Panorama1

Panorama1 | Joined since 2019-11-14

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Stock

2020-05-27 21:40 | Report Abuse

Quarterly Loss, Retrenchments, Staff Salaries cut & increased in borrowings position. Yet, still paying Dividend. Baffling !

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2020-05-27 19:40 | Report Abuse

Always Trust Your Own Intuition. As I said, exhilarating ride. There will always be Ups & Downs in share investing :-)

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2020-05-27 19:34 | Report Abuse

@ ry_1111 Still holding 5m shares @ a very low average cost of 0.15. Que Sera Sera :-)

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2020-05-27 18:52 | Report Abuse

MFRS 16 Leases adjustment of RM12m for the quarter under review. In addition, positive impact arising out of MCO/CMCO &l lower oil prices will be in the next quarter.

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2020-05-27 16:34 | Report Abuse

Fasten your seatbelt ....steep climb to the Top :-)

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2020-05-27 13:55 | Report Abuse

CMCO or interstate travel ban will have to continue at least until end June as foreign workers/new clusters yet to be fully contained. In any case, it is unlikely that casino business will be allowed to operate so soon since Covid-19 can spread asymptomatically.

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2020-05-27 13:20 | Report Abuse

Positive Re-Rating catalyst hope with the targeted or early opening of the Theme Park. With the delay to 4Q 2021 (additional 1 year delay), what is the impact ?

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2020-05-27 13:17 | Report Abuse

Positive Re-Rating catalyst hope with the targeted or early opening of the Theme Park. With the delay to 4Q 2021 (additional 1 year), what is the impact ?

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2020-05-27 12:26 | Report Abuse

Exhilarating ride from 0.15 & the best yet to come .....

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2020-05-27 12:24 | Report Abuse

New Normal / CMCO will result in demand spike for courier services. Economies of scale amid high Online sales and low oil prices will correlate to higher share prices.

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2020-05-27 10:48 | Report Abuse

More importantly, interesting to see the MARGIN when QR announced ;-)

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2020-05-27 09:24 | Report Abuse

It is still Hari Raya. Green, Green fat Ang Pau of Hope :-) Express Delivery.

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2020-05-26 12:05 | Report Abuse

Red Alert then !
bahai4453 A lot of rumours from the public that Eco are doing barter trades with their subcontractors; to paid their debts by offering to exchange payments by offering housing units to them

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2020-05-22 20:26 | Report Abuse

See the results out next week :-) In the meantime, just enjoy the long weekend & Selamat Hari Raya.

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2020-05-22 09:34 | Report Abuse

Special GREEN Hari Raya Ang Pau :-)

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2020-05-22 08:01 | Report Abuse

Big, fat Hari Raya GREEN Ang Pau : - )

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2020-05-21 21:05 | Report Abuse

Trust My Intuition. Looking at all the Blue Chip counters profitability and dividend dropping, stay invested in fundamental and zero gearing/high cash penny stocks with increasing dividend payout. Rare gem and additional Capital Gain will be excellent too in current risk aversion and low interest environment.

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2020-05-21 19:45 | Report Abuse

Impact of MCO and cash burn for Q2 & Q3 yet to come. Existing borrowings ballooning & already well exceeded cash & cash equivalents as at 31/3/2020 !

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2020-05-21 19:42 | Report Abuse

Recent Empire RPT resulting in huge impairment loss, which should be answerable by Board/Management. In addition, impact of MCO and cash burn for Q2 yet to come. Existing borrowings already well exceeded cash & cash equivalents as at 31/3/2020 !

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2020-05-20 21:50 | Report Abuse

TOPman, SUPERman, BATman (Covid-19 Tri-Vaccine) and the two bodyguards (MTAG & LuxChem).

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2020-05-20 21:24 | Report Abuse

Wow ! 2 sen interim dividend for shares that I invested at the low of 20 sen plus in this current low interest rate environment (double digit yield within a few months of investment). Delayed QR for period ended 31/3/2020 to be announced on 30/6 due to MCO must be excellent. In addition, let us not forget that their IPO price in 2019 was 0.53 and strong balance sheet with ample cash (~ RM100m as at 31/12/2019) and zero gearing in current risk aversion environment. The Capital Gain will be an added bonus :-)

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2020-05-13 13:27 | Report Abuse

Las Vegas Sands made a quick and decisive move in not bidding for Japan casino Licence. In view of Covid pandemic, it is no longer lucrative for the investment cost required. Their current casino businesses in Vegas, Macau & Singapore would have presented them with clear indications of the negative wealth impact from Covid pandemic. The current Cash Burn will result in the priority to salvage existing business and operations. Even Macau had 95% plunged in gaming revenue in April despite reopening ! Covid pandemic will be around until 2021 and gloomy economic outlook will be very negative on gaming and tourism sectors.

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2020-05-13 09:33 | Report Abuse

The “new normal” shift to Online businesses will bode well for courier companies despite the stiff competition. Existing and established players will always have “first mover” advantage. Surge in demand will be astonishing couple with economies of scale benefit and low oil prices.

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2020-05-13 09:28 | Report Abuse

> 5 for CMCO5 (1st. Day). As economies opening up & high crude oil level under storage, there will be huge demand that will benefit refiners like Petron & Hengyuan. Also, pump prices will be heading upwards.

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2020-05-12 15:49 | Report Abuse

SUPERman...buy at 1.35 & do not need to monitor & comment until Covid-19 pandemic goes away :-) Focus should be on other value buys (fundamental penny shares).

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2020-05-12 12:23 | Report Abuse

As I said last week when MTAG at 0.42 that > 0.50 is a given :-)

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2020-05-12 12:05 | Report Abuse

0.115 to 0.295 :-) Bumper Harvest

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2020-05-12 11:55 | Report Abuse

:-) :-) :-) What a retirement & Hari Raya present having accumulated lots at < 0.25 :-)

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2020-05-12 09:36 | Report Abuse

Business volume & profitability will surge even more due to protracted CMCO and Covid-19 pandemic.

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2020-05-12 09:28 | Report Abuse

With such low Petrol prices and not affected by MCO closures, this is a Value For Money penny shares :-)

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2020-05-12 08:34 | Report Abuse

Up, Up & Away :-)

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2020-05-10 20:33 | Report Abuse

Has anyone computed the cash burn rate for SAPNRG in relation to existing Covid-19 pandemic impact on cashflows for QR1 & QR2 ? Most of the previous Rights Issue cash already fully utilised as at FY ended 31/1/2010 and yet borrowings position still above 10 billion ! In addition, QR1 & QR2 figures will be real ugly in view of Covid-19 pandemic, MCO & global oil price plunged. Another Rights Issue required ?

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2020-05-10 16:31 | Report Abuse

Has anyone computed the cash burn rate for AA & AAX in relation to existing Covid-19 pandemic cashflows ? I would have thought AA recapitalization process should have already been initiated and implemented before it is too late based on the projected Q1 & Q2 2020 results. Even SIA had already completed their massive Rights Issue exercise and mandatory convertible bonds issuance in order to shore up its Balance Sheet as Covid-19 pandemic is not expected to go away anytime soon.

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2020-05-10 09:03 | Report Abuse

AA will need to recapitalize via Rights Issue to mitigate against the “cash burn” situation to survive Covid-19 pandemic impact on Aviation sector. Previous cash fortress have been distributed out via 0.90 Special Dividend.

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2020-05-10 08:58 | Report Abuse

Even at 0.80, those buying must be prepared to invest for the long run and able to “stomach” the high possibility of Rights Issue for property sector !

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2020-05-10 08:46 | Report Abuse

“A couple of unexpected side-effects from the coronavirus crisis: The broken supply chain has disrupted the trade in illegal drugs”. Bloomberg
The same effect on illegal cigarettes too :-)

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2020-05-09 18:39 | Report Abuse

MCO. : 2.50-4.50
CMCO4 : 4.50-5.00
CMCO5 : 5.00-5.50
No more CMCO : > 6.00

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2020-05-08 15:48 | Report Abuse

It is just a matter of time & > 0.50 is a given ! Next week’s price will be a happy mystery :-)

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2020-05-07 21:47 | Report Abuse

The next SuperMax, BAT, Ruberex, LKL & Luxchem:-)

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2020-05-06 16:39 | Report Abuse

Not forgetting that the other “Tri-Vaccine” Covid-19 hedges in SUPERman & TOPman together with their side-kicks like Luxchem & Ruberex Outperforming too.

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2020-05-06 16:33 | Report Abuse

With FD interest rate < 3% and EPF dividend rate going to be low going forward, I withdrew all my EPF retirement monies & put it into BAT at < RM10 and look forward to a good harvest of Capital Gain & dividend yield by end of 2020 without having to monitor closely on a daily basis. Who knows ..... at the rate it is going my retirement monies might even be doubled within 1 year.

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2020-05-05 10:00 | Report Abuse

@ SUPERman 13.22 ? I thought you will predict 22.31 :-)

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2020-05-05 09:57 | Report Abuse

Hopefully, Norway Sovereign Government Pension Fund Global starts their buying spree on BAT soon. Good luck to all the loyal investors.

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2020-05-05 09:52 | Report Abuse

Exceptional Value. With the expected OPR cut and further reductions in interest rate, BAT dividend yield will be second to none yield investment :-)

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2020-04-30 09:43 | Report Abuse

Wow ! BATman performing now although left way behind (% terms) by SUPERman & TOPman. I just leave these “TRI-Vaccine” stocks to perform over time and was focussing on “cheap & good” fundamental penny stocks like LuxChem, Star, Ruberex, TuneProtect, MTAG, MYEG, Pharmaniaga, GDex etc. at their “bottom” :-)