Star Media has strong media assets. Its internet platform is widely read. It only needs to be monetized.

Its losses are due to softening of ad revenue which is temporary and also partly attributed to discountinued operations.

Star needs a shareholder activist to put pressure on its Board of Directors and management to unlock value further. It has not done enough to allocate capital wisely.

CEO & Group MD Linda Ngiam keeps selling her Star shares. It goes to show that she has no confidence even in her own stewardship of Star. The Board of Directors representing shareholders should ask her to leave the company so that she no longer milks the company further

Star will have to reward shareholders via special dividends.

Star will need to only invest for growth at a Reasonable Price.

Star will need to sell non-core assets TV & Broadcasting

Star will need implement Compensation Clawbacks for failures.

Yes! I a stay in Penang. E&O's STP2 land development is on track as planned.

Sunway has multi billion ringgit projects in Penang in Air Itam, Paya Terubong, Anson Road. Please note that these project locations are non-prime locations.

STP2 is super prime land with very high traffic + population with higher earning capacity compared to the rest of other Penang locations.

Tony Fernandez's business acumen is top rate. The stock should be trading at a huge premium

STP2 land is progressing very well. Other developers will be hard pressed to get such a large tract of land in a super prime location.

ECM management can afford to pay even more dividends but it is holding back.

Sri Lanka hotel which has a monopoly position in the airport should bring more upside to the share price

Value of STP2 will shine brightly once Chinese investors come in. Penang is more suitable for Chinese investors than Johor or KL. Penang island has a high concentration of Chinese population which makes it a natural habitat for Chinese nationals

Good dividends + hotel properties with captive customer base = Good share price

Big shareholder KWAP will see to it that their investment will pay off.

Real estate is about location location location. E&O has super prime land in a land scarce island.

So far Star has made some changes in management.

Compensation Clawbacks will need to be implemented for failures.

Next Star will have to reward shareholders via special dividends.

Star will need to only invest for growth at a Reasonable Price.

Star will need to sell non-core assets TV & Broadcasting

Good news. High dividend payout plus lucrative airport hotel

Star Media's Group CEO and Chief Editor should be personally and legally liable together with the Board of Directors for any action by the Home Ministry.

There should be "Clawbacks" in their compensation scheme so that Star Media can take back money that has already been disbursed plus a penalty if Home Ministry finds them blameworthy.

Prime land + savvy strategic investors

Star Media has to implement a restructuring program

1) change in management and Board of Directors
2) capital repayment - special dividends
3) sell non-core assets - TV & Broadcasting
4) implement strict investment program which offers a good risk/reward with good price

Hold management and Board of Directors accountable for recent and future failures

STP2A work is progressing well with Chinese guys

Special dividend + monopoly airport hotel deal

Star Media ought to pay special dividends from Cityneon sale.

Internet and digital assets in the marketplace now are extremely overpriced. Should Star Media pursue these assets aggresively the Board of Directors would need to be accountable and held legally liable for future writedowns.

Also Star Media ought to sell non-core assets TV and Broadcasting divisions to unlock value.

Straits Quay mall sale in the final stage. Deal should be finalized soon

MONOPOLY Sri Lanka airport hotel awarded to ECM Libra. Limit up!

Once more and more deals are announced more and more people can see the VALUE in E&O. By the time it is too late to buy the shares. Share price would be way above RM3

Sri lanka airport hotel deal in the bag. News to be released soon.
Good deal given its MONOPOLY position

Star Media's investment cost of RM120 million for Cityneon is sold for RM360 million. Star made a whopping 3 times its original cost. Good advice Magus!

careful if no deal will LIMIT down like IW city

sri lanka sources have reported the deal award.

shopping mall deal should improve financials

ECM has got sri lanka airport hotel deal in the bag. good news should come out soon

Super cheap land cost = RM60 per sq ft
Super prime land easily > RM1,000 per sq ft

Strategic partner KWAP buys in at RM530 per sq ft
Superprofits with huge "margin of safety"

ECM is worth more dead than alive.

Liquidation is the best option for all

Something big happened!

Latest financial quarter ECM made a financial loss.

With the arrival of Mr Gareth Lim Tze Xiang ECM is paying unnecessary director's fees.

First AirAsia X then Plato Capital and now ECM is being dragged into losses for shareholders

Why does ECM need Mr Gareth Lim Tze Xiang (son of Mr Lim Kian Onn) as Director when it has the father inside the company?

As CEO of Plato Capital, Mr Gareth Lim has made its minority shareholders so much poorer.

Now Mr Gareth Lim gets to draw additional Director fees from ECM. Will Minority shareholders of ECM suffer the same fate as Plato Capital minority shareholders? HIs fees are a financial burden to ECM minority shareholders.

For the past 5 years the stock price of Plato Capital has been extremely disappointing

For the past 5 years the stock price of AirAsia X has been extremely disappointing

Any shareholder value creation?

More like shareholder value destruction

So what is Mr Gareth Lim going to contribute to ECM ?

Shareholder value creation or destruction?

Gareth Lim Tze Xiang son of Mr Lim Kian Onn (Group MD of ECM Libra) has been nominated as Non-Independent Non-Executive Director of ECM Libra.

So what is Mr Gareth Lim going to contribute to ECM? Is he on a fat director's fee compensation? ECM board and management should be transparent on this.

Activist investors are watching on corporate governance !

Affin Hwang Investment Bank is tying up with Japan’s Daiwa Securities

Again ECM is falling behind. Management is not doing much except rewarding big fat pay to themselves. Just look at what others in the industry are doing just a few months back:

RHB Asset Management has partnered New York-based investment firm Neuberger Berman

KAF Investment has a new RM100 million KAF Australian Islamic Property Fund

Hong Leong Asset Management has a new fund Hong Leong Regular Income

RCE Capital , KAF Seagroatt, Hwang have all done very well in terms of share price performance. What's up with ECM Libra?

Next Blackrock, Aberdeen or Fullerton?
Next 1MDB?

Hong Leong Asset Management launched a new fund named Hong Leong Regular Income Fund to provide regular income at moderate risk levels for its investors.

ECM's management (related parties) is definitely getting well paid for doing very little. Other investment houses are busy building their asset management businesses while ECM has very little to show for except a major shareholder is trying to buy cheap from the minorities.

KAF Investment Funds Bhd plans to generate RM100 million from its KAF Australian Islamic Property Fund within the first six months of its launch.

ECM's management is sleeping on the job

RHB Asset Management has formed a strategic partnership with New York-based investment firm Neuberger Berman and will be launching a multi-strategy fund

ECM is behind the curve.

Directors that rejected takeover should invite better offers from other parties

Dato Sri Tham bought at RM2.60 per share and can easily flip his shares to a strategic investor above RM4.00

Costs in ECM Libra are on the high side. Cost cutting can increase company profits without increasing revenues.

Better put up ECM for sale to external buyers than sell to an existing major shareholder. Shop around ECM to major fund management companies to get a real market price.

Mr Lim bought at a higher price in the open market

Mr Lim is buying company control at cheap price. ECM is worth easily more than RM0.60 per share. Couple months earlier Mr Lim bought at a higher price than current purchase price. What is going on?

ECM has a good business. It needs good management to unlock its value and potential. Perhaps a new shareholder or management can do that.

ECM's fund management business is a good asset for Aberdeen Asset Management or Fidelity Investments or other major fund houses who can operate the business more efficiently with their scale, expertise and distribution. Maybe even Asian house like Value Partners can acquire it to expand more easily in Malaysia.

ECM is a good privatisation candidate