Please write in Bahasa Melayu, or else waste of time coz it's not reaching 60% of the population.

Huatexpert, this is too complicated. Many newbies have no idea what you're talking. Hahaha. Margins will rise if demand for Tguan products keep Tguan selling prices stable.

Slowly lah. Got a lot of people like KYY wanna throw.

KYY please leave Tguan alone!! Spare us the emotional roller coaster famously associated with KYY.

When KYY says SELL, you BUY. When he says BUY, you SELL.

KYY better don't touch. Stay away better. Thanks.

yfchong, what do you mean what is the price? It doesn't adjust like bonus shares or dividends. Please learn the basics. You can learn from investopedia.

Hopefully will have corporate exercises to boost share liquidity after the expiry of warrants and ICULS in Oct

Sean888, it is on Bloomberg ANR function to view. Can’t assess the report.

CIMB has a target price of RM3.90

Toilet Paper

Awesome! Revenue all time high! Profits normalized. Target price should be back to RM4.00 :p

No analyst report yet out yet. Wait for tmr lah

Higher ROE demands higher PE

Wow, surprising results

Mahathir thinks Zakir Naik is more important than all non-Muslims in Malaysia. As long as Zakir Naik roams freely and sows discord, I rest my case.

Just accumulate lah. So cheap

Ask EPF, PNB and ASB. Pakatan manipulator

If you wanna know how the price will go, ask PNB, ASB and EPF. They determine the prices. Left hand in, right hand out. Right hand in, left hand out.

This report has some real problematic assumption that OPR rate might be cut. With the recent inflation numbers coming in, we might expect some 2% inflation in the second half as the base effect is low after June 2018. Thus, the pressure on OPR rates is upwards or at least stable, not downwards.

Historical top/bottom line seems cyclical, Q2 the lowest and increasing till the following Q1. So, expect better results over the next 3 quarters if history continues.

BIMB a cheaper entry:
Our SOP valuation for BIMB is raised to MYR5.40 from MYR5.20, on
factoring in higher valuations for 59.6%-owned Syarikat Takaful (STMB
MK, Not Rated). BIMB currently trades at a prospective FY20 PER of just
9.3x as opposed to 13.5x for STMB and provides for cheaper entry to
STMB, in our view. At BIMB’s and STMB’s current share prices, Bank Islam
is valued at a PBV of just 1x, which is unjustified, in our view, given the
ROEs of >12% that the bank is generating. We maintain our BUY on BIMB.

Increased contributions from Takaful:
59.6%-owned STMB has been the group’s key earnings driver over the
past few years, with a 5-year (FY13-FY18) core net profit CAGR of 16.5%.
Its contribution to BIMB group’s pretax profit has since burgeoned from
20% in FY13 to 30% in FY18.

Growth drivers:
That STMB’s earnings growth has been strong, particularly in FY18 (+42%
YoY), may be attributed to the following factors: 1) rising bancatakaful
contributions, particularly with Bank Rakyat as a new banca partner, 2)
rising mortgage protection market share, 3) the push for online motor
takaful growth, 4) rising wakalah fee ratios and 5) tax incentives
whereby wakalah fees from Family Takaful are tax exempt.

TP raised to MYR5.40:
Factoring in lower effective tax rates, our FY19-FY21 net profit forecasts
for STMB are raised by 5-7% respectively. As a result, we are looking at a
core net profit growth of 31% in FY19E, 10%/11% in FY20E/21E.
Correspondingly, our net profit forecasts for BIMB Holdings are raised by
2-3%. STMB currently trades at a prospective FY20 PER of 13.5x and a
historical Mar 2019 PBV of 5.3x as opposed to the 4.6x that we had
imputed into our earlier SOP. We view STMB’s current valuations to be
justified and our historical PBV target for STMB is raised to 5.3x. As a
result, our SOP valuation for BIMB is raised by 20sen to MYR5.40.

Old news. Just google.

Fb1234567890，thank you thank you :)

Don’t rocket so fast....

Please sell warrants to me, thank you!! Haven’t collected enough!!!

Anticipating some corporate exercise after conversion of warrants and LA? Anyway, the management has to create greater liquidity for the stock to be attractive to institutional players, maybe a bonus issue.

Interesting. 2nd day of share buybacks with even higher volume.

EPF please continue to sell more! Thanks!

Please sell more, don’t go up first, thanks!

The warrant is stubbornly resisting fall. Please fall more for us to collect.

那就更好。我們可以買便宜貨，等全部warrant轉換成母股，大家有大肉吃了。

abang_misai, 20% revenue from Malaysia and PVC wrap is 9% of revenue. By simple calculation, PVC wrap in Malaysia could be 1.8% of sales only. Plus, if only the government stops using plastic food wrap, not other private entities, the percentage could be smaller than 1.8%. So, the news is immaterial at all.

Good. Please sell lower.

EPF has 4.5mil shares of Tguan to sell. Plenty of time to accumulate.

Just collect lah. I suspect EPF is selling. EPF needs money for bigger cap companies and withdrawing from small cap. They just bought a warehouse in UK.

Someone needs cash, please sell down more and sell all. Thanks.

value88, how significant is the dilution? Conversion of its WA and LA will result in about 16% more shares in the market. However, this is offset by increase of RM33mil more cash as a result of warrant conversion, which is about 8% of market cap.

If NAV keeps increasing at 7cents per quarter, a year will be 28cents or 17percent of current price.

Lower oil price = lower raw material prices; Higher USD/MYR: Higher selling price; Capacity keeps increasing and modernized.

Restaurant business ceased as announced in Annual Report. Oil price weakened over the past week lah. If restaurant business is closed, profit will jump a few million. So good.

Looks fake. No such news from his blog, FB etc.

Is the 120 million investment an equity stake in the company? A bond? Read the sheet. Oh, who cares? GKent!

What happens when credit culture fails? What does the terms say? Will RCE lose the money? What’s the collateral? How does RCE benefit even when CC fails? Oh... everything is gone! Aahhh, who bothers? George Kent is the best investment for now. Yay

Philip just simply wanna whack the credit culture deal without without bothering to look at the terms of the deal. Everything RCE is rubbish. George Kent is the best. Got it. Thanks.

https://sbr.com.sg/financial-services/news/online-lending-startup-offers-personal-loans-50000

https://www.sinchew.com.my/pad/con/2019-03/30/content_2030352.html

https://www.finews.asia/finance/28549-singapore-fintech-launches-platform-for-personal-loans

EPF is just selling everything. KLCI stocks: Banking, Telecom, Transport etc... It single-handedly wants to press down the whole KLCI. Hahaha

EPF can't wait to sell I guess