Pavillion

Pavillion | Joined since 2013-12-02

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Stock

2017-07-11 12:23 | Report Abuse

PayAllz channel only 1 subscriber....kikiki....maybe 2020 you will see the first ringgit. I never seen anybody use it.....no merchants display their sticker etc, no ads, no promotions except in i3.

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2017-07-11 01:32 | Report Abuse

Just a hype....there will be no money coming in for next 2-3yrs. Wrong business to invest....Alibaba has millions user and billions transactions / business before they develop their Alipay to complete their ecosystem. More developed countries like Korea, Japan .....their ewallet etc are still at infancy..get real.

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2017-07-10 19:36 | Report Abuse

Their price is 10% discount from 5days average...if they decide to subscribe....

...if they buy from market....(which they are not)....then will be no problems...infact will be good.....but company will not get their cash......so they issued new shares...40%....diluting shares value....practically...they going to fund 100% their new venture by issuing new shares.....Investment bank are not investor.

.....what they have so far?...only ideas and mou.....even they manage to build the platform (estimate 2yrs)....they still need to retails it and that will take ...many years.....they already knew this.. that why they want RM4.5M for working capital and RM11M for Sales and Marketing. Hope this will benefit you.

Any technical rebound you should get out....just look at xox....yes you buying at near bottom.....but don't hope you can easily get out.....another hotel california....victim of our own devices(sendiri cari pasal)...can check in but can't check out.

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2017-07-10 18:27 | Report Abuse

If price 3.5sen Macq will buy at 3sen.

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2017-06-30 13:48 | Report Abuse

That because Tech stock need good story...Dsonic has lowest valuation...compare to other e.g. Myeg, Prestariang...because people want to goreng will paint a good story....not that Dsonic don't have a good story.....just investor doesn't know yet.

So current p.e. for tech stock is the cheapest.

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2017-06-30 13:34 | Report Abuse

Posted by MrPauper > Jun 28, 2017 11:29 PM | Report Abuse 

The price of purchase is 90% of 5-day weighted volume average price before purchase notice. It means the lower it gets, the cheaper the entry price of macquarie. Besides, macquarie only commits 12% of total trading volume for 12 months. They have 2 years time to buy slowly and play with you

MrPauper said the right thing.
Don't worry about bank....what important is the company diluting your share....so no good for investor.

So far co only have idea, mou and issuing 500 million new shares.

E-payment is risky investment.......need financial muscle and time to develop and retail it.

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2017-06-24 18:19 | Report Abuse

Performance wise another 5 yrs.

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2017-06-24 06:46 | Report Abuse

They are late by 10yrs, all strategic location already been taken, self services laundry are competitive. ...other offering cheaper franchise...they carry expensive brands. Medical equipments market are limited and uninteresting...just look at LKL. Need more interesting catalysts.

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2017-06-23 12:52 | Report Abuse

They have been doing NSW for yrs without much impact....and now no more exclusivity....they have to compete with other players...they can do better?

What took them to current level is their bold and successful investment on Ping Petroleum....

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2017-06-23 00:00 | Report Abuse

Fgv still long way to go.....must get new CEO, new Chairman and then have to start new plan all over again...and later have to bring money....not some but a lot of money...need to wait for few quarter....half way this new CEO kena kacau by politician again.

The only hope...local FM to prop up......hope it work well...not like recent Sarawak election...everybody put their hope on Sarawak stock.....all get stuck.

Never invest on glc.

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2017-06-22 19:23 | Report Abuse

Tmr people sell and avoid long holiday position.

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2017-06-22 17:19 | Report Abuse

If TP 70sen this is the fair price market will pay. If you chase to 70sen then who want to buy from you? Whoever want to buy from you must find another buyer who willing to pay them at 90sen. That Tp also based on Rm4.28 and Oil price 53-63. Now oil at 40 is possible and Ringgit is strengthening. Tech stock need good story....so far Dnex don't have good story...Rc VEP is small contract.....RM100M over 5yrs and one off....price already gone up a lot from 25sen to current price....future don't know la...but need good story lah.

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2017-06-22 16:34 | Report Abuse

I spoke the same thing in xox last time.

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2017-06-22 13:20 | Report Abuse

Not for quick profit, will be sometime...they can't appoint new CEO until they complete their inquiry...and Z and Shafee will put up a good fight.....and don't think board will be comfortable working with him after this.

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2017-06-22 12:58 | Report Abuse

Few wk ago I said 5sen is possible, now... by looking at it......might test... 4.5 or 4sen...sad.

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2017-06-22 06:50 | Report Abuse

When TA give Tp it was base on oil price USD 53-63, now oil at USD42.

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2017-06-21 18:06 | Report Abuse

Azhar not coming.

Posted by Pavillion > Jun 21, 2017 03:07 PM | Report Abuse X

Azhar nafi ganti Zakaria sebagai CEO FGV 
http://m.malaysiakini.com/news/386315

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2017-06-21 15:13 | Report Abuse

FGV fiasco a good lesson on why gov't must not run businesses

http://m.malaysiakini.com/news/386296

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2017-06-21 15:07 | Report Abuse

Azhar nafi ganti Zakaria sebagai CEO FGV
http://m.malaysiakini.com/news/386315

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2017-06-20 15:24 | Report Abuse

Sell on news already.

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2017-06-20 15:18 | Report Abuse

Dilution....

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2017-06-20 14:04 | Report Abuse

He one of the board member, all this while he can't do anything?

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2017-06-20 10:48 | Report Abuse

Don't just blame on Isa and put everything on him, so now he already left ..everything will be solve?.......

who put him there in the first place? Who he report to?

If he did wrong then why he being given a new post? Equally important post.

Felda far from over.

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2017-06-19 17:36 | Report Abuse

The point is same old same old, just change skin only.

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2017-06-19 17:11 | Report Abuse

Do you think Isa make his own decision? Buying hundreds of millions investments/assets.

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2017-06-19 17:07 | Report Abuse

Matter of time, another politician will replace Sulaiman....all glc/agencies will lead by politician.

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2017-06-19 16:48 | Report Abuse

All news out already.

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2017-06-19 10:56 | Report Abuse

He must go, he open his mouth...... Another 2yrs meaning must compensate him at least RM2M....maybe can take from last quarter profit. Ki ki ki .The rest executives can stay.

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2017-06-18 23:29 | Report Abuse

Every MD feel their stock undervalue...why don't they buy themselves...buy back? Treasury?

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2017-06-17 11:04 | Report Abuse

I bought 5yrs ago? Just read chart. And now I am collecting again at bottom....its going to fly again for many round. 

People follow you here ??? ......... 

Anyway that my views....maybe you have your views......let us know....beside fly fly or buy buy buy. 

Unless your investment philosophy " every dog has a day, every stock has its day also" then just buy any stock and dumb dumb wait lah sure make money don't worry....anytime better than FD.

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2017-06-17 10:36 | Report Abuse

Jong figure of speech lah...they going to dilute shares lah.

Price will be tie to this level for sometime. If we study xox.

How they going deliver positive impact soon?
Their secret weapon..Rockville project...with Pakistani...are base on success basis....not sure it successful...so far no news abt it...mgt did not give any info at all.

The rest....their website also incomplete.....have you ever come across their product...i.e. have you personally try? Or perhaps your friends give any reviews?....this same scenario with Mpay...

Once they complete the products they still need to retail it.....meaning have to wait one by one customer start using it....unlike secured contract or govt contract...the income are still uncertain..

I think still another 2-3 yrs...that why they need RM4.65M for working capital.

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2017-06-17 10:12 | Report Abuse

Sound complicated......sound like MAS.....there again Idris.....will he going to sell assets to beautify the Account a.k.a. their magic Wide Unbundling Asset ......and within few yrs after......bankrupt like MAS because the real core business are not fix.

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2017-06-16 23:55 | Report Abuse

Drop to 5.5sen. Pinjam duit on risky investment. They have to raise money this way because they know their private placement will be under subscribe.

They said they going for online biz...that is tough biz to go in. To develop the systems is easy but the battle is on the market places...popular sites Zalora, Lazada, 11Street, Alibaba etc already have their own systems and ..on top of that... Amazon coming to Singapore to compete with other....while Social media like FB, Instangram are currently developing their own payment system so buyer do not have to leave their page to complete the payment process...all in their own ecosystems.

So probably they have to target batik, tudung seller sites and that also they have to compete with Ipay88, Ghl etc. Ipay88 own by NTT japan was way ahead..they own 70% market shares. Ntt synergies their global purchasing power and infra ....make it difficult for other to compete...even Ghl can't compete. Soon local market sites will have hard time....they can't compete with international sites for price, choice, brands, delivery, trust and efficiency.

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2017-06-16 20:37 | Report Abuse

Same bank also acquired xox....till now nothing happen. 

Bank are not investors, this is one of bank product for co to raise fund.....if they serious they should collect from market and mop the liquidity...shares float.

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2017-06-16 16:42 | Report Abuse

Only bursa make money.....the rest groundhog day.

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2017-06-16 15:03 | Report Abuse

Must be busy reading DiCaprio Report. Idris Report after raya.

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2017-06-16 12:29 | Report Abuse

Hi hi hotel california..."We are all just prisoners here, of our own device"

Relax.. soon market sentiment ok, all stock will be play again.

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2017-06-15 18:16 | Report Abuse

Ha ha 1.2M, 1 person RM50 so he need RM60M only.....Sup Sup Soi

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2017-06-15 16:56 | Report Abuse

Their dividen and bonus already profit....only opposition making noise. They got good deal. So Najib are not worry or in hurry....I think la.

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2017-06-15 16:31 | Report Abuse

Org kampung mana ada hold shares lama lama...they probably smarter...know how to cut loss....only punters and politician bising2.

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2017-06-15 16:02 | Report Abuse

Just want to ask. Settler took bank loan right? Are you sure they still hold any shares? Not force selling or cut loss?

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2017-06-15 11:52 | Report Abuse

Actually that not the issue, Safitex is good customer for last 20yrs, the debt are also small.

I'm sure Isa is a guy who follow order from the top...they all do...TH, Risda, Felcra etc. Their function is to help Umno. Zakaria naive. Think his supporters are the one calling for Isa resignation.

I'm very sure PM are fully aware...he doesn't need Jalil to tell him...calling Jalil is just a diplomatic gesture. He also know the stock price as such....and I'm sure he has strategies to deal with it.....I'm not sure the only strategy is to push this stock...he got many option...cash is king!

Why Epf let go 100% their holding just 6mths ago? Seldom Epf do that....Epf can hold...and they always give time for companies to turn around unless they totally lost faith with the co. Don't think Epf will coming soon...unless any drastic fundamental change...

So what new today ?

6 mths ago.
In a written reply to Dr Ko Chung Sen (DAP-Kampar), the Finance Ministry said, however, that EPF had gained a dividend income of RM105.77 mil

In explaining the fund’s strategy, the ministry said that EPF has always had a strict investment policy where the companies in which it has an interest to invest should be “fundamentally strong”.

The ministry added that companies with weak financial performance would still be given consideration if they could recover within a short period.

It also said that EPF will reduce or completely sell off its shares in companies that show a continued decline in financial performance as well as weak management


Read more at http://www.thestar.com.my/news/nation/2017/04/03/epf-records-rm203mil-realised-loss-from-felda-global-ventures-stake/#trJXQohm7HTKA4OF.99

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2017-06-15 11:00 | Report Abuse

P.E 81 cheap

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2017-06-14 11:17 | Report Abuse

No matter who they put there.....politician will still undermine professional. How can afford not to? Without GLC and Govt Agencies. ...they have no chance at all.

News & Blogs

2017-06-12 01:19 | Report Abuse

56sen already fair price or it could slide a bit more.

When they set a TP of 70sen....56sen is the most investor willing to pay..i.e. 20% upside is incentives for risk taker who willing to buy at this level.....don't think you want to buy at 70sen because you have to find punter who think this stock can go beyond current TP...at least 90sen.

This TP already consider the above factor and valuation are made base on price of oil at USD53 - USD63 for (17,18,19) and exchange rate of USD4.25 The current outlook on Oil and USD are not favourable.

Further risk are none renewal of NSW project. VEP contract actually are not that big...one off RM104M project spread over 5yrs...

TP 70sen already considered Thailand project...which I think it shouldn't (without details of project i.e. potential, position, partner strength, political strength with Thailand government etc). .....

Currently thousand if not hundreds company in bursa are working hard everyday to sell, deals, tenders, wip, in pipe line etc.....waiting their potential contract to be award....and nobody give their valuation base on future potential awards....at least not in infancy stages and without details....

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2017-06-11 14:30 | Report Abuse

It's better for EPF to buy Datasonic....kikiki

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2017-06-11 14:19 | Report Abuse

In explaining the fund’s strategy, the ministry said that EPF has always had a strict investment policy where the companies in which it has an interest to invest should be “fundamentally strong”.

EPF will reduce or completely sell off its shares in companies that show a continued decline in financial performance as well as weak management.

The above is explanation by MoF when they sold all their holding in FGV and took the lose....late last year. Will they buy back?...any fundamental change?