Big data , artificial intelligence need good fibre network.
Tm is still very important company for the govt. it is good that this time tm can do a lean exercise. End of the day it will benefit tm.

The govt will investigate where the ups fund of rm15 bil contribute by all the broadband player goes. It supposed to use to improve the broadband speed.
Maybe telan by 1mdb again.
The govt have to involve in improve speed and pricing also instead of forcing the public
Sector to do this and do that for their political agenda.
Like this ph is no difference from bn.

http://klse.i3investor.com/blogs/Herbert/164378.jsp

No price reduce but boost the broadband speed.
It is a win-win situation between the gov and the broadband player.

http://klse.i3investor.com/blogs/Herbert/164224.jsp

Those wHo think long term can safely do average dollar investment. Sometimes it difficult to time the entering point.

Rakuten Trade's top picks: Maybank, Genting, KLK and TM

July 05, 2018 17:23 pm +08

KUALA LUMPUR (July 5): The FBM KLCI will benefit when foreign investors return to emerging markets (EM) and when they do, stocks like Malayan Banking Bhd (Maybank), Genting Bhd, Kuala Lumpur Kepong Bhd (KLK) and Telekom Malaysia Bhd (TM) should do well, according to Rakuten Trade Sdn Bhd.

Kenny Yee, the head of research at Rakuten Trade, Malaysia's first fully online equity broker, told reporters at its market outlook briefing for the second half of 2018 that index-linked blue chips are ripe for the picking following some of the heaviest selldown seen in May and June.

"As I said earlier, go for index-linked counters and among the 30 index-linked counters, these are the top four that we have," Yee said.

Yee explained that Maybank, Genting, KLK and TM are among some of the blue chip counters that are trading near or below 2-standard deviation of the companies' average share prices.

He also added that the valuation of the benchmark index is attractive at the current level.

Recall that net foreign selling has escalated after the 14th general election, which saw a change in government.

For Yee, some of these net foreign selling are attributed to the uncertainties under a new government as market observers seek clarity in the country's future direction.

"We have seen some kitchen sinking done by the new administration, which is rather painful for some of us, especially for the market observers, but we think this only as a short-term pain.

"Malaysia will definitely be on a firmer footing after this kitchen sinking exercise," Yee added.

He however pointed out that the foreign selling is not exclusive to Malaysia alone as most of the EMs also saw huge foreign outflow amid uncertainties surrounding a potential trade war between the United States and China as well as the interest rates hike and concern of a faster-than-expected tightening by the US Federal Reserve.

"NOW EVERYONE CAN BUY TM "

will collect 10 lots for every 20 cents drop.

epf start to acquire more on this bluechip counter.
this is the time to collect cheap.

tomorrow rebound.
this counter control by ikan jerung.
They don't follow chart one.

Kps will score the world cup goal soon.
Just enjoy the game . No worry bcos this is selangor govt own counter.
Many opportunities.

The new minister very optimistic and he talk as below

"Let's not talk about the past, let's go for the future. I think we are ready to solve the problem that has been going on for such a long time. All parties are ready in order to see an end to this, and we are definitely ready to get this done within one month," he said.

Like this sure 1x book value. No wrong this time.

beautiful chart like Roger's girlfriend.. Dolly Parton
tomorrow guarantee cross 2.00
roger, correct ?

strike while the iron's hot.
Bursa is bad but not for kps. You will safe when you invest long term in kps. Just hold until the real value emerge.
You won't regret it.

I sleep in the water tub every night nowdays

She waiting for you to eat her

Roger.... Dolly Parton want you tonight

She want you to sing the monkey song.

Roger , roger where r u ?
Dolly Parton looking for you urgently.

I already tell the shark to makan until 1.80 today.
If not I will cook them to become shark fin soup.

Let fulfill roger wish to eat Dolly Parton.
Move it to 3.00

When kps reach 3.00; I will belanja roger eat Dolly Parton.

Today I can guarantee can break 1.80

Roger; correct ?

Roger is crying
Huhuhuhu

The new govt have to follow rule of law .
Not rule of the jungle and simply threaten by removing licence

The fed said July is the last month. They do not want delay anymore
If do not want delay, sure they have to offer good price for splash.

Selangor water restructuring to end within a month, Xavier promises
Author: savemalaysia | Publish date: Tue, 3 Jul 2018, 12:47 PM

PUTRAJAYA, July 3 — Newly sworn-in Water, Land and Natural Resources Minister Xavier Jayakumar promised today to finalise the long-standing water restructuring exercise in Selangor within a month.

He told reporters on his first day at the ministry that this was his current priority.

“The last day for the restructuring exercise is tomorrow but after speaking to the heads of departments, we have agreed to postpone the exercise for another a month.

“Rest assured this water deal, which among others include acquiring Syarikat Pengeluar Air Selangor Sdn Bhd will be resolved within a month,” he said.

However, Xavier did not disclose any details on the cost for acquiring Splash.

Under the current restructuring exercise, Splash is the sole remaining water concessionaire that has yet to be consolidated into the state water industry.

Separately, the minister said he will also look into extending the bauxite moratorium in Pahang.

His ministry is consolidates some roles previously handled by the Energy, Green Technology and Water (Kettha), Natural Resource and Environment (NRE) Science, Technology and Innovation (MOSTI) ministries.

Xavier explained that this was why his ministry has two secretaries-general now.

“There will only be one secretary-general in the near future but I will leave this matter to the Chief Secretary to decide,” he said when asked about this.



https://www.malaymail.com/s/1648144/selangor-water-restructuring-to-end-within-a-month-xavier-promises

Other kps asset... highway, cooking gas, telecommunication, water treatment chemical.... fair value 3.50

16 km will provide contract about 20 million
More area in selangor need pipe replacement due to Selangor has been neglected by BN since a decade.
This is only pipe replacement.
Road repair project has not included yet.

Time to put Selangor back to a good state. Kps is getting more hotter and hotter.

everybody park their money at kps.
market bad, kps shine

https://klse.i3investor.com/blogs/TRVnews/163385.jsp

The weekly edge list the top winners year to date (for 6 months period 2018) for counters that market cap fall within the range of rm500 mil and rm1 bil

1st place: Borneo aqua harvest with total return 78%
2nd place: cck consolidated with total return 68%
3rd place : kps with total return 41%

congrate those kps holders. By year end 12 months , maybe reach 1st place.

Sources say MRL would not have signed ECRL contract given a choice
TheStar Sat, Jun 30, 2018 - 10 hours ago


MALAYSIA Rail Link Sdn Bhd (MRL) would not have signed the East Coast Rail Link (ECRL) project contract if given a choice in the first place, according to sources.

A source says that MRL representatives revealed this to the Council of Eminent Persons (CEP), who noted that the contract was heavily skewed against Malaysia’s favour.

“Among the reasons was the 15% upfront payment. After information was revealed to the public of the unfavourable contract terms to Malaysia, even China government officials were quite embarrassed about it and agreed to changes in the agreement,” says a source.

It was reported earlier that the previous Barisan Nasional government signed for an entire project amount of RM66bil, and a 15% upfront fee amounted to around RM10bil.

After further scrutiny from the new government, the ECRL project will now undergo cost cutting measures that will see some RM26bil or more being shaved off the cost of the entire project.

“The project which was mooted by the previous BN government would have to be carried out by the new government because commitments have already been put into place. A cancellation would entail higher additional costs of more than RM21bil,” the source says. “So given this scenario, despite the new government having the right to cancel the ECRL project if it went against national interests they have decided to proceed,” he adds.

After the proposed cost cutting measures, costs for the ECRL project is expected to drop to RM40bil from the initial RM66bil.

The effect of the cost cutting would now see both Phase 2 and 3 of the ECRL project being cancelled, the sources say.

Phase 2 is the railway route from Gombak to Port Klang costing some RM9bil while Phase 3 is the double tracking portion & route to Pengkalan Kubor that costs RM11bil.

There are also proposals to only defer the Phase 2 of the project and to eventually award them to local contractors in an open tender. “But this is still being studied in-depth but the priority is to cut costs at this stage until the RM1 trillion debts come under control,” the source says. There are also other adjustments that will be made to the finer details of the project.

Among the proposed changes to the present ECRL project include to cut the total number of stations and to do away with the smaller ones.

“The aim of this is to really cut costs as there are grounds to believe that the mainland Chinese have over-designed it if the smaller details are observed,” a source says.

It is also understood that the number of tunnels will also be slashed from 50 to around 25.

“All these tunnels had exponentially added to costs and thus an alternate route without tunnels but surface railway will likely be chosen so that it will be more friendly to costs. While the design or even the total number of bridges will also be re-looked again,” he adds.

According to najibrazak.com, the ECRL had initially incorporated a total length of 100km in bridges with 50km of tunnel length that will cross the Titiwangsa Range.

MRL said earlier in the month that progress for the project is near 15% and they project team has already set up base and satellite camps in all eight sections of the project, land acquisition, site clearing and the construction of road access.

The company also said then that the construction had also included multiple road access of about 95km in length and temporary bridges spanning 1,067 metres that have been constructed at many of the ECRL project sites in the east coast states.

Other areas that will be reconsidered or re-looked include number of depots and the size of these depots.

The sources also said that the mainland Chinese have also offered to build a rail school for knowledge transfer purposes.

Changes will also be seen in the composition of local contractors participation so that it will be a more Malaysian project.

“Accordingly, the project managers also wanted to shed the image that this is purely a mainland China project that is being merely being deployed to Malaysia. I believe the Chinese contractors were in agreement and thus local content is expected to increase to at least 45% from 30% before,” the source says. The source said that the proposal was to allow for all civil, tracking and some systems works to be done by local contractors.

“The mainland Chinese have agreed in principle that this is acceptable since it is being built on Malaysian land. It will also give more stability to the ECRL project as it eliminates foreign exchange risks,” the source says.

The east coast railway link project cost 66 bil. The new govt will cut cost 26 bil. This cost saving can be used for splash deal which is more important for foreign investment.

This one is a sure win company.
Don’t buy all those sure loose counter and pokai yourself

Roger only know how to say pump and dump, pump and dump,monkey here ,monkey there..... don’t know which college he come from.

Aiyah ... you all first time play share -meh ? After dividend must slow slow go up. Like that also don’t know meh.

This BN govt want to sapu all the money use for splash takeover and give to 1mdb jho low and the gang. Pokai gang. Make the country suffer without water to take bath. Have to go to sungai to take bath.

Now what counter u play also dead but EXCEPT KPS

All the water leakage is money to the drain. The fed will save a lot later even though without gst.

this time they won't be delay. July 18 is the cut off date. At least they settle of important item within the 100 days although it is not in their manifesto . This water deal more important than their manifesto list as it will bring confident to the foreign investor.

Stephenloo; The news is last year dated Friday, September 8th, 2017 in which the reason of delay is bocs the fed do not want to disclose the independant valuation report from Deloitte.
Since now the fed is pH, definitely they will disclose it .

Treasury Secretary General Tan Sri Dr Mohd Irwan Serigar Abdullah .... create all the "red files" related to 1MDB.
No wonder the previous Fed not able to settle the splash deal although already got the independent valuation report bcos their main priority is to use the money for 1mdb and not for selangor people. Dirty politics.

the key point to this deal is the independent valuation of splash where the previous BN do not want to declare due to the offer is 1x book value which is similar to another independent valuer, Moores Stephens Associates PLT .
Both Deloitte and Moores Stephens valuate it at 1x book.


Friday, September 8th, 2017 at , Corporate Malaysia | News

Selangor MB wants federal govt to share report by auditor Deloitte

By ALIFAH ZAINUDDIN

Negotiations over Syarikat Pengeluar Air Selangor Holdings Bhd (Splash) has hit another snag with the Selangor state government claiming that it has not been shown the result of an independent valuation on the company.

Mentri Besar (MB) Datuk Seri Mohamed Azmin Ali said the appointed auditor Deloitte Malaysia has concluded its valuation and submitted a report to the federal government this year, but the valuation has not been shared with the state government.

“I was informed that Deloitte has submitted the report early this year, around February or March. The Energy, Green Technology and Water Ministry wrote to us that the report had been tabled to the Cabinet in May. Subsequently, they asked us to determine the consideration for Splash. How can we do that?” Mohamed Azmin said.

“How can you ask us to pay 40% of the total consideration when we do not know what the total quantum is?”

The Splash deal is the final jigsaw in Selangor’s much needed water consolidation plan. The state government was supposed to take over Splash after it absorbed three private water concessionaires, with the federal government brokering the deal because it involved both state and federal assets.

The state government initiated the takeover of the four concessionaires in 2008. Over the years, all the disparate companies have agreed to the buyout except Splash.

Puncak Niaga Holdings Bhd, Syarikat Bekalan Air Selangor Sdn Bhd (Syabas) and Konsortium Abbas Sdn Bhd sold their water assets for a combined value of RM6.67 billion.

Splash turned down the amount offered on grounds that it was not a fair price as it had the longest remaining tenure.

Azmin said under the master agreement that was signed with all parties, Selangor will not decide on the purchase price of Splash because payment would be made by the federal government’s Pengurusan Aset Air Bhd (PAAB).

“We never agreed that we should finance 40% of the total consideration because in the first exercise with Puncak Niaga, Abbas and Syabas, they (the federal government) paid in full, and we surrendered our assets to PAAB. That is the mechanism.

“Now, they want to change it. We never agreed to that because under the master agreement, the consideration must be paid by PAAB, by the federal government. Why change the formula?” Mohamed Azmin said.

The Selangor state government has urged Putrajaya to reveal the report prepared by Deloitte to reach a mutual agreement on the water deal before the extension deadline ends on Oct 5.

“Now, we are waiting. How can they ask us to decide when the payment will be made by the federal government, not by the state, and they have done the valuation. Why are they hiding the report?

“We want to conclude as soon as possible but of course, the extension is until Oct 5. It is up to the federal government now, not the state,” the MB said.

In a meeting with Treasury Secretary General Tan Sri Dr Mohd Irwan Serigar Abdullah on July 18, Mohamed Azmin informed that the state government could not settle for a 60:40 value, without knowing the exact worth of the takeover.

He also told the state assembly that his administration would not accept any proposal to increase the water tariff in the Klang Valley to pay off its loan.

https://themalaysianreserve.com/2017/09/08/independent-valuation-splash-delaying-deal/

ongkili sudah tarak ong.Tak tahu mana hilang. Mungkin sama jamal.
sekarang azmin kasi ong sama kps.
esok rebound after ex-dividend.

Normally market down, kps up . Many times happened .

Najib 2.50 go his account. If not 3.40

Tun m tp 3.50

Anwar tp 4,50

Najib tp 90 sen

The World Cup winner goes to >.....>......................._KPS