quarter report will be out the latest Friday, we shall know...

Fainted, now really big joke!

hng33, excellent news on the definitive agreement, cheers!

hng33, the Zhou you depicted is based on 三国演义, its a storybook and not history... even if its true, 提防刘备has turned out to be right, 荆州有借无还 till a plot in the future that got 关羽 killed and the relationship between 吴 and 蜀 turned bad...
Anyway, we should be more concerned about Puncak development instead of discussing the history and its relevance to current PR's MB issue...

Bought some @ .505 and .51 this morning, hope its not a wrong move

Haha... how price can rise when so many want out

Hmm... guess you misunderstood my question. From what I know, in history, zhou had never failed to offer the best advice in protecting the boss's territory...so, can't see any resemblance

“周瑜”般的人，虽然对孙权忠心，但没有向领袖提出正确的信息

Since when “周瑜” did that in history?!?

truth is, I have just started to get interested in this stock...

well, depending, when trading volume is high, the margin is reasonable and likelihood to have the deal is pretty much considered done...

forgot you have mentioned it before...

hng33, I only hope that the differences between Puncak and its warrant grows bigger so I may earn some arbitrage before any circular is out and S&P signed...

hng33, think you have missed out the more important news here:

http://www.theedgemalaysia.com/business-news/304589-khalid-hoa-signed-with-federal-govt-still-valid-after-his-resignation-.html

HOA between state and federal over water consolidation exercise in Selangor remains valid after his resignation...

think anwar has gone crazy from years in prison, sigh...

Yeo, BJCorp results were actually alright until the last quarter for FY2014, guess which is why the share price has failed to show 'excitement'. With recent share sales (BJAuto and TCMLife) and land sales, BJCorp is expected to show 300 mil profits and an additional 1 billion cash flow. Unless there are more negative surprises, including sudden write down through impairment, BJCorp should be doing alright FY2015. My guess... sure would appreciate any finding from others.

calvintaneng, that's the reason I bought into Bjcorp after avoiding VT shares for so many years... Wondering why hasn't share price reflected the recent corporate events, from selling portion of BJAuto, TCMLife, to selling plantation land to bring in over 1 billion of cash?!?

while waiting for the water deal, I have been making some pocket money selling Puncak and exercising WB. Completed once, enjoying a 2.7 cents per share difference, but margin is narrowing, sigh...

hng33, LTH sold some Puncak before, so no idea what's behind the whole exercise... though, addition is a sign of approval to current progress, I guess...

good news I guess, LTH just bought 2.5 million shares on Aug 20.

read in Malaysia kini that Khalid may be seeking to dissolve the state assembly. Guess last resort...

I too believe nothing could stop the water restructuring in Selangor... Pricing though, not so sure. Doubt new MB dare to offer higher price than Khalid, it would be a slap onto PR face... Lower, if not by much, maybe the best for all. Too low, unless a federal takeover, a long fight in court would be expected, further dampening people faith in PR... Guess same offer or slightly lower offer be in place soon...

guess instead of waiting for 1.15, will start selling if it were to hit 1.01 again, sigh!

hng33, you are real brave, may I know the percentage of Puncak value in your portfolio?

Hmm... luckily I bought some at 4.50 and 4.54, hope to see 5, will I?

Hng33, thanks

tt101, well said

my guess, going to break 0.53 this week...

Denver, thanks. Compared to hng33, guess I have a lot to learn...

Denver, I read quarter reports and annual reports, together with any possible analyst reports that are free to grab. Then go through any recent announcements before investing. Not to hng33 level, I guess...

Hng33, u must have invested a lot to dig so detailed... thanks

hng33, well written article...

Sometimes, to think of it from Khalid's perspective, while there is a basis for him to resign to let Anwar becomes MB, its a bit hard to swallow just to let Anwar's wife become MB. Its not a company, its a party. But I guess this is how we have been used to in Malaysia...

Don't get me wrong, its not to say that I oppose Khalid's resignation... Now PR has reached the point of no return, so has Khalid

Alas, now, without state assembly, he can't even get Khalid out, only shouting outside the legal system while awaiting PAS's handout... He was once the deputy prime minister challenging M the dictator, wonder his kongfu has weaken as he age?

I have to wonder if Anwar is a 草包, can't even solve this Khalid problem?!?

thanks.

Indeed, after seeing a huge annual loss coupling with ignored news of profitable divestiture, I have begun buying some BJCorp, against my initial thoughts of avoiding anything VT owns... Hope this is not a huge mistake

To me, the water crisis is nothing but a consequence of BN crazy/self-enriching privatization of the past and PR irrational/populist agenda of free water at present... Hope I have not said the wrong thing

Hmm... should we expect to see at least 0.80 soon? Selling BJAuto, TMC Life and palm oil estate, generating cash flow of over RM 1 billion.

林俊松 and all What do you guys think of the following guidelines on using margin account?

(1) try to keep debt/asset < 0.5, preferably 0.4. Margin call usually is when debt/asset > 0.6
(2) make sure not to use more than 90% of margin amount
(3) buy only shares that would distribute dividends, it helps with interest charges
(4) survey the market, some brokers would offer BLR - 1.8% to BLR - 2.0%, don't use margin account that charges more than 6%; always request waiver for rollover fee, its 1% of used margin quarterly
(5) top up when you have spare cash to reduce the risk

Puncak is definitely a better choice. Only concern is if big boss willing to share cash?

I m waiting at .935, buying 1/3 of those sold at 1.01

It seems to me Puncak deserve a higher valuation not because of its political connection, rather its distribution monopoly. Am I wrong? Convert all my Puncak into WB today ...

superb99, yes, that's what I thought. After the surprise announcement, I have written an email requesting for clarification. Guess what, no reply! Probably the staff thought they only need to response to big bosses, sigh...

I have been selling at 3.4 while buying back warrant at 2.35, making some pocket money while waiting for circular...

We are pleased to announce that the Board of Directors of MNRB Holdings Berhad had agreed to recommend the payment of First and Final Single-Tier Dividend in respect of the financial year ended 31 March 2014 of 16.5% per share to be paid on a date to be announced later, subject to approval by shareholders at the forthcoming 41st Annual General Meeting of the Company.

source: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1692509

hng33, thank you for your in depth understanding and writing about the water issue in Selangor

I think TA price is lower due to discount as a holding company, a lousy boss, and uncertainty in the sale of brokerage arm...

hng33 we will know in time... thanks

hehe... son/daughter co., can never be sister...

I would rather them focusing on their businesses rather than betting on equities gains...