it is sinking better run

Consider

AAX-C13

Consider

AAX-C13, trading same price as Suma

With all the hype around Air Asia X

Thank you for the share :)

Time to sell, and change train

As quoted from HLB Research

"We believe IGB REIT is shielded from current challenging
retail environment in Klang Valley due to prime location and
high traffic enjoyed by both MVM and TGM. Moreover,
prudent management and healthy balance sheet further
enhances the attractiveness of the stock."

FY17 DPU of 9.28 sen (FY16: 8.71 sen) was declared,
representing a payout ratio of 95%.

Highlights:

1) YoY/ QoQ: Normalized net profit of RM77.1m increased
(QoQ: +4.1%; YoY: +9.7%) on the back of positive rental
reversion rate but was partially offset by higher property
operating expenses.

2) FY17: Normalized net profit increased by 5.9% mainly due
to positive rental reversion but was partially offset by higher
property operating expenses.

3)Occupancy rate: Overall occupancy rate remained healthy
being close to 100% while YoY NPI margin slightly declined
to 71% (from 73%).

4) Inorganic growth: MidValley Southkey Megamall (MSM) is
expected to start operating in August CY18 and the potential
injection of this asset into IGB REIT will increase total NLA
by 60%. However, injection of MSM will only happen at the
earliest in CY21 after the one tenancy cycle (3 years) to
allow stabilization in rental and occupancy rates.

5) Outlook: We expect both MVM and TGM to continue
register positive tenant sales growth and rental reversion
rate given its high quality assets at prime location with
strong footfalls

Looks like it will continue to fall according to trendline

Risk:

 Prolonged tightening of banks’ HP rules.
 Slowdown in the Malaysian economy.
 Global automotive supply chain disruption.
 Sudden jump in fuel prices and interest rate

http://www.theedgemarkets.com/article/stock-momentum-sumatec-resources-bhd

Sumatec’s shares were trading at 0.64 times its net book value.

yea. Goreng stock, time to leave

http://www.tradesignum.com/news/SUMATEC

Still waiting for 0.10 according to trendline

P/E Ratio is at 137.99

FGV CU P/E is at 222.22 vs. AirAsia at 6.75

Anything >15 is a concern

G/PE Ratio - 1.08

16.7% discount to expected growth

A ratio (Forecasted Growth + Estimated Dividend Yield/ Estimated Price Earnings) higher than 0.9 indicates that the stock's price presents a discount to growth of 16.7%.


Sounds like more to come

P/E ratio is 8.5

https://www.thestar.com.my/business/business-news/2018/01/20/debt-raising-vital-for-khazanah-stable-of-enterprises/

https://www.theedgemarkets.com/article/sumatec-partner-caspioilgas-gas-deal-kazakhstan-co


Sumatec Resources Bhd's business partner CaspiOilGas LLP has signed a presale gas agreement with Kazakhstan-based NIPIneftegas Consortium (NIPI). The deal includes the sale of 6.2 billion cubic metres of gas to NIPI over 15 years at market price.

Sumatec said the NIPI-led consortium will convert the gas into petroleum products through proprietary gas-to-liquid technology.

Sumatec said the proposed capital expenditure (capex) for the gas utilisation plan which is tied to the gas development production agreement between SRB (Sumatec) and COG (CaspiOilGas) will start at US$60 million (RM236.46 million) and the total capex of the plant over the period to bring it to full capacity will be US$360 million. The first phase of the plant operation is expected to start in 2019.

Malaysia's Sumatec Resources Signs Pre-Sale Gas Agreement

https://asia.nikkei.com/Markets/Nikkei-Markets/Malaysia-s-Sumatec-Resources-Signs-Pre-Sale-Gas-Agreement

Sumatec’s partner CaspiOilGas inks gas deal with Kazakhstan firm


http://www.thesundaily.my/news/2018/01/22/sumatec%E2%80%99s-partner-caspioilgas-inks-gas-deal-kazakhstan-firm

Free Falling 1.4 close today

An increase to 3.97 huh, would it mirror last week Monday, when it peaks before lunch and slowly dip to 3.92, then fall as low as 3.76 on Tuesday ... Hahaha!

Well it dip below 1.95 ... Hmmm!

Sounds good, will buy when it dips below 1.95

Looking at the trend line it is going to fall by another 6 points from now till next week.

What do you think?

http://www.theedgemarkets.com/article/sunway-construction-bags-rm140m-worth-jobs

So FGV & AA crash again... Pain sia!

Buy or Sell, hahaha

http://www.theedgemarkets.com/article/sunway-reit-sees-diversified-defensive-rental-stream

Sunway REIT sees diversified, defensive rental stream

http://www.theedgemarkets.com/article/netx-partners-chinas-edo-provide-online-payment-services-ewallet

Guess the trend is booming now

time to cash in

Yup it is going up

Surprisingly SUNCON is trending better than Sunway

Yea, prices look to be free falling to 1.6 level again

Why is there a falling trend???

https://klse.i3investor.com/entitlement/5160/27-Dec-2017/18363_3553884231.jsp

Hope this means something for this counter


Financial Year 31-Aug-2017
Subject Final Dividend
Type Dividend - Normal or Special
Description Final single tier tax exempt dividend of 2.2 sen per ordinary share in respect of the financial year ended 31 August 2017
Amount RM 0.022
Ex Date 12-Feb-2018
Entitlement Date 14-Feb-2018
Payment Date 01-Mar-2018

buy!