PER just 5.7x. Annual free cash flows close to 20 sen per share. After listing of its Vietnamese subsidiary company, easily another RM300 million will add into its cash coffer.

This is only the first day of strong rebound. Media is still extremely cheap with nett cash of 18 sen and annual free cash flows of 15 sen. When it starts declaring dividends possibly at Q4 this year, this stock will be over 80 sen.

Cheapest bank stock in terms of PER or price to book value. The worst is over, Ambank trading near year low will catch up with other bank stocks like CIMB or RHB which are trading near year high.

Overbought. will correct soon

Unbelievably cheap for the most profitable chemicals company in Bursa with PER of 5.5x and free cash flows of 20 sen per year

Excellent quarterly results!! This is a cash cow company with half year operational cash flows of RM98 million. It is already in nett cash position, just imagine how much cash this company will have with free cash flows of 15 sen every year!!

Superb results with half year free cash flows of RM100 million which was used to reduce debts. In 2 years, this company will be debt free and annual free cash flows shall be over RM160 million or RM1.00 per share!!!

Dividend 20 sen then share price should be close to RM4.00

Correct. High NTA is just a paper figure. Minority shareholders are not getting any good reward in holding this stock, just a petty 2-3 sen dividend per year. Even if Inari continues to distribute the bulk of its earnings as dividends, Insas will use such dividend money on other businesses or just keep in the company. Share price will not move past 90 sen if there is no consistent higher dividend above 5.0 sen or a corporate exercise that rewards minority shareholders.

JAG's average cost of purchase for his 222m shares of Media should be around RM0.38-0.42. He may be looking at ways to increase stakes below RM0.45.

Morgan Stanley started selling from 12 April where prices were around 0.65 and the last date it announced to have sold Media shares was 1st June when the lowest price was 0.52.

Thereafter, there has been over 20m shares traded. Who was selling? and why pushing down the share price so hard?

We shall know very soon.

Nett cash of almost 20 sen and free cash flows of over 10 sen every year make it a good privatisation target. Morgan Stanley will not sell much below 50 sen. So much undervalued!

It does not matter how much value of Inari shares Insas has if it does not sell it to realise the value. It does not matter how much dividend Insas receive from Inari if it does not distribute higher dividends. It is a value trap. What do minority shareholders of Insas get? Is there any good reason for investors to buy Insas above RM0.80?