Justa Doll, everyone expect there is a special agenda in the AGM this morning. But now since no special agenda in the AGM, then sure no eye see d.
So, the strategy now is to close one eye, accummulate more when it go lower, then wait until they announce EGM for special dividend, then can open eye see again.. haha.

Aiyoyo... no eye see d

Very short term Target Price minimum RM0.55

Amnota, yup, this is the nature of the business. Very hard to predict.
So the best way to buy this kind of stock is slowly accumulate it.
No matter the QR is good or not, just keep on buy some and put inside safety box.
For this counter, my lowest cost is below RM3, and highest cost is above RM4.50.

If this coming quarter can achieve RM20mil profit, then we can expect another 5 sen dividend.
Hope it is achievable.

Mr Radzi, this is a very good article, please keep posting this type of article.
Nowadays I3 got many conman come out cari makan, and this will cause many young and new investor being conned by these group of people.
We can't stop them from conn people, but what we can do is to share some knowledge, share some lesson to them, so they wont easily get conned.

Huihui liong, if no 20sen next week, diehardunited will just delete this post, and post a new article on new counter with a new Target price again.

He will continue doing this for 100 - 1000 times, sure 1 time what his target price will be hit, and by that time he will keep on share the post, and some new forumer will think he is stockgod and follow his buy call.

Newspaper said Sunway Medical will get listed soon, by mid of Year 2018.

Before Sunway Medical listed, we all should focus on TDM first.

Included the new hospital at Terengganu, TDM should have total 427 bed.
For a size of 427 bed, its market value should be at least RM400-RM500mil.

Many people are concern about TDM's PBT on its healthcare unit, because it is relatively low compare to other player. However, if you have monitor their corporate development for the past 3 years, you will know know TDM is expanding and upgrading its hospital (i.e. Taman Desa, Kelana Jaya, Terengganu). All these expansion and upgrading expenses has caused their PBT drop for the past 2 years.

However, all these will be ending soon, the Taman Desa medical centre has completed its expansion, from 27 beds to 80 beds, and the Kelana Jaya Medical also increase to 50 beds, plus the new Terengganu Hospital with 130 beds.

With the additional beds, I'm expected revenue will increase 15%-20%, while PBT will be increase to at least RM5mil per quarter.

Based on Rm5mil per quarter, 1 year is RM20mil. If we applied PE of 25 times, then its healthcare unit will be worth RM500mil.

If profit can increase to RM7 mil per quarter (which is very possible for the size of 427 beds), then 1 year will be RM28mil, times 25 PE, it will be worth RM700mil.

If everybody is waiting to buy OR, how can OR be cheap?

For each OR, you only need to pay extra RM0.95, then you can get 1 preference share + 1 bonus share, if we assure both of this share worth RM0.75, that mean u will have RM1.50 worth of share on hand.

So theoritically, the OR at least worth RM0.55, right?
And if OR is not cheap, then why not buy mother now?

Thanks gcke

Question: 10-15 years ago, I remember we have 1 very large size IPO named TITAN Chemical. But after that it has been privatize. And now this Lotte Titan come out again, is it this is the same company?

Before Sunway Medical listed, we all should focus on TDM first.
Included the new hospital at Terengganu, TDM should have total 427 bed.
For a size of 427 bed, its market value should be at least RM400-RM500mil.

Many people are concern about TDM's PBT on its healthcare unit, because it is relatively low compare to other player. However, if you have monitor their corporate development for the past 3 years, you will know know TDM is expanding and upgrading its hospital (i.e. Taman Desa, Kelana Jaya, Terengganu). All these expansion and upgrading expenses has caused their PBT drop for the past 2 years.

However, all these will be ending soon, the Taman Desa medical centre has completed its expansion, from 27 beds to 80 beds, and the Kelana Jaya Medical also increase to 50 beds, plus the new Terengganu Hospital with 130 beds.

With the additional beds, I'm expected revenue will increase 15%-20%, while PBT will be increase to at least RM5mil per quarter.

Based on Rm5mil per quarter, 1 year is RM20mil. If we applied PE of 25 times, then its healthcare unit will be worth RM500mil.

If profit can increase to RM7 mil per quarter (which is very possible for the size of 427 beds), then 1 year will be RM28mil, times 25 PE, it will be worth RM700mil.

Pasu Pasu... Sure palsu la.

Stock Kingdom, this SAB share is for my son's future university fund.

Hope it can grow from RM80k to RM800k or more.

As long as they settle the Indonesia Land issue, then TDM will go back to RM0.80.

If they manage to buy the land from their shareholder at below market price, then it will go back to RM1.00.

If CPO price go back to RM3,000 level, and oil palm production produce good yield, then it will go up to RM1.20

If they get approval from SC to list their Healthcare business, then it will go to RM2.00.

Hahahahaha!

This SAB will really turn into AJINOMOTO.

See you at RM20.

If I am Muddy Water, first target counter to be short selling will be this JFtech.
I can press it down to 60sen

我选择相信数据

看回2016年的财报，公司平均每个季度RM175mil的营业额，年尾的应收账款是RM273mil，但其实只有RM223mil 是生意的应收账款，其他的部分是购买机械的订金。所以223除175，大概是1.27倍。

再看会2017年3个季度，公司平均每个季度RM248mil的营业额，应收账款是RM308mil（不清粗多少是购买机械的订金），但就算我用308除248，也只是大概是1.24倍。

再看回2016年报，95%的应收账款都是在60天的账期内，没什么问题啊！

I like EG, I also believe in VenFX.

But I just can't understand why EG price is stagnant at 85sen level.

Why? Why? Why? There must be a reason behind it.

Can I ask question here, hope anyone with strong accounting background can answer here:-

1) Censof hold 17% of DNEX share, so it is classified as "Investment in Associate" or "Investment in Quoted share"? Actually what is the minimum threshold to determine whether it is an Investment in Associate or Investment in Quoted share?

2) If DNEX posted a profit of RM100mil in this quarter, will CENSOF report an RM17mil as shared profit from Associate on its income statement as well?

3) If DNEX share price increase from 40sen to 60sen in this quarter, will CENSOF report this as unrealised gain on investment in quoted share?

Appreciate if someone can share the answer here.

Very sure LEONFB will reach RM1 level, no more penny stock.

Normally how long it would take for LEONFB to received the compensation from government?
Few months or few years from the date they accepted the offer?

Why afternoon session suddenly drop so much?

Received dividend

who is sonny

6 months ago, Shell decide to sell its 51% of Shell Refining Co (now named as Heng Yuan) to Heng Yuan @ USD66.3mil.

Let assume USD 66.3mil is equal to RM292mil, that mean the entire Shell Refining Co is worth RM572mil.

Look at Friday closing price, the company now is worth RM1,728mil, a 300% increase within 6 months.

Please use your knee and think (用膝盖去想）, Shell has running this business for so many year, Shell have operation is so many country, Shell have so many expert / talent investment analyst, do you think Shell will sell it 51% share at RM292mil if this company are worth RM1728mil?

You think Shell don't know how to calculate how much profit can be generate from this business?
Shell so stupid cannot run the business but Heng Yuan so smart can turnaround the company within 6 month?

Conclusion, I think RM1728mil is definately over-value for this company, now it should worth RM700-800mil only (30% increase from Shell disposal price). Not to said this company cannot growth, I believe it can worth RM2000mil in future, but not now, now within 6 months after Shell disposed it at RM572mil.

AK2899, if your exposure to this counter is very minimum, then you still can buy more.
But for me, it already exceed 30% of my portfolio, no matter how much confidence i had on it, I cannot top up anymore. I still have long journey to go, cannot bet my future on 1 stock.

very good analysis and interesting topic

Any idea why this Malay Tan Sri Director keep selling his share?
Cash out for Hari Raya?

we squeeze unknown404 kao kao.

All speculator abandon ship and cut loss d...
This stock will start its winter sleep until July'17.

So as a long term investor, what can we do now?

Option 1: Sell it
Option 2: Ignore it
Option 3: Sell first, then buy back lower
Option 4: Put aside first, ignore the gain/(loss) on this counter, focus on other counters in your portfolio, and monitoring the company development closely.

For me, I choose option 4.

Hope Digistar will shine again in future!

Look at past two financial year, Q3 always the lowest sales quarter of the year. But this round, Chinwell submit an impressive result with highest revenue.
If next quarter can get EPS 6sen. then we can expect another 4.5sen dividend..

Yup, I also missed it this afternoon. Now only saw it.

After the CCHB and MAGNUM case, I really worry one day IRB will put Genting under the spotlight.

By that time, I think the tax amount they demand for is not RM400mil, but is RM4bil or more.

Yup, next quarter will be super excellent due to:-

1) Gain on disposal of SILK highway;
2) Oil & Gas segment will be better, as Crude oil price was at USD50 level, more n more Oil & Gas company resume their expansion activity.
3) The RM380mil cash received from PNB will reduce its loan, and indirectly reduce the interest expenses, and increase its profit.
4) The marine logistic should perform better, as this quarter should have 3 tanker operated (last quarter 1 tanker was under repair).

Compare to YoY, the revenue almost same.
Since the the average selling price has increase substantially, revenue remain means sales volume are actually dropping.

Look at SSTEEL, revenue increase substantially compare to YoY, that means SSTEEL has eaten ANNJOO market share. Maybe SSTEEL selling their product at lower price in order to eat AnnJoo market share, that why SSTEEL profit margin is much lower.

Look at SSTEEL inventory, it has increase substantially, like Leoting always mentioned, inventory level is the key factor to win in this field, so next quarter SSTEEL may give a super surprise ultimate excellence result!!!!

Calvin, is MBL the biggest competitor for CBIP?
In my opinion, CBIP target big plantation estate, while MBL target small plantation estate.

人算不如天算，果然爆了。。
可是都接不到榴莲，没人跳楼丢货。。
再等多几天看看有没有猫山王可以捡。

Support venfx

Foresee more investor will change horse from AJ to SS.
Come, together we push SS across RM2.00

Tomorrow EG will up up again

IOI eyeing Dutaland Sabah Plantation again?

这一刻，我感觉就要。。。爆了！

Seriously, its Sabah plantation land, grand duta hotel and Kenny Height project at least worth RM1bil. Based on current market cap of RM457mil, Dutaland has potential to increase to RM1.00.

The best thing of Dutaland is, it has no debt. So what you see is what you get.

Repeat my previous comment:-

Digistar每一次下调或横摆时，都是入股的好时侯，因为这一只股票一定是向上爬的，

因为：-
1） 它的收入会越来越好（稳定的concession收入，越来越多的CMS保安收入和酒店收入）。
CMS的生意模式是越累积越多用户，每个月的收入就越来越增加。
马六甲的旅游业越来越茂盛，酒店的地点很方便，是游客的首先。
2） 它有利息开销会减少，因为他的债券每年都会赎回一部分，所以利息只会越来越少。
3） 它可能会派息，因为到2016年12月为止，它的现金有RM60mil，在加上这几个月的concession收入，和将会收到一笔RM66mil的政府付款，所以我预测它未来几季度到财务报表，最少会有RM130mil的现金。这些现金可能会拨个RM9mil来派出RM0.015的股息，以回馈股东在这几年的支持。Datuk Lee 这几年也自掏腰包和用margin买了不少自家的股票，相信他也很需要股息来偿还margin的利息吧。
4） 它去年买了两块地，位于melaka cheng，是属于很好的地点。买地是通过竞标得回来的，按照现在的市值，这两块地保守估计已经升值最少RM7mil了（因为他们标到的价钱很低）。Datuk表示他正在向马六甲政府推介这块地，看看能不能为政府起个什么大厦，然后再用concession的方式租给政府。
5） 很有可能短期内会公布一项大计划，之前公司说过正在竞标1亿2000万令吉谘询服务合约以及5亿令吉建筑合约。
6）现在目前已有Mercury证券推介这只股票，而Icapital也有留意它，如果再来个CIMB 或 RHB 大行推介它，那就爆发了。2011年是CIMB曾经推介它，那是股票上到RM0.60.
7） 公司现在的股份大约有600mil，只要公司愿意从手上的RM130mil 拨出RM9mil来派发1.5sen的股息，那公司的股价肯定站在30sen以上。

Can icon sifu explain whether El-Nino is good for plantation stock or not?

Logic Thinking:-

1) El-Nino affect the production, since production will be reduce, revenue will reduce.

2) Since production reduce, CPO price will increase, so it offset the production loss.


In Practical:-

1) Production reduce, CPO price also reduce, because when El-Nino is at South East Asia, his sister La-Nina is at South America, so SOYBEAN production increase, SOYBEAN oil price drop, and cause CPO price drop as well.

Pacific Element Sdn Bhd is a subsidiary of Pacific Airline Co?

Quenstion: If crude oil price keep increase, would it be a bad news for luxchem? Does crude oil price affect its raw material cost?

But how can the result no good? The concession business income is fixed, the hotel also stable (somemore this quarter got CNY, Melaka hotel all fully occupied), the CMS also getting more n more customer, the only weakness is it System Intergrated business (because there is no much project on hand for that segment).