Without any sweet from Fed, the Puncak fair value may be around RM3.80; but i strongly believe there is some sweetener in order to seal the deal!

Errita deal in Indonesia will provide good opportunity for Pharma. So, with the dividend more than FD after tax (giving out quarterly). It is provide a good opportunity to accumulate.

The good thing about IJMLand is it has land at the strategic area in few cities compare with other property developers. Of course if the market is good ,it should able to reach RM3.50

Spaghetti932, if you want a bit safe then i think the 1st wave is about RM3.00 (if you can get more than FDx2 but need more time), before further to RM3.20 (please take note: It is on your own risk and decision). Of cource, 100% safe is now ( despite any profit or loss).

Finally, i need to say "Good Bye" to Protasco, use the money to focus on Pharma. Hope to return back when the price is lower! Happy Investing.

Hope IJMLand to gain more from...RM50bn development of the RRI land.

CIMB in it report "Road projects worth about RM40bn expected over the next three to four years"
A 465.3km road linking Kota Baru to Simpang Pelangi in Bentong, Pahang, worth RM8bn, is also in the works. It has been reported that a joint venture between MMC Corporation Bhd and Mudajaya Group Bhd is the front-runner for the job.
So, hope Mudajaya will "Jaya"!

Buy few lots to average the existing price. In fact Pharma will be the 3rd largest besides IJMLand / Puncak in my portfolio. Hope all the BEST to come!

RHB TP :RM2.20 but need to wait for more positive progress from Tambun!

Here is the percentage of share hold by EPF:
4/3/13 : 5.786%
31/5/13 : 5.099%
2/8/13 : 6.014%
31/10/13 : 6.132%
2/1/14 : 6.798%
28/2/14 : 7.016%
start from Jun 2013, EPF continue to accumulate (use sell and buy) IJMLand about 2%!
So, I am quite confident that the share will up further.

Great! Hope to move up further 2morrow !

Hold on... and climb up further!

Radar is on, further drop will be a good time to accumulate again (if below RM0.64).

CIMB reported : http://klse.i3investor.com/blogs/valueinvestorresearchklse/47644.jsp
Mudajaya Group Bhd, which has carved a niche for itself as builder of power plants in the country, is touted to be the prime beneficiary from the award of the 2,000 MW power plant to the joint venture of 1Malaysia Development Bhd-Mitsui Co Ltd. According to industry officials when the joint venture was preparing its technical and financial proposal for the tender, much of the input came from Mudajaya that has undertaken the civil works for most of the power plants in the country.

"Mudajaya is the civil contractor for the two ongoing coal-fired power plant projects. It was the company that the 1MDB-Mitsui joint venture were working with," said an industry official.
Mudajaya officials were tight-lipped when asked about the prospects of the group benefiting from the power plant job that is estimated to be RM11bn. Mudajaya COO James Wong, however, said that they were looking forward to be involved in the civil work construction job for the much-touted 2,000 MW coal-fired power plant project.

Here is latest CIMB Rating:
Recommendation: Over Weight
The recent press articles highlighted the likely rationale behind the water MOU between the federal and Selangor state governments. They cited commercial and financial reasons for the federal government, which we agree on. For the state government, they cited political motivation as the dominant factor, in view of the upcoming by-elections. Be that as it may, the key reason for the MOU is that there is now a concerted effort to ensure that: 1) the water shortage issue is addressed, and 2) the water takeover talks are concluded to make way for the restructuring. We still view this scenario as positive. Maintain Overweight, with Puncak Niaga as our top pick.
What You Should Do
Accumulate the beneficiaries. We advise investors to accumulate Puncak Niaga (Add, TP: RM4.16) and Gamuda (Add, TP: RM5.24), which are the likely beneficiaries of any valuation top-up. We also highlight Engtex Group as the key player in the pipe-makers segment.

If this is true (below news), Zh will further down!
Zhulian group managing director Danny Teoh Meng Keat when asked by StarbizWeek, says little on the impact of the Thai situation on Zhulian’s future earnings.

While Zhulian does not have official data on its customers in Thailand, it admits that it has customers from the rural segment.

Teoh, meanwhile, says only: “Our recent quarterly results performance was mainly due to market conditions.”

http://klse.i3investor.com/blogs/kianweiaritcles/47545.jsp

Dun from Kelanajaya had mentioned the briefing from Khalid (in Sin Chew newspaper) 2 candidates were participated in Langat 2 (about 4.5B), there are MMC and AZRB. From what recent move from AZRB such as reduce share par value to off set the debt from it book;and issue out warrant to get more fund? Is AZRB paths it way for Langat 2?

http://m.thesundaily.my/node/242295
Mudajaya will further up due to 1MDB project, it secured book order will double as per attached news.

The problem in the market is always up during speculation and down the news is happened. I think Tambun will consolidate before moving higher. Hope this is wrong as I still hold some balance lots to sell higher.

unless the price below rm3.60 else it is not a good price to enter as the upside ( in short term) is not attractive. if talk about plantation, scale and up/down stream coverage is important to sustain the profit. for construction, locations especially few ( not 1 or 2 ) strategy areas and prudent management is important to sustain the growth ( to overcome cooling property measure from gov).

Mr Koon, in you opinion what is the fair price for Mudajaya?

This is the problem here, the 2B is on top of 9.65B or part of RM9.65B to facilitate the take over.

So far at least 3 research houses gave a positive rating.. at least >20% on TP from current price!
Let see how it perform by coming week.

i still holding eventhrough not many bullets left. I still believe on it.

Kenaga up rating for Alam?
Rating Maintain OUTPERFORM
Valuation Our target price is increased to RM2.10 (from RM2.07) as we roll forward our valuation base year to FY15. This is based on unchanged CY14 PER of 15x.

http://klse.i3investor.com/blogs/rhb/47383.jsp
Latest assessment from RHB give us more confident to us. So, hope for better uptrend!

Here is the latest Q Report
1 Revenue
468,904 (Latest Q)
358,006 (Previous Q)

2 Profit/(loss) before tax
133,998 (Latest Q)
87,182 (Previous Q)

3 Profit/(loss) for the period
100,164 (Latest Q)
57,681 (Previous Q)

4 Profit/(loss) attributable to ordinary equity holders of the parent
95,915 (Latest Q)
53,615 (Previous Q)

5 Basic earnings/(loss) per share (Subunit)
6.15 (Latest Q)
3.82 (Previous Q)

The share price of IJMLand is still flat after 3 years. May be the counter is too stingy to give out bonus or dividend!

Expect will start lower than hopefully pick up in the afternoon due to the Q result not impression.

profit up 60% and turnover almost up 25%!
please wake up IJMLand !

Have to leave now, hope all the BEST to all.

My advise is the price can reach above RM3.85 is good enough, please let those who buy it happy as well.

Good trend, expected further up by coming tomorrow. God Bless!

Maybank Research foresees a willing-buyer-willing-seller outcome in the ultimate take-over of water assets by the government, as part of the larger programme to restructure and consolidate the state’s water supply industry. While Section 114 of WSIA gives power to the government to force water players to hand over the assets in the name of “national interest”, Article 13 of the Federal Constitution states that “no law shall provide for the compulsory acquisition or use of property without adequate compensation.”
For me, some sweeteness must be there to end the deal else it is definately impact those investors invested in Malaysia.

The price down to rm3.30, let see my bet on this counter will become from Elmira to Myvy or at least Vios! After today accumulation, average prive up to rm3.23, almost back to squire.

Let wait for the clarification.. Is the 2B is on top of 9.65B deal. If no, then the price may around this price. I believe the 2B should on top as sweeten for this deal. This will ensure all the taken over is running accordingly. All will happy (of course money is from all of us).

All match !! Next RM3.34 for me ( every time 2 lots )

Down 2 more cents to get it.

Alamak, yesterday locked in rm3.36 but present status is buy rm3.40 & sell rm3.43
Sell lower please !

AZRB is one of the beneficial for Langat 2 (1 out of 3 potential candidate), hope all the best for Ahmad!

More uptrend, better hold my balance lots as expected more uptrend!

Worse than i expected (expected breakeven in my previous comment), 3x worse than previous. Luckily do not puchase any share. Price should drop below rm0.80!

Please read the link I mentioned earlier, it stated (Khalid also said that the takeover process would be finalised in three months and all concessionaires will be placed under one consortium). so, the timeline is clear!

Alamak, this is one of the counter not perform! need to study before any decision on this counter.

After verified the report, I think further uptrend is high! hope OldTown can give me some fee white coffee in 2014!

Good, I will buy in few lots for each cents down from rm1.49, similar the method I used last year for this counter!

For me don't be fooled by some player. let wait how the rating for Puncak from Kenanga, HLB, CIMB....of course don't borrow money to invest.

I refer to Gamuda share price was suddenly down, but base on buy and sale volume. I think some party tried to make a false scenario and I strongly believe Gamuda will up significantly! Anyway, I don't hold any Gamuda share but only Puncak.

please refer to the following with clearer infor http://www.theedgemalaysia.com/mobile/article.php?id=277442

Ex date is19th Mar and payment date is 17th Apr.