limch

limch | Joined since 2015-08-29

Investing Experience -
Risk Profile -

Be greedy when others fearful-Warren Buffett. UM graduate. 27 years experience in stock market. Graduate same faculty like KWAP CEO. Like CPO and property counters bec believe land will appreciate over time.

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User Comments
Stock

2018-01-12 10:42 | Report Abuse

GE14 very tough fight. Who can win Felda settlers hearts win the GE.

Stock

2018-01-12 10:06 | Report Abuse

Interest rate hike business suffer. More people will lose jobs instead. Inari insiders already sold.

Stock

2018-01-12 09:57 | Report Abuse

If I am IB I will promote to Sime Plant, IOI, KLK, etc to buy SOP.

Stock

2018-01-12 09:56 | Report Abuse

4.9 is it real? Why only 4.01?

kinuxian Not using RHB... but saw the 23 Dec report says RM 4.9
10/01/2018 21:10

Stock

2018-01-12 09:50 | Report Abuse

Agree. Game over for USD ctrs.

Santiago SELL! SELL! SELL!
12/01/2018 09:47

News & Blogs

2018-01-12 09:32 | Report Abuse

Penergy is lowest market cap compare to Dayang and Sap Nrg.

News & Blogs

2018-01-12 09:31 | Report Abuse

Petra Energy got mention what TP?

Stock

2018-01-12 09:20 | Report Abuse

Ta Ann pay RM 2 Swk Plant worth 5.2? They say EV/planted ha only RM 16,667 compare to average of comparable companies of RM43,486.
https://www.thestar.com.my/business/business-news/2018/01/11/ta-ann-bu...

Stock

2018-01-12 04:58 | Report Abuse

Something wrong with SBB. Why higher price buy more but only 10K yesterday? Run out of cash?

Stock

2018-01-12 04:57 | Report Abuse

Tenaga is best for power(utility) sector. If cannot afford choose Ranhill, cheapest utility ctr.

Stock

2018-01-12 04:53 | Report Abuse

Court case not 10th Jan? No news means good news?

Stock

2018-01-11 22:55 | Report Abuse

How much is Dutaland (EV/planted ha)? Any latest news on Dutaland deal?

Stock

2018-01-11 22:53 | Report Abuse

Ta Ann buys almost a third of shares in Sarawak Plantation
CORPORATE NEWS
Thursday, 11 Jan 2018

9:41 PM MYT
image: https://www.thestar.com.my/~/media/online/2017/12/01/04/00/palm-oil.ashx/?w=620&h=413&crop=1&hash=3B303EB804290A0A4A43D10861C71D1D0D9223B5

The acquisition will increase Ta Ann's planted area by almost a quarter.

KUALA LUMPUR: Ta Ann Holdings Bhd
is buying a 30.4% stake in Sarawak Plantation Bhd
(SPB) for RM169.9mil cash from a company controlled by its executive chairman and some of its directors.

The timber and palm oil producer said in its filings today that it had entered into a share sale agreement with Cermat Ceria Sdn Bhd for the proposed acquisition of 84.97 million shares in SPB for RM2 each.

“The proposed acquisition is consistent with the company’s plan to further expand its oil palm plantation business and gain larger market access in Sarawak,” Ta Ann said.

The purchase price valued SPB at 16.5 times its projected earnings.

Ta Ann said the enterprise value per planted hectare (EV/planted ha) works out to about RM16,667, or RM21,679 excluding encumbered estates.

This is lower than the average of comparable companies of RM43,486.

Ta Ann said its planted area would likely be enlarged by about 23%, given the group’s 30.39% stake in SPB.

SPB is principally involved in the cultivation of oil palm and the processing of fresh fruit bunches into crude palm oil and palm kernel.

As at Dec 31, 2016, SPB owned 20 oil palm estates, with a total planted area of 34,837ha, which were made up of 26,825ha of matured area and 8,012ha of immature area (less than three years).

SPB’s oil palm estates are predominantly located at Niah and Mukah in Sarawak.
https://www.thestar.com.my/business/business-news/2018/01/11/ta-ann-buys-almost-a-third-of-shares-in-sarawak-plantation/#MfQ5Zl8ZQd0q4bOR.99

Stock

2018-01-11 22:44 | Report Abuse

Why BPlant pay so much for Dutaland?

Stock

2018-01-11 21:30 | Report Abuse

Might be they(main shareholders) want 20 sen but CNQC want lower.

Stock

2018-01-11 21:28 | Report Abuse

Problem is main shareholders also hard to let go Vivo so cheap.

Stock

2018-01-11 21:23 | Report Abuse

Macquarie balance PP how much(sorry I own many counters so don't follow 100%)? Why not ask CNQC buy balance Macq PP? Buy at mkt price (13.5-14 sen)not discount 10%.

Posted by 6055 > Jan 11, 2018 09:10 PM | Report Abuse
For your information, open market do not have 30% of shares to buy, and CNQC want to buy at discount price. Normally such a huge amount of shares is not easy to transact through open market, that's why they have to go through private placement or share swapping and it is usually a complicated processes.

Stock

2018-01-11 20:57 | Report Abuse

If nego so hard after 3 months why not CNQC buy from open market?

Stock

2018-01-11 20:56 | Report Abuse

11-Jan-2018 Insider LEMBAGA TABUNG HAJI (a substantial shareholder) acquired 660,000 shares on 09-Jan-2018.
https://klse.i3investor.com/servlets/forum/800002461.jsp

Stock

2018-01-10 05:32 | Report Abuse

M3Tech new high yesterday. XOX to follow?

Stock

2018-01-10 05:30 | Report Abuse

Agree. Not everyone get only those performing employees.

alivetoinvest Good news!!!

Esos means employees have to use their own money to buy the shares.

Obviously they will dispose at a higher price like 0.20 -0.30 and make more money!

If normal employee buy and it goes down, everybody would resign/ get angry/ unproductive at work .
10/01/2018 00:39

Stock

2018-01-10 00:36 | Report Abuse

MediaC 41.5 also give min 2 sen dividend why Insas so stingy?

Stock

2018-01-09 20:09 | Report Abuse

Stanley Thai not Pakatan supporter? Pakatan to win GE14?

Stock

2018-01-09 17:19 | Report Abuse

EPF, Tabung Haji disposed but buy back higher price?

Stock

2018-01-09 17:04 | Report Abuse

Fund managers like to support GenM. They have special relationships with LKT? Get free rooms, free food when go to Genting?

Stock

2018-01-09 16:57 | Report Abuse

Why drop 20 sen? Any news?

Stock

2018-01-09 16:39 | Report Abuse

Not all IPO buy open market sure gain. Must study QR as well. Kenanga is right here.

fattycat alamak ; trapped at 0.58 :(
Wanna hit n run but can't run now :(
09/01/2018 15:16

Stock

2018-01-09 16:32 | Report Abuse

Why Mohd Fahmi never kacau here to ask people to buy Hengyuan?

Stock

2018-01-07 19:37 | Report Abuse

As at 31 December 2017, being the latest practicable date prior to the date of this announcement, Tropicana’s public shareholding spread is 24.96%.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5656213

Stock

2018-01-07 19:32 | Report Abuse

Agree. Cannot find in Bursa announcement. Pending 1 is Pulai land disposal for RM 570 million.
http://www.bursamalaysia.com/market/listed-companies/company-announcem...

Posted by RVI123 > Jan 7, 2018 06:35 PM | Report Abuse
Where did you read that Tropicana has disposed off W-Hotel?

Stock

2018-01-07 18:41 | Report Abuse

We expect to register a steady income stream from our property investment portfolio — which includes international schools, Tropicana Gardens Mall that measures about one million sq ft, an office tower at Tropicana Gardens, the 199-room Courtyard by Marriott in George Town and the 150-room W Kuala Lumpur Hotel in the Kuala Lumpur City Centre. With these properties, Tropicana has the potential to set up a sizeable real estate investment trust.

Stock

2018-01-06 16:23 | Report Abuse

Where to find ctr PE 4.72 only 5 sen in Bursa? If Warren Buffett knows sure he said be greedy when others are fearful.

Stock

2018-01-06 16:21 | Report Abuse

T4Q P/E | EY: 4.72 |

Stock

2018-01-06 13:56 | Report Abuse

RM 143 million 1st contract won in 2018 is improvement from RM 71.3 million 1st contract award in 2017. A sign Vivo can do work and should get more contracts?
http://www.bursamalaysia.com/market/listed-companies/company-announcem...
http://www.bursamalaysia.com/market/listed-companies/company-announcem...

Stock

2018-01-06 12:51 | Report Abuse

If CNQC become Vivo shareholder Econpile, Ptaras will have more competitors.

Stock

2018-01-06 12:49 | Report Abuse

Next week is CNQC news am I right? I own many counters portfolios but I remember only CNQC news can push up Vivo?

Stock

2018-01-06 10:36 | Report Abuse

Can someone answer why Hengyuan(or Shell previously) reported loss when oil price USD 100 in 2013-2014?

Stock

2018-01-05 17:34 | Report Abuse

Assume export sales half quarterly revenue. If 1qtr sale RM 4 billion if 50% belong to export so RM 2 billion sales no need pay export tax? If 5% tax abolish can save RM 100 million a qtr? Profit up by RM 100 million a qtr?

Stock

2018-01-05 16:17 | Report Abuse

No wonder BN(PM) must court Indian votes in GE14. Felda settlers and Chinese votes unsafe.