balvin71

balvin71 | Joined since 2013-04-25

Investing Experience Not Disclosed
Risk Profile Not Disclosed

Followers

2

Following

0

Blog Posts

0

Threads

1,156

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,156
Past 30 days
2
Past 7 days
2
Today
0

User Comments
Stock

2017-05-17 18:56 | Report Abuse

To me, results is mixed. Top line (Sales) reduced because of lower volume and ASP (Average Selling Price).

Bottom line (Profit) increased due to improved production recovery rate and lower production cost. Effectively giving better margins from efficiency in production.

Concerns: Shortage of log supply and ringgit becoming stronger.

Prospects: Margins expected to be better with continuous improvement in manufacturing efficiency and new machinerary that is able to produce products that have higher selling price and better margins.

Conclusion: Profit is most important. So can still buy.

Pls do own research. Before buying or selling.

Stock

2017-05-17 08:50 | Report Abuse

Or maybe very good. Can't decide how much extra dividend to give. :)

Stock

2017-05-17 08:12 | Report Abuse

Appreciate anyone going to the AGM can give this forum updates while it is happening.

Stock

2017-05-17 08:04 | Report Abuse

Sometimes I find forums so funny. Money is yours, buy or sell is your decision. Some people analysis, stock will go up, while other people analysis that it might go down.

Those who think stock will go up, share what they think or 'promote the stock'. Like wise, those who think otherwise, will also share their thoughts.

No need for personal attack or discredit one or the other analysis If you are buying or selling stock based on what someone is 'telling' you and you lost money, it is your own fault and you should probably not be in the market.

Stock

2017-05-16 11:25 | Report Abuse

Aiyoo....bought more at 1.65 and now down a bit. Could have bought lower :( No worries, as I expect this to go beyond RM2.20.

Stock

2017-05-14 15:54 | Report Abuse

Next few days market will be volatile, no thanks to North Korea! Otherwise, can safely say, this week stock will go up, up, up!

Stock

2017-05-14 15:52 | Report Abuse

Can sell minority, important is who has management control. If with minority, lesser investment, but have management control, also good for Geely/PSA as reduced risk. Might have option to increase ownership % later on.

On the issue 'Why buy Proton?' ASEAN market cannot be ignored by PSA or Geely. To set up factory from scratch will take 3 to 4 years. Proton Tg Malim factory is up to date with robotics. When it was opened, heard it can even make small plane. Very versatile factory. By taking over Proton, can start selling immediately, rather than waiting 3~4 years.

Additionally, sometime back, during Pak Lah time, Malaysia sign free trade agreement with Japan. By producing the car in Malaysia, can export to Japan with less restriction/taxes. Here makes sense for DRB (Malaysian company) to have majority (on paper).

Stock

2017-05-13 00:26 | Report Abuse

Got people comment this stock not exciting, not moving etc. Ask those who bought at 60~80 cents. Already making more 50% capital appreciation and also earn very good dividends these few years. To these people, this is a very exciting stock. No need to monitor. Buy & collect dividend. Capital appreciation is a bonus.

Stock

2017-05-13 00:10 | Report Abuse

Danny123, appreciate you making an effort going out there. I have not been there. Looking at google maps, I was wondering if Prudential Insurance, Zurich Insurance & VolksWagon dealer still there? If there are many empty units, to me this is an opportunity as MAA would have gotten it 'cheaper'.

Stock

2017-05-12 19:08 | Report Abuse

Rally just started and got people want to take profit. So sad. Why sell when stock going up? Sell when going down lah, not when going up. Imagine if sold or 'take profit' at 1.60 yesterday, today sure regret. Easily will go beyong RM2.00. My short term target price is 2.27. Long term can go to 3.26.

Stock

2017-05-12 11:28 | Report Abuse

I am smiling :)

Stock

2017-05-03 17:40 | Report Abuse

Dissappointed with te closing

Stock

2017-05-03 16:19 | Report Abuse

Closing above 1.46 is good...technically. Will than move towards 1.55. Once break 1.55....than fly.

Stock

2017-05-02 18:50 | Report Abuse

When going to hit my TP???

Stock

2017-04-29 20:56 | Report Abuse

Agreed. I was also upset to see that in the proposal. At least get us out of PN17 before even making the proposal. I know how I am going to vote on this one. Also, on the related party transaction, just because I am upset!

Stock

2017-04-27 11:27 | Report Abuse

Why director selling? No confidence?

Stock

2017-04-17 11:25 | Report Abuse

Collected a bit more today at 1.34

Stock

2017-04-13 08:38 | Report Abuse

2 days in a row with back to back announcements. Good things coming. Your patience will be rewarded.

Stock

2017-04-13 08:21 | Report Abuse

shareinvestor88, TP 1.00.....where did you get the news? What's the analysis behind this? If after share split or Bonus 1 for 1, than very good......just want to know where the news coming from. I bought at RM1.61....naturally, I am worried when I see this kind of comments. Please advice.

Stock

2017-04-12 08:08 | Report Abuse

Won't loose all your money, if DRB goes down, means KLSE collapsed. DRB is one of those 'too big to fail'. Gomen and banks will support all the way. The way I look at it, the down side is limited compared to the upside.

Stock

2017-04-11 15:00 | Report Abuse

Average down @ 1.34

Stock

2017-04-11 14:57 | Report Abuse

Let's see if Tabung Haji buys now.

Stock

2017-04-04 16:53 | Report Abuse

Hng33....u so lucky....I picked up at 1.38

Stock

2017-04-04 08:57 | Report Abuse

Based on helloworld and other sharing, looks like the deal is going to go thru. PM, Ministers won't comment unless got some sort of confirmation. Going forward, in the near term, share of Proton loss to DRB will be 49% or about half and improving over time (FSP won't buy if they cannot see a future profit).....with this in mind and the other positives like POS, Honda, Batu 3 land, defence contract etc. Can start accumulating. My opinion.

Stock
Stock

2017-03-23 16:44 | Report Abuse

Finally someone sell to me.

Stock

2017-03-23 11:12 | Report Abuse

Hope won't happen like last time between Proton & VW. Sticking point was VW must use "Approved Bumiputra Vendor" aka kronies rather than buying the best quality/price from the around the world. Deal fell apart at the very last minute.

Stock

2017-03-16 09:05 | Report Abuse

OMG!!! US interest rate up. Cost of financing will go up. Less people will buy RV!!! Demand from US for FLB plywood will drop!!!

Please sell, I am still waiting at 1.61.

Stock

2017-03-14 22:14 | Report Abuse

Hold till 1st Qtr report in May. This stock not for trading/short term profit.

Stock

2017-03-11 08:55 | Report Abuse

That's another RM0.02 realised profit per share!

Stock

2017-03-09 17:06 | Report Abuse

Looks like more people don't trust Dolly

Stock

2017-03-09 15:24 | Report Abuse

I am sticking to my TP of RM1.20, will re-evaluate over the weekend.

Stock

2017-03-09 15:22 | Report Abuse

Lucky I didn't trust you...Hahaha

Stock

2017-03-08 21:36 | Report Abuse

I still waiting at 1.61. Why nobody want to sell to me? Got people bluff me last week, say going to go down.

Stock

2017-03-01 21:26 | Report Abuse

Very boring, better sell......to me :)

Stock

2017-03-01 21:22 | Report Abuse

Compared to other stocks, MAA is one of the stocks I have been keeping for the longest time. In fact I have been accumulating. I am very confident it will come out of PN17 sooner or later. When it does come out of PN17, it will go up. Need to be patience. In the mean time, enjoy the dividends. With all the dividends, at the current price, already made good returns. But I feel can easily make another 50% from current levels.

Stock

2017-03-01 16:11 | Report Abuse

Yes, my guess too, they need to have a proposal to buy biz before the AGM....otherwise answerable to Shareholders.

Stock

2017-03-01 08:37 | Report Abuse

Bigwater Sifu, Good news, maybe today I can collect at 1.61. Tq.

Stock

2017-02-28 22:09 | Report Abuse

He didn't mention this quarter will be bad and the future after that looks good. Your money, you decide.

Stock

2017-02-28 22:08 | Report Abuse

A few months back the boss was promoting his company like crazy with interviews and news articles. At that time, I believe, he know the quarter was bad already. So, can you trust this company?

Stock

2017-02-28 20:39 | Report Abuse

End of next month got money in the bank :)

Stock

2017-02-28 20:38 | Report Abuse

Tksw sifu, when I grow up, I want to be kike you....can fly in plane...

Stock

2017-02-28 16:52 | Report Abuse

Yeah, scared before I collect some more, suddenly go up

Stock

2017-02-28 16:29 | Report Abuse

I also scared, I wait at 1.61 and nobody sell to me.

Stock

2017-02-28 12:20 | Report Abuse

Consolidating

Stock

2017-02-27 13:31 | Report Abuse

I think 1.61 has good support. If goes to 1.55, I sell everything and buy FLB.