cfoong

cfoong | Joined since 2013-09-02

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Stock

2014-09-12 08:42 | Report Abuse

U mobile is Tan Sri privated business.. BJcorp surely up when relisting of Cosway!!.. because it drops from 1.02 to 0.5+/- to date after issue of LD and warrents in April 2012. It issued to privatise Cosway whc listed in HKEX. Tht time, Cosway failed to gain a foothold in China and it forced to be privatised and change it to the Pharmacies concepts as today.. COSWAY delivers consistant net profit of approx 150mil yrly but trimming down to only 30 to 40 mil yearly during the transformation.. Foresee its profit will resume / increase in the coming 1 to 2 years when all the COSWAY outlet transformation completed.

Stock

2014-09-11 16:49 | Report Abuse

well.. to keep bullet for battle later days. perhaps it is a good move... haha.. Tan Sri Regime is strong...from Inter Pacific.

Stock

2014-09-11 16:21 | Report Abuse

Haha.. Potong Steam lo! 虎头蛇尾!:) :) :); To fight with Tan Sri Regime, where got so easy!!!!!...

Stock

2014-09-10 16:55 | Report Abuse

Trust wht u see and experienced, believe what you have done, doing and will do.... Nobody can change you... the success is ahead.... at least Tan Sri is still with us! haha! if Robin.. then it is different...

Stock

2014-09-10 11:56 | Report Abuse

LC will expire in 2015 at conversion 2LC to 1 parent; LD wil expire in 2022 at 1LD to 1parent but it has interest of RM 50 per yr. Hope this helps.

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2014-09-09 22:36 | Report Abuse

really...so sure...?

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2014-09-09 11:11 | Report Abuse

if wanna win big...and have not much patience, go HK la,,, KLSE is boring market... :)

Stock

2014-09-09 09:58 | Report Abuse

In last few months news, Tan Sri raised up tht he has submitted the application for 2nd Casino Licences of Malaysia in the Berjaya Hills Resorts. If Bjcorp secures the licences, it plans to employ 10,000 staff. Hope it will happen, perhaps it is sure having many objections from the public..

Stock

2014-09-09 08:56 | Report Abuse

tentatively, prtasco will be range bounded from 1.65 to 2.1...unless it removes the corporate exercise..then it will be possible to move up higher prices... Do remember the best parts has yet to reflect in his qtrly result... adopt both long and short term strategies... partly for short and maintain portion for long term divdien...wa...10 sen last yr...this yr est..12sen... :)

Stock

2014-09-08 23:00 | Report Abuse

e.. BJ Auto registered double of the profits...from 26 mil to 56 mil.. declared 2 sen div.

Stock

2014-09-08 22:58 | Report Abuse

I remember its shares prices also playing similar rubber movement in 2006-2007... ie..0.16 to 0.25... jump to 0.42 and drop bak to 0.26... but those who held it patiently at last was the winner... when it jumped from 0.26 to 1.02 in just 5 trading days... The reason given...was a bit ridiculous.. ie... GOLDMAN becomes substantial shareholder of it with the total held shares approx. 13%!... wuahahaha... Tan Sri, Tan Sri... Chinese say : 神出鬼没。。this is our 3395 major stakeholder.. :)

Stock

2014-09-08 14:09 | Report Abuse

Tan Sri had said bf: "he is a very patient swimmer and if the opportunity arises, he will swim into the deep blue sea from the small river... a bit of patience...la.. and good lucks to all the 3395 stakeholders includes Tan Sri as well...

Stock

2014-09-07 23:43 | Report Abuse

BJCorp dropping from 1.00 until today since it had a cash call to privatise Cosway with issue of BJCorp LD and warrants.. this happened in April 2012. I believe It will be bak to 1.00 when it relists Cosway again in one day. However, the recent developments may be likely to prompt it recovering towards higher prices... but no one can predict wht will be happening on next days (like 911 events) but if 3395 is undervalued .. it is sure tht it will bak to the optimum prices... If I m not wrong, 3395 lowest prices during Euro Crisis 2009 was around 0.48 to 0.51...as well...therefore, the spring is now on full compression and you just cannot press them much furthers...this proved by last qtrs. when it announced the impairment loss of 250 mil... and it didnt hit the prices too much...except it adjusted back to 0.47...level from 0.52...

Stock

2014-09-05 08:55 | Report Abuse

i believe BJ Corp operational profit may be likely increased this yr...because it spent approx 100 mil for COSWAY store renovation last 2 years... plus those assets disposal...i believe BJCORP profit may have big jumps in the coming 2 qtrs... Remember tht when the time he sold the KL Plaza to Pavilion for RM 426 mil in 2007... it declared a handsome special dividen of 5 sen per shares.. it may happens this round following so many disposal... BJ auto, Lands at Ulu Langat and also those TMC lifes shares... RM 1.00 not easy to pass... if near terms but...to be bak above 0.6... it is more reachable...for the coming 2 qtrs...

Stock

2014-09-05 07:49 | Report Abuse

Notice Dato Zurainah...bought LC at prices btw 0.27 to 0.285... it means she assumes parents will cross over 0.56 in one day...

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2014-09-04 11:11 | Report Abuse

kahheong...thks for the highlight...shall be thinking too much on 成功集团。。:)

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2014-09-04 11:00 | Report Abuse

成您贵言!:)

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2014-09-04 10:18 | Report Abuse

Dun hope too much prices advances from BJCorp except it may be possibly cross over 0.6...due to recently disposing of the BJ Auto in May 14..(whc shall reflect in coming Sept 14 qtrly results) and also coming Dec 2014 results (for the disposal of lands worth 743mil to Tagar)... the prices momentum is purely maintained by both transactions... Possibly also further news from the ToTo in Vietnam can acts as the boosters...

Dun forget also the NAV shows in the Annual Report has also taken into the consideration of the Non Intangible assets (mostly the value of the toto brand into account), if taken out tht...the NAV is easily drop to 0.6... BUT agree tht Tan Sri may bring in more opportunities to the grps in coming futures or disposing/listing more assets under the grps..to creates much better values to it...

Stock

2014-09-04 08:33 | Report Abuse

Let compare BjCorp with YTL, MMC and Cheong Kong of HK...as well... :)

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2014-09-04 08:31 | Report Abuse

BJCORP will look more likely as Berkshire if all its assets can generate good and consistent profits for him as wht Berkshire's holding. Currently, BJCorp is just rich with his assets whereas its profit generating capability has much more room to be improved.. I like BJCorp because i saw a gap btw its prices with the assets tht he is holding on... For management, i believe it is not much different btw the 2 because human behaviour is intended to "selfish" esp when u r in the business world.

Stock

2014-09-03 22:34 | Report Abuse

Accumulated more units for short term position at last few days at 1.63/1.64 and sold all today at 1.77... while keeping my long term position for dividen purposes.. ..haha.. strike again...!

Stock

2014-09-03 08:09 | Report Abuse

Ironbull, we are jus learning and sharing... this is human's life. No "si fu " la... :)

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2014-09-02 13:53 | Report Abuse

Foresee its P&L will be stagnant for at least 4 to 6 qtrs..esp looking at the increase of the raw materials prices (coffee), coming GST and recently poor response of its F&B in China... temporarily quit from OLD Town...but suerely i will be bak to it in one day.. see u again..

Stock

2014-09-02 13:32 | Report Abuse

I bought at 0.26 back dated 2007 and cash out while it reaches 0.86... and then bought at 1.03 but when it reaches all time high of 1.86, i didnt sell...and end up forced to sell it when it reaches 0.77... :)... i gradually accumulate again around 0.485 to 0.51... but in 2007, i bought in BJ Land tht time, it shot all time high from 3.15 to 6.6...and i sold all at 5.45... consider still make some handsome gain so far with BJ group of companies... and i bought a condo af tht...using most of his gain... appreciation to Tan Sri... i own both BJ Corp and BJ Corp-LD now...(LD yield 7% annually now)..

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2014-09-02 09:38 | Report Abuse

Haha.. Tan sri...said he is a good and patient swimmer.. if there hav any opportunities to swim into the sea, he will do it in one day... refer to his speech during losing of the sports betting licence in 2010.

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2014-08-29 08:06 | Report Abuse

Remember tht time it reported good profit in 2013..its shares prices went up only from 3.62 to 3.74....and soon retreat to 3.50/3.55 before going up again...and gradually reaching 4.60++ now.. I saw MNRB ... the image which is similar to PGas or Pet Dagangan...which the prices stagnant at 7.00 and 9.90 for quite some times...at one level but it will be moving up finally... Patience... esp MNRB is undervalued...from its NAV and PE.. altough div yield this years reducing substantially..

Stock

2014-08-28 23:19 | Report Abuse

price below equal to 1.65 or below is safer... 1) Private Placement can be done when the prices is equal or over 1.65... 2) Issue of 10 to 1 warrants with expiry of 5 yrs term at execution prices of 2.00... Those prices can be used as benchmark..

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2014-08-28 16:44 | Report Abuse

NAV=0.8, The Price also 0.8 now... time to BUY!

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2014-08-28 16:24 | Report Abuse

Ask ourselves wht the company still have bright future, if yes...holding it.. if no, quit immediately.

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2014-08-27 23:38 | Report Abuse

In view of the recent increase in cost of doing bisnes, Old Town performance is satisfactory.

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2014-08-27 23:34 | Report Abuse

If 3395 move up to 70.. 3395LD will be upto 90 approx... unless it trade below 65... then it will be not much earning unless you hold many units... in view of only 15sen gain... ie 100 (100k unit) x 150 = 15000.. It is brighter than before because of his subsidiaries hav reached the all time high recently...

Stock

2014-08-27 23:11 | Report Abuse

As far as it is still low in his evaluation, it will be worth to hold on.. It is usual for the insurance bisnes for having inconsistency of profit over the period of times.. let look at Berkshire's Geico...it is same...because it depends on the compensation payout...

News & Blogs

2014-08-27 09:06 | Report Abuse

Although it is asset rich but its P&L is far too fluactuated when comparing to other conglomerates like Cheong Kong (HK), Berkshire Htaway (US) and even YTL Corp... Therefore, its prices hav been stagnant at this level..for quite a long period...and depreciated over last 3 years from 1.00 to 0.5/0.46..

Stock

2014-08-27 00:30 | Report Abuse

The dropping may due to the political tussle happening in Selangor...

Stock

2014-08-26 10:16 | Report Abuse

tht's why i invest mostly in 3395LD and some in 3395 parents... wht Tan Sri wanna let his mother going up or no... i will at least earn the RM50 for the LD for yrs... :)

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2014-06-03 13:47 | Report Abuse

if using Buffets ways on this...he would like to buy back when his company share prices at 10% + or minus of the NAV, BJCORP is closed to 2.1 times well below the NAV.. Both of them also shareholding company... The only things difference is Berkshire cash rich and having approx 15 bil NP company... but...BJCORP is only asset rich...but his assets wont generate much profit as Berkshire's doing...

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2014-06-03 09:44 | Report Abuse

2010 Rev : 6,757,534K; 2013: 7,376,047K... you read wrongly..tht one is 2,435,545K in USD...

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2014-06-03 09:16 | Report Abuse

Refer to Euro Crisis in 2009, Bjcorp lowest prices is around 0.48 and 0.49... although there are conversion of Bjcorp LC and also in 2012..there are 1 free warants cum 1 Bjcorp LD...but all of these issue, the investors ar putting their blood into it... although the bisnes of Bjcorp is growing since 2009... but his prices remains at 2009 euro crisis level.... For me, Bjcorp is a luxuries bungalow.. if you rent it out, it wont give you a handsome rental but if he unlock it by either direct selling those asset at the right prices or listed it at the handsome prices (like BJ AUTO)... it may create values to the shareholdes...but it depends Tan Sri family wanna share those good things with the minority...?

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2013-09-03 08:46 | Report Abuse

Let look at the 3395LD 12/22... Good Yield...above 7% interest per annum...