SUpermx Q3 slightly weak compared to same period last year. I support market is selling in anticipation that TOpGlov will be the same.

decided no. Q3 will likely be red cause ipcore recognition will probbaly only be in Q4 versus Q3 results. so we're gonna see a red quarter. hopefully fewer losses than q2. But from the looks of it, hard decisions to reduce cost of goods sold have not been made looking at the ratio between Q1 and Q2 this year.

ibhd quarterly result within next two weeks. should i or should i not buy somemore... sigh... decisions

Q3 results about to come out. will it turn green finally. or will it languish at negative for another quarter.

I will hold anyway. As I've mentioned i will buy back at 2.55.
even if merger don't go through they will announce dividendS.

board and major shareholders are also greedy people. Just wait.

All part of merger trick la. If you give dividends you reduce assets I'm balance sheet.
Now they can say 2.80 not enough. My forward earnings forecast is stellar. Please pay 3.00

contra 3 times already. 3.01 - 3.2; 3.03 - 3.25; 3.3 - 3.46;
doing it cause am not celebrating as yet. market currently too closely linked to US. super weird.
Plus US needs to breach SP500 and NASDAQ shoulder resistance level before the fall to signal to the rest of the world that they should invest.

they are connected yes. To Khalid the preview MB.
now Khalid out, the only connection left is Sultan Selangor. But note that the chairman is darn close to previous Sultan Selangor. Whether still close to current son... anybody's gues

whether it goes back to 3.00 will depend on few factors.
a) price of commodities. If this still goes down, it is an indicator of fewer demand
b) price of gold. if this goes down, it double reinforces that economy is slowing down.
c) US DJIA and SP500 as a signaler to Bursa. The correlation right now is very strong. haven't diverged yet due to local issues.

Anyhow, i've sold for friday. cause i dunno what's gonna happen tonight in the US and over the weekend globally with Russia/ISIS/Ebola situation.

anyway, i dun mind collecting if it drops back to 2.2X.
Cause MBSB has a history to be a great dividend collector. And those Arab boys have held back on dividend payout to bolster balance sheet.

Also resorted to Share Option Scheme to give out shares directly to themselves rather that giving dividnd out blankly in the market.

if deal don't go through likely this year's Q4 dividend will be about 16-20 cents per share cause have held back for 2 quarters. if there greedy, probably announce 8-10cents on q3 dividend, but that depends on the deal.

IF it is a wayang; i'll play the script like this. Kasi drama and make a killing in the market.
a) During nego. someone will leak out ARab fellas want 2.5X NTA. at RM3.25
b) Upon which CIMB says need few days to think.
c) Next day market go crazy. Arab boys and big players sell off shares.
d) The say ok, nego back to 2.9X. Everyone wins. TWICE!

DecisionS... decisions.. is this just wayang? To push the share up for bit shareholders. And they're dumping now. Or the other way around.

to push the shares down before big boys pick em up.

Pre market price just fell almost 10 percent

jsut sold 3 lots. waitng for it to go down further once US corrects itself. The darling stock for rubber is now KOSSAN. 2nd SUperMX and 3rd TOPGLOV. the market will react to Q3 results from TOPglov. so if anyone has insider info. do share ;)

is the Analysts from Kenanga and PBBank on drugs ka. 4-4.20 TP?

Gotta monitor global demand via commodities prices to determine when FGV will recover. perhaps keep an eye on commodities ETF for upward swings.

if they stabilize, meaning global demand has plateaud. From what i can see. it's a 3-6 months thing cyclical thing. We're only in Week 2-3 of the adjustments.

Hoping BNM will spread good cheer on our Macro Q3 too. that'll be more specific to us and hopefully diverge from DJIA & SP500

The irony is when Russia start diverting trade to Malaysia since they kena embargo.
would we sell our stuff since they down mh17. But it will be good for business.
I do hope someone is brokering those deals now.

Net tangible asset about 1.60 depending on who's counting.
can still fall more unless they announce better q3.

sell now and buy back at 2.55. the signs are showing a massive correction. Dow hitting below 16400. Impacting the rest of the region.

The verdict is still out on today's Budget. Expect even higher deficit and loans that needs to be made by the government. The raise in fuel price and subsidy reduction; KJ's harder stand on PTPTN defaulters. all point to national coffers drying up.

Expect EPF dividends to be lower this year too.

declaring dividend will boost momentum to excel in business operations?

You DON'T declare; and use the money to reinject into business operations e.g. new acquisitions/improvements/innovation. that's how momentum is created.

dividend yield too fantastic. even if the market keeps buying to push the yield to 4%. we're talking abt RM2.3X target price!

Go go go. Short term 78 cents. By first two weeks September 82 cents.

230 is resistance because it's the 3% point for the dividends.

my favourite counter!

last day folks!

am holding until Q3. just wallup whenever there's weakness

cause they want you to buy some more and keep mah :)

Fantastic numbers. But not offering dividends.

As long as before 21st August good.

tomorow is Q2 results. by today >= 5pm companies have a tendency to broadcast over news feed. I already collected at 2.29. here's to a great Q2!

yes you are right dextronium. the 4% looked like 4c in my screen!

it's ok. owners pretty greedy with dividends. as long as core ownership is the same the share will continue to give crazy dividends .

RM0.80 is possible not so much the technical indicators but because the dividend of 4 cents per share. that's a good 5%. pretty difficult to find counters offering >5% dividend these days. especially one with relatively ok fundamentals and with prices below NTA.

profit take at 2.45 already, now recollecting. at rm2.28 is good. if it drops somemore, buy somemore. Q2 typically issue dividend. but u never know because the business may hoard cash to make their balance sheet look big for merger

thanks on the input on MASTEEL. Valuation wise it is underpriced. if they revised dividend policy the counter will definitely fly. will definately watch the counter

PRESTAR aabout to become superstar today

The real maths should be total nta per share of three companies divided by 3. Market sentiment will multiply that by 3

at this rate, the support level is around 1.8 - 2.0 before it kicks back up.
That's assuming there's no further economic issues to push it to NTA resistance levels of 1.3-1.4. But from a fundamentals standpoint it is a "relatively" attractive counter

because we are importing more than we are exporting crude hence price of will not have that much an impact on downstream business. For upstream like carigali better

Issue of cost and impact to profitability comes from the supply chain source to the end.
a) PETRONAS will have further cost structure as the policies in place reinforces local providers who may not have the capability but allowed to fail. So far they have led to a few relatively profitable companies like sapura-kenchana with "some" projects globally. Secondly the overall increase in fuel prices that WILL occur cause we already a net importer since 2012.
b) TNB is also in the process of massively outsourcing work to more local vendors.
Issue of YTL is severely politicized to be a scapegoat and to justify the need to localized all the IPP providers. 1MDB has acquired a bunch of money losing IPPs and YTL is the last few non-bumiputera IPPs in the market. The big players are like Bukhari group linked i.e. Malakoff, state level umno linked companies and finally large comglomerates like Sime DArby and UEM, MRCB jumping into the fray, if not already there.

In short, TNB will be pretty screwed if they don't manage the cost structure (and includes the Unions). So unions either shape out or will be shipped out.

good stock to hedge against rubber stock is PW - chicken/poultry and feed. Once bird flu hits, PW will go down but topglov and supermx will go up.

this time it may go down to 11 cents. and then suspend; because the CEO and another director just sold off their shares.

paperlost 1K pockets still deep. looking at the trend, may resist at 4.2X instead.

that's because owners are dumping their shares up to a point where they're happy with the cash. then they'll keep and earn the dividends.

only after that would u see the price move as it is impacted bby mmarket forces

rights conversion for MBSB was 2.30. KWSP can't sell now, else they lose alot. So they'll just keep and earn back the dividend. And then looksee how much the share price will move forward.

same goes with folks who didn't sell off their rights and chose to convert. if u own a shit load of shares... probably start to unload at 2.35-2.45.

steady folks... steady.... :)

TDC is thinly traded unless it is a day with heavy bursa movements. the "beta" is very strong in this one :)

The queue is still relatively low for YTL today despite the hot market after FED's announcement of not tapering.

if EPF wants to they can buy up all the shares until 1.60 lol.

this is YTL thread. should talk about HAPseng there. there in the middle of share buyback

UEM performance tend to follow the bursa index, albeit somewhat weakened now. Bursa tends to follow prevailing economic fears.

Economic fears may or may not escalate at the end of Fed meeting tomorrow!

Scary, it seems institutional traders are no longer playing with YTL. between sep9 and 11. EPF dumped 10mil shares.