lcng123

lcng123 | Joined since 2012-07-25

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Stock

2014-08-29 12:50 | Report Abuse

nevergiveup, what do you expect people to answer you? don't ask this type of question again, pls.

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2014-08-29 00:15 | Report Abuse

cfoong, there are no private placement and free warrant anymore. the pp is for source fund to purchase oil & gas company, but now already called off. so pp and free warrant not going to happen.

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2014-08-29 00:10 | Report Abuse

why so Pessimistic on plenitude's result. it still look ok with 4q total 32sen better than previous year. confirm dividend in oct and chance for bonus issue remains unchanged.

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2014-08-28 18:32 | Report Abuse

dividend 9sen will be announce in sept.

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2014-08-28 17:38 | Report Abuse

they will declare dividend in oct. but you might be disappointed if you looking for special dividend. they just announce to acquire a resort hotel for rm160mil and they need cash now. however there still be a hope for bonus issue. bonus issue does not involve cash.

Stock

2014-08-28 17:30 | Report Abuse

no doubt forex gain/loss is only account record, but company will count it into income statement and it will affect net profit and eps of the company. anyway, the exchange rate fluctuated everyday, we should look at whole fiscal year gain and loss, not a single quarter only.

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2014-08-28 16:56 | Report Abuse

definitely this is over reacted. in fact the result is broke even compare q3 2013 if excluding forex loss of 21,900mil. q1 2014 forex loss 19.9mil, q2 gain 29.4mil and q3 loss 21.9mil. total loss 12.4mil. estimate q4 will forex gain 20mil if idr maintain current rate until end sept. so forex still gain 20mil - 12.4mil = 7.6mil compare to loss 63mil in 2013.

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2014-08-27 23:19 | Report Abuse

currently idr-rm already up to 3,703 from 3,747, up 1.1% and idr-usd already up to 11676 from 12,039, up 3%. if idr-rm and idr-usd can up to 5% as at 30 sep. there will be excellent q4 result due to forex gain of at least 20mil and will boost eps to 12 to 15sen.

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2014-08-27 22:25 | Report Abuse

q4 revenue only 10mil?

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2014-08-27 22:20 | Report Abuse

hello guys.... please post something constructive rather than discussing leng looi, ok?

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2014-08-27 22:04 | Report Abuse

i have predicted mkh will suffer from forex loss of 35mil and eps for q3 2014 about 3 to 5 sen, but luckily only 21.9mil, but eps lower than 3sen. anyway, i think people in the market already realised the forex loss and sold it in advance since a few weeks ago. that's why mkh share price drop from 4.22 to current 3.72, drop 12%. me too, already sold out a few lots recently to cash out some fund in order to buy back after announce of q3 result. so even with the disappointed q3 result, the selling pressure won't be so heavy tomorrow bcos mkh share price already drop 50sen in advance.

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2014-08-27 00:58 | Report Abuse

i think cash dividend is unlikely to happen bcos they need fund for the new project, but dividend reinvestment or bonus issue could be happen anytime from now. look at ksl retained earnings already stood over 1.17bil, 82% of total equity. what a high percentage! boss must be something to release it.

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2014-08-26 21:58 | Report Abuse

my opinion is for long term.... yes. if plenitude can generate revenue 300mil with net profit 100mil and profit margin 33% (due to cheap land bank) every year, i am sure there must be another bonus issue declare.

Stock

2014-08-26 21:23 | Report Abuse

joel, sometimes don't trust the cover research reports. better do your own research and study. no doubt plenitude is a good stock, but you need some patient on it. it has hold huge cash and cheap land bank for a couple of years. no special dividend and no land revalue as followme mentioned so far (in fact no revalue at all). last bonus issue was 4 years ago. when will be special dividend and bonus issue, nobody knows. could be another 1 to 2 years or 3 to 4 years. however if you look at the percentage of retained earning / total equity, stood at 72%, the chance for bonus issue is there.

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2014-08-26 21:08 | Report Abuse

followme, don't misleading people here, under malaysian security rules, land use for housing development CANNOT be revalue. however, undervalue land can increase the profit margin when they sell the completed housing properties or they can get huge profit when they sell the land. only properties investment can revalue. please comment something that is true.

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2014-08-25 18:12 | Report Abuse

Aero1, idr-rm was 3,705 at 31 dec 2013 and 3,747 at 30 Jun 2014. although the forex gain/loss is only the accounting measure, but it will definitely affect the quarterly financial result and eventually will affect the share price. when mkh announce 63mil forex loss on 28/11/13, share price drop 18sen next day. when announce 19.9mil forex loss, share price drop 22sen next day. when annouce forex gain 29.4mil, share price up 28sen next day. so this time i forecast forex loss 35mil, share price may drop 30sen unlessl property can perform excellent and earning can cover forex loss.

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2014-08-24 18:23 | Report Abuse

mkh's plantation sector having 303mil liability, i would suggest mkh to offer right issue to source fund to reduce debt in rm and usd. plantation sector do very well but forex loss caused the financial result looking poor when idr depreciate.

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2014-08-23 11:56 | Report Abuse

anybody here knows the progress to claim back the 50mil deposit?

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2014-08-23 11:53 | Report Abuse

once upon a time, when this undervalued counter stood at 2.00 to 2.30 for a long period, ii was worry the major shareholder will privatise it. if really happen, i will feel upset to lost the opportunity for long term earning. but now i am sure it won't be privatise, in addition, bonus issue will declare to reward shareholders.

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2014-08-22 15:01 | Report Abuse

aero1, forex loss in qtr 31.12.2013 was 19.9mil when idr depreciate 5%. in qtr 30.06.2014, idr depreciate 7%, liability is higher than 31.12.2013, so i estimate forex loss 35mil.

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2014-08-22 00:19 | Report Abuse

shl already shoot up from 2.20 to 3.00, seal short of land bank. symlife may consider to buy in. currently land bank worth rm515mil, almost of the land purchased on 90s. if revalue, easily hit rm900mil, but plenitude even better than symlife.

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2014-08-21 23:46 | Report Abuse

everybody looking for coming financial result. i have do some calculation to forecast the earning of new result, i think mkh net profit will be around 12mil, eps between 3 to 5sen. plantation sector will face loss of 18mil due to forex loss of 35mil (idr depreciate against rm). if this type of result really appear, mkh share price will plunge further to below 3.50. i hope my calculate was wrong bcos i still keeping a lot of mkh share.

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2014-08-20 18:10 | Report Abuse

everybody waiting for coming financial result. if good, price further up above 3.50, if poor, price plunge to 3.00.

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2014-08-20 17:26 | Report Abuse

ksl-wa at 2.29 and exercise price 1.60, total = 2.29 + 1.60 = 3.89, almost the price of mother share. people buy ksl-wa in advance bcos they expect mother share will hit higher price soon. if mother share declare for bonus, ksl-wa will get bonus too and the exercise will adjust lower.

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2014-08-19 23:21 | Report Abuse

although mkh's plantation facing pressure from indonesia authority's new policy, but don't you remember mkh property sales target 800mil for fy2014? for the 1st half fy2014, the property sales already hit 380mil. the managing director do mention that their property sales target for fy2015 is 1bil. mkh's property business doing very well.

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2014-08-19 12:40 | Report Abuse

i would like to correct my mistake, it is 16,500mil may withdraw from indonesia market.

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2014-08-19 12:34 | Report Abuse

If mkh retires from plantation business, the 14.44 ha plantation can sell at least rm38,400/ha, total rm553mil. deduct liability of 303mil, still can get profit rm250mil = 60sen/share. but i think the new indonesia policy unlikely to enforce, bcos it involved a lot of foreign investors in indonesia.and huge fund (about 165mil) may withdraw from indonesia market.

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2014-08-18 23:00 | Report Abuse

i just bought in at 2.58 during low trading volume. kept long term and waiting for the day to come.

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2014-08-18 15:14 | Report Abuse

xiaoxiao, nowaday, bonus issue is hot topic in the market. share price will be sharply up upon declare of bonus issue. so, i would suggest you 2 stocks (beside ksl and plenitude) that got potential to declare bonus issue, canone and magni. retained earnings / total equity for canone and magni stood at 84% and 54%. capital of canone 76.2mil with 152.4mil share, nta 3.09, own 32.9% of kianjoo, contribute about 40mil every year to canone. magni capital 108.5mil, cash 71mil, debt free, nta 2.17, eps 38.67sen. currently both of these 2 stock trading volume is low.

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2014-08-16 20:05 | Report Abuse

definitely 4 point hotel doesn't make much money. before hotel renovation, tanjung bungah beach hotel can generate 1.6mil only every year. they spent 35mil for the renovation, don't when can get back the money. hopefully, after managed by sheraton, the profit can improve. my point of view, they seem not professional in managing hotel, so i was disappointed when heard plenitude buying gurney resort hotel with 160mil. however i still remain as a royal investor to grow with plenitude.

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2014-08-16 12:21 | Report Abuse

xiaoxiao, according to security regulations, property company's land that use to development purposes cannot be revalue into company account. so plenitude's land not going to revalue. however, when they sell the property after development, they will get high profit in financial result. this is why plenitude's gross profit margin up to 52%

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2014-08-15 18:35 | Report Abuse

my 1st and 2nd major share mkh and pintaras already flying above 4.00. and now my 3rd and 4th major share, plenitude and ksl will hit 4.00 next week. bingo.

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2014-08-15 18:16 | Report Abuse

i think good news to be announce soon.

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2014-08-14 10:43 | Report Abuse

from 2.16 (12/6/14) to 3.49 (today), 2 months up 62%, well done ksl.

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2014-08-13 16:05 | Report Abuse

well done ksl. my return on ksl was hit 56% after holding 14 months. dividend and bonus issue come come come....

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2014-08-13 15:22 | Report Abuse

i think good news going to be announce soon.

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2014-08-12 22:52 | Report Abuse

hope a good news (probably dividend or bonus issue) along a good financial result.

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2014-08-12 22:50 | Report Abuse

pintaras unlikely to declare bonus issue because they just completed it last december. the retained earnings / total equity was stood at 43% only. no potential for bonus. but ksl and plenitude probably may declare bonus issue as retained earnings / total equity for ksl and plenitude stood at 81% and 72%, nta 3.49 and 3.59 respectively, highly potential for bonus.

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2014-08-12 22:43 | Report Abuse

I visited Agoda.com to check the hotel room price, price offer from RM260 to RM500, so RM280 in calculation is reasonable.

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2014-08-12 22:37 | Report Abuse

estimated calculation done by elaine of beauty stock, the revenue about 25mil (based on 73% hotel occupation of 259 rooms, RM280/room, plus rental income and car park fee), profit margin 20%, so net profit about 5mil.

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2014-08-12 09:36 | Report Abuse

ksl's retained earnings occupied 81% of total equity, it's among the highest in klse stock. i think very soon they will announce bonus issue 1:1 or 2:1 and by that time, it's share price will shoot to at least 4.50. just wait and see.

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2014-08-12 00:05 | Report Abuse

stkoay, anything related to ksl? will pnb invest in ksl ?

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2014-08-11 15:15 | Report Abuse

ksl is going to develop a new ksl city mall 2 in kajang next year. the size of the new mall will be double the size of the current ksl city mall in jb.

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2014-08-11 15:13 | Report Abuse

previously, long term investors worry ksl's major shareholder will privatise ksl, but now ksl share price broke 3.00, i think that chances of major shareholder to privatise ksl was low. and now we are waiting ksl to hit new high record.

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2014-08-09 22:48 | Report Abuse

when us fight in afghanistan in 2001, klci up 199 points or 33% from 609 points (07/10/2001) to 808 points (23/04/2002) and when they fight against saddam hussein in iraq in 20/03/2003, klci up 145 points or 21% from 672 points to 817 points in 31/10/2003. so this time, us airstrike in iraq, do you think it will drop again finally? let see....

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2014-08-09 22:37 | Report Abuse

plenitude is cash rich and land bank rich company, really good prospect for long term. yesterday accumulated a few lots at RM2.91. Will buy in if further drop again next week.

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2014-08-06 17:21 | Report Abuse

what a good news!!! protasco called off o&g company. luckily they didn't buy the company. o&g is high capital and low margin business. the pe normally very high. better don't touch.

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2014-08-05 22:09 | Report Abuse

retained earning occupied 72% of total shareholder fund with nta 3.59, plenitude able declare bonus issue1:1 or 2:1. the last bonus issue 1:1 was in oct 2010.

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2014-08-04 16:21 | Report Abuse

EPF Investment team was stupid, selling RM60mil discount to Plenitude. If they are smarter, our EPF yearly dividend can be reach 8% or more.

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2014-08-04 10:39 | Report Abuse

nobody shopping at KSL last weekend? it may due to singaporean boycott government increase the toll fee at JB custom, but this impact will be short term only, soon will be recovery.