Well said Nekosan

Airasia India may not be profitable at the moment but at least they got one foot in the door.
I know someone who for years did seafood importing business with minimal profits.
Today, he supplies seafood to major hotel chains in the country.
As India's population grows more affluent, air travel volume will pick up.
Airasia needs to keep focus on expanding to new markets, and finding innovative ways to reduce their CASK.
There is no one better to take the company forward than Tan Sri Tony.

Airasia is the best, not only providing people with valuable jobs, but boosting tourism across the region. Airasia Indonesia, Airasia India, and soon Airasia China.

In addition to the airline, the JV in China will also look into developing infrastructure.

The JV will invest in developing for pilots, engineers and crew training as well as a maintenance, repair and overhaul provider (MRO).

Aasia's charm lies in its charismatic leader
While Mas has become too political

Replacing the whole board will give investors and settlers more confidence.
As it is FGV is a hot potato, billions in revenue and yet no profits or minuscule if any.
Listing it was a sham in the first place.
To benefit those in high places and to con the cornerstone investors.
These include the Qatar investment authority; AIA; Fidelity; Value Partners, a Hong Kong-based funds management firm and several Malaysian state-affiliated pension funds.

Not speculating on any specific counter.
Just making reference on how the governments lackadaisical attitude is putting investors off.
Glc's have long been a cash cow for ruling party.
That's why PH promises institution reforms.
Was the deadline on Bdr Malaysia extended?
No timely update, nothing.

Government's lackadaisical attitude and silence is typical of the current administration. No updates nor transparency to the public.
Need to learn a thing or two from our Singaporean counterparts.

http://asia.nikkei.com/Markets/Nikkei-Markets/MARKET-BUZZ-Bandar-Malaysia-Linked-Companies-Fall-Ahead-Of-Final-Decision

Proposals to develop the Bandar Malaysia project will be accepted up to June 30, 2017 with a final decision on the master developer being made by July 14, says newly-appointed TRX City Sdn Bhd and Bandar Malaysia Sdn Bhd chairperson Mohd Irwan Serigar Abdullah.

Fool me once, shame on you
Fool me two, three, four, five, six, seven, eight times, shame on me.

If SC were really doing their jobs
They would take a look into Anzo
Even an idiot can tell there is blatant manipulation going on

An advice to the newbies who got burned in Anzo:
Never try to beat the syndicates at their own game

@Traders313
If ascribe 10x EPS, theoratically should be worth 1.59
Conservatively if total debt of 26c is deducted, then fair value should be worth at least 1.33
This is ignoring the fact that they are in a strong cash position, enough to pay off all their debts and still pay a dividend

Don't be harsh on Mr Koon, Fundamentally he is not wrong
Canone is undervalued, but in my opinion DUFU is also undervalued & has a much better B/sheet
Remember that Value investors invest based on sound principles and not on trying to predict market irrationality

Dufu should be worth more than its current 1.14 stock price

@Superstar33
Retailers wont trade this stock
So it's up to Khazanah, EPF, PNB to prop up the share price themselves

Kudos to Vs Industries management team.
One of the most well run companies in my opinion.
Same goes for Timecom.

Current quarter's cost of sales higher than revenue.
And not too long one of their big client set up their own factory in Cambodia.
200 staff laid off and yet Mr Loh claims growth remains intact.
How so? Via economies of scale from bigger production capacity?
No analyst report under coverage on Tekseng to verify their claims.
In my opinion, newspaper reporters are not qualified to interview them, as they don't pose enough challenging questions.
Get Kok Beng/Kok Cheng to come on BFM for an interview.

Don't have hatred for Stanley Sim
There are no chartist who can tell with absolute certainty which way the stock will move
But they are trying to guide us with their technical knowledge.
It is management integrity and experience in managing expectations which is more important
Well-run companies like Public Bank, VS, Padini, Thong Guan, Timecom has over time proven to enhance shareholder value.

Shareholders don't have much of a choice, if they vote NO this affects their chances of receiving future dividends.

At 31.5c currently, T7's share price is trading below its par value of 50c (discount of 37%).

This makes it difficult for the company to embark on fund-raising exercise and/or corporate exercises involving issuance of new shares.

Up today, but long way to go from 1.40..

@stockmanmy
Airasia has done so much to put Malaysia on the map.
We should be proud to have such a brilliant entrepreneur who has provided thousands of employees with jobs.

"got buyout coming, offering RM1"
Game changer if true

Wow just realized Tek Seng revived from the dead
But still a long way to go from its high of 1.40 !

Definitely operators behind this counter
One min big buy queue, next min an even bigger sell queue.

My hunch is GFM is a potential goldmine.
Dec 2015 revenue for GFM Services of RM70m. Assuming 10% profit margin, RM7m.
7m/809,689 shares: 8.6c EPS. Dividend policy of 40%.
At current price of 50c, PE of 5.8x. Assuming 2.5c dividend, that's 5% dividend yield.
At this level, definitely much cheaper than AWC.

We shouldn't be quick to judge Mr KYY.
As the founder of IJM, Gamuda, Mudajaya he gives good advice in terms of maximizing shareholder value.
His point of view should be respected.
As minority shareholders, we should be more collective in our efforts.
Far too often, directors of PLCs put their own interest ahead of shareholders.

Not bad results.
Last year full year EPS 8.42 sen.
This year 3 quarter EPS already 12.42 sen (11.17 if diluted) with one more quarter to go.

Mr Koon Yew Yin is right,
Share Investment is not an easy game.
If Public listed companies can pakat with IB analysts to con investors,
What chance do ikan bilis investors have against the big boys.

200m market capitalization wiped out in less than 3 months
How he wish he did not lay off his workers

Top 30 shareholders have a lot of money.
If they want to push can push easily, but they can also dispose easily.
Ultimately, the decision is yours!

Tek Seng's profitability improving, director buying, but share price decreasing?

Jaycorp is an excellent counter under current conditions.
Same goes for Thong Guan.

10c dividend?!!!
Wow. With Ringgit so weak, can expect its furniture exports to perform better.

From its annual report:

Export oriented companies in general have benefited from the continued depreciation in
the Malaysian Ringgit which averaged 4.12 to the US Dollar between July 2015 - 2016. As a
result, goods exported from Malaysia remain globally competitive against lower cost base
economies such as Vietnam and China.

The Furniture Division demonstrated significant improvement for the FY16 contributing RM27.21 million to the Group’s operating profit. The improvement in this division resulted from increased order volume from all markets due to competitive prices as the Malaysian Ringgit depreciates.

Today, Jaycorp Group is proud to have its furniture products exported to more than 45 countries all over the world of each continent with more than 100 customers under its belt which include some of the largest retailers in the world such as Walmart Store, Target Store, Metro Group, Nitori, Coaster and etc.

Our Worldwide export market covers USA, United Kingdom, Canada, Scandinavia Countries, Japan, Australia, New Zealand.

Trump’s energy policies are explicitly fossil-fuel centric and particularly rely on the shale oil industry. Under his “America First Energy Plan,” the U.S. is to achieve energy independence by exploiting domestic reserves of shale oil, natural gas and clean coal. The promotion of these energy sources are expected to simultaneously lower domestic energy prices, reduce carbon emissions and create economic growth.

Based on above article, should we be expecting more future downside pressure on oil prices?
Or does anyone have a contrarian view on SKPETRO

Relax guys. Sit back & enjoy the weekend.
Life is too short for arguments!

Thanks to CIMB dividend, will celebrate Domino's takeout with my dear family tonight!

Those who opted for cash dividend over shares, will receive their dividend payout tomorrow.

After the PR disaster last month, finally a step in the right direction by Loh Kok Beng & team.

The point being is if you have no track record but have lots of cash
You can still buy your way to an IPO

Spot on Speakup
That's the reality about investing in Malaysia & SC lets them get away with it
Minority shareholders are just a pawn in their chess game

CEO himself can make a mistake buying at 1.16/1.23
What chance do retail investors have that the CEO doesn't?

Curious to see if NPO Builders Sdn Bhd would accept Titijaya shares as compensation for its land bank. Even though the shares are offered at a discount, 79.73 million shares is still a huge chunk of change and judging from trading volume, not very liquid.
Unless there are other sweeteners which shareholders are not aware of.

@wahahaha
Investors want more info not less info to make informed decisions.
This situation could have been handled very differently.
Learning curve for Loh Kok Beng and his management team.

You cannot compare the management of VS with Tek Seng.
In my opinion, VS Industries is one of the most well run companies in Bursa Malaysia.

Mr Loh Kok Beng spent more than 6m to accumulate at 1.16, 1.23
He probably didn't expect news of layoff to drag his company share price down.
But their silence is utterly disappointing and a letdown to the investing community.
Unlike VS Industries bods who are responsible enough to issue a profit warning prior to Quarter result announcement.

Agree whole hearted-ly with Sharesa
Management can tell shareholders one thing but do another thing
As of now TS has yet to issue a statement clarifying the matter
Poster ex-CFO above made a good point
“It’s not what happens to you but how you react to it that matters”.
Mr Loh Kok Beng & team could learn a thing or two from Mr Loi Tuan Ee

The longer the management keep its shareholders in limbo the more south this counter will go
If only Mr Loh Kok Beng could learn from Mr Loi Tuan Ee (Farm fresh) in handling crisis management

Just wondering what a fund manager would do in this scenario?
Cut or buy more to average down?
Unlikely they can find a buyer who would pay a premium than what the market is currently offering.

Afraid there will be a bloodbath
If management don't issue a clarification soon

Today's sell-down sentiment driven
Tek Seng's management needs to clarify on the redundancy issues to shareholders
It is their fiduciary duty to do so especially to their cornerstone investors which I believe includes EPF among others

@Mango Juice
Some tickets only costs rm150+, hence the increase is quite substantial to these travelers.