fong7

fong7 | Joined since 2013-07-23

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

647

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
647
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2018-03-30 00:05 | Report Abuse

Further to the Company's announcement dated 29 January 2018 (reference number GA1-23012018-00083), the Company is pleased to announce that today, its wholly-owned subsidiary, Prestariang Systems Sdn Bhd had received the Letter of Award dated 28 March 2018 from Lembaga Hasil Dalam Negeri Malaysia (“LHDNM”) to provide Microsoft software licences, products and services under the Master Licensing Agreement (“MLA”) 3.0 for a period of three (3) years effective from 1 March 2018 to 28 February 2021 at a total price of RM38,225,908.23 (exclusive Goods & Services Tax).

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5739545

Stock

2018-03-19 17:58 | Report Abuse

not much support today....can easily sinked below 1.00

Stock

2018-03-19 17:57 | Report Abuse

it's a good company, but expect no profit growth for this year at least....so down to just yield

Stock

2018-03-15 20:23 | Report Abuse

i think traders will continue to trade it lower until 1, SKIN financing completed. 2, after GE.
not much to do with business really, just trading activities.

Stock

2018-03-15 20:21 | Report Abuse

no viagra cannot up already. haha!

Stock

2018-03-01 07:19 | Report Abuse

Any other research paper available to share? Thank you! (remember RHB has it last time, not sure now still have it or not).

Stock

2018-03-01 07:18 | Report Abuse

never mention land bank. Who knows how many acres undeveloped landback Tambun has currently?

Stock

2018-02-26 06:05 | Report Abuse

how's tambun's recent landbank condition? how many acres they have waiting to be developed?

Stock

2018-02-09 00:54 | Report Abuse

wow....free fall....

Stock

2018-02-01 22:07 | Report Abuse

dividend depends on earnings. lower earnings, lower dividend.
is penang that bad? really that bad?
competitions is fierce too, mahsing, eco world....invading penang...

Stock

2017-11-30 04:30 | Report Abuse

i think what it gets now is the payment for construction works, where that after 3 years payment for the next 12 years is for maintenance of the system.

Stock

2017-11-17 08:57 | Report Abuse

@rich,what do you mean? I don't understand.

Stock

2017-11-16 23:38 | Report Abuse

wow! really falling knife....

Stock

2017-10-24 03:46 | Report Abuse

Top Glove said to buy Aventa. Story ends. Haha!

Stock

2017-10-19 22:54 | Report Abuse

cool! lets see how tambun unveiled values...

Stock

2017-10-19 01:06 | Report Abuse

thanks for the sharing, kancs3118.
my major two concerns.
1, is the economy there strong enough to attract that many people moving their homes there? mainly about jobs availability. What's Penang's government's plan on the Penang mainland? Industrial? Or Servicing business? Or what? Are businesses in Penang Island considering to move some of their expansion into the mainland? Or there are new investors? Because Penang somehow lack support from our government, for the sake of political concern.

2. As those giants (eco world, sunway, mahsing) moving in to the mainland, can tambun still survive? This leads to the question of is there enough populations to absorb that many properties.

Stock

2017-10-16 10:47 | Report Abuse

anyone lives in Penang mainland, can tell us how's the housing business there. Is it really bad?

Stock

2017-10-16 10:45 | Report Abuse

if less project launch, with existing stocks sales not well, earnings should come lower. That case, dividend will also be affected. Huayang has been obviously happening this way.

My average price for Tambun is 1.39, bought since 2013 until recently also added some at 1.09 and 1.16. However, some bought at high price of 1.70-1.80 during 2015.

Stock

2017-10-04 16:47 | Report Abuse

becoming a falling knife....

Stock

2017-09-27 20:54 | Report Abuse

Is Tambun that bad now?

Stock

2017-09-27 20:53 | Report Abuse

wow....is tambun going to reach as low as 1.10? can see accumulation at low, but the sellers are just non-stop, although in small amount.

Stock

2017-09-21 08:46 | Report Abuse

anything net yield below 5.5% doesn't sound attractive for me...

Stock

2017-08-29 20:05 | Report Abuse

hardly see any investment banks writing reports for us to see what's going on in the company.
anyone has any such papers, please share them here. Thanks!

Stock

2017-08-29 02:30 | Report Abuse

thank you very much, nikicheong!

Stock

2017-08-24 18:14 | Report Abuse

it's one of the classic example of value trap in recent years, i guess.

Stock

2017-08-24 18:13 | Report Abuse

ylsc,
1. pavilion 2 still under construction now. It will only begin operation in 2020-2021. The sales target has no guaranteed at all. Don't get me wrong, without big surprise, i have little doubt the mall can become a big hit for that area. Pavilion group has strong evidence for great mall management. No matter what, 3-4 years is a long time. And usually any new mall requires few years to bear fruit (with good rental reversion, higher occupancy rate etc), even for great malls.

2. 1.7b sales means the overall retails shops sales, not rental fees.

3. malton does not fully own pavilion 2, just one of the large shareholders.

4. Malton is trading at 15x PE now, that's among one of the highest in property sector.

However, for its rich and quality assets in hand, it does has good potential. But, we never know when it will strongly release those values. Its projects launching has been very slow in recent years, that's why share price dropped tremendously over the years caused by disappointment from investors.

Stock

2017-08-24 15:45 | Report Abuse

the biggest problem is valuation too high, and there is lack of IBs covering to write reports to support the high valuation for any positive outlook on mid to long term.

Stock

2017-08-24 15:43 | Report Abuse

this website used to share many IB's reports, but recently no more, so little.

Stock

2017-08-24 15:21 | Report Abuse

thanks for the info!
it would be a great news if it's true that the "future income" can start putting into the accounting as early as FY17.

Stock

2017-08-24 15:20 | Report Abuse

thanks for the info!
wish to see you guys share some investment banks' report soon. I'm on cimb and too bad it doesn't cover tambun.

Stock

2017-08-22 13:50 | Report Abuse

they are slowing down on projects launching due to take up rate not good enough, is it?
anyone has reports other than maybank on tambun? lack of info for this stock. Not even know how its undeveloped landbank condition. How many acres is there?

Stock

2017-08-15 17:35 | Report Abuse

this is a long term contract, profit can only come in 3 years later. And before that, the only thing is doing the work + getting some kind of loan to finance the project. "if" all goes well, the profit will double or triple after 3 years. Thing is, at current valuation of PE 85x, it clearly already priced in some of its profit capability 3 years in the future. So yes, to investors, this is the situation right now.

Stock

2017-07-21 21:05 | Report Abuse

If I am not mistaken, all those TPs did not include SKIN contribution. Please correct me if I was wrong.

Stock

2017-07-21 21:04 | Report Abuse

anyone has RHB latest report after SKIN confirmation? Thanks

Stock

2017-07-20 11:10 | Report Abuse

anyone has RHB report for it after the announcement to share? Thanks!

Stock

2017-06-22 09:22 | Report Abuse

1.30 would be nice

Stock

2017-06-01 03:52 | Report Abuse

an 18% decrease of dividend is definitely not what investors happy about for its huge cash pile in the balance sheet, that including myself. I am a long term shareholder, already 6 years+ until now.

Stock

2017-06-01 03:50 | Report Abuse

HL report saying dividend is 1.24 (full year 1.39), but i also read 1.02 (adding the previous 0.15 is 1.17 in total only). hmm.....HL made a mistake? Or Panamy not yet declare a special dividend?

Stock

2017-05-31 10:25 | Report Abuse

looking for 33.90 support then....

Stock

2017-05-31 10:24 | Report Abuse

bad eps, bad dividend.
it has so much cash, more than 30% of its current market share. But not using much, just mild expansion on manufacturing, and no increase (but decrease) of dividend to shareholders.
hmm.....not pretty.

Stock

2017-05-31 09:34 | Report Abuse

wah! why dividend so little?!

Stock

2017-05-19 07:05 | Report Abuse

why this website recently hardly update their research papers info?

Stock

2017-04-25 16:21 | Report Abuse

i want to see investors teamed up with london boys to vote for liquidity, teach ttb a big lesson.
this is value trap for sure. Ask him, will he invest in value trap stock, see how he answer.

Stock

2017-04-04 02:50 | Report Abuse

fyi, cimb just ceasing coverage on Vivocom today.
be careful....

Stock

2017-03-24 09:36 | Report Abuse

has ttb investing recently on icap? or still continue throwing shares to accumulate EVEN MORE cash?

Stock

2017-03-03 22:01 | Report Abuse

I think, the concept of "depending on when someone bought the share" is fundamentally wrong.
In value investing, everyday is a judgement day. For today, if one thinks the stock is overvalued, he or she should begin the selling plan, although no need to rush for that since earning growth may be on its way, which ends up lowering PE. The same concept goes for buying a stock, no matter when he or she bought it and how much paper profit he or she had on that stock.

Stock

2017-03-03 21:58 | Report Abuse

based on panamy as a high quality consumer stock. Average PE for this category is about 18x, where those "superstars" goes beyond, ie. Nestle, even though their growth potential may not be as high.

Stock

2017-03-03 02:13 | Report Abuse

if below 30, it could entered a bigger correction, so not a good point to buy i think. I am long time bullish on panamy. So, if price below 30, i'll wait further to maybe 28. On the other hand, if price stabilized above 30.50, i will continue adding more shares. I still think it's cheap currently. My own fair value is PE 18x.

Stock

2017-01-26 16:38 | Report Abuse

FF continues selling...

Stock

2017-01-19 09:14 | Report Abuse

so share price dropped for a good reason.
now what? bottom yet? or continues dropping?