do anyone know what is the % of production capacity JCY have on personal computer hdd vs. enterprise hdd?

30 mil USD hold as cash.... base on the 4 qtr USD appreciation of 30 cent per MYR, it give a 10mil profit ..... real cash profit excluding business.....

the highest standard of it solar cell efficiency is 19.3%, do anyone know what is the industry average standard and where to its stand in term of efficiency at 19.3%

iloveshare128.... what question you ask and what their answer are?

diam diam buying mah.....

will drop after dividend go ex

do you believe a company with 70cent cash per share after the 7cent dividend will hit bottom to 5 cents? of course I mean in mid to long term by ignoring the short term market volatility. if you answer is yes, please sell now.

1.4bil MRT contract awarded, reported in the star new paper

expected distribution date is end of May 2016.

Dear all,

summary of yesterday EGM.

1) remaining 50mil cash is for expansion of further 2 production line if item (2) is achieve. No acquisition of land is needed as there are still remaining unused land in the existing factory. If item (2) is not achieve then it may use a portion of the cash reserve to update the existing 3 production line to reduce wastage and improve efficient as the existing line is quite aged. Although is aged the machinery is from European countries therefore it is still in good condition to operation in many years to come.

2) details study has finalise to venture into export market in Vietnam, China and Indonesia. Malaysia has only 30mil population and if the export venture is successful it can easily double the sell therefore new production line is needed. Existing capacity of the 3 line is at 65%.

3) Rational of capital reduction is to offset the negative retain earning so that any profit generated in the future will be distributed as dividend to shareholder. This is a good point as the management is looking back at giving dividend to shareholder but management has not set the dividend policy at this point of time.

4) Chocolate business remain stable while the fluctuation in quarterly earning are mostly due to forex changes in other investment element. Choco commodity price has drop therefore I better margin is expected. As the machinery are mostly depreciated, cashflow remain health even profit is at breakeven.

5) MUI preference share has not taken into account as cash but any future redemption might provide opportunity of special dividend or capital distribution again.

david, can you take a look at Parkson and share your comment.

BUY ON HUMUOR SELL ON NEWS. once its done with the selling the price will start to go up. good opportunity to accumulate now.

if they use the cash for expansion, it will be a good news to FPI that it earning will improve in the future and also a indication business is good and capacity is at optimum level.

david... good point on the 60% and it is still very significant to the cash per share. it is as usual that to reduce the pressure to refund the cash to shareholder, the management mark the cash to future expansion. standard practice.

if you have done enough of PMC then wait for the EGM. but what you can do now is to look at other stock. FPI same situation with PMC with cash est to 83cent per share and the good part is their business is making profit and management by a more organize team.

worth a look.

The dependency is the coming result. as long as it stay about 3 cents eps , the target price is rm1.20

after disposal of acoutech share and the expected cash from the disposal of china factory, FPI has 85cents cash per share. That mean you are paying less than 10cent for the entitle speaker business....... a good bargain pricing......

expected good result announced with target at 3 to 4 cents eps. that mean 12cents eps roll forward on a yearly basis.

Target price 12 cents x 10PE = RM1.20

Calvin: you have not taken the Mui share PMcorp hold in the investment as part of the cash per share in your calculation of 21cent cash per share.

If you include that it mean it is more than 25cent cash per share.

the disposal of acoutech give another RM35mil cash to FPI. In total include the RM50mil of china factory disposal give FPI 85cent cash per share. you are almost buying FPI asset excl cash free of charge at 90cent.

USD rebound back to 4.20 per USD. the short term appreciation of RM look weak therefore might be an opportunity to buy cheap at RM1.87 now. Just observe the RM vs USD

opportunity to buy at lower price due to market bearish......

vincent, please dont repost the same message again. please give us something new

in fact the lower oil price give more demand for oil tank reserve for land end oil refinery project. Reason is there are investor who wanted to buy oil at low price and store and sell later. This is proofen with all the empty ship that is now floating around the world is store with oil.

Land value never depreciate in any history around the world. therefore we should not tie it to oil price.

seller is minimum. anything below 90 cent is good to collect.

Winstron a Taiwanese company is the second largest shareholder in FPI. Winstron has build a factory RM100mil + next to FPI and they have plan to move some of their manufacturing capacity out from China to Malaysia. Reason is cost is increasing in China as well as the political matters between the 2 countries. It make perfect sense that Winstron would want a contigent plan for a second manufacturing hub.

So how could this benefit FPI?
Winstron produce high end electronic product so the lower end product will be sub to FPI next door. A search in Winstron performance should that a 1% revenue shift to FPI is cost USD100mil+.

Think yourselves what is the benefit on the partnership tie between Winstron and FPI.

Tj piah plan to reclaim then sell for reason of the confident of buyer till completion. That said it will reclaim by phases to conserve cashflow with Phase 1 at 200 acres. there are pro and cons, that it get a premium selling price but need high capex.

With the loan stock of rm120 + the future RM500mil collection on the signed S&P, they should have enough cash for it.

The key point is when can they get the individual land title issue by land office for the RM500mil order book of which reclaim completion work is at 90%.

Anyone is familiar with land office procedure, could you please share what is the normal time lap to received a land title in Melaka?

they need cash to build a new factory/warehouse for expansion. At the moment they are renting a factory few block away.

either you want high div or high grow without gearing. which one you prefer?

you have forgotten to count in the quate share as cash equivalent
therefore it is 50cent cash per share.

why white?

if you have, please share.

do anyone has the solid proof that the MD is sick..... saw a lot of comment in hospital and medical bill.

SUPERLON has classified as growth stock with last year 1 qtr EPS 1 cent to 5 cent now
therefore growth stock PE should be between 15 to 18 times.

that for all the bad new. whether it is humuor or real i sincerely thank you all that i can accumulate the counter at low price. Appreciate if you could continue to spread bad new on this counter.

once theyget the land titile for Melaka sell, they will get 500mil cash from the sale.
also with the recent ICUL sell of 200mil, benalec has 700mil in the next 2 years to capitalise on tg piai reclaimation cost.

they get the land title for melaka land and will be recognising the revenue. also in progress to sign MOU with new buyer of tg piah project. it wouldn't be 1000 acres but at a smaller size.

why the trade debtor is so high? 50mil+, even is guarantee when will they get pay? can anyone shed some light on this point.

lose out, unexpected redraw from Tg. Piai, that say hope for pengerang is very low.

time will tell the truth. no arguement is needed and i respective every individual perspection and opinion.

if Sentova belong to the three brother, it is a related party transaction. I can't find any shareholder approval for this contract.

is the cost include to date is claimable? If you can be as specific, then we would have a clearer picture of the impact.

please allow me to share my thought. We are investor and what i am looking for is what is the potential claim impact. it did not mentioned in te announcement. If we know what is the dollar amount being suit, we can quantify what is the impact and we have a better picture whether should be buy, sell or hold.

All thought is welcome but let focus on the area in the perpective as an investor.

happy vincent : you have a valid point. The director remuneration is vote and pass on each AGM, and if you disagree you can vote against. let's do it the proper way if the Director remuneration does not make sense.

RIZERLEE, did you take a look at gerang as well? Appreciate some actual viewing and comment from you.

to strength my justification, do you know those who entitle to subcript for the RM200mil bond is so naive that if they don't see the potential value in the company, they are welling to put in that much of money?
Also, don't forget those who entitle for the private subcription are to high net worth investor and those who are well inform in the market. Perhaps there are development or value that person on the street is not aware of.

my analysis is simple..... 1 year forward EPS is 12 cents with industry average PE is 12, therefore the mid term target price is RM1.44 on earning calculation.

for NTA calculation is it about RM1.2 in 1 year forward NTA therefore mid term realistic price is betwen 1.2 to 1.44

the brother story is history, let look forward. Secure sale as of today is RM500mil to be completed by FYE 2016 giving a 12 cent EPS with estimated cash in flow after deducting the remaining work needed to be done is RM350mil.

moreover there are a few hundred acres left in melaka available for sell and taking the historical selling price and estimated profit, is about RM300k per acre.

That is all secure sell and assets and you can read that from the financial statement.

Don't rely on the share price movement to determine the company performance as market sentiment sometime like to overall reduction. Focus on what the company have and worth.

To response to the high PE ratio, we would need to understand how is the accounting recognisition insist of relying on the quarter result. Benalec do not follow percentage of completion recognition but recognise in total upon fulfilling all term and condition in the S&P. To have a better picture you might consider look at average per 2 years earning for PE calculation as mostly all deal completed with 2 years from the S&P agreement.

Hope i clear the doubt of some of the investor in this forum.

if oil price bounce back to USD70 per barrel, it is a good potential for cliq. it forecast and assumption is USD70 for 2016 and USD85 for year onwards.

who care if the value is there? unless you want some unfavourable new to push down the price for accumulation purposes.