PPHB's QR very much statisfactory, business / fundamental remains intact

topped up a few ASIAPAC at 0.095 (01 november 2024, morning session)

sold a few HEKTAR at 0.540 to top up asiapac. (01 november 2024, morning session) still got some HEKTAR left.

top up a few Pohkong at 1.12 (03 october 2024) should be oversold or near oversold already. those who reacting to QR should be sold already. considering gold price still high safe to top up some at this stage

@Brutus there is processing fee and stamp duty fee right? I think it doesn't worth it for me to subcribe already considering my stakes subscribable is small.

I thought it is free of charge...

@Brutus thank you, I will try as soon as i got time for it

@Brutus can I know how you do it? I tried with bursa anywhere apps still cannot

@StarOfTheBull seems like that is the case

at this point so glad I reduced my stakes here at 1.20

@abbah gold price up, QR below expectation, don't be chicken risk to sink together a? if go lower I will top up more also, worry about yourself better

really even 10 EPS also hardly propel price above Rm1.25 this time. after this just see if gold price can go another level

to be honest, I really appreciate how news reporter reported this QR so positively, provided just enough leverage for me to lock previous profit. when I read the QR yesterday I am so disappointed, but when I see the news I am so relieve and sure able to still cash out at least yesterday closing of Rm1.19.

as of do I agree with the news? i am really just lmao all the way

and no matter what I still keep a few for in case gold price keep rising up

@goldbuller1 I know it is off season, but still general expectation is higher due to high gold price. plus TOMEI perform better at similar QR, pohkong is just 1 month later.

see how market response now, only thing that try to maintain share price is gold price plus slight higher dividend payout, but how long can sustain?

if QR is really good, plus gold price and DY increase, why you think price don't go up. of course I hope QR is good too but I don't try to lie to myself.

don't tell me the result is good or not, just ask yourself. are you satisfied with the QR?

@kasinathan indeed, well said

sold all remaining NHFATT at 2.00 (25 september 2024, 9.18am) dissappointing with recent QR, was trying to find a better price to sell. only realise the recent price rally after yesterday closing. glad to be still able to sell at only slight lower than yesterday closing

topped up quite significant stakes of ASIAPAC at 0.105 with cash just unlocked from POHKONG profit taking. (25 september 2024, 9.02am)

"worse" than good doesn't mean bad, but it is still quite disappointing because expectation is higher. especially when comparing with TOMEI recent QR

sold most of my POHKONG to lock profit at 1.200 (25 september 2024, 9.00am open price). QR is dissappointing. but I still keep a few of my stakes here due to current high gold price just in case price react more to gold price instead of bad QR

@TheContrarian hope so, thank you, keep updated ya~

this message pop up https://ibb.co/Yj1Wrrr

hi guys, anyone know how to apply to hektar dividend reinvestment plan? I tried with bursa anywhere but it says I have no DRP available for reinvest. I am sure holding my share prior and pass the exdate. is it the application has yet to open or we need to apply it other way other than bursa anywhere apps?

I prefer high DY due to price declining rather than DPS improving, because that also mean PB is lowering

so far for the current QR the performance is satisfying base on both qoq and yoy, while revenue is breaking all time new high (probably due to new inclusion of KYS)

declining DPS has to be monitored but it's new inclusion of KYS has good potential to stop or even reverse the declining trend, so it is worth to enter and monitor at this point while DY is maintained at near 6% due to **low share price**

last year Q4 is 2.3/2.7 = 85% of Q2
so assume this year Q4 is also 85% of Q2 = 1.9 x 85% = 1.2
so expected DY for 2024 based on current price is (1.2 + 1.9) / 52 = 5.9%

fundamental and upcoming september QR is more relavant than any technical analysis

@SCM2023 good to know, thanks for sharing info ^_^

@SCM2023 well said, I didn't expect the strong QR selling because the QR is similar to HARBOUR while HARBOUR also didn't suffer strong selling down. and yes SYGROUP now deverse better valuation than HARBOUR due to injection of new profitable business

bought a few MAG at 0.175 (9.00am, 2 september 2024), my very first ace market stock. revenue / EPS improved a lot, still can get at lowest pre QR price of 0.175, net asset > total liabilities. annualized current QR PE is less than 5. pawn business is a never sunset business while mag's prawn business is shown to be growing.

sold all ktc at 0.205 (30 august 2024) qr expectation not reach

topped up a few more HEKTAR at 0.545 (29 august 2024), good place to put my cash unlocked from other bad QR counters

top up a few POHKONG at 1.13 (29 august 2024), gold price still above 2500, TOMEI result is good, so probably POHKONG will good too, at such EPS / PE, POHKONG is deeply undervalue.

sold all prestar at 0.440 (9.00am, 29 august 2024) disappointed with QR, seems this sector is not good at this stage. better quit and go other counter first

sold all remaining HARBOUR at 1.48 (9.00am, 29 august 2024) QR is neither good or bad, but at 1.48 price investors are expecting better QR to support. since I still can leave at 1.48, it is better to do so and invest in other lower undervalue counters.

sold all MESB at 0.500 (9am, 29 august 2024) disappointed with QR, apparel business so far is declining hard

Mall / Carpark operations improved very well. Property is the one dragging it down again. it would be good if can let go SMI to get cash and clear the bad debts / high finance costs

@TheContrarian yes plus that reason too for some

@Fundamental Trader yes agree value still in tact. but I think it is more like operator manipulation of pressing down price instead of retailers overeacting to slight below expectation QR.

topped up a few more PPHB at 0.855 (27 august 2024)

reluctantly sold all few remaining APM at 2.97 (27 august 2024), needed urgent cash to top up PPHB at significant discount good bargain of RM0.855

first time bought into PCCS this counter at 0.435 (9.01am, 27 august 2024), improved main business of apparel for 2 consecutive QRs. another good QR will put it in very similar situation as skbshuts before it's initial super soaring.

topped up a few more HEKTAR at 0.555 (26 august 2024), need a bigger stakes here this counter while it is still near bottom so can offload stage by stages when the price go up

so so or just a little good QR (yoy wise), will keep my few remaining DKSH as of now and see how

so so or just a little good QR (yoy wise), will keep my few remaining APM as of now and see how

sold all orna at Rm1.00 (28 august 2024), glad to still be able to exit at same as my latest reentry price of Rm1.00 despite another flop QR

@fruitcake that's why technical analysis isn't the correct way to trade nowadays, easily manipulated. fundamental always previal at the end

klci small index falling problem again?

what happen? I thought QR is good?

even at 1.9 cts, that is just for half year, full year assume another 1.9 cts, won't hard since they mentioned there is 1 off cost for kys this QR. assuming 3.8 cts for whole year that would still be 3.8 / 0.54 = 7%, a fantastic DY at current market price

@Justmeme agree and I love that idea, too bad management won't like the idea, rarely there is any entrepreneur that would like to fold up their business and go enjoy life with the money, they got addicted to keep running the business. it is like a child for them, not for sale