smartly

smartly | Joined since 2012-02-11

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User Comments
Stock

2015-04-01 17:05 | Report Abuse

holland. :(

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2015-04-01 15:58 | Report Abuse

singor, ya, your comments make sense. can't discount this will happen if fed decide to held up the payment.

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2015-03-31 22:58 | Report Abuse

azmin presented well !

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2015-03-31 17:25 | Report Abuse

Singor, i think still intact. you may reap profit once both state & fed settled.

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2015-03-31 14:57 | Report Abuse

Positives

Acquiring and restructuring of Proton, to turn DRB into a major integrated automotive player in the region.
Partnering VW group to set up regional hub in Malaysia.
Honda Malaysia to set up regional hub for Hybrid car.
Severely undervalued counter.
Deftech awards of RM7.55bn over 7 years.
Synergy of POS with DRB’s other business units.

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2015-03-31 11:40 | Report Abuse

There could be light at the tunnel

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2015-03-31 11:39 | Report Abuse

Gearing towards Integrated Logistic
 DRB has announced the acquisition of 200 acres land for RM130.68m (RM15psf) and 100% equity stake in Northern Gateway Infrastructure SB (NSGISB) for RM20m.
 In line with DRB’s long term growth, part of the land will be developed into an Integrated Logistic Hub (ILH) next to Integrated Immigration Custom, Quarantine and Security Complex at Bukit Kayu Hitam, the border between Malaysia and Thailand.
 The remaining land will be developed into a tourist hub to tap into the growing cross-border traffic between Malaysia and Thailand.
 Maintained BUY on DRB with unchanged Target Price of RM2.75 based on 20% discounts to SOP.

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2015-03-31 10:23 | Report Abuse

huat liao. :) too bad i am not buying. :(

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2015-03-27 15:37 | Report Abuse

hng33, take profit first buy back at lower price. :)

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2015-03-26 10:48 | Report Abuse

puncak price like yo-yo. can ding-dong play :p

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2015-03-25 11:24 | Report Abuse

make sense to wait for buy signal else you get stuck here for no ending 'story'.

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2015-03-18 22:41 | Report Abuse

9.5sen last year? see carefully what was that.

5sen i am happy liao. :p
tomorrow up 10sen at least.

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2015-03-18 20:35 | Report Abuse

if $$$ stuck here, will loss out a lot of opportunity cost on other counters.

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2015-03-18 17:57 | Report Abuse

result out. 5c div. earning increase. :)
4.0 maybe possible. huat ar.....

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2015-03-11 11:49 | Report Abuse

Given the lack of details on the issue of asset transfer between the two governments, the near-term outlook for Puncak has turned less attractive. New information regarding the pr ogress of Puncak's sale and purchase agreement (SPA) suggests potential delays in securing the RM1.6bn cash offer from the state. Puncak remains keen to sell its water assets and may announce an extension to the deal but the outlook from here on hinges on the state and federal governments' move. If this is resolved within the next 2-3 months, Puncak's water deal and the bumper RM1/share (37% yield) special dividend could still be realised within this year (towards end-2015). We anticipate a likely overhang on the share price and cut our target price as we raise our SOP discount from 20% to 40% due to the emergence of delay and political risks.

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2015-03-11 11:19 | Report Abuse

wish u best hng33 but careful with your fund you draw from. biz fund should remain as biz fund.

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2015-03-11 11:02 | Report Abuse

hard for us to speculate. i better stay out this.
delete this in my watch list. source for other counter better. :P

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2015-03-10 11:47 | Report Abuse

Selangor government had disagreed to extend the deadline to accommodate some changes to the master agreement, which would allow the federal government to acquire all land utilised for water assets (such as pipes, plants and reservoirs) for free

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2015-03-10 11:46 | Report Abuse

The Selangor state government is unlikely to grant the federal government a third extension to the master agreement signed on 12 Sep last year to restructure the state’s water supply industry.

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2015-03-10 11:43 | Report Abuse

The conflict between the federal and state governments is centred on a dispute which materialised after the federal government claimed the Semenyih and Bukit Nanas reservoirs, together with all the water pipelines in Selangor, are under Putrajaya’s management and ownership, while the Selangor ruling-party, Pakatan, said the assets belong to the Selangor government.

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2015-03-09 17:53 | Report Abuse

agreement inked so what. still can be broken. :p

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2015-02-25 15:32 | Report Abuse

sbb 1000 shares. pui. :p

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2015-02-25 15:27 | Report Abuse

share div is impossible, they don't hv enough treasury shares for that.
6sen dividend is highly expected. :)

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2015-02-24 17:06 | Report Abuse

vol surge so high on son.

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2015-02-18 11:47 | Report Abuse

not all 1.6m. 1.1m is direct, 0.5m is indirect.

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2015-02-17 12:08 | Report Abuse

puncak i ran with litter profit
drb i stuck till now. :(

if puncak goes back to 2.45. sapu....

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2015-02-17 12:05 | Report Abuse

back then.
puncak at around 2.45
drb at around 1.45

now.
puncak 2.66 gain 21c so far
drb 2 gain 55c

if everyone can take profit on puncak when it was around 3+ buy back now a gain of 30+c. :)

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2015-02-16 18:10 | Report Abuse

worry not. sapu.....

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2015-02-16 16:35 | Report Abuse

break 2 convincingly :)
should stay & go from here onward.

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2015-02-16 14:57 | Report Abuse

kidex drop.
puncak.....?

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2015-02-11 14:00 | Report Abuse

Epf always act on opposite way. Buy high sell low. Epf now buying mean the current price is very high.. :p

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2015-02-10 15:26 | Report Abuse

sure boh ?
switch to drbhcom then. :p lol

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2015-02-10 15:00 | Report Abuse

- DRB-Hicom’s auto division is now relying squarely on its defence jobs for the government – specifically in the roll-out of the RM7.55bil AV8 contract.

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2015-02-10 12:01 | Report Abuse

anwar will be sent to jail i think.
will jeopardize this deal ?

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2015-02-09 16:20 | Report Abuse

i like below statement... :)

While we acknowledge the challenges faced by Proton, even in worst-case scenario where Proton's auto business is written-off, DRB's other assets and properties are still worth more than RM2.80/share (excluding net debt of RM5.0bn).

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2015-02-09 15:29 | Report Abuse

sapu....will go pass RM2

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2015-02-06 16:35 | Report Abuse

2.62 got big buyer.

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2015-02-05 11:57 | Report Abuse

wait at 2.45 will start sapu.....

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2015-02-05 11:56 | Report Abuse

further holland. :(

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2015-02-05 11:33 | Report Abuse

sapu.....

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2015-02-05 11:33 | Report Abuse

ada ump !

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2015-01-30 16:02 | Report Abuse

if can touch 2.45 then sapu....

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2015-01-30 10:33 | Report Abuse

feeling quite down if seeing this getting worst overtime.
lucky i have off the ship.
hope it rebound strongly and everyone is happy.

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2015-01-29 15:17 | Report Abuse

sapu.....lai liao

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2015-01-29 11:08 | Report Abuse

usd very strong. ytlp will have more gain on currency exchange.

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