Posted by ivanlau > 2023-02-16 19:07 | Report Abuse

@Ivanlau Was looking back at our postings in Feb 2023, and you wrote: "Peace99, once the share price reach 0.80 , I will disclose my fair value formula.....!" You are pretty close.....Will you disclose now?

Happy that my bet (with reasons) many months ago work out! Almost 3X now :)

Nice move.....going back to >RM2 like before? Dividend coming in April.

My Ytlpower, ytl have gone up a lot, expecting samaiden likewise, but I guess due to ppl converting warrants to mother and sell, so got to wait for sometime....

With all the constructions, solar power, EVs and communication needs, just feel that Southern just have to keep going north! I'm just holding tight to my southern almost since beginning!!

And another two new appointments of key ppl to boost to new heights!

Finally starts to move....KKB helps Abang Jo's Vision for Sarawak

Bagged >100mil big project!

Besides Sung master, Kanger's genting condos should do well later with influx of tourists!

Madam Samaiden well done!
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3399079

Mari semua naik genting jalan jalan, makan makan....sebelum kena payah toll :)

@Trader808 I like your statements 10&11 summary!
I am keeping a lump of SCG, the longer the better!!

with terrible Hamas-Israel war on-going, can't understand why Muhyi wants to go through such trouble to go London! I think more ppl will pick Genting if they want a cool vacation in our hot climate. And are there many highlands suitable to build resort? So, I think Kanger made the right decision to buy the 126 units of condo, ready in September 2025!

I'm hopeful that will reach 18 soon!

@MZM2511 I was saying "Could the running out of highlands to build cool homes be the fundamental reason? especially in view of global warming :)" in a light-hearted way, but for the well-to-do good living is a major consideration. Not so easy to find nice and cool place to live. And as you pointed out, its NTA is 44 sen!

@MZM2511 Could the running out of highlands to build cool homes be the fundamental reason? especially in view of global warming :)

Thank you. Am expecting it to continue its upward trends.
Tower A, B, C fully sold out....now left with Tower D.
https://www.antaragenting.net/

Thank you. Am expecting it to continue its upward trends.
Tower A, B, C fully sold out....now left with Tower D.
https://www.antaragenting.net/

Thank you. Am expecting it to continue its upward trends.
Tower A, B, C fully sold out....now left with Tower D.
https://www.antaragenting.net/

@MZM2511 Thank you for the prompt reply! Just to confirm, is it 126 units sekali , atau dua kali? Dua kali means 126x2= 252 units in total?

@MZM2511 Greetings! It's has been awhile!!
I think you have the numbers handy....can you remind us for the Genting condo, how much per unit Kanger bought? The housing price in Singapore has gone banana: with 1room, 2room condo fetching 1.4 to 1.8mil sgd. Some above average Singaporean uncles aunties can't stand the haze might decide to buy up one "cheap-cheap" Kanger condo as year-long summer home to enjoy their retirement!

The NTA in most recent report was 440, so do you think 180, 220, 280,....not reasonable?

Traders jaga jaga, think sell 120 buy back 115? sell 125 buy back 120? I think bery susah oh....when the NTA is how many time this?? Jadi, don't simply let go of your tickets to the summit, the climax! 忍忍吧，高潮还没来也 :)

Kanger is now climbing up the Genting Highlands....aku kena sabar lah, Masih di bawah gunung! Jaga jaga ok?

https://www.mof.gov.sg/news-publications/press-releases

The above is among the ang pows the Singaporean uncles aunties are talking about, waiting to go Genting Highlands!

Glad that I trusting SCG :)

Predicted E&O, Hua Yang would up....perhaps was just a bit lucky, they did and up 2-3 times! I think the same will happen here. 0.08, 0.18, 0.28? basically due to its high NTA

Just overheard on a recent trip to Singapore: several aunties were discussing plans to Genting once they get the gov ang pows which are coming soon! I think Genting will still be popular for a long time and kanger did the right thing to buy up condos there! Looking forward to it's recovery, 18, 28,...

I already bought some @0.77 to demonstrate my trust and support

@yrhc_eht sorry, just asked my broker how to convert, and was informed to email to general@plantationagencies.com.my
Not in rush to do so yet.

Not just Malaysia promotes RE, but Singapore's appetite for RE is so high, in GWs, and 1MW means about 4mil of construction work, so solar energy sector should continue to prosper.

For Kampar, report said half-empty in Feb 2023, and projected to reach 70% by end 2023. Half empty means many empty lots? so not contradiction? TOD is not new concept, surprised that PTrans does not know this.....

I have faith in Mdm Chow. The fact that she has taken in Dr Ng, PhD in EE, showed that she knows she needs some one with more specialised knowledge for company to grow further!

@djibaok Have you been to the bus terminals managed by Ptrans? I have not, but I have been to other major
long-distance bus terminals and there are lots of people.

Bos dispose to enjoy retirement, can consider tambah hor

Just a gentle reminder: Rather than a public bus company, bus terminals are Ptrans's main concern. I think a lot of ppl are still using the long distance buses which are very comfortable. It's very tiring to drive long distances, so why not let professional bus captains do the job, and we just sit back, relax? I have been holding Ptrans since 2019, and it does not disappoint!

莱坊：东南亚第二佳 槟上半年房价升5.8% https://www.sinchew.com.my/?p=4960719

Son a bit too high for me.....Mdm can let go of some, pls :)

Like to draw your attention to the appointment of Dr. Ng
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3382216
PhD in EE. His technical knowledge should bring a significant advantage!

think it's safer to split my $ between them. Today, announce 0.5sen dividend, what a pleasant surprise!

@CHWong, but see a lot of movements on the ground :)
See www.facebook.com/huayangberhad/
i like the efforts by Hua Yang to keep ppl updated on its progress!

Yeah! On its way back to the times of rm1 to 2....... i was focusing on its projects in Penang.....actually from AR 2023: To the south in Johor, Avira is a residential enclave within Bandar Medini Iskandar, benefitting from easy accessibility to the Second Link connection to Singapore. This project with a GDV of RM518.6 million is a 50:50 joint venture between E&O and Khazanah Nasional Berhad / Temasek Holdings Ltd. A total of 3 out of 4 phases of this 458-unit terrace houses project have been completed and Phase D is under construction and shall be completed by the end of 2023."

JB is already regaining vibrancy.....With improvements at JB border crossing, with supportive Sultan, AND IWCity has experience, projects&lands. Am waiting to hit 88 :)

Temporary dip due to warrant conversion:)

from AR 2022: "....In relation to employee welfare, we are always concerned on their financial security. Apart from remuneration package that adhered to the Minimum Wages Order, 2022, we also provide ad hoc subsidy in the event of natural disaster for all eligible employees. For instance, numbers of our employees were affected by the flood happened
in Dec’2021, flood relief was provided based on the damage category. Continuous efforts are being devoted towards the goal of high employee engagement. We believe it can help to promote talent retention, enhance productivity, improve organizational performance and stakeholder value. "

My sense is that Samaiden does not have forced labor, visa fees issues as the employees look like all locals in the 2022 AR. Believe Mdm Chow knows how to handle it :)

@faridfet From AR 2022: "....Following the business expansion of Samaiden Group, the number of employees has increased to 66 in FYE 2022 as compared to 50 in FYE 2021. As at 30th Jun 2022, we have total of 66 employees as follows:
68% Malay 3% Indian
27% Chinese 2% Others"
.........
Samaiden Group has also taken initiative to promote workplace inclusion by practicing top-down communication approach. Employees are always encouraged to express their feedbacks and thoughts or providing inputs on solutions to the problems. We have also conducted surveys regarding internal matters for further development
and enhancement. By having two-way communication in place, it could allow us to ensure effective problemsolving process and further promote continuous improvement."

Make sense to combine the eye and aesthetic! Topped up some.

Warrant really breaks 0.5 as guessed.... For PTrans, it's easy to guess it right, haha

Arica @ Andaman 荣获绿色环保白金认证 感受城市与岛屿风情完美结合的生活体验 https://www.sinchew.com.my/?p=4899292

I think ppl will soon (or not so soon?) realise this stock is undervalued...
I believed in & promoted Hua Yang and E&O half year back and turned out right :) .... but also made mistakes on some counters :(