Kaya Toast

siewclee | Joined since 2013-08-22

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1 month ago | Report Abuse

Not putting any hope this round. Possible another pump n dump.

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1 month ago | Report Abuse

Entry of Norway pension fund in SNS since Q4FY23, accumulated 1.2% shares. This a positive sign. Will ride this share till year end.

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2 months ago | Report Abuse

HLIB buy call, TP 0.60

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2023-09-22 23:02 | Report Abuse

https://www.klsescreener.com/v2/news/view/1206495

Special economic zone / Pengerang land for solar production. Hope MPHB has a capable team to ride on this opportunities and make all of minority here a millionaire..

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2022-12-02 19:09 | Report Abuse

Today number of share buy back (volume), did the management tried to hint on something.. haha..

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2022-11-24 19:30 | Report Abuse

If new PM10 using pre-budget 2023 as base case, Pengerang will be given special status, shareholder should be excited, it open up a chance to unlock value of Pengerang lands.

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2022-11-23 19:20 | Report Abuse

In a decade, first time the Co exercised its share buy back, hopefully share price to pivot from now.

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2022-11-23 17:52 | Report Abuse

Q3 finally out. After stripped insurance, billion in assets from investment properties, securities, receivables and cash, and nil liabilities. Current price to book value is very attractive. Bought some today to keep.

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2022-10-27 20:44 | Report Abuse

Recently I passed by Hotel Flamingo at Jalan Ampang, the exterior paints was refurbished. Seems they very proactive spending the proceeds =) don't think there will be another special dividend till next big disposal .

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2022-10-20 08:40 | Report Abuse

Sorry typo (unlock not unlucky)

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2022-10-20 08:38 | Report Abuse

If investing are formula driven, everyone will be average. MPHB successfully unlucky RM1 per ordinary share from insurance disposal, hypothetically recovered most of price we paid for the shares.
Next catalyst are the plans to monetize land banks, Pengerang proposed in budget fy23 to be given special status and incentives for chemical & petrochemical is a great booster, who owned the largest land bank there?

Why exit when no debt, future is only left with upsides.

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2022-10-05 18:46 | Report Abuse

Why property sector will downgrade d value?

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2022-09-27 15:00 | Report Abuse

Haha..end game.. all I wish is to up 5 % daily till target price RM5

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2022-09-22 11:08 | Report Abuse

300k q at 1.40, first time I saw..

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2022-09-19 18:30 | Report Abuse

Theong, what is your holding period?

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2022-09-13 18:06 | Report Abuse

The land to build their plants?

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2022-09-12 20:25 | Report Abuse

If FDI from South Korea and Japan for the chemical and petrochemical l, the ideal industry zone located at Pengerang..

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2022-09-03 15:40 | Report Abuse

Landbanks @ Gombak, Penang, Pengerang, and flamingo hotels/plaza at KL/Penang..valuations easily surpass >RM3-4bil combine with current cash & receivables, hostile takeover make alot sense..

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2022-09-02 13:13 | Report Abuse

Ignore, is a spam.

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2022-08-30 13:38 | Report Abuse

Confirmed, 5 cen, ex date mid sept..

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2022-08-30 13:24 | Report Abuse

Let's cheers for our first dividend from MPHB !

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2022-08-26 11:04 | Report Abuse

As of now, buyer bidding 1.49 but no one wanted to sell... Ini kalilah MPHB! Hope you roar like a dragon soon~~~

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2022-08-20 15:11 | Report Abuse

Like John Zhang said, SA will be uncomfortable if there are take over attempt with glaring undervalued properties and cash.

Right now MPHB is protected by central bank, any attempt to hold aggregate 5% / 10% need MOF approval. After SPA completion, they no longer a financial holding company, technically AFTER spa, Generali holding co can buy 66% mphb shares not own by SA, the cash and undervalued assets will allow them to recoup entire purchase consideration paid for insurance.

Alternative scenario, is Johor powerful figure wanted Pengerang land, buy up 66% of share..take over control, approve selling of Pengerang land.. merely paying RM1.5 per share now can share 66% of total Pengerang land that worth few billions

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2022-08-19 19:09 | Report Abuse

Yay!! SPA conditions all MET!!!

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2022-08-19 15:36 | Report Abuse

Among the major Thai's national shareholder accumulated since 2013-2021, I remember I saw one is a old man in fancy big car,
also some was on boat fishing with SA, those days Facebook privacy not stringent..

Close network with privilege info hold the share so long for only rm2 - rm2.4 exit feels like "SA, I believe in you for 10 yes only for 100% gain?"

I only wish SA feel the pressure to answer to his old friends ...

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2022-08-19 12:51 | Report Abuse

Wow, youwin, the moment you said it, immediately MPHB made an announcement Bursa rejected the waiver.

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2022-08-19 11:38 | Report Abuse

Things will get more exciting once condition to SPA fulfilled and completed. Bank Negara disallow an individual holding more than 5% of aggregate shares of a license insurance. I guess this could be the reason 2020 SA unable to buy the dip if he has intention to privatise.

In order for him to make any move, the sales has to be completed asap.

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2022-07-28 19:46 | Report Abuse

If they convert those idle to productive assets, price at 1.47 is a huge bargain

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2022-07-28 19:45 | Report Abuse

New director appointment, Ms Ng, law expert in property space is promising. Hope mandate for her is to develop/unlock land and commercial properties value..

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2022-07-28 16:11 | Report Abuse

35 minutes more IDSS seller to buyback .. at current price they are losing.

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2022-07-27 11:32 | Report Abuse

Dompeilee, happy you adopted a right profit strategy. This is my costly value trap lesson, I really didn't expect a share can stay at IPO price for decade despite multi assets disposals. =) Anything possible in stock trading.

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2022-07-25 09:59 | Report Abuse

Aiksss, I too excited thought today 27 July dy.. thanks Goh...

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2022-07-25 09:13 | Report Abuse

Good Morning friends, anyone attending today EGM? Mind to share the update later here. Thanks.

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2022-07-20 18:22 | Report Abuse

IPO anniversaries on May 2023.. I will hold till then, hope can proudly show my 10 year achievement in MPHB cap. In time of inflations and devaluations in ringgits, there could be buyer for these large lands owned by mphb..

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2022-07-01 17:31 | Report Abuse

At age 73, i hope he doing the right thing to leave himself a good reputation.. if he is formulating a strategy to screw us the long term shareholder, indirectly he is screwing the Thai's relatives and friends that invested for so many years..

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2022-05-31 21:41 | Report Abuse

Even better if drop to 0.45... sell underwear buy buy buy..

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2022-05-27 00:27 | Report Abuse

Disposal of insurance business is a capital gain, not subject to tax.

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2022-05-20 20:06 | Report Abuse

From AM investment announcements, do the rm982.44mil proforma cash and securities inclusive of liquidations of Nomura-I fund?

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2022-05-20 20:03 | Report Abuse

EGM will need to grill them properly what do they meant by earmark rm46.50mil to prepare the lands.. if it is fees to convert pengerang land from agriculture to industrial, its definitely a plus points.

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2022-05-20 09:02 | Report Abuse

Thanks John and Contrarion, yes top 30 shareholder holding 75%, these are institutional investor, connected parties, corporate that not going to trade the shares daily, only 25% left arent much floating shares available, fund managers not allowed
to buy in if shares are illiquid, daily price easy to manipulate assuming 75% are not going to do anything, and long term investor like us also will not release the share..

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2022-05-20 00:03 | Report Abuse

I do not believe any Boards in this world have no plans and simply sell core business first, decide what to do with the proceeds later. Floating shares are small as major shareholder controled 75% of shares, it is very easy for some deep pocket to manipulate share price as his wish to trap retails like us to give up our shares at small profit. But to be honest, I am also disappointed with the lack of solid direction by management since ipo till now.. if I'm fund manager, I will not be excited to take position too.

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2022-05-18 23:35 | Report Abuse

Substantial dividend very much likely, individuals connected to Tan Sri building up their position every years, I don't believe they buy in because they trust in CEO's" business visions"... As long MPHB still a financial holding co, they will be careful in their announcement especially announcement on dividends to avoid triggering Bank Negara unnecessary attention.