investingiscommonsen

investingiscommonsen | Joined since 2023-03-11

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INVESTING IS COMMON SENSE COMMON SENSE IS EASY EASY IS UNDERSTAND

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Stock

2023-12-04 12:48 | Report Abuse

I sought clarification from MFCB about the total valuation on the hydropower project. Below is MFCBs' reply. The valuation of the project is USD 425million as I mentioned before in the blog.

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-11-23-story-h-214221059-Part_2_Mega_First_Corporation_Berhad_is_OVERVALUED



"US$85 million is the purchase consideration which MVL has to pay to acquire 20% in DSPC. As MVL is a 56.25%-owned subsidiary of MFCB, MFCB’s share of purchase consideration will be US$47.8 million.



MVL’s acquisition will be partly funded by US$55 million bank borrowing. Therefore, the implied equity/shareholder-advance funding will be US$30 million. MFCB’s share of equity/shareholder-advance contribution to MVL will be US$16.9 million.



Based on US$85 million for 20%, the implied project valuation is US$425 million."

Stock

2023-11-23 19:53 | Report Abuse

hi, this is my part 2 analysis of MFCB, feel fee to give comments. Based on my personal opinion, this stock is worth RM2.63 .

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-11-23-story-h-214221059-Part_2_Mega_First_Corporation_Berhad_is_OVERVALUED

Stock

2023-11-14 07:43 | Report Abuse

Hi, My opinion is MFCB is fully valued at RM3.50. below is my analysis, feel free to give any comments.

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-11-14-story-h-215117525-Mega_First_Corporation_Berhad_is_FULLY_valued

Regards,
Raymond Lim

News & Blogs

2023-11-01 22:52 | Report Abuse

Tenaga paid RM14billion to buy renewable energy assets in the UK. The assets are owned by Tenaga Nasional Berhad. But they are generating Return on invested capital from 0.37% and 4.18%. What is the meaning of 0.37% or 4.18%? If ROIC is 4.18%, the return of the 14billion is 4.18%X 14billion=RM585million, which is on par with Fixed deposit rate. Fixed deposit is risk free, meaning to say it is guaranteed. Tenaga Nasional Berhad invested in the projects with low returns with risks like volatile weathers .However, to have more accurate details, we can use IRR to determine the result.

I will be teaching an investing course. If you are interested, you can register with me . The details are in the article.

News & Blogs

2023-11-01 21:43 | Report Abuse

the title is meant that Tenaga Nasional Berhad paid RM14bilion to buy the low performing return renewable energy assets in the UK

News & Blogs
Stock

2023-11-01 13:22 | Report Abuse

Hi, below is my analysis of Tenaga Nasional Berhad "The Failure of Tenaga Nasional Berhad acquiring UK renewable energy assets by paying RM 14billion in cash'

Feel free to give any comment

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-10-31-story-h-216071665-The_Failure_of_Tenaga_Nasional_Berhad_acquiring_UK_renewable_energy_ass

Stock

2023-05-11 16:48 | Report Abuse

hi, below is my little thoughts on CTOS, feel free to give any comments.

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-05-11-story-h-271357996-analysis_of_CTOS_Digital_Bhd

Regards,
Raymond Lim ,CFA

Stock

2023-04-22 20:51 | Report Abuse

hi, below is my little thoughts on lb aluminum berhad, feel free to give any comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-22-story-h-272492132-analysis_of_LB_Aluminium_Berhad

Regards,
Raymond Lim ,CFA

Stock

2023-04-09 20:27 | Report Abuse

hi, below is my little thoughts on A-rank berhad, feel free to give any comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-09-story-h-274130551-analysis_of_A_Rank_Berhad

Regards,
Raymond Lim ,CFA

Stock

2023-04-08 21:36 | Report Abuse

下面是我我对 Mr DIY 的一点想法,请多多给意见, 我有写一篇英文版本,一篇中文版本

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-08-story-h-274134510

Regards,
Raymond Lim, CFA

Stock

2023-04-08 21:22 | Report Abuse

下面是我我对Press metal 的一点想法,请多多给意见, 我有写一篇英文版本,一篇中文版本

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-08-story-h-274134511

Regards,
Raymond Lim, CFA

Stock

2023-04-02 19:08 | Report Abuse

hi, below is my little thought on ihh healthcare, feel free to give any comments.

https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-02-story-h-274336140-analysis_of_IHH_HEALTHCARE_BERHAD

Regards,
Raymond Lim ,CFA

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