Hope Tulip mania would not repeat..... LOL

This co got image problem.... going uphill ..is so steep !.....:(

Warrants buyers think GOB can go RM1 so they keep buying at 22sen LOL

Warrants already broken last Friday high of 19sen! Fantastic!

Warrant exercise price is 80sen woh...

Wow ! Why the warrant mover faster ? Bullish ? :)

I think market just play on the theme of rerating Malton based on their RNAV ..... assuming there will be merger of WCT and Malton.... but why is it necessary to merge? For better efficiency? Bukit Damansara project injection ? No idea....

Is GOB related? If merger of all into one then GOB should be in.... haha! Very speculative!

GOB is simply very cheap anyway...

http://pavilionembassy.com/

THE PAVILION EMBASSY!

WOW!

For purposes of pure sharing. Not persuasion of sales....I have beneficial interests in GOB shares...

Buying/Selling at your own risks...

klse fighter, I found this very interesting..... real cheap... just bot... great potential! Since Malton is already gone up so high on theme of possible M&A...GOB is possibly a potential candidate for M&A....It has great potential anyway.... The balance sheet will be very healthy upon completion of the Penaga Pesona Land Sales to Ecoworld if it could be completed by 31st May 2017.... The associate owe GOB more than RM130 million,.the land sales RM143million.

On technical chart, GOB just beautiful... will let take off anytime soon.....

I actually hesitated to share..... I shared and deleted this afternoon but decided to post again and add some more...

I may delete all later.... if I deem it necessary.... posted just hope that those who need it ....can benefit..... Anyway it is my passion to read on past histories and reports on bursa Co. Haha!

Sorry I polluted this forum.....

May delete all later.... :)

GDV for Manjung Perak estimated in excess of RM900 millions, land cost RM23.59milion to be paid progressively.... :)

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4984337

Development Right to 147 acres of land in Manjung Perak for RM23.59 millions. Isn't this a good deal? No up front payment. Pay along progress of development. Ths will add up to the GDV and the present value, the RNAV and the the value of the shares .....

We have Pavilion KL, Pavilion Damansara, Pavilion 2 ( Bukit Jalil ), Pavilion Embassy ! Wonderful !
I love Pavilion ! LOL !

need patience ! Funds are accumulating very patiently..... :)
Bought and forget it and feel good ! Haha!

like force selling after 3:30pm !

PAVILION is already a brand name in Malaysia.... HaHa!

Again old news date 2012 ! Again with LGM on Jalan Ampang 5.75 acres JDA which is yet to start And JDA signed.... This is something I can't find in their BS... HAHA! It really interested me !

http://www.skyscrapercity.com/showthread.php?t=1657709

Pavilion Embassy Jalan Ampang. LOL!

http://www.propertyguru.com.my/new-property-launch/reviews/pavilion-embassy-jalan-ampang-133501

Penang is Pakatan.... Different Camp! Malton also revocate their JDA for the 300 acres supposed to gave a GDV of RM3.3B! Raise RI maybe planning to proceed with the JDA with Lembaga Getah Malaysia for the Jalan Ampang and Jalan Ampang Hilir project! GDV 860mil!

I am new here.... going through all the old stories and found them interesting and a lot of value in the company....Many of the key management are related to Malton and Pavillion..... Did they call the Development in Jalan Ampang with the LGM as Pavilion Embassy? LOL

All these are old stories....
Already ignored by people? Haha!

Some more what are the other hidden values? Please share your thoughts. Thanks

http://www.theedgeproperty.com.my/content/lembaga-getah-monetising-its-klcc-land

Will this also be a rerating catalyst?

Lembaga Getah Malaysia Jalan Ampang/ Jalan Ampang Hilir JDA......

PENAGA PESONA
A 49% associate of GOB


Sales of land by 49% Associated Penaga Pesona will net a gain of RM105 millions, 49% for GOB would be RM51.5millions

Increased in Market value of the land over book value of the remaining land estimated in excess of RM230million (Eco deal for HS (D) 45956 is selling at
RM45 per square ft, assuming the other land under HS (D) 45951-45953 at RM30 per square ft).

Total gain for GOB would be RM169M.. RM51.59M in profit upon completion of the land sales, the SPA has been extended to 31st May 2017 pendig approval of the authorities and estimated RM117M in land value appreciation.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5134333


I do not guarantee the accuracy of the estimate...for sharing purposes.. buy or sell at your own risks.

http://www.theedgeproperty.com.my/content/859641/global-oriental-more-cautious-about-new-launches

Now everyone buy Malton and afraid to sell as it goes up everyday.... more and more jump on the bandwagon....

Tomorrow it will fly.

The game is still playing on.... we still don't know who will have the last laugh! Hahaha!

Another Malton in the making ! ? Hahaha!!

Nov-Dec 16 and Jan 17 USD very strong. Coming Quarter profits should be very good... :)

There have been a proposal to PRIMA to build Sigle storey houses on part of the land. If that come true.... the value of that piece of land will skyrocketing! :)

From Nov 2016, Instyle Sofa Sdn Bhd which was a 51% owned subsidiary became an 83% owned subsidiary. This will contribute to more profits in the coming Quarter of Nov16-Jan17.

The co are not only into construction. The company's 60% owned subsidiary Bongaman Solo Sdn Bhd owns about 395 acres of Agriculture land in sabah (in the district of Papar), book value Rm21.3million.... potential for property development....

It paid about 60% of earnings as dividends....last year dividend was 10 Sen Single tier...Dividend Yeld is 7.2% at current 1.39 share price

http://www.malaysiastock.biz/Company-Announcement.aspx?id=933007

Bigbull, what did you hear? :)
14/03/2017 19:33

4 Quater rolling EPS would be 13.6 Sen, assuming 4th Quarter earnings is 4.5 Sen, same as last year final quarter....What should be the PE? :)

Hohup's 18% entitlement is upon booked sales if I am not mistaken. :)

But I believe Hohup will be able to perform .... the Kulai land they got it cheap and payment is by building the training center progressively.... their BJC phase 2 Aurora place, a new block of condo on the remaining 2.75 acres of and would be launched in the 3rd Quarter and their Sabah Project near the bus terminal the 4th Quarter.

Next year the entitlements to the Park Service Apartments in BJC would be rolling in... The Mall with GDV of at least 1 billion, rm180million will go into Ho hup's coffer only upon completion or sale. If it is injected to a REIT, Hohup will then get their 18% , but have to wait till completion., maybe 2020 or 2021? The 2 hotel blocks and the 1 block of Office tower, have works been started?

More entitlements and earnings in later years... Price could move up if investors buy forward for the future earnings,perhaps post RI? :)

Haha, Jamesbond, those TP are for reference only.... I am more interested in their projected figures and then we have to make our own judgement.... Broker houses may have their own agenda or reasons for rating a company or set a TP. Some are obliged to write good reports to please their clients who may have made request...
Sometimes,we made funs of certain reports when they called foe a BUY, we said that what it meant was BYE! Haha!

Long term dump dump hold.... leave it to the Management to deliver esp F&N's 3 directors in the BOD including F&N CEO. F&N holds 27% equity.... :)

Thomas, thanks....

https://klse.i3investor.com/blogs/kenangaresearch/116005.jsp

Kenanga research Feb 17, TP 84sen

http://www.theedgemarkets.com/en/node/276881

RHB Research May 16, TP 1.20

Jamesbond, last Q Hohup's entitlement from BJC JDA was about rm19M, meant booked sales for Malton BJC mainly from the Signature Shops was in excess of 100M. Signature Shops supposed to be the jewels as far as profit contribution is concerned. But reported pittance profit of 2% net margin citing high labour and materials costs.... I actually had very high expectations of the profits on Malton's last 2 Q results as the Signature Shops with GDV of RM543 millions should have contributed handsomely. The Signature Shops are almost completed and billing should have reached 80-90%...
Hohup's earnings based on 18% GDV is actually more assured and transparent.... haha! I didn't buy back Malton I sold mainly because not satisfied and disappointed with the results... on hindsight, I forgot about the possibility of merger with WCT and Malton carried a lot of weight in the equation should there be any corporate maneuvers and its RNAV has to be reflected and brought to the negotiation table..... sorry just making a wild speculation...

RHB Research valued Malton at rm1.75 based on about 40% discount on its RNAV (making many assumption on the profits of future projects on the pipeline). There were earlier similar reports in 2014/2015 valued Malton at 1.80 and yet Malton dropped to as low as 57sen last year....

The last report I read from RHB Research about 6-9 months ago, Hohup TP was about 1.20 whereas just last month, Kenanga Research's TP was only 84sen....

I am a supporter of Hohup. I sold at the recent high and had bot back some... will accumulate.... but Malton had slipped away...too bad....

Good luck to all !

Asset play in Malton..... M&A? ...the last few Q earnings of Malton actually disappointing..... Hohup's earnings actually much better! LOL!

The company actually in a very good position to give attractive dividends. Last declared dividend in Dec 16 an paid Jan 17. At the time of declaring the interim 6 Sen dividend, 3Q results was 10.5 Sen EPS and paid 60% 6 Sen. Very hopeful of another dividend b4 AGM.... :)

1Q 2016 Q2 2016 Q3 2016. Q4 2016
Revenue 53,286. 52,737. 30,923. 64,530
PBT. 4,358. 6,075. 4,107. 10,717
Net Profit 3,312. 4,641. 2,878. 8,350
PBT % 8.18% 11.52% 13.28% 16.61%
NP % 6.22% 8.80% 9.31% 12.94%
EPS. 3.21. 4.50. 2.79. 8.09

QoQ results good when comparing consecutive Q in 2016 :)

Revenue increased in 2016... price in term of USD not as good as 2015 which is an exceptional year.... but Volume increased from 2016....and profit margins will improved with new machinery installed....
Price now not as good as in 2015 in USD... but now USD appreciated to 4.45 and volume also increased...new machinery will improve margin.....

Management is optimistic and guided that the profit is sustainable in 2017 as reported in the last Q report...

Those buyers parked at lower prices total at least 1 million shares as shown and many more millions as not shown...... if all bitting up the prices.... it will shoot up high....high....

Many buyers are lining up.....just need someone to lead as most had been intimidated! If the directors come out and buy and declare to Bursa.... sellers will go and hide....buyers will be marching forward...:)

Big shark please come out and SAPU! No need to put up for show at the last few seconds... at least put it up 3 minutes b4 closing as someone did and put up 50K at 1.66 today ! :)

SAPU the fake sellers! Ng Sai Bei Min! No need to give face Lah!

Fake sellers come out again, SAPU! No need to give face! Haha! :)

The plant is only running at 60-70% plant capacity..... plenty of room to ramp up the volume...

Noted buyers blocking at 165 /166....they withdrew and booked 165... 166... This is the name of the game... Big fish eats small fish.... Intimidating the small investors..... with all sorts of tricks.... haha! :)

New machinery is coming.... it will improve production efficiency for better PROFIT MARGINS. :)