can anyone explain to me what does the withholding tax do to retail investor? Does it mean for the dividend % we received, 10% of it will be taxed away?

Just for fun: https://klse.i3investor.com/blogs/dunspace/143800.jsp

People complaining about the DY now while in November they already announced. Hmm...

No eye see then throw please

My view is that if you have invested millions into the company, you will be more long-term view oriented. RM2 sufficiently covers the book value but how about the company ability to generate cash and incubate company? RM2 obviously also does not consider the fair value of Inari. I did an intrinsic value calculation and it was above 2, during that time, Inari was just worth 5 BILLION. What is the market capitalization of Inari stabilizing to now?

I don't think the major holders will accept RM 2

Inari down a little, Insas follows blindly. Well played, keep up the good work Mr.Market.

Shhhh...let people sell early, don't talk facts here

People still can't calculate hidden assets?

WB still haven catch up

Do you think director so dumb? He holds 30+% ownership, capital appreciation will benefit him so much more, think about it.

maybe purchase another synergistic company?

Insas won't hit any new high until everything is vividly revealed. (Proven from past record, investor mindset in Malaysia did not change much)

Don't break so fast please, still accumulating capital haha.

Thanks SSLEE for the continuous effort. Happy holidays.

Merry X'mas :) Can't wait for election to see what will go down!

Deleting intrinsic value post due to a little conflict of interests.

@Sonic128,one's man trash is another man's treasure

thanks for the information SSLEE!

@TheContrarian, what platform should we use?

Dear SSlee, did you get any replies regarding the AGM minutes?

@pingdan, you must try to see from the management perspective on why they decided to pay less dividend

thanks for the answer hb

anyone can share why Sunway REIT P/E compared to IGB REIT so big difference?

Long term vision please, by 2018 things will turn back to normal. Will the P/E follow? You decide.

@pasanglang , people play contra on Insas ?

@Lolicon , operating cash - capex

@Jon , i think the admin does that

@TheContrarian, 20% is just a way to see it not a surely certain way. I think it will be recorded associate due to influence.

@TheContrarian , I am also a contrarian. The problem is at 1.05, I did not sell because I believe it has to be at least 2+ before I sell but you mentioned that u sold and u manage to get a re-entry lower, how would you know the market is going to overreact like this?

DGSB not recorded as associate?

Question, what TA are u using to indicate peak? I always have a problem of holding against the herd because of the intrinsic value that I believe in.

@TheContrarian, I am speaking in terms of Insas as the company and not their share price. I am expecting their investment to annually generate 10% through let's say a 10 year period, basing this on my research and personal judgement. So for example, you could make 60% on Insas but it does not mean the ROC of Insas on this year was 60%, it is just because the intrinsic value was heavily misjudged by the investing community. I am putting the 10% out there as a benchmark for those questioning the reinvestment of the capital (cause they want some capital to be distributed to them).

@cheoky, I guess Insas do not suit you then. In my view, if you can safely get a ROC of 15%+ annually from your own investment skills, go ahead and do not bother about Insas.

@lazycat and @moneyface. Thank you for your opinion, gives me more perspective of why is Insas priced as it is.

@ ricky yeo, expected returns of 10% annually as a whole.

@lazycat, what do u based your assumption on?

@TheContrarian, I just minus all to make a point. Forgot to state it in there.

Honestly, I actually hope Insas slowly goes up and it does not have a sharp rise. I am slowly accumulating capital to buy in.

That's is all for me for now. Hope I have helped you in some way and do share with me your personal opinions too so that I can learn from you too.

https://klse.i3investor.com/blogs/dunspace/139329.jsp

https://klse.i3investor.com/blogs/dunspace/139329.jsp

I see,thank you for the info.

@VenFx, stay tuned for my next article, going to touch a little on this.

@TheContrarian, where did you see the announcement for 4cts dividend for PS?

@sslee:

Thank you for that clarification. In the case, my intrinsic value is still 2.87 per share due to the fact that I used the very conservative method of assuming a lower valuation of Inari. However, an extra 200 MILLION of value could be added if you believe on the market capitalisation of Inari is decent. Refer to hidden value 1 and hidden value 2.

Please look onto Part 3 onwards. I mentioned my view on the unique situation of Inari.

Nekosan:
If I am not mistaken, Part B is where I assumed NIL generation of cash ( without Inari how is their direction) after the sales of Inari. However, would that really be the case? I shall leave that up to you to decide.

https://klse.i3investor.com/blogs/dunspace/139323.jsp

https://klse.i3investor.com/blogs/dunspace/139321.jsp

https://klse.i3investor.com/blogs/dunspace/139320.jsp