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danyuenyu82 | Joined since 2015-02-05

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3 days ago | Report Abuse

they got so many reputable partners, Sime Darby, Selangor Gov ... cant make the issue go away?

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1 week ago | Report Abuse

what is "act" rich investors ? as in pretending to be rich investors ?

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1 week ago | Report Abuse

hahah. thanks for the comfort and optimism mr. chopstick. :)

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1 week ago | Report Abuse

alternatively, they should sell more beyond just the Malaysian market. Their new facility has the capacity. Just need to further market it to other countries. Receiving foreign currency would be good as well.

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1 week ago | Report Abuse

FFB Rev is already RM800m whilst DLSB is RM1.4b. The difference is FFB took only a few years whilst DLSB has been here for decades. Hope it doesnt turn into a Nokia story , failing to innovate.

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1 week ago | Report Abuse

Why goreng next week ? Good new news ?

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2 weeks ago | Report Abuse

Farm fresh has been innovating and expanding it's product line like crazy. Don't see the same level of creativity from Dutch lady.is this a good thing or bad thing , I don't know. A wider line of products means higher wastage and may not scale., but then again it opens up the opportunity of higher margin.

I don't know to be happy or sad with FFB. Hopefully it doesn't impact Dutch lady that much since it doesn't have butter or ice cream

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1 month ago | Report Abuse

any updates from MACC which is not mainstream news ?

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1 month ago | Report Abuse

@CharlieM not unreasonable time line.. Probably a RM70 by year end is possible.

Puts is squarely on a 40x PE at a RM110m profit , annualised PAT for Q1 of RM27m which I can only expect to improve in the coming quarters.

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1 month ago | Report Abuse

who is this new investor ? cant find much information on them...

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1 month ago | Report Abuse

@Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

no point comparing with old times. Thats already 9 years ago

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1 month ago | Report Abuse

u think la how to find business with 20% margin. it wont be sustainable because everyone will be attracted to that business. There is Farm fresh now.. of course there is bound to be competition.

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2 months ago | Report Abuse

Has any research house perform a Sum of Parts valuation on Insas before ?

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2 months ago | Report Abuse

please exchange phone numbers and keep your disputes private.

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2 months ago | Report Abuse

pang72 and dompeilee should exchange phone numbers and whatsapp each other

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2024-04-23 12:02 | Report Abuse

milk prices was fluctuating during the 2020 - 2023 ,moving higher which resulted in sale of milk repricing to retailers. However, now milk prices (as a cost of goods sold) has come down a fair bit which will be positive for DLSB

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2024-04-22 15:04 | Report Abuse

DLSB will reach RM 80 eventually.

Average PE 27x X RM 190 million / 64 million shares = RM80

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2024-04-02 13:48 | Report Abuse

Dlady is Dutch. Not germany

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2024-04-01 15:18 | Report Abuse

Friesland campina being the largest shareholder focuses on dividend payouts and would maximise that. Retained earnings in DL has been building up over the pass few years as they have been paying less dividend in order to fund the new factory at Enstek. So now in its final year , dividends will start flowing again and that should be the consideration is setting a target price.

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2024-04-01 14:58 | Report Abuse

If they can profit RM150m (which is a possibility) and pays our a dividend of RM2 ( RM128 million payout). Yield it back at 2.5% will give a share price of RM80 . Even at 3% its a RM57 share price. At current prices, its a long way to go.

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2024-03-13 16:01 | Report Abuse

FFB should focus. They diversify way too much ,etc 2 ice cream brands , way too many milk brands.. margins may be fatter... but too diversified may also result in lower efficiency.

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2024-03-13 14:18 | Report Abuse

question is who is buying ?

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2023-05-10 13:12 | Report Abuse

EPF no longer substantial shareholder. Wont be able to tell anymore how much they are selling. But I suspect there is too much at stake given their average acquisition is at RM0.66 per share ( As per Bloomberg)

Agree with the dividend. Even with token dividends, its not as bad as an inconsistent payout. A telco tower business is more or less with a guaranteed cashflow. No reason why they cant pay "Some" dividends.

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2023-05-02 11:08 | Report Abuse

@jackjason I checked on the previous years and it is a recurring expense. Reading it carefully, the insurance coverage is RM10 million with the premium being RM 11,685. Not that the company paid RM10 million.

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2022-08-12 13:40 | Report Abuse

whats happenin ?

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2022-07-01 15:41 | Report Abuse

What's happening guys ? 36 ?

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2022-06-29 22:06 | Report Abuse

Anyone here knows what happened at the AGM ? looks like got some movements in the directors and audit / remuneration committee...any one got insight ?

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2022-05-06 10:53 | Report Abuse

38 cents I mean

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2022-05-06 10:52 | Report Abuse

What happened this morning ? Sell down to 36 cents

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2022-04-21 10:32 | Report Abuse

@cescloh1995 , not related to OCK. I am trying to illustrate OCK's valuation given the latest Tower transacted price.

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2022-04-20 19:52 | Report Abuse

Based on edotco's latest acquisition of the Phillipines towers at USD270k tower would put OCK's value at more than RM5 Billion. Even if I give an 80% discount (arbitrary) to the tower value, OCK should still be worth at least RM1 billion which is about RM1.xx per share... So i still dont understand why the market under values the stock

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2022-03-31 19:10 | Report Abuse

Why was EPF selling for an entire month and now started buying OCK again ?

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2022-01-28 14:08 | Report Abuse

why dropping?

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2021-11-08 09:29 | Report Abuse

Can u guys please learn to read bursa announcements instead of just looking at thread messages

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2021-11-01 21:32 | Report Abuse

So basically only one project was awarded to Redtone under Jendela 1 ? No other project awards ?

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2021-04-08 19:06 | Report Abuse

whats happening next week?

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2021-03-15 13:21 | Report Abuse

OCK didnt bid for any LSS4 projects ? Did not see their name in the award list.

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2020-12-14 15:41 | Report Abuse

every other day there is some write up on Jendela... however, all this news doesnt seem to move the stock.. i wonder why ? Are the projects going to other companies ?

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2020-12-02 12:57 | Report Abuse

please recommend misai

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2020-11-17 10:53 | Report Abuse

From day 1 , misai was always negative about the stock. now that he mentioned "time to collect", it must be time to collect

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2020-10-27 16:18 | Report Abuse

some one dump at 41 cent or what ?

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2020-10-19 16:28 | Report Abuse

what happened to OCK ?

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2020-10-14 11:17 | Report Abuse

with Bursa approval + Jendela announcement... OCK still dont want to move

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2020-10-06 17:15 | Report Abuse

when is volume coming ?

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2020-09-30 14:52 | Report Abuse

so quiet d this chat

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2020-09-18 11:17 | Report Abuse

any new news?

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2020-09-02 15:49 | Report Abuse

there is some syndicate trying to suppress the stock. No reason for ppl to be selling at this price. I wonder if they are doing it to prepare for a big jump , or they are doing this on purpose so that the warrants expires. If the latter, expect the stock price to be around this level till year end.

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2020-09-02 10:50 | Report Abuse

i'm surprised none of the banks came up with any write-ups on JENDELA