INVESTING IS COMMON SENSE COMMON SENSE IS EASY EASY IS UNDERSTAND
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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."
2023-11-30 18:51 | Report Abuse
hi, below is my analysis of Malakoff, feel free to give comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-11-30-story-h-213388592-Malakoff_Corporation_Berhad_is_OVERVALUED_based_on_dividend_discount_mo
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
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
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.
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
2023-11-01 19:07 | Report Abuse
feel free to share your thoughts on Tenaga Nasional Berhad
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
2023-10-23 09:25 | Report Abuse
hi , below is my analysis of petronas chemicals group , feel free to give any comment
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-10-23-story-h-216935674-Petronas_Chemicals_Group_s_RM_10billion_investment_in_Perstorp_is_FUTIL
2023-10-09 17:37 | Report Abuse
Hi, Below is my analysis of Lotte Chemical Titan
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-10-09-story-h-218002563-testing
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
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
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
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
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
2023-04-08 14:06 | Report Abuse
hi, below is my little thoughts on Press Metal, feel free to give any comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-04-08-story-h-274156582-analysis_of_PRESS_METAL_ALUMINIUM_HOLDINGS_BERHAD
Regards,
Raymond Lim, CFA
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
2023-03-31 20:56 | Report Abuse
hi, below is my little thought of MR DIY, feel free to give any comments
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-03-31-story-h-274367949-analysis_of_MR_D_I_Y_GROUP_M_BERHAD
Regards,
Raymond LIm, CFA
2023-03-26 16:17 | Report Abuse
Hi , below is my little thought on toto, feel free to give comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-03-26-story-h-275171373-analysis_of_Berjaya_Sports_Toto_Berhad
Regards,
Raymond Lim, CFA
2023-03-20 20:52 | Report Abuse
hi , below is my little thought on astro, feel free to give any comments
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-03-20-story-h-275973746-astro_analysis
Stock: [MAYBANK]: MALAYAN BANKING BHD
2023-12-26 15:34 | Report Abuse
below is my analysis of Maybank, Feel free to give comments.
https://klse.i3investor.com/web/blog/detail/investmentknowledge/2023-12-26-story-h-211538632-Maybank_OPR_hikes_benefits_only_banks_says_Guan_Eng_This_is_an_invalid_
Regards,
Lim Khai Woon