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2014-02-08 21:25 | Report Abuse
u already enter the dragon, no? ;D
2014-02-08 21:06 | Report Abuse
atm like mkh, got bulldozer behind
2014-02-08 20:19 | Report Abuse
as of 30/9/2013, retained profit 1.2B
2014-02-08 20:03 | Report Abuse
Tenaga already won prj 3A, on top of that a number of capacity expansion projects r going on now (2x535MW Prai, 265MW Hulu Terengganu and 372MW in Ulu Jelai etc). Tenaga earnings HAVE to go up to meet its capex. also older generation IPPs coming EOL and rate suppress; eventually all these factors will push Tenaga to higher level.
see today's star biz about project 3B, Tenaga ain't out yet until the final winner is announced. yr $ yr choice!
2014-02-08 11:55 | Report Abuse
not necessary, 7 is better in this case. of cos, gamble kaki won't bother as they only hold max 4 days only. btw, congratulation to c3 holder, big $ there ;D
2014-02-08 11:49 | Report Abuse
coal price continue to drop so far as winter walks away & jpn qe weaken yen balance off USD. tenaga rolling 4q stand at 88.5c - not included new tariff yet.
read: http://www.tnb.com.my/tnb/application/uploads/newsclips/eb8b3732d64446c7f2bf09c4c7995876.pdf
2014-02-07 17:24 | Report Abuse
indeed. but when the share cross $12 it will be different. it's up to individual's risk appetite and view of tenaga biz going forward :)
2014-02-07 17:09 | Report Abuse
ya ka? hope u r right ;) kita tengok saja la :D :D :D
2014-02-07 17:06 | Report Abuse
rupiah will not stay low forever ;)
2014-02-07 17:00 | Report Abuse
why not u read the annual report? :D
2014-02-07 16:16 | Report Abuse
he really believe the "raw license" thing can drag puncak/gamuda? very surprise. he is too elegant, he totally under estimated puncak/gamuda.
2014-02-07 16:08 | Report Abuse
2014-02-07 15:39 | Report Abuse
cpo steady up $15, technically looking to break $2600...
2014-02-07 15:25 | Report Abuse
one day when foreign fund flow back, tenaga will be their target no.1 today they all chao already... which is good ;)
2014-02-07 15:14 | Report Abuse
u don't invest this co. for 5c bro... patient ;)
2014-02-07 15:12 | Report Abuse
sooner or later epf will give direction ;)
2014-02-07 14:55 | Report Abuse
hahahaa... it's on SGX
2014-02-07 14:53 | Report Abuse
http://www.theedgemalaysia.com/business-news/274328-highlight-uem-sunrise-klk-to-develop-1200-ha-in-johor.html
good to KSL City project, great boost to KSL Johor land value.
2014-02-07 10:50 | Report Abuse
E&O said stp2 land only available 2 years later: http://www.theedgemalaysia.com/business-news/274197-highlight-consortium-zenith-gets-nine-acres-in-stp1.html
contradict story, becareful.
2014-02-07 10:33 | Report Abuse
weighted against cost among c7-9, not sure this "sensitivity" is any useful... depends on yr risk taking ability then :)
2014-02-07 10:20 | Report Abuse
hold only low debt if not net cash plantation co., always check debt ratio in order to truly hold long for palm's good year to come! yr $ yr choice!
2014-02-07 09:55 | Report Abuse
one of the very few best plantation stock finally wake up!
2014-02-06 17:27 | Report Abuse
no need to worry at all, kseng is net cash, enjoying favorable forex in its biz. kseng this fiscal year is certain to perform better than last year already. some correction is actually good.
2014-02-06 10:57 | Report Abuse
cpo outlook remains unclear: http://www.btimes.com.my/Current_News/BTIMES/articles/20140206103013/Article/index_html
2014-02-06 10:46 | Report Abuse
yupe, 1mdb needs new asset to go listing, fat cat ytl will need miracle to win this. let's c.
2014-02-06 10:35 | Report Abuse
becareful, now rice farmers also went on street.
2014-02-06 00:11 | Report Abuse
tea, there is still unrealized foreign loss, watchout for this. the USD loan will be a pain in the ass for mkh for sometime. going forward mkh earning must be high enough, esp if really wanna join 100k ha club.
good luck!
2014-02-05 23:53 | Report Abuse
meow-meow, m'sia & thai r very different in terms of culture and history, can't really compare... in m'sia, a simple utube video can result to 87 police cases reported; while there r x number of crime going on out there.
warn on thai: http://www.theedgemalaysia.com/business-news/273931-mazda-mitsubishi-see-record-annual-profits-warn-on-thailand.html
2014-02-05 23:45 | Report Abuse
latest q plantation profit all ate up by forex resulted to segment -42m loss. cpo price still in range bound, there is no strong sign of demand hike, hopefully supply won't overrun demand in long term.
2014-02-05 23:14 | Report Abuse
hahahaa... finally, someone spell the magic word El Nino ;D hopefully v don't have to wait 3 years.
2014-02-05 23:04 | Report Abuse
at very least supermax rolling 4q eps is 21c. there is nothing to shout about borrowings as it is integral part of every business, HOWEVER, when the level way surpass the earning continuously, that's when the bell start to ring.
some heard it some don't, nevermind, yr $ yr choice, it's juz a view here. who knows, sharky collected enough, this ctr still fried like nobody business.
2014-02-05 22:55 | Report Abuse
sure? borrowings denominated in USD already USD21m, not to mention the current interest bearing liabilities. fortunately, private placement repay 110m, *hopefully no dilution.
2014-02-05 22:15 | Report Abuse
don't be over optimistic, u haven't seen one does not mean there isn't any. super high gearing with lousy earning, where the $ come from to pay back?
afterall, there is only 1 plantation counter ka?
2014-02-05 22:09 | Report Abuse
and u believe that? good to u
2014-02-05 22:00 | Report Abuse
do u know how much this co. is repaying debt interest alone every month?
Stock: [SAPNRG]: SAPURA ENERGY BERHAD
2014-02-08 21:37 | Report Abuse
which warrant do u prefer?