indeed very good result: http://www.theedgemalaysia.com/business-news/277956-highlight-mah-sing-4q-net-profit-rises-28-y-o-y-proposes-8-sen-dividend.html

another strong evidence that it will go thru: http://www.theedgemalaysia.com/business-news/277955-sgor-water-mou-irrevocable-even-if-anwar-becomes-mb-dpm.html

very high expectation on the q result... hoho

hahahaa...

consider ioicorp, despite the forex and last year weak cpo, it's core earning STILL up 29.4% q-o-q and 19.3% y-o-y. with this year cpo expected to be above $27xx ~ $28xx, ioicorp earning can jump in fold. ioicorp is also a fully integrated plantation co. (end-to-end producer)

btw, ijmplant and ioicorp r top no.1 & 2 FFB yield company. yr $ yr choice!

q result out soon

good one! ;)

http://www.nst.com.my/business/nation/ihh-unveils-new-dividend-policy-1.494737

rhb left out D44 sewer pipe prj :D. judging from rhb report, puncak become net cash after this deal.

notice healthcare sector counters continue to report good result, this sector is clearly in the growth.

hahahaa... kita tengok saja, jgn sour sour grape nanti sudah :D :D

http://www.thestar.com.my/Business/Business-News/2014/02/28/Puncak-Niaga-on-the-radar-Investors-buy-in-on-belief-that-water-deal-will-be-done

the valuation in the report was done last year, didn't include new t&i 1.8b, d44 sewer pipe 394m projects. puncak already said o&g projects will start this year feb in q3 report which q4 report will not include.

oh... for that u only need patient, as u knew cimb is traded way-way under. yesterday didn't grab the $6.9 ang-pow? easily 20c gained for nothing... thanks to whoever, pls dump more! :D :D :D

aisey... today no ang-pow :D

rhb gave 5.22

kps didn't agreed entirely, kps stand was the same as gamuda.

note only the equity is in cash

finished already lor :D

looks like $3.5 is not going to hold... :D

the link is dated 4 December 2013 on bursa -> puncak niaga -> others

here's the last respond to this same proposal: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1483597

logically, fed has to find a solution for:

- tariff compensation/receivable amount to approx. 3b
- 15% equity instead of 12%
- Confirmation of PAAB taking over all assets including debts (this time round should be confirm as PM stand by)

extend of dry season can push cpo to $3000, in conjunction with biodiesel program such as B5: http://www.theedgemalaysia.com/business-news/277624-palm-advancing-to-rm3000-for-coleman-as-dry-weather-bites.html

hapseng consolidated held hsplant (55%) post excellent result with special div: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1549885

"Indonesia and Malaysia, which account for approximately 90% of the world's palm oil supply, are geared towards their biodiesel programmes which will increase their domestic demand for palm oil. The B5 Programme in Malaysia which is part of the government‟s CPO supply management mechanism to stabilise palm oil prices is expected to be fully implemented nationwide this year. In Indonesia, the minimum bio content for its bio-diesel has been raised to 10%."

rise more debt to buy more, big number big risk = big NETT profit? becareful.

it means 2b is separately pay from state's 9.65b. maybe it's the $ allocated for 15% equity request.

yup, agreed excellent div, healthcare product & services sector can expect good growth

feb to May contracts all stood above $2800 already

this result is a kick to the balls in current market sentiment, whatever reason given (deferred taxation for RPGT??), investors r not likely to hold on to a counter which offer no capital gain opportunity (strong EPS suppose to be KSL's edge), let alone no div. if compare to UOADEV, it's clear why KSL is very likely to see heavy selling tomorrow.

if it doesn't workout - SELL!

should settle in 2 weeks b4 kacang show come up. the missing point is still the liabilities, bcos of this the last proposal puncak only get back 1.55b cash. given the fact that puncak is pursuing to recover RM2.7bn unpaid compensation and RM1.6bn receivables due to the tariff case, it is possible equity surplus will be granted (+15%) and wave off certain amount of PNSB liabilities.

btw, t&i project worth 600m each year, 167m each year for D44 sewer pipe, current puncak price is way under. good luck folks!

1,173,000 shares buy back today!

don't forget puncak already started t&i prj, also recently awarded 394m D44 sewer pipe prj!

cpo up up up: http://www.theedgemalaysia.com/business-news/277537-vegoils-palm-oil-climbs-more-than-3-pct-on-concerns-over-dry-weather.html

don't underestimate the MoU, it's a mandate to kick start L2; IN CONJUNCTION of fed "responsibility" in getting puncak/gamuda putting their signature on the document. let's wait patiently how fed would compensate puncak/gamuda on top of 9.65b.

read: http://www.theedgemalaysia.com/business-news/277455-federal-and-sgor-govts-sign-mou-on-state-water-restructuring.html

becareful, someone keep heavily disposing at $3, bad sign.

this deal cannot go thru without fed, kali cannot handle puncak/gamuda. so start with MoU. no surprise, fed would not have signed the MoU if not certain degree of agreement been reached with puncak/gamuda. actual details have to wait for formal announcement. nevertheless, all concessionaires r "in-the-money" even using the last proposal. puncak likely to get extra, say the on-going court case have to be settled.

march cpo price already crossed $2800, average 6 months contract now $276x!

it's a MoU between fed & state, detail offer come later. base on last proposal, minimum valuation of puncak is $4.16 by cimb (excluding 3xxm pipe prj)

nevertheless, the probability of this deal going thru is ever high now with PM witness the signing.

update, ini ada gambar: http://www.nst.com.my/latest/federal-and-selangor-govt-signed-a-mou-to-restructure-state-water-industry-1.493565

if everything stay true today, wait for suspend only for detail announcement ;)

$2770 now, moving strongly towards $2800: http://www.theedgemalaysia.com/business-news/277436-veg-oils-palm-oil-rises-1-pct-on-concerns-over-dry-weather.html

http://www.theedgemalaysia.com/business-news/277437-uoa-development-net-profit-rises-24-to-rm89m-proposes-13-sen-dividend.html

of cos, if u have been following kali style, u think he gave this for free?

no wonder green green

net profit 405.682 million +24.61%

good progress! http://www.theedgemalaysia.com/business-news/277425-flash-selangor-government-issues-development-order-allowing-federal-government-to-build-langat-2-water-treatment-plant.html

positive news can only come from fed, u can forget about kali, he is blending personal issue with syabas, but he forgot state gov also own 30% of syabas. kps so far holding ok.

patient: http://www.theedgemalaysia.com/business-news/277389-cimb-top-banking-brand-in-malaysia-4th-in-asean.html

now v can confirm there is nothing wrong in cimb fundamental, any downside being "assumed" actually r the same to all banks. at this price, cimb is probably the cheapest regional bank now.

c the qoq, chopped half

sign of squeezed margin, no profit grow in years already.

despite most analysts saying cimb is going to earn lower, cimb achieved a fifth record year: http://www.theedgemalaysia.com/business-news/277273-update-cimb-in-fifth-year-of-record-profit-upbeat-about-2014-prospects.html