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2015-04-18 17:49 | Report Abuse
GST前按兵不動‧首季房產交易跌6.2%
-數據反映,並沒有跡象顯示人們在消費稅實施前競相進場購買住宅產業。
-整體來說,2015年的產業市場保持偏軟。
點看全文http://biz.sinchew.com.my/node/113890
This is a clear sign of cold wind facing Mahsing. It is also one of the main reason Mahsing's price is not moving.
Anyway, based on historical trend, Mahsing is to move up 10-15% sometime in Jul/Aug when the bonus issue is to ex.
2015-04-18 15:13 | Report Abuse
Ha, thks for the good words for mudajaya. I need 100% upside to recoup loss, I see the chance for it to happen is very slim. Anyway, as I have wetted my head, have to wait till cow goes home.
2015-04-18 14:49 | Report Abuse
This is another very simple but meaningful example distinguishing good state government from the luxury watch government.
2015-04-18 14:39 | Report Abuse
Ha Ha Mr Tony: I like 10 in Dec 15 very much. But I am a bit conservative especially GTronic has run from 1+ to 6 in 2 years. Another 66%(+rm4) in 8 months would be too fantastic. I love it but I just cannot believe it.
2015-04-18 13:02 | Report Abuse
油價回升‧美延後升息‧馬幣穩步回揚
點看全文: http://biz.sinchew.com.my/node/113861
Not a favorable news for our JCY.
2015-04-18 12:58 | Report Abuse
馬幣急挫幫助不了出口,今年2月出口下跌9.7
http://opinions.sinchew.com.my/node/36208?tid=35
A bit related to JCY in unfavorable way.
2015-04-18 12:45 | Report Abuse
政治、乾旱、污染‧雪制水夢魘揮之不去http://news.sinchew.com.my/node/419611?tid=67
问题总须解决吧。实康肯定有能力提供迅速、有効又价格合理的解决方案。
2015-04-18 12:10 | Report Abuse
Wah Lao! RM10 in 8 months? Are you sure? How to get that high price? Even thought I cannot agree with you but I like your bet. I bet you win. You win, I win. Ha ha.
2015-04-18 12:02 | Report Abuse
Wow! 1.08, I Kaya loh, thks for 1.08.
2015-04-18 08:44 | Report Abuse
Ai Yoh, People also cari makan sahaja lah. Bagilah chance sikit.
2015-04-18 08:41 | Report Abuse
Mr fong7: sorry that I have different opinion from you. In fact I like right issue very much. Usually RI will be given almost 30% discount for the new share and I would apply lot of excess Right(unfortunately, only small portion would be allotted to me). Since I am invested in the company for long term with confident, why don't I invest more when 30% discount is offered.
In fact, I made good return from Mahsing mainly thru the past RIs.
2015-04-17 14:41 | Report Abuse
Thks for the good info on power plant in India. Nevertheless, this kind of info was heard many times before but it has never come true, just like "the boy who cried wolf". Extra patient is needed in this mudajaya.
2015-04-17 14:29 | Report Abuse
In fact not all analysts has quality. Some are just stealing fish from the muddy water.
2015-04-17 13:51 | Report Abuse
RenYan sifu did say that let the sweet potato grows quietly beneath the ground to its very optimum size. Occasionally, we can pluck some green leaves(4% div, bonus, discounted Right, free Wa) from the sweet potato and make it a delicious dish.
I view Mahsing has this potential.
What do you think ?
2015-04-17 13:34 | Report Abuse
Hi Work3 : Thks for the link and info.
I like this one the most : "Mah Sing’s strategic and well-planned business model and strategies have translated into a strong CAGR of 28% from year 2010–2014."
This is the testament of its excellent mgt skills and the basic for future growth.
2015-04-17 10:57 | Report Abuse
哎呀!好朋友,Padini是心中的一个痛。我还在逃避中啦。
2015-04-17 10:25 | Report Abuse
I am waiting for div for long enought already.
2015-04-17 10:19 | Report Abuse
But today I am a pure speculator loh. No Fundamental at all. Ha ha.
2015-04-17 10:16 | Report Abuse
Agree. Lately the wind is not blowing on the direction of plantation.
2015-04-17 08:06 | Report Abuse
Oh, sorry I had used the wrong word "buy". In fact I want to speculate today. Since I want to die, it is better die myself, don't pull you into the risky water.
2015-04-17 06:43 | Report Abuse
Hi lching : I have the same unfortunate observation as yours. I opine that there are more and more irresponsible and unscrupulous comments popping up too frequently, discouraging good comments. This is sign of deterioration of our education system. Sigh!
2015-04-17 06:36 | Report Abuse
Assuming Matrix's net profit is 200 million per year with 50% dividend payout. Thus 100 mil will be distributed as dividend and another 100 mil will be reserved in company which we as small shareholders can see but cannot eat. Year after year, the reserve will grow to a huge amount which is reflected as part of NTA. The company can utilize part of those reserve to distribute out as bonus share as a reward to small shareholders.
So, if we view bonus issue as the above, then bonus issue is a kind of goodies from the past profit of the company.
2015-04-16 20:38 | Report Abuse
100% agree with the golden rule in share selection of Mr Koon, that is one of the factor distinguishes successful investor from ordinary investor.
The pertinent question is that how to ensure good profit growth prospect? The biz world is naturally full of uncertainty, there is no such thing as certainty in profit, let alone profit growth. Therefore the ability of spotting company with good profit growth prospect relies on biz acumen which can be developed along biz engagement in the past of oneself.
2015-04-16 20:15 | Report Abuse
Once warrant is converted, new mother share will be issued, consequently eps will be diluted further, thus the total div received will be in fact reduced.
However the money from the wa convertion can be used to reduce loan and saving interest which indirectly increase eps. Then div will increase back.
Ai Ya, it is very complicated, why don't we just leave it to the mgt and we just sit tight tight waiting for div. cheer!
2015-04-16 19:47 | Report Abuse
Warrant is not entitled for dividend, unless it is converted to mother shares with money( exercise price).
2015-04-16 18:42 | Report Abuse
Dividend is determined by company earnings (eps) and dividend payout. After bonus issue, share base is enlarged thus eps will be reduced. IF DPO is 40%, the total dividend for us is actually the same before or after bonus issue.
2015-04-16 18:30 | Report Abuse
Yes, I agree that 1.20 is within reach soon.
Only after touching 1.30, I will consider to write back this already written off investment. It is very difficult to earn money from Trop, Sigh!
Chop Dee Da Krup.
2015-04-16 18:25 | Report Abuse
I am still keeping my big holding on JCY. Looking for another 10% upsize.
2015-04-16 18:24 | Report Abuse
I think JCY will "ding" up further as long as the broad market sustains its steam.
2015-04-16 17:50 | Report Abuse
In fact, if we see it strictly from theory perspective, bonus issue should not create any value to the company except for better liquidity only.
Free warrant is a sweetener for shareholders to participate the long term growth of the company.
If the share price adjusts downward by taking excuse from the earnings dilution from free warrant, we can receive it as a good opportunity to accumulate more. The only condition is that our confident on company earning is still intact.
Cheer!!!
2015-04-16 17:42 | Report Abuse
As long as it is a great company, short term variation on price movement is not a concern at all.
2015-04-15 20:21 | Report Abuse
Today you can have super fine dinner with shark fin rinsing mouth, lobster as appetizer, abalone as main course. Ha ha.
2015-04-15 19:29 | Report Abuse
Ai Ya, I remember that I have read the above comment which compares Matrix to Digi. What a pity that at that time I was so naive to miss the clue. Sigh.
2015-04-15 16:12 | Report Abuse
apini put in a lot of effort and patient lei.
2015-04-15 16:03 | Report Abuse
But you have pulled it wrong lah. I bot it at 1.78 on 8 Mar 2013. I sold some out at 3.50-4.80, but still keep some till now. Anyway, it is better put it low profile because when earning small from some while losing big on others.
All depends purely on Luck lah. Most importantly got chance to know great people like you and apini.
Wishing you all great luck.
2015-04-15 15:50 | Report Abuse
Hi Mr TonyLim : Nice to hear you again.
2015-04-15 15:24 | Report Abuse
apini : congra!!! Gadang is starting sending you big fortune. Huat ! Huat !
2015-04-15 13:34 | Report Abuse
In fact I am waiting for the next bear, so that I can collect many Matrix at lower price and receive high dividend every 3 months.
I opine that Matrix is a counter which we can treat it as a good shop office giving you consistent rental each 3 months.
2015-04-15 13:31 | Report Abuse
Luckily, as at today I do have some Matrix collected yrs ago.
2015-04-15 13:29 | Report Abuse
Wow, if you post the above good comment couple weeks ago, I will definitely buy more Matrix and making more paper profit.
2015-04-14 20:22 | Report Abuse
Want to earn money from Trop is a very difficult job. Indeed I strongly believe many are still losing money to Trop, me included, worst still, a big loser.
2015-04-14 20:12 | Report Abuse
RM1 is too much for me. I just need few more cents, then let others to earn till 1+.
2015-04-14 19:58 | Report Abuse
Wow! RM1 is a dream to me. Hope your wish comes true soon.
Stock: [MAHSING]: MAH SING GROUP BHD
2015-04-18 19:56 | Report Abuse
Also 4% dividend(6.5cents after bonus =8.1cents before bonus) will be ex in Sep15.