n3lly

n3lly | Joined since 2014-04-21

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Stock

2 months ago | Report Abuse

my 2c,

ASTRO should shed its DTV business model and streamline to be a content aggregator. 1st order of business is to make a full pivot towards full broadband and then merging with MAXIS.

Touching abit on MAXIS, having to compete with the current enlarged CelcomDigi and Malaysia gov's decision to force telcos to subscribe to DNB's 5g have caused MAXIS to have very little differentiating service. Same goes to MAXIS' wholesale purchase of HSBB from TM which are equally cut throat where subscriber will switch between TM depending promotion.

For the uninitiated, calling ASTRO as sunset in uncalled for. It's MEASAT and DTV that's a sunset business. As for ASTRO, it remains as the primary source of local content for the community and will most likely here to stay.

Lastly, for those people that compares ASTRO againts the like of NETFLIX, HBO+, Disney etc etc. Do you know that ASTRO offers bundle with those foreign streaming platform? Rather than having to manage several subscription, ASTRO's bundle offers a lot of value.

By merging ASTRO and MAXIS, believe there will be huge synergy to my points above. The only stumbling block to the merger above is the consideration of MEASAT's existence which to me is a huge conflict of interest.

Stock

2021-10-08 10:12 | Report Abuse

Hold On for Dear Life

Stock

2021-10-01 13:16 | Report Abuse

Won’t be 1.9. Can’t value KPJ like normal hospital as they don’t own most of the hospital as it’s been spun off to REIT. Plus talking about VC/PE, and in this case TPG that bough Columbia, they must have idea to combine, restructure and relist. At most probably 1.4-1.5.

Stock

2021-09-14 13:49 | Report Abuse

you mean up 50c or drop to 50c? am confused.

Stock

2021-09-11 14:20 | Report Abuse

the fact that its trading at 7.5% for 3mths (annualized to 30%) tenure already screamed to everyone that there are still prevailing risks right? as compared to FD's risk free rate @1.85% PA. otherwise, this share will be trading at 1.99 now.

Stock

2021-09-09 01:31 | Report Abuse

in shock and disbelieve why are you arguing. doubt his opinion and vote will matter. if you are worried this might fail, sell. if you want to support the stock, buy and REMEMBER TO VOTE so that your decision counts.

Stock

2021-08-10 00:57 | Report Abuse

Could also possibly be a stock rerating? Sunway Health GIC & Columbia TPG/HL transaction is making mgmt look like clowns.

Stock

2021-08-06 16:50 | Report Abuse

Jokes aside. Why would anyone do so?

Stock

2021-06-24 21:23 | Report Abuse

I wonder whose turn around plan stinks more. Jalil with bcorp or this.

Stock

2021-02-25 17:26 | Report Abuse

+6% today. God giving 2nd chance to run for the hills or engine finally starting? Thoughts?

Stock

2021-02-08 17:41 | Report Abuse

Also at 56.5cents closing. Downside is minimal. The only thing you lose is time value. Just convert it into margin and your holding cost is like 4-6%? If it bounce to 80cents. Your upside would be 40%?

Stock

2021-02-08 17:38 | Report Abuse

Actually am curious. Why don’t LTAT force BSTEAD to pay these list co holding shares out as dividend in specie? They can immediately book in the cap gains

Stock

2021-02-08 08:23 | Report Abuse

I doubt any of the initiative is as effective as just privatising Boustead. Somehow reading whatever materials out there and the different accounts in i3 leading to the lapse, seems like there were rifts between Boustead and LTAT direction.

Stock

2021-02-02 16:40 | Report Abuse

How is it possible that nobody were not able to meet minister? LTAT has so many Generals inside.

Another theory is that this deal has been tainted by politicking / sabotage. Which explains the multiple leaks (either attempts to derail or force deal to go through)

Stock

2021-02-02 13:21 | Report Abuse

bad timing to choose to meet minister. today they are meeting to decide on what type of MCO we are going into after 4th Feb

Stock

2021-02-02 10:46 | Report Abuse

you should change name to "NOT_BousteadInvestor"

Stock

2021-01-31 17:19 | Report Abuse

curious. what are the chances that this will be politicized?

Stock

2021-01-29 17:29 | Report Abuse

Suspension to announce go ahead or to call off?

Stock

2021-01-27 17:01 | Report Abuse

how come no champagne popping.

Stock

2021-01-19 09:55 | Report Abuse

what is there to speculate? just set your IRR to 80cents and let anything higher be a bonus.

Stock

2021-01-13 21:36 | Report Abuse

i wonder if investors would reject any offer by pushing the share above the offer price. 80c is too low IMHO. Someone should call Dr Yu Kuan Chong and do another HLCAP

Stock

2020-11-16 21:09 | Report Abuse

Privatization are usually well kept secret especially gov owned one. Believe some party might hv leaked out to sabotage and edge was just the vehicle.

And can’t believe someone would just publicly admit to insider trading.

Stock

2020-11-15 23:33 | Report Abuse

ks5S the takeover is real. if not edge wont simply talk...no more fake goreng. .

well, bloomberg did leaked Boustead privatization and look at how it ended up.

Stock

2020-08-20 23:04 | Report Abuse

I wonder who are their CF advisor. Affin? AFAIK, their CF are very competent and won't leave deal to be drag so long with no material announcement unless advised by 3rd rate CF team.

Stock

2020-07-28 00:11 | Report Abuse

bad news if glove warrants gain another 500% and you bought this instead. Good news is that at least they are still trying.

Stock

2020-07-27 20:44 | Report Abuse

Alamak. Jinxed it.

Stock

2020-07-26 23:38 | Report Abuse

quick check on the SC's take over guideline:

Holding announcements under paragraph 9.07
3. An offeror shall announce his firm intention to make a take-over offer within
two months from his first preliminary announcement unless an extension of
time has been granted by the SC.

any possibility of extension? they are cutting it close since everyone eyeing on month end.

Stock

2020-07-22 10:17 | Report Abuse

3 scenario that might turn out.
1) LTAT recoup gains from investment loses with share recovery and push this back to old price or more. GO nullified.
2) Share price continue to rally and LTAT have to offer higher price (since offer no longer attractive) seeing rerating & fresh catalyst from indirect holdings in PHARMA.
3) GO fail & vaccine theme dies off. Share goes to 20 cents as dooms day advocate predicts.

Wonder which will be the case.

Stock

2020-07-22 10:11 | Report Abuse

So nice to have the bears flushed out. We can finally focus back on fundemental discussion rather than people hailing dooms day.

Stock

2020-07-15 09:31 | Report Abuse

god given opportunity to get out of the stock or we have just missed out opportunity to buy at discount?

Stock

2020-07-09 10:55 | Report Abuse

its different la. price dropping was due to Bloomberg's leak causing price runup. leak also cause the deal to be exposed to surface prematurely.

Stock

2020-07-09 09:00 | Report Abuse

>10 days of continues decline will definitely frustrate some weak holders albeit done in orderly manner.

News & Blogs

2020-06-30 00:51 | Report Abuse

bro. you got margin with kucing bank or not wan. they never cut their capping la. in fact, they were the slowest broker that increase the capping. funny thing is, the june capping revision is in fact an increase from even lower position. few of us had to complain so many times for them to do revision.

Stock

2014-12-11 18:14 | Report Abuse

can anyone confirm if the interest earned in the custodian account be subjected to corp tax? and also what are the duration it will take to liquidate the custodian account and refund to us.

Stock

2014-12-11 18:12 | Report Abuse

assuming no QA until maturity, this will be considered a fixed income. so warrants are naturally toilet paper.

News & Blogs

2014-12-11 18:10 | Report Abuse

Since RHB will no longer exist in the coming months, the CF advisor can just hide behind the fleeting brand ma. Announced -79% profit 2 days before IPO, are you saying the CF didnt know prior to the listing? They probably learned from MOL GLOBAL. Not sure if the investors can file a class action suit against them.

http://www.thestar.com.my/Business/Business-News/2014/12/05/US-classaction-suits-filed-against-MOL-Global/?style=biz

News & Blogs

2014-12-11 09:28 | Report Abuse

boss, IPO 65c now its 57c. biggest conjob

News & Blogs
Stock

2014-12-10 17:17 | Report Abuse

Part and parcel of consolidation process, sellers at this price point have been exhausted while people like CS have been buying everyday. IRR for investor looks good at this point of time with 17% yield to maturity. If I have the money, I would buy 25% and vote any potential deal off for the yield.

Stock

2014-07-31 15:10 | Report Abuse

interesting. apparently AGIR was affected by the Japanese Tsunami.

http://www.reuters.com/article/2011/04/21/axis-global-reit-idUSL3E7FL18020110421

Stock

2014-07-31 09:00 | Report Abuse

reading through the lawsuit pdf, pity this Julian guy. Apparently the AXIS management screwed him over.

Stock

2014-07-31 08:36 | Report Abuse

finally someone with investment banking background. hope he will able to contribute positively to the QA approval.

Stock

2014-07-30 11:35 | Report Abuse

and if what you said is true, i wonder why they hire HR manager for. usually small company's Finance manager holds the HR hat as well. HR manager hired in to hire 2-3 staff and process claims?

Stock

2014-07-30 11:32 | Report Abuse

prc4wifefe> i pity those new joiner. they will be out of job in 18 months.

Stock

2014-05-29 19:51 | Report Abuse

btw, i am also invested in the Sona warrant and i believe that one of the exit signs for the warrant is when the warrant premium turns zero.

Stock

2014-05-29 19:50 | Report Abuse

One of my observation from hibiscus' price movement compare to its warrant was that there was a point where warrant will trade at a deep discount over mother share which raise some questions. why hibiscus warrant trades with discount? operator not in warrant? mother price was purposefully pushed up so that people switch to warrant to get caught? if so, whats the rationale? hoping those warrant holders will keep the warrant with 'hope' analysis and upon expiry, convert? Anyway, if anyone here has a Bloomberg subscription, you can see the change in premium with GR<GO> function. Hope if this happens to SONA-WA, nobody here will be hurt.

Stock

2014-04-21 01:08 | Report Abuse

With shareholders buying and selling. Doubt the news will come out so fast. They might need to be mindful of close period prior to announcement of material news.