Jeffreyteck

Jeffreyteck | Joined since 2016-11-26

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2018-03-23 08:00 | Report Abuse

Afterall it is a misleading index. Previously Emas index is more reflective but that is non performing and contradic to the interested party KPI.

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2018-03-23 07:51 | Report Abuse

Est TP 50, lower Q~Q profit despite higher revenue, lower NTA amid additional new issues, intense competition, and poor market sentiment. Afraid it may register a loss in the near future if nothing has been done.

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2018-03-22 17:23 | Report Abuse

If in China, most probably some already arrested. Their laws are quite stringent, not just on the company and management, but also on intermediaries such as auditors. Overe here, inaction is the action, most probably.

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2018-03-22 17:19 | Report Abuse

If can fluctuate between 0.39~0.42 is good enough.

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2018-03-22 12:09 | Report Abuse

Revised personal TP to around 0.30 amid endless disposal by key holder, increasing borrowings, rising receivables without rationale and does not provide aging schedule, dim business prospects, uncertain and pro long court case etc. Good luck for all as speculative play and election theme may support a higher price.

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2018-03-22 08:46 | Report Abuse

Bank Negara: Retailers can't impose surcharges for payments using debit cards
https://www.thestar.com.my/business/business-news/2018/03/21/bank-negara-retailers-cant-impose-surcharges-for-payments-using-debit-cards/
Does it mean that AirAsia and AAX are now not allowed to impose the very high transaction processing charge? All these charges go to AirAsia or AAX pockets or crony company pocket?

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2018-03-21 20:32 | Report Abuse

KUALA LUMPUR (March 21): Retailers are not permitted to impose a surcharge on debit or credit card payments, Malaysia's central bank said on Wednesday, urging consumers who encounter merchants that do so to lodge a complaint with their respective banks or payment card issuers.
Why AirAsia is allowed to charge such a high payment charges?

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2018-03-21 14:15 | Report Abuse

Believe the most profitable income derived by AirAsia is the very high transaction charges imposed on both credit card and debit card holders, but don't know whether the $ income is belonged to AAX or Airasia, or crony? Those day regulator said don't pay to merchant fees when using cards but it has been ignored now. If today all supermarkets or retailers also imposing charges on cardholders, what will be the situations?

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2018-03-21 09:20 | Report Abuse

Looking at AMMB and HLB etc TP in this website, is amusing. Price plummeted from 80 to current level, what is the real story behind other then dumping by EPF? Is it high probability of losing court case? Losing major contracts? One time written off of useless assets as like many did that? Latest Q~Q comparison:
~ lower revenue of 29 million but receivables increased by 16 million and higher inventories level of 69 million
~ loans increased by app. 10 million
Is it a value buy now? May be for speculation only.

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2018-03-20 16:29 | Report Abuse

Finally below NTA. Sasbadi vs PPG, both dim prospects, court case remains unknown to minority. Management and analysts suddenly become silent.

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2018-03-20 11:25 | Report Abuse

New management... first thing first, getting higher remuneration. Getting closer to TP 75.

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2018-03-19 17:29 | Report Abuse

Analsts zipped their mouth now.

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2018-03-19 17:28 | Report Abuse

Sound like many stages to go and don't expect returns for minority, no wonder dropping trend.

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2018-03-19 16:49 | Report Abuse

Is better for Ytl power to return $ to minority if it has excess cash and let the shareholders to diversify into other sectors such as hotel if they want to. Looking at its stock price, many will cry. Good luck.

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2018-03-19 16:38 | Report Abuse

Had our regulators done their respectively roles and functions effectively? What actions had they taken so far? Anyone of the company directors and management being found guilty and what are the fine, if any. Good management case study to understand the failure of market and authorities, if any.

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2018-03-19 16:09 | Report Abuse

Not right issues but private placement, believe institutional investors are not so hadap in view of its business profile, higher debt and poor management. Anyway, may be good for speculation as its price is quite low now.

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2018-03-19 16:06 | Report Abuse

Soon will be equivalent to its NTA.

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2018-03-19 11:24 | Report Abuse

EPF is on disposal mode while Low is on acquisition mode? Really no idea what happened. Anyway, when it was at 80, I commented no go for this stock in view of potential lower EPS after bonus issues. Now is almost halved. Will relook.... good luck everyone.

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2018-03-09 09:45 | Report Abuse

Once a stock is no longer be included in certain index, first thing first is to dispose it ASAP as fund managers normally have to sell it within certain duration to comply with their investment guidelines. Hopefully the selling off is game over but performance and service level are the challenges now.

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2018-03-08 10:23 | Report Abuse

neuwook...unfortunately no one could judge the fair price correctly as market uncertainty is always there, the TP may become the truth if broad market correction happened in US. Monopoly is a double edge sword and is not a certain advantage. Early last year people goreng for its gold, now cement. Anyway that is my view only, wish all good luck in the market. I exited at 12 early last year but incurred losses in other counters as a small and conservative investors.

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2018-03-08 10:10 | Report Abuse

5 years ago Parkson was traded above 5, people already told me its potential is in China. If you have been there, you will feel the real sentiments, in particular after the Chinese government strengthened its anti corruption. The same go to Parkson in Danang if you happened to be there. On a broad basis, which Lion companies is doing well? I wish I am wrong so that the holderd can be rewarded, but just monitor closely.

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2018-03-08 09:33 | Report Abuse

Used to trust it but afraid it is like Malaysia AE few years back which has high NTA + dividends but became insolvent few months after dividends declarations. Of course I hope it will not happen on falling bridge as it is a shame of regulators and auditors.

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2018-03-08 09:29 | Report Abuse

From above 1.40 early last year till this level, I can feel the heat. Hopefully the management is trust worthy.

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2018-03-08 09:23 | Report Abuse

TP 65 by year end amid broad market correction and collection.

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2018-03-08 09:21 | Report Abuse

Royal Commission... history tells us don't expect too much, prolong dragging without impact. Good luck everyone.

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2018-03-07 21:24 | Report Abuse

If confident on recourse action, may not need to make provision for impairment. Of course as a minority, I also wish it could succeed...
“Excluding the provision for impairment of balance sales proceeds from the sale of Berjaya (China) Great Mall Co Ltd (GMOC) project amounting to RM155mil, the group would have reported a pre-tax profit for the current quarter under review of RM59.18mil,” it said in a filing with Bursa Malaysia.
Read more at https://www.thestar.com.my/business/business-news/2017/12/20/berjaya-land-made-a-loss--in-q3/#DQRTklI4PLJOwlCQ.99

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2018-03-07 18:41 | Report Abuse

@Jusloh...Just go to bursa website looks for this company announcement.

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2018-03-07 18:38 | Report Abuse

Luckily disposed off few months ago around 70~80 together with the free warrants given many years ago. Unless speculative play, it is difficult to survive in this intense market and in view of its current poor performance with higher debts. Very high borrowing compared to Hup Seng and Appolo which almost no borrowings, and poorly managed firm and strategies as well as the management. Anyway, good luck for all as market is always difficult to predict, you may have better luck.

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2018-03-07 18:29 | Report Abuse

Since someone suggested 0.15, sabar first, would like to see that level as a punishment to the management. Nonetheless they will still enjoy their high remunerations and continue to talk strategically to goreng. Who bother? Good luck.

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2018-03-07 15:13 | Report Abuse

Finally begins to fell as it doesn't justify and management has been over promised years ago.

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2018-03-07 12:30 | Report Abuse

Bought on high DY, luckily sold all at 1 and 0.9 after hold it for one year, incurred some losses. Lose fate: 1. Old BOD, don't expect new ideas. 2. Recent performance tell the truth. 3. Products may not be competitive now, especially if it is not protected by any unknown rules. 4. Inefficient market for its shares where spread between buyer and seller price is too wide. Anyway, may be good for speculation. Good luck.

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2018-03-07 12:10 | Report Abuse

B.Land disposed assets in China with profit but turned out bad debt written off if I m not mistaken.

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2018-03-07 08:52 | Report Abuse

Victory Ltd is disposing some shares while Borneo is buying its shares, no idea what show they are trying to play. Good luck.

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2018-03-07 08:25 | Report Abuse

What is the criteria for a solid stocks? If follow Warren, this is certainly a no go, at best for speculation only. Looks like it takes some times for the private placement to materialise as it doesn't perform well, unacceptable net profit margin, no idea where the revenue went to? Good luck and pray for speculative play only for higher price but certainly not based on its fundamentals and management.

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2018-03-07 08:19 | Report Abuse

Both EPS and profit hit max in Jun 2016, now it hit the lowest in Dec 2017. A mild drop is acceptable but it dropped quite substantially. Unless the worse is over (only insider know as there is no any indication from management), still maintain no go till TP75.

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2018-03-07 08:11 | Report Abuse

Disposed Chinese firm, hopefully not ended up like B.Land where proceeds turned to bad debt and written off. Anyway, the above proceeds will be for operation purposes to fill management pocket expenses, I guess.

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2018-03-05 18:52 | Report Abuse

Sounds like have to revise further to below 75, that is more than 50% discount from early last year. Sabar.... based on own experience, when there is so call external talents jumped in, first thing first is they will engage consultants instead of those talents work it out (hopefully is not for this Pro) which will drive up the management expenses. Perhaps the company should disclose the value add provided by these talents.

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2018-03-05 18:42 | Report Abuse

Sick lazy cat is difficult to turnaround. Quite a good logo but poorly managed and lack of good business strategies, couple with visionless management. Sad to be on board for many many years.

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2018-03-05 18:38 | Report Abuse

From above 12 early last year to current level, looks attractive now.

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2018-03-05 18:35 | Report Abuse

Locally listed Chinese firms, no exception for failure as most probably their intentions is not business but exit plan. Their revenue trend will tell the truth, don't even talk about profit. Best for speculation because of low price. Good luck.

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2018-03-05 16:55 | Report Abuse

@ethan... if you read its financial reports, you will find higher remuneration for chief despite lower profit or higher losses. Of course this is not uncommon in this country. As a staff, management always stress their KPIs, unfortunately it doesn't work for listed companies management and BOD as regulators just close their eyes.

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2018-03-02 16:19 | Report Abuse

If you can recall the quarterly results releases when it was traded around 1.40 last year, luckily I never trust that type of news messaging which tell the good story when results is below many's expectations and sold all on the same day. Anyway, they may able to deliver one day. TP 0.75 in view of all negative comments and down graded by investment banks.

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2018-03-02 11:33 | Report Abuse

Quite well supported at around 0.20 but will only reconsider at TP 0.16. Good luck.

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2018-03-02 11:29 | Report Abuse

AmInvest down graded from buy to hold. Only at this juncture, very poor analysts.

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2018-03-02 08:50 | Report Abuse

Now it is only a best for speculation stock as most of us see no future, at least in the short term. TP 0.75. Good luck.

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2018-03-01 18:58 | Report Abuse

Next low 0.75 after all the negative facts.

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2018-03-01 12:54 | Report Abuse

...The low-cost carrier said on Thursday it expects to recognise a gain on sale of about RM967.1mil, which analysts were expecting to return to shareholders in the form of dividends.
Read more at https://www.thestar.com.my/business/business-news/2018/03/01/airasia-sees-net-gains-of-rm967m-from-sale-of-aircraft-leasing-ops/#v4SBTf2ZCffQwM1y.99
Does it mean buyer will incur a loss of 967 million then? Only they themselves know the exact situation.

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2018-03-01 09:22 | Report Abuse

Believe it will take a while to stabilise.

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2018-03-01 09:16 | Report Abuse

Whoever experts hired, it will take times to turn around but immediate impact is higher payroll for experts or high high profile figures. Will consider if TP 0.75.

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2018-02-28 09:36 | Report Abuse

Every one dollar revenue incurred 3 dollars loss? Rev 586m, loss 1133m. NTA reduced to 0.3895 from 1.0444...