Pesona should be able to sustain it profit in coming quarters giving its book order of Rm2.2bil. Hopefully good result and dividend coming

2.8 billion allocated for federal loan maintenance, Edgenta should get bigger cake next year.

Call off??

OMG!! Whats going on??

FYI, once the SCA turned unconditional, a notice of Unconditional General Offer will be issue, letter of acceptance will be available after 21 days from notice. Normally offer will be open for acceptance for 21 days and offeror can extend up to maximum 60 days, payment will be received within 10 days from the date of acceptance.

The Go letter notice will only happen after SCA turned unconditional

@Thinkerbell, you received the money?

Or any shareholder receive cash from bstead?

May i know what happen during the egm on 9th Sep?

Hi, any existing bstead shareholder around??

hardly see stock with takeover offer getting lower

BHB's EGM was held on 9th Sep, wondering why there is no result?? Bplant was even lower vs last week

wow, seller hit down to 1.46

Any Boustead shareholder here to advise?

@rohank71, how do you know EGM was not proceed??

Finally move, 2H should expect to do better especially 4Q

Fantastic result and fundamental but not paying dividend

Privatization at Rm6.00 is still bad news to minor shareholders

Some more, Kseng is sitting in net cash of Rm1.2B or Rm3.30 cash per share

Kseng RNAV should be above Rm15, which is far away from current market price.

Kseng's NBV will be much higher if the lands in Pasir Gudang have mark to market value, those lands valuation are back to 1980 in Kseng's book

T7 could possible be another Yinson. The MOPU will provide a long term recurring income to T7 like FPSO to Yinson. T7 1st leasing MOPU which achieved first gas in Bayan field will contribute significant amount to T7 while the second MOPU in Nong Yao is up coming.

For some buffer, I think Rm40-60m will be a safe extimation

If assumptions on trade consumers above are right, than the new rate will boost PBA rev by about Rm82m p.a, which is higher than my earlier calculation.

@tigerboy correct me if I'm wrong. Thanks

Thanks for your correction @ tigerboy. I did another calculation based on 2021 data which shown the total 87,691 trade consumers consumed total of 3,530 liters/day, which is 105.9m3 monthly. Based on this assumptions, trade consumers contributed 130m in revenue yearly to PBA which is slightly higher than earlier extimation

My rough estimate on PBA 2023 earnings will be 20-25c eps.

@bfmklm Based on PBA average rev/a about 335m and commercial contribution about 36% of total rev, u can do some simple calculations comparing both old rate and new rate. My calculations in fact shown commercial users from 60-200m3 will get 63% bill increase. Rough calculation, (120m pa x 63% = 75.6m p.a), for not being too optimistic, therefore I only put 40-60m

Market will surprise after the 1Q2023 result

Seems like lot of people not aware PBA has hike their water tariff

https://www.nst.com.my/news/nation/2022/11/856060/penang-water-tariffs-be-adjusted-non-domestic-consumers-jan-1

Good news coming from Petronas!

Wow! Perdana turn to play!

Time to relook into PBA now. With the increased tariff for non domestic or commercial users drastically higher than the old rate from 1 Jan 2023, it will boost 40m-60m to PBA top line

Edgenta's business is recovering with better result expected on 2H2022, strong fundamental with low gearing, proven dividend track record. Unless something out of public info, good buying opportunity if nothing happen.

Likely due to foreign fund selling, tats no enough buyer for them to hit in a single price, therefore have to hit down

WOW!! Good job Icon!! 185m coming!! EPS 7c!!

https://www.theedgemarkets.com/article/icon-offshore-sell-jackup-rig-double-purchase-price

New contract coming maybe...

Expecting CPO to settle down at range 5500-6000, good enough for those efficient plantation companies like Cepat to make huge profit. Just updated Cepat's CPO produced on Jan & Feb 2022 vs 2021, thats 42% up. Expect Cepat could double up the profit on 1Q22.

Wow!! Luckily bot some b4 the run!!

Im not worried on Cepat going down, so long CPO sustain above 5k. I am worried i have too little of Cepat b4 the next run

Some analyst saying the CPO price of Rm8000 is not sustainable and likely to pull back which most people understand, but their neutral call on plantation sector have lots of objection. The analysts seem not understand that even with CPO price of Rm5000, plantation company like Cepat could still make huge profit. Simply plug in the figure from 4Q21, Cepat sold their CPO at the price of Rm5,072 which is a level where i think it could last until year end, simply x4, Cepat could make 31c EPS for FY22. Cepat current PE are merely <4. If a stock that likely to have huge profit coming get NEUTRAL call, i dun knw what can deserve BUY call...

But still at multiple yrs high right??

Any valid reasons why plantation counters to drop today??

It will be a day that market will acknowledge Icon's value when Icon proved its own value.

Market cannot forever ignore stock that have continuity on improving earning.

I think so long Icon can prove itself in coming few quarters result, market will then realized Icon is a buy. Just like plantation counters few weeks ago.

Deep analyst.......

CPO March break 8000!!