I am much more greedy on TP; no 10 no talk. Anyway my main purpose investing in MBB are for its ~6% dividend and capital reservation rather than capital gain. But I would be more than happy to see capital gain at anytime.

Contradict to your name, you sound very smart and cautious. You must be a successful investor. Must be plenty of things can be learned from you. Nice to see you. Happy investing. Hope to see again.

RM 1.00 has been repeatedly brought up for multiple times, unfortunately I have no chance to see it coming true.

I guess the upcoming qtr result would be spectacular which justifies the price run up weeks ago.

Despite seeing profit burning away each day, I am still with you. I lost direction together with MPI. I always believe its eps and dividend will grow significantly comparing to last year and these are the main reasons I hold on to it although with profit draining each day.

Anything is brewing behind Tambun? I like it.

I do not need 2.00. Once 1.80 is reached, I will return all OSK to OLH and will not come back anymore. In fact I never touch OLH's counters since day 1 I involved into Bursa. Just because personal greed for the 15 cts special div last year, I was trapped till now. Sigh!

乱讲

Official announcement on 14Mar16 retrieved from Bursa : "the DRS for the Second Interim Dividend has been fixed on 11 March 2016 at RM4.04 per share".

Is DRS worthy?
It depends on how many shares you have on your hand. If you 1000 shares only, your dividend value is RM110. Theoretically ex price is 4.88-0.11=4.77. Offer price is 4.04 for DRS which is 4.77/4.04=18% discount comparing to open market. Since your dividend value is merely 110, applying 18% on RM110, your paper benefit from DRS is RM20 which is more expensive to fee charged by most of the broker firms i.e. HL charges you RM24.
Therefore if you have 1000 shares only, subscribing DRS looks worthy in fact you are losing money RM20-RM24=-RM4. Furthermore, you will receive odd lot from DRS. You are advised to take cash dividend in this case.

If you have more than 2000 shares, DRS is something worthy.

Ex date for the "kai shui" 2.5 cts dividend has been fixed on 19Apr16. Really stingy after cheating our support for the corporate exercise last year.

Wow! Very optimistic. Good for you and good for me too if Mahsing really reaches your target price at rm4 and somehow I can wait till then. In fact I do not think I can wait till 4, I will sell even before 3. Good on you.

"Bo Ko Leng" in near term.

吉隆坡19日讯-首购族受惠激房产销售 发展商承担利息料重启, 分析员表示，政府重新批准发展商利息承担计划（简称DIBS）的可能性高，并有助提高产业销售，而林木生集团（LBS，5789，主板产业股）、UOA发展（UOADEV，5200，主板产业股）和马星集团（MAHSING，8583，主板产业股）会是大赢家。
http://www.nanyang.com/node/753309?tid=462

This might be one of the catalyst to the recent spike of share price of Tambun. What do you think ?

I listened attentively to Jack Ma's series of speaks which are free from YouTube, I found he has the very right value which is the quintessence of Confucianism albeit he was raised and is living in communist society. I would strongly recommend you to listen to the video clips available both in English and Chinese.

吉隆坡19日讯-首购族受惠激房产销售 发展商承担利息料重启, 分析员表示，政府重新批准发展商利息承担计划（简称DIBS）的可能性高，并有助提高产业销售，而林木生集团（LBS，5789，主板产业股）、UOA发展（UOADEV，5200，主板产业股）和马星集团（MAHSING，8583，主板产业股）会是大赢家。
http://www.nanyang.com/node/753309?tid=462

Please be reminded that 6.5 cts dividend has be proposed. Ex date is very likely in early September. In 6 mths, you will get 4.6%.

Yes company's fundamental is very strong especially its mgt team with swift strategies. Investing in property counter like Mahsing at the the current tough economy condition requires extra patient. I am prepare to see any upcoming quarter report with negative growth in profit and so the share price.

Please don't scare me. I have lot of Inari and Insas is the major shareholder of Inari. Naively, I do not know who is the boss of Insas.

Besides Misai Vinc. Tan, OLH is another most notorious fox in Bursa.

When he said he used his "coffin money" to buy OSK in the last meeting, he was cheating your "coffin money". I terrifically pity those old uncles and aunties who believed in him.

I couldn't agree with you more.

Any idea why Tambun ups by 9% in 2 days ?

Just because there were an interview with Boss of Mahsing on 16Mar and positive comment on property market by Affin-Hwang ?

Or it is a return of Foreign Fund buying up those high dividend and lagging behind property counters ?

I am very happy that the current rebound of Tambun has been delivering me profit, nevertheless I doubt for its sustainability amid the current strong cold wind in property market. Therefore I would hold it tightly waiting for its attractive dividend and long term rebound but not to add more at the current price.

I queue at 0.82 for few days already but no one want to sell to me. Let's wait.

Hi Tony Lim: I am fine. Thks for your greeting. I wish you the best health and luck.

From purely fundamental analysis on shares performance, I have no dispute that all calculation and numbers meeting the standard requirement as a good company for investment.

However if you are the users of its products, I afraid you will have a second thought to invest into this company, especially the big disappointment I faced on its products which were bought during the recent CNY.

Just like Proton, cheap product with compromised quality may survive for a certain period of time to certain size, but it would not grow big for long term. Quality is still the cornerstone for a success in commercial world.

Last couple weeks, RM gains a bit against usd which is not in favor to GTronic as an export oriented company. Yesterday afternoon, China released a poor set of economic data, further hurts the already dampened sentiment on semi-con industry. That's why panic selling was created in late afternoon.
Today, RHB released the latest analyst report which reiterates a buy on GTronic, which pushed the price up today.

If you care to read the announcement from the company on that afternoon itself, it had been clearly stated that only the newly constructed warehouse was on fire and most importantly Production Lines are NOT affected at all. Then after and even few days after , you are offered plenty of time to buy at 0.80-0.805.
It is people who do not understand the biz of Comfort scare to grasp the buying opportunity.
I regret that I only have limited fund collecting at 0.80.

EPS of Q3FY16=1.58cts along with the progressive commissioning of newly installed dip lines. Assume the eps would be repeated for the subsequent qtrs, the annual eps would be 6 cts.

PE 20 x = RM1.20
PE 15x = RM0.90

Great strategy. Unfortunately I do not know panamy. Good luck.

I am fine. Thks.
Running out of fund, stop trading share after the last buy on MPI at 10+.
How about you?

Thanks for your optimism and hope to see it coming true as soon as possible.

Very disappointed with the reduced dividend from 3 cts to merely 2 cts.

Management briefing for Q2FY16 was held at the end of Jan2016.

From the quarterly report on FUTURE PROSPECT (B3, page 11) : The global demand for HDD products continues to face a VERY CHALLENGING global economic environment.

"Bo Ho Sei"

Historically, the ex date will be announced in May/June and happen in early September.

The high eps of q4 is due to special gain of 29.5 mil on property investment. If taking out this one off gain, the total eps of the year is not that high at ~17 cts. Excluding the one off gain and with 40% payout, dividend 6.5 cts is a bit surprise.

Yes! 6.5 cents dividend, better than my forecast at 6 cents. Thank you Tauke Leong and his great mgt team.

Yes, Tambun will be 60 cents when KLCI drops to 830 points. The pertinent question is when will KLCI drop to 830 ???

"Big" or "Small" will be known soon. I bet for Big.
When buying at 9.60, it is a betting not investing anymore, ha! Ha!

Power: Mahsing will traditionally declare div around May and ex in sep. it is eight months to go. Based on 40% payout, estimated div would be 6 cents or slightly lower if mgt want to preserve cash in this turbulent times. Good luck.

lching: 昨天捡一点“死鸡”，希望“死鸡”是canone不是我。

I bet for good result, thus I bought again today.

Thks for the good write up. If thing goes well as the write up, 1 small car will be delivered free of charge to me from JCY. Wishing your forecast comes true.

时不与“马”。唯有痴等三年五载。

Hi lching: I don't realize MPI at 9.35 as I was too busy today. Good luck to you. I am still holding all of my MPI.
Anyway as I need to reduce my overall exposure, I sold all of my Skpres-wa at 0.83. If it drops back, I will buy back and keep till 2017.

Yes, historically Q2 result is released in Jan of each year.

星洲日報: 保成長‧不砍發展預算‧建築業穩贏不賠 2016-01-11 16:29
……雖然政府表示將對2016年預算做調整，但所有分析員都認為，政府不會削減發展開銷，無論如何，建築業都將是預算案中大贏家。………安聯星展認為捷運二線（MRT2）、輕快鐵三線（LRT3）、白沙羅—沙亞南大道（DASH）、西海岸高速大道（WCE）及新街場―淡江高架大道（SUKE）將會是政府首要保住的工程.
點看全文: http://biz.sinchew.com.my/node/129358#ixzz3x2XmUHB9

I like TP @ RM5-RM6 to sweeten my current boring no transaction days in Bursa. Sometimes day dreaming is good to keep passion alive in Bursa.

Unfortunately Mahsing makes up the heaviest weightage in my portfolio. I do not sell it because I am looking for long term recovery on property mkt and having high confident on its mgt team. Albeit its div yield is not in the highest rank i.e 6-7%, its ~4.4% yiled is still higher than FD rate and this serves as a consolation prize for my long term holding. Good luck.

低估产业股中淘宝 接近5年新低. http://www.nanyang.com/node/743098?tid=462
Mahsing is not expensive now but personally I do not view it as a good buy. There are others better bargain.

inwest88: thks for your greeting. You are a great gentleman. Wishing you a healthy and prosperous new year.