mani_cum

mani_cum | Joined since 2015-02-14

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

265

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
265
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2015-04-21 15:03 | Report Abuse

Me actually hesitate to sell. So far Malaysia no case yet.

Stock

2015-04-21 15:01 | Report Abuse

US is cause by migration of will birds. This want have to ask "bird" expert to map out their migration pattern.

Stock

2015-04-21 14:43 | Report Abuse

can write in English. me dun understand

Stock

2015-04-21 14:35 | Report Abuse

Damn....got to let go. US got serious flu outbreak. Don't want to risk.

Stock

2015-04-21 10:54 | Report Abuse

Tony say this year sure untung woh.

Stock

2015-04-17 19:05 | Report Abuse

History is about to repeat itself. Still remember when i sold Hevea and Latitude Tree at 1.8++ and 3.5++ respectively, this counter eventually trend higher, much higher when i thought the game about to end. This is b'cos the financial results is getting stronger each quarter and its very much similar to Teo Seng. Its not too pricey to value TS at 16x FY14 if where to compare bigger league player like QL Resources. ( food industries )

Its uptrend and in the mode of correction unless 1.9 support breach with volume.

Stock

2015-04-17 17:15 | Report Abuse

Big boss want the "show" start?

Stock

2015-04-16 03:18 | Report Abuse

Be prepared to pay higher price when refilling petrol. I guess this time ur GOmen will find 101 excuses to avoid fuel subsidies.

Cartel and big boys must have LONG kau kau in spot and future market during recent dip. Not surprise to see Crude traded at USD65 - - 70 in weeks to come (WTi)

The only solution is ------------ BANG KAU KAU any o&G that u think confident

Stock

2015-04-16 01:30 | Report Abuse

I'm very bullish about the prospect regarding this asset rich property counter which is now hovering near its 52 weeks low. Frankly speaking, already brought some at 0.8 but at small position.

The offer now is a SURE win bonanza price because my last 2 round entry price is much higher at 1.0++ which help to generate a 20% capital gain.

Must have good patient when dealing with this counter.

Stock

2015-04-16 00:55 | Report Abuse

To be honest, how high Barakah can reach is now depend on investors that put faith during uncertainty time. We have risk to cross the uncharted sea and now the table have turn to our advantage. DO NOT rushed on profit taking and can treat it as lucky IPO winner. Barakah 1st day listing price ( 0.98 )

Its still very much lag behind compare to most O&G ctns that have rebound near 20% from their recent low. With such a strong fundamental i would put Barakah mid term TP at 1.23

Stock

2015-04-15 23:48 | Report Abuse

Deepest condolences to the parent and family member of the deceased children. We pray that all health related gov agencies and private counter part could accelerate the investigation of the source related to the disease.

Stock

2015-04-15 23:23 | Report Abuse

Wait until amateur Analysis at KN issue buy call 1st be4 buy.

Stock

2015-04-15 17:35 | Report Abuse

Bravo!! Kenanga ur BUY call so cun today. Tomorrow 1 more winning tips but have to see how WTI response tonight............wakaka

Stock

2015-04-15 05:43 | Report Abuse

Seriously need to do some catch up work starting today.

1st. contender -----------> PERDANA

Are you all ready to rumble?

Stock

2015-04-13 02:08 | Report Abuse

I need to clarify that i promote TROP is NOT MAINLY because i own it. Its because " the value offer " have attract me to BUY and share with u all. Its all facts and no point whatsoever if to cried wolf when the underlying share has just appreciate 10%.

Check out the date when 1st BUY call issue ( and those genuine investors which i know whom ).

GOOD LUCK SHAREHOLDERs!!!

Stock

2015-04-13 02:08 | Report Abuse

Why do many ppl only see TROP as a company with a debt baggage of 2.4B? Is the debt arise due to years after years of operation lost or mismanagement? The answer is "NO" and majority of the debt is use to finance a vast and strategic land bank acquisation and in facts TROP have been enjoying a double digit growth for the past 4 FY.

A big proportion is used to acquire Tropicana Aman ( 1.3B deal / 474ha @ average of 25 per sf ) from Selangor State Government and recently sold 1/3 to Ecoworld ( gain of 12 cents per share ). Its a smart deal cos the repayment to Selangor State is on installment basis and can still remember once SAB ( Southern Acid Bhd ) share price double when news emerge that Ecoworld purchase 1/3 Tropicana Aman land for 35 per sf.

TROP Financial results show that the net profit margin varies bet. 20 to 25%. By having a huge land bank and the value of it GDV, one will see 2.4B is not really a baggage but rather potential of continuous growth for many years to come.

After Albedo issue, TROP share price has been badly bitten down and many investors tend to forget that the 2 last FY retaining profit ( after minus Div ) alone is at 50 cent per share.

On RI side : since share price had been a lagger thus far a 1:1 RI will definitely received a lot objection. Since Tan Sri already have 70% shares a 1:1 means he have to fork out 1B alone if the ex-price is at RM1 per right share. ( no RCULs and warrant scenario ). Would it be a better option like MGO with that cash?

If 1:2 - it will raise close to 700M and with Ecoworld deal ( 470M cash in bank ) and coming 3rd Q ( Sales of Tropicana City Mall for 540M ) u think Danny want to sleep with all the CASH ah?

For 1:3 or more its rather meaningless cos the amount raise is much smaller.

This world is actually live on CREDITs. If 1 developer want to launch a 100M project doesn't mean 100M solid cash need to be available on the table. They will leverage their suppliers, main con, sub cons and bank facilities at their disposal. Malaysia property is not ready for " Built and Sell " concept and once SPA signed bank loan will come to the picture.

( Part 2 ) to be cont...............

Stock

2015-04-12 18:13 | Report Abuse

wanted to kept my silent but really "beh" tahan.

have been following this ctn. closely and let me refresh the major news, events and corporate exercises that have lead the share price from right issue till today.

Since early Mac 2012 the company still known as Dijaya Corp Bhd had announced it intention to raise cash as to fund a major asset injection from Tan Sri personal holding (mostly land) that he had accumulated for the past 30 years. Be4 news out DIJAYA price had rose from ~ 1.3 to a high of 1.72 and by the time news confirmed ( 6 March 2012 ) price had reversed all the way and close at 1.14 on the 12th. Sept 2012 ( Ex-Date ). Usual la sell at news mah.

http://www.tropicanacorp.com.my/media-centre/from-the-press/2012/business-times-singapore-08-march-2012-dijaya-asset-injection-to-boost-market-cap-to-over-rm-1-billion.html

Details of RI : 4R : 5 exiting share @ 1.2 per right share and Bonus issue of , 1 : 4 Right share.

After RI there is not much movement in it price and for the next 4 months it's supported around 1.0++. On the 6th. Feb 2013 momentum starts to built-up and its also where the " Property theme play " blow at the strongest pace that have lead share price appreciated to a historical high of 2.2 in a span of 4 months.

Sad story began : after marking the historical high there are rumour emerge that Tan sri via a Singapore-Listed Albedo Ltd ( lost making steel com ) is planing some exercises that many belief will have major impact on Dijaya. Many shareholders are caught by the surprise and wonder what will be the direct the company is heading next. To rub salt in the wound , both Tan Sri and his brother Vincent has sold some big blocks in open market.

http://www.thestar.com.my/Business/Business-News/2014/03/19/Danny-Tans-Albedo-deal-off/?style=biz

Selling pressure magnify and some how they manage to robe in EPF as Substantial SH and appointed Dickson Tan ( Danny's son ) as MD. The 1st. move Dickson do is to support the share price and aggressively purchase into Treasury. Knowing that his effort fail the last buy stop on Sept 2013 with Total no of retained treasury stood at 22,816,300 shares and most purchase at high side ( > 1.800 ).

Property themes fades and GST have also contributed to the downtrend till today.

( PART 1 ) to be cont........

Stock

2015-04-11 16:44 | Report Abuse

Lets tackle the biggest fear effecting O&G ctns : how low more can crude retreat ?

Some of the biggest IB like Goldman Sachs speculate USD 30 or below per barrel soon. Recently i had come across 3 articles that have change my perception regarding crude price that i like to share out with u all.

i) Petronas Botswana operation hit by fall in crude oil prices.

http://www.thestar.com.my/Business/Business-News/2015/04/03/Petronas-Botswana-operation-profit-hit-by-fall-in-oil-prices/?style=biz

ii) Shell will buy out BG Group for $70B in cash + stock.

http://www.bloomberg.com/news/articles/2015-04-08/shell-will-buy-bg-group-for-70-billion-in-cash-and-shares

iii) Middle east state spending throws lifelines to oilfield services.

http://www.theedgemarkets.com/my/article/middle-east-state-spending-throws-lifeline-oilfield-services

If once look deeper into it :

i) Downstream players gross profit fell by 26.9%, which is normal. This is last FY which crude average a lot higher than current price, let say USD70++. Look at the margin side, net profit of RM24.1 vs revenue RM962M. Its less than 2.5% return and a slight change in forex will eaten up all.
This leave little option to them eg stop operation or store up until price r more feasible. What if crude drop to USD40 which is 20% from current price ( i use WTI as std ) u tell me after compute out.

No giant can ever survive if keep on bleeding profusely. Consider demand and supply side.

ii ) Big boys are betting big when many struggling. Last oil crush 08/09 we have seen the emerge of "supermajors" company Exxon + Mobil Corp and BP + Amoco. They have already act, how about u??

More M&A consolidates is on the way to have a better say in price later.

iii) market maker (OPEC) they so call cartel is on speeding spree. Make sure the counters u brought is of certain std. This will improve cost efficiency.

In short, i believe we ALREADY saw the worst and going forward any further drop will not be a heart breaking 1. Cheers!!

Stock

2015-04-11 00:29 | Report Abuse

TS is currently going to a healthy correction mode after a spectacular rally. Its straight forward business model is what i like most and eggs always be man kind cheapest source of protein. Teoseng strategic farm location enable it to deliver fresh supplies daily to Singapore. With good ISO implementation i belief this market will always give a better margin.

Super mario game over is not that worrying much. The real scary 1 will be bird flu which i doubt happening now. At current price its no harm to pick up a few and no reason to sell unnecessary.

Seng Seng is coming to town. yeah yeah yeah!

I hope i'm in the right venue to show my support.

Stock

2015-04-10 19:11 | Report Abuse

Will stop cheering until the next hurdle. I'm a very happy guy now. See ya!!!

Stock

2015-04-10 18:50 | Report Abuse

u r right man. R u the one comments on KPS? Jolie2 and dun know what jolieXXX same person??

Stock

2015-04-10 18:47 | Report Abuse

Simpati me , pls dun sell down any more.

Stock

2015-04-10 18:39 | Report Abuse

welcome on board and stay invested. As mention earlier TROP intrinsic value is much more higher than ESOS price. My concern now is it boil up a bit fast ( TA side ) and fellow members must able to withstand minor correction be4 it scale higher.

Today, many is still in the state of disbelieve has sold bet 1.12-1.14. Understand that many had stuck for long time. Next hurdle 1.25 and 1.36.

Stock

2015-04-10 17:59 | Report Abuse

Fundamental is always rule no 1. All those negative perspective ( gearing, property slow down , long down trend ) has cause shareholders to out sell 1 another. All this fears has clouded the fundamental to most ppl.

1 equally ignore ctn i would like to highlight is SYMLife which share similar faith. At current price range ( 0.8 ~~ 0.815 ) its surely a BUY.
Interested investors can monitor/studies and welcome to give any comments.

Advice : not too big lot ( 10-30 lots ) depends on budget
Con : it might take longer period to reap gain

Cheers!!

Stock

2015-04-10 16:15 | Report Abuse

any sifu can teach me ah?? like TROP now RSI > 70% but my tp is a lot higher. What should do?? Ignore TA??

Stock

2015-04-10 16:06 | Report Abuse

amoi...manyak cantik.

Stock

2015-04-10 10:08 | Report Abuse

1st time buyer............ hope to ride on the momentum

Stock

2015-04-10 09:42 | Report Abuse

why nobody cheer 1

Stock

2015-04-10 09:29 | Report Abuse

another Ham yue very cheap............. symlife

Stock

2015-04-10 09:23 | Report Abuse

Desmond Lim & Danny Tan.... no no

Stock
Stock

2015-04-05 15:34 | Report Abuse

MCT ( GW Plastics ) will be making its debut tmr. at an indicative price of RM1.28. The offer price is around a discounted 50% RNAV which is in line with mid cap listed property companys in bursa.

This will rank the company among the likes of Tropicana Corp Bhd and SPB. It also said to have pilgrim fund and Philippines Ayala as it cornerstone investors.

With apple to apple comparison as listed below :

1) Issue and paid up capital
2) Potential GDV
3) Available land bank
4) History, track record and brand name

TROP at 1.0++ is surely a BUY

Stock

2015-04-04 01:22 | Report Abuse

nsyee. U already ride on it?? If not yet why not check how the price supported around 0.8 cos Tehran nuclear program may likely get green light and oil sanction will gradually remove. This will add more supply glut and pressure prices.

Mat salleh wanted oil stay low to boost it GDP. But oil can't stay low forever, and Barakah price had enter accumulation zone. Its all depends on investor discretion.

Mean time concentrate on our TROP. Cheers!!

Stock

2015-04-04 00:23 | Report Abuse

few bits only think of cashing out?? No way man. Since Dec 2014 till now there are few big blocks DBT transacted bet. 1.00 ~~ 1.05. They must have know what they are paying for and wonder if few bits enuf for them to distribute out in case they r sharks.

TROP intrinsic value is a lot higher than the esos price and EPF did become substantial share holder around 2 year back at 1.8 (placement). Why worried so much if they want to sell at lost.

Talk about kenanga, it will an easy job if just add 10% to the yearly low price as TP. Things are getting better and more +ve catalyst is on the way. Do we hear " Salt fish suddenly come to life "

Stock

2015-04-03 10:29 | Report Abuse

Got capital hold tight tight. Refer to my earlier post i did accumulate big ( my std ) this time. Hope it can achieve what LBS, Huayang, KSL been rewarding me. Cheers!!

Stock

2015-04-03 01:34 | Report Abuse

Barakah is 1 of the best small cap O&G counter. Can easily match bigger pier like UMWOG. To be on the save side wait the 1Q15 result announce to see how badly the earning shows, then decide the next move. As a downstream player which works on contract basis i guess the impact wouldn't be that severe.

I can sleep well knowing that the price paid is not at the high side and would love to add more if better discount offer. Bye!!

Stock

2015-04-03 01:17 | Report Abuse

Trillion dollar industry wipe out?? Now is the time for the strongest to survive and once's consolidates, price for sure rise up.

Stock

2015-04-03 00:41 | Report Abuse

Have to be conservative mah. Who knows tmr already give 10%. But i prefer slow and steady, contra players bang 1 or 2 bit lari then price drop worst than previous opening.

Stock

2015-04-02 19:00 | Report Abuse

Invest_168, PE is 8.37. Have to be honest in promoting counter. But totally agree with u to collect slowly. O&G normally normally traded at 12~~16 x PE.

Stock

2015-04-02 18:40 | Report Abuse

Now put in side save box. Like fixed deposit with a potential return of nothing less than 25% in 3~6 months time. FD take 1 year man.

Stock

2015-04-02 18:34 | Report Abuse

Latest indirect share holding in Vsolar is 19.51%. Most of it is ( around 10% ) transacted in a private placement at 0.12 cost.

Like this when Vsolar back track, it will be RISE of asiaBio.

Stock

2015-04-02 16:41 | Report Abuse

want to sell, do it fast fast....

Stock

2015-04-01 11:00 | Report Abuse

paperplane, u seem like want to shoot him. Previously brought in many lot??

Manage to sell this morning as u say ??

Stock

2015-04-01 05:22 | Report Abuse

Who is WC if Superman aka Uncle Li also think of exists HK and China market retail business.

Stock

2015-04-01 05:11 | Report Abuse

For sure 1st hand info leakage has cause the sold down since 16th. Pandai talk only when deal with corporate VIP oh Bursa.

Stock

2015-04-01 05:02 | Report Abuse

8 months ago, a friend told me that Parkson had difficulty in paying rental is indeed truth. At the time i thought its just rumors as all previous quarterly report show profit.

Now the crown jewel of WC is about diminish like the rest of his listed stable. Damn, ikan belis like we all kena kau kau fried.

After going thru comments made from fellow members its not worth to gamble for small rebound compare to the capital invest.

Moral already near 0 and for those who have recently buy in can consider cash out even win or lose. Sincerely wish u all best of luck.

Stock

2015-03-31 20:02 | Report Abuse

Good ah. Money already in account. Almost 1/3 of market cap for this SPA.

Any clue what is Danny planing in mind ??

Stock

2015-03-31 15:29 | Report Abuse

walau eh.... worst than be4 short live rise

Stock

2015-03-30 17:18 | Report Abuse

stock up a few lot today.

Stock

2015-03-30 10:57 | Report Abuse

Bro kelvin, r'moi has been an avid supporter thus far for AA. Glad to see its start moving up. Cheers!!