The Edge Financial Daily 1/12/2015
Insider Asia’s Stock Of The Day: HEXZA CORPORATION BHD

Fair comment. With the disposal of land and buildings, the forthcoming financial results should be much more better than the previous results. No one can say for sure about the future, but sometimes, somethings, and somehow, are predictable. I would say, this is the one. Agree?

Bye? Buy!

“好股没人炒？一般上，是的。如果累积到相当数量的票，有“有心人”要炒，那就是它要飞的时候。

不必担心你的股票会不会起，如果公司赚大钱，又派发丰厚的股息，则要买这家公司股份的人越来越多，在求过於供的情况下，股价必然上升，你自然而然就财源广进。

“有麝自然香，何必当风扬”，只要公司盈利年年上升，股价必然随之上升，那是必然的后果。 “

What JCorp gets out of privatising Kulim

http://www.thestar.com.my/Business/Business-News/2015/11/14/What-JCorp-gets-out-of-privatising-Kulim/?style=biz

Among others, lots of cash and a vast landbank

The matter would certainly be raised by shareholders in an upcoming extraordinary general meeting (EGM) by Kulim to vote on the deal.

Kulim’s board of directors have until Nov 20 to approve JCorp’s proposal at its present terms.

haha, good stock selection skill Icon888! Missed it, remember you made the 1st call few months back. Good day!

Despite the offer, I think it's still undervalued, as its land banks were valued dated back 1997/98. The offer price should be higher to reflect the current value of its land banks. It's only fair to the minority shareholders if the offer take into account of these re-valued land banks. Agree?

KULIM (MALAYSIA) BERHAD ("KULIM" OR THE "COMPANY")

PROPOSED SELECTIVE CAPITAL REDUCTION AND REPAYMENT EXERCISE PURSUANT TO SECTION 64 OF THE COMPANIES ACT, 1965

We wish to announce that the Board of Directors of Kulim (“Board”) has today received a letter from its major shareholder, Johor Corporation and parties acting in concert, requesting for the Company to undertake a selective capital reduction and repayment exercise pursuant to Section 64 of the Companies Act, 1965 (“Act”) (“Offer” or “Proposed SCR”). The Proposed SCR entails a capital repayment of the proposed cash amount of RM4.10 per ordinary share of RM0.25 each in Kulim held by the entitled shareholders of Kulim on an entitlement date to be determined later.

The Offer will remain open for the Board’s acceptance until 5.00 p.m. on 20 November 2015. The non-interested directors will deliberate on the Proposed SCR and upon consultation with an Independent Adviser to be appointed will decide on the next course of action. Accordingly, a further announcement will be made in due course.

Please refer to the letter of Offer for further details on the Proposed SCR.

This announcement is dated 5 November 2015.

Apr 13, 2015 03:07 PM | Report Abuse

Why? I bought 3, 3.05, 3.1, 3.2, 3.3 and highest 3.35 b4 ex. then 2.80, 2.7, 2.65 and now waiting for 2.60. Getting more and more attractive! Don't you think so? Why feel so........ I think it's a good opportunity to accumulate more when the price become cheaper. I believe the price is going to rebound soon. Hopefully before the release of next quarter result. See whether I'm right.

My piece of work dated back 8/04/2015

KULIM: Selling by KWAP, The Reason Why Its share price Dropped

http://klse.i3investor.com/blogs/Bugle/74354.jsp

KULIM has more than 50, 000 hectares land banks in Johor which valued mostly dated back in 1997-98.

To my knowledge, Sifu and his members have been there since n years ago. Last year high 1.6+ also didn't sell. I believe they might have bought more before and/or after the release of last quarter financial results. You and me know this is a solid counter, they know even better than us. What say you? What next?

give me give me more

some small fish grew, some small fish gone, some small fish still there;
some big fish grew bigger, some new big fish coming in, and more small fish gone.
Yes, it needs time to grow. I think not too long. Perhaps in one year will see significant changes.
Some say they wish to see crocodile to come to join the party. Coming soon!

haha, 身受同感。good writing, anyway.

yoy:
Since
Profit ^
EPS ^
NTA ^
DPS^
ROE ^
and hence
The PRICE should ^x^x^

If not in this week, then next week. If not in this year, then the following year.
Good LUCK!

Note: Bought few lots, all selling out from Maybank. Suspect the reason for the above could be due to the Expiry of KULIM-CR on 23/10/2015.

Interesting Facts:

17,409,700 shares traded on 08/10/2015
Day's Range: 2.98 - 3.07, Average Price: 2.9984, Open: 3.07, Close: 3.00, Dropped 7 cents
Total Buy Vol. (Transaction): 5434700 (234)
Total Sell Vol. (Transaction): 11974400 (430)

Q&A:
Why price dropped with relatively large number of shares traded?
Someone (or certain persons) were selling it cheap, or simply put, dumping their shares for reason(s) unknown to most of us. (Note: I think the reason why, and who, is important for next course of action).

Who buy?
KULIM (MALAYSIA) BERHAD, Shares Buy Back: 16,395,200, Min Price: 2.98, Max Price: 3.00
Why?

Who gain? Who lose? (Not important at the moment).

Just for sharing. Good luck to all!

A minority shareholder of KULIM who see value in it.

hopefully more to come. It's not easy to find a good company that consistently making profits, paying attractive dividends, has a lot of cash and financial assets, And more important, it's still undervalued by whatever yardsticks. For Hexza, this year financial performance is much more better then the previous few years. And I predict next year will be better. Buy or sell? That's your choice. Good luck!

You wrote, and with that, hopefully it will go up some. You think it will go up and should go up some more, I also think it should go up some more, but someone out there think it's still not the time yet. So the question: when? Who to drive? You or the one who said it's still not the time yet? Me? I tried just now, but I'm just a small potato. Anyway, I still believe that it should go up some more, just a matter of time. Good luck!

You wrote, and with that, hopefully it will go up some. You think it will go up and should go up some more, I also think it should go up some more, but someone out there think it's still not the time yet. So the question: when? Who to drive? You or the one who said it's still not the time yet? Me? I tried just now, but I'm just a small potato. Anyway, I still believe that it should go up some more, just a matter of time. Good luck!

Still worth to buy at current price and keep for 3-5 years, I think.

I've been following this beautiful darling few years back. You can read my earlier posting. Year-high 955 on 27-07-15, so I think it's very likely, perhaps by end of October. See whether I'm right :)

I think it's still ok to get some more at current price. What do you think?

Don't buy 1st, market no good. Let it goes down some more, then the dividend yield will look even better. The higher the dividend yield, the better for shareholders. Isn't it?

I bought some at high price and wanted to average down. Please don't promote 1st. And please don't jump my queue when the market open on next Tuesday. Tq!

got my hand burnt here. how many of you are still holding? result should out today, if not, .....haha.... Last call!!!??? Good luck!

The News: Kulim plans 2 property projects in Johor

The Link: http://www.thestar.com.my/Business/Business-News/2015/06/03/Kulim-plans-2-property-projects-in-Johor/?style=biz

The Fact: Kulim’s 2014 Annual Report: “Freehold and leasehold plantation lands of the Group have not been revalued since they were last revalued in 1997. The directors have not adopted a policy of regular revaluations of such assets and no later valuation has been recorded. As permitted under the transitional provisions of IAS 16 (Revised) Property, Plant and Equipment, these assets continue to be stated at their 1997 valuation less accumulated depreciation.” See Page 315-319 also.

The Question: What would happen if the lands were revalued? If so, when?

The Implication: EPS, NTA, ROE, DPS…..???

The Conclusion: The share price will go up!!!

* Decision making: when and at what price?

Comments welcome! Good day!

KULIM: Selling by KWAP, The Reason Why Its share price Dropped => UPDATE OF SELLING BY KWAP

http://klse.i3investor.com/blogs/Bugle/74354.jsp

Kumpulan Wang Persaraan (KWAP), for reasons unknown to most of us, has been selling down its stake to 93,888,900 [79,366,500] shares as at 03/04/2015 [18/06/2015], from 103,651,900 shares as at 5-05-2014 (Note: The highest level of shareholding was 107,351,800 on 5-02-2015).

Note: Selling about 300 lots everyday.

The Point: When will KWAP stop selling and how low the share price will go? Will the price rebound when KWAP stop selling? If so, when?

*I'ii buy, if I know the price will go up; I won't sell, even if I know the price will go down, because I believe sooner of later, the price will go back even higher than the price if I sell now. Agree?

You buy or sell?

Comments welcome! Tq!

KULIM: Selling by KWAP, The Reason Why Its share price Dropped

http://klse.i3investor.com/blogs/Bugle/74354.jsp

Just buy before the release of 1st quarter result in May and hold for special dividend of about 38 cents to be declared next year. Let's see how low KWAP want Kulim's share price to be. Perhaps, the lower the better, if you're looking to accumulate more for long-term investment.

Don't worry about the fundamentals, just the land banks alone already worth at least RM4b and the sale proceeds of RM3b from NBPOL. And who know the share price to double/triple in 3, 5, 7 years!

What's the risk? Think about it before you're thinking for the the return from your investment.

Good luck!

Disposed 08/04/2015 532,000

Disposed 08/04/2015 170,300

Disposed 09/04/2015 200,000

Disposed 10/04/2015 100,000

Total no of securities after change 89,181,500

Date of notice 17/04/2015

Why? I bought 3, 3.05, 3.1, 3.2, 3.3 and highest 3.35 b4 ex. then 2.80, 2.7, 2.65 and now waiting for 2.60. Getting more and more attractive! Don't you think so? Why feel so........ I think it's a good opportunity to accumulate more when the price become cheaper. I believe the price is going to rebound soon. Hopefully before the release of next quarter result. See whether I'm right.

"Like most investors, I frequently have difficulty to decide when to sell to make profit. The best time to sell is when I see that the company is showing reduced quarterly profit. If the company is showing increasing quarterly profit, I do not sell too early." Taken from "Basic Share Investment Philosophy"

Disposed 01/04/2015 738,600

Disposed 02/04/2015 594,500

Total no of securities after change 92,555,800

One of the very few undervalued properties stocks.

Yes, target achieved! Sold some, that profit was mine. Go up higher, that's yours. I still got some, which are all free. Good luck!

...

3. Kulim expects to realise a gain on disposal of approximately RM1.56 billion. Expect next quarter financial results will be very good!

Comments dated Mar 2, 2015. Pls refer my other comments, if you wish. Good luck!

Tq for the above-explanation. Agreed. Good luck!

Please take a look at Note A12 of the latest NOTES TO QUARTERLY REPORT ON CONSOLIDATED RESULT:

Corporate guarantees in favour of bankers for providing banking facilities to subsidiaries: RM113,764,000.00

What does it means? Shouldn't it be an issue of concern?

Looking for a justification. Tq!

yup, I've seen KWSP, KWAP, LTH, PNB (ASB, ASM, AS1M) dumping good and well-managed companies like GTRONIC, PBA, PCHEM, Bursa, etc at very cheap prices for reason unknown to us. So, I'm not surprised by the move of KWAP this time. I'm waiting for next year special dividends.

DUMPING: "A standard technical definition of dumping is the act of charging a lower price for the like goods in a foreign market than one charges for the same good in a domestic market for consumption in the home market of the exporter. This is often referred to as selling at less than "normal value" on the same level of trade in the ordinary course of trade. Under the World Trade Organization (WTO) Agreement, dumping is condemned (but is not prohibited) if it causes or threatens to cause material injury to a domestic industry in the importing country."

Perhaps the idea could also be applied in stock market. Let's see who gain and who lose?

Hey, what happened to the people who manage the Kumpulan Wang Persaraan portfolio? Almost all the selling for the past 2 weeks or so was from KWAP. Moving funds to support something else? Anyway, it's your rights to sell your share at whatever price you like. Yes, there might be some to think the way those people think, but not all and not all the time.

"You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time."

Buy more when it's cheaper? Why not?
Btw, who is selling n who is buying?
Buy quantity = sell quantity. You buy or you sell?

KULIM's share price closed 3.28 on 27-02-2015: Buy or sell?

To buy: If share price is expected to go up. Why go up?
1. Special dividend of RM0.3765 per ordinary share, from the disposal of 73,482,619 ordinary shares in New Britain Palm Oil Limited (“NBPOL”), for a disposal consideration of approximately GBP525.40 million, ex on 10/03/2015 and to be paid on 23/03/2015.
2. And there will be another special dividend of about the same amount as above to be paid next year.
3. Kulim expects to realise a gain on disposal of approximately RM1.56 billion. Expect next quarter financial results will be very good!
4. On 26 February 2015, the company announced that that the Disposal was completed on
even date, following the receipt of the Disposal Consideration from Sime Darby
Plantation. CASH GBP525.40 million @ RM 5.5 - 5.6 per Pound or about RM 3 billion!
5. (EATECH, 5259) market cap and its forthcoming 1 cents per share dividend.
6. 13,656 hectares land banks in Johor which valued mostly dated back in 1997-98.
7. Johor Corporation and its related parties portions of warrants already converted into mother shares. RM 150 million cash.
8. ...The share price is expected to go up some more on and/or before the ex-date, then adjust for the dividend, then go up some more in end of May to reflect the profit from the sale of NBPOL, then...then...then...

To sell: If share price is expected to go down. Why go down? ...To be continued...

Good luck to the shareholders of KULIM!

New Britain Palm Oil Limited
("NBPOL", the "Group" or the "Company")
UPDATE ON CASH TAKEOVER OFFER FROM SIME DARBY PLANTATION

New Britain Palm Oil Limited (LSE: NBPO; POMSoX: NBO), one of the world's largest fully integrated producers of sustainable palm oil, provides the following update regarding the cash offer by Sime Darby Plantation Sdn Bhd ("Sime Darby Plantation") for all the issued and to be issued shares in NBPOL at a price of GBP 7.15 or PGK 28.79 per share (the "Offer").

The Company notes today's Bursa Malaysia announcement by Sime Darby Plantation's ultimate parent company, Sime Darby Berhad, with respect to the level of acceptances received in response to the Offer. Following the closing of the Offer, total acceptances representing approximately 98.8% of NBPOL's voting shares have been received by Sime Darby Plantation.

The Offer consideration will be settled by 2 March 2015.

A full copy of the Bursa Malaysia announcement by Sime Darby Berhad can be downloaded at www.bursamalaysia.com.

The Company will continue to update its shareholders of any further material developments in connection with the Offer.

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12258973.html

Reference is made to the announcements dated 9 October 2014, 23 October 2014, 28 November 2014, 4 December 2014, 6 January 2015, 28 January 2015, 9 February 2015 and 18 February 2015.

On behalf of Sime Darby, Maybank Investment Bank Berhad wishes to announce that the period for shareholders of NBPOL to accept the Offer expired at 5.00 p.m. (PNG time) on 23 February 2015 for acceptances received within PNG or 1.00 p.m. (UK time) on 23 February 2015 for acceptances received within the UK (“Expiry Date”).

As at the Expiry Date, SD Plantation has received valid acceptances of the Offer in respect of 149,794,781 NBPOL Shares, representing approximately 98.8% of the existing issued ordinary share capital of NBPOL.

This announcement is dated 24 February 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1882585

18 February 2015
New Britain Palm Oil Limited
("NBPOL", the "Group" or the "Company")
UPDATE ON CASH TAKEOVER OFFER FROM SIME DARBY PLANTATION

New Britain Palm Oil Limited (LSE: NBPO; POMSoX: NBO), one of the world's largest fully integrated producers of sustainable palm oil, provides the following update regarding the cash offer by Sime Darby Plantation Sdn Bhd ("Sime Darby Plantation") for all the issued and to be issued shares in NBPOL at a price of GBP 7.15 or PGK 28.79 per share (the "Offer").

Offer Declared Unconditional

Sime Darby Plantation today declared the Offer to be free from all of the conditions specified in Section 12.1 of the Offer Document dated 23 October 2014 (as amended). The Offer is now unconditional.

The Offer will remain open until 5.00 p.m. on 23 February 2015 (PNG time) for acceptances received within Papua New Guinea or 1.00 p.m. (UK time) on 23 February 2015 for acceptances received within the United Kingdom. The Offer consideration will be settled by 2 March 2015.

A full copy of the Bursa Malaysia announcement by Sime Darby Berhad (Sime Darby Plantation's ultimate parent company) can be downloaded at www.bursamalaysia.com.

The Company will continue to update its shareholders of any further material developments in connection with the Offer.

http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/12252862.html

result is good, dividend is better, prospect is great...but......the price is a dynamic one and it's determined by factors influencing the supply and demand, ECON101. Go! Go! Go!

Date Open Range Close Change Volume
12/02/2015 0.32 0.315 - 0.32 0.32 +0.005 (1.59%) 635,000
11/02/2015 0.31 0.31 - 0.32 0.315 +0.005 (1.61%) 1,083,600
10/02/2015 0.33 0.31 - 0.335 0.31 -0.015 (4.62%) 4,200,500
09/02/2015 0.33 0.325 - 0.355 0.325 0.00 (0.00%) 7,926,300
06/02/2015 0.32 0.32 - 0.345 0.325 +0.01 (3.17%) 7,279,900

13/02/2015: To buy or to sell? That's your choice. Those have shares, wish it will go up. Those do not have shares and like to have some, wish it will go down.

So, up or down? up then down or down then up? Whatever, wish you luck!

Hexza to acquire oil power generation system for US$6m (RM21.7m)

http://www.theedgemarkets.com/my/article/hexza-acquire-oil-power-generation-system-us6m-rm217m

time to move?

What if the same incidence happened on JCY 2-3 years ago repeats again?