Kensington

Kensington | Joined since 2016-06-04

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Stock

2020-08-15 18:32 | Report Abuse

My opinion is that the 2QR result is commendable considering the shutdown of sales and services in the entire month of April during MCO. It was only on 4 May onward that the business picked up fast during the Conditional MCO. I hope the next quarter will show some improvement going forward. However, there might be some uncertainties in the final quarter as the unemployment figures will be out and the moratorium on the bank loan over by 30 September. The business model I think is suited to a post pandemic new normal i.e. WFH.

Stock

2020-08-05 15:53 | Report Abuse

The Co was featured in an article in this week's The Edge Malaysia where the CEO said that the Co's share price of RM2.31 was still trading at an undemanding historical P/E ratio of 12x with group net cash of RM81.1 m as at 31/03/2020.
In his concluding remarks he said "Not many new players can come to grab our market share as you need certain scale and efficiency to be profitable in our business".

Stock

2020-07-29 18:23 | Report Abuse

This company's DRP is attractively priced @ RM1.48, better than the current XD price of RM1.58.

Stock

2020-06-24 16:28 | Report Abuse

A write-up dated 6 June,2020 I would like to share with you on 5 reasons that you should know before investing in Heineken: https://stockinsights.com/is-heineken-malaysia-attractive-right-now/

Stock

2020-05-14 16:03 | Report Abuse

There is strong support of this counter at 1.15 this afternoon. Hope there will be a good follow-through tomorrow.

Stock

2020-03-16 12:31 | Report Abuse

Looks like the Co will call off the DRP exercise if the share price continues to trade below 1.54 as shareholders will of course opt for the cash dividend of 4.5 sen.

Stock

2020-03-12 15:03 | Report Abuse

Sold the remaining shares @RM20+ in August 2018 hoping to buy back at lower prices; however the price never looked back and went up all the way to RM39+ until the recent political turmoil.

In fact I switched from Carlsberg to Heneiken, but on looking back it was not such a smart move.

I hope to pick up some shares if the price bottoms out closer to RM21.

Stock

2020-02-21 15:57 | Report Abuse

Share price is holding up well pending announcement of annual report for FY2019 on next Monday, 24/02/2020 . I anticipate a final dividend of 20sen and a special dividend lower than 90sen compared to last FY2018 in line with a lower profit in FY2019.

Stock

2020-02-21 15:12 | Report Abuse

According to today's The Star the Co intends to expedite the distribution of RM177mil allocated as special dividend to the shareholders pending the Board's decision on the entitlement basis and date of distribution.
I think it's timely to load up at the current price. Good luck!

Stock

2020-02-07 17:00 | Report Abuse

Looks like there is institutional buying @1.72 near the close of trading. Up 4 sen.

Stock

2019-11-27 16:51 | Report Abuse

Sorry, typo error. Should be 7 Feb 2020.

Stock

2019-11-27 16:50 | Report Abuse

There's a lot of uncertainty in the share price and volume transacted until there is more clarity from the Co's announcement on the restricted offer and dividend-in-specie of its REIT units.

I personally prefer to buy IGBB-PA because of the cum dividend of 2.5sen and the automatic redemption and conversion to IGBB by 7 Feb 2019, whereby the converted share will also be entitled to the resticted offer and dividend-in-specie.

Stock

2019-11-27 16:38 | Report Abuse

Yesterday's price made a spurt to end at 2.01 was a good dry run for the year end window dressing.

Stock

2019-11-15 15:14 | Report Abuse

I'm waiting for the day HEIM's market cap (7.981 b) will overtake that of Carlsberg (8.683 b). Any time soon?

Stock

2019-11-14 14:57 | Report Abuse

The share price has not been performing lately as it has retreated to 2.21 from a peak of 2.78 on July 9. This could be attributed to a delay in the pricing approvals for the Mazda CX5 Turbo and CX8. This evidenced from a number of Mazda cars lying idle in the Inokom plant in Kulim Kedah. The management expects the issue to be resolved soon.
Source: The Edge Malaysia Nov 11 --17, 2019

Stock

2019-10-08 15:24 | Report Abuse

Thanks Kris for the clarification. If that's the case holding on to the ICULS until maturity is not such a good deal after all.

Stock

2019-10-08 13:37 | Report Abuse

@Kris, if I'm a dissenting ICULS holder who opts to hold on to the shares until expiry on 29/10/21, will I be paid a full redemption sum of RM500/1000 shares {besides the annual interest) based on its nominal value of 50sen/share? If the answer is yes, then it's worth holding for the next 2 years.

Stock

2019-09-24 16:50 | Report Abuse

EPF is the gallant knight to the rescue of the Dutch lady in distress. Bravo!

Stock

2019-07-11 16:30 | Report Abuse

Wow, WB has moved up 15% while mother share 1.4% only.

Stock

2019-06-26 19:27 | Report Abuse

Its 4th quarter result is just horrendous, aggravated by among others poor palm oil and palm kernel prices. A reduced final dividend of 6 sen is proposed by Co.

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2019-06-26 09:58 | Report Abuse

The Co has sold 2.78 m of its treasury shares in the open market at prices from 5.00 - 5.05, leaving 1.36 m treasury shares in custody.

Stock

2019-06-22 22:51 | Report Abuse

Let us make this clear from the Edge Markets article mentioned above - the co is disputing the claims of SLEC and rigorously defending its position in the winding-up petition which is fixed for hearing on this 13 and 14 August. Just wait for the co's announcement to Bursa on further development of this case.

Stock

2019-06-10 17:44 | Report Abuse

Amidst the trade war and the current market downtrend, APM is quite optimistic in going ahead with its five-year expansion plan which will yield positive results as a whole moving forward.
This is despite reporting lower profits in its first quarter ending March 2019. {Source: The Star Bizweek 25 May 2019}

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2019-04-12 09:33 | Report Abuse

The share price had decisively breached RM10 last Tuesday i.e. about 2 weeks ahead of its 3rd qtr announcement of results and interim dividend.

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2019-04-11 14:38 | Report Abuse

I believe Orient is taking a short breather before continuing its ascent.

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2019-04-09 09:33 | Report Abuse

Atrium had placed out 10.98m units to the Hong Leong Assurance Group making the latter substantial unitholder of 7.51% of the REIT.

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2019-03-08 19:23 | Report Abuse

1st interim income payment of 1.4 sen announced for 1.1.19 to 28.2.19, ahead of private placement of units, I believe. Equivalent to 2.1 sen per quarter of FY2019.

Stock

2019-02-26 14:49 | Report Abuse

KIP REIT had since yesterday breached the 200 day exp moving average and is now moving on an upward trend. Keep it up, KIP!

Stock

2018-11-27 16:52 | Report Abuse

Bursa Malaysia announced that Intra Day Short Selling (IDSS) activities which have been suspended today will be enabled w.e.f. 8.30 am, 28 Nov 2018. I'm apprehensive that the share price might be further weakened with the market manipulators shorting the stock tomorrow.

Stock

2018-11-25 09:07 | Report Abuse

singh1, to arrive at the above conclusion, have you taken into consideration of any capital changes between 2012 and 2016, i.e. BI, RI and share consolidation? That might give us a more accurate picture. Thanks.

Stock

2018-11-15 15:17 | Report Abuse

Everyone in this forum seems to be bullish on this counter. Let's wait for the moment of truth from the coming Q3 results which is expected to be announced in a week's time. Finger crossed.

Stock

2018-11-12 17:43 | Report Abuse

Despite lower CPO and PK prices, the company's earnings are still respectable as seen in the Q3 results released today. An interim dividend 20sen and special dividend 10sen have been declared and payable on 12 December.

Stock

2018-11-09 09:40 | Report Abuse

I think GenM will not simply throw in the towel and allow its share to languish in the present price territory. Give the BOD a chance to mitigate the impact of the tax increases w.e.f. Jan 1, 2019 by reviewing its marketing expenditure and cost structure. Just be patient.

Stock

2018-09-19 19:03 | Report Abuse

Bursa announced today of an acquisition of shares via open market by an executive director who is also a recipient of a proposed specific allocation of Awards offered by the Co. I hope this will instill some confidence in the market despite weakening of share price.

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2018-08-10 15:50 | Report Abuse

Co's 2Q result will be announced in just 2 weeks' time. I don't know what is in store for the shareholders but one director keeps on buying, buying. Hope to see an improved 1H earnings.

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2018-06-07 14:31 | Report Abuse

The share price has been resilient despite the turbulence after the general elections. I am looking forward to an announcement of an improved 4th quarter FY018 together with a final and special dividend.

Stock

2018-05-05 10:03 | Report Abuse

I have tried to explain to BOD of another company ("Harrisons")about the benefit of half-yearly dividend (although not as detailed given here), i.e. the retired shareholders can rely on a consistent passive income throughout the year - this is especially so if payout dates are close to festivals which are many in our country. Furthermore, if you intend to dispose some of your shareholding you would have at least received the last/latest quarterly dividend.

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2018-04-17 10:38 | Report Abuse

A good write-up on the Co by the Fifth Person: "10 things to know about UP before you invest".

Stock

2018-04-03 11:12 | Report Abuse

If you buy at the current price of 2.79 - 2.80/share, you can actually consider foregoing the subscription of DRP shares at 2.80/share (most probably in odd lots) offered to you, and take the dividend instead. Just do a bit of calculation to see which is the better option for you.

Stock

2018-03-21 16:36 | Report Abuse

Based on the monthly production figures, the 4Q of FY2018 is the best quarter so far in terms of FFB harvesting and production of CPO/PK. So I would anticipate a significant improvement in their FY2018 results together with a projected final dividend 9 sen/share (announced ca 29 March), and hope the further announcement of share split and bonus warrant will bring some cheers to our loyal investors.

News & Blogs

2018-03-21 16:33 | Report Abuse

Based on the monthly production figures, the 4Q of FY2018 is the best quarter so far in terms of FFB harvesting and production of CPO/PK. So I would anticipate a significant improvement in their FY2018 results together with a projected final dividend 9 sen/share (announced ca 29 March), and hope the further announcement of share split and bonus warrant will bring some cheers to our loyal investors.

Stock

2018-03-09 10:30 | Report Abuse

Hi Slash, yes you're entitled to the dividend as the share is trading ex-dividend today. I suppose you do not want to hold on to your share and wait until end of April for the announcement of a final dividend before you decide to dispose it.

Stock

2018-03-08 10:47 | Report Abuse

The Co will be announcing its 3Qtr result very soon in the middle of this month. I am anticipating an improved quarter as substantial shareholders are topping up more shares in their accounts.

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2018-03-07 19:57 | Report Abuse

Investors are seeing real value in this counter as a strong dividend counter you can rely on.

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2018-03-06 15:37 | Report Abuse

A timely purchase for an improved 3rd Qt FY 2018 which is expected to be announced in a week's time.

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2018-03-02 10:08 | Report Abuse

The substantial shareholders have acquired substantial amount of shares on 27/2 by way of allotment of the recent bonus issue, not from open market.

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2018-02-22 10:54 | Report Abuse

At the current price of 1.09, Atrium is undervalued as it is selling at a discount of 26% below its NAB of 1.48. The managers are seen to be overly cautious and unlike Axis REIT (more on the logistics warehouse segment now) which is very aggressive in acquiring new properties. Until they become more proactive the share price will always be valued below its NAB. I hope shareholders will bring this up with the BOD in the forthcoming AGM.

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2018-02-14 19:26 | Report Abuse

According to the Co's announcement the final dividend is 50 sen payable on 6 June 2018. The 49 sen stated in the Table is probably a typo error.

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2018-02-09 13:20 | Report Abuse

A bell-weather stock in Bursa - still holding up very well during turbulent times like this. Since no share premium account don't expect bonus anytime now. If continue to give 25 sen final dividend would be good enough.

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2018-01-17 16:34 | Report Abuse

For the last 4 trading sessions it was hey-day for the manipulators to depress the share price. Investors who have run out of ammunition to average down, just hold tight to this counter for a timely rebound.