EPF buy high and sell low?

Junichiro Big funds probably selling
14/04/2016 15:54

So new CEO Zakaria Arshad has responded well to analysts concern something previous CEO Emir failed.

Posted by weng77 > Apr 11, 2016 05:19 PM | Report Abuse

it is better call off the purchase the china company.. sound like the account look fishy, not sure how accurate on the account figures...KLSE has some China company listed here.. Most of their account quite questionable..

"The offer, valuing the company at FY15 PER of 8.5x or P/B of 3.1x, was deemed an attractive deal. However, the FY14 and FY15 results had not been audited at the time of the proposed acquisition, already raising some questions."

DLCW as XOX ambassador is enough not to pay for his badminton tournaments, etc.

No glory for Axiata because today drop 5 sen. Sponsorhip mean need to come out money. Even Maybank decline this year.

Posted by jstockman > Apr 11, 2016 04:52 PM | Report Abuse

I saw the photo of DLCW winning the Malaysia Open 2016, and could NOT find any logo of XOX behind the scene. Not on his shirt, not on the winning cheque, not on the background, not on anywhere!!! But I saw Celcom Axiata!

Buy Gamuda low(below RM 4.5) and sell high(near RM 5) is right strategy by TH.

TH also buy Ranhill kaw kaw.

TP RM 1.70(original IPO price) by 2018 good enough?

Posted by LATO' SELI > Apr 10, 2016 04:00 PM | Report Abuse
Anybody have any idea on this counter "fair price" ??

DLCW win easily for 11th M'sia Open title. So is BN win in coming Sarawak election?

Rayani Air suspends operations with immediate effect
http://www.thestar.com.my/news/nation/2016/04/09/rayani-air-suspends-operations/

Liow: DCA’s proposed fee hike yet to be finalised
http://www.thestar.com.my/news/nation/2016/04/09/liow-dcas-proposed-fee-hike-yet-to-be-finalised/

FGV unit scraps plan to buy 55% stake in China’s Zhong Ling
http://www.thestar.com.my/business/business-news/2016/04/08/fgv-unit-scraps-plan-to-buy-55pc-stake-in-chinas-zhong-ling/

PM: No missing RM42bil as claimed by Mahathir
http://www.thestar.com.my/news/nation/2016/04/08/pm-no-missing-rm42bil-as-claimed-by-mahathir/

Chinese hate BN. Let PAS win and close Genting casino.

XOX Mobile Prepaid Plan – Enjoy 28 Months Validity!
http://www.vkeong.com/xox-mobile-prepaid-plan-enjoy-28-months-validity/

Lin Dan never win in M'sia Open so LCW chance is very bright.

BDI above 500.
http://www.bloomberg.com/quote/BDIY:IND

Cheer from weaker dollar
http://focusmalaysia.my/Mainstream/Cheer%20from%20weaker%20dollar

New director appointment. Good news?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5052329

Mara as XOX biggest shareholder will become GLC.
http://www.nst.com.my/news/2016/04/137565/mara-seeks-reinvent-itself-towards-becoming-global-player

List Of Top 30 Largest Securities Holders
(According To The Register Of Depositors As At 29 October 2015)
1. MARA INCORPORATED SDN BHD 23,119,890 6.96
2. PUBLIC NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES ACCOUNT FOR KONG GOON KHING (E-BRT) 21,16,000 6.38
3. TAN SIEW LI 16,571,700 4.99
4. NG KOK HENG 10,000,000 3.01
5. NG KOK HENG 7,474,060 2.25
6. FO JIE SONG 5,770,000 1.74
7. WONG AH YONG 5,500,000 1.66
8. AMBANK (M) BERHAD PLEDGED SECURITIES ACCOUNT FOR
WONG AH YONG (SMART) 5,000,000 1.51
9. JF APEX NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES A/C FOR TEOW CHEE CHOW (STA2) 4,612,100 1.39
10. MAYBANK NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES ACCOUNT FOR NEO CHING YUEN 3,600,000 1.08
11. HILMAN BIN TULOT 3,000,000 0.90
12. FAIDZAN BIN HASSAN 3,000,000 0.90
13. MURLIDHAR A/L DUHLANOMAL 2,250,000 0.68
14. CIMSEC NOMINEES (TEMPATAN) SDN BHD CIMB BANK FOR
WONG AH YONG (MY1278) 2,200,000 0.66
15. CITIGROUP NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES ACCOUNT FOR WONG AH YONG (470281) 2,000,000 0.60
16. WONG CHOON FUI 2,000,000 0.60
17. CHIA MIN HUAN 1,902,550 0.57
18. AMSEC NOMINEES (ASING) SDN BHD PLEDGED SECURITIES
ACCOUNT FOR LAU SIU YIN AMY 1,890,000 0.57
19. NOR AIDA BINTI MOHD HUSSIN 1,853,000 0.56
20. FADZULLAH BIN ARIFFIN 1,850,000 0.56
21. KENANGA NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES ACCOUNT FOR DATUK CHAI WOON CHET (021) 1,600,000 0.48
22. CHUNG SHAN KWANG 1,599,960 0.48
23. PUBLIC NOMINEES (TEMPATAN) SDN BHD PLEDGED
SECURITIES ACCOUNT FOR KONG GOON KHING (E-BRT) 1,520,000 0.46
24. HLB NOMINEES (TEMPATAN) SDN BHD PLEDGED SECURITIES
ACCOUNT FOR WONG AH YONG 1,500,000 0.45
25. MAYBANK NOMINEES (TEMPATAN) SDN BHD FOR WONG AH YONG 1,500,000 0.45
26. YAP MUN HUAT 1,500,000 0.45
27. CHOONG KEAN LEANG 1,400,000 0.42
28. KHOO ENG YEOW 1,300,000 0.39
29. LAI YOKE HOONG 1,300,000 0.39
30. CHAN KIM HOON 1,250,000 0.38
Total 139,229,260 41.94
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4915765

3 mth CPO RM 2773/tn.
http://www.bursamalaysia.com/market/derivatives/prices/

Lai lai lai more to come.

Still lacklustre. If Sarawak election date announce will FGV remain listless?

Seen rich but full of debts worth it? Banks will like them but they need to work hard paying their mountain of debts to be seen rich.

Where are those saying AA gap down? USD 3.87 mean AA profit again up.

Beside CPO price FGV also benefit from strengthening of RM. Now USD 3.87
http://finance.yahoo.com/echarts?s=USDMYR%3DX+Basic+Chart&t=1d#{"range":"1d","allowChartStacking":true}

USD 3.8684.
http://finance.yahoo.com/echarts?s=USDMYR%3DX+Basic+Chart&t=1d#{"range":"1d","allowChartStacking":true}

USD 3.8684.
http://finance.yahoo.com/echarts?s=USDMYR%3DX+Basic+Chart&t=1d#{"range":"1d","allowChartStacking":true}

Weekly Edge mention second largest shareholder Sincere Goldyear S/B acquired 14.8 million Pesona shares at 44 sen in a single-off market direct deal on 23th March.

Advisor for Tony Fernandes AA share placement.

If like that buy CIMB as well.

Posted by Icon8888 > Apr 4, 2016 12:05 AM | Report Abuse
I am sure as the adviser for the placement to Tony, CIMB must have received guidance from Air Asia for the projections
Very credible figure

If CPO reach RM 3K/tn or even 4K expect FGV TP even higher possibly RM 3-4.

RM 2 by May QR or Sarawak election day which 1 come first. FGV are big planters with high cost base will benefit from CPO price big jump(above RM 2700 currently).

Posted by sunztzhe > Apr 3, 2016 09:57 PM | Report Abuse

BN_Menang,
All the research houses did not rate FGV highly..the highest TP is 1.58 by RHB OSK.Since u know FGV very well and is an active promoter of FGV..please advise what is a realistic TP for FGV? What is your basis of you arriving at a certain TP?

Had they choose to privatize at RM 2.21(last week Edge) instead of issuing new shares at RM 1.84 they need to fork out extra RM 206.83 million for 559 million new shares. TF typical accountant who count every sen.

TF and Kamarudin Meranun now buy 13.5% first so no need to commit so much fund if decide to privatize later at higher price.

CPO good price(> RM 2700/tn) should help FGV to make good profit as they are big planters(high output). Coming Sarawak election is another plus factor.

Najib: Polls the only way to change leadership http://www.thestar.com.my/news/nation/2016/03/30/najib-polls-the-only-way-to-change-leadership/

If cannot move why not Wie privatize?

Change in Boardroom
FELDA GLOBAL VENTURES HOLDINGS BERHAD

Date of change 01 Apr 2016
Name DATO' ZAKARIA BIN ARSHAD
Age 56
Nationality Malaysia
Designation Chief Executive Officer
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5042625

Be greedy when others are fearful-Warren Buffett. CPO now RM 2753 will benefit FGV. If read today Starbiz, FGV is no 2 in oil palm production sure will benefit from surging CPO price. 3 years ago FGV above RM 4 with CPO lower price sure at RM 1.48 a good bargain to buy now.
http://www.bursamalaysia.com/market/derivatives/prices/

Why not Najib sack Zahid first(Dr Mahathir also sacked many of his DPM against him before) like he sacked Muhyiddin? Since he appoint Abdullah Badawi as Petronas adviser he should think to promote Khairy as future PM.

Oil price recovery to accelerate as smaller producers slash output
http://www.telegraph.co.uk/business/2016/03/25/oil-price-recovery-to-accelerate-as-smaller-producers-slash-outp/

Give to AZRB.

SPAD looking into benefits of Tumpat-KL rail link
http://www.thestar.com.my/news/nation/2016/03/24/spad-looking-into-benefits-of-tumpatkl-rail-link/

Agree with most comments that result is bad. Profit has dropped YOY. Perhaps Gamuda still up to protect warrants price?
http://klse.i3investor.com/servlets/stk/fin/5398.jsp

Last Sarawak election in 2011 Chinese votes went to DAP. So if BN want to win back DAP seats stock market must be good.

Posted by mamatede > Mar 26, 2016 12:46 AM | Report Abuse
I confirm BN will retain their win in Sarawak.. Adenam done a good job...

Read SH Quah postings. She knew how others O&G has reacted when they also announced poor QR like SKP.

Afternoon QR out already reacted. Bounce off low RM 1.88.

Posted by Mohd Fahmi Bin Jaes > Mar 25, 2016 06:07 PM | Report Abuse
net profit negative. monday gap down

Add 11 sen dividend ex-date 24/3/16.
http://klse.i3investor.com/servlets/stk/annent/1023.jsp

Aiyo DLCW again early loss?