Jeff7

Jeff7 | Joined since 2014-04-19

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Stock

2020-09-28 09:07 | Report Abuse

volume start to picking up, good sign

Stock

2020-09-25 20:20 | Report Abuse

volume improving, after the RHB IB study.

Stock

2020-09-24 08:14 | Report Abuse

The share price is fair or undervalued is very depend on each investor calculation. If taking the industry average PE, Ranhill is undervalued with 12 PE vs 26.41 (industry average). If you attended fundamental investment class, you will have a ruler in mind. With the current bank interest rates of around 1-2%, the average PE that 20 below will consider undervalued now, if the rates back to 3-4%, average PE that below 10 is consider undervalued. And another thing for Ranhill DY is more than bank interest rates if buy now. So, it is depend on each investor, how you look into it. Happy investing!

Stock

2020-09-23 22:42 | Report Abuse

After a study on the average PE for Malaysia Utilities Sector that listed in KLSE, with 26.41 average PE.

From the study, Ranhill & Malakof among the lowest PE of around 12 compare to the industry average of 26.41. Which is only 50%. Consider undervalued? Think about it.

But if compare ROE between Ranhill with Malakof, Ranhill with better ROE of around 12% compare to Malakof of around 7%. If compare to the industry average ROE of 9.25%, Ranhill still come with better ROE of 12% compare to 9.25% industry average.

In terms of DY, Ranhill with 5.88% compare to industry average of 5.38%, which also beat it.

In conclusion:
Ranhill VS Industry average:
1. PE - 12 vs 26.41 (Undervalued)
2. ROE - 12% vs 9.25% (Outperformed)
3. DY - 5.88% vs 5.38% (Outperformed)

Think about it!

https://www.malaysiastock.biz/Listed-Companies.aspx?type=S&s1=20

Stock

2020-09-23 22:41 | Report Abuse

As a fundamental investor, i always believe, an undervalued company share price wont be undervalued for long, when investors discover this undiscovered gem

Stock

2020-09-23 22:32 | Report Abuse

For share buyback is good when the company have stable cash flow with not much capital expenditure needed for expansion, the company decided to buy back their company share which they think their share price is undervalued.

If you are a long term investor, you will feel great that the company support their own share. There are a few options that the company can do with the treasury share:
1. Cancel the share & boost the EPS - Good for long term investor
2. Sell the share to public when the price is good - Extra Gain
3. Sell to own staff or ESOS, motivation for the team
4. Give away a share dividend - Good for the loyal investor (the company buy back the share from the investor that do not want to keep their company share, and give to the loyal investor that holding their share, which they know loyal investor wont simply sell their cash cow share)

Think about it!

Stock

2020-09-23 22:22 | Report Abuse

it is depend on what kind of investor you are, if you are looking at a goreng stock, i do not think ranhill is a good option, but, if for ROE, DY, then different story

Stock

2020-09-23 22:21 | Report Abuse

mean the shares that in the market is not much, but it is stable cause all the shareholders have confidence and hold tight, and many treat ranhill as a cash cow for their fund

Stock

2020-09-23 22:20 | Report Abuse

if you realize that, the top 30 shareholders already own 78% of shares in overall

Stock

2020-09-23 22:17 | Report Abuse

ranhill is a cash cow company for some of the funds or entity

Stock

2020-09-23 22:16 | Report Abuse

1. UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS)
190,962,541 17.80%
2 UOBM NOMINEES (TEMPATAN) SDN BHD
LAMBANG OPTIMA SDN BHD
124,662,718 11.62%
3 PERMODALAN DARUL TA’ZIM SDN BHD 112,920,000 10.52%
4 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN MOHAMAD
(MGN-HAM0007M)
72,807,000 6.79%
5 HAMDAN (L) FOUNDATION 58,939,749 5.49%
6 RHB NOMINEES (TEMPATAN) SDN BHD
OSK CAPITAL SDN BHD FOR HAMDAN MOHAMAD
53,371,558 4.97%
7 LEMBAGA TABUNG HAJI 53,067,300 4.95%
8 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN (L) FOUNDATION
(MGN-HAM0007M)
50,400,000 4.70%
9 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MTRUSTEE BERHAD FOR PRINCIPAL DALI EQUITY GROWTH FUND
(UT-CIMB-DALI) (419455)
37,754,420 3.52%
10 YPJ CORPORATION SDN BHD 24,049,959 2.24%
11 CITIGROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 14)
20,866,000 1.94%
12 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (DR)
20,611,560 1.92%
13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD
18,944,700 1.77%
14 MAYBANK NOMINEES (TEMPATAN) SDN BHD
NATIONAL TRUST FUND (IFM MAYBANK)
16,838,800 1.57%
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN)
16,614,220 1.55%
16 MIDF AMANAH INVESTMENT NOMINEES (ASING) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN INC. (LABUAN) PTE LTD
(MGN-HAM0007M)
14,400,000 1.34%
17 HSBC NOMINEES (TEMPATAN) SDN BHD
HSBC (M) TRUSTEE BHD FOR PRINCIPAL DALI OPPORTUNITIES FUND
9,086,880 0.85%
18 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (PRINCIPAL EQITS)
7,785,280 0.73%
19 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR PRINCIPAL DALI EQUITY
FUND
7,112,600 0.66%
20 AMANAHRAYA TRUSTEES BERHAD
AC PRINCIPAL DALI ASIA PACIFIC EQUITY GROWTH FUND
6,860,000 0.64%
21 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD
PRINCIPAL ISLAMIC ASSET MANAGEMENT SDN BHD FOR LEMBAGA
TABUNG HAJI
5,000,000 0.47%
22 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CPIAM EQ)
4,695,000 0.44%
23 CHE KHALIB BIN MOHAMAD NOH 4,632,000 0.43%
24 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LGF)
3,661,040 0.34%
25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (CRST SM ESG)
3,500,000 0.33%
26 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD
CIMB COMMERCE TRUSTEE BERHAD FOR MAYBANK MALAYSIA
SMALLCAP FUND
3,338,460 0.31%
27 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LPF)
3,271,680 0.30%
28 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR BANK JULIAS BAER & CO. LTD (SINGAPORE BCH)
3,179,835 0.30%
29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN TAKAFUL BERHAD (MEKAR)
3,014,460 0.28%
30 CIMSEC NOMINEES (TEMPATAN) SDN BHD
EXEMPT AN FOR CIMB TRUSTEE BERHAD (TR1032)
3,000,000 0.28%
13/09/2020 4:41 PM

Stock

2020-09-22 18:23 | Report Abuse

Share Buyback Again

Stock

2020-09-21 21:43 | Report Abuse

Today last 10 mins, someone sell down the share price to 0.845 from 0.85 with 6 lots (hahaha.....desperate seller? or someone want to press down and accumulate? Not sure, think about it)

Stock

2020-09-20 17:38 | Report Abuse

After a study on the average PE for Malaysia Utilities Sector that listed in KLSE, with 26.41 average PE.

From the study, Ranhill & Malakof among the lowest PE of around 12 compare to the industry average of 26.41. Which is only 50%. Consider undervalued? Think about it.

But if compare ROE between Ranhill with Malakof, Ranhill with better ROE of around 12% compare to Malakof of around 7%. If compare to the industry average ROE of 9.25%, Ranhill still come with better ROE of 12% compare to 9.25% industry average.

In terms of DY, Ranhill with 5.88% compare to industry average of 5.38%, which also beat it.

In conclusion:
Ranhill VS Industry average:
1. PE - 12 vs 26.41 (Undervalued)
2. ROE - 12% vs 9.25% (Outperformed)
3. DY - 5.88% vs 5.38% (Outperformed)

Think about it!

https://www.malaysiastock.biz/Listed-Companies.aspx?type=S&s1=20

Stock

2020-09-20 12:43 | Report Abuse

* Share Dividend will credited into account by 16 Oct 2020

Stock

2020-09-20 10:47 | Report Abuse

Ranhill share price aligned with Tenaga share price trend that now both company back to March low area Tenaga latest 10.90 compare to March lowest at 10.80, which Ranhill latest 0.85 compare to March lowest at 0.82. Is it oversold? July onwards, majority businesses or industry back to normal, except some industry that related to travel. Many factory production start to pick-up, even some business production spike. Unemployment rates also start to drop, mean many business starting to expand. Is Tenaga & Ranhill which from the same segment bottom now? Their utility discount that requested by government will be end by Sept. Stock market will normally run 6 months ahead compare to current market. 6 months ahead, vaccine will foresee to come out to the market with mass production, especially China side, and Trump claimed that April will mass production for their America Vaccine. Will everything back to normal for the coming 6 months? Are both Tenaga & Ranhill undervalued now? Try to think about it

Stock

2020-09-20 10:31 | Report Abuse

Again, Friday trading last 15 mins, suddenly high sell volume que at 0.85 with 29534 lots, follow by 0.86 - 250 lots (very low compare to 0.85 volume) follow by 0.65 - 26 lots (extremely low).

Stock

2020-09-17 22:33 | Report Abuse

Today last 15 minutes suddenly high volume que at sell side 0.855 (29388 lot - worth around 2.5 million), hahahaha, but 0.86 only have 203 lot, follow by 0.870 with super low 40 lot only. What all this mean? Try to think about it.

Stock

2020-09-17 22:28 | Report Abuse

Share Buyback again

Stock

2020-09-17 08:28 | Report Abuse

Share Dividend Ex-Date, today before 5pm

Stock

2020-09-16 09:47 | Report Abuse

Again, yesterday (Tuesday), last minute high volume at 0.85 (2566 lot), and there is 1 lot purposely push down to 0.845 (desperate investor want to sell his/her 1 lot? cant wait to sell at 0.85? since volume is there). Think about it. Is it someone try to push down and accumulate, force people to sell lower to them, easy for them to accumulate at lower price

Stock

2020-09-13 17:09 | Report Abuse

If you all have time can go thru the 2019 Annual Report, Page 241.

Johor Government Body also own 21.04% of the company share.

Stock

2020-09-13 16:52 | Report Abuse

Example like last friday 11/9, last volume for sell side at 0.85 (1295 lot), follow by a very very small volume of 15 lot at 0.855, follow by 72 lot at 0.86. Make sense? If really desperate selling last minute, should sell all the way down, from 0.845 (buy side) all the way down, to clear the selling, why need to block so much volume & wait? Wait for? try to think about it. Maybe someone accumulating? maybe i am wrong, really have a desperate seller?

Stock

2020-09-13 16:47 | Report Abuse

If you are monitoring this share, you can see especially last 15 mins trading, always suddenly dome out with big volume placed at the sell side, to block. Force investor to sell. Think about that.

Stock

2020-09-13 16:44 | Report Abuse

Malaysia 'National Team' all here - EPF, Lembaga Tabung Haji, KWP & etc

Others including - Great Eastern Fund, Maybank Smallcap, Citi Bank Fund & etc

Stock

2020-09-13 16:41 | Report Abuse

Just went thru the Annual Report again on their Top 30 Shareholders:

1. UOB KAY HIAN NOMINEES (ASING) SDN BHD
EXEMPT AN FOR UOB KAY HIAN PTE LTD (A/C CLIENTS)
190,962,541 17.80%
2 UOBM NOMINEES (TEMPATAN) SDN BHD
LAMBANG OPTIMA SDN BHD
124,662,718 11.62%
3 PERMODALAN DARUL TA’ZIM SDN BHD 112,920,000 10.52%
4 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN MOHAMAD
(MGN-HAM0007M)
72,807,000 6.79%
5 HAMDAN (L) FOUNDATION 58,939,749 5.49%
6 RHB NOMINEES (TEMPATAN) SDN BHD
OSK CAPITAL SDN BHD FOR HAMDAN MOHAMAD
53,371,558 4.97%
7 LEMBAGA TABUNG HAJI 53,067,300 4.95%
8 MIDF AMANAH INVESTMENT NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN (L) FOUNDATION
(MGN-HAM0007M)
50,400,000 4.70%
9 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MTRUSTEE BERHAD FOR PRINCIPAL DALI EQUITY GROWTH FUND
(UT-CIMB-DALI) (419455)
37,754,420 3.52%
10 YPJ CORPORATION SDN BHD 24,049,959 2.24%
11 CITIGROUP NOMINEES (ASING) SDN BHD
EXEMPT AN FOR CITIBANK NEW YORK (NORGES BANK 14)
20,866,000 1.94%
12 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (DR)
20,611,560 1.92%
13 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD
18,944,700 1.77%
14 MAYBANK NOMINEES (TEMPATAN) SDN BHD
NATIONAL TRUST FUND (IFM MAYBANK)
16,838,800 1.57%
15 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CIMB PRIN)
16,614,220 1.55%
16 MIDF AMANAH INVESTMENT NOMINEES (ASING) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR HAMDAN INC. (LABUAN) PTE LTD
(MGN-HAM0007M)
14,400,000 1.34%
17 HSBC NOMINEES (TEMPATAN) SDN BHD
HSBC (M) TRUSTEE BHD FOR PRINCIPAL DALI OPPORTUNITIES FUND
9,086,880 0.85%
18 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (PRINCIPAL EQITS)
7,785,280 0.73%
19 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
UNIVERSAL TRUSTEE (MALAYSIA) BERHAD FOR PRINCIPAL DALI EQUITY
FUND
7,112,600 0.66%
20 AMANAHRAYA TRUSTEES BERHAD
AC PRINCIPAL DALI ASIA PACIFIC EQUITY GROWTH FUND
6,860,000 0.64%
21 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD
PRINCIPAL ISLAMIC ASSET MANAGEMENT SDN BHD FOR LEMBAGA
TABUNG HAJI
5,000,000 0.47%
22 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (CPIAM EQ)
4,695,000 0.44%
23 CHE KHALIB BIN MOHAMAD NOH 4,632,000 0.43%
24 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LGF)
3,661,040 0.34%
25 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (CRST SM ESG)
3,500,000 0.33%
26 CIMB GROUP NOMINEES (TEMPATAN) SDN BHD
CIMB COMMERCE TRUSTEE BERHAD FOR MAYBANK MALAYSIA
SMALLCAP FUND
3,338,460 0.31%
27 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN LIFE ASSURANCE (MALAYSIA) BERHAD (LPF)
3,271,680 0.30%
28 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR BANK JULIAS BAER & CO. LTD (SINGAPORE BCH)
3,179,835 0.30%
29 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
GREAT EASTERN TAKAFUL BERHAD (MEKAR)
3,014,460 0.28%
30 CIMSEC NOMINEES (TEMPATAN) SDN BHD
EXEMPT AN FOR CIMB TRUSTEE BERHAD (TR1032)
3,000,000 0.28%

Stock
Stock

2020-09-13 11:20 | Report Abuse

From technical point of view, the share price already reach the strongest support area, which 0.82-0.85

Stock

2020-09-11 16:19 | Report Abuse

Remember next week 17th Sept is the Ex-Date for the Share Dividend. Cheers

Stock

2020-09-11 14:25 | Report Abuse

Ranhill now share price almost at the same area during the March - Covid/MCO time

Stock

2020-09-05 20:52 | Report Abuse

Hahaha, maybe that is the purpose behind

Stock

2020-09-05 14:20 | Report Abuse

Hahahaha, better than nothing lah. Help each other.

Stock

2020-09-04 10:47 | Report Abuse

River Pollution very depends on the location of the river and also the illegal factories that surrounding.

So far, Ranhill is the most efficient water solution provider in Malaysia and region.

Stock

2020-08-27 14:10 | Report Abuse

share dividend is good when the company is making profit, and it wont dilute the EPS cause no issue new shares, which is from the treasury shares, good for existing investor. If you scared u got odd lot, then u need to adjust your portfolio, either sell or buy the quantity needed, in order when u get the bonus shares wont get odd lots. It is very depends on you are a shorterm or long term investor, nothing good or bad.

Stock

2020-08-27 11:06 | Report Abuse

this is just the share dividend, yet the cash dividend, if you are a long term investor, then you might get both

Stock

2020-08-26 23:33 | Report Abuse

thats the reason why ranhill share bought back all the time

Stock

2020-08-26 18:40 | Report Abuse

QR just out today

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3081736

'The Group has executed an MOU and a Consortium Agreement with Maynilad Water
Services, Inc., Metropac Water Investments Corporation, PT Varsha Zamindo Lestari and
Perusahaan Perseroan PT Pembangunan Perumahan TBK to cooperate to conduct feasibility
studies and thereafter and participate in bidding process to develop drinking water system
from Jatiluhur dam and to distribute drinking water into 5 areas in DKI Jakarta. A ‘letter to
proceed’ has been received by the Ministry of Public Works and Public Housing of the
Republic of Indonesia which authorised the feasibility studies to be conducted exclusively.'

This is something that catch my eye balls, especially the last sentence 'conducted exclusively'

Stock

2020-08-22 23:11 | Report Abuse

ranhill share buyback 680,000 again on last friday