CLMT will be recognising new Rental Income from Hi-Tech Glennmarie Shah Alam logistics warehouse from Q2 FY2024 which will bring additional income and profit to CLMT

Other than that, by end year 2024, Gurney Bay should have been completed more than 50%. Unitholders shall be expecting higher CLMT share price to reflect potential value arising from the existence o Gurney Bay which will increase footfall in Gurney Plaza!

Budget 2024 could bring significant benefit to Penang especially the Monorail and LRT plan (Penang Transportation Master Plan) which will be beneficial to CLMT indirectly

Penang Industrial Master Plan has always been implemented by Penang State Government from time to time. The result will be reflected soon in the share price!

I strongly believe that CLMT Management will continue to look for more logistics warehouse as part of their Diversification Strategy in REIT.

Refer to C5 Unitholder Question: -
Has Management explored any potential logistics asset acquisition in 2023,
after completing Valdor Logistics Hub acquisition in December 2022?

We are actively looking out for acquisition opportunities in the industrial and logistics
space in key urban centres. We are also exploring built-to-suit and convert-to-suit
opportunities

There is no doubt on the leadership of the new CEO. I have faith in him and I believe new logistic warehouse will be acquired as the CLMT's goal to maximise unitholders' return via generating stable rental income

Good points about venturing into Industrial/Logistics REIT:-

1) Stable income due to higher demand as most MNC need warehouse to store their goods (example such as PKT Logistics secures logistics services partnership with Tesla Malaysia)

2) Industrial/Logistics REIT is far more better than Office REIT because most organisations start to adopt Flexi Working Arrangement which allows employees to work from home or remotely. Whereas Industrial/Logistics REIT is a must.

3) Higher NPI and Margin because lower cost is needed to maintain the warehouse

4) Higher demand for logistics services due to higher foreign investment in area like Penang Industrial Zone, Bayan Lepas, Shah Alam, Cyberjaya and etc.

Personally, I find that the price of CLMT will slowly going up to reflect the potential value that will be unlocked via several initiatives carried out by CLMT management.

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

#CLMT
#Parkson

我的文章布光了，我很久没有联系的大学朋友也刚刚给我分享一个部落格，说什么好的介绍Lobang, 怎么知道我打开他send 来的link, 尽然是说明CLMT 和Parkson 的部落格

这个不就是我的部落格吗？怎么传播那么快？

感觉

CLMT 破60分就快了 （这个月里面应该是最快的）

Parkson 破30分也快了-（最快下个礼拜，最慢这个月里面）

我也感觉会飞了，快了

#CLMT
#Parkson

我的文章布光了，我很久没有联系的大学朋友也刚刚给我分享一个部落格，说什么好的介绍Lobang, 怎么知道我打开他send 来的link, 尽然是说明CLMT 和Parkson 的部落格

这个不就是我的部落格吗？怎么传播那么快？

感觉

CLMT 破60分就快了 （这个月里面应该是最快的）

Parkson 破30分也快了-（最快下个礼拜，最慢这个月里面）

我也感觉会飞了，快了

<Sharing from a hidden and low profile Investment Guru who does not earn from fee but earn genuinely from recovery stock>

This is how i see it from my personal opinions. Could be wrong and hope it helps -

(1) I am expecting a min of 70% stores in China to be profitable by end of 2023 compared to 40% as of end of 2022. And recovery to continue into 2024 (>70% stores to be profitable and higher net profits) with on-going optimization.

(2) We should be seeing a 3 phase journey based on available information - (a) recovery journey (turning to black and stores becomes profitable) that started in 2023 (b) stabilisation period of one year in 2024 to allow new stores to mature (one year gap in between new stores in China) and FY2024 should be seeing higher returns compared to FY2023 barring any unforeseen circumstances (c) Fully transitioned into commercial space operator within the consumer cyclical segment generating normalized earnings and excess returns. Parkson as a group turned from aggressive growth in the past to getting into going concern and getting out of it, realigned its business decisions/focusing on operational efficiencies, and here we are now in phase (a).

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

#Parkson

百盛在神州大地的发展蓝图

China ops will be the key for Parkson growth.

There's plan lined up for the next few years starting with

(1) Nanchang County, Jiangxi Province, expected to be in the fourth quarter of 2023

(2) Mianyang Fulin Parkson Plaza Co. Ltd. to open a supermarket in the fourth quarter of 2023

(3) Shanxi Parkson Retail Development Co. Ltd. to open a third store in Datong City, which is expected to be launched in the second half of 2024

(4) Mianyang Fulin Parkson Plaza Co., Ltd., to open 5th store in the first quarter of 2026

百盛的发展蓝图，还有很多。

那么多发展，百盛继续创造奇迹。

若继续爆料parkson 的宏图大志到2030年，股价都不懂会怎样呢?

To be honest, I do not intend to be selfish. The above are solid development and it reflects successful turnaround strategy carried out by the top management of Parkson

I will collect more and more.

Hopefully, the price of Parkson will go down as many take profit so that I could collect and gather for more before the price increased to or more than RM0.30 or 30 cents

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

@Why2TellMeWhy

I have been active in Parkson and CLMT since early of the year. Actively wrote article and analysis about Parkson and CLMT and MBM Resources since April 2023

If you would like to earn more, I would suggest that holding Parkson for 1-2 years, price of RM1 is not an issue at all

Next week, Parkson will be acquired by many investors, should collect more before it breaks 30 cents.

Disclaimer: - Buy sell at own risk.

https://devotee-of-john-templeton.blogspot.com/2023/09/capitaland-malaysia-trust-update-of.html

CapitaLand Malaysia Trust - Update of Progressive Recovery before the price breaks 60 cents - Will Break 60 cents after upcoming QR

The significant increase in price of CLMT is due to but is not limited to reasons as follows: -
1) Price movement upward to reflect potential increase in rental income from CLMT's newly diversified logistics REIT as a result of completion of the acquisition of Hi-com Glenmarie Industrial Park in Shah Alam which will effectively bring additional rental income to CLMT since CMRM has also secured a ten-year lease agreement with a reputable international luxury fashion retailer for the fully leased building. The lease is set to commence in the first half of 2024 and is expected to generate an annual gross rental income of RM3.5 million, offering CLMT a stable income stream and an approximate yield of 6.5%.
2) Price moved up so as to reflect the fair value of CLMT which is significantly UNDERVALUED at this juncture. Price increase is also important as it will reflect the KPI of the CEO. It is common that shareholders will be willing to buy more and slowly push the price up so as to reflect their confidence in the leadership of the new CEO
3) Acquisition of CLMT by institutional investors such as EPF and KWAP
For your information EPF has been acquiring CLMT non-stop since 30 June 2023!
For your information again, KWAP has started collecting CLMT on 30 August 2023!
4) Share price of CLMT will move in anticipation of the completion of GURNEY BAY together with
- Penang Tourism Master Plan ---------- > GURNEY BAY; this will attract more people to come to Penang and to Gurney Area!
- Penang Industrial Master Plan ---------- > Enhancement of Assets and GDP due to high occupancy of industrial zone as a result of higher Foreign Investment notably in Bayan Lepas, Batu Kawan area; this will in turn also increase the purchasing power of Penangnites!
- Penang Transportation Master Plan ------- > Monorail and LRT plan which will enhance assets value in Penang!
DUE TO THE ABOVE CATALYST AND SOLID REASONS, I had acquired at price of RM0.540 on 1 September 2023.

I will continue to collect and buy because I am very optimistic that CLMT will break 60 cents soon right before the announcement of upcoming quarter result!


My prophecy and expectation of the price of CLMT to reflect its value due to the above plans

12 - 18 months from now (current price RM0.530 as of 29 August 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

Please revisit this link to re-evaluate on why you are part of the recovery journey for Parkson

---- > https://devotee-of-john-templeton.blogspot.com/2023/08/parkson-holdings-berhad-exceptional.html?m=1

There are many reasons on why I could foresee Parkson stock price to break 30 cents within next week

All fellow supporters of Parkson, more and more good news are coming soon!
Next week will go even higher in conjunction with more new outlets.
One of the achievements is as follows:-

Parkson Holdings Bhd's indirect unit in China, Jiangxi Parkson Shopping Centre Management Co Ltd, has entered into a 20-year tenancy agreement with Nanchang Hui Xin Industrial Co Ltd for a contract value of 70.49 million yuan (about RM45.82 million).
Jiangxi Parkson is an indirect wholly-owned subsidiary of Parkson Retail Group Ltd (PRGL), a 54.97 percent-owned subsidiary of Parkson Holdings.
PRGL, in an announcement on the Hong Kong Exchange, said the tenancy agreement will commence when the shopping centre is opened, tentatively on Oct 1, 2023 (will not be later than 31 October 2023)
According to Parkson Holdings' filing with Bursa Malaysia, Jiangxi Parkson will occupy 28,585.47 square metres of the Royal Core Plaza, located in Nanchang City.

Announcement to remind everyone ---- > https://www.klsescreener.com/v2/announcements/view/3630613

百盛入主停业三年的南昌盛汇广场，将改造成什么？
http://m.linkshop.com/bbs/show.aspx?id=1164458&from=web

Parkson Holdings Bhd said its 54.97%-owned Hong Kong-listed subsidiary Parkson Retail Group Ltd (PRGL) has entered into a 20-year tenancy agreement in respect of a property in Nanchang in China’s Jiangxi province.

In a filing with Bursa Malaysia, Parkson said the agreement was signed on Monday (Oct 31) by PRGL’s indirect wholly-owned subsidiary Jiangxi Parkson Shopping Centre Management Co Ltd, and property owner Nanchang Hui Xin Industrial Co Ltd.

The agreement is in respect of a tenancy of a lower ground floor, as well as first to fourth floors of a building with a total gross area of 28,585.47 sq metres.
The fixed monthly rental is 25 yuan (RM16) per sq metre (inclusive of tax and property management fee) and is subject to a 5% increment every three years during the term.
Parkson said the tenant would be entitled to rent-free periods for each first- to four months of the first three years within the term, totalling 12 months.

Lease agreement ----> http://www.parksongroup.com.cn/upload/202212/167203431850708200.pdf

The next catalyst to Parkson's growth and development is the outlet in Nan Chang, Jiangxi Province ! Believe or not, needless to explain, witness yourself in the earning report soon!

Parkson Jiangxi will open earliest on the National Day of the People's Republic of China, 1 Oct 2023, 南昌盛汇广场项目位于南昌县迎宾大道以东，澄湖北大道以南，由一栋集中型购物中心组成。

2016年9月，该项目正式开业，当时有快时尚品牌MJstyle、麦当劳、永辉超市、德庄火锅，以及台北k歌、越幕影城等年轻人喜爱的休闲娱乐品牌，也是莲塘片区比较好的商业。

但是自2018年开始，项目经营不善，不少品牌撤出商场，2019年停业至今。

整个项目的面积虽然不大，只有2.9万方，但规划了六层，其中地上4层和地下2层。在空间上，当时项目还打造了一个屋顶花园和2000平方米的户外休闲广场。

百盛接手后，凭借其以往的经验，大概率是百货型购物中心，不过因为其招商实力值得信赖，加上物业并不老旧，后期改造的期待值还是挺大的。

此外，这个项目紧邻南昌地铁3号线沥山站1号口，交通便捷，有一定的引流空间。

在接下盛汇广场后，百盛在南昌的商业项目也将达到3个。在运营的百盛优客城市广场，位于南昌市老城区青山湖区恒茂梦时代广场，也是重新改造的项目。

we shall be witnessing the glorios moment of Parkson group together

I asked my Chinese friend in china

they told me parkson has done significant improvement as compared to precovid

finger crossed and looking forward to more opening of productive and value added outlets

For those who do not know how to elect for DRIP,

see

https://devotee-of-john-templeton.blogspot.com/2023/09/how-to-enrol-in-drip-part-2-capitaland.html

https://devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-1-penang.html

我早在8月24日利用经济原理推算槟城的发展走向，结果给我算准了。

这个大好消息，将是为CLMT 注入更大的希望，更大的CATALYST

1）Gurney Bay （Penang Tourism Master Plan)

2）Penang Transportation Master Plan

3）Penang Industrial Master Plan

The development of the above plans will be a great catalyst to development and business of CLMT especially CLMT has (1) Gurney Plaza; (2) Queensbay Mall; and (3) Valdor Logistics Warehouse

FYI, CLMT has already started its REIT diversification. At present, CLMT has Valdor Logistic and Glenmarie Hi-tech Business Park (another warehouse in Shah Alam). As per CEO, the plan will continue!

The above plan will help to promote Penang Tourism as well as its Industrial Expansion Plan which will be beneficial to CLMT. This includes but does not limit to resources optimisation and asset value enhancement in Penang

My prophecy and expectation of the price of CLMT to reflect its value due to the above plans

12 - 18 months from now (current price RM0.530 as of 29 August 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

Update of progress for your information

CLMT will be doing well soon upon completion of Gurney Bay

devotee-of-john-templeton.blogspot.com/2023/08/clmt-progress-of-gurney-bay-phase-1.html

devotee-of-john-templeton.blogspot.com/2023/08/parkson-holdings-berhad-exceptional.html

If you are thinking that performance of PHB is bad in Q2 FY2023, I guess that you have not looked into details and analyse performance fairly by removing (1) Special Item; (2) Abnormal or Exceptional Item; (3) Non-Recurring Items; (4) Non-Cash items

You will be impressed that based on analysis,

Normalised Operating Profit Margin

Normalised PBT Margin

Normalised PAT Margin

Normalised EBITDA

for 30 June 2023 are EXCEPTIONALLY GOOD and IMPRESSIVE



Even if you are not convinced with the above, you may refer to Segmental Performace Review, you will be impressed that PHB was doing very well

Retail Revenue in totality is slightly lower than Q1 FY2023 but Retail Profit for Malaysia and China shows improvement.

Significant Improvement in CHINA!



As I have no time to analyse in detail every single ratio or numbers, I had decided to analyse only significant indicators which are more than sufficient for investors to gauge understanding at a glimpse!

I always believe that interpreting FS as an investor, you should exclude all abnormal items and put yourself in a shoe of a buyer of a big business or what you expect a M&A expert in buyer side will do for you!

very very very HOSEH

Personally, I would expect CLMT price to go up to ONE Ringgit within 12-18 months from now! The reason is due to Catalyst of CLMT - Gurney Bay (formerly known as Gurney Wharf) + Certain Unitholders' Plan of Proposing to CLMT to acquire Gurney Paragon from Hunza. You may refer to my Blog to have an overview of Gurney Bay and Proposal of Acquiring Gurney Paragon to form SYNERGY. Gurney Bay will be completed in year2025. So Personally I think that CLMT price now is super duber CHEAP. Remember, Buy or Sell at your own risk!

devotee-of-john-templeton.blogspot.com/2023/08/catalyst-of-clmt-gurney-bay-formerly.html

Many retail investors had recently written to me asking for guidance on how to register for account and enrol in DRIP

Go to my blog below
devotee-of-john-templeton.blogspot.com

look for Topic
HOW TO ENROL IN DRIP --- > CapitaLand Malaysia Trust - Income Distribution (with Dividend Re-Investment Plan) - Ex Date 18 August 2023

I invested heavily in CLMT not merely for Income Distribution

I aim for Growth and Development especially when CLMT has started to diversify its REIT to include Logistics/Industrial REITs

As per the CEO, in long run more and more Industrial Premises will be invested to generate sustainable income for CLMT

我敢预言，Perodua 会上市

pnb 需要做钱

只能上市Perodua 才能释放价值

飞了

部署更多

Perodua 上市的机会太大了

从pnb 变卖MIDF 我就看准pnb 非常缺钱

我找不到Perodua 四大股东反对Perodua 上市的理由

因为pnb 太缺钱了

等下天上掉馅饼

或许很多人对另外挂牌上市，释放价值不熟悉

我做太多这样的东西了，因为我也是有做MnA 的，这种肥肉，几乎没人会放过的

保守估计有75分

但是我觉得12个月到18个月会有1块

买CLMT 的人必须知道和接受目前

Sungei Wang, 3 Damansara ,亏钱
the mines 逐年盈利减少的问题

但是必须相信新的管理层的能力

买了qbmall, Valdor logistics warehouse 还有Glenmarie shahalam warehouse

转型成diversified REITs

怎么那么多人视而不见

还有我部落格上次分析了，NPI 已经回去year2018 and year2019了，怕股价不回去1块钱吗

怕的请走

只要这个项目的风险是你可以承担的

这个的确是no-brainer investment

可惜马股散户很多看不到那么大好河山，前景

我希望他慢一点，因为我要筹备更多钱

希望放个几十万下去

这个是稳稳赚钱的机会，你们可以继续怀疑继续想

机会不等人

https://devotee-of-john-templeton.blogspot.com/2023/08/mbm-resources-mbmr-another-potential.html ---- > ask yourself if MBMR is undervalued... ask yourself if separate listing of Perodua which is potentially carried out will be beneficial to you

Mbmr 肯定给通过的
Daihatsu
Mitsubishi

肯定会通过给Perodua 上市

合顺掌握第二国产车的38%股权，国投也直接掌握10%股权，其余股东包括MBM资源（MBMR,5983,主板消费产品服务组）、日本大发汽车（Daihatsu）和三菱集团（Mitsubishi），持股各报25%、20%和7%。

这四个大咖给通过，Perodua 一定会另外上市。

有如天降甘霖

或许天公怜悯我们，因为处处给很多人看好EV趋势，被人遗弃的蒙尘珍珠很快会发亮发光！

Hoseh 等着天上掉下馅饼

#MBMR

“国投的目标是让净有形资产达20亿令吉的第二国产车独自上市。”

我一直提倡的车股

这次真的是无心插柳柳成荫

一单Perodua 上市，我这个MBMR 也跟着飞天

而且或许接下来的股息会用未来拿Perodua 股票

以股票代表股息

爽咯

CLMT ---- > 天赐良机，天上真的掉下馅饼，今天等到了！CLMT 再次送大礼！

A very big thank to all fellow Syndicates or Sharks for triggering anxiety among some retail investors to sell CLMT share at lower price of RM0.525 - RM0.530 !

感恩今天大鳄机构们大方的丢票抛售CLMT，他们制造恐慌，很多人就将计就计，敢敢排在RM0.525, RM0.530!

One of my friends who is also an Owner of a Bursa Malaysia Listed Company in Main Board went to stock market to enjoy her shopping spree for mega sales of CLMT!

Tomorrow more and more of my comrades might be queuing to wait for mega sales again! I will be queuing at RM0.520 - RM0.525!

This explains why the trading volume for CLMT was not bad at all!

For your information, VWAP for CLMT today ---> RM0.5259 !

Let's hope that tomorrow there will be mega sales again!

There will be around 8% discount if investors opt for DRIP at price of RM0.4767 per share as per the announcement!

Please take note that you will immediately earn also once you elect for DRIP!

If you compared RM0.4767 with current share price of RM0.530, for the DRIP portion, you would have already earnt RM0.0533 which is around 11.18%

devotee-of-john-templeton.blogspot.com

DISCLAIMER:
This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

CLMT is a no-brainer investment. Later, I will continue to queue to collect discounted price stock.

我认识的一家上市公司的老板娘看了我的部落格和分析，决定明日进去市场开始收购CLMT

她也会分享给她的家族们这个成长股票，希望她排在低价，等大鳄丢票她才买

老子还是买不够，我跟她说了，别冲动慢慢排，别推太快上去。

大家就看着办吧，这个好与坏自己看了分析自己做决定

最近太忙了，等下个quarter 前，我抽时间继续分析几个不错的重点例如

1) Tenancy Profile like occupancy rate, tenant profiles, tenancy expiry trends for the next few FY, net leaseable area for the similar time frame

2) Comparison of performance with Peers

3) Analysis on whether DPU will March higher compared with FY2018/19

On top of the above, I will keep track on the development of diversification of REITs to Industrial/Logistics REITs

Rest assured, I will continue to accumulate CLMT. RM1 is attainable in my projection!

See my blog at devotee-of-john-templeton.blogspot.com

人弃我取，很多时候epf 这样做无非就是要诱惑很多新手跟着抛售票，然后股价跌很多，他们这些机构就可以买到便宜票

是金总会发亮的，我会继续买就是

我刚刚介绍mbmr 给一个大咖，她会考虑分批买进

大家散户团结一致，大鳄丢票，我们捡咯。。别怕别怕

rohank71, from what i know only bought from UMW and not MBMR

Hi Affin Investor


Please note that you need to check your email sent out by the Share Registrar on behalf of the CEO

As per the CEO's message, investors need to open an account with AFFIN (if not yet have any accounts) in order to receive the door gift of RM50.

I do not have AFFIN account and I am not convenient to open bank account. As such, AFFIN bank sent me AEON Vouchers on last Saturday.

Just received on last Saturday

Suggest more people to read through this simple analysis for quick understanding

----- > devotee-of-john-templeton.blogspot.com

No doubt that FY2023 will have good NPI which will approximate those in 2018 and 2019

When NPI increase, DPU will be increased whih in turn result in reflection of higher market value of CLMT

Agreed with you Brandon99

Very obvious those who are not confident with CLMT might not be familiar with Penang Mall or might not be travelling to Penang often

I am a Penangnite. Gurney Plaza and Queensbay Mall are 2 Top Rated malls in Penang and even well known by many tourists.

CLMT has done a good job by acquiring these 2 important malls

Paragon, 1st Avenue, Straits Quay, Sunshine ----> less attractive and can't beat these 2

Those stay near Jelutong, Gelugor and Bayan Lepas, will always go to QB mall

Whereas those from Tanjung Bunga, Feringgi and town area mostly go to Gurney Plaza

Most crowded area

Do not forget Penang GDP will be driven by more Foreign Investment such as Robert Bosch huge investment in Penang will drive development of human capital, penangnite economy which will in turn help to boost up spending power of Penangnite and from macroeconomic point of field in long run, the fair value of the 2 malls will be enahanced as well when Penang is further developed

Hi all, please see LIVE update as of today morning only ------ > devotee-of-john-templeton.blogspot.com/2023/08/top-managements-responses-to-my-queries

The top management is highly responsive!

I forwarded my insights and questions to them and within 1 day, they responded me!

It is good to have timely update that CLMT has strategised itself to venture into INDUSTRIAL/LOGISTICS REITs in which the Profit Margin is as high as 90%!

For assets in Klang Valley, the newly appointed CEO will be focusing and using Differentiation Strategy for the turnaround plan!

Hopefully, the newly appointed Singaporean CEO will bring his experience and create another Vivo City in Klang Valley!

From time to time, I will be updating everyone here because I will have timely communication with the top management from time to time. I will also be communicating with an Investment Director from Temasik Group whose portfolio in in Real Estate Investment and he is in charge of Singapore REITs! From my communication with the Expert, I will be understanding better in REITs and especially CLMT which is managed and handled by Singaporeans!

Congratulations to all who has decided and joined me in CLMT when the price was as low as around 50 cents!

devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-humble

CapitaLand Malaysia Trust (CLMT) - A Humble Recovery of A Hidden Germ after Parkson. Currently, the price of CLMT is a mega discount. If you look at NPI projected for FY2023 and FY2024, they are prudently projected and as a Penanagite, I do not foresee any big issue with Gurney Plaza, Queensbay Mall and Valdor Logistics. I trust that the next few Quarters, under the leadership of the newly appointed CEO, a Singaporean since FY2022, CLMT will humbly recover.

You can look at the NPI of the recently announced QR, a significant increase in NPI after the investment of Valdor Logistics which resulted in 90% NPI Margin and Queensbay Mall which had already covered 90% of the existing finance cost.

Kindly refer to this analysis for further understanding

I do not understand why all of you are so worried in Tunepro

For me, I will be placing my funds there and won't see price movement at all

Leave it aside for long term value investment

I won't even care even the price move up or down

Just put till end of 2023, you will be rewarded handsomely

I am busy in doing my MnA projects and will not be able to reply any questions here on time.

Have faith in Rohit or else just sell and leave

So easy..

Don't worry about Tunepro

Result will be released on 19 May 2022

So so early and I hope it is a good sign

Don't anyhow create panic selling sentiment

You won't succeed

Those who bought this counter know the business well

Come on! Look at precovid

If you said buying travelling insurance is not mandatory then tunepro will not earning any income

Then you should ask yourself, use your logical thinking, then what did tunepro earn during Pre Covid time

Furthermore precovid time was the victorious time for. Tunepro

Don't treat value investors here like 3 year old kid la

Come on...

Today people were panic selling because they have not thought out of box after the news about relaxed SOP was announced by Khairy.

You think top management has never anticipated that due to relax SOP, Covid-19 travel insurance might be not mandatory? If you think that way and with narrow mindset, then you should just sell and dump the shares.

Think bigger and aim bigger. If you think Tunepro must rely only on Covid-19 insurance to survive then you should relook Tunepro's victory in the past when there was no such thing called Covid-19 travel insurance.

Furthermore, Travel insurance covering Covid-19 is not mandatory in certain countries only

Moreover, even if insurance covering Covid-19 is not mandatory, it does not directly mean all passengers will choose not to buy the usual travel insurance and Covid-19 travel insurance at all.

And don't forget public awareness is getting higher, I do not see any direct correlation between the relaxed SOP with insurance business

Because if you relooked in the past, when there was no Covid-19, passengers with higher awareness of protection were still buying travel insurance even though it was optional.

With relaxed SOP，it is even better for Tunepro to relook its strategy to capture the existing market and penetrate new market using new and attractive insurance not limited to travel insurance and insurance covering Covid-19.

Many other initiatives could be done.

Think out of box. If not, you are welcome to dump and my group members will prepare to collect on dip.

Thank you in advance.

这个Tongher 会不会越来越好呢？

下个月5月31号，ex date for dividend 说真的15分钱非常大方了啊

会不会同时也提早declared interim dividend for FY2022呢

期待奇迹再现。蔡氏家族不错的哦

Haha, no worry about this counter

You will be surprised by their business plan very soon

For Q1, I set realistic expectation so I think Q1 result will not be good but will show slight improvement at least for the bond investment because Tunepro has restrategise its investment in bond. Slighter shorter maturity bond so that can minimise the impact from market volatility in bond market

For Q2, I will expect improvement slightly better than Q1

In a nutshell, Tunepro top management does not have silver bullet to solve all within short term.

I suggest that we stick to Rohit 3 year plan and wait to observe until 2023 to avoid big disappointment

To me, still I set realistic expectation. If qr show gradual improvement from quarter to quarter, I believe share price will go up steadily.

I would rather aim for steady growth rather than sudden spike due to market speculation by syndicates.

Still invest in undervalued stocks like Tunepro and hold for long term to aim for capital appreciation and growth in the company.

Lastly, I think we should think like Warren Buffet, we don't buy shares, we buy the business!

有些人居心不良，继续误导散户 说什么有了疫苗，有了口服疫苗，不需要旅游保险了。

但是我想问问这些人，

1）难道precovid 前，人人都不买旅游保险吗？

2）难道打了疫苗就肯定保定你坐飞机去旅游时不会中Covid-19 吗？

3）我看到的是post Covid-19 人人意识提高了，对保险的认知更高，没有mandatory 但是人人却不会因为要付一点点保险费，而选择不受保。

很多人就是居心不良，要骗散户们恐慌抛售股票，别上当啊

下个星期一，大家一起努力，期待见证奇迹，希望星期一可以闭市在股价0.460

let's witness another achievement on Monday and hopefully on next Monday, the share price could close at 0.460 at least!

together we hold long term to accompany Tunepro to fluorish

hopefully by end of this year share price could at least rise to RM0.800 or more!

买卖自负。

买卖自负啊

我还在学习，如果分析错误之处，多多指教。

我带大家赚够够钱，然后一起用Tunepro 带来的被动收入，比如股息，去荷兰旅行。

那么风景好，不错的地方哦

所以我和我组群的人敢敢重仓，有人甚至买到马币1百万以上，单单再tunepro

我们买的是未来创造的价值

Rohit 和他的团队精神，值得我们的信任

Add oil Rohit

Your hard work will be rewarded soon with good performance soon

Long term value investment is the way

Patience and trust in your leadership and business development plan is the Key!

去南极不错啊

旅费不便宜啊

记得别追高，长期持有，价值投资

肯定是王道

我非常看好Rohit and his team

his 3 year plan is challenging and attainable, and measurable

RM1 is coming soon

really soon

just have faith in them

his ideas, innovative mindset, and openness to feedback should be the positive catalyst to bring Tunepro to Glory

长期持有，不会有错

很多人看不起他，没关系，我不喜欢人多多，不喜欢羊群效应，别人舍弃，我们组群的人乐意慢慢收集，收购

保险公司的护城河非常强

Yutaka 说会荷兰，我不敢说太多，等下我被酸民攻击

midterm RM1, long term Rm2

patience and trust in Rohit leadership will result in handsome return!

My team and I really trust Rohit and his team to bring Tunepro to be better. We will provide unconditional support to them whenever needed

I have faith in them.

tunepro will go back to RM1 in foresseable future

with Rohit 3 years plan, I don't see any issue at all

to my team, we aim to hold long term and we will observe and understand from. quarter to quarter

believe me, there will be improvement, and I believe you will witness even more obvious from Q2 2022

0.440 我非常期待，然后明天继续从0.440 上到。0.500 那么我就谢天谢地

吃饭吃粥看这次了

哈哈哈啊

希望下半年再上个0.500 那么变1块钱，皆大欢喜

https://www.imoney.my/articles/travel-insurance-covid-19-coverage

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