fong7

fong7 | Joined since 2013-07-23

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Stock

2016-01-01 18:35 | Report Abuse

malaysia companies seldom do share cancelling, usually for treasury share to shareholders. Well, i have no issue on this, it's same as dividend. Trop valuation is low enough, almost disaster level depressing. So it's no point to increase EPS, better give dividend.

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2015-12-08 19:36 | Report Abuse

ex tomorrow, so only will know if it rallies for real or not by tomorrow onward.
i wish it's for real. Good gearing ratio now, good landbank, good branding.

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2015-12-03 20:28 | Report Abuse

ESOS price is 1.30? That's about 50% discount at current price! wow....

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2015-11-30 15:14 | Report Abuse

lack of IBs' coverage. If they do, it should at least boosts to PE 20x as Nestle is at over 30x.

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2015-11-28 23:39 | Report Abuse

dropped from 1.4x to 0.70. that's 50% dropped. hmm.....
sentiment is recovering....
ok, TP 1.05, 50% upside. :P

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2015-11-26 06:28 | Report Abuse

ya. wish to hear some updates from those who attended the AGM. Thanks a lot!

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2015-11-24 16:37 | Report Abuse

ROE is below 10% for now. Not strong at all.

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2015-11-24 16:36 | Report Abuse

strongest fundamental? i doubt. But as a recovery play, yes, big one some more.

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2015-11-24 16:34 | Report Abuse

15 sen or little bit more has little benefits, too little.
And ya, I also wish for BI or so. It's about time, right? haha!

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2015-11-24 16:33 | Report Abuse

added more. 3 batches bought in this Nov.

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2015-11-13 16:58 | Report Abuse

buyback without cancelling shares does not increase EPS.
cancelling treasury shares is not common in malaysia.

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2015-11-13 16:48 | Report Abuse

are you sure? as far as i know, panamy's overseas sales is still minority, its major income comes from local sales.

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2015-11-06 14:36 | Report Abuse

how is iproperty deal to rev? any research paper on the valuation part?

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2015-11-02 15:55 | Report Abuse

matrix at 1.42, net yield above 7%. Is it cheap? I think so.

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2015-11-02 14:37 | Report Abuse

the wa is one of the cheapest(as in premium) among property stocks.
waiting for it to go 0.80-1.00 :P

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2015-11-02 14:36 | Report Abuse

i collected some wa at 0.415, with overall average price at 0.40

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2015-10-24 00:36 | Report Abuse

why price starts to move? look at all stocks around the world now. HK, China, US, Japan, and Malaysia, all up. Why? Because after the recent falling, they look cheap, therefore some funds in and buy. For Malaysia, RM so weak, those with higher risk appetite started buying to bet for both low valuation on stock price and also rebound of RM. As for property stocks, quite a few of them (inclusive Matrix) are now at expected dividend yield of 6%-7% and attractive RNAV discount, it's a good bargain for those who do not fear that much of Malaysia overall economy condition in near future that could cause property market to dead.

Dividend won't change much of a stock price. Speculators started accumulating normally a months ago before the ex date. And they will slowly sell after ex date. This won't change that much since they do it slowly. The key is still the fundamental. Many people buy for dividend hoping short term gain failed to gain profit because share price drops far lower to cover by the dividend received after ex date.

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2015-10-23 16:06 | Report Abuse

expecting 100% gain in 2 years time.

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2015-10-23 16:06 | Report Abuse

super undervalued. haha!

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2015-10-20 16:21 | Report Abuse

"no one want to sell cheap after getting div"
make no sense, haha.

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2015-10-15 15:38 | Report Abuse

exactly. haha!

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2015-10-11 04:04 | Report Abuse

buy high sell low, investment banks like we do this. haha!

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2015-10-07 01:14 | Report Abuse

bought a little bit at 1.26 today.

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2015-10-05 21:28 | Report Abuse

wait after 0.50. hahaha!

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2015-09-28 03:29 | Report Abuse

agree fully with bearsong. If you are shareholder, you really should complaint with a report sent to Bursa and even Bank Negara. These china companies listed in Bursa are really treating Malaysians like big stupid ignorant water fish! Get some respect back by making reports! It's no point to shout at AGM. Shout at Bursa and Bank Negara.

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2015-09-26 02:39 | Report Abuse

In addition to this, Panasonic Japan has been continued making effort to diversified its business from Japan to foreign countries due to uncertainty on Japan Yen as well as business environment (inclusive natural disaster) in Japan. It set up ASEAN regional headquarters in Singapore. And Panasonic Malaysia has been doing a great job for decades, I'll not be surprise if the company being target for expansion in coming years (In fact, it's already happening in past few years).

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2015-09-26 02:33 | Report Abuse

for many many years, cash rich, steady profit, high yield, great management integrity. Looking at PE of Nestle, I think Panasonic Malaysia (not Panasonic Japan) deserves a much higher valuation. Why compare with Nestle? Because they share same branding power as both selling daily needs products. Well, Nestle is consider a more premium consumer brand, so it's not target at low income group but middle and above income group. As for daily use electronic products, Panasonic consider to serve the same group...middle and above income group.
Nestle is trading at PE of 31x, Panamy at PE 12.6x. For me, a fair value for Panasonic is 18x. Don't forget, Panamy's cash stands at 520m by April this year, where its current market cap is 1.25b. Since there is no investment, I bet its cash position is either similar or even higher today. Consider same, that would be 42% on cash!

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2015-09-21 17:29 | Report Abuse

according to the article above, icap has no more Parkson? Really? Sold off?

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2015-09-14 18:06 | Report Abuse

highly undervalued stock.
but who cares? no trader interested in this kind of extreme low profile, low liquidity stock.
and no IB talked about it....only one, maybe, MIDF. but no effect since it's not a famous IB.

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2015-09-03 12:30 | Report Abuse

thanks for sharing the bursadummy blog, it's very informative.

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2015-08-13 17:24 | Report Abuse

why malton-LA can be that much more expensive than malton mother share? i don't understand. isn't the conversion ratio 1:1?

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2015-07-27 02:51 | Report Abuse

haha! i don't mind that too though. :P

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2015-07-24 04:31 | Report Abuse

however, when RAPID comes in, there will be less weight depending on foreign business since now foreign companies all cut budget.

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2015-07-24 04:29 | Report Abuse

according to rhb report, 80% of its business is related to USD.

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2015-07-23 22:38 | Report Abuse

weak ringgit no use for pantech....hmm.....

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2015-07-20 19:22 | Report Abuse

USD so strong,I can't brain why price drops. :)

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2015-07-20 17:53 | Report Abuse

if FF really in for a stake in AAX, the "only" worry for now that whether AAX able to do PP to lower its debt will be resolved. If that occur, i will not have doubt that AAX can up 100-200% while Airasia can go back to previous strong support 2.20.

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2015-07-15 16:34 | Report Abuse

actually, now should blame 1MDB, not AA. I believe, if without 1MDB frustration, Bursa stocks should performed much better than today. Now, not only AA, all stocks are at their 52 weeks low if not multi-year low.

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2015-07-14 09:34 | Report Abuse

rhb downgrade TP...hmm....

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2015-07-14 01:13 | Report Abuse

holding it for 4 years now, quite fed up already.....sell or continue waiting?....

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2015-07-14 01:13 | Report Abuse

don't know what to do with this counter. a value trap. hmm.....

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2015-07-14 01:11 | Report Abuse

what? 1.40?? target 2.20 lah bro. :P

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2015-07-09 17:49 | Report Abuse

micheal42,you are "extremely" disappointed? How much dividend you were expecting? Please share.

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2015-07-06 17:02 | Report Abuse

SharehlderOppression, i could not find anywhere saying Mah Sing issued stock dividend. May I see the link to it? I can only see Mah Sing issued cash dividend. Thanks.

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2015-07-01 17:01 | Report Abuse

no interest in BI at all.
only got interest in dividend.

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2015-06-30 07:45 | Report Abuse

lets wish to see 1.00 soon. haha

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2015-06-28 05:52 | Report Abuse

i don't like bi or split at all. just give me more and more dividends, i'd be very happy investor.