UncleFollower

Notably, most of the sale is EPF's internal manager selling. EPF's external fund managers have not budged. @Zhuge EPF selling now may not be a bad thing, I don't think they don't want to exit position, just streamlining - especially if they view external fund manager's holdings wholistically. EPF being the supplier of stock now, means when they cease selling, it will go back up very quickly

Good research calvin, but the 4% variance you mentioned is wrong. For KLK to have that 33%, u have to deduct it from LTAT's 68%. So there remains 29-30% in other hands



calvintaneng

BPLANT & KLK : A LOOK AT BOTH POSITIONS AT CURRENT CIRCUMSTANCE, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2023-10-03-story-h-218780915-BPLANT_KLK_A_LOOK_AT_BOTH_POSITIONS_AT_CURRENT_CIRCUMSTANCE_Calvin_Tan

13 hours ago

The weaker the market, the higher the likelihood LTAT proceeds with the deal. Gluck guys

1.05 quickly broken. Let's see whether this is a break below 1.00 or a rebound toward 1.05. The latter, game on.

Sentiment has turned south very quickly for everything. Previous support in a bull market may change in a bear market. AQRS illiquid and penny leading to large % change...I am not that concerned, but trying to feel how i would feel if I do nothing and this does go back down to 30c pfffff

lol no I am not thinking of revenge yet

I am hoping someone smart in public forum throws some insight, maybe. We can consider whether we are buyers if this indeed opens limit down, even if you already have shares. We can be buyers, if LTAT has good reason to reject KLK's offer, other than policitcal will - this means LTAT will get a better deal somewhere, whether it is extended to BPlant, and its minorities to be seen

On the other hand, it also shows PN's opposition did not gain traction, and if there's one thing honest he said, he said it was unexpected. So if this is political, why is PMX doing it?

https://www.freemalaysiatoday.com/category/nation/2023/10/03/clarify-if-bplant-klk-deal-is-off-says-bersatu-mp/

So the consensus is it will open limit down assuming the deal is off

Buyer KLK is willing to pay $1.55

If the deal is off, it's the seller pulling out.

Seller owns 68%.

So the seller who owns 68% refuses a $1.55 offer, and would rather see their 68% holding go limit down?

Why?

Much has been said of the political pressure. This is odd - the former education minister + some opposition MPs raised objections - but these weren't very convincing (what's the issue with 30% bumi policy when LTAT will still own 35% of BPlant after MGO). Further, Mat Hassan explained and defended the matter rather convincingly.

IF, a big IF, it isn't political pressure, this means the seller is pulling out for commercial reasons. Means they think they can have a better deal, a better structure or something like that.

So open limit down, who dares to buy?

Well said jackson, dry powder makes the killing but few, very few, myself included couldnt find the discipline to have that sizeable powder in times of need lol

Before the state elections, PMX's rhetoric was like the previous FM Guan Eng, cut cost, debt, slowdown major projects. After state elections rhetoric changed a little, going everywhere asking for investments. However...there has no mention of major infra projects - hopefully the stock market run indicates the market knows better

Appreciate the info you share w us though eddy. I for one couldn't find any info how the Peak became Puncak Tebrau, not local enough

Thank you I will try 7-11

I dont think it's over yet. It has bounced off 105/106, maybe habit cerita if there's a sharp break below. Otherwise game still on

I disagree eddy...if the sector pulls back, regardless of the PEAK, AQRS is coming down together, and vice versa. It has not yet stabilised to that level that the PEAK, or fundamentals determines share price

0.350 SQ taken out. Players still in this counter

Even tho have faith in management cant say not scared holding a large position and see it moving down w increasing volume

Phew~~~~~

If you told me in Mar/Apr Yinson and warrant would have traded side ways until now I wouldnt have believed you. Good news bad news no news, it is stable as a rock. Cute.

Where can I buy Vuse?

still strong support wor. I can't got killed by this counter before. once bitten twice shy. sim.

ATK was already a richman 19 years ago

Because most retailers sold still below current price lor, I for one couldnt hold haha



theyoungman

Why are you guys so happy to see mkt bad sentiment leh?

46 minutes ago

Top 10 shareholders hold 78.64%
Top 30 holds 84.1%

If Uncle Koon still has his Dayang $ he can easily squeeze the share to shoot up for miracle number 4 🤣

+0.96B investment properties. So 1B investment props + 1B landbank

monetary

with 1.15b landbank ksl still can maintain net cash. that's miracle no1.

Refuge in a sea of red...thank you nikicheong thank you armada

EPF's volume isnt' really affecting the share price. More like the players are taking the opportunity to move the share up and down. See if they have the bullets to push it back down to 30c, for that to happen will also need UEMS to lead the losers otherwise hard to push down la

All matched except 355 and took 360 hehe. This became one of the biggest loser in construction today. I'm not worried yet, let's see how it goes

I bought back at 375 & 365, continue to queue 355 350 and 345, goodluck 😂

I want to buy Vuse. But a quick google search and I have no idea where to buy. How.

Good Bursa's Star Investor is here. I will speculate that OTB's style, he will go long on the warrants before the mother share. Huat together let's go

Not this term, but that term when Guan Eng raised taxes and changed genting forever lol



Shines

Why blaming PH here

19 hours ago

I am holding a sizeable position here and trading a bit like from 1.06 - 1.14 so far...still like this very much. Throwing the above to forum hoping for more views cheers

The huge fees is really odd la. It's not tax efficient given that they own so much.

My concern is owners dont want to goreng this stock. They rather keep it low and privatise it.



speakup

owners taking opportunity of johor theme to goreng mah
cannot meh?
better than KSeng got landbank in Johor also cannot up. or Mphbcap got landbank in Johor also cannot up

5 hours ago

FY23 say 400M. Let's see what they do. I realised they can actually pay themselves 80-100M in fees, and we can't do anything about it.

I am heavily long this stock too. But the more I think about it the way they do things is a concern

FY22 profit before tax 217M. Ballpark figure they took 50M in fees, so you add it back pbt was around 267M, of which they took 50M. That's close to 19% of pbt, for a circa 75% controlling stake

The risk of so doing is a trend like UEMS, only go up won't come down enough, then will end up missing out

Probably just like what I do lol, I have been selling/ buying a part of it too, yet I remain very bullish on this counter. Make some extra as it consolidates, while addressing itchy finger syndrome

Bro this piece really no heart and low quality, especially the concluding statement. Try harder



Effulgence

https://klse.i3investor.com/web/blog/detail/extraordinaryyou/2023-08-05-story-h-243923557-HIBISCS_5199_High_Oil_Price_Pitiful_Share_Price

1 day ago

Of course it does...simple math u go compute urself



GrowthCapitalist


Does it mentioned, how much is the average price Dr.Ken purchased his stocks on 21st and 22nd September?

1 day ago

U sold yet Jessica?

Itchy finger



jessica8026

why EPF... sell ya?..

20 minutes ago

Still, the no dividend policy and 50M director fees will remain problems. Also the management's reluctance to deal with analysts. In short, they don't care and there's nothing minority shareholders can do

That 236 acres refer to that in Pulai only. This grossly understates KSL's johor exposure. KSL is through and through a Johor developer, then Klang. Improved connectivity to SG itself means a lot more to KSL Mall. Ordinarily it wouldn't mean much, for larger corps like SP Setia, Sunway, for instance. It's meaningful for KSL becasue it's market cap is still smallish, and the concentration in Johor exposure means the circa $100M quarterly profit could go further up. Further there's easy realisation value if they inject rental assets into a KSL REIT

Bro why you delete the post on useful information on the Peak revivial now known as Puncak Tebrau as you said, worried that too many people know and buy too much before you buy more? 🤣

Not defending KSL, but if you take 5YR avg for a Msia property counter, you will likely be misguided. That would have been among the worst 5 years in the last 2 decades. Stocks are valued on future earnings, not the past.



Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Gruesome company.

Performance Info
ROE - 5 Yr Avg
4.62
ROE - Latest FY
5.45
PX Growth Rate - 5 Yr Avg (%)
9.93
DPS Growth Rate - 5 Yr Avg (%)
NM
EPS Growth Rate - 5 Yr Avg (%)
-7.74
Latest YR D/E
0.02
NAB/Share (RM)
3.24
Latest PX / NAB
0.35

1 day ago

Too obvious isn't it, doesnt feel right lol

There'll hardly be any surprises - 29th Sep Yinson will announce another quarter of explosive earnings (yoy) because of Agogo and full recognition of Anna Nery. What'll happen to share price then?

You know with his $ and the strong fundamentals, if he wants he can actually push it to $2, or dump it to 80 cents