For those of you who can understand Chinese, check this out - http://www.sinchew.com.my/node/1536629

Collect...

Collect!

TS Kok Onn keeps aquiring... love it when this happens :)

Patience, coming soon...

http://tefd.theedgemarkets.com/2015/TEP/20151207u22mbi.pdf

EPS now 11.54 just for this quarter! Previous qtr's EPS was just 5.36

Buy more...

Too cornered.. just a matter of time...

WA ex price of 92 sen, 1 for 4.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4778541

Siva retires at 44...

http://www.thestar.com.my/Business/Business-News/2015/06/15/MMHE-wins-RM324mil-worth-of-contracts/?style=biz

Good valuations, great dividends, what more? :)

Credit Suisse is collecting today

Current PE is only abt 9.5X, while all other peers are trading 10-12X.

Yes, good value in this counter indeed!

You will see why in the near future :) and why it's good to buy from them haha!

Very very nice closing today!

HDBS and UBS are the only sellers today... let's buy from them!

limsk25 Better to buy the CX... much less premium (3.38% only vs 81.2% for CW which expires this Nov!) and a yr more to expiry...

DO NOT TOUCH CW... gonna trap you... it's about to expire in Nov (WITH HUGE PREMIUM) and my guess is that meiling1990 is stuck and wants someone to buy it from her... irresponsible posting indeed... tsk tsk

Better to buy the CX... much less premium (3.38% only vs 81.2% for CW which expires this Nov!) and a yr more to expiry...

Quarterly report end of nxt mth only :) I strongly suspect that it might be something else stimulating this share...

Seeing how well Quantum is doing, its no surprise why Krono can't do as well being their proxy here in Malaysia...

Yes, yes, sorry for the mistake... it's abt 80X now... :)

Here is how Quantum has grown over the years: http://world.einnews.com/article_detail/231817274?lcode=HtsoESWUny7o-5f6Q1vUd70w1yZWyf2m9FENeDjXeFM%3D

Plus, they are looking for technical support engineers which indicates PROGRESS -
http://my.jawatankini.com/detail/28d7ad65406e4ee4/job-vacancies-symform-technical-support-engineer-quantum-corporation-april-2015.html

PS don't forget with the weak MYR, we would prob see extra FX gains as an added bonus this coming quarter...

YEah! :) Starhub, Public Bank, Phil Long Distance Telco Co. are among their key clients... Majority of the revenue is from Singapore for now, they are expanding in Malaysia and hopefully we should be hearing something good on their tie-up plans with a Malaysian Telco to replicate what they have been doing with Starhub. Note that their contracts are typically 36 months, hence good recurring income with sticky clients - precisely what I like when investing in a particular company!

How I knew, I cannot disclose... but it would not necessarily mean they are disposing their stake, but could be distribution, etc. As for this latest announcement, it could dilute the EPS, but I would think it would be done very gradually as part of their employee benefits, rewards scheme, etc. and time will tell if it is good or not for the shareholders. However, having said that, with all the fundamentals intact with their contracts in hand and seeing how successful Quantum has been, I'd say BUY on weakness :)

Question is, at what price?

Share Grant Plan ESTABLISHMENT OF SHARE GRANT PLAN INVOLVING UP TO 30% OF THE ISSUED AND PAID-UP SHARE CAPITAL OF KRONOLOGI AT ANY TIME DURING THE EXISTENCE OF THE SHARE GRANT PLAN, TO BE GRANTED AND/OR ISSUED TO THE ELIGIBLE DIRECTORS AND EMPLOYEES OF KRONOLOGI AND ITS SUBSIDIARIES ("SGP")

HDBS banyak utk jual/transfer/roll-over

HDBS distributing out many shares... time to buy?

It's been removed from the FTSE Bursa Malaysia list of Small Cap companies, hence fund(s) had to dispose of it... Fundamentals still intact, if not better now :)

rayhvs... careful with the conversion, don't forget there is a time value premium to the conversion as the warrants don't expire so soon...

Can look to sell circa RM1.10 to be safe

Alam new support has formed at 90 sen

my advice is not to sell, if u still have cash to pickup and to hold, enter and wait... just my thought.. am doing so myself now

Support prob at 1.05 - but don't be alarmed if it drops low for awhile... transient effect... i still have alot of faith in Perisai moving forward

Am certain Perisai would wanna reward its shareholders too, plus seeing it is not a dividend-issuing counter, am pretty sure the RM1.10 is deliberately set so that those who have faith in it will have a chance to buy-in around that price before further guidance from mgmt is provided to analysts.

CHEAPP!!! Nice chance to buy-in before more reratings occur... by then, would be prob RM1.20 already...

Yeaps! =)

Yes Kc loh... indeed oil prices have come off quite abit from the highs of above USD100/barrel. However, with Operation Twist coming to an end this December and QE3 taking over, a weakening USD will result in oil prices moving upwards and we will soon see deepwater wells coming back into business as these are the ones which benefit the most from high oil prices =)

Seems like Perisai has made quite a good decision adjusting its debt-equity ratio as opposed to issuing right issue which will end up affecting the mother share prices (look at KNM). With this, their Kd (which is fixed) has been lowered and shifted to Ke (which is variable), but of course, shareholders may expect higher returns compared. However, with lower gearing, I should think this would not be of a problem as the company's risk has actually dropped and they just need to appease shareholders. From what I can see, they may take this opportunity to even start issuing dividends in the future to promote better liquidity/volume in the market! =) looks quite promising

Yes, indeed 12dec1960, thanks for veto-ing my point... basically, if all else fails, look at its management... Perisai didnt take Izzat on for nothing =) the management of a company is the driving factor, even if the company is in a bad shape, such as in the case of MAS, if given the right management, they can still turn it around! =) But if the company is excellent, with terrible new mgmt, bad news awaits... ha!

It's pretty normal actually KC Loh as O&G sector activities are extremely CAPEX intensive and often stretch balance sheets to the max... but main thing is if vessel utilisation remains as high as they have been for Perisai, things should look rosy for it and I would, to a certain extent, say it's pretty safe to buy in and hold for the long term... have alot of confidence in Izzat and the others... =)

ya lo... dunno why..

Sime oil contract is done!