epf after emerging as a substancial shareholder (more than 5% shareholding) will keep their position,a nd in concert with Tee's 11% or so, shd be able to hold off any challenges for Board and therefore keep management intact..... this shd give stability to operations, and assuming bulk of the huge transactions were mopped up by IBs..... the latter would toe the eof line.... so all shd be well for now

im not sure wht all the big talk about taurx, as it way way too early and even if the fda approval etc gets done what governs the share price for now is the next qtr results from surrent operations..... GB is in creased excellerated ebitda earnings, and more is being recognised in the profit margin.... how much more will be in the next qtr is what we shd be speculating on..... not taurx, just my opinion :-) cheers

wowzie Agjl ....24m shares transacted at average $100/share that totals $2.4billion or RM10.8billion ..... wonder how jenson plan to spend the weekend? Maybe trip to moon and back :-) LOL

@pang72 .... are u ok? You are rambling and ur statements dont make any sense? LOL ....

some good news for u calvintaneng :-) kenanga - which is very prudent in their recommendation..... has given a BUY call for TSH at RM1.30 ..... so when u holding party to celebrate :-)

EPF buying into EMS operations..... first ATECH (as follows) followed by CEB..... EPF have some plans? interesting...

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-06-27-story-h-158037934-EPF_Emerges_as_Aurelius_Technologies_8217_Substantial_Shareholder_With_

Last 5 trading days volume and close price....
736m 0.435
405m 0.475
269m 0.520
186m 0.505
210m 0.450 (Today @ 4pm)
...... what pattern do you see... fr a short term perspective?

not much to worry for those who plan to buy and hold, company operations are intact, and there is upside from iConn, taking last qtr profit of 13m, the PER at current 45.5c stands at 8.5x and the qtr before that profit of 5m, the PER stands at 20x.... there is much to gain in a month or two when dust settles... happy hunting :-)

wow ceo still sold 350K shs on friday..... but T+3 after 750m shs traded (last wedns) is still holding as of today.... thats total RESPECT for this counter, hereon I suppose it shd be up up and away :-) happy hunting

i guess ioipg will have little option than to accept the offer to take up shenton house deal, as otherwise CEO will be in an awkward position of being in conflict of interest with his day to day job, besides im not sure his private company will have the muscle to complete the job anyway (wonder how he won the deal in the first place?) .... wonder also if the handover will need approval from the original tenderer? although no doubt.... ioipg is a strengthened purchaser with the means of completing the job ..... so all thats starts well ends well I guess :-)

from earnings perspective next announcement will be an uphill task of meeting with YoY results of 235m profit.... and surely the FY2024 will not be able to beat FY2023 results.... gotta beware of this .... happy hunting

calvin, here is the last 6 qtrs TSH profits.....
2024 Q1 - 20m
2023 Q4 - 25m
2023 Q3 - 30m
2023 Q2 - 11m
2023 Q1 - 29m

Can you see a pattern? There is a reduction in profits ..... but of course luckily still in profits. TSH also pays dividend..... 3c in 2021, 11.5c in 2022, and 2.5c in 2023. Nothing to shout about but ok lah...

Point is when will this excitement on land sale materialise as benefits to shareholders? Can you do a profit forecast based on management plans? There has also been no clear coverage from IBs on TSH plans? Are they keeping their plans a secret? Pls dont bring up taking company private as thats a once in a 100 possibility and we do not want to delve in this kind of low probability scenario.....

We are not here to invest like for retirement fund.... retirement fund guarantees stability, we also want to see upside, and when will this upside come? Can you reply on this? When?

does anyone who who is closest Cape EMS competitor in malaysia? This party shd be purchasing substantially... as its double whammy gain..... increase market share and kill 1 competition..... win win

based on TherStar report today, tee kim yok (the more cute-r sis of CEO :-) sold 2 blocks of shs 20m and 40m at RM1.20 and RM1.07 netting about RM67m (i believe strongly which ate owned by CEO and sold on behalf).... but the straw that broke the camels back was the acquisition of iConn company in which Cape paid RM76.6m for a negative NTA company and therefore recording a RM79m goodwill (meaning liabilities more than assets).... which although came with a profit guarantee but started off the company in a bad footing... if this quarter Cape can issue a reasonable profit + profit from iConn.... perhaps all in totaling RM20m, then I say its GAME ON otherwise its bleak...

swinvshark .... u cannot possibly be putting 100% of the blame on CEO? Yes.... she maybe at fault for pledging so much of her shares but the drop in price is not her doing. There are syndicates behind this ..... I mean for goodness sake, on wedns there was 700m+ shares traded while CEO sold portion was only like 10% or less !!! There is more at play here..... while CEO is not perfect, faulting her alone is not fair.....

you may have lost thousands, or hundred thousand..... she has lost hundred million $$$ at least from my calculations..... did you think of this? And you think she orchestrated this?

Your wish will come true, I believe Tee shareholding shd be down to 10% or if there was sales today as well, will be below that, and anyone who has bought 10% and above can call for EGM to remove CEO of even Board....

haish.... CaoCao I give up lah ..... u win, hope this makes u happy?

This forum is for exchange of information and opinions..... you u seem to have some bad blood with some others here..... maybe u got burnt or something and u are seeking vengeance..... sorry for you buddy..... hope you find peace at some point.... cheers

Again i tell u one more secret...... Sea with the shopee e-commerce largest in south east asia soon to hit china etc ALONE as single client will suffice to meet the capacity for now, that explains why they not scouting for any others..... comprende? Soon with the digital license.... the DC will be up to capacity my friend..... your so called tech giants will be competing as peers....

YES telco is a growing business, its in incubation period, none of the 5G license holder making any money anyway..... it needs time

No one is forcing you to invest in yeoh family my friend, you are free to go invest with goh tongs (gent), quek leng chans (hongleong), kay peng (mui), or anyone else.... i for one, an heavily invested with the yeohs.... recently francis yeoh personally met my close friend and asked her to open a food franchise at starhill and she accepted the offer.... FY is such a gentleman, true christian and a strategist..... just my opinion, im not excited but im just here to make money with strategists

Dear CaoCao .... "BTW any announcement on tenant signed the AI data center? So far only one right? That one also a YTL related company."

Francis Yeoh and geng, are strategists, if you believe or not. You say DC tenant is related company. Do you know who is Sea Ltd? Sea Ltd owns Shopee.... and its the largest e-commerce platform in south east asia. Its a growing business (go google up) and they need huge MW capacity, they signed initial min capacity but more to come. Also they now plan to connect the largest e-commerce platform with a digital payment system and here is where the tie-up for the digital banking license comes in. Also why do you think they acquired ranhill? For fun? ..... this is called strategy.... and yeoh family dont like to splurge their strategy in the news for everyone to know.... but since your name CaoCao.... i let u into this secret lah :-) cause u seem lost a little .....

is Johnchew5 = Mikecyc...... and also = CaoCao :-) multiple id same person? from haha...... to hoho ......funny lah

From the original shareholding of 377.5m shares of CEO representing 38% ownership, only 34.65m (9%) was directly in her name.... rest were pledged (i suppose used to finance the purchase on the shares itself)

The direct shareholdings of 377,500,000 ordinary shares are held as follows:-
(a) 34,650,000 shares are registered in the name of Tee Kim Chin
(b) 46,150,000 shares are registered in the name of CIMSEC Nominees (Tempatan) Sdn. Bhd. CIMB for Tee Kim Chin (PB)
(c) 65,000,000 shares are registered in the name of AMSEC Nominees (Tempatan) Sdn Bhd Pledged Securities Account – Ambank Islamic Berhad for Tee Kim Chin
(d) 60,000,000 shares are registered in the name of Affin Hwang Nominees (Tempatan) Sdn. Bhd. Pledged Securities Account for Tee Kim Chin
(e) 46,000,000 shares are registered in the name of Maybank Nominees (Tempatan) Sdn Bhd Pledged Securities Account for Tee Kim Chin
(f) 45,500,000 shares are registered in the name of RHB Capital Nominees (Tempatan) Sdn Bhd Pledged Securities Account for Tee Kim Chin
(g) 39,200,000 shares are registered in the name of Alliancegroup Nominees (Tempatan) Sdn Bhd Pledged Securities Account for Tee Kim Chin (7007085)
(h) 36,000,000 shares are registered in the name of CGS International Nominees Malaysia (Tempatan) Sdn. Bhd. Pledged Securities Account for Tee Kim Chin (MY4671)
(i) 5,000,000 shares are registered in the name of Cartaban Nominees (Tempatan) Sdn Bhd Exempt An for Standard Chartered Bank Malaysia Berhad (Wealth Management) (Tempatan)

i believe tax on dividend are all deducted at source..... meaning tax already paid, but if you are in a position where you dont need to pay tax, then you can use the confirmation slip to seek tax refund

thx Goldberg and...

swimvshark ..... im not sure you understand what is happening
Firstly when the fiasco happned - price dropped, it happened way before the forced selling of her shares
Secondly, she did speak up - she said company operations and finances are all intact there is no issue and she have no knowledge why price drop
Thirdly, if this was a lousy company why you think EPF bought in and became substantial shareholder at over 5% shareholding (purchased at 60c+)
Lastly, the forced selling of her shareholding is not from her but from the brokers and institutions (where she pledged her shares) who were selling on her behalf - mostly i guess from margin call (do you know what margin call means?)

If you decide to be a punter and get burnt pls dont put the blame on others ....not fair

CEO Tee, seems to be a humble person from even more humble beginnings.....
1) Christina Tee started her career as a management trainee at A&W (M) in 1988 and worked her way up to various roles till her position as Ipoh Outlet Assistant Manager
2) Later joining Jangta Electronics (M) Sdn Bhd in 1992 as a storekeeper. She rose in ranks and eventually became the General Manager in 1999
3) In 2002, she became the General Manager at Crestar Printer (M) Sdn Bhd, responsible for operations and reporting to the board of directors.
4) She later held positions at P.T Ultrakindo Crestec Indonesia and Toyoplas Holdings Pte Ltd, where she oversaw factory management and operations.
5) In 2013, Ms. Christina Tee acquired equity interest in Toyoplas EMS Manufacturing (M) Sdn Bhd, which was later renamed Cape EMS Berhad and assumed the role of Chief Executive Officer.

She is not raised with a silver spoon ..... so pls be gentle in your comments in these difficult times for her. At the rate of her shareholding sale, she will soon lose the company and the legacy that she had built..... for whatever reason ...someone who was a storekeeper at once..... peace

@prudentinvestor ...... calvin has been doing this for years and years, i dont know whats his day job, tsh has been in the doldrums between 0.90 to 1.15 for years as well... he only speaks of long term returns which i dont know maybe 5 year from now maybe 10 years from now :-) he also does not do financial analysis to forecast qtr profits etc..... focuses on land sale and potential of being taken private..... but he is consistent that i can confirm

where is berjaya :-) time to buy more into salcon.... prety pls

wedns 07Aug trade volume was 736m shares !!! bulk of these from contra players will be offloaded t+3 days... on that day went up to 48c but settled at 43.5c .... be cautious unless you want to hold longer as it historically it will pay a decent 5% div yield at current price.... happy hunting

wowzie also found out sultan pahang owns 10% of company shares.... hmmm (norza - exec chairman - involved in bringing family to olympics under OCM accreditation) owns 32% as largest shareholder)

saw this BOD reply in the last AGM which sounded interesting "Wessex Water continues to be EBITDA-positive. The loss before tax was primarily attributable to interest accruals on index-linked bonds, which had a non-cash impact of RM272.1 million (GBP51.4 million)."

2 beautiful sounds to the ears..... EBITDA positve and Non-cash impact :-) like beethovan and mozart both playing symphonies in my ear :-) LOL .... CaoCao .... yess correction upwards coming LOL...... peace

what delist!! just want to cause panic ah? Company has RM400m plus under capital work in progress on its power projects.... most more than 50% completion stage, what company lacks for now is revenue as last qtr only issued RM5m in revenue, its a company in incubation, patience is the key..... so until the projects materialise, share price will goyang2 a bit lah here and there :-)

CaoCao sounds like Mikecyc :-) ... waaaah so many fake and duplicate IDs.... and these are pessimists.... dont no why but just unhappy ppl

calvin, how can you compare prime area johor (hot for DC activities) with TSH land deep in kalimantan forest where headhunters (literally) roam the forest :-) LOL.....

Pls read todays news coverage.... aborted land sale, not all but most sadly.... unfulfilled of terms
https://theedgemalaysia.com/node/722185

greetings calvintaneng :-) im glad that you liked my review of you and your recommendations..... shall change ur name to mr. consistent :-) your 3 consistent priorities
1) palm oil, palm oil, palm oil
2) DC play...... JCY, Dufu, Hexcap
3) land sale..... TSH
did i miss anything?
happy hunting... buddy

ur most welcome @cwc1981 .... and on the following subjects
1) if ytl actually issues RM1b in dividend..... this works out to be 9.1sen with yield of 2.85% based on current price of RM3.20
2) as for KL northbound, we already have the ETS service which is from Padang Besar to KL.... actually to Gemas (NS) in the south.... speed up to 160km/hour .... pretty impressive oledi
3) Gemas to JB extension is expected to start in 2025

only impetus that is missing for YTL portfolio is the HSR project ..... other than that, assuming YTLP delivers a fair result higher than Q3, then YTL results will also be higher than Q3. One thing we can confirm for now is that the property arm - YTL Reit has delivered a better result in the last gtr announcement. Moving forward, Q1 (july-Sept24) will eb a little fo a worry due to the strethening of MYR against SGD.... currently by about 5%, which will erode YTLP earnings by about 5%

as usual calvin if you are good at one thing its consistency, your love for TSH is overwhelming, for what reason... only god will know :-) if you ask me if TSH is stable company? I say fairly yes..... and does it pay dividend? Yes, fairly well and at reasonable returns..... but does it have any upside? Well.... none at all, as far as news on company developments are concerned. After hitting RM1,60 in april 2022..... its been hovering between RM1.00-1.20 over the past 2 years !!! When I ask for profit forecast next 3 mths or 6 months calvin you said cannot provide bekos you are long time investor..... well how long is long time? If the price is going to increase only after 10 years then i will wait and buy in the 9th year loh? But I agree palm oil stocks are generally stable and its good for retired people to invest in.... no heart attacks when market goes up or down sharply.... so thats my review..... lastly calvin how mush TSH shares do you hold? I guess not as high as 5% as otherwise you would be substantial shareholder....

waaaah salute u mr foxy .... maybe the sell button on your PC rosak oledi LOL..... good for u buddy, keep the faith:-)

haish...... ytlp is currently on steriod LOL..... would have been happy up 5% but now up 10% heeee :-) but still early days, sold some for coffee at starbucks instead of mamak ... happy hunting boys

mikecyc has 45,554 posts !!! he is surely a veteran.... but in need of help, anyone here is his friend of follower? From his posts he seems to be a big fan of Jaks, cant see any other counter .... and all his statements start with "haha" if you realise.... peace be with mikecyc :-)

at this price and high trading volume, company is ripe for hostile takeover, especially that major shareholder is now down at 38% shareholding... assuming company affairs are all intact as seen by the health balance sheet that the company has, perhaps even EPF shd go for a take over :-) its been long time since witnessed a so called hostile takeover of listed company..... will be a good change, besides major shareholder.... ceo christina tee seem to ne stuck in some margin call position, where she he forced selling to cover margin

duly noted calvin, but why do you focus on past companies that are taken private? does it mean they only make money when taken private? how about the big companies..... KLK, united plantations, sime plantations, genting plantations, IOI, .... these companies have even bigger land holdings? Also why no financial analysis..... PE ratio, TA analysis, profit forecast etc?

greetings calcin, one way traffic here at tsh..... 90% comments just from one person :-) ok so whats the latest news on tsh calvin? land sale again? how about next quarter proft forecast? u shd know mah, since u following tsh so closely.....at least give jus a hint lah, share lah.... :-) peace

from the comments of some, i can see that they have burnt money due to some other people recommendation, so they are sore...... which i can understand, but life is like that lah gotta move on, no need to repeat old stories, also no one put gun to your head to buy and you buy yourself based on advice...... some bad some good, but u shd have evaluated t first mah..... let bygone be bygone, and find new ways to recoup....you have to find peace with yourself first only then you will have calm in ur life...... LOL sound like some psychologist..... happy hunting y'all

@Mikecyc .... just an actor ah :-) holywood or bollywood? LOL ..... i think thats fine, but be a godo actor lah..... dont copy paste and dont spam..... once people read your analysis no need repeat.... and spamming makes it very difficult to scrow up to read others (more relevant) messages.... just simple rules lah, everyone will like you like that :-) happy hunting.... note : dont always talk bad lah once a while talk good oso lah.....

@Mikecyc .... you pls stop spamming and repeating old comments over and over..... also pls promote your Jaks at the jaks off forum and not here ... also stop abusing others with names please.... lastly just to understand who you are and your nature, do you mind informing the counters you are invested in and if you are an accountant or with finance background? I hope im not offending you yah..... then i know you will report abuse LOL..... but im just trying to understand you as a person :-)

SCB vital statistics from last qtr financial result :- May 2024 (May 2023)
Cash Balance : 1.3m (37.4m)
Equity : -373m (-64m)
Net Liabilities per share : 94c (16c)
White Knight needed urgently......

https://saudiburger.com.my/index.php/who-we-are/

50% JV with NETX (loss making company oso...haish) hope will make money :-) cheers (dont no why never use a hippie cool name.... instead saudi burger, its not from saudi but sg. petani mah)

@Mikecyc .... i seriously think you need help my friend. 1) Your analysis on the numbers are incorrect, 2) you keep repeating your posts, and worse..... 3) I have read your reviews on Jaks and its shocking. You claim to buy at 15c and then at 22c, you claim that you are correct and have made 50% gain..... while its true but its sad. Jaks has been in the 14c to 25c over the past 3 years !!! Do you even have any followers here in i3? Wishing u all the best my friend..... :-) peace

greetings calvin..... whast the stody with hexcap? in the last 33 trading days, there are 7 ups and 26 days of downs..... do you have any news on hexcap to share? also last 3 qtrs the results are loss 10m, profit 1.0m and loss 0.1m.... lastly hexcap only has about RM21m in cash balance last qtr..... will need to take more loans.... investors looking forward to your guidance buddy..... peace ps: ignore the mr jaks..... jaks off :-)

gem of a counter, sad that it operates in a high risk sector of the oil and gas .....FPSO business, where vendors fork out bulk of financing with hope of recouping the investment + returns over time, and as more contracts are added on, more debts are unfortunately added as well.... company with the largest book order in the whole of bursa..... who can match that :-) not for the faint hearted,, all the best yinson....... cheers

hey calvin greetings..... ur promoting rsawait in kmloong forum ah? rsawit last qyr made a loss of RM10m woooo how? got hope or not? also last 3 yrs price high only 29c with low of 14c....... hmmm amacam? do they have land holdings :-) cheers

ytl reit just announced a RM76m net profit, which is 125% increase QoQ and 11% increase YoY, as ytl has a 58.63% shareholding in ytl reit, this translates to RM45m inclusion in next qtr ytl performance, which is an increase of RM25m compared to the previous qtr share of RM20m roughly.... 125% increase..... happy hunting :-)