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1 month ago | Report Abuse
mbsb profit high due to one off gain of 350M from acquisition of MIDF or else it would have lost money.
1 month ago | Report Abuse
will affin declare a special Dividen before the takeover from Swak?
1 month ago | Report Abuse
hope THPlant can match UPlant or KMLong or Far East, or worst case Sime Plant's Yield..
1 month ago | Report Abuse
UP doesn't publish Q4 results. It will b in their annual report which will b out by end of the month.
1 month ago | Report Abuse
Good luck #Calvin... hence the yield of THPlant is great. enjoy ur ride.
1 month ago | Report Abuse
TH Plant has UGLY estates on Swamp Land in Sarawak, need to take sampan to collect FFB. Don't know how you can say its same.
BPlant most estates in Semenanjung. All old estates near development.
1 month ago | Report Abuse
#beluga, thank you for your explanation and clarification. let's all hope for the highest price possible for Affin, which may force Swak to work hard on their huge investment.
1 month ago | Report Abuse
#GSK, today banks don't trade at premium to book coz of lots of Toxic assets/book. even US banks trade at discount to book. Affin is know to have toxic assets which doesn't provide any returns, hence it has been trading a huge discount. one way is to write down the toxic asset and do a deal. which will mean the book value will drop...
I have been hoping for 0.65 to 0.75 times book. or abt 3.20 per share.
LTAT also knows that Affins book is toxic.
1 month ago | Report Abuse
breaking past high of 58.5 is already a good sign. keep fingers crossed for an uptrend chart.
2 months ago | Report Abuse
not reinsurance but takaful bz. MNRB name only reinsurance but their takaful bz is what is growing leaps and bounds
2 months ago | Report Abuse
Etika to be injected into MNRB?
MNRB to be insurance subsidiary of Maybank?
2 months ago | Report Abuse
extension period is free money for BA. no loan and no depreciation charges... almost as good as profit less OPEX
2 months ago | Report Abuse
long term holders, pls buy BIMB but not for short term play as we don't know the Rights Issue impact. BIMB is strong hold for long term.
2 months ago | Report Abuse
BIMB is most under rated. they grew too fast but may have capital adequacy issue soon if they keep growing at 15%. Good problem but may require a rights issue, hence the weight on the stock.
2 months ago | Report Abuse
Gong Xi Faa Cai... bet big on Genting and you will make a fortune.
2 months ago | Report Abuse
Brent, once above 80, will be on uptrend again.
2 months ago | Report Abuse
the last time #Contrarian said "quickly buy" sarcastically, price moved up to 2.60 levels... Will it happen again?
2 months ago | Report Abuse
After delist all the project go to major shareholder. don't need anyone to report to. now company already too messy. might as well delist like Serba Dinamik.
2 months ago | Report Abuse
go see Rapid list of properties... even food court stalls are part of their asset.
2 months ago | Report Abuse
woi #titan buta ka... U compare one of world largest Glove player vs Rapid. go dig hole and Bury ur head la..
2 months ago | Report Abuse
BAs contract DCR is not based on oil price.
2 months ago | Report Abuse
relax la. price should be btwn 0.65 to 0.75 times book. Still got money to make. enjoy.
2 months ago | Report Abuse
sorry, guys. let's hope for a better week next week. anyway, it's still on uptrend technically. so let's hold on tight. The ship will sail again. Better I stay quiet. have a good weekend.
2 months ago | Report Abuse
finally it's not tracking Brent or Crude price based on today's market action.
2 months ago | Report Abuse
for giving up control of a Bank, LTAT can't sell cheaply , and they will end up like BPlant... makan the shares back.
2 months ago | Report Abuse
#aklobi... enjoy ur profits ya. I will hold on for the GO, hopefully.
2 months ago | Report Abuse
if Swak wants to do anything or ask anything, it must be this time. better ask for 51% vs just 20%
2 months ago | Report Abuse
consolidating at this level... once pick up steam will run.
2 months ago | Report Abuse
#aklobi.... he was just being sarcastic to my post... he didn't mean it. anyway, we all respect TheContrarians view as his points are valid, too based on public info.
2 months ago | Report Abuse
https://theedgemalaysia.com/node/698883
mtg to brief Swak tomorrow?
2 months ago | Report Abuse
Few things for BNM to consider in allowing Swak to take above 50% in Affin are
1) is it better keeping Affin in LTAT or Swak
2) is it worth keeping BEA in Affin as major shareholder above 20% or allowing Swak to buy them out.
3) is it better to allow a large shareholder to restructure Affin or many shareholders and go nowhere.
2 months ago | Report Abuse
with LTATs 29% and BEAs 23%, Swak will get more than 50%. the price must be attractive for BEA and LTAT to sell. or else they will be stuck for longer term. Swak will undertake to pare down to lower stake at later date once Affin is restructured and ROI improves.
2 months ago | Report Abuse
MBSB and MIDF done at Price to Book of 0.8 times
2 months ago | Report Abuse
BPlant & Bstd GO cost abt 1.9B to LTAT.
LTAT has abt 690M Affin. at 2.80 to 3.00 can pay off the GO Loan. Not sure if LTAT need more money to pay DV to their contributors/army.
anything below 3.00 doesn't achieve LTATs objective.
2 months ago | Report Abuse
any deal has a chance to be terminated so if U a long term investor, it is best to trim as the price goes up and the balance for the KILL.. if the deal gets terminated, u still have the position to buy when it drops. this is simple risk management.
2 months ago | Report Abuse
so harm trimming ur position a little if U had bought cheap. EPF also sold UMW before the GO was announced..
2 months ago | Report Abuse
to answer why EPF selling.
If U had 1M shares bought at avg of below 2.00 wouldnt U sell at least 5% or 50K shares at 2.40 and reduce position. sell another 5% at 2.60 and so on. this is called trimming position.
2 months ago | Report Abuse
Brent Oil closed very strongly. May see a good run in ALL O&G stocks.
2 months ago | Report Abuse
#kmchua, don't U think SP Energy may just acquire BA at some point. they have the means and plan to go big in FPSO.
2 months ago | Report Abuse
I agree with U Niki...but I think some say when Brent is high the chances of extension will be great and no issue of default by their clients.
also with new Akai can be a sweetener.
Stock: [MBSB]: MALAYSIA BUILDING SOCIETY BHD
1 month ago | Report Abuse
https://theedgemalaysia.com/node/702582