For me, just the DUKE 1,2,3 and SPE, it worth at least RM6,000mil market cap (after diluted the EPF portion)

Good profit and generous dividend of 2sen.
This proof that THPLANT is a company with continuous improvement.

Oh no... Big Loss.. Hope not drop below 52sen.

560,000 units x 1.5sen = RM8400
Not bad...

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.

Loss is good, when Ekovest share price sink below 45sen, then I believe all Ekovest shareholder will accept the proposal proposed by LKH, whereby they can issue share at 60sen to acquire Knusford and IWCIty...etc.

Because when Ekovest share price above 60sen, all shareholder will reject the proposal, they will said not fair, 60sen to cheap....etc.

Parkson have 1,150mil share.
If you have 1%, meaning you are holding 11.5mil share of parkson.
Cool!

Meaning, if there is no much change is the poftfolio, next quarter (31 Mar 2024) you will see the NTA increase by another 30sen, from RM1.86 to RM2.16.

This company has no debts, and have RM60mil cash in bank.

i) The Company has acquired quoted investments amounting to RM22.80 million as announced on 21 February 2024.
ii) The aggregate fair value of the Group’s investment portfolio as at 26 February 2024 was RM60.08 million higher compared to the reported fair value as at 31 December 2023.

Money X

NO LIMIT UP, and DROP FURTHER... HAHA

POTENTIAL FOR LIMIT UP... ANOTHER PELIKAN, CRESCENDO?
EPS = 25sen
Share price = 46sen
Net Profit = 26Mil
Market Cap = 47mil
Cash in Hand = 46mil
NTA still have RM1.37

GOOD RESULT

This one tomorrow will be LIMIT UP?

Count down...

As a minority shareholder, what we looking is ROE.
If management not willing to distribute the profit, then management must do something with the cash pile.
Expand the business, so company can earn more money, then share price can go up.
If you just keep the money, no expansion, no dividend, then how share price can move.

For me, I think PPHB management is very good in hotel management business, their PRESTIGE HOTEL is very well managed, every customer that stay there before all very satisfy.

In this scenario, I think company should setup another hotel, and duplicate the management to 2nd hotel.
Penang tourism business is booming, company really should consider to expand on the hotel business.

1.5sen dividend, not bad.
So whole year dividend is 2.25sen.
Based on 4% dividend yield, Danco share price should be worth 56sen.

Minimum should have dividend policy of 40%.
So RM48mil x 40% = RM19mil for dividend.
RM19mil / 266mil = around 7sen per share

Very good earning company, but super kiamsiap.
0.375sen dividend.
Based on 266mil share, 0.375sen is just equal to RM1mil dividend payout.
The company is having PAT around 48mil per year, and announce RM1mil as dividend.
Really should award a MOST STINGY COMPANY award to PPHB.

Hexcare QR result proof that Eddie Ong is just a punter, not a real business man.

Source: Data shows that government servants debts ratio has beyond the capability to repay, and the high debt repayment ratio has impacted those servant's daily living cost (i.e. more than 60% of their monhtly salary has been deducted for loan repayment, so left 40% for living cost and this 40% is not sufficient as living cost is increase). Government is studying some new regulation to control the debts repayment.

Danco has 443mil share, and it has RM100mil cash in bank.
Hopefully the boss can be generous announce 1.75sen dividend for this quarter (last year is 1.25sen), so make it annual dividend 2.5sen.
433mil x 1.75sen = RM7.5mil only (as Danco has RM100mil cash, so 7.5mil should not have any impact on its cash flow).
Once the annual dividend become 2.5sen, then based on standard dividend yield of 4%, Danco share price should be around 60sen.