The making of another UOA Dev. High recurring incomes. Low volatility. High dividend. Invested by plenty of funds. Sell u will regret.

Assuming RPS is traded @ 95sen (5% discount) & warrant is traded @ xsen.

Opt1 sell PR @ 21sen. Buy 2 RPS & 2 warrants from open market
Cost = -0.21 + 2*(0.95+x)

Opt2 stick to the whole exercise. Subscribe RPS & buy 1 RPS from open market
Cost = 1+0.95 = 1.95

Equate both opt x = 13sen. I think the above is worst case scenario. Stick to opt2 downside is taken care of. Choose opt1 may suffer opportunity loss if things turn good.

Agree. Why keep RM? So unreliable. Keep land better.

Do u have any infor which fund is accumulating recently?

Hi, SLIM25. How do u know JP Morgan sold? U have friends in brokerage firm?

cobra boss: Dun worry. There'll be new so hai comming in soon. Lol!

It failed to bounce back after dropped with board market because ppl refuse to get back in. Sentiment is bad & no one wan to fork out money for the multi proposal. Those trapped r desperate to find an easy way out. They dump mother share & buy PR. Tats way it drop further though alr very low. Everything will back to normal soon.

cfoong People is too trust on NTA or PE... but when Ben Graham comes out this theory... it was more for manufacturing bisnes bf 1960an... but as many people use these...to judge...then it is a big hussle.... alamak...
30/01/2015 11:49

The investment thesis on Insas is partly base on Graham's NNWC. The more interesting part is it shows vast improment in earning recently. From EPS 9sen to 24sen. Tats the most interesting part. I believe it'll back to $1 level once all the uncertainty is over.

Lol. Tats a gud 1, winmore.

cfoong. 好行皆唔送。

Mr. Koay. I opine we show look at Insas share price in longer time frame when determining volatility. For the past 1 yr share price is almost flat.

Option pricing model does give Insas warrant a very low price..... All those switch to PR are expecting sudden spike in volatility (goreng). Switching alr suffer some cap loss for many ppl. On top of tat still have to fork out money to buy PR. I wonder at wat share price they are anticipating to justify their action.

MEGB losses has reduced from 167mil to TTM 36mil. SMRT 4Q report is released end of March. If SMRT imports 31% of MEGB's P/L into it's income statement, it would be P/L for the period mid Feb til end March. 31% of 1 1/2 half month losses (not necessarily loss because MEGB stared making profit last Q) from MEGB is further split between SMRT&Creador. It would be insignificant after further offset by SMRT's increase in earning. How about the subsequent Q? Well, if they can reduce losses from 167mil to 36mil in 9 months, we should be optimistic about outcomes in June. I opine there's no issue regarding to the acquisition. The only thing needs to be comfirmed is acquisition cost of 112mil is a mistakenly reported by CIMB.

gambling...

Sell mon buy PR if bullish about Insas
Sell PR to reduce losses if bearish about Insas
Sell everythging to cut loss if Insas is hopeless
Do nothing & go through the complete exercise is can't foresee the future

truthseeker1. Pls talk with facts. Empty talk is useless. Support your statement with no. pls.

Alpha Trader. Pls go to SMRT. TQ.

Can Alpha Trader answer my question?

Or calculate in terms of NTA:
Purchase price should be 31% * Total outstanding share * NTA
Again, much less than 112m

Enterprice value = Market cap - total debt + excess cash
Premium = (112m - 31%Enterprice value) / 30%Enterprice value

They said they pay 60sen per share to buy 31% stake. How could it be 112m? If they pay 112m for 31% stake there is a huge premium indeed.

May I know why u like Luster? Sharp drop in earning. Very high PE. Very low ROE.

Bought too early yesterday. Lol. Got to avg down next week. No choice.

Even if PR theoretically worth nothing at current price but the 2 inherited warrant got time value. Instead of selling PR I'll buy more PR at resonable price.

Sold all

Yinson said the contract would contribute positively to the group's earnings for the financial year ending January 31, 2018 and for the financial periods thereafter, for the duration for the contract. - Bernama

2018??????

Tats the nature of most IT stocks. Everything has been priced in even not yet materialized. By the time forecast earning is materialized price would have hit the ceiling. Not very used to it. Lol.

Is something like this going to happen again?

Who's buying KSL warrants as 34.4% stake traded off-market

as mentioned by newdesk. stronghold is shaken off. 2morrow will be very smooth.

Alpha Trader. May I know wat is the investment thesis of this counter. In terms of PE many of it's peers have lower PE. It's has -ve free cash flow. Earnng yield & return on invested capital oso very low.

Any possibility tat Q result is released this evening?

Build a strong bunker at 2.15 first... When time is right... Charge! All the way to $2.2!

The only reason of doing tat is they r bullish about the mother share.

Lollipot. Tats mean they know more is comming after next Q result.

stkoay. Your members all sold their shares long ago lor. They didn't inform u meh?

r Moi. I think Dato won't be so mean lar. A businessman has to jaga his image oso. Mother will up.

I have a question. Those who sold mother share & bought OR at 30sen wat r they going o do now? Even if mother share keep falling they have no choice but to subscribe, right? Unless they cut loss on OR. Is Dato trying to trap these ppl?

I m not a greedy man. I m happy with wat i have. I know I m not too smart. Therefore, I just hold tight to wat I have & do nothing.

I wonder where is all the oldtimers. All sitting on cash not knowing wat to do? Lol.

Everybody. Yam seng!!!

start clearing 2.1 now

profitman is in this counter. Tis time huat liau.

They r squishing u ppl. If mother price hike wtf wan2 sell the OR?

Sell lar. The syndicate will laugh till die.

30sen only? 1 OR per 5 shares each share gains 6sen? Just a small fraction of cap loss for those who bought >$1. Tiew!

murali. pls elaborate. for the sake of newbies like me....

The bankers open up a few betting counters (structural warrant) on ksl. There'll be some suppression on price surge this year. If u talk about value being fully reflected in share price I opine should be next yr. Just keep for dividend while waiting. Cheers:))

If ksl alr in fund's portfolio Dow won't affect ksl too much. They'll accumulate on weakness. Notice why they bought yesterday? Why not the day before? Because most ppl sold on div ex. They believe more will come after next Q good result. Tats way I keep ksl & sold most of my other stocks in time of volatility like this.

AT. SMRT is a god one. Not as bubble as IFCA & MYEG. I'll join u there.

Nobody will sell lar. 25sen distributed to 5 common share each only get 5sen gain. Ppl will prefer getting the 2 free warrants!