No need new project until 2018. The current development all sold out (phase 1 - phase 5 house,serviced residence) except bumi lots. Once development reach 50%, they can release the bumi lots to non bumi at higher price. Their job now is to complete the construction only. Money is there already.

At PE4 and 9% yield,the price may go up anytime.Better accumulate now

U want to buy or sell?

haha ltkm also drops alot. dont worry people will not stop eating egg

http://www.nst.com.my/node/43147

Property developer Hua Yang Bhd expects its Perak projects to contribute 13 per cent to the total gross development value (GDV) of its launches in financial year 2015.

from budget 2015 : hospital will be built at Seri Iskandar. huayang development there will benefit

eggs exempted from GST! hahaha

Dont worry they can play with the price but not the fundamental

someone playing with the stock price haha

perhaps teoseng farm can implement bio-security system like LTKM

http://www.theedgemalaysia.com/business-news/310729-1mdbs-project-3b-to-rely-on-islamic-bonds-for-84-bln-rgt-financing.html

once 1mdb gets the money, they can award the contract to Mudajaya

http://www.thestar.com.my/Business/Business-News/2014/10/08/Iskandar-developers-change-strategy-Builders-in-Danga-Bay-NusajayaMedini-focusing-on-landed-industr/

good news for cview

Next quarter result EPS should be around 20sen.20 sen x 4 quarters = 80 sen. 80 sen x 10 PE = RM8.

Recover what?

No idea how much. In 2012, MFCB hold 6,369,800 MAS shares (from MAS 2012 Annual Report). Then MAS propose rights issue on basis of 4 Rights Shares : 1 Share. I guess they fully subscribe which is why next year their total shares is 31,849,000 (6,369,800 x 5).

trivia : MFCB is one of the top shareholder in Malaysia Airlines. From MAS Annual Report : MEGA FIRST HOUSING DEVELOPMENT SDN BHD 31,849,000 - 0.19%

my guess is foreign fund selling

yes for civil works

http://www.theedgemalaysia.com/business-news/310074-1000-mw-manjung-coal-fired-power-plant-synchronised-into-electricity-grid.html

manjung power plant project completed

http://www.thesundaily.my/news/1182542

"The coal block allocation acts only to supplement the tapering coal-linkage supply requirement of RKMP and has no impact to the operations of the power plant project," Mudajaya group managing director and CEO Anto Joseph said in a statement released Friday.

Jun 20 2014: A financing problem holding up a 9000 crore power project in Chhatisgarh developed by RKM Powergen to generate 1440 MW of power, has been resolved after talking to its lenders' consortium which includes Power Finance Corporation, Bank of Baroda and Corporation Bank.

I am confident the power plant will start on phase one by December 2014

http://www.icra.in/Files/Reports/Rationale/RKM%20Powergen_r_31072014.pdf

ICRA notes that the delay in execution of the TPP was initially due to land compensation related issues and later due to delay in securing funding for cost overruns.

http://www.nanyang.com/node/652232?tid=462

please translate

I think Lay Hong case is a special one. At 24 times PE,my LTKM will be worth RM15 haha

you are very passionate on teoseng.thanks for sharing

http://www.theedgemalaysia.com/business-news/308942-hot-stock-ltkm-soars-to-all-time-high-after-ql-offers-to-take-over-lay-hong.html

Worth more than rm5.50!

all egg stocks moving up :)

http://www.thesundaily.my/news/1178620

LTKM to look at growing property development business

good news!

We refer to our announcement dated 24 June 2014. The Board wishes to announce that its wholly-owned subsidiary, CNASIA Capital and KenMakmur had on 22 September 2014 mutually agreed not to extend the timeframe for the execution of the proposed LPG / condensate production agreement and as such the Framework Agreement shall henceforth lapse and have no effect whatsoever and none of the parties shall have any rights or claims against each other.

if RI proposal rejected also no problem. rakushechnoye oil field is the reason i'm interested in sumatec. luckily disposed all at 58.5 sen last time.waiting for the outcome of RI before going in again.

convert immediately to mother share because IBHD-LR is not shariah compliant.

but how come in the prospectus it says after rights issue it will be 618m only? thanks

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1738657

Current shares issued is 518m.After bonus is 618m.On 14th October 286m new shares (from rights issue) will be listed.Total shares on 14th October will be 900m. Is this correct?

You can read the latest KSL annual report.i cannot find other companies that they invested in.its good that KSL has doubled in price.

Miapancho- r u holding any mudajay share?

Hahahah very funny la you johnny cash.its okay as long as u dont spam anymore

market just realised huayang is undervalued

johnny cash please stop spamming

sold all at RM2.70. Will buy back if it goes down to RM2.60

miapancho=johnny cash

Good to hear. May i know where do you get the 11 cents estimate? Thanks

normally civil jobs are given to local contractors.Hopefully Mudajaya is the chosen one.

Johnny cash, you're still in Mudajaya as well? I thought you have always been blasting Mr K for recommending this company.

thanks for the info Up_down!

syndicate selling down teoseng to attack ltkm hehe

Anto is like Tony Fernandes.He focus on the business rather than the share price.

http://www.thestar.com.my/Business/Business-News/2014/09/02/Mudajaya-makeover/

good long term strategy by Mudajaya

kind of agree with skyland. which is why I sold all at 58.5sen before it crashed

Hye kcchongnz, can you do the same analysis for Huayang? From my basic analysis it is in the same group as the three stocks.

Sumatec is entitled to 50% profit after two million barrels of oil has been produced. Not after two years.Refer link below:

http://www.thestar.com.my/Business/Business-News/2014/06/24/Sumatec-finds-more-oil-at-Kazakhstan-field/