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danyuenyu82 | Joined since 2015-02-05

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3 days ago | Report Abuse

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

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2 weeks ago | Report Abuse

please exchange phone numbers and keep your disputes private.

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1 month ago | Report Abuse

pang72 and dompeilee should exchange phone numbers and whatsapp each other

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1 month ago | 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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1 month ago | Report Abuse

DLSB will reach RM 80 eventually.

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

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1 month ago | Report Abuse

Dlady is Dutch. Not germany

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1 month ago | 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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1 month ago | 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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2 months ago | 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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2 months ago | 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

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2020-08-12 14:14 | Report Abuse

does anyone knows when NFCP announcement / news will be announced this year by the Gov ?

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2020-08-05 14:48 | Report Abuse

i was hoping RM1.20

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2020-08-03 17:44 | Report Abuse

its also an old report.. 2019

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2020-07-06 12:57 | Report Abuse

sosfinance.. i like it that you brought up the Dayang Rights Issue 1:10...
OCK seems to be in a very similar position and i think the price would start to climb in the next 2 months as the Q2 2020 results would be good when it release in end August. Gut feel.

putting up the link to the article you mentioned.

https://koonyewyin.com/2019/10/28/dayangs-right-issues-enticed-investors-to-buy-more-shares/#:~:text=Unfortunately%2C%20many%20shareholders%20including%20a,buy%20back%20at%20cheaper%20prices.&text=Dayang%20announced%20its%20right%20issues,price%20was%20about%2090%20sen.

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2020-07-03 11:47 | Report Abuse

seriously.. OCK should be above a 1 billion market cap company

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2020-06-02 21:05 | Report Abuse

lol... limit down......whta kind of sick joke is that...

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2020-03-12 09:37 | Report Abuse

ya lor.... hai hai... why my sam ooi and his aliran armada no do anything. or even the guys who have that 10% holding from the private placement... (they came in at RM0.60 , and now stock price below RM0.50)

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2020-03-11 15:19 | Report Abuse

am getting impatient.... aiyoh.. when OCK divest...?!?

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2020-03-10 12:12 | Report Abuse

i wonder why is ock so badly hit.... volume not high but somehow price keep falling

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2020-03-03 08:52 | Report Abuse

when the divestments ?

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2020-03-02 11:42 | Report Abuse

why the free fall ?

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2020-02-28 09:51 | Report Abuse

i'm not an expert but its non cash payment. they only made a provision for it.

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2020-02-20 10:06 | Report Abuse

best denki opening sale tomorrow, and village grocer coming in July to Subang Parade. Happy that efforts are being put in to revitalise SP.