Read properly first before jumping into conclusion. The IB analysis will help.

Bcos they have in excess of 70sen a share at least in cash in their books and with no new opportunity for expansion. They should have do this earlier by giving more back to the shareholders.

11.80....lol.. New high. Going strong.

"Exit multiple reflects the challenging macroeconomic conditions. The consideration translates into a valuation/tower of c.USD70,000, which is about 30% lower than the indicative USD100,000/tower forked out in 2016 (75% stake), which valued EMM then at USD167m. The buyer is Pun Tower Investments Ltd, which is linked to the founder of Yoma Group, a Myanmar conglomerate with exposure to real estate, financial services, consumer, automotive, and heavy equipment, amongst others. Yoma was edotCo’s original strategic partner in the towerco business in Myanmar. "

https://klse.i3investor.com/web/pricetarget/research/71122

Axiata's edotco to sell Myanmar tower business for US$150 mil

https://theedgemalaysia.com/node/707012

Wow...a re-rating.....

Insurance do cover consequential loss in profit but it will take time to claim. Besides, RM400mil revenue is less than 1% of their total revenue of 53 Bil a year.

Ahh...the doomsayers are here.....

Thanks for your analysis, KimSua...

Hehe.....Kimsua. I need to see the qtrly announcement and the analysis by the IB first whether there's a re-rating on TP.

Kimsua, I too having the same dilemma ...quite tempting to ship out and place it on other units. To be or not to be....🤣

https://theedgemalaysia.com/node/699536

But there are others which have better yield than Sunreit. I'm just saying 😉

Eh...that Reit yield is not net of tax yet. I think actual net yield might be lower.

Think you should compare Maxis to CDB rather than Axiata nowadays after the merger.

Anticipating the next qtrly results and final dividend announcement...

Sheldon, if you are concern about the EPS being lower after the distribution of treasury shares, why don't you think it from the perspective that you as a shareholder, now owns more shares in the company (after share dividend) even with the lower EPS like what you said. So basically it negate the effect of dilution. We are only concern if there's new shares that's been issued, that really will dilute the EPS and thus the DPS.

Treasury shares is counted in the total number of shares that is issued. EPS is earnings over total number of shares issued. Regardless whether the shares owned by the public or by the company in the form of treasury shares, the total number of shares remain the same. Thus, the distribution of treasury shares has no effect in EPS.

Q3 has no dividend announcement.

40 million shares exchange hands between Khazanah and EPF. Don't think it's something to shout about.

7.5 mil shares cross trade during last minute.....hmm...

TNB fully recovers RM10 bil in 1H2023 ICPT costs
https://theedgemalaysia.com/node/683898

Half of Friday's volume comes during the auction period. Looks like shares exchange hands between the big players.

🙏🙏

Entitlement Type: Interim Dividend
Entitlement Date and Time: 29/09/2023 05:00 PM
Year Ending/Period Ending/Ended Date: 31/12/2023
EX Date: 27/09/2023
Payment Date: 17/10/2023

Same here. Missed out on YTLP also....:(

It's not a final court decision. There will not be any reversal on those provisions. Doubt they will reserve cash for this provision, thus unlikely there will be special dividends from it.

Good news indeed.

Hahahaha.....finally!

The buy Q's volume at 9.99 is building up. Looks like there's a potential.

This EPF really something...sell at lower prices, buy back at higher prices. 😅

Thanks, Kim Sua. Yeah, let's wait and see whether this final cog will finally fit in for it to fly. :D

Thanks, Kim Sua. Really hoping for a better dividend payout compared to the same period last year. The resistant of 9.82 has already been broken. A good sign.

Genco will only be listed within 2 years time.

Hehehe...agree. :D

Hahaha, Kim Sua. Glad to see your post again. Yeah, i have also have observed that the rally came in just tad early. Was expecting probably start to see action probably end of the week or next week. Think for the foreign funds is the right opportunity at this moment as the RM is strengthening back now. Hope to see a good qtrly results and a good DV payout. Hope to see a good rally in anticipation of those. ;-)

In 10 years time, hydrogen powered cars might be the trend... :P

Net shorts position still at 6,578,187. Same as last Friday. This week not much movement.

Glad to hear from you, TTV. Very insightful thoughts. Thanks. Will miss your regular write ups. Have been a great help.

Next month is quarterly announcement. Expect the price to slowly built up by then for the dividend announcement.

YTY the price increase woh. Last year this time, below 8. :D

Short sellers beroperasi now

Large buy q volume standing by at 9.20 level already.

End up a Doji like you expected, Kimsua. Hopefully the reversal will come. .

Easing coal price, stable demand to support TNB earnings, say analysts after tepid 1Q
https://theedgemalaysia.com/node/669125

Net Profit 931mil. EPS 17.4. Better than last qtr.

Hi Kim Sua. Certainly agree with your outlook as the positives for TNB does seems to trickle in slowly. Only thing right now is the economy, which doesn't look too good going into Q2 and maybe to Q3. Hope it doesn't downplay whatever good vibes that is coming in the market. Thanks, again, Kimsua.

Also eagerly waiting for TTV's insights. :D

Thanks for your insights, Kimsua. Have been sometime. Was waiting for your inputs. Hehe. :D

I guess most bought into position in anticipation of the quarterly results that will be announce soon. Hope to see a good report from TNB.