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2013-12-16 21:49 | Report Abuse
although eps till date is not as good as last year due end of previous t&i prjs come to an end, but with new t&i prjs secured, 2014 fy eps may break 2012 record. if water deal sealed, u can expect eps to up 1 fold at least, not to mention div. still 1 more q to go for 2013, total will not b far from 2012. affin suggested a floor price of 3.55 base on conservative valuation. puncak still trade at a very attractive level atm. yr $ yr choice!
2013-12-16 16:50 | Report Abuse
noticed the vol very much concentrated at 300-999 level with only 40% buy rate, and looking at other categories... this sounds like distribution. anyway, juz a wild guess... watchout
2013-12-16 16:35 | Report Abuse
if the performance cannot keep up tomorrow, will see .6x even worse as severely overbought. good luck!
2013-12-16 16:29 | Report Abuse
4.30pm already buy now for what? :D
2013-12-16 16:06 | Report Abuse
straight line down from .835
2013-12-16 14:56 | Report Abuse
m'sia is not the only country with this trend. few major factors which are:
-- changing demographic: with people living longer resulting in growing elderly citizens;
-- greater affluence that causes more lifestyle-related illness;
-- over-crowded public healthcare facilities;
-- rising middle class: leading to greater consumer awareness; and
-- access to funding: with greater insurance penetration leading to increasing accessibility to private healthcare services.
on top of the above, gov healthcare budget also driving this sector fast.
2013-12-16 14:48 | Report Abuse
recent gm has mentioned several times m&a to be expected in 2014, a point which the ceo wants to make sure everyone heards it; but without review any clue
2013-12-16 12:44 | Report Abuse
selangor/kl folks will be busy: http://www.bernama.com/bernama/v7/newsindex.php?id=1001328
2013-12-16 12:29 | Report Abuse
correct, have been tailing healthcare sector for years already :) healthcare sector is not cyclic and a necessity, obvious candidate for long term
2013-12-16 09:53 | Report Abuse
booming healthcare sector to meet escalated demand, 5 more hospitals in next 2 years: http://www.theedgemalaysia.com/business-news/267552-kpj-to-open-5-more-hospitals-in-the-next-two-years.html
2013-12-16 09:22 | Report Abuse
c 10/12 chart till date, obviously it's pay day for these takers, so... pandai-pandai
2013-12-16 09:02 | Report Abuse
no more element of surprise, but still a good run for good $$$ :D tqvm
2013-12-15 21:24 | Report Abuse
RM1bil boost for 10 new Healthcare NKEA projects
http://www.thestar.com.my/News/Nation/2013/12/13/RM1bil-boost-for-10-new-Healthcare-NKEA-projects.aspx
2013-12-14 16:54 | Report Abuse
another boost to healthcare sector, penang to build first Medical Tourism Building, the Signing Ceremony between Heng Lee & Company and HSC Property (Penang) Sdn. Bhd
http://www.youtube.com/watch?v=Lf4DONKoVxM&feature=youtube_gdata
2013-12-13 22:33 | Report Abuse
juz how urgent to solve the water deal? http://www.bernama.com/bernama/v7/sp/newssports.php?id=1000697
2013-12-13 22:02 | Report Abuse
the method offer u a way to reinvest at a lower cost (2.3x) without pumping in fresh $, and cash out portion of cash (say 2.3x-1.65). it doesn't recover yr loss (if bot only days ago, u can't b losing too much but few cents only). should the price recover, yr reinvestment will help u on that.
2013-12-13 17:53 | Report Abuse
1 way looking at this is does the ctr has anything no other can replicate
2013-12-13 17:46 | Report Abuse
may also sell mother share after ex, use the $ to settle the exercise cost. if u believe mbsb will out perform next year, can consider the wa. this year eps looking to break last year, so far out perform affin, bim
2013-12-13 11:44 | Report Abuse
yup, from retailer perspective both have their strength. kpj is local king, ihh has operation outside m'sia. adventa is the lowest entry to this sector with local and regional exposure plus ETP prj on hand. yr $ yr choice!
2013-12-13 11:38 | Report Abuse
not true, u can't see healthcare "at the moment" (not like FMCG), instead c the five years reports/trend, both revenue/profit and share price continuously up. healthcare is one of the pillar under Visit M'sia 2014 alone, already several funds been invested in the sector. watchout for counter that have exposure outside m'sia in this sector. good luck!
2013-12-13 11:30 | Report Abuse
sounds like the whole market is pointing their gunship towards barakah...
2013-12-13 11:22 | Report Abuse
couldn't imagine what's gonna happen for barakah soon... :D :D :D :D
2013-12-13 11:20 | Report Abuse
healthcare products & services is on top of gov agenda for 2014, juz watch it
2013-12-13 11:19 | Report Abuse
puncak does the pre-show for barakah now :D :D :D
2013-12-13 11:18 | Report Abuse
with this T&I prjs won, puncak book will be firm thru 2016 along with continous income from water, strong EPS outlook while waiting for 5.9b cash :D :D
2013-12-13 11:02 | Report Abuse
2013-12-13 10:47 | Report Abuse
hahahaa... good chance :D, as v see today, barakah already overtake perisai/alam
2013-12-13 10:41 | Report Abuse
hlcap is best of the best run counter!
2013-12-13 09:50 | Report Abuse
u didn't know there is a site call bursa announcement? there is also a site list down the rules and regulation of listing co.
2013-12-13 09:43 | Report Abuse
for news announcement counter must submit request to be suspended, not suddenly suspended like this. else it would be too easy to for insider to fool around. *world class bursa boleh!
2013-12-13 09:36 | Report Abuse
all in a sudden, *world class bursa boleh!
2013-12-13 09:12 | Report Abuse
member, v will c how the OR perform first :)
2013-12-13 09:08 | Report Abuse
sell yr OR in the open market will do. btw, have u do a comparison of RoE etc to BIMB, AFFIN? even after dilution, MBSB looks much cheaper and stand to perform well in 2014. anyway, yr $ yr choice!
2013-12-12 22:41 | Report Abuse
as puncak/gamuda have been very specific, there shouldn't b anymore "water testing" proposal :)
2013-12-12 22:36 | Report Abuse
depends how long u plan to hold. bimb-wa high premium there r ppl talking to hold it 10 years! mbsb with current eps/div & drp in sight is cheap at current price. yr $ yr choice!
2013-12-12 18:00 | Report Abuse
there's still hope as state gov didn't shut puncak: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1490137
2013-12-12 17:21 | Report Abuse
since the rolling 4 qtrs. turn green, note the share price starts climbing
2013-12-12 17:19 | Report Abuse
investor have confident in the mgmt. is the key driver to the share price
2013-12-12 17:16 | Report Abuse
90c too expensive to hold, note the exercise price is $4.72
2013-12-12 17:10 | Report Abuse
heavy unloading despite overall 63% buy rate...
2013-12-12 16:58 | Report Abuse
this will not be the only O&G SPAC that can bring big smile. watchout for more :)
KLSE MARKET STRATEGY N GUIDANCE
2013-12-16 22:03 | Report Abuse
Will Fed Hint This Week at Its 2014 Course? http://m.yahoo.com/w/legobpengine/finance/news/fed-hint-week-2014-course-100000390.html?.b=index&.cf3=More+Top+Stories&.cf4=1&.cf5=Bankrate.com&.cf6=%2F&.ts=1387202314&.intl=us&.lang=en