Goldenhorse

Goldenhorse | Joined since 2020-10-06

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Stock

2021-04-16 10:46 | Report Abuse

I think the collector revising his price lower now cuz of Covid, I also TP out 45sens to repark lower at 30 sens. BJ corp mainly is supported by BJ land, Now BJ Land also 30 sens. it was eye to eye level when BJ land was 45 == BJ corp also 45, if we follow correlation, it will fall

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2021-04-12 15:37 | Report Abuse

Somebody didnt managed to buy lower ka? LOL ..

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2021-04-12 15:29 | Report Abuse

Got inventory buffer means can continue to sell loh. Revenue and profit same loh

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2021-04-12 15:22 | Report Abuse

Eh if plant shut down revenue will drop meh? CGS CIMB says depreciation continue. I think not true, MSM has buffer 2 months stock for this closure.. I think net net no impact? or impact is good cus close for repair better than keep running and damage?

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2021-04-12 15:21 | Report Abuse

Lets make some logical math here, Say Johor closed for repair, because it says boiler problem in news. Say they repair now, means good because repair still under warranty, I wonder who did their boilers, Those contractors losing big time. But at the same time, now repair better as it is free. then when it is not repaired means not efficient la. So now repaired = in future will be more efficient?????

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2021-04-12 10:15 | Report Abuse

Jalil is working on turning Berjaya cum some top IT world player. Soon all the business will be fully IOT just like alibaba or any travel app. with this hotel full turn around, with lower room rates and higher occupancy. Umobile also IPO

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2021-04-12 10:10 | Report Abuse

Just imagine, they hire Mc Laren (Jalil) to drive this Formula 1 (Berjaya), soom u will know Robin in top 10 Forbes Malaysia. and all investors follow along

2021-04-12 10:07 | Report Abuse

AGM coming, Jalil will present a detail walkthrough Berjaya's profit game plan!!!!! Jalil time to Rock!!!!

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2021-04-12 10:05 | Report Abuse

Btw if you all dont know, BJ Corp corporate color is brown, and the brown batik is commonly found in deco and frames in their hotels. its just to show how much VT and Berjaya stands for Malaysia local culture.

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2021-04-12 10:03 | Report Abuse

Subsi just want extra money, show stripes by selling. they never ask the BJ corp holding co to transfer into treasury.

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2021-04-08 18:23 | Report Abuse

I tell you, it fall but keep bounce back, its not the end, losers keep dropping the shares, but the winners keep it all. short sellers all koyak shorting

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2021-04-07 11:28 | Report Abuse

What if Jalil's PE firm plans to kill all the small guci rates that play short selling and make guci profits? If short squeez, the guci rats really will kena GG

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2021-04-06 13:14 | Report Abuse

Bcorp owns alot toto, Times square, cosway .... golf clubs, freehold lands. Cheap as hell .... Jalil collecting more if you let go at this price

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2021-04-06 13:02 | Report Abuse

My average still lower than Jalil

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2021-04-06 13:02 | Report Abuse

Hoot hoot, VT let go some so that public small player can buy....... I looting

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2021-04-05 17:21 | Report Abuse

Jalil is undergoing strategic discussion as said by Vincent, Jalil will find a loyal team in his management, he is checking who sold all their shares in berjaya in the management and get rid of them. No need for generals with low trust and morale.

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2021-04-05 12:19 | Report Abuse

SHucks I kept que below 45 sens cant get in

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2021-04-02 16:37 | Report Abuse

Remember Jalil was a Jedi investor in Invesco and Aberdeen

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2021-04-02 16:36 | Report Abuse

Scenario 1: All bosses buy their own stocks (Local shareholders buy it up when is cheap
Scenario 2: foreign investor now interested, they come in hoot, it fly with the support of the jedi force

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2021-04-02 15:57 | Report Abuse

Look at freehold assets, all not revalued is one, two is that this asset not really running losses. Location all in bukit bintang is in KL city center. how can buy half the value. now bukit bintang so modern with MRT

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2021-04-02 15:55 | Report Abuse

All simply say TP 50 sens want to get in, chickee player. come see forum say sell. sure want buy your price no match queuing right. See this forum sure want buy one say sell. Shy shy har

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2021-04-02 15:52 | Report Abuse

Kick Coming - Hyper loop 30 sens up!

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2021-04-02 08:47 | Report Abuse

You guys know that the industry average for Property holding Co is 50% of NTA, and you know those guys owns leasehold properties and Berjaya holds freehold, c'mon man, the price is too cheap lah. Now its like buy it at cash value plus times square (freehold). And get Menara cosway and all the free hold golf range for free.....CHEAP LAH! whack 2x my position !

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2021-04-01 15:44 | Report Abuse

I think will RM3 if you believe in a 10 x your capital PE style. This Jalil sure don't see 10% or 100% small player returns, He bought from Vincent at RM 0.3250, you think he settle for few sens ah, People like him aims to be Bill Ackman, target 10 x in every investment

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2021-04-01 15:18 | Report Abuse

CEO is collecting more and more, maybe he plans to take over

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2021-04-01 15:17 | Report Abuse

Hyperloop man, From what I see, they are making more affordable housing with their land bank. This means turning hard assets into cash and loans will be pare down. U mobile listing should worth in the billions of ringgit. Proceeds should be used to pare down the loans. Today fast escape for main main players. once they are flush out of position. It will fly pass the RM1 mark. U mobile is everywhere, killing Digi, just a fruit for thought.

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2021-03-24 11:26 | Report Abuse

The dispose price cant be lower right? If that comes true. Where will they use the money? I think pairing down loans in full will help them save interest. Then they will have stronger net interest income

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2021-03-17 11:49 | Report Abuse

The CEO also is a fund manager before. He will be applying to get Berjaya Corp out of the Regulated Short Listing List . ASAP. Smart people think alike

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2021-03-17 10:20 | Report Abuse

Best item for the CEO to work one first, realize a sale of an asset at current market value, pair down loan convert this co into a cash stock.

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2021-03-17 10:13 | Report Abuse

look at BJCORP-LD (3395LD) this is it man. conversion so high price. to avoid impairment 101. push the price into hyper loop

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2021-03-17 10:10 | Report Abuse

HYPER LOOP Limit up 10x

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2021-03-17 10:05 | Report Abuse

Let me explain, Vincent hold so much loan stock and warrants. that if he converts at this 20 sens is too much impairment to all his vested co holding it. So to avoid this, they have to push pass 1.20 per share. that's the conversion price. SO I BET this share will hop like hyper loop and not rocket

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2021-01-27 16:02 | Report Abuse

Eh just thinking ah, if BJ Corp announce dividend. lets say 2 cent la. Will fly or not? 2 cent like no problem to their cash reserve eh. is like alot to the current share price 17.5 cent oh.

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2021-01-26 13:05 | Report Abuse

CASH FLOW STATEMENT: Cash and cash equivalents carried forward
Q3 2020 – RM 1,279,860,000

NET EQUITY
Q3 2020 – RM 9,511,492,000

TOTAL SHARES FLOATING IN EXCHANGE
Q3 2020 - 4,874,325,000 units

CASH AND CASH EQUIVALENT VALUE/TOTAL SHARES FLOAT= 26 sens / share
NET EQUITY VALUE/TOTAL SHARES FLOAT= RM1.95 / share

Current price = 18 sens per share.
Under Equity value and also cash value. Unbelievable discount 10x cheaper than its equity eh.
UNDER CASH VALUE EH.
Indirectly meaning: Buy under cash value and get time square and list of land bank for free.
You get toto and list of hotels as well.

If we believe this asset will last. I think so. When the season come back.
So much cash in bank wont die la.

If fundamentally speaking, is just the current fear in the market. If Berjaya formulate a new strategy moving forward, and pairing down loan. I think they will be positive in future.

Time square a freehold mall in middle of Bukit Bintang area. So Iconic asset and is free to own. Just invest under cash value. The Malaysia market so far from reality, is it due to market nightmare or what. Reality is they got cash in bank and now under cash value.

Eh I still don’t believe it. What you all think. Can buy?

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2020-11-23 12:34 | Report Abuse

This counter has lots to do of Sabah recovery and Budget 2021. Government says pan borneo a go. So this counter is about time when vaccine now is available. Its gonna be over RM2 if I so believe. A good leader in such industry with good fundamentals and low gearing. All met for a Gem in the value investing fraternity

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2020-11-23 12:31 | Report Abuse

Consensus is right, Covid has now its vaccine. Now sets the bull market, why not push. The first attempt has been successful to above 60 over sens. But the true value at least to push it above cash levels pershare and above 50% of the NTA

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2020-11-23 12:29 | Report Abuse

You see the fact that year end audit going to happen, If you look at the trend of auditors taking market share price vs book assets. The ratio suggest the book assets is overvalued or market price is under value. It makes more sense that the CEO must push market price to make it Above RM1 pershare to make sense that the book assets were right investment. If not ask the CEO tapau go home sleep la.

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2020-11-20 12:18 | Report Abuse

I think Isogress people want the stock to fall lilbit then collect at lower price before rally. Before this they saw Naim got huge money sell land make them good mood. they think want loot Naim money, So find what way can earn money. they think so hard maybe legal suit. but simply come shoot. Later to get huge loot.

Then very good. actually small hoot hoot want cook.


look good, want loot, simply shoot.

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2020-11-20 12:14 | Report Abuse

THERS KUALA LUMPUR HIGH COURT CIVIL SUIT NO: WA-22C-108-11/2020
NAIM HOLDINGS BERHAD

Type Announcement
Subject OTHERS
Description KUALA LUMPUR HIGH COURT CIVIL SUIT NO: WA-22C-108-11/2020
Reference is made to the Company’s announcement dated 16 November 2020.



Further to the said announcement, the Company wishes to add that based on the Company’s records, the Company is of the view that the claim by Isogress Construction Sdn. Bhd. ("Plaintiff") is frivolous. As such, the Company does not expect the claim to succeed and is of the view that the claim does not have material financial and/or operational impact on the Group’s results for the financial year ending 31 December 2020.



Notwithstanding, in the event that the claim is allowed by the Court, the financial impact is limited to what is claimed by the Plaintiff in the Statement of Claim.



Dated this 19th day of November, 2020.

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2020-11-20 12:12 | Report Abuse

The q4 and FYE 2021 coming, overall up right? what is the book value now.
There is dividend to come next. All looks good in place. Morevover, now Covid Vacine already 90% effective. Is it property recovery? Looks like it.
I think can go beyond RM1, since all recovery and budget 2021 sure help sabah sarawak.

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2020-10-06 10:41 | Report Abuse

Today EGM, the MD said will pay dividend in 3 month

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2020-10-06 10:05 | Report Abuse

Huat ah, Naim from the dips to the tits, a ROCK SOLID DIVIDEND!!!

BUY BUY BUY!!!!, Dont buy now regret later!!!!

NAIM LOW GEAR STOCK,,,,, FUTURE IS WIDE!!!!!