k3nthiew

k3nthiew | Joined since 2014-01-09

Investing Experience Beginner
Risk Profile Moderate

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Stock

1 week ago | Report Abuse

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

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1 month ago | Report Abuse

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

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1 month ago | Report Abuse

OMG!! Whats going on??

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2 months ago | Report Abuse

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.

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2 months ago | Report Abuse

The Go letter notice will only happen after SCA turned unconditional

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2 months ago | Report Abuse

@Thinkerbell, you received the money?

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2 months ago | Report Abuse

Or any shareholder receive cash from bstead?

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2 months ago | Report Abuse

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

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2 months ago | Report Abuse

Hi, any existing bstead shareholder around??

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2 months ago | Report Abuse

hardly see stock with takeover offer getting lower

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2 months ago | Report Abuse

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

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2 months ago | Report Abuse

wow, seller hit down to 1.46

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2 months ago | Report Abuse

Any Boustead shareholder here to advise?

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2 months ago | Report Abuse

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

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2 months ago | Report Abuse

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

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2023-08-25 14:34 | Report Abuse

Fantastic result and fundamental but not paying dividend

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2023-08-16 15:31 | Report Abuse

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

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2023-08-16 15:30 | Report Abuse

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

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2023-08-16 15:27 | Report Abuse

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

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2023-08-16 15:26 | Report Abuse

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

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2023-07-14 09:18 | Report Abuse

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.

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2023-02-02 09:29 | Report Abuse

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

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2023-02-02 09:27 | Report Abuse

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.

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2023-02-02 09:23 | Report Abuse

@tigerboy correct me if I'm wrong. Thanks

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2023-02-02 09:20 | Report Abuse

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

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2023-01-31 12:43 | Report Abuse

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

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2023-01-31 12:36 | Report Abuse

@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

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2023-01-27 09:32 | Report Abuse

Market will surprise after the 1Q2023 result

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2023-01-27 09:31 | Report Abuse

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

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2023-01-27 09:19 | Report Abuse

Good news coming from Petronas!

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2023-01-27 09:19 | Report Abuse

Wow! Perdana turn to play!

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2023-01-26 09:19 | Report Abuse

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

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2022-09-23 16:44 | Report Abuse

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.

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2022-09-23 16:39 | Report Abuse

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

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2022-08-30 21:03 | Report Abuse

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

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2022-04-12 10:17 | Report Abuse

New contract coming maybe...

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2022-03-11 09:36 | Report Abuse

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.

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2022-03-09 16:19 | Report Abuse

Wow!! Luckily bot some b4 the run!!

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2022-03-09 11:57 | Report Abuse

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

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2022-03-09 10:04 | Report Abuse

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...

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2022-03-07 09:44 | Report Abuse

But still at multiple yrs high right??

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2022-03-07 09:31 | Report Abuse

Any valid reasons why plantation counters to drop today??

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2022-03-03 14:57 | Report Abuse

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

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2022-03-03 14:54 | Report Abuse

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

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2022-03-03 14:51 | Report Abuse

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.

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Stock

2022-03-01 15:33 | Report Abuse

CPO March break 8000!!