frankco

frankco | Joined since 2014-02-08

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Stock

2018-01-05 19:39 | Report Abuse

3 -5 more years if want to wait patiently.. afterall Warren Buffet will hold the shares he bought at least 10 years.. oh but Plenitude did not fit into his criteria in the first place... why keep.

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2017-12-28 19:21 | Report Abuse

hurricane and storm and fire in California was unfortunate but ongoing re-build should continue to support Jaycorp..US economy & housing. Economics indicators in US is on the positive side that will continue provide consistent increase in imports of furnitures should cushion the effect of rising MYR/US exchange.. https://tradingeconomics.com/united-states/indicators. good to collect at this price when panic investor sells

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2017-12-28 19:12 | Report Abuse

plenty of civil works ongoing throughout Malaysia - a pre GE 14 effect- BREM is riding on this wave of goodies

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2017-12-28 19:07 | Report Abuse

all big players fund manager start accumulating... hmm something is brewing behind the scene behind the jump

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2017-12-28 19:06 | Report Abuse

Johor Paradigm mall revenue and profit will make it to the next quarter earning.. debt will be paired down further and this company with huge civil and construction orderbook have no reason to have poorer financial result next few quarters..

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2017-12-28 18:57 | Report Abuse

Dnex will rise further .. when investor stop chasing Heng Yuan.. downstream refinery business profit margin should decline when crude oil price heading north, upstream business profit should rise further .. so Dnex should be the one to chase rather than Heng Yuan

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2017-12-22 23:10 | Report Abuse

DNex O& G section should do well in quarter to come, Anasuria cluster production has currently gone up to > 12000 bpd , much higher than the forecasted production peak at around 8000 bpd. The production profile could be found in Youtube if search for Anasuria Cluster. The other arm of Dnex providing LWD/MWD services however not doing that well due to current competitive market environment in upstream services section. Even though Dnex is one of the services provider under the Petronas umbrella contract but job are too scarce and price is too competitive, the return is probably not going to pay back the interest over the company's US10MM CAPEX o purchase the LWD/MWD equipment from Baker Hughes... i had reliable sources but anyone else has anymore information to share?

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2017-12-12 21:57 | Report Abuse

please share key development of Jaycorp from the AGM here

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2017-11-27 23:42 | Report Abuse

holding abundant of cash but refuse to distribute higher dividend even there is no foreseeable business expansion means a poor management.. some may argue that it is prudent but it is poor choice for investor. None of the management has substantial shareholding of the company so how the share price is doing is certainly not a concern of this team. The company is not even repurchasing the company shares with its excessive cash, the score card for the company is probably at the lower 40 from investment perspective... Target price RM 1.00

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2017-11-23 22:48 | Report Abuse

when is WCT going to recover the arbitration award from Meydan ?

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2017-11-23 22:01 | Report Abuse

All business segments are making profit, with exception of the property segment on the last quarter result...i would be surprise not to see favourable result in coming quarters in this property when management is keen to expand the business in this line.

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2017-11-21 23:20 | Report Abuse

contribution from Anasuria oil field will shine on the report next Q in tandem with rising oil price .. the entire Anasuria asset by Ping/Hibiscus is undervalued at that time , the asset value has since double from last re evaluation this years when oil price hover around USD 50/BBL

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2017-11-20 19:44 | Report Abuse

next quarter result will be stellar with RM44 million gain on disposal ... seriously undervalued..

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2017-10-25 21:11 | Report Abuse

Rapid two more years to go .. oil and gas activities in the region is increasing though at slower pace but steadily ..If oil price keep rising.. order should be more. would it fly to 0.80 next week after budget ?

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2017-07-04 21:04 | Report Abuse

better be

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2017-06-09 21:48 | Report Abuse

still profitable and giving dividend throughout O&G downturn. As i am gambler , and i bet the further down side risk is very low, as long as oil price stabilise and not turning south.. profit margin will improve.

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2017-06-08 19:31 | Report Abuse

E&P activity is creeping up slowly, rig count has risen in the region .., jobs lost during the worse period has now seeing signs of returning , even though it is slowly but is good sign of recovery

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2017-06-08 19:22 | Report Abuse

Why volume surge anybody any idea?

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2017-06-08 19:19 | Report Abuse

Time to fly

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2017-05-28 12:15 | Report Abuse

it is getting low, time to loads up

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2017-05-25 22:15 | Report Abuse

just buy & keep, much much higher upside than downside probability at current price..

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2017-05-25 22:07 | Report Abuse

job in O & G returns a good indicator on time to buy this share, not at all currently

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2017-05-17 17:51 | Report Abuse

6% dividend coming

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2017-05-17 17:50 | Report Abuse

Brem result is going to be great this Q

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2017-05-17 17:44 | Report Abuse

excellent results... upgrade of biomass from 3.0 MW to 3.8 MW coming.. hope to see some continuous contribution from this segment.. strong increase in FFB... bravo

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2016-11-04 23:36 | Report Abuse

One lunch with Dr M, he has to surrender his business empire !

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2015-12-06 13:13 | Report Abuse

The sale of 1.24 hectars of land in mukim batu, KL for RM 80 MM last year is a big winner. This land was acquired less than RM 20/sqft yet but sold at RM 185/sqft..

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2015-12-06 13:01 | Report Abuse

Really could not comprehend such a low level of staff cost that stand at RM 4.3 MM only for business revenue in excess of RM 100 MM.. I must be missing something or this is blatant exploitation of cheap labor .. chinese company really suck!

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2015-12-06 12:47 | Report Abuse

did not see any award announcement on any construction project ? This business segment contributes substantial revenue for Brem, how is Brem going to sustain the earning with pessimistic outlook on property segment ?

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2015-12-06 11:27 | Report Abuse

megapower any idea how many percent unsold ?

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2015-12-06 11:26 | Report Abuse

Hotel operations generate RM17MM revenue in a quarter and start making profit.. revenue in a year will be +/- RM 70MM. This excludes contribution from Hotel Sucasa which undergoes renovation at this point.

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2015-12-05 16:24 | Report Abuse

seriously undervalued.. Hotels acquired were all at prime location. Total money paid translate to 807/sqft using land area as basis..

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2014-08-17 13:17 | Report Abuse

EPF, please carry dumping the shares...

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2014-08-17 13:09 | Report Abuse

strong fundamental, hope brilliant earning results release for the next quarter... it will fly high

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2014-04-16 19:02 | Report Abuse

keep up the momentum..:)

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2014-03-03 19:06 | Report Abuse

thanks steven, your information really me if i buy at current price level, i am buying the at a discount and it is what investor aimed for.. do you see any catalyst for stronger growth for its business ?

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2014-03-03 19:00 | Report Abuse

Hi Davidkkw79.. why do you recommend taan / jtiasa over CEPAT ? possible to list down couple of reasons ?

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2014-03-03 18:57 | Report Abuse

i have been reading news about palm oil trading price on rising trend lately... due to depletion of inventory domestically as a result of weather.. Anyone know of any plantation company that went bankrupt ?

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2014-03-03 18:54 | Report Abuse

this is excellent share, share price should rise when analysts publish it in the paper..time to buy when no body is buying it... overall good EPS, strong cash flow, and profit.. future development projects are out there, prudent management... only thing i hope to see is share share buy back..soon to be another Brem.. Any risk that anyone aware of ?

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2014-02-16 12:11 | Report Abuse

when is the power generation business going to pay back ? Any one has any idea how much profit possible for this line of business?