Moratorium

Moratorium | Joined since 2019-05-20

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1 month ago | Report Abuse

Hi Mr. Tan,

I am #15 in 2021 and #14 in 2022. My stock pick for FY2023 is:
1. KPS (15%)
2. MNRB (10%)
3. AZRB (10%)
4. CMSB (10%)
5. MBSB (10%)
6. MUHIBAH (10%)
7. BSTEAD (10%)
8. MALAKOFF (5%)
9. MYEG (10%)
10. MAGNUM (10%)

Basically my portfolio is almost similar to last year with some minor tweaks, being more diversified and with the addition of MYEG and MAGNUM. Not aiming high but hoping for consistency and in maintaining the top 20 spots.

Thank you and a Happy New Year 2023 to you!!

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2022-07-12 10:58 | Report Abuse

I say "Buy", once Sprint is disposed I'm expecting another bumper dividend from KPS, hopefully in the range of 8-10 sen. You can continue saying all the bad things you want about this company, but nope, I'm not selling...

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2022-07-04 16:19 | Report Abuse

At what price will this MBO be?

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2022-04-04 16:46 | Report Abuse

Tomorrow will open back for trading? Hopefully can see some action tomorrow...

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2022-04-04 09:43 | Report Abuse

Yeah, more dividends on the way...

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2022-03-30 12:19 | Report Abuse

Dividend again? Need to wait another 3 months but TQ TQ

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2022-03-01 09:54 | Report Abuse

Lousy result, lousy dividend. The loss due to IT issue

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2022-01-06 08:54 | Report Abuse

Haha, maybe only those who bought above 10 is crying...

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2022-01-06 08:36 | Report Abuse

Yeah Panorama1, my average cost is slightly above 5.
If Harta can consistently give 10cents dividend every quarter then it around ~8% dividend yield. Anything more than consider bonus :-) and so far, it's giving more than that...

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2022-01-05 10:53 | Report Abuse

Aiyoh, regret didn't top-up more yesterday.

Anyway, a bit sad also with so the increasing number of cases and new variants.
Everybody please take care...

News & Blogs

2021-12-31 16:51 | Report Abuse

Dear Mr Tan,

My pick for FY2022:
1. KPS 15%
2. MNRB 15%
3. AZRB 10%
4. CMSB 10%
5. MBSB 15%
6. MUHIBAH 10%
7. BSTEAD 15%
8. MALAKOFF 10%

Thank you and have a Happy New Year 2022

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2021-12-29 10:48 | Report Abuse

It's not exactly good news. Covid cases worldwide reach a record high of 1.2m cases yesterday.
Good for glove makers but not good for the rest of the world. I have glovvies but I also want the world to recover from this contagion...

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2021-12-17 16:22 | Report Abuse

Now is cheap already. I'm also nibbling up bit by bit...

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2021-11-30 17:51 | Report Abuse

Hmm, Harta up but TG, Supermax and Kossan down. Harta nitrile gloves is #1

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2021-11-27 14:41 | Report Abuse

Thank you and goodbye MMC...

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2021-11-23 16:21 | Report Abuse

Yeah, average down more at RM5

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2021-10-11 09:47 | Report Abuse

CFO just resigned after a short tenure. May not be good news...

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2021-09-28 18:13 | Report Abuse

Nice, if include the incoming dividends, my Harta position is finally positive

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2021-09-28 18:09 | Report Abuse

Don't bash me but wake me up when RM3 comes...
I promise I will support back at that price again then

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2021-09-28 09:16 | Report Abuse

Got off the morning train today at 5.06, I have left very small position here. Good luck all!!

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2021-09-16 12:40 | Report Abuse

Too much hassle and no time for this. I just use a nominees account

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2021-09-14 09:39 | Report Abuse

No movement here... Buyer don't want to buy, Seller don't want to sell. Think it's going to be quiet for some time

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2021-09-03 22:57 | Report Abuse

Hmm, why haven't release quarterly report?

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2021-08-30 10:47 | Report Abuse

I have taken profit. Still have some remaining, waiting for RM5

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2021-08-28 14:27 | Report Abuse

Bagi satu "Like" sama u!!

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2021-08-27 23:01 | Report Abuse

Najib Zamry We focus on DKSH first. This one let it float for a while. The value will come

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2021-08-27 17:25 | Report Abuse

Woo hoo... super undervalued as mentioned. Now is marginally undervalued.
I think I will sell at RM5

Have a good weekend all!!

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2021-08-26 19:57 | Report Abuse

Not just undervalued. Super undervalued...

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2021-08-26 18:31 | Report Abuse

Was queueing earlier to sell@3.40. Going to cancel sell order dy.
Going to keep for more upside...

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2021-08-21 15:25 | Report Abuse

Not bad, not bad... Dividend rate higher than FD rate. Keep and wait for privatisation

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2021-08-19 09:04 | Report Abuse

Looks like GPS holding the key to next PM. More projects going to Sarawak and can guess the benefactor would be this counter...

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2021-08-08 17:41 | Report Abuse

Well, I consider that 3 cents was for last year, unless they announce another interim dividend in Sep for FYE2022

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2021-08-08 15:13 | Report Abuse

Ok lar, my average price is 90 cents, slightly less than 5% DY. Hopefull now can ex-date and payment date asap...

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2021-08-04 11:51 | Report Abuse

MNRB holding steady...

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2021-07-16 14:05 | Report Abuse

Yeah, I also think can reach RM2. EPF not always right.
Their errors for all to see in the Topglove and Serbak investments. Also have many other examples, but these are the latest I can think of. They have their reasons for selling, we have our reasons for buying. No right , no wrong here...

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2021-07-13 17:58 | Report Abuse

Oh, ok. Let's wait and see then

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2021-07-13 14:57 | Report Abuse

Not sure, I was guided by their dividend policy, not sure if that is still in place.

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2021-07-10 12:16 | Report Abuse

Also, their Aquaflow will be selling more chemicals when the plant is up and running. But that could be 5 years down the road

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2021-07-10 12:12 | Report Abuse

I feel that KPS will not get the main rasau wtp project. But with such a huge plant, new pipes will have to be laid to the consumer, there's where smartpipe may come in. Just my 2 cents, don't shoot me if anything goes wrong

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2021-07-10 12:10 | Report Abuse

Pinky The previous fair value hit to Allianz was due to rise of INTEREST RATE, not rise of OPR.

Rise of interest rate may, or may not be due to rise of OPR

Allow me to illustrate

Let's say BNM cuts OPR from 1.75% to 1.50%

HOWEVER, the MARKET may perceive that Malaysian government bonds carries a high risk (be it risk of default or risk of weak forex etc)

Hence, the market will SELL DOWN MGS, causing YIELD to go up

To the above, I agree. And with the latest political turmoil, it will certainly affect Allianz's investments. But overall, I don't have any issue to park my money here or average down if it continues dropping as I believe Allianz is a strong company with proven track record

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2021-07-10 12:07 | Report Abuse

Good choice, just hold tight for the dividend announcement coming in 2-3 months time.
From the good performance last year, I'm thinking should be in the range of 5-6 cents. Anything more is a bonus.

As for capital gain, it will come one fine day...

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2021-07-09 11:04 | Report Abuse

I also managed to get RM1.10...Admit this is not a very clean company but the valuation is too cheap, if the numbers are not cooked

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2021-07-06 17:07 | Report Abuse

Pinky oh Pinky... Value of a bond is inversely related to the interest rate.
When OPR is cut, fair value of existing MGSs will increase and not fall.
Finance 101

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2021-06-26 14:10 | Report Abuse

Beautiful, two rounds of dividend. Bonus share 1:26 and dividend 5 cents coming up...

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2021-06-26 14:01 | Report Abuse

Myongcc5 On a quarterly basis, yes. Once u annualize it, it will show you super undervalue, imho...

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2021-06-24 20:53 | Report Abuse

Yes, agree with John. If u look at the volume sold by PNB and its units, it's not much compared to their total holdings. Also they are only selling around the 140 level. Probably they don't want it to go too high anyways, if they have plans for this company...

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2021-06-23 15:51 | Report Abuse

Support 1.20. Looks like I can transfer my MMC funds to here...

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2021-06-23 10:44 | Report Abuse

If it is, as compared to MMC, very badly kept secret. Insiders all sapu-ing now...