ks55 == I am still collecting SAB anything below 3.20
Not for its dividend but for the 644 acres of Thugamalay Estate.
16/03/2024 11:24 PM

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I bought into SAB not for its Riau oil palm plantation, but for its Thugamalay Estate. Substantial holding in Paramount further enhance its valuation as Paramount is set to fly when it announce its Q1 result end of the month.

Posted by ks55 > Mar 18, 2024 6:50 PM | Report Abuse X

Poh Kong is going to announce Q2 result this week.
What can you deduce from gold price movement for past 5 months? i.e. Oct 2023 to Jan 2024.
What can you expect Q3 result from Feb 24 to Apr 24?

https://goldprice.org/gold-price-malaysia.html

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I bought 2 lorry loads of Poh Kong just before it announced its Q2 result. Now waiting for more than 100% profit........after it announce its Q3 result next month. You can join me for a free ride too............

I will sell Poh Kong at 2 ringgit.

Paramount is about to fly, so is SAB.....

Because it holds substantial Paramount shares?

Posted by ks55 > Apr 18, 2024 10:53 PM | Report Abuse X

I am not selling MBSB unless it reach 90 sen. What is that to sell if my cost is less than 50 sen ?

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MBSB is heading towards 90 sen, then to 1 ringgit and beyond. It is now becoming a banking stock with MIDF under its wing.
3.5 sen dividend declared just waiting to announce entitlement date.
For 2 days in a row big volume and surge in price, and according to TVVA principle, someone must have information privilege to insider.

Have you bought any? Still not too late to get a free ride!

https://klse1.i3investor.com/servlets/stk/chart/1171.jsp

https://goldprice.org/gold-price-malaysia.html

Comparing April gold price with March gold price, you should be convinced why Poh Kong Q3 result ending 30 April would yield profit between 15 sen to 20 sen a share.

Posted by ks55 > Apr 4, 2024 8:56 AM | Report Abuse X

Q2 compared with Q1, revenue increased by 48%.
Q2 gold price is very much higher than Q1.
And for Q3 gold price surge much higher than Q2.
We expect revenue for Q3 will increase by about 50% as major festival (CNY, Hari Raya and Hindu wedding season) and profit will be around 10 to 15 sen per share.

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Judging from Tomei Q1 result of 15 sen per share ending 31 Mac, we would expect Poh Kong Q3 result ending 30 April should be 15 - 20 sen a share. Bearing in mind April gold price is very much higher than March.

Tomorrow Poh Kong price should fly.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3447819

TOD by Paramount selling like hot cake.
https://www.youtube.com/watch?v=EvcS07zvBvg

Atwater residential towers all sold, result will reflect in Q1 by end of the month. More important is to see Atwater Commercial Towers almost ready and money is rolling in now. Anyone staying in PJ should be able to confirm that. Just passed by Atwater development on Sunday, all look so beautiful with glassy finishing touch.
https://www.youtube.com/watch?v=4OXi-z8tMTc

ks55 Paramount shows a steady upward trend. Wait till Q1 result with 6 sen profit, then those IBs will start to make coverage. They won't take the initiative but just to make 'report' on what already happened.

https://klse1.i3investor.com/servlets/stk/chart/1724.jsp

Posted by ks55 > Apr 19, 2024 11:22 PM | Report Abuse X

First TOD by Crescendo going to take place in second half of this year. Land acquisition completed for 72 million.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3436523

The Group plans to launch 1,200 units of serviced apartments which are located within the vicinity of the RTS terminal at Bukit Chagar with a total GDV of approximately RM1 billion in second half of FY2025.

Taking 30% gross pretax profit, that is rm 300 million. So cost of development inclusive of land is rm 700 million. Land cost is about 10% of capital outlay is very very low. Normally for high rise, it should be 15 to 20% of the development cost.

Construction cost is between 50% to 60% of development cost, i.e. 350 million to 420 million. Since KimLun has the expertise to build high rise, and it has worked well with Crescendo before, there is good chance KimLun can get get this job by end of June.

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How much profit do you think this project can bring in ?

Today will have a long green. Aiming for rm 4.00 by end of the day.

KimLun is showing steady upward trend with volume associated to its activity. Believe the upward momentum will continue for some time.

https://klse1.i3investor.com/servlets/stk/chart/5171.jsp

Aiming at 4 ringgit tomorrow. 6 ringgit is achievable premised on intrinsic value of 9 ringgit.

Hopefully remaining 75 acres can sell at rm 150 psf to more DC operators within next few months.

Posted by ks55 > Apr 4, 2024 6:20 PM | Report Abuse X

Crescendo disposed another 25.3 acres of NCIP to Microsoft for rm 132.5 million or 5.22 million per acre. Looking at the previous transaction, deal will complete by July (less than 4 months).

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3436351

Just within 40 days, everything need to do already done, and we can expect to received payment by end of May. This is called efficiency and professionalism. Give salute to Crescendo management team.

The Board of Directors of CCB wishes to announce that the Conditions Precedent set out in the SPA have been duly fulfilled. Accordingly, the SPA has become unconditional in accordance with its terms and conditions on 13 May 2024.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3447167

Crescendo is looking for buyer for its 75 acres of industrial land at NCIP. Looking at the latest transaction @ rm 138 psf at SILC, NCIP land should sell at rm 150 psf, or rm 6.5 million per acre. (something like DongQuan to Shenzhen). So this 75 acres worth rm 488 million!

Building cost not much different from JB. Material and labour cost about the same. Find out how much houses selling in Kulai. Why so cheap? I don't have rocket science knowledge but I know why.

Land in Kulai is not that expensive compared with JB, Pulai, or Plentong. Fetch half the price only.

Residential property in Kulai controlled by 2 developers. i.e. IOIP and Genting.

Believe APM is going to release another set of sterling result in next few days. Traditionally more car sold prior to Chinese New Year, and this year is special, it covers Hari Raya as well.

EWInt up by 2 sen with big volume, so it is a positive sign for Paramount to move in tandem.

Very likely Paramount will fly later today. All ground work done and the catalyst is the 21.5% new purchase of EWInt.

Paramount exposure to EWI investment in effect amounts to only 70 million, after taking into consideration 100 million it will receive via capital reduction amounted to 500 million.

To hold a strategic stake with mere 70 million is worth the risk. More so after receiving the special payout, Paramount has 517 million EWI shares to play the market. Only Liew Kee Sin cannot afford to lose control of the company, so leave it to Paramount to operate as it so wish. Again maximum risk is limited to 70 million.

Believe Paramount share price will react positively on Monday.

What do you have to talk about Paramount share price? Slowly but surely on the way up. Q1 result out by end of the month.

https://klse1.i3investor.com/servlets/stk/chart/1724.jsp

Gold price in Malaysia again 360 per gram now.

https://goldprice.org/gold-price-malaysia.html

https://klse1.i3investor.com/quoteservlet.jsp?sa=ss&q=CRESNDO

CRESCENDO CORPORATION BERHAD ("CCB")
DISPOSAL OF LANDS BY PANORAMIC INDUSTRIAL DEVELOPMENT SDN BHD ("PID"), A WHOLLY-OWNED SUBSIDIARY OF CCB TO YU AO SDN. BHD. completed today total payment rm 112.77 million. Will reflect in Q2 result.

Paramount next QR end of the month. Should report not less than 6 sen a share.
Since there was no Final Dividend declared, Interim Dividend to compensate for that, 6 sen dividend is likely to declare in August.

You want to wait for next QR report by end of the month, or you want to buy now? Your decision will make you make more profit or less merely depend on timeliness action.

According to what is written in latest Annual Report, only Interim and Second Interim dividends to declare from this year onwards. So 1st interim dividend will be declared in August and going to compensate for no final dividend for FY 23.

Too bad. Paramount is not declaring final dividend. Change of policy.

The most is 2 more trading days before Paramount declare its final dividend, expecting it to be 3.5 sen to 4.5 sen.

Q1 FY 25 ending 31 Mac to be announced by end of May, forecast to be not less than 6 sen per share. Annualised profit for FY 2025 to be around 25 sen per share.

TSH at 1.13, I prefer to switch to Paramount. Not to get me wrong, share price is low or high is relative and timing is essential. I have TSH share at below 1 ringgit, I also have Paramount around that price and much lower. I have 10 times more Paramount shares than TSH.

You may want to study the probability of Paramount to outrun TSH by 50% in next few months.

Posted by ks55 > Apr 18, 2024 10:54 PM | Report Abuse X

I am very confident MBSB will reach 90 sen

Singapore govt never encourage people to gamble, but LSL chose to issue to 2 licenses for hyperscale gambling den. What it need to do is to charge $100 per entry for its citizen and PR. Singapore govt is reaping fruits from the very first day when it called for tender to the end of the world. From FDI, to tourist arrival, to employment, to revenue for govt and casino operators, to maintenance and regular upgrading of gaming facilities, all are contributing to prosperity of the city state. There was no political consideration but economy must be the first priority.

For Malaysia, politicking is is bread and butter for the survival of the govt of the day. Who want to sacrifice for economy at the expense of his political future?

Data Centre here, Data Centre there. Data Centres are booming in Malaysia.
Gadang got 280 million contract to build a Data Centre in Cyberjaya from TM.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3441825

It should come naturally as KTM terminates at JB Sentral. Two types of train services required, one is ragular intercity train service, another is commuter train services (kind of MRT with maximum standing capacity).

Kempas Baru train station is the nearest. Setia Tropika (under SP Setia) is the primary beneficiary as it is just next to the new train station. Still have some land to put up TOD properties.

Crescendo will receive another rm 111 million within next 3 trading days. Just based on 3 land sales, Crescendo Q1 FY25 will make at least rm 335 million after tax. Or rm 1.15 per share for Q1 FY 25.

The most is 3 more trading days before Paramount will fly to the moon!

I have a question here.
Is YTLP at 4.08 overpriced?
I asked the same question 3 months ago when it was at 4.06

To look for good investment opportunity, look for Paramount.

The most is 4 more trading days (including today) before Paramount declare its final dividend for FY 23, expecting it to be 3.5 sen to 4.5 sen. You may just look through Paramount dividend payment history to confirm that.

Q1 FY 25 ending 31 Mac to be announced by end of May, forecast to be not less than 6 sen per share. Annualised profit for FY 2025 to be around 25 sen per share.

To make 50% profit from this counter within 6 months is sup sup water.

Don't miss the forest for an old tree. Just look at the probability of making 50% profit from Plenitude vs 50% profit from a grossly overpriced stock (from 4 ringgit to 6 ringgit). Weigh the risk of losing big when you only see a table-size cookies drawn in the air.
25/04/2024 8:59 AM

To look for good investment opportunity, look for Paramount.

The most is 4 more trading days (including today) before Paramount declare its final dividend for FY 23, expecting it to be 3.5 sen to 4.5 sen. You may just look through Paramount dividend payment history to confirm that.

Q1 FY 25 ending 31 Mac to be announced by end of May, forecast to be not less than 6 sen per share. Annualised profit for FY 2025 to be around 25 sen per share.

To make 50% profit from this counter within 6 months is sup sup water.

Don't miss the forest for an old tree. Just look at the probability of making 50% profit from Plenitude vs 50% profit from a grossly overpriced stock (from 4 ringgit to 6 ringgit). Weigh the risk of losing big when you only see a table-size cookies drawn in the air.

Plenitude is the most valuable hidden gem in Malaysian property counter due to extremely low land cost. Very good FCF. Very capable and credible BOD. Very solid major shareholders.
Ready to take off soon.

To make 50% profit from this counter within 6 months is sup sup water.

Don't miss the forest for an old tree. Just look at the probability of making 50% profit from Plenitude vs 50% profit from a grossly overpriced stock (from 4 ringgit to 6 ringgit). Weigh the risk of losing big when you only see a table-size cookies drawn in the air.

I have a question here.
Is YTLP at 4.08 overpriced?
I asked the same question 3 months ago when it was at 4.06

To make 50% profit from this counter within 6 months is sup sup water.

Don't miss the forest for an old tree. Just look at the probability of making 50% profit from Plenitude vs 50% profit from a grossly overpriced stock (from 4 ringgit to 6 ringgit). Weigh the risk of losing big when you only see a table-size cookies drawn in the air.

Plenitude is the most valuable hidden gem in Malaysian property counter due to extremely low land cost. Very good FCF. Very capable and credible BOD. Very solid major shareholders.

Ready to take off soon.

The most is 4 more trading days before Paramount declare its final dividend, expecting it to be 3.5 sen to 4.5 sen.

Q1 FY 25 ending 31 Mac to be announced by end of May, forecast to be not less than 6 sen per share. Annualised profit for FY 2025 to be around 25 sen per share.

Ground work is now ready for Paramount to shoot to the moon. Today lowest 1.06 is only done 800 shares, majority is done at 1.07 (1.64 million shares). You should see substantial price movement tomorrow or by Friday.

If want to go back to ancient time, I can also tell them I bought UEMS at 19 sen.
I bought KSL at 40 sen.
What for?
Sudah basi.

With current price, not YTLP at 70 sen or 1.10

Best to counter them is to show your winning pick.

People try to belittle me. Just to show they are not really so good as they claimed.
YTLP grossly overpriced, and still they are promoting with all sort of write-up just like HYR years back.

My Paramount also going to beat YTLP by big margin today.