Customers benefit the most out of these merger by enjoying telco towers capacity and coverage from 2 companies.

Besides that, due to synergy, mobile data and call plans will be cheaper by 10%-15%.

Thus, there may be will substantial migration of customers from Maxis to Celcom-Digi, due to better coverage, cheaper plans and efficient operations.

Normally, in merger expect some layoff, but in view this merger does not involve that, existing staff will be more motivated and to prove themself better the incumbent staff coming in from another telco.

https://www.theedgemarkets.com/article/after-10-years-trial-transmile-accounting-scandal-case-nearing-end

If Foxconn takes up the private placement, then it would benefit as major shareholder's from the profitability of Silterra.

As its current 5%, shareholding may not have much impact and is possibly only giving advisory to Silterra.

@kinuxian, the medical centre revenue is too small at this moment for listing.
Based on latest quarter result, only rm170mil or annualised it to RM680mil est.
You can compare with IHH and even small ones like KPJ for reference.

I believe,they will wait for the remaining 5 hospitals that will complete in 2024.
It will have better valuation.

Production capacity had grown more than50% to 105 bil by year end, would not expect the share price to dip below pre-pandemic level of RM1.50(adj price).

By then, US CBP would have been lifted, RM2.30-Rm2.50 more likely.

QR should be out next week.

Since it's quarter is from feb-april without MCO, it should do better.

Else I think they really need to revaluate their strategy.

Gooshen, hike in 2023.

Still have many months to go.

Make sure you still around to see it.

https://www.silterra.com/about-us/corporate-information#section01

Will these set of people bring Silterra to next level?

@RHIB7,

Now I know some people here do not know how to compute.

What a shame.

Let's show you how to compute:

Q1-USD100
Q2-USD80
Q3-USD64
Q4-USD51.20
Q5-USD40.96
Q6-USD32.77
Q7-USD26.21
Q8-20.97------------This will likely hit when supply flushing in with newbies like Mahsing,Johan,China-like players,etc

Posted by RHBIB7 > Jun 9, 2021 7:42 PM | Report Abuse

Wow, more than my estimate of 10% per quarter.
-------------------
This is the most silly projection
If one quarter falls 20%
5 more quarter selling price=RM0??

Nitrile glove ASP fell 20% for the Q3.

Wow, more than my estimate of 10% per quarter.




https://www.theedgemarkets.com/article/top-glove-sees-glove-prices-continue-falling-coming-months

As expected from Topglove results, ASP price declining reflecting in latest result.

Last quarter is peak quarter.

Maybe be another Transmile, Wirecard, Hin Leong, Enron,etc

ionlywanttoearn, this theme can only be used for healthy companies.

No one knows exactly how deep is the audit issue unless you are the company management.

Assuming the audit results from independent review that the orderbook is fake, even at RM0.10, no one is willing to buy.

There's more than 100 companies out there to buy.

Stay safe.

wallstreetrookie, there's a few like Xpeng, NIO, Vinfast.

However, not easy to be part of their supply chain, Greatech must prove themself.

Back then, Hibiscus has this mission statement. I guess it didn't achieve.

Mission (2017 – 2021)
We have disclosed our business objectives for the period 2017 to 2021. These business goals are
repeated herewith:
• 100 mmbbls net proven and probable oil reserves/entitlement in existing core asset areas;
and,
• 20,000 bbls/day net production.

Over the last 4 years, the company had been on a acquiring spree for new assets, many private placements but the share price consistently around rm1 and below.

Yinson management reply?
Normally, they will address it in proper channel like Bursa Malaysia or press conference.

Thanks icst1975


I missed the AGM earlier.

Going for another limit down today at closing?

https://finance.yahoo.com/news/broadcom-avgo-q2-earnings-revenues-133601727.html

What a shame for SD.
A darling among O&G.
But could feel something amiss since IPO where it kept producing impressive results and orderbook growing despite pandemic.

No much catalyst for upside in price or dividend as Attarat capacity of 554MW will offset the decommission of Paka 585MW.

With Paka plant operation ending 30/6/2021, expect reduction quarterly in revenue of 10% and 35% PAT in Q4 2021 result.

Attarat issue will probably be resolved by year end.

Likely new contributions from Attarat may come after Q3 2022

Wrong channel?
Should have posted to Twitter, Facebook or NST/STar newspaper

@pjseow

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=213850&name=EA_FR_ATTACHMENTS

https://focusmalaysia.my/featured/glove-average-selling-price-is-not-expected-to-fall-off-a-cliff/

https://seekingalpha.com/article/4428004-top-glove-glove-price-decline-and-dual-listing-draw-attention

https://www.theedgemarkets.com/article/glove-stocks-red-amid-concerns-over-mounting-pressure-selling-prices-and-overcapacity

stockwin, the computation is not correct even with assumptions.

Currently, ASP are declining approximately 10% every quarter.

And ASP is a key component in revenue.

If CBP blacklist Supermax, ASP should reduce further as American market has 5% premium in ASP.

Actually, KPOWER and SCIB also have same modus operandi, 2 PP in the last 12 months

Mabel, I believe Karim may not be aware of the issue.

The focus is on his subordinates whether clean or dirty.

Time will tell.

I don't think anyone cares about this.
Out of 1,000 ppl here, at least 70% are punters/day traders/short term(<3mths) trader which can be justified by the volume generated.

Anyone looking into Pfizer, J&J AZ,etc?

Pinky, revenues and profit are number that can be manipulated.

You can read Enron Scandal as a case study.

No Foxconn?

In a filing with Bursa Malaysia, it said the company has yet to engage with any potential strategic partners and investors in relation to its recently approved private placement exercise.


https://www.thestar.com.my/business/business-news/2021/06/02/dnex-no-decision-yet-on-investors

Serba Dinamik announced a number of issues KPMG had raised, including sales transactions and trade receivables, some of which involved transactions of RM2.32 billion.

KPMG also took issue with suppliers that had similar registered addresses and a paid-up capital of only RM100,000 each, “where supplier is owned by an individual shareholder despite having transactions which range from between RM60 million and RM96 million”. In total, these transactions amounted to RM481 million.

Also at issue is a customer and supplier in Bahrain whose office address could not be located. Serba Dinamik, however, says KPMG had sighted the wrong address. These transactions total US$101 million, along with trade receivables’ balance of US$24 million.

KPMG was also unable to determine the appropriateness of some contracts, transactions, as well as the revenue, but these have been disputed by Serba Dinamik.

Suggest everyone to stay sideline first till clearer picture of the issue of inflated project value and revenues.

Stay safe.

Really disgusted to see US CBP pointing out without facts.

Previously was Topglove, after 1 year still not resolve.

Now Supermax also included.

Yeah, the concern is overstated or inflated project values, revenue,etc

Maxtrader, KPOWER had nothing to do with Serba, but the method of getting the projects is similar to Serba.

Notice that Serba started to get many large projects during 2020 and pandemic period. Likewise SCIB and KPOWER, similar shareholder with influence.

Though I hope it is not.

The US CBP is finding fault with everyone, and now Supermax.

https://www.malaymail.com/news/malaysia/2021/05/31/malaysias-supermax-says-abiding-by-labour-laws-after-report-on-u.s.-probe/1978377

Still wondering the logic of the PP.

Isn't will dilute existing major shareholders?

But it's interesting to know how many tranches of pp and who is the buyer.

Stenta contributes eps by 2.96 cent.

Very minimal contribution to the entire company as a whole.

Key importance is how Stenta value can be injected into the existing packaging biz and integrate for better efficiency.

Result coming out in a few weeks.

Numbers to lead the price action.

It's called demand normalization process and will continue until it hits equilibrium.

Y-O-Y result is impressive.

Q-O-Q result is satisfactory

Quite good considering the covid pandemic

wow, impressive rebound.

Result is impressive Y-O-Y.

Satisfactory Q-O-Q.

In this Covid-19 pandemic, consider quite good.

A little disappointed, PAT didn't reach my target rm100mil.

Just monitor the result to determine your outcome to keep/buy or sell.

Let the numbers do the talking.

Those selling, do leave the forum, else don't see the point keep shouting sell or doom/gloom, unless you are missed the boat and wanted cheap entry price.

Inari came down from 52-week high of rm3.75 to below RM3. Good deal to buy, if you are not buying or selling, what are you doing here?

Everyone have different opinion on glove.

Those who think over in the longer term >5 years, is still correct. Glove has no replacements.

Those who think glove rally is over is also correct, those entered at 0.70(adj for bonus issue) would already made more than 1,200% return in less than 1year , taken profit from the market.

Those who think for swing trade is possible, is also correct, many new covid resurgence and new waves. Vaccine is definitely working to reduce the death rate.

No need to argue.

Everyone is correct.

KYY missed out 1 sentence: I am obliged to inform you that LCTITAN is one of my major investment. I am not asking to buy but if you decide to buy, you are doing it at own risk.

@Valgrovest

Refer to Lawson revenue and profit for last 5 years.


https://www.reuters.com/companies/2651.T/financials