remus

remus | Joined since 2013-09-30

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Stock

1 month ago | Report Abuse

https://www.nst.com.my/news/nation/2024/02/1014941/govt-studying-extending-validity-passports-10-years-updated
if Malaysia passport extend to 10 years, in future DSonic will get less biz for replenishment order for passport ? bad news?

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1 month ago | Report Abuse

Tan family non-stop buying, going to privatise the company?

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2023-10-09 15:54 | Report Abuse

refer to iCAP latest div policy, if price & NAV stay at current level 2.54 & 3.40
means div = 1% of 2.54 + 8% of 0.86 (3.40 - 2.54) = 0.1028 or DY 4.05%, correct ?
means if buy now at 2.54 (with NAV maintain), investor can keep getting 10.28sens div while waiting for potential capital gain when the price catch up the NAV?
what's the catch?

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2023-08-24 12:47 | Report Abuse

Useful insight & sharing from Observatory DividendGuy67.
despite the growing huge cash pile, > 60% div payout from earnings is quite reasonable, can't really accuse the company for not sharing the profit.
my gut feeling is, nothing going to change (on cash pile) as long Quek is around. anyway the old man is 82, if we can hold the stock long enough; the hope is eventually someone with different mind will emerge to do something that could uplift the stock valuation & price.

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2022-07-06 09:16 | Report Abuse

interest rate hike, property sales under more pressure. DRP price no discount to current price at 1.63.
might as well take the cash and look for better bargain. e.g. Maybank, also high div & will benefit from interest rate hike.

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2022-07-05 15:50 | Report Abuse

how much is Busa cash level ? if can sustain the 41c dividend payment for 1~2 years, then can collect div while wait for market recovery market

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2022-06-22 10:59 | Report Abuse

21-Jun-2022 DATO' SRI CHEONG KONG FITT Direct 16.04%, Total 29.66% 207,094,599 shares
27-Apr-2022 DATO' SRI CHEONG KONG FITT Direct 16.18%, Total 31.05% 197,026,299 shares
Dato Sri acquired 10m shares since end April, but total shareholdings % actually reduced, why like that ah?

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2022-06-02 08:53 | Report Abuse

- Ptran entered strategic alliance agreement with edotco Malaysia to appoint the latter to provide the services to build, erect, install, construct, maintain and operate the relevant in-building solutions.
- edotco Malaysia shall pay rental for the usage of the relevant locations required or requested by edotco Malaysia for the installation and erection of the relevant assets and to enter into a tenancy agreement for each of the relevant locations.
Questions:
Who will pay for the installation of services/in-building solutions? any Capex requirement from PTRANS? estimate how many locations & what rental income?

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2022-04-29 09:44 | Report Abuse

Hi all, increase of RM300 of minimum wages from 1.2K to 1.5K next month1-May.
Since FPI has large number of workers (~3,300), what is the impact on bottom line ?
assume 70% workers = 2,310 affected by min wages, the monthly cost will increase by 2,310 x RM300 = RM693,000 ?

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2022-04-12 12:44 | Report Abuse

11-Apr-2022 AXIS REIT to acquire a logistics warehouse facility in Pelabuhan Tanjung Pelepas (PTP) Johor from Equalbase PTP Sdn Bhd (EPSB), formerly known as PALI PTP Sdn Bhd, for RM390 million.
https://www.thestar.com.my/business/business-news/2022/04/12/axis-reit039s-portfolio-to-gain-from-industrial-warehouse-acquisition
The property, which was only built approximately three years ago, is situated on a 7.45ha subleased land.

How long is the leased land tenure? 30, 50, 70 ... 99 years?

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2022-03-07 11:03 | Report Abuse

EUR to MYR down 10% (since mid 2021), export companies to EU will suffer forex currency losses.
is Uchi affected, sales is in EUR or USD ....?

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2022-03-07 11:01 | Report Abuse

EUR to MYR down 10% (since mid 2021), export companies to EU will suffer forex currency losses.
is HPMT affected, sales is in EUR or USD ....?

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2022-03-07 09:37 | Report Abuse

why the stock plunge? bcoz oil price skyrocket, resin cost also surge? cannot pass the cost to client?

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2022-01-21 12:14 | Report Abuse

does UOA Dev has shareholding in UOA REIT? what % ? thanks

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2022-01-21 12:13 | Report Abuse

does UOA Dev got shareholding in UOA REIT? what % ? thanks

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2021-12-27 19:39 | Report Abuse

PBT 20.2m included one off gain of 17m from disposal of property.
this QR only 1 month operation, didn't incur losses considered good d.

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2021-09-30 10:32 | Report Abuse

Hi i noticed the major shareholder, Tan Sri Azman been buying since pandemic last year
i.e. refer https://klse.i3investor.com/servlets/stk/annchsh/9296.jsp
However his shareholding been reduced to 53.59% vs ~60% last year.
How is this possible? Can help shed some lights? thanks

20-Sep-2021 195,359,784 (53.59%) TAN SRI AZMAN HASHIM / Cempaka Empayar S/B
20-Mar-2020 209,581,584 (59.45%) TAN SRI AZMAN HASHIM / Cempaka Empayar S/B

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2021-08-16 12:37 | Report Abuse

the CFO only joined in Jan this year, why suddenly resign?

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2021-06-28 15:30 | Report Abuse

Hi, is HPMT allowed to operate with 60% workforce since FMCO started on 1-Jun-2021 ? thanks

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2021-03-18 10:25 | Report Abuse

Pemerkasa announcement 17-Mar-2021:
TEKUN MobilePreneur initiative expanded to include purchase or repairs of motorcycles up until RM10,000. Purchase of CKD motorcycles of 150cc and below are given excise duty exemption from April 1 to Dec 31, 2021.

above should give a big boost to motor sales ?

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2020-12-24 14:08 | Report Abuse

why WC shot up so much at 20% premium,
isn't it much cheaper to buy mother or WB?

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2020-12-24 14:02 | Report Abuse

why WC price up so much at 20% premium, the mother share or WB is much cheaper ?

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2020-12-23 09:11 | Report Abuse

https://www.theedgemarkets.com/article/uoa-development-subsidiary-subscribes-new-uoa-reit-units-worth-rm53m
Spent RM52.65 million to buy UOA REIT at M1.10, a discount of 12%.
Is this a good deal for UOA Dev shareholders ?

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2020-08-18 10:20 | Report Abuse

price push down b4 DRP, after that go up. what kind of tactic is this? to deter retail investor from subscribe to DRP?

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2020-08-12 14:01 | Report Abuse

@Okang thanks for sharing the info. thumbs up :)

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2020-07-22 12:43 | Report Abuse

who is dumping ? EPF keep collecting ....

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2020-07-14 22:50 | Report Abuse

https://www.theedgemarkets.com/article/aeon-big-subang-hq-sealed-after-failing-pay-rm140m-judgment-sum

Hypermarket is not doing so well nowadays, if AEON close one by one, there will be less customers, and less channel to cross sell AEONCR credit card, loan services ... ? the long term growth prospect will be limited ?

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2020-04-09 23:38 | Report Abuse

dividend drop 40% from 22.35c to 14c ..... :(

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2020-02-21 12:31 | Report Abuse

EPF keep accumulating ....

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2020-02-20 13:19 | Report Abuse

Oh ya, thanks reminder. Dlady is a good case study. Once cash depleted & can't see the growth prospect .... ppl dump the stock like no tmrw

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2020-02-20 09:00 | Report Abuse

@PuppyKitten thanks sharing. Chairman got character ya Hhh. But they did increase the payout to 115%~130% next 3 years! I think you are right, likely declare dividend to channel cash back to parent company. Many Japanese & Taiwanese companies seems doing so also.
Another factor is EPF a major shareholder, will want them to declare high dividend to pay us interest also : )

Historically, seems everytime when they declare special dividend then the stock price will rise back.

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2020-02-19 13:41 | Report Abuse

@PuppyKitten thanks sharing. Can you please comment on below,
as per Sep'19 QR, the company has net cash of 549mil or RM9 per share!
hence the dividend payout > EPS, maybe simply bcoz the company got too much cash?
also, if take RM31 - RM9 = RM22, then the PE is only 13x ?

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2020-02-14 12:11 | Report Abuse

order shift to Magni, or Nike will cut orders since half the outlets in China is closed now?!

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2020-02-14 12:07 | Report Abuse

PublicInvest Research:
Johore Tin (Outperform, TP: RM1.84): To buy 29 acre land in Kapar for RM44m. Johore Tin said its wholly-owned unit Able Dairies SB has proposed to acquire a piece of land measuring 29.03 acres in Kapar, Perak for RM44.26m from Golden Valley Industries SB. (The Edge). Comments: We believe the purchase price for the proposed freehold land is fair at RM35 psf. While the intention of the deal is yet to be known, we do not think it will be used for capacity expansion in the near term, given the recent expansion at its current facility in Telok Panglima Garang. Johore Tin was in a net cash position of RM37.7m as at 31 Dec 2018. Hence, we believe the acquisition will be funded via a mix of internally generated fund and bank borrowing.

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2020-01-22 15:49 | Report Abuse

7100 (UCHITEC ° ^)
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
20-01-2020 07:00:29

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
Uchi Technologies Berhad ("UTB") wishes to inform that the Principal Officer
has given notice of his dealing in the ordinary shares of UTB pursuant to
Paragraph 14.09 (a) of the MMLR of Bursa Malaysia Securities Berhad.

Uchi down to 2.62. May I know what above notice means ? thanks

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2020-01-22 15:37 | Report Abuse

OPR reduced to 2.75%. Good or bad to AEON CR? can reduce their borrowing cost?

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2020-01-17 13:22 | Report Abuse

@Titan hi did you compare the premium of Takaful vs Conventional insurance? Takaful charge more premium/fee? how much % more?

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2020-01-08 11:51 | Report Abuse

Milk powder price stay at 5yrs high since Oct'19.
Can Johotin transfer the cost to consumer? How fast it can adjust it's selling price ..... ?

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2020-01-05 08:00 | Report Abuse

Good QR, why lower div ... ?

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2019-12-20 14:15 | Report Abuse

@Kywoo, thanks sharing. Wow, on holiday & also survey the market at the same time.
Did u speak to the motor shop directly ?

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2019-12-19 10:06 | Report Abuse

New RM1,200 minimum wage to take effect on Jan 1 in 57 towns, cities
https://www.theedgemarkets.com/article/new-rm1200-minimum-wage-take-effect-jan-1-towns-under-57-city-councils
- what is the expected % margin erosion on the net profit .... ?

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2019-12-10 14:58 | Report Abuse

big drop today, volume not big but price gap up down so dramatic, what kind of show is this? who is the director and the intention is?

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2019-12-10 09:20 | Report Abuse

EPF selling in Nov is not as agressive as selling in Sep. EPF holding of 45m shares will drop below 5% soon.
What is EPF intention? just keep it below 5% or sell all the shares ?

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2019-11-23 11:41 | Report Abuse

@kywoo TQ for sharing. thumbs up.

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2019-11-18 09:19 | Report Abuse

@x3mg33, thanks reply. agreed with your views. HLI is largely hold by QLC & institution investors ( >80%). don't think got people want, or capable of manipulate this stock except QLC himself.