beluga

beluga | Joined since 2020-08-14

Investing Experience -
Risk Profile -

Followers

1

Following

0

Blog Posts

4

Threads

271

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
271
Past 30 days
1
Past 7 days
0
Today
0

User Comments
Stock

2023-06-06 15:12 | Report Abuse

maybe it's safer to buy at or below its net asset value of 3.11

Stock

2023-06-01 13:08 | Report Abuse

kenanga partly to blame. announce to the world that they want to borrow your hapseng shares and pay you 3% interest . short demand must be so big .

Stock

2023-06-01 12:03 | Report Abuse

following trend is a winner at this moment unfortunately

Stock

2023-06-01 11:49 | Report Abuse

reminds me of those glove stocks. reversion to reality

Stock

2023-05-31 15:59 | Report Abuse

@prudentinvestor. agree. keck seng is undervalued.

Stock

2023-05-31 15:12 | Report Abuse

someone go invite Mr Tong Kooi Ong to buy. need people like him to stir the public attention on how independent directors can simply approve a related party transaction. https://theedgemalaysia.com/node/668812

Stock

2023-05-31 12:22 | Report Abuse

eg. Keck Seng trades at a DISCOUNT , at half of its book value. https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=3476
Hap Seng , on the other hand trades at a PREMIUM about 1.3 times

Stock

2023-05-31 12:13 | Report Abuse

yeah book value , net asset value , net tangible assets, same meaning

Stock

2023-05-31 12:01 | Report Abuse

its book value is at RM3.11 .. its business is diversified.. such peers usually have holding company discount isn't it?

Stock

2023-05-30 10:05 | Report Abuse

hapseng still trades at a premium to its net asset value. maybe that's why those short sellers so big balls to bet against it? i would never dare to short, but also agree that when it's downtrend ... it is always downTREND... No one will know the bottom.

Stock

2023-05-30 09:58 | Report Abuse

Among all the public listed local banks (Alliance, AmBank, Affin, CIMB, Hong Leong, Maybank, Public Bank, RHB), is it fair to say BIMB is the worst managed bank? Very incompetent management RELATIVELY to the other banks. Fair or unfair statement?

Stock

2023-05-26 13:23 | Report Abuse

or is the market expecting some report from muddy waters or hindenburg research soon?

Stock

2023-05-26 13:20 | Report Abuse

received the same announcement from Kenanga when logged in. i dont own Hap Seng... but when i saw that notification, i was like omg what happen to this darling stock? thought it's solid company. is what kenanga doing is legal?

Stock

2023-05-26 12:50 | Report Abuse

good quarterly result with good profit margin despite no more asset management (sold).

Stock

2023-05-26 12:31 | Report Abuse

why not ask them to do buyback instead? company no money ka?

Stock

2023-05-26 12:30 | Report Abuse

yay. another dividend. what's not to like ? stable solid dividend.

Stock

2023-05-23 17:25 | Report Abuse

its downtrend .. no one will know how low it can get

Stock

2023-04-27 11:40 | Report Abuse

You can submit questions to the management for the upcoming AGM.

Stock

2023-04-25 14:53 | Report Abuse

SM want. DP World also want. But Sabah government want to have control of its own port. Dilemma la.

Stock

2023-04-07 13:12 | Report Abuse

did you guys receive a phone call from Boardroom Share? They called me asking if I want to take up the offer.

Stock

2022-12-14 13:38 | Report Abuse

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2658
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0012

Compare this two food ingredients manufacturing companies side by side... 3A is relatively much undervalue than AJI. I invested in 3A for their stable growth.

Stock

2022-12-13 11:52 | Report Abuse

https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2658
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0012

Compare this two food ingredients manufacturing companies side by side... 3A is relatively much undervalue than AJI. I invested in 3A for their stable growth. https://www.sssfi.com/

Stock

2022-08-18 18:09 | Report Abuse

"The revenue of the Group for the current quarter of RM165.167 million was 25.9% higher than RM131.235 million recorded in the corresponding quarter in the preceding year and was mainly due to higher average selling prices and higher quantities of products sold. However, the Group's profit before tax decreased by 15.8% to RM14.363 million from RM17.054 million and was mainly a result of higher main raw materials costs in the current quarter under review" POSITIVE : growth is strong... revenue increasing every year. NEGATIVE : costs gone higher (inflation) affecting its profit margin. Any investors that like the growth narrative should invest in this company.

Stock

2022-07-29 11:12 | Report Abuse

i find that their store n branding cannot compete with Happy Mart , Family Mart, 7 Eleven. at first i think that's just me. every individual has different taste. but when asked my friends, all view the same. But in Malaysia where 70% of population is Malay, you want to target the Malay appetite .. like TeaLive.. I guess they need to rebrand their MyNews . Even near my place , CU.... i find it can't compete with its competitors. Will this retail share price become like another Parkson?

Stock

2022-07-28 12:18 | Report Abuse

despite company losing money, the management reward themselves with bonuses. best nia ini.

Stock

2022-06-09 10:09 | Report Abuse

F&N buying Cocoaland, Wilmar should buy 3A..

Stock

2022-05-31 18:05 | Report Abuse

i think the market wants to see the company distribute its higher profits...reward its shareholders with dividend. else it's just another value trap companies. i'm still wondering why is Ah Hock in/out little bit. Just make general offer la.

Stock

2022-05-24 13:03 | Report Abuse

KNM board is now controlled by TY people. For some strange reason, TY seem to always keen in this sector. Previously, Malaysian Merchant Marine Berhad (MMM) , Trenergy Berhad, Siam Power .. Not good outcome on company level. I honestly don't know why he thinks he can turn around KNM with almost same people. I wonder if they benefited or shouldn't it be "once bitten, twice shy" case?

Stock

2022-05-24 13:00 | Report Abuse

KNM board is now controlled by TY people. For some strange reason, TY seem to always keen in this sector. Previously, Malaysian Merchant Marine Berhad (MMM) , Trenergy Berhad, Siam Power .. Not good outcome on company level. I honestly don't know why he thinks he can turn around KNM with almost same people. I wonder if they benefited or shouldn't it be "once bitten, twice shy" case?

Stock

2022-05-19 14:27 | Report Abuse

its largest shareholder need money. LTAT needs to declare dividend to its members too. Need to make everyone happy. Then election. :)

Stock

2022-05-12 11:57 | Report Abuse

Compared to ajinomoto which has about same revenue category, 3A is definitely trading at much cheaper valuation in many metrics (P/E, P/BV etc) .
https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2658
since the market does not value 3A, i think the major shareholders should privatised the company or even Wilmar can just offer wholly.

Stock

2022-05-06 12:36 | Report Abuse

Boustead should do some restructuring...demerger... like what CCM did with its subsidiary Duopharma via capital reduction, distribution and share consolidation. I believe they will do that if privatisation is off the table.

Stock

2022-04-05 16:32 | Report Abuse

yup. i agree that GE15 is coming soon and all the feel good factor.
I suspect BSTEAD or LTAT most probably will win the digital banking as well. Need to please the army too.

Stock

2022-04-05 11:36 | Report Abuse

Can someone explain what is Mr Teo Kwee Hock actually trying to achieve? Create liquidity? He has been buying/selling for the past 2 or 3 years right?

Stock

2022-04-05 10:47 | Report Abuse

the group's business in Sri Lanka will have big impairment and forex losses due to the crisis there.

Stock

2022-03-01 11:27 | Report Abuse

is it fair to say that one of the side effects of war requires many repairing on the aftermath and that uses many of chinwel's products?

Stock

2021-12-16 16:15 | Report Abuse

i believe MAA will take up the 10% of private placement. MAA definitely want to control the board. i think it's all been orchestrated from the beginning even before appearing as substantial shareholder.

Stock

2021-11-11 15:58 | Report Abuse

in fact people eat more when stuck at home. hahahaa. :P

Stock

2021-09-10 16:42 | Report Abuse

let's see if today after 5pm MAA disclose how many shares they bought on 8/9 if any.
i still firmly believe MAA will want more than 10% ... doesn't make sense to trade short term at 7% holding.

Better still, own more than 20% or if TY risk appetite is high, then make a general offer hoping to reach 51% after triggering the 33% threshold and make KNM a subsidiary of MAA .. then MAA can take over their book.

Stock

2021-09-10 12:15 | Report Abuse

EPF = OPM

Stock

2021-09-10 11:14 | Report Abuse

after reading online articles about KNM, it's so absurd to have people like LSE and family run a public listed company. Eg. charged for insider trading and even got barred by authority etc etc. so many controversy about its founder
https://www.sc.com.my/regulation/enforcement/actions/civil-actions-and-regulatory-settlements/civil-action-in-2020

I pity those of you who lost money investing in this company. At the same time I applaud you guys for able to have his cronies out of the board in the end. It is not an easy task. Impressive. Since you guys have manage to group together, I would suggest those shareholders who lost money to seek for legal advice for this injustice. I think you guys will have a very strong case to get damages from the court.

Stock

2021-09-09 17:22 | Report Abuse

MAA know they have to accumulate as much as they can from the open market before today's disclosure .... and before everyone know their intention. i hope MAA already own more than 20% and take control .

Stock

2021-09-09 17:15 | Report Abuse

https://malaysiastock.biz/Company-Announcement.aspx?id=1346849

MAA acquired only 33,000,000 shares on 7 Sep. Announcement dated 9 Sep.
Total no of securities after change 266,001,800 shares ( 8%)

Let's see how much MAA acquire on 8 Sep (yesterday where the trading volume was 800 million shares). I'm still convince MAA will increase to more than 10% and try to control the board.

Stock

2021-09-08 13:17 | Report Abuse

The most important document of this whole takeover is officially out, the Circular. If any disputes, lawsuit etc... It will refer to this Circular.

The adviser (Alliance Investment Bank) gave their opinion and recommendation. Based on Alliance IB own valuation, the estimated value per MMC Share is between RM3.32 - RM3.41