Sorry, the train has left the station...

Sorry, not exiting. Thank you for allowing me to collect at RM1 on Tuesday. Will wait for dividend and RM1.50

Sell some first. Keep some bullets for later since election is coming.
TQ for the quick profit

SEA Games in May coming soon. Venue in Cambodia. Hope their airports will be doing well and good result for this company in Q2

Depends on how many shares are placed out to acquire MIDF. As of now, I believe not much information on this available

Wonderful, I was only expecting 3 cents at most. Extra 5.5 cents is really a bonus!!!

Hi Mr. Tan,

I am #15 in 2021 and #14 in 2022. My stock pick for FY2023 is:
1. KPS (15%)
2. MNRB (10%)
3. AZRB (10%)
4. CMSB (10%)
5. MBSB (10%)
6. MUHIBAH (10%)
7. BSTEAD (10%)
8. MALAKOFF (5%)
9. MYEG (10%)
10. MAGNUM (10%)

Basically my portfolio is almost similar to last year with some minor tweaks, being more diversified and with the addition of MYEG and MAGNUM. Not aiming high but hoping for consistency and in maintaining the top 20 spots.

Thank you and a Happy New Year 2023 to you!!

I say "Buy", once Sprint is disposed I'm expecting another bumper dividend from KPS, hopefully in the range of 8-10 sen. You can continue saying all the bad things you want about this company, but nope, I'm not selling...

At what price will this MBO be?

Tomorrow will open back for trading? Hopefully can see some action tomorrow...

Yeah, more dividends on the way...

Dividend again? Need to wait another 3 months but TQ TQ

Lousy result, lousy dividend. The loss due to IT issue

Haha, maybe only those who bought above 10 is crying...

Yeah Panorama1, my average cost is slightly above 5.
If Harta can consistently give 10cents dividend every quarter then it around ~8% dividend yield. Anything more than consider bonus :-) and so far, it's giving more than that...

Aiyoh, regret didn't top-up more yesterday.

Anyway, a bit sad also with so the increasing number of cases and new variants.
Everybody please take care...

Dear Mr Tan,

My pick for FY2022:
1. KPS 15%
2. MNRB 15%
3. AZRB 10%
4. CMSB 10%
5. MBSB 15%
6. MUHIBAH 10%
7. BSTEAD 15%
8. MALAKOFF 10%

Thank you and have a Happy New Year 2022

It's not exactly good news. Covid cases worldwide reach a record high of 1.2m cases yesterday.
Good for glove makers but not good for the rest of the world. I have glovvies but I also want the world to recover from this contagion...

Now is cheap already. I'm also nibbling up bit by bit...

Hmm, Harta up but TG, Supermax and Kossan down. Harta nitrile gloves is #1

Thank you and goodbye MMC...

Yeah, average down more at RM5

CFO just resigned after a short tenure. May not be good news...

Nice, if include the incoming dividends, my Harta position is finally positive

Don't bash me but wake me up when RM3 comes...
I promise I will support back at that price again then

Got off the morning train today at 5.06, I have left very small position here. Good luck all!!

Too much hassle and no time for this. I just use a nominees account

No movement here... Buyer don't want to buy, Seller don't want to sell. Think it's going to be quiet for some time

Hmm, why haven't release quarterly report?

I have taken profit. Still have some remaining, waiting for RM5

Bagi satu "Like" sama u!!

Najib Zamry We focus on DKSH first. This one let it float for a while. The value will come

Woo hoo... super undervalued as mentioned. Now is marginally undervalued.
I think I will sell at RM5

Have a good weekend all!!

Not just undervalued. Super undervalued...

Was queueing earlier to sell@3.40. Going to cancel sell order dy.
Going to keep for more upside...

Not bad, not bad... Dividend rate higher than FD rate. Keep and wait for privatisation

Looks like GPS holding the key to next PM. More projects going to Sarawak and can guess the benefactor would be this counter...

Well, I consider that 3 cents was for last year, unless they announce another interim dividend in Sep for FYE2022

Ok lar, my average price is 90 cents, slightly less than 5% DY. Hopefull now can ex-date and payment date asap...

MNRB holding steady...

Yeah, I also think can reach RM2. EPF not always right.
Their errors for all to see in the Topglove and Serbak investments. Also have many other examples, but these are the latest I can think of. They have their reasons for selling, we have our reasons for buying. No right , no wrong here...

Oh, ok. Let's wait and see then

Not sure, I was guided by their dividend policy, not sure if that is still in place.

Also, their Aquaflow will be selling more chemicals when the plant is up and running. But that could be 5 years down the road

I feel that KPS will not get the main rasau wtp project. But with such a huge plant, new pipes will have to be laid to the consumer, there's where smartpipe may come in. Just my 2 cents, don't shoot me if anything goes wrong

Pinky The previous fair value hit to Allianz was due to rise of INTEREST RATE, not rise of OPR.

Rise of interest rate may, or may not be due to rise of OPR

Allow me to illustrate

Let's say BNM cuts OPR from 1.75% to 1.50%

HOWEVER, the MARKET may perceive that Malaysian government bonds carries a high risk (be it risk of default or risk of weak forex etc)

Hence, the market will SELL DOWN MGS, causing YIELD to go up

To the above, I agree. And with the latest political turmoil, it will certainly affect Allianz's investments. But overall, I don't have any issue to park my money here or average down if it continues dropping as I believe Allianz is a strong company with proven track record

Good choice, just hold tight for the dividend announcement coming in 2-3 months time.
From the good performance last year, I'm thinking should be in the range of 5-6 cents. Anything more is a bonus.

As for capital gain, it will come one fine day...

I also managed to get RM1.10...Admit this is not a very clean company but the valuation is too cheap, if the numbers are not cooked

Pinky oh Pinky... Value of a bond is inversely related to the interest rate.
When OPR is cut, fair value of existing MGSs will increase and not fall.
Finance 101

DRP for me...