So many talking here car sales up how many %?

Brent Crude USD 65.54 up 70 sen.
https://www.bloomberg.com/energy

Local newspaper companies likely to raise cover prices
https://www.nst.com.my/business/2018/02/336973/local%C2%A0newspaper-companies-likely-raise-cover-prices

Ijok residents want developers to pay penalty fee for late delivery
https://www.nst.com.my/news/nation/2018/02/336995/ijok-residents-want-developers-pay-penalty-fee-late-delivery#cxrecs_s

Ijok residents want developers to pay penalty fee for late delivery
https://www.nst.com.my/news/nation/2018/02/336995/ijok-residents-want-developers-pay-penalty-fee-late-delivery#cxrecs_s

YOY profit down 30% where got follow Golden Rule?
https://klse.i3investor.com/servlets/stk/fin/4723.jsp

Ranhill secures RM8 mil contract to expand wastewater plant in Thailand
http://www.theedgemarkets.com/article/ranhill-secures-rm8-mil-contract-expand-wastewater-plant-thailand

Finally making profit. 20 sen possible?

Parkson's HK mall legal tussle draws to a close after settlement reached
http://www.theedgemarkets.com/article/parksons-hk-mall-legal-tussle-draws-close-after-settlement-reached

EC awards Sandakan power plant project
https://www.thestar.com.my/business/business-news/2018/02/12/ec-awards-sandakan-power-plant-project/

If follow Kenanga report final dividend 66 sen?
http://klse.i3investor.com/servlets/ptres/42591.jsp

EPF selling to pay 2017 dividend?

Avg TP 82 sen buy at 48 sen can get 71% return.

Avg TP RM 1.31 buy at 68.5 sen can get 91% return.

Agree. MIDF TP 33 sen buy at 11-11.5 sen can triple our money.

Good QR who recognise? Why selling down from IPO 1.2?

Green last 2 days who buy?

christophertopher 难怪EPF disposed.
07/02/2018 11:38

If RM 1-4 can buy why 73.5 sen cannot buy more?

UPDATE: Malaysia Sapura Energy In Talks With Advisors On Likely Listing Of E&P Arm
https://asia.nikkei.com/Markets/Nikkei-Markets/UPDATE-Malaysia-Sapura-Energy-In-Talks-With-Advisors-On-Likely-Listing-Of-E-P-Arm

Why KYY article on Nestle shooting the Roof not BAT?

Nestle is Shooting Through the Roof - Koon Yew Yin
http://klse.i3investor.com/blogs/koonyewyinblog/146022.jsp
03/02/2018 09:47

Where Nestle QR profit show increase? More like operators goreng share price is true.
https://klse.i3investor.com/servlets/stk/fin/4707.jsp

kywoo While PE ratio and Dividend yield are good general guidelines for determining which share to buy. in reality it may not always be the case. You take Nestle and BAT and compare them. BAT has a much lower PE ratio and higher Dividend yield at current price and yet is is trading at a much lower price than Nestle. In fact while Nestle price is on the increase BAT share price is on the decline since 2016. Why? It is simply that investors are not looking at historical figures but the future prospect of the company's business and profitability. For Nestle, if future profit can grow by double digits every year, then its PE ratio at current price will steadily decline and dividend payout will increase thus pushing up its dividend yield. On the other hand, investors may not see any future prospect for the tobacco business and hence they will sell off their BAT shares no matter what the historical PE may be. The other things investors are paying a heavy premium on Nestle share price are as follows; (1) a track record of ever increasing revenue and profit every year since its IPO (2) A wide range of products that have become household names and almost impossible for competitors to penetrate their market share. (3) Solid backing from a large and reputable parent company not only in areas of financing and technology but also in raw material procurement at best prices. (4) Excellent and competent management at all levels of operation in the company.

Now oil consider high so listing fetch higher price than wait oil drop below say USD 50?

Posted by spinninglotus > Jan 31, 2018 04:11 PM | Report Abuse
Oil price is the key. High oil price they list, low oil price they abandon listing. Now talk talk only la...

I thought E&P listing to reduce debts is on?

Like number(4-digit or Jackpot) buyers 99 times don't strike 100th time might be lucky?

Posted by spinninglotus > Jan 31, 2018 08:34 AM | Report Abuse
6) in a way you are right.95% of retail investors lose money, but they still invest, what do you think they should do?

Lesson learned here. When AA 80 sen must sailang all. When can get 80 sen again?

Nowadays 1 lot means 100 shares. RM 3418 excluding other charges more affordable.

Cigar smokers here? Buy BAT still cheap.

Tabung Haji also a trader. They may buy back 1.12.1.13.

TheContrarian you go buy Hengyuan on Friday. There QR very good.

Posted by TheContrarian > Jan 31, 2018 02:52 PM | Report Abuse
I wouldn't touch a huge loss making counter.

In Hengyuan case who pay for RM 12-19 for huge profit in Nov'17 QR smarter or Chinaman who pay 1.92 for loss QR?

Different people have different tastes. Hengyuan also loss making before that's why China owner bought at RM 1.92.

In short is buy.

My contrarian id is not meaning I play contra. My id means be greedy when others scared.

Posted by Ooddd > Jan 31, 2018 02:19 PM | Report Abuse
@contrarian, don't dream too far...just focus on 0.755 line now...If not, you will face serious t4 lost soon.

DRB 90 sen then now RM 2.6. If follow DRB jump Sap Nrg TP RM 2.18?

Posted by azman123 > Jan 31, 2018 01:48 PM | Report Abuse
it's either cut loss or keep until the tsunami is over
last time epf also sell drb like no tomorrow, drb bankrupt la, big loss la, ... bla bla bla
but what's the price of drb now?
but if you gonna keep, finger cross sap not going to be another seadrill

See on Friday first who is right.

Buy when down sell when up not right way to make money?

Mohd Fahmi Bin Jaes Down
31/01/2018 11:21

Gogogo like Sumatec, Perisai.

You sell I buy. PRGL up 3 sen.
https://www.bloomberg.com/quote/3368:HK

Why Brent Crude USD 70 is good for AA? Already hedge 100% for 2018?

Today bad market 800+ counters down so Vivo 13.5 sen maintain not bad.

peterchu thought that day someone said 0.14 also hard to get already ... lol
16/01/2018 11:01

Perisai(minyak play?) up 2 sen why minyak kacang Xinghe so cheap?

Xinghe also got minyak(now under play stocks).

BAT is selling in M'sia but produce from Indon(or consider import) so should gain from stronger RM.

What is cheap I buy.

M3Tech new 52 week high not XOX. Time to buy more XOX?

If WCT remain below RM 1.71(WD exercise price) who want to convert WD? Buy mother safer than WD?

Parkson bottom seems over. Time to bottom fish. The loss is mainly impairment of assets loss. Asset worth over RM 2 ie 2.24 vs share price so impairment of assets hence loss is nothing surprised. Fast why you never highlight LionInd big loss as well until beginning 2017?

AMMB Holdings - No Merger Hangover
Date: 28/08/2017

Source : HLG
Stock : AMBANK Price Target : 5.20 | Price Call : BUY
Last Price : 4.53 | Upside/Downside : +0.67 (14.79%)

Back

Highlights
Held briefing… We attended AMMB’s post-results briefing, and management clarified various issues in hands, including the scrapped merger.
Business as usual… Despite in merger discussion with RHB, AMMB delivered commendable 1Q18 results amid a quiet quarter due to Ramadhan and Hari Raya. To recap, AMMB posted results in line with HLIB and consensus with earnings growing by +1.6% YoY and +31.2% QoQ. However, this was due to partly lower than expected taxation rate of 19%.
Scrapped merger explained… AMMB refuted the claim that the merger was scrapped due to contingent liabilities. Management explained that both parties were unable to reach conclusion over various terms, among others pricing and synergies. Post-failed merger, AMMB will pursue organically its Top4 aspiration by 2020.
Clarification on contingent liabilities … It was reported in the news that AMMB is facing issue of contingent liabilities. AMMB explained that it is a norm for banks to incur certain contingent liabilities though banks are not expecting losses from these transactions. Relating to the above, AMMB incurred contingent liabilities from 2 products namely bank guarantee (BG) and letter of credit (LC). The group’s current contingent liabilities amounted to RM8.9bn (6.5% of total assets & 7.4% of total liabilities).
Broad-based income… Since Dato Sulaiman took the CEO seat, the primary objective is to grow four segments (namely wholesale banking, business banking, retail banking and general insurance) and optimize the income from wholesale banking. Such initiatives are picking up momentum whilst focus on key products namely cards and SME have already contributed to the NII growth in 1Q18.
Asset quality stills an issue… AMMB still reported net recoveries that lowered its credit cost. Management hinted that AMMB still could enjoy net recoveries throughout FY18 owing to 1-2 corporate accounts. Despite having a benign asset quality, management is watchful on corporate loans impairment. Exposure to the O&G and the commercial real estate sector stood at 2% and 8% of total gross loans.
Risks
Slower impact from de-risking of auto loan book and lower recoveries to impact bottom line.
Forecasts
Unchanged.
Rating
BUY (↔)

We feel that AMMB is showing progress towards its top 4 aspiration by 2020. SME loan spiked 19% on an annualized basis while further NIM recovery is in sight owing to gradual shift from fixed deposit into CASA. AMMB is currently trading at steep discount of 0.78 P/BV.
Valuation
Maintain our TP at RM5.20, TP was derived from GGM i) ROE of 8.8x ii) WACC of 8.9%. Maintain BUY.
Source: Hong Leong Investment Bank Research - 28 Aug 2017
https://klse.i3investor.com/servlets/ptres/41869.jsp

War OK as long not involve M'sia. Now NK war with Japan. If oil can up then better.

Beg to differ. The said CFO is now suspended. New chairman Azhar can become new CFO as well? Azhar has accountancy qualification unlike Isa or earlier acting chairman Sulaiman.