Xiaoxiao

Xiaoxiao | Joined since 2014-08-12

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2015-11-26 23:51 | Report Abuse

And looks like got cheated by the commitment to pay out 6 sen per share...

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2015-11-26 23:50 | Report Abuse

This is Ubi stock. The retained profit all inside the Ubi underground. Hard to dig out and pay out.

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2015-11-25 22:02 | Report Abuse

The company got net cash of more than RM 2 per share. Imagine that you buy a share at RM 4 and actually they are putting RM 2 to work for getting the EPS of RM 0.2x, which is more than 10% yield, not so bad.

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2015-11-25 22:00 | Report Abuse

You have good reason to worry. But now the price is already 3.7x, not much to be worried. Almost at bottom already.

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2015-11-25 21:59 | Report Abuse

Next quarter will be better. They are expending overseas business and Q4 car sales is better.

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2015-11-23 21:59 | Report Abuse

Because EPS drops 50% compare with corresponding quarter of last year. Obviously, a lot of people do not see that the comprehensive EPS has actually increased due to currency translation gain from overseas operation. In short, the public is panic at the moment but the price may correct back to close to RM 4 after some people have discovered this later.

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2015-05-25 22:13 | Report Abuse

Nomad is actually a cash cow. This cannot be discovered by EPS. I can understand why someone would like to control Nomad, not just because of its management, but its ability to generate cash. You can expect more dividend in future.

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2015-05-01 00:29 | Report Abuse

Can anyone please tell me who is the biggest customer of APM? (The one that is tagged as Customer A in the Annual Report.)

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2015-02-17 21:09 | Report Abuse

I'm one of the very minor shareholder. Invest33, you need to deduct 0.60 cash/share from the 1.62 cash/share for the purchase of Gurney Resort Hotel. I'm not sure how much income / loss that this Gurney Resort Hotel will bring to Plenitude. I anticipate RM 0.03 EPS contribution from Gurney. If Gurney is not making a loss, I'm pretty confident that the share price will grow at RM 0.30 per year in the next 3 years to reach at least RM 3 in 2018.

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2015-01-01 09:51 | Report Abuse

If I'm a business owner, and not ready to get any benefit from bonus issue, I'd think of the bad sides of it. For example, shareholders may ask for more dividend after the bonus issue. If I'm not ready to do it, then I might be creating some trouble for myself for nothing. If the purpose is to get the price to reveal something that is undervalued, to make it fair to the minor shareholders, this cannot be done by giving some "support". This is how I come to a conclusion that there might be a slight increase of dividend from 8 sen per share to 10 sen per share before bonus issue or from 4 sen per share to 5 sen per share after the bonus issue.

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2015-01-01 09:41 | Report Abuse

Before 1:1 bonus issue, EPS was16 sen per share and dividend is around 8 sen per year. Latest quarterly profit is around 4.5 sen and if this is sustainable, EPS could increase to 18 sen per share. It doesn't seem that this company requires a lot of capital expenses so I think it has the potential to increase the dividend pay out. That's why I think a slight increase of dividend per share is not impossible. I believe that the management is fair and sincere to the minor shareholders. They have been trying to keep the price at a level to reveal the share's intrinsic value but not to a level distorting the value. This create opportunity for original minor shareholders to quit at a fair price if they need money and at the same time not risking new investors who buy the shares from them. Otherwise, I don't see what benefit they actually get through the bonus issue since they are not selling any. I think this show that the management is caring for minor shareholders.

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2014-12-30 21:07 | Report Abuse

Dec is going to end. Let's guess EPS for fiscal year 2015. I guess RM 0.50 per share, when the LTC comes to an end.

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2014-12-30 21:03 | Report Abuse

Hi Eftee, the effect should be neutral. Hope for higher dividend payout as it seems to me the company does not need money for capital investment. Hoping for 5 sen dividend per share or ore after the split. Projected annualized EPS base on latest quarter result is close to 9 sen per share. It should be very easy to pay 5 sen per share.

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2014-12-30 20:53 | Report Abuse

Normally, biscuit sells better during the flood.

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2014-12-30 20:51 | Report Abuse

Why unlike Tanchong, there is little research report found for APM?

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2014-12-29 18:36 | Report Abuse

Back in 2013 Plenitude planned to launch 1.27 bil GDV project in 2014. Does anyone know how many % of this plan is materialized?

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2014-12-04 18:31 | Report Abuse

Finally, today's announcement: 1:1 bonus issue ex-date 16 Dec 2014.

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2014-12-03 21:04 | Report Abuse

Earlier, I had already comment that 1 RHB share should worth 1.6 CIMB share because average ROE is now the same for both sides and RHB NAV is 1.6 times CIMB on per share basis. Merge at this price will be very fair for both sides without one taking advantage of the other. If you compare today's closing price of RHB with CIMB, it looks like the market agrees with me, After the merger, the management should be led by the most capable people from the two entities. CEO should be from RHB because we can see that RHB performs better than CIMB since a few quarters ago and that means RHB CEO has been doing better in making decisions. That's why the former CIMB CEO has taken a new role as the president to make way for this. I could be wrong but these are what I believe.

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2014-12-03 20:42 | Report Abuse

My prophecy on 20th Nov has come true for CIMB. Now, for RHB, I would like to do some refinement on my prophecy. If the merger goes with 1 RHB for 1.33 CIMB, price for RHB will go to RM 7.60. If this merger fail, then price of RHB will soar to RM 10.00. If it is at 1 RHB for 1.6x CIMB, price for RHB will go to RM 11.50. As for CIMB, if the merger fail, price should be around RM 6. As an OSK shareholder, I hope OSK to sell the RHB shares all to Aabar or EPF at least RM 10.80, which is not so fair to OSK but reasonable to everyone including the buyers. Imagine what safe investment you can get at RM 0.80 annual earning at the cost of RM 10.80? This will pass the requirement of 7% ROI in most of the investments.

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2014-11-25 22:25 | Report Abuse

Geeeeeeeeeeeeram betul

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2014-11-25 22:22 | Report Abuse

Also, I feel that the director is not sincere enough to explain the company performance in the quarter under review. Unable to compare to previous quarter just because of the financial year end changes? Lousy excuse. Why is it so difficult to write something to do some elaboration. Where is the sense of responsibility to minor shareholders? We are not monkeys, just pay out 3.5 sen without addressing minor shareholder's concern about profitability of business is not thoughtful. Please improve and be kind.

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2014-11-25 22:14 | Report Abuse

Hi Rich, what you said might be true but when I read the report it seems to me that the main cause is sharp increase of "other expenses" which the breakdown is not shown. What are these expenses for?

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2014-11-20 23:56 | Report Abuse

It would be foolish to exchange your RHB share for 1.3x CIMB share. This is because ROE of RHB is not less than CIMB now. So I think Aabar & OSK know how to do this simple maths.

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2014-11-20 23:53 | Report Abuse

If you believe me... market will rate CIMB at 5.60 and RHB at 9.10.

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2014-11-20 23:51 | Report Abuse

This is a very good quarter result. Under normal condition the price will go slightly above RM 9. It is fair to exchange 1 RHB share for 1.5 shares of CIMB or higher.

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2014-11-20 23:06 | Report Abuse

The bad point is that it is not good for a 99 year old shareholder. In contrast, it is good for those who are 10 to 20 years younger than Elsie Chua.

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2014-11-18 23:19 | Report Abuse

If the management is generous, then the 3 sen per annum from Gurney Resort may be added to the current dividend of 6 sen per annum, bringing it to a total 9 sen per annum. The management is quite conservative so it is easier for them to pay out fixed income than fluctuating or project generated income.

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2014-11-18 23:15 | Report Abuse

Special dividend is unlikely because the purchase of Gurney Resort costs 160 millions. But I agree that bonus issue after the purchase of Gurney Resort is possible. The hotel business that you mentioned is another hotel, not Gurney Resort. I anticipate the acquisition of Gurney Resort to increase annual EPS about 0.03 while reducing the cash or increasing the debt. I also think that for the coming two years annual EPS to be above 30 sen per share, base on the projects in the pipeline. My fair price tag for this counter is RM 3.50.

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2014-11-04 20:55 | Report Abuse

Selling shares is very normal but there must be a very good reason for a strong buy. What would it be?

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2014-11-04 20:53 | Report Abuse

Another driver would be the announcement of the ex-date of the bonus issue which I expect within 3 weeks from now.

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2014-11-03 20:53 | Report Abuse

With this very good quarter report I think that it is not difficult to reach RM 2.

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2014-10-27 20:21 | Report Abuse

Compare to PWRoot this is still very cheap. The dividend per share for PWRoot and Luxchem are almost the same, 8 sen per share and both business are steady. EPS also very similar, with Luxchem 3 sen per share higher than PWRoot. PWRoot is 1.70 now and therefore Luxchem should be at least 1.70 too with higher EPS.

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2014-10-19 00:08 | Report Abuse

Of course. Conflict of interest. Don't ask me should you buy or sell.

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2014-10-17 18:41 | Report Abuse

Luxchem proposed 1:1 bonus issue... ho se liao!

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2014-10-16 21:21 | Report Abuse

Well, is that possible that he actually want to sell everything to RHB as a package? If you want to marry my younger daughter, you must marry my elder daughter too.

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2014-10-09 01:00 | Report Abuse

That's is actually less than 0.2% of the profit in year 2013. Not a very big deal. The expenses to upgrade all the ATM machines could be much more than the stolen money. So it is better to keep minimum number of machines and upgrade them every year. It is not a good idea for small bank to put ATM machines everywhere because the return on investment couldn't be justified.

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2014-10-09 00:59 | Report Abuse

That's is actually less than 0.2% of the profit in year 2013. Not a very big deal. The expenses to upgrade all the ATM machines could be much more than the stolen money. So it is better to keep minimum number of machines and upgrade them every year. It is not a good idea for small bank to put ATM machines everywhere because the return on investment couldn't be justified.

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2014-10-09 00:47 | Report Abuse

I know about the 2.5 cents. When is it going to pay 25 cents? Hmmm....

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2014-10-09 00:45 | Report Abuse

anyone know whether or not Luxchem is going to benefit from GST? If 10% sales tax can be replaced by 6% GST then margin will increase, no? Can someone verify?

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2014-10-09 00:44 | Report Abuse

Axia & Iriz sales very good, expecting better next quarter report...

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2014-10-09 00:42 | Report Abuse

going to pay dividend this month...... I guess

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2014-10-08 21:46 | Report Abuse

Its Four Point Hotel shows more than 50% profit margin. If Gurney Resort Hotel do the same, it should be able to achieve above 6% ROI, which should be very good return compares to FD. The company actually makes more money than ever, but the dividend pay is not so attractive. If the board of director can "do something" for the price to reflects the value (or "to reward the shareholders" as it always sounds), then it will bring very attractive short and medium term return. Generally, it is still a jewel.

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2014-10-02 22:29 | Report Abuse

If the merger is called off, it should be a good news for RHB shareholders. Merging with CIMB is like marrying to a poor guy because NPL of CIMB is much higher. Look for other guys, such as Maybank.

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2014-09-29 23:04 | Report Abuse

I am guessing that someone is trying to distort the supply the demand. How likely is this?

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2014-09-29 23:03 | Report Abuse

Did u notice one thing in today's OSK trade: The volume to buy at higher prices are very big compares to the volume to sell at lower prices. Well, I do not know much about technical analysis but can someone who is more experienced to explain this to us?

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2014-09-25 00:01 | Report Abuse

It is close to the bottom now. Current price is attractive to everyone including the major shareholders. If they don't buy at current price, they may have to pay for higher prices to investors who really know how to buy low sell high. Do not hope the price to retreat to RM 1.75. This is because after a few months the business value has been increasing and strengthened by a good result in recent financial report. The NAV is increasing at the speed of almost RM 0.15 a year after deducting the dividend pay out. Based on these facts, it is very difficult for it to drop below RM 2.00. Those who do not want to miss the opportunities and aim to be generally right will give strong support at price slightly higher than RM 2 which makes me think that current price of RM 2.06 is already close to bottom.

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2014-09-12 23:03 | Report Abuse

If RHBCAP issue new shares at RM 9.80, that means CIMB will exchange shares with RHBCAP at RM 9.80 per share from RHBCAP. Which means OSK has an opportunity to reach RM 2.50 per share.

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2014-09-10 20:05 | Report Abuse

hahahaha huhuhuhu hihihihi, laughing all the way to the bank