PassionateInvestor

PassionateInvestor | Joined since 2021-10-20

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News & Blogs

4 days ago | Report Abuse

This is an opinion piece after all written by secretary of ex-PM with statistics not supported with any references so I would take it with a pinch of salt. The author tries to paint a single race as agreeable to corruption (isn't that racist by the way?). Corruption is an opportunistic scenario that can be mitigated with proper check & balance which we ought and can put in place with good government. What the author failed to remember is that back in GE14, PH and the political party he was in (read Bersatu) was working together and look how that went? The latter decided to backstab the government of the day. Conclusion: Corruption can be mitigated with proper check & balance but behaviour (backstabbing) is hard to change. Fool me once shame on you, fool me twice shame on me.

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1 week ago | Report Abuse

https://hype.my/2023/348848/video-visitors-at-genting-skyworlds-theme-park-stranded-mid-ride-due-to-technical-issues/
If GenM is really serious about improving their bottom-line then they seriously need to get the house in order.

Stock

1 month ago | Report Abuse

Dividend again! Christmas comes early.

News & Blogs

1 month ago | Report Abuse

The only reason BN did badly in these "opposition states" was because the then opposition did such a terrific job in slowly chip away the impenetrable fortress of BN. If that can be done then, PH-BN can definitely have a go at reversing it again. But first, the corruption must go.

News & Blogs

1 month ago | Report Abuse

Do not be disheartened. In fact on the contrary, all Malaysians who dislike racial politics should come out to vote in full force. Once the politicians know that they have adequate support to from government with the support of like-minded people who dislike racial politics, then we would start seeing a change in landscape for a brighter Malaysia.

News & Blogs

1 month ago | Report Abuse

The author needs to be able to differentiate between state and federal issues. Most if not all his grouses are related to federal matters. As for state, we'll need to look at the development and progress of the state and infrastructure. How is the corruption level and do we/our children need to move to other states to look for work and you'll have your answer to which party to vote for.

News & Blogs

2023-06-22 12:24 | Report Abuse

Unfortunately, there isn't a real alternative to the current government - Nurses dress too revealing? Cold play promotes hedonism? Gimme a break.
If anything, PH should have been given a bigger mandate so that they can just do their thing without needing to join forces with others and compromise their objective.

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2023-06-15 18:39 | Report Abuse

https://theedgemalaysia.com/node/671265
"Home Minister Datuk Seri Saifuddin Nasution Ismail said political patronage is involved in the prevalent illegal online gambling scene in Malaysia, which is a major constraint faced by his ministry, the police and the government in solving the issue"

Very interesting. Sometimes, things are more than what it seems. At least there seems to be concerted effort now taken against the illegal online gambling.

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2023-05-30 21:14 | Report Abuse

Their DPS and EPS have been increasing so not an issue.

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2023-05-19 07:47 | Report Abuse

I have to admit I was expecting more. If this is the status quo dividend Magnum can afford, then I'm worried with the future risk.

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2023-05-16 19:50 | Report Abuse

What's this? Unexpected dividend announcement. Are they at the final stretch of the takeover of Pavillion BJ?

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2023-04-27 19:12 | Report Abuse

Doing better than pre-covid? Amazing.

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2023-04-18 19:36 | Report Abuse

Hmm..not great results from Axis this time. Suppose the private placement has impacted it.

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2023-04-18 07:04 | Report Abuse

How does it benefit Time and why the sudden jump in price?

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2023-03-29 07:29 | Report Abuse

So far so good

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2023-02-22 20:15 | Report Abuse

@smallsexypig Thanks for sharing. The conversation was very informative and engaging. It's good to know that the CEO is very much aware of his properties even up to minute details like tenants in his least performing property. Kudos too on improving ESG too by using renewable energy.

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2023-01-19 16:55 | Report Abuse

Finally catching up. The forward dividend could easily be 6-8%.

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2022-12-23 13:13 | Report Abuse

Sometimes I wonder what the management is doing. Last year's private placement was 1.78, now fast forward one year it's 1.75. If even the management thinks that the fair value ought to be lower this year than last year, what do they expect from investors....

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2022-12-10 09:44 | Report Abuse

Pleasantly surprised that dividend still managed to match last year's

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2022-12-01 20:04 | Report Abuse

@ Brutus, ah that make more sense. I wonder if PBB plans to dish out quarterly dividends instead of half yearly going forward.

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2022-11-30 17:47 | Report Abuse

Bonus dividend? Yummy.

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2022-10-27 10:36 | Report Abuse

Yeah, the last few quarters had been heartbreaking but the recent result seems to show that it is coming out of the slump. This quarter would be the last for Cukai makmur so after that, the DPS should return to close to pre-pandemic levels with possible bonus from merger and 5G.

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2022-08-29 18:26 | Report Abuse

Smashing results with dividend.

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2022-08-27 13:19 | Report Abuse

@newbie8080 thanks, always welcome a constructive discussion. How I read it is that the current ~14% quarter loss was due to higher input cost. The mitigation plan implemented, which have already started since July as mentioned by yourself, was to increase the price by 5-10% depending on region. Based on this increase, it would take 2 quarters just to get back to the profit last quarter, of course I'm simplifying the calculation since there'll be many factors to take into account. Yes agreed that normalising of cost would be the redemption.

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2022-08-25 12:51 | Report Abuse

Somewhat disappointing results. FFB needs to grow, and rapidly, to justify it's high PE but instead it fell. RHB-OSK report says that the recent price increase of between 5-10% would help but didn't their profit fell by 14% this quarter? So the price increase would still not be adequate and RHB-OSK recommends a BUY. This is all so confusing...

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2022-08-23 17:59 | Report Abuse

@kokchengkai I was thinking of the same thing too. With the rampant scams going on even with legit sites, I can't imagine the risk of giving personal details to illegal sites and operators. In the end, won't even have straws to clutch on.

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2022-06-26 14:47 | Report Abuse

@Nepo thanks for the link. Great to see that Axis is on top. Having said that, it would be good to see the comparison within the same period but I guess we'll never know - Axis IPO is 5, 6 and 7 years earlier than Sunway, Pavilion and IGB respectively which will give the former additional dividends.

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2022-06-10 18:10 | Report Abuse

It is been quite a while since it was MYR4 or less though but then again anything can happen in stock markets.

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2022-06-01 20:45 | Report Abuse

Bkawan has always had small volume perhaps because it's somewhat pricey and not part of KLCI index. However, it's gain is no fluke since it's been climbing ever since the first MCO in 2020. Currently, it's EPS is over 300+ cents making it one of the highest if not the highest earning counter in KLSE and with generous dividend as well at more than 4%. My only regret is not buying more when I had the chance. Anyways, this is a GenM forum not Bkawan so I'll digress.

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2022-05-26 18:24 | Report Abuse

Yes, I do sincerely hope there will be buyers tomorrow.

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2022-05-26 18:06 | Report Abuse

Well, this is really it. No more positive catalysts to go on further. The economy is fully open (& CNY) and yet making a loss. This will be the norm rather than an exception.

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2022-05-23 23:44 | Report Abuse

Very good results although % Dividend payout / Earnings is below what they usually give prior to covid. Based on their earnings, the dividends should be closer to 4cents or more....

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2022-05-05 18:28 | Report Abuse

Pathetic QR-ly results. Earnings are lower Q-o-Q and Y-o-Y by double figures. DPS is even worse. Need to go back to almost 10 years (2013) to find a lower dividend and that's not accounting for inflation. Unfortunately, there is no where end in sight. Currently, Digi is the worst performing stock in my portfolio this year.

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2022-04-29 19:00 | Report Abuse

@Hemsley, if Maxis and Digi's quarterly results are of any indication, the coming quarterly results for Axiata will most likely be a disappointment. Let's see if it can buck the trend.

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2022-04-28 18:59 | Report Abuse

Solid but not outstanding. IGB Reit at lower price dishes out higher div.

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2022-04-28 18:11 | Report Abuse

Awesome quarterly results. Just 1Q and the profit is already better than the entire FY2020 and more than half of FY2021. There'll be some sweet div coming in the next quarter.

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2022-04-15 12:14 | Report Abuse

@flyhub888 Yes, most institutions gave TP above RM10 with the exception of Maybank which gave Tenaga only RM9.30. Refer to this article: https://www.theedgemarkets.com/article/analysts-mixed-tnbs-re-progress

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2022-04-11 14:04 | Report Abuse

Could never really understand why would anyone want to buy for illegal punters especially now that the shops are open. Imagine hitting the jackpot for MYR95mil and the website decides to shut down the next day. What a bummer.

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2022-03-25 12:03 | Report Abuse

@investortrader88 possible dividend windfall if the deal got through?

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2022-03-17 12:26 | Report Abuse

Yes, I noticed that too. But heck, who are we to deny him/her wanting to sell cheaper shares to the masses...

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2022-03-15 11:49 | Report Abuse

Dividends should be in on the 22Mar.

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2022-03-09 19:49 | Report Abuse

@Mark Goh Many thanks. Based on your graph, can I interpret that BK is of "high value" ie high EPS and high share price since it is located on the far right region but yet still undervalued because it is below the line?

News & Blogs

2022-03-09 14:38 | Report Abuse

MQ, many thanks for your analysis.

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2022-02-26 18:04 | Report Abuse

HLB shares are about 4-5 times pricier than PBB. Use the same multiplication factor and you'll find that dollar-to-dollar that PBB dividends still have better returns.

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2022-02-24 17:47 | Report Abuse

Pretty disappointing. EPS is less than 50% pre-covid quarters. Comparatively, sports toto has fared better.

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2022-02-22 18:39 | Report Abuse

1 cent...that's underwhelming indeed.

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2022-02-21 15:45 | Report Abuse

@sincerestock just want to mention that Tenaga is the only electric supplier in Peninsular Malaysia. The arrangement is different for Sabah and Sarawak. Also to add that whilst it has monopoly in Peninsular, it still needs to buy commodities to generate electricity which might squeeze its earnings. Anyways like Kimsua said, the only thing that matter is the earnings - everything else will follow suit.

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2022-02-16 19:57 | Report Abuse

Bravo, another great quarter again. Earnings must have also been supported by their chemical business as well.

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2022-02-11 23:29 | Report Abuse

Well if PBB is gonna do a PBB which means payout dividend of about 50% of their earnings, then it'll will need to do exceptionally well for this final quarter (north of EPS 8.0 cents) to beat the previous interim dividend of 7.50cents. Let's wait and see.