kudamuda

kudamuda | Joined since 2014-09-15

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Stock

2017-04-10 11:42 | Report Abuse

@fl888, err.. I don't think the "credibility is at stake" is rationale. If you had follow all the Call / Put warrants in Bursa for years.. some even de-listed within weeks! Anyway, good luck to your investment! 932 still got 142 days before expiry. If all the positive DRB news come true, you can make a big windfall!

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2017-04-10 11:37 | Report Abuse

too bad.. stagnant... I guess you guys have to hold long long time..

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2017-04-10 11:11 | Report Abuse

@fl888, don't really understand how you derived the "nearly 8.9m loss". I thought they issued by direct market making, ie. place sell & buy bids on market directly with a certain spread. There's no such "20sen cost" to them. Mind to explain further your understanding?

how about 928 & 930?

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2017-04-10 09:11 | Report Abuse

OK.. let's wait EPF finish unload..

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2017-04-09 22:00 | Report Abuse

Interestingly, EPF's holding on POS also keep reducing.. what's the story behind?!

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2017-04-09 21:58 | Report Abuse

@gcke, EPF ceased to become substantial shareholder, ie. < 5% holding. That's why you don't see EPF selling announcement after 1 March 2017. We don't know if EPF continue to sell as announcement is not required anymore for holding < 5%.

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2017-04-05 23:10 | Report Abuse

didn't notice any significant / big projects / launching that can contribute sustainable big revenue from their website. Anyone can share some insights?

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2017-04-03 15:42 | Report Abuse

fuyoh... WD going into negative premium territories...

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2017-04-03 15:00 | Report Abuse

@gelong, what's in The Edge Weekly? Only saw the article in Focus M

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2017-04-03 14:58 | Report Abuse

POS certainly sounds like good factor for DRB.. but certainly it's not the only factor right? otherwise, might as well as all go buy POS.. why DRB?

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2017-04-03 14:57 | Report Abuse

good for WD holder.. not so good for WE...

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2017-04-03 09:11 | Report Abuse

Location wise, Union suites looks appealing. Got discount for shareholder? hehehe...

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2017-04-03 09:09 | Report Abuse

@johnsonlim026, what do you mean? the stock code is 5283 & 5283WA.

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2017-04-03 09:01 | Report Abuse

the warrant expiry date is 5 years from now. you don't expect the warrant to trade very near to zero premium right? if it trade very near to zero premium.. means this counter is hopeless. which i doubt so.

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2017-04-03 08:46 | Report Abuse

warrant seems like hot cake..nice if warrant can move towards 0.5 eventually..

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2017-04-02 12:12 | Report Abuse

Sorry, typo. Not "but". It's "buy".

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2017-04-02 12:10 | Report Abuse

The article at Focus Malaysia pg 6 titled "Service provider but 50% of Star Residences' Tower 3".

===
Nearly 50% of the units in Tower 3 of the RM3 bil mixed development Star Residences' has been acquired by an apartment service provider ahead of its launch this month according to sources.

The apartment service provider is believed to have taken up over 200 units of the last tower of the project in Jalan Mayang, a short distance from the Peyton's Twin Towers in Kuala Lumpur.

The source says the apartment service provider is one of the more established names in the market , considering that Star Residences is high-end development.

...

.... Tower 1, comprising 557 units, was launched in 2013 at RM1500 psf and Tower 2, with 485 units was launched in 2015 at over the RM1800 psf mark. Tower 3's pricing is expected to be RM2200 psf.

====


*You're advised to read the full article on pg 6 of Focus Malaysia, April 1-7 edition.

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2017-04-01 01:15 | Report Abuse

Monday everyone focus on Ecoworld International listing.. hehe

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2017-03-31 11:11 | Report Abuse

anyone get EWI? mind to share your TP for EWI?

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2017-03-31 09:59 | Report Abuse

aiseh... don't have any window dressing activity? up up?

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2017-03-31 09:55 | Report Abuse

@wongchin, congratulations.. good that everyone here Huat ah!

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2017-03-30 15:36 | Report Abuse

oh.. suddenly exciting afternoon!

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2017-03-30 10:53 | Report Abuse

hmm.. looks like quiet morning for WCT..

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2017-03-30 08:36 | Report Abuse

more update to the PP. Price fixed at 1.77. Raised RM178m for WCT.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5379949

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2017-03-29 09:39 | Report Abuse

The HLIB research article more bullish :

--
KUALA LUMPUR (March 29): Hong Leong IB Research institutional research has maintained its “BUY” rating on DRB-Hicom Bhd with RM2.00 target price (+45% upside), based on 20% discount to SOP.

In a tarding stocks idea note today, the research house said that at RM1.38, DRB-Hicom is trading at undemanding valuation at 0.42x P/B, which is 26% lower than its 10-year historical average of 0.57x.
--

http://www.theedgemarkets.com/my/article/drb-hicom-downside-risk-cushioned-imminent-proton-fsp-announcement-says-hlib-research

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2017-03-28 13:54 | Report Abuse

from the same article.. TP 1.69.. what do you think?

====
CIMB Research has an add call, equivalent to buy, on all four counters — MAHB, DRB-Hicom, Genting Plantations and LBS Bina — with a target price of RM8.30, RM1.69, RM12.30 and RM1.95 respectively.
====

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2017-03-28 08:29 | Report Abuse

but the current price of Olympia didn't reflect all the "good news". Can't be so "big frog" waiting us to buy at such "cheap" price right?

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2017-03-24 17:29 | Report Abuse

nowadays IPO no longer like hit jackpot ... those are story of yester-years... haha

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2017-03-24 17:28 | Report Abuse

@ttluck, so confident?

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2017-03-24 14:48 | Report Abuse

heading south ...

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2017-03-24 12:13 | Report Abuse

Seems keep hovering around 9 again..

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2017-03-23 19:40 | Report Abuse

Thanks @apprenntice. That's what I thought.. unless share split, big special div... Unlikely the issuerer will adjust the exercise price. But, I did notice one of the GenM (or Genting .. can't recall ) call warrant adjust the ex price recently. Erhmm.. with this explanation.. tomorrow will see some big selling on C24 perhaps.. hehe

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2017-03-23 19:35 | Report Abuse

@yangstockwatch, but what is the benefit for "them" doing so?

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2017-03-23 19:33 | Report Abuse

Now have to wait until May to know the strategic partner..Can go Zzzz for one month..

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2017-03-23 16:59 | Report Abuse

unfortunately.. red

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2017-03-23 16:53 | Report Abuse

fuyoh... the last minutes volume of maybank... =.=" sweat...

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2017-03-23 16:51 | Report Abuse

thank you @Tch84. Very handy tool.

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2017-03-23 15:19 | Report Abuse

@Beza, thanks for the insights on the foreign shareholding %.

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2017-03-23 15:17 | Report Abuse

@Tch84, but this is European style cash settled call warrant, you can't exercise anytime.

Looking at the current px, cash settle value should be
( 9.00 - 8.00 ) / 2.5 = 40 sen.

But, let's consider the scenario below :

Let say Maybank declare 30 sen div before the ex-date of this call warrant.. Theoretically, assuming everything being equal, Maybank mother share will drop 30sen after ex-div. So, 9.00 become 8.70..

Cash settle price become ( 8.70 - 8.00 / 2.5 ) = 28 sen.

I guess this explain what @apprentice mentioned. Unless the market maker make adjustment to the ex-price of 8.00 for this call warrant in tandem with the dividend.. which most likely won't, the cash settle price would become much less, and the negative premium would be wiped out.

This could explain why nobody buy even it is "cheap sale" ? The only hope is mother share keep going up ... haha

Anyone have better insights? Not sure if above calculation is correct?

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2017-03-23 15:02 | Report Abuse

looks like all lost confident.. careful. not cheap sale.. more like dangerous trap...

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2017-03-23 14:18 | Report Abuse

so hard to break 9.00.... must be some big institution auto trade 9.00 as selling... hmmm...

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2017-03-23 11:39 | Report Abuse

@apprentice, the market maker for c24 is CIMB. likely they will not do adjustment of ex-price for C24 in relation to the dividend?

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2017-03-23 11:19 | Report Abuse

@Tch84, wonder why Maybank-C24 didn't attract any buying interest?

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2017-03-21 21:01 | Report Abuse

Trop really looks like Reits counter... stagnant. :-(

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2017-03-21 11:24 | Report Abuse

manyak susah to break 9.00.... hmm

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2017-03-21 09:21 | Report Abuse

RM9.00 is the psychological barrier? seems keep hovering below 9.00 ..

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2017-03-15 09:38 | Report Abuse

WAH.... what happen... unbelievable...

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2017-03-15 09:04 | Report Abuse

hmm.. early morning volume spike for WE.. interesting..

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2017-03-14 09:41 | Report Abuse

Maximum BDM For D-controlled Vehicle Raised To 7.5 Tonnes

http://www.bernama.com/bernama/v8/newsindex.php?id=1337465

Good news for logistic company?

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2017-03-13 12:14 | Report Abuse

wow.. 88 ... wonderful..