US$1,452,816,000 exposure

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3134870

Dear Gabriel Khoo,

My email is ykgtoh@gmail.com

I thank you in advance.

Tks/Rgds
Jaack1

Dear Gabriel Khoo - can you also share MIB report here too? I am interested to add some SOP.

Tks/Rgds
Jaack1

Dear Gabriel Khoo - can you please share RHB report here?

Tks/Rgds
Jaack1

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3079154

https://www.bursamalaysia.com/market_information/derivatives_prices

Will appreciate if you add me to your list

https://klse.i3investor.com/servlets/ptres/54294.jsp

Latest PB report on MFCB
https://klse.i3investor.com/servlets/ptres/54294.jsp

VivoPrince - Thanks for sharing

Mr Tneoh - can you kindly share this report?
Tks

Thank you for sharing

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3022042

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3019667

https://cdn1.i3investor.com/my/files/dfgs88n/2020/01/16/1512572546--614335868.pdf

PUBLIC INVESTMENT BANK LATEST REPORT. 12 MONTHS TARGET RM 6.29

Dear Gabriel,

Thank you

Rgds

Dear Gabriel,

Can you kindly share the latest MAYBANK INVESTMENT report on SOP?

Tks/Rgds

For investors in MFCB: -

Latest update 29.07.19 by Public Bank Bhd.
Outperform - New target price RM5.04

https://cdn1.i3investor.com/my/files/dfgs88n/2019/07/29/1511530604--470089019.pdf

Happy investing
Jaack1

Dear Calvin,

RM342,000,000 profit from TAG's disposal is PER-TAX - below extracted from TA's 2017Q4 accounts: -

A10 Subsequent Events
There were no material events subsequent to the end of the current financial year except as disclosed below:-
On 10 January 2018, the Group announced that TA Little Bay Pty Limited (“TALB”), a 60.17% owned subsidiary of the Company has completed the disposal of undeveloped land comprising of 8 development lots and 26 house lots with total land area of 98.193.3 square meters (24.26 acres) located at 1406-1408 Anzac Parade, Little Bay, New South Wales, Australia, to Karimbla Properties (No.50) Pty Limited “KPPL”. Total cash amount of AUD245,000,000 (RM774,000,000 equivalent) plus GST was received in consideration of the disposal. The disposal will result in a pre-tax profit of approximately AUD104,000,000 (RM342,000,000 equivalent).

Rgds
Jack

UOB reported total FFB output from Jan ~ Aug was 827,925MT which is
incorrect. The actual FFB output for this period is 891,093MT.

On 26/4, SOP made announcement in BURSA on amended crop output for
months of Jan, Feb + Mar, I guess UOB missed out on these data.

I presume UOB also use the wrong input data for figures on CPO + PK.
If input data is incorrect, report ta boleh pakai

Just sharing

Rich - can you share the latest Maybank report on SOP?
Thanks.

Gabriel/Enning22 - thanks for sharing

Artemis/Enning22 - thanks for sharing

I rejoice in your benevolent deeds!!!

Posted by kcchongnz > Apr 1, 2015 05:49 AM | Report Abuse

Posted by rambutan > Mar 31, 2015 09:42 PM | Report Abuse

Thank you for all the long term charts. They are very useful. Are you going to do a part 3? For the new millennium?


Still writing. Two big memorable crashes in the new millennium.

However, people are more interested in which are the hot stocks, big boys buying what stocks, which companies getting big jobs here and abroad, which companies are involving big corporate moves etc.

Are you sure you are interested in market crashes?

Good morning Mr Chong,

Do you see signs pointing to a 'crash' in the foreseeable future?

Tks
Jack

For sharing: -

Authorised Share Capital : RM750,000,000.00 comprising 3,000,000,000 ordinary shares of RM0.25 each
Issued and Paid-up Share Capital : RM90,750,263.25 comprising 363,001,053 ordinary shares of RM0.25 each
Class of Shares : Ordinary shares of RM0.25 each
No. of Shareholders : 16,574
Voting Rights : 1 vote per ordinary share

Source: 2013 Annual Report

Currently issue shares increased to 813,500,000
Par value $0.25

Happy investing
Jack

30.09.14
Good morning

Public Invest started coverage on MFCB with a target price of RM3.82

http://www.theedgemalaysia.com/business-news/309527-publicinvest-research-starts-coverage-on-mega-first-corp-target-price-rm385-.html

Happy Investing
Jaack1

07 June 2014

Dear Mr Gan,

Thank you for sharing on Golden Pharos as well as your past quality postings.

Log output for 2013Q1 was 13,674 htp, Revenue/Losses was RM19.320/0.379 Million.

Log output for 2104Q1 was 11,830 htp (1,844 htp less that the same period of 2013)
Yet, the Revenue/Profit rocketed to RM46.340/RM19.96M

I cannot figure out how this is possible.

Tks/Rgds
Jaack

Information sharing:-

3 Off Market Transactions in February

11/2/14 1,000,000 shares
13/2/14 1,000,000 shares
19/2/14 1,000,000 shares

Price not disclosed

Tks/Rgds
Jack

Bursa Malaysia Securities Berhad (Bursa Malaysia Securities) has publicly reprimanded Malaysia Pacific Corporation Berhad (MPCORP or the Company) for breaching paragraphs 9.03(1) and 9.04(l) of the Listing Requirements of Bursa Malaysia Securities (LR) read together with paragraph 2.1(d) of Practice Note 1/2001 (PN1) for failing to make an immediate announcement in respect of the default in payments of the overdraft and revolving credit facilities granted by RHB Bank Berhad (RHB) to MPCORP.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1474437

Posted by gark > Nov 25, 2013 10:43 AM | Report Abuse
someone is finally recognizing the 40k ha planted in 2008.. about time to be fuly matured in 2013 and bear good yields..
Dear Mr Gark,

Can you please share where was the above information extracted from?

Both FIMA Corp and KFIMA 2013 accounts shows a lower planted area. If indeed 40K was planted in 2008, it would be a great buy.

Tks/Rgds
Jack

Interesting news on SAHONG HYDRO PROJECT

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1434221

Tks/Rgds
Jack

03.10.13

Dear Mr Chong,

Please have a good look at MWE Holdings Bhd – they have always been profitable & I think MWE is getting more interesting.

MWE hived off their plantation and electronic businesses and recently bought a 27% stake in Kumpulan Europlus Bhd.

In your view, is this good for mid ~ long term investment?

Tks/Rgds
Jack

Dear Mr Ooi,

I noted your comments and thank you for sharing. My intention is to create awareness so as to exercise caution when trading in MPC.

Happy investing.

Tks/Rgds
Jaack1

Dear Mr Ooi,

It is good if your will explore MPCorp’s 2012 accounts - Page 101 – points 35 & 36 regarding significant events.

It seems that Amanah Raya Bhd has served a writ of summons on claims pertaining to the exercise of put option granted under the joint venture agreement signed on 20 Aug 2008. Claims amount rather significant.

I always appreciate your continued contributions and I don’t mean to spoil your party.

Tks/Rgds
Jaack1

Gentlemen,

As JCool’s assumption that MFCB’s concession end in 31.12.13 is in corrected, I posted the actual concession dates.

From 2008 ~ 2012 (5 years) the, PBT generated by power division is RM 384,309,000 - breakdown as follows: -

2008 44,354,000
2009 76,851,000
2010 74,001,000
2011 90,662,000
2012 98,442,000

PBT shows increasing trend – it is safe to assume that there will be positive contribution to MFCB’s bottom line for the next five years - from 2013 till expiry of concession.

Tks/Rgds
Jaack1

Gentlemen,

Shaoxing Mega was established in the Shaoxing County of Zhejiang Province of the People’s Republic of China by Mega First Power Industries Sdn Bhd and Qixian Heat & Power Co., Ltd of Shaoxing County as a sino-foreign co-operative joint venture on 23 October 1995 with an operating period of 22 years


Serudong Power built, owns and operates a 36MW diesel-fuelled power plant in Tawau, Sabah. The Company is licensed to exclusively supply electricity to Sabah Electricity Sdn Bhd for a 21-year concession period from 2 December 1996.
Serudong Power’s power plant consists of 3 identical blocks of medium-speed generating sets, fired mainly by medium fuel oil procured from Petronas Dagangan Berhad as part of a 21-year Fuel Supply Agreement. Wartsila NSD Corporation of Switzerland designed the plant’s 4-stroke engines, while Hyundai Heavy Industries Co., Ltd and Hyundai Corporation Ltd were the licensed manufacturer.
Mega First Power Services Sdn Bhd, a wholly-owned subsidiary of Mega First is responsible for the operation and maintenance of the power plant via an Operation and Maintenance Agreement for a period of 12 years from 2 December 1996 and subsequently was extended to 1 December 2017.

Source: http://mega-first.com/business_power.html

Rgds
Jack

12.08.13

Dear Mr KC Chong,

Can I have a copy of your FA template. My email is jack1tyk@yahoo.com.sg

Tks/Rgds
Jack

Wow ... good call Mr KC Chong

MIDF today issue a buy recommendation for FABER. Target price RM3.61

Dear Mr KC Chong,

Thank you for your input.

Announcement has addressed ‘the RM6,972,000 Advances for plantation project & long term lease land in Cambodia’ in MFCB 2102 report, page 83.

Outstanding is the MFCB’s clarification on ‘RM 27,824,000 advance on the Don Sahong Hydro Project’ indicated MFCB 2012 report page 83.

MFCB proposed to built a power plant in Republic of Laos - if comes to fruition, it could be interesting.

Tks/Rgds
Jaack1

Dear Mr KC Chong,

MFCB announced that they have obtained approval for a 90years concession on a 9477 ha land to plant rubber and that the development of this land is expected to enhance the long term net assets and earnings of the group.

Is MFCB a planter? Do they have the expertise in this field?

What is your view on this development?

Tks/Rgds
Jaack1

RHB Research today upgraded Timber sector to 'Overweight'. WTK is RHB research's top pick with 'buy' with fair value at RM1.80

02.08.13

Dear Mr KC Chong,

The intrinsic value of MFCB using the EPV is RM2.27 per share as shown below .....

Is there a typo? The EPV should be RM2.72


Tks/Rgds
Jaack

Mr KC Chong,

I appreciate your generosity in sharing.

I had some exposures in MFCB and as your preliminary reply was positive, I have added more shares around RM1.71 level.

Once again I thank you for your continued guidance.

Tks/Rgds
Jaack1

Mr KC Chong,

It is obvious to most people what has transpired and who is the culprit.

Today you have made your point and caught someone swimming naked.
Don’t get so work up, its not good for your health.

Take care
Jaack1

Posted by TeckChuan Lee > Jul 14, 2013 01:08 PM | Report Abuse

the site is awesome....
http://www.klsepsp.com/p/financial-checker.html

Dear Mr TeckChuan Lee,

What is 'PSR'?

I am novice trying to learn - can you pls guide?

Tks/Rgds
Jaack1

Dear Mr KC Chong,

Thank you for your detailed post on MFCB.
I appreciate for your continued guidance.

Tks/Rgds
Jack

Dear Mr KC Chong,

MFCB (MEGA FIRST)

MFCB has always been profitable, Net Cash, pays good dividend, sustainable industry, etc., The only concern is they have huge exposure investing in the market.
What is you view on MFCB (Mega First)?

Tks/Rgds
Jaack