Banning on construction of coal power plants in the coming future will not have any effect on Jaks IPP in Vietnam which has been completed and already in commercial operation.
The PPA contract between the IPP and the Vietnam utility for 25 years will not be altered at least without the consent of both parties. Anyhow the IPP will get most of its payment from the plant availability and not so much from the power generated from the plant. The cost of producing the power is basically passed through and the IPP may make some money if the plant is efficient and lose money if its efficiency is below expectation.

Nothing much to worry about SCIB compared to SD. Although both counters are being suspended and have connected shareholders, the underlining issues are totally different.
SCIB failed to produced it's annual audited account on time due to unexpected or unplanned change of it's auditor, an reasonable and fair excuse.

Kun Fayakun: what should happen will happen!
Those who understand airline biz especially Air Asia and not losing their heads and have patience will be well rewarded, sooner or later.

Any change of the controlling shareholder can't be a bad news. This counter seems to be much unappreciated and hence undervalued. It's net asset per share alone is 56 sen. Mind you, most of the assets are lands obtained from the land reclamation jobs.

No more government cash injection for Malaysia Airlines. This could likely be a good news for Air Asia as it has one less competitor do deal with.

Yes definitely at current price level KPJ is highly undervalued than is why EPF is accumulating the shares. Privatization would only be a big bonus for EPF!

EPF continued buying up KPJ shares. Is the proposed privatization of KPJ by Johor Corp coming any time soon after completion of taking Damansara Realty private?

EPF which had been disposing KPJ shares most of the time, now turned to buying the shares. KWAP too is accumulating the shares.

"Khairy launches healthcare travel blueprint to boost Malaysia’s medical tourism post pandemic"
KPJ will definitely benefit from such initiative being the largest operator of Malaysian hospitals with a long track records in running hospital and related services in the country. On top KPJ has hospitals in Indonesia, Thailand and Bangladesh.

More relaxation on foreigners entering Malaysia from November 1, 2021. Sooner or later most restrictions to enter or leave the country would likely be removed as the world is opening up. This will definitely good for air lines especially those that catering to holiday and leisure travels.
Just like what happen to crude oil and other fuels that surge once demand increases while supply had been curtailed during the pandemic. Who can predict crude oil will jump to current high
levels where as it was trading below zero in the spring of 2020.

A principle officer of SCIB bought both shares and warrants yesterday at 29 sen and 10.5 sen respectively. Nothing to worry at all as there is nothing wrong with the company account per se but delay in submitting the annual audited financial account due to change of auditor.
Just need to keep our mind clear and not losing our heads. OK just let others losing theirs' !

If the tranche 4 of PP shares were successfully subscribed at 43 sen but later the company choose to return the money, then it indicates that there is nothing wrong with the company financials. The issue is only the delay in producing audited account. The delay is fully expected due to change of auditor otherwise no body will buy the shares in the 4 tranches of PP.
The previous trances of PP were quite recently completed too with prices varying from 38.39 sen to 58.23 sen compared to the aborted tranche 4 at 43 sen.
If these recent issues of shares via PP are successful it indicates nothing wrong with SCIB, unlike SD which have totally different issues with accounting. Mind you these people who had subscribed to these PP are not ordinary bilis. They are normally well informed and have done thorough due diligence prior to putting their money.

SCIB is totally a different entity from Serba and has separate and different biz area. Serba has its own accounting issue, not related to SCIB. Need to keep our heads clear otherwise we will succumb to irrational emotions.

At current price level may be a good opportunity to buy. After all the insider Director had been buying very recently albeit in small quantities.

Another tranche of Private Placement price was fixed at 95 sen. Private placement is unfair to other shareholders as they are not given the opportunity to subscribe to cheap discounted shares. For the connected few that get chance to subscribe these cheap shares can make easy gains very quickly without risk.

The external auditor for Tanco has expressed an opinion that the company may not be able to continue its business as the company had suffered in the last two years of consecutive losses and negative cashflows in addition to having its current liabilities exceeds current assets.
Another unfortunate news for Tanco in addition to controversial issues regarding the proposed land reclamation job in Melaka. A real double whammy !

At the current prices, KPJ is very much undervalued. So nothing to worry about KPJ with or without privatization!

Johor Corp is now in the process of acquiring shares to privatise Damansara Bhd. Is the offer to take KPJ private is comping any time soon? Johor Corp has already declared its intention to take KPJ private just before Covid 19 pandemic.
KPJ owns and operates a very large and strategic set of assets i.e. hospitals.

What an unfortunate turn of event for Tanco which has just been awarded the contract to reclaim approximately 120 acres at Mukim Tanjung Kling, Daerah Melaka Tengah, Melaka. Now the state government has been dissolved and general state election will determine the next state government in Melaka.
What would be the implications on the proposed project especially the issue related to the reclamation has become controversial.

@perx135305, you are absolutely spot on, on the level of thinking and interpretation of data !

Just as I was expecting for some time ago! Well done to those who understand the airline biz and its temporary impacts by Covid 19 pandemic and not losing their heads while some lost theirs'!

Taking listed companies private is nothing new or unusual for Johor Corp. In fact Johor Corp had been very active in taking its listed subsidiaries or companies private. In 2011 it had taken both QSR and KFC private and later on Kulim in 2015.
The market believes that when Johor Corp has mentioned its intention to take KPJ private it was done with real serious intention as now it is the best time to do it. The share price of KPJ was depressed until very recently due to its poor current financial performance thanks to Covid 19 pandemic.

@Thinkcarefully, it may not be true that does not own any hospital. In the latest financial statements KPJ did own free hold lands and buildings amount to RM 260.714 m and RM 1,528.257 m. respectively where as the total value of all hospitals under lease by KPJ was only amount to RM 1,051.172 m. In addition KPJ also owned RM 337.748 m. of investment properties.

Taking private or not is not an issue directly concern the company but it is something that solely within the rights and purview of the company shareholders only. The company job is to run and operate the biz as usual and therefore it will only have knowledge about say taking the company private after it has received notice from the shareholder that intend to take the company private via whatever means.

Just keep your head while others are losing theirs'.......
You will do well !

Finally now AA has good things coming in its favor. Those who understand AA business and willing to wait will certainly be very well rewarded.

Nothing to worry, keep cool and be patient

humbleisland: I am in line with your thinking and argument. Air Asia has lost large amount of money in putting fuel hedges earlier.

Air Asia will likely make a very good gain this year as the fuel prices has shot up, assuming Air Asia has continued its fuel hedging strategy as it normally did in the previous years.

It was never the intention of Johor Corp to sell KPJ to TPG but to keep KPJ under its control, may be in partnership with TPG. After all Johor Corp now only owns less than 36%, so saying that KPJ must be owned wholly by a bumiputra mandated company is not quite true. The only possibility Johor Corp can not sell what it owns now, less than 36%, to nonbumiputra entity. Privatization can still carry on.

Yes definitely better than putting money in bank deposits.

EPF had been buying this counter steady for some time already

Taking private or not is not really important as KPJ is still much unappreciated and undervalued at current prices although Johor Corp the controlling shareholder has indicated that it is considering taking KPJ private before Covid 19 appeared. KPJ owned and operated the largest no of hospitals in Malaysia and also operates hospitals in Thailand, Indonesia and Bangladesh. It also involves in medical training college and retirement homes in Australia.

@mni. You are right about Cypark gearing/debts and its cash flows at the present time. Cypark is putting a lot of capital to mainly green and environmental related projects which need big capital and take some time to develop. However when these projects are completed and operated, these projects will bring in ample and robust cash flows and lucrative profits as these projects are backed by long term purchase agreements for example with TNB in the case for power projects for normally a duration of 21 years. On top Cypark in still in the growth stage with more projects expected to come and this continue to need more capital funding.
However later on, Cypark will be reaping huge amount of robust cash flows and good profits. This counter is not for some one to expect quick speculative profit but for serious investors who understand Cypark business and its business models. Not surprising if you look at the shareholding structure to find that Cypark is virtually being owned by the insiders (Management and Directors) and institutions.

Now a group of buyers collecting any offer at 195 or below.

This MMC deal is a win-win for both the Offeror and the minority shareholders many of whom been suffering due to very depressed price for long time. Now this SCR provide good opportunity to exit, probably with some gains as well.

@Benhoben, you are absolutely right on many others talking about and doing so many MOUs but nothing materialized at the end.

Let us move on to other counters. There are many highly misunderstood and thus undervalued.

And those who simply believe such amours need to be examined!

Best just look at official stock prices ! After all we do all our transactions purely based on price, not based on other things.

No real need to know official result lah!

Any how Fortune Favours the Braves !

Official result has to be carefully scrutinized and properly audited especially in this case of some one taking an important and strategic company private. Some parties may even try to contest the validity of the whole thing. I am not suggesting in any way this is happening here.

Now the country is opening up, time to go for well deserved travels and funs. Thank you the Offeror and the minority share holders.

Very happy making some quick intraday gains.

Well done and well deserved to those who were rational and not listening to rumors and illogical arguments etc. Easy gains to them all.

If fails, the Offeror can now collect cheaper shares below offer price ! Big loss to minority shareholders.

Attend the meeting just to collect door gifts and quarreling with directors why no food to tapau ?

Companies should stop giving gifts as it attract wrong crowds, should instead give good dividends to attract wright people or investors

@Johnzhang. Most of attendees at AGMs or EGMs were for door gifts and foods ! Some companies make the mistakes giving gifts or food attracting the wrong crowds hustling into these meetings. Many bringing in all sorts of people as proxies to get maximum no of gifts!