zzzz...its ok...USD strong and getting stronger...PanPage equally so...US boom is good for IT services company as after US domestic market get heated overflow to SEA will come. I heard a lot of company in US looking for clean data for B2B and B2C networking....fly soon PP.

coming back down...still feel we might see the 1.50 mark soon. Stanley surely on Santa's naughty list this year!

ya..zzzz..PP gone to North Pole to visit Santa....hahaha. Maybe after X'Mas will wake up. So buy now while the giant is sleeping...

woohoo...bought 29.5 yesterday today throw all at 34. Tq Krono....free trip to China next week...:D and back to buying more Panpages share...

SC cant catch syndicate that goreng counters and destroy reputation of both the counter and integrity of KLSE but can catch someone for insider trading...for leaking audit findings that would sink APLI to PN17. Share price will surely take a beating in the coming days.

;)

My prediction volume today 11.5M....closing 1.58

I would wait and see, not so easy to rebound. There might be more to it than just what is in the news....

Problem is we are talking about the company founder and not just an elected CEO. There would be issues on the company strategic direction and focus. Don't forget, ST is also not politically aligned to the current administration, strategic investors like EPF sold down, and no funds will touch this counter as well. Supermax has very big ambitions on expanding....Glove City project...etc. With this new spanar now the wheels might slow down....I feel we could see more downside...even 1.50 range.

Panpage better bet...easy comeback

Magic11 & sbzk....Yes agree with you both. Next year there will be some exciting times for this counter. I have been buying and accumulating a lot now. Consider this my safe haven...2 mths back i unwound supermax at its highest so far....then same with SKPetro and Armada...sold all and came to park here. No regrets today considering the counter prices taking a beating last few days.
When the market is down...marketing, advertising and data will be in focus. Everyone will look out for new ideas and sources of income. I just hope management starts gaining speed and capitalizing on the trend.

Everyone waiting for results....might retest 42cnt nx week

Accumulating more...;p ...cant wait for 3q results...this friday I believe..

Everyone waiting to compare panpage profit improvement vs efficient. Panpage more upside as the partner for alibaba & google.

Expecting rm1.85 soon. Don forget though epf is no longer a substantial shareholder..they still had like 20m+ shares to dump.

Not a trap....there is someone collecting. Watch volume's after 3pm. Believe results should be out this week maybe...guessing it should be good considering PanPage has been very busy with new AB projects to increase share.

Acquisition Spree

Alibaba’s push to become more international has been underpinned by deals, with the company announcing more than $16 billion worth of acquisitions since 2012, according to data compiled by Bloomberg.

Alibaba had about $18 billion of cash in hand as of September, and Vice Chairman Joe Tsai said it would continue investing in companies that help gain e-commerce users and bring long-term value.

To raise its profile, Alibaba is marketing in Singapore, Malaysia and Hong Kong through online advertising, videos and social media, including Facebook Inc. Taobao, one of Alibaba’s largest retail platforms, gave away prizes as a truck bearing the company logo drove around Malaysia.

Actually better if EPF disposes more, less downside risk once their stake is around 25M shares. Because they don;t que in....they js throw to buyer at a certain price....It will surely move soon, leading indicator would be demand for vehicles and tyre grade rubber pricing.
Strengthening of the USD also very good for Supermx.

This recent share movement is still in very very early stages, still very cheap ....long term players will benefit most in 12 months..

Difference between Efficient and PP is this....efficient play with Alibaba is through ownership of Spore Post and SP being an owner of efficient. So in principle, efficient being engaged in back room ops will get more biz from Alibaba's use of SP for their SEA shipping platform. Similar to GDEx.
PP on the other hand is their biz partner in SEA. This means that they help Alibaba open markets and get more clients and vice-versa...Indonesia is their next big target. Very big market and expansion can be fast. PP has an advantage that they already have the setup and are in business. They spent a lot on establishing the footprint there and now with Alibaba hungry for expansion, they will accelarate faster.

In the last few qtrs, no big profit reported, in fact loss due to write off their IT biz and expansion expenditure for Indonesia. But in the next few qtrs the profits will just surge in. They could potentially even return EPS of RM0.10 per share by end 2015....PE 15 = RM1.50 share price.

And if the game is played right, who knows, maybe even Alibaba buy them up....how much could be anyone' s guess...USD150-200M maybe.

:P

http://klse.i3investor.com/blogs/sinchew_company_story/60653.jsp

Wow! Good news david. Where was the convention? Was this the roadshow with alibaba you told us about before? Anyway good news. Glad to hear that and yes agree need chinese, even in thai and indonesian language later when promoting within SEA.
Cant wait for nx announcement

Click here
http://ggs.alibaba.com/
then click partners, look at malaysia......next wave.. ;)

sori...200k gold members not 2M...typo....js to show you the potential...hahahah

If you ask my honest opinion, I would say its worth $0.65 even now. My target if mgt is successful in what they are doing...RM1.50 - 2.50 easy. Worth at least RM500M. If they smart, have 8-10M biz listings, you count la....if can offer even 3M listing some sort of product or service for USd10/yr...already RM96M Rev....profit should be 80% , EPS 32sen...U give PE 5 also 1.60 dy.

But i dunno today Alibaba give Panpages hw many % to help certify gold members. I know PP will expand service to TH and INDO. If SEA got say 2M gold members and each have to pay USD300 per year and PP get 10% per year to validate data and certify then also got USD6M or RM20M....80-90% profit. Also EPS 7 Sen leh. PE 10x = RM0.70.

look here la : http://ggs.alibaba.com/


Thailand and Indonesia a huge and big potential market....like a hot potato....hahaha

....still waiting for the big +0.15-0.20 wave...Funds still got go to load up Supermx and Kossan. Some don't want to compete with EPF buy Supermx.
Uptrend confirmed.

EU Funds moving this direction..
EBOLA almost 3k deaths....4.5k cases reported. This week highest number and growing.

Looks like my Sifu fund manager is right....moved up today...Kossan +0.18$ sumore.
5-7sen up today....waiting for the big 15-20 sen spike. hopefully coming these 2-3 days.
EU funds might move it after 3pm....expect vol of 3.5M done today....:D

ST target rm2.55. EPF actually done a lot of par down within glove sector. But recently they started switching to kossan and harta. Soon back to supermx. Coz u all knw la..3rd qtr results would reflect insurance cash payout n better biz. Sure got dividend.
Ebola 2300 deaths..yesterday Obama pledged support...

Seems stable at this level, I like Supermax as it can suddenly spike 10-12% a day if there is any mkt trigger such as strengthening of rubber prices, outbreaks, or indication of future strong demand.

Last week the 5th of Sept WHO held a conference to derive an action plan for EBOLA bringing together technical consultants. They will issue an action directive soon...
Other meetings to be held as follows:

Sixty-seventh session of the WHO Regional Committee for South-East Asia
9–12 September 2014

WHO European Region

Sixty-fourth session of the WHO Regional Committee for Europe
Copenhagen, Denmark
15–18 September 2014


Last week also the International Rubber Glove conference was held with very positive growth indicators.
So I think some movement would start soon...

Probably stronger than before, not only recover but new lines already running frm last week. Read the star today....aggressive push ahead. He is smart to keep the share price low to accumulate on the side. Does anyowe know if the insurance payments would be reflexted in the coming Qtrly rpt for June. Should expect a plesent suprise. :)

If Ali Baba go down, then ez....they buy Panpage for say USD50M which is less than their 1 mth profit...then Ali Baba up again lor...hahaha.
Last week collect a lot....waiting for nx week action

5 days till action....;)

Starting soon.....;)

For alibaba play...go with panpage...Alibaba's partner in SEA.

Efficient surge chart same to when Panpage started engine today...frm 4pm, panpage went from flat to +2cnts....similar to when efficient started to move a week back...:) maybe time to switch. Panpage a beneficiary of Alibaba's IPO.

waking up...;P

oh yeah....forgot.....its very low valuations vs peers. It should be trading 18x PE. vs 13 currently

TP $3 driven by : 1) Ebola alert / panic. 2) On set of EU flu season 3) new capacity for supermax coming online. 4) Direct distribution and marketing network in EU, Africa, (North Africa market including Libya, Algeria, Egypt and Morocco), US & Canada

recovery in prices and margins.....health care industry is one where during a Pandamic, they will trigger a direct purchase or emergency buy at quoted prices if needed.

Should see some movement within 2 weeks....

david : when is the roadshow starting? where....sure would be interested to join in to know more.

This is not goreng counter. Buy n keep for potential. Less ppl knw better...can collect..;)

Tan Sri Vincent Tan is listing MOL Global Pte Ltd on the Nasdaq Stock Market in the United States in October and expects the company to be worth US$3 billion (RM9.7 billion) in five years.

MOL, which bought social networking site Friendster Inc in 2009 for US$26.4 million, expects a market capitalisation of U$1 billion upon listing.

“Potentially, MOL can be a very big company. If you look at the market capitalisation of Internet companies, they are huge. China’s Alibaba is worth almost US$300 billion, while Tencent, which owns WeChat, is around US$150 billion.

“Our target of US$3 billion may be a small fraction of that, but I do believe it can grow.

×××××××××××××××××××××××××××

If MOL can be worth so much.....hw about panpage?.
:D



Full article: http://www.malaysia-chronicle.com/index.php?option=com_k2&view=item&id=307162:vincent-tans-mol-to-list-on-nasdaq-in-oct&Itemid=3#ixzz38y5dySZx 
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Haha...ya...hope its ong like me...waiting long time dy to unlock the value. Maybe its time some analyst rate this stock.

不要坐失良机

Moved to panpage....;)

好戏

moving my gains to panpage bhd for another round...:)

VT want to push this to RM1B mkt cap counter

not over yet guys.....done forget Warrant still got big show on Wed......son limit up on Wed, mother push sumore.....hahahah

ting ting....done! Limit up

$4 too over la guys...around $3.10 possible. Have to wait for weekend report/after raya. :)