wah pspsun92 , you are so good in predicting the share price. Keng!

kseng_99, remember, share price always move ahead than the actual earning. Have a think on this: We know a double-storey house in PJ area is very demanding; but it costs you 20 million, would you buy?

Come, let us question them during the virtual AGM on 18 JUNE.

danielong1982 The Edge did questions the coincodence of director disposal and company share buyback...
06/06/2020 7:25 PM

Hi Daniel, can you share the link on the questioning on director disposal and company share buyback by The Edge?


Cypark AGM is 18 JUNE 2020. Since it is a virtual AGM, please attend and ask the management about the parallel efforts of both director disposal and share buyback at the same time. I believe we have to find out the truth.

Rgd. the debt, no choice. Since they are talking about building a power plant, they've to borrow money to run the show.

paling tak tahan is to see its competitor SLVEST shoot up like hell, but CYPARK not moving. What is this guy SLVEST, so keng meh?

hng33, you are so funny. Keep on informing us what price you buy in and sell

For AGM, do it online la if can like Bursa. Save cost and time. Then every shareholder can join and find out the truth from the bosses.

This cypark share is hold by many fund managers like those from public mutual, great eastern, etc. I believe they have the same feeling like us as well like being cheated for issuing cheap ESOS.

Yeah cheong88. Let us go to the upcoming AGM and bombard him.

apple168, I notice that you always spread negative aura here. What is your purpose? Have you ever recommended any shares? Would you mind to share any of them?

If share based on price < NTA is considered overvalued, you better read more books about value investing, before posting your comment here.

Think on behalf of Daud, the CEO, why you sell your shares at the lowest point on 19 March 2020 when the price is smacked down from 10-19 March 2020? What is the triggering point where he is forced to sell the share at this lowest price?

I agreed. CARLSBG is very overvalued and I am not sure why ppl still chase for that

Hi, why Takaful releases QR for 4th Quarter 2019 on FEB 2020? Normally, from previous years, they announce it earlier, i.e. on JAN 2020?

The CEO start selling his share at the lowest price, i.e. around 19 March 2020. Have you guys ever thought why he did that? Why he choose to sell the share at the lowest point, but NOT days before that when the price is still high?? Think about that.

Hi NewbiesPG, I think Serbadk is in huge debt also?

Based on the latest research report by Public bank for MAGNI, I am not too sure how they come out with target price RM2.50, based on 8x CY20F earnings.. If I interpret correctly, their estimated CY20F earning is RM0.3125 per share.. Walao, it is way higher than CY19 le.. mana mungkin :-)

Hi value_invest, have you really compared the fundamentals between MNRB and TAKAFUL?

Jengacam2, if not due to coronavirus, do you think MAGNI can drop up to this level? Think about it.

Hi Chongkahagent, can you suggest any good penny stock better than PBBANK? I would like to know that le...

I like your analysis:
---------------------------
1997- rm 0.6
After so many bonus issues and dividend

2020- rm 15 when crisis is bigger now than 1997

Public bank fair price is- 30 cents now


wah seh... Respect, respect.. You must be a good analyst. Even better than Warren Buffet

Share market always move ahead of economy. All companies share down becoz. investors already know this pandemic would affect the bottom lines.. That's why the share go down...

Victor, you don't have to copy back the same info here.. It is pretty redundant..

wah, so keng. Can predict the market movement solely by analyzing graphs. You are even better than our legendary investor Buffett. Respect respect....

ic. hng33 is a short-term trader.

Hi RedEagle, you are so good in identifying all the technical signals and time the market. Even better than Buffet.

Hi DreamKentut, what you meant by super dividend? Do you think AA can still pay dividend at this time?

Hi hng33, director keep selling and meanwhile company share buy back? quite contradicting......

hi, may I know why Mudajya make loss? It has a power plant in India right? The plant already operates. How come still need to declare impairment?

Hi sky, when should we buy then?

Hi SKy, can share your experience in why you think the bottom is over?

Hi hng33 sifu, any comment?

share buy-back by company, and meanwhile directors selling?? What it means

One can never predict when is the market bottom. Only God knows and we're definitely not god. And, market always moves ahead of the economy...

Yes, you might be right that PBB fell to 80 sen lowest. But, there is another fact that the shareholder fund (SF) of PBB in 1997 is only 2.8 bil. Now, PBB's SF is > 43 bil.

Hi, any taiko here knows how to write to Cypark, requesting them to conduct the AGM online?

Hi Zhen Wei & JP, how to get number s like : It has been disposed by foreign fund 60%"

From where we can get such data 60%?

Hi all sifus, how to check who is selling Maybank? If foreign fund sells, it will be shown in bursa announcement right? I am wondering, since the daily volume is so high, and every day ppl claim foreign fund is selling, how come it never appear in our bursa announcement website? Anybody can advise?

This is art of investment. Most peoples will chase after those companies with bright/confirmed prospects (e.g. medical gloves at the current situation). But they never realize, the PER for company like TOPGLOV is already 40!!!

But, for Cypark, yes, it needs lots of capital to build plant. And, testing takes time from engineering point of view. This is of course not good in terms of balance sheet and cash flow (due to delay). That's why ppl willing to chase high for those "bright prospect" medical counters, rather than others.

WTE still under cold testing phase (Annual Report 2019).

Hi, may I know how to check who bough/sell the shares of Cypark? Normally, for big shareholders, it will shown up in the Announcement in Bursa right? I just wondering why the recent selldown is NOT shown at all in the Bursa announcement.

Hi sifus, how to check the outflow of foreign fund for public bank? From where we can find this info?

HI all sifu, do you know who are the main customers of Cypark? After they build the power plant, the owner of the power plant should be their customer? How come they are allowed to own and operate the power plant one? Can anyone please advise? tqtqtq.

guys, crash is always an oppurtunity to buy good company. Why bother so much? If you think MBB is good and the price is right, just buy la..

Up_down PBBank remains overvalued which is traded at PER 10.8x or DY 4.76% whilst Singapore banks traded at PER 8x or DY between 5.8% to 6.3%.


Just wondering can we compare PERs between Malaysia and Singapore banks?

It is not Abt oil price. It is Abt our environment Ang greenhouse effect. Solar is mature In Western oledi. Malaysia slowly pick up.

anybody can share your experience in 2008 crisis? Would it be something like this?

Thanks sifu hng33

By the way, i think the recent sell-down is not from the big shareholders, since no announcement in bursa website?

But, who did the sell down recently?

Hi sifu hng33, from where we are informed that COD for WTE is next month?

I have watched the youtube video: https://www.youtube.com/watch?v=i-C4iBV_PMs&feature=share

In fact, the guru is correct in the way that receivable is getting higher (not yet translated to revenue). And, looking at the FY19 report, receivable for FY 19 is 577 mil (400 mil in FY 18).

But, there is one thing we must understand, the huge increase in receivable is due to the near-completion of the LSS2 solar farm in Negeri Sembilan.

This is the nature of concession based business, i.e. cypark becomes the asset owner of the plant and operate them in long run (< 20 years). This would ensure a constant recurring income.

Cypark has no other choice but to raise the susuk bond to fund the project. Otherwise, how to get money to build power plant? You think cheap meh to build power plant.

Also, I am not quite agree that the guru in the youtube said that no fund manager would buy it. You can have a look on the top 30 largest shareholder in the annual report, EPF, ASB, Great Eastern Fund, Public Bank Mutual Fund, are all there..

As compared to the Slvest (somewhat competitor to Cypark), its share price is crazy and not justificable. PE for Slvest is 30 (and people still keep buying). Pbbank so keng, PE also 12 only le. For those Slvest investors, please awake.

Lim7722, be patient. I m not saying that I like the government in Malaysia. I totally agree with u the way they handle the racial issue here.

The thing I want to highlight is don't simply compare the governance of Singapore with us here in Malaysia. In Malaysia, the politics is much more complicated compared to the tiny Singapore. Put yourself in the similar situation. Would you manage a large group better, or the small one?

And, I am not saying that Singapore government is incompetent. Their Minister's are all stars, almost no corruption. But my point is: could they manage Malaysia as good as how they manage Singapore?

Raint, u r right Singapore government is competent. But we must aware that Singapore is so small, and meanwhile governed by so many talents graduated from world class University. They are expected to do a good job, isn't it?

Back to Malaysia, we are way bigger than Singapore. And most importantly, we deal with so many races. If PM Lee could govern Malaysia as good as Singapore, then I can say they are good la...

Governing a small country is way different than governing a big one. Singapore could flourish because of its location and harbour and of course good governance. But considering governing such a small country, is it worth to be proud of?

You will laugh when listening to their issues debated in the parliament.

I remembered cold eye in his book saying that we should emulate epf to become a long term investor. But what I see now epf acts like day-trader that do stock buying and selling within two days!! Really shame on them.... Since they are the big shark, they would be able to create all those technical buy signals so that ppl (trader) would follow.