Starship2

Starship2 | Joined since 2020-07-12

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Stock

2022-05-24 00:05 | Report Abuse

Profit from sale of assets - 324m.. Otherwise, the the earnings does not look great to me..Just my views

Stock

2022-05-09 11:54 | Report Abuse

Not overly pessistic.. Because of high CPO prices, Q1 results are already in the bag (not announced yet) and we are 2/3 into Q2 period ..with prices still high.. A report in the Edge indicates, that the price will drop over the rest of the year but it will be gradual..Having a 80% payout ratio,the dividends to come should be reasonable.. These are just my views

Stock

2022-01-24 19:05 | Report Abuse

Hi Sardin, Thanks for the info.....Another reason could be resin prices ..which tend to trend crude oli prices..

News & Blogs

2022-01-21 18:03 | Report Abuse

Fake new is a disease because there is no censorship...and less manipulation of official data.. It may surprise you, that in the other case, even the population data of that country is suspect..because apparently netizens found out that the birth rate does not match with the population figures..Ex.if there was 10 million births 20 years ago, there must be about 20 million 20 years old now...but according to the people who did the research, the reported figures differ by a wide margin....

Stock

2022-01-14 17:27 | Report Abuse

I suspect there is some misunderstanding among some investors about the recent bonus issue... It was 1 bonus share for 2 (two) existing shares and 1 free warrant for 5 shares..So the dilution is less than if it was 1:!. .... Very recently, I saw a brokerage report that said that the bonus was 2 for 1..which was not the case..eventhough the brokerage set a very high target price...For your info guys . ..of what I saw

Stock

2022-01-12 17:14 | Report Abuse

The fairly low occupancy for its properties at Bangi, Masai and Senawang (78-80%) ..may be a good sign..as the net income could improve from what it is getting at present..once the occupancy improves..

Stock

2022-01-12 16:34 | Report Abuse

Looking at the FR for period ending 30 Sept, the net income from all three regions - southern, central and northern regions looks okay to me. The income is spread over 7 properties...so the risk of tenants leaving is less..unless the country is affected by another covid upsurge or other financial calamity..Also,the growth forcast for the country, especially for the consumer sector, is quite encouraging

Stock

2022-01-11 09:16 | Report Abuse

Puzzling why the price drops this much..The warrant exercise price is 2.45 while the mother share is just 1.50...so there is no likelihood of dilution by conversion of warrants..It looks like the share is undervalued...unless there is some develeopment that we are not aware of..Any info from you guys would be appreciated

News & Blogs

2021-12-27 10:26 | Report Abuse

It could have...there was a pro china party in taiwan...which was toying the idea of a one country 2 system approach...but now it has become a pipe dream...because the people the saw what happened in hong kong, macau, xinjiang, tibet...and in china proper itself..you will know what i mean if you were following the news... now taiwan is desperately buying weapons from the US to defend itself...the milk has been split...it will be a pipe dream for a couple of generations to come...till china itself changes ...which i think will happen one day

News & Blogs

2021-12-27 00:01 | Report Abuse

I feel KYY losses his sleep thinking about the US all the time. His favourite country China is 4.3 times the size of the US ..in terms of population..if we are to believe the figures..But in terms of economic and social indicators, the latter is far, far ahead....Also, the former is a blackbox..so whatever that comes out of it ...through just one source...have to be taken with a pinch of salt..Always wondered if it is so popular, why has it to be secretive and restrictive and scared..? May be KYY who knows the country best could give us the answer

News & Blogs

2021-12-20 23:04 | Report Abuse

This country tried to bring down Australia by trying to boycott importing its goods..In the same token, why is it wrong for the US to restrict its technology to a country that is at loggerheads with it..? The problem for this country is not just with the US .but many of the SEA countries as well as Japan, P'pines, Indonesia, India..Many dont realise it, but it is a country where most people dont have a brother/sister or uncle and auntie, Most of them only have parents and grandparents...

News & Blogs

2021-12-20 22:55 | Report Abuse

Based on indicators like income inequality idex, health care system, world press freedom index etc. etc, malaysia fares much better than the country that some are sympathetic to n this forum

Stock

2021-12-14 17:52 | Report Abuse

With the exercise price this high, the ex-date for the war. is likely to be quite far away..may be 5 years..it is my guesstimate .. need to check... Once the war. is listed, this info would readily available

Stock

2021-12-14 12:27 | Report Abuse

Info from equitiytrackers show that bpplas is one of the better stocks in the "packaging" space. Good eps, good cashflow, good dividend (2 sen every quarter), minimal debt etc. I feel it has been dicounted too much after the 1 for 2 bonus issue & free warrants ( with a high exercise value, indicating majority shareholders are not taking advantage of it) ..not suggesting anything, just my views

News & Blogs

2021-12-12 15:38 | Report Abuse

If only this country can be transparent, it will not have any of these problems..Give unrestricted access to its "training cebtres" and to meet the people there.. like most other countries..why the movement restrictions and information control...? By the way, its own propaganda videos available on the net show very serious cases of terrorism.. It is a unique country where anything can be expected..for example do you know that most of the people there don't have a brother or sister or an uncle or auntie.. Many people there only have parents and grandparents....I leave it to you to figure out why...

Stock

2021-12-10 13:10 | Report Abuse

I stand to be corrected..but my preliminary casual checks tells me that the controversy raised could be much ado about nothing..the lease agreement are between related parties i.e Serijaya (wholly owned subsidiary of Innoprise) and Benta Wawasan (wholly owned subsidiary of Innoprise Corp Sdn Bhd) which is a statutory body of the Sabah State Govt. And Innoprise Corp Sdn Bhd holds about 50.22 % of Innoprise Bhd. All these companies are controlled by the Sabah State Govt. By the way, its dividend payment is only slightly more than its EPS over the last couple of quarters..just my views

Stock

2021-11-28 15:41 | Report Abuse

lot of noise about ESG..this will, in my opinion only affect the large caps plantation stocks that has foreign investment..With CPO prices still high, profitability would continue to be high..INNO still looks very attractive to me..

Stock

2021-11-26 11:10 | Report Abuse

Another factor that may come into play is our currency which is depreciation against USD..Since commodities are priced in USD, drop in RM will benefit commodity producers and exporters..just thinking aloud..

Stock

2021-11-26 10:58 | Report Abuse

If you see the cash flow, the company is quite strong ..big jump in earning, huge cash pile and retained earnings, strong profit margins etc. But it is paying out slightly more dividends than earnings.. which i feel is ok ..because it has a lot of cash...just my views from what i see..not giving any suggestions...

News & Blogs

2021-11-22 10:52 | Report Abuse

i feel chance and more humane approach is peaceful reunification like what happened between East and West Germany..We need to note that there was a pro China party in Taiwan...but it got deciminated....and the country now is almost completely under the influence of a democracy oriented party.. Reasons are simple - what is happening in HK and Xinjiang scared the shit out of the Taiwanese..Another point: if the people of Taiwan actually want to unite with PRC, you know it, the US or any other power will not be able to stop it....By the way do you know why most people in China do not have a brother/sister or uncle/aunty...?..Count our blessings

Stock

2021-11-19 11:55 | Report Abuse

The sharp drop could be due to fear of low profit in 3Q due fairly long periods of MCO..However, it already has ongoing projects (besides contract wins if any in the near future) to keep it busy...So, i feel kerjaya should rebound in the latter part of this year or early next year.. my speculation..

News & Blogs

2021-11-12 21:32 | Report Abuse

...steel prices are not adversely impacted...

News & Blogs

2021-11-12 21:30 | Report Abuse

If you look at the balance sheet, rota, roe, dy etc this company is comparatively speaking not great in my view.. Steel counters like tongher, cscstel looks like safer bets provided steel prices are adversely impacted...

Stock

2021-11-11 16:10 | Report Abuse

Astro has good cashflow..Back of envelop calculation show that it would not be too badly affected 33% taxes on profit above RM100 million.. The extra that need to be paid is the 9% above the old rate of 24% for profits more than RM100m... The amount appears big..but being a big cashflow company, its effect does not seem too impactful to me..just my views

Stock

2021-11-05 10:27 | Report Abuse

2Q profits was very good. Anybody have an idea on what 3Q profits would be ? Longer periods of lockdown during the 3Q.. But with such a strong balance sheet, i feel it should do well at least over the mid/long term.. Just my views..

News & Blogs

2021-10-31 23:35 | Report Abuse

Great article... but Calvin i feel you should leave out religious preachings.. You have still not answered my question in layman language ...on why there is so much inequality in the world based on your religious world view..that assumes that God loves us all equally....and that we dont carry a baggage from our previous life..however but i must admit that i like your analysis here on plantation stocks..

Stock

2021-10-25 10:58 | Report Abuse

Gives good dividends for the third (sept) and fourth quarters (dec) based on past records. Also it has high net tangible assets and eps relative to the price..Most of the shareholders are institutions including a number of public bank unit trusts.. The shares are being tightly held could be one reason why the stock has low volatility...and does not move much..

Stock

2021-10-24 21:11 | Report Abuse

If we look at how TopGlov responded to the issue, you will see that there were labour issues involved...7 or 8 of them ..if i recall correctly...Pl google to see what they are..This company tackled the issue smartly by highlighting to the public periodically which of the many criteria on labour issues it had fulfilled and which it did not...they did not fight back...very impressive...once fulfilled , they were back in favour.

Stock

2021-10-13 09:01 | Report Abuse

Based on equity tracker, this stock is held by major fund managers including public bank equity funds and investors from singapore. it also seem to have a huge amount currents assets and its share price relative to net assets appear very favourable when compared to its competitors....but i noted that its website is not as impressive as that of the world largest globe manufacturer..

News & Blogs

2021-10-11 21:30 | Report Abuse

What is happening in the world's largest country (by population) is a perfect storm, to say it is a mess is an understatement. From disrupive weather, blackouts, business closures, bankrupcies, social enginneering (affecting business practices, IT, education, entertainment, gambling, social media etc etc), problematic foreign relations, covid to does not seem go away, foreign businesse exiting the country etc etc ...there is a lot to talk about ......I am looking forward to KYY giving his views on some of these issues

News & Blogs

2021-10-10 21:21 | Report Abuse

An american strategist once said that the US should get a cut for whatever transaction is made in any part of the world. If you really look into your life today, you will realise it is true ...from everyday products, fast foods,soft drinks, medicine , clothes, entertainment, financial transactions and social media ...everything is from the USA..why? some time a ago an adversarial country produced a 10 minute propaganda video on how it will attack a US military base..and you know what ? ..in that short 10 minute videa, it used video clips from 3 different US movies...The point I am saying is the US is much, much stronger than many people think..It created the civilization we live in ...By the way, the US unemployement rate in August 2021 is only 5.2% ..as a after thought, the colgate that we use every morning is a US brand, check out on the rest of the products we use and enjoy ...and you would be in for a shock

Stock

2021-10-10 14:08 | Report Abuse

Gloves are usually one-time use product..My feeling is even covid becames "endemic", fear of contacting the disease, especially for medical staff will always be there...and using them is also hygenic...So the practice of using gloves that peaked due to covid will not decrease very quickly in my view.....

News & Blogs

2021-10-06 22:58 | Report Abuse

A slip...what i meant was KYK words used in his article sounds highly unpatroitic (to Malaysia). It is not responsible to wrongly interprete figures and assign blame/criticism to countries..

News & Blogs

2021-10-06 22:24 | Report Abuse

KYK needed to take care when making allegations against people and countries...He should ask his people to double check his figures..on whether they are accurate, up-to-date etc. Personally, I feel the topic he has chosen sounds highly patroitic (to malaysia) and said in an extremely carefree and careless manner..It is upsetting

News & Blogs

2021-10-06 13:29 | Report Abuse

We need to be careful about the definition when comparing the "civil service" in different countries. For instance, in the UK if I am not mistaken, the army, the police, the national health service are not included as part of the civil service. So it is necessary to be extra carefull when making claims not based on verifiable facts...It seem to be very prevalent among certain bloggers on this site..

News & Blogs

2021-10-04 21:20 | Report Abuse

Ensuring freedom to express grievances and press freedom allows for better insight into what is happening in a country. Recently the country announce that it had moved ...(forgot the figure) people out of "absolute poverty" . Following that a reporter from Apple Daily who happened to be in one of the villages that "moved out of absolute poverty" reported that the people there did not have piped water and they had to walk 2-3 miles to get it. What soon followed that is like they say is history...the owner of the paper together with many of its reporters were put behind bars..and the paper was forced to close down...The point here is, we should not take reports from official media, especially from autoritarian regimes be the truth..we need to treat them with a generous pinch of salt..

News & Blogs

2021-10-03 23:05 | Report Abuse

In terms of per capita income , the US is no.13, Msia is 47 and the PR_ is 79, i repeat 79. KYY should show more sympathy to the poorer countries -- countries that have been devasted by massive floods, exodus of foreign investors, power shortages and blackouts, bankrupcies that put miilions to lose their homes, investments and jobs..and that risk the economies of other countries...This country is a "black box" where whatever happens nobody knows..It is not difficult to speculate the level of "extreme poverty" in this country that is linked to all the problems listed and more...I look forward to a good analysis of what is going on there...and KYY's advice on what we investors should do in the days ahead...

Stock

2021-09-29 15:48 | Report Abuse

I feel things will not go back prepandemic levels..reasons: covid may continue as a endemic, with threat of covid always present use of glove and PPE will continue, supermx has changed in terms of manufacturing capasity and reach as well as as its financial strength in terms of net assets per share, price to net assets, cash flow etc.

Stock

2021-09-29 12:48 | Report Abuse

Supermx has many advantages..huge size that gives economiies of scale, its own distribution channels,its using own brand besides that of others, factories in places like the US and Canada. It is also likely to be more stable if the trade war between the US and China escalates. Lastly, glove use is likely to continue eventhough ASP may drop from unreasonably high levels reached recently..due to the pandemic..

News & Blogs

2021-09-28 00:11 | Report Abuse

why hate US so much..when people eveywhere like to enjoy the civilization created by them...from the food we eat, the products we use, the medicines we take when sick, the social media tools we use,the entertainment we seek, the language we use...why? ..even the shape of the nose and eyes , colour of our skin and hair colour we love..and not forgeting we love using their clothes and even their names ..even though we are not christians..they say "love and hate is on the same contineum" .there must be some truth in it ..that is why i believe that deep down KYY and the rest of us asians love the USA so very much..

News & Blogs

2021-09-27 08:18 | Report Abuse

KYY has the tendency to spew a lot of rubbish...like calling DONALD TRUMP a congressman.. As far as i know, he was never a congressman or a senator. He was the FORMER PRESIDENT OF THE USA..just before Joe Biden...It would be good for an old man to ask someone to fact check his emotionally charged and biased articles.. I am not going to bore you with the other things he has said..At least for the time being..the PR_ is in a deep hole..it would be good if someone other than KYY throw some light on it ..for us investors

News & Blogs

2021-09-24 13:13 | Report Abuse

I said it is wrong to assume that all 32 million people in malaysia will be invested..and 1% of them would die..a wrong is a wrong. I will leave it here

News & Blogs

2021-09-24 12:57 | Report Abuse

He said current stats show that there is one death for every 97 persons infected..

So the focus is only on infected person who form a very small number in the country..so the number of deaths is not 320,000...good to sit back,think, reflect, relook and decide before giving views...this will reduce giving the wrong "info" to unsuspecting people....

News & Blogs

2021-09-22 14:28 | Report Abuse

The PR_'s warships harassed Petronas while drilling for oil off the coast of Sarawak..if you can recall.. More recently, its warplanes violated Malaysian airspace..All true malaysian should be mindful of the threats posed.. It could be for this reason that our country recently have been looking around to buy new fighter jets.....

News & Blogs

2021-09-22 14:02 | Report Abuse

A few very serious factual errors in KYY's post. PR_ invaded Xinjiang in October 1949 and Tibet in October 1950 besides a few others... It did not want to abide by the ICJ's decision in 2016 on its claims to the West Philipines Sea. It does not respect the UNCLOS to which it is a signatory. I feel Australia is trying to build its defences against a war which most people believe is likely to break out within the next few of years..Of course it will most likely involve like minded nations in the region with US support. Defennding oneself is every country's right in my view...All countrise in the region are arming themselves..something that will benefit the US in a way...

News & Blogs

2021-09-20 22:48 | Report Abuse

Even if PRC is better on some metrics, i feel it nothing to boost about. Dont forget it is 4.3 times the size of the USA...if you have been following the news, you will know that there have been a lot of changes happening now ...a sort of a second cultural revolution going on ...the outcome is yet to be seen. I feel you all know that the outcome of the first cultural revolution..was catastropic.. to put it mildly..maybe it could be different this time round..??

News & Blogs

2021-09-20 22:02 | Report Abuse

We have to admit that the world we live in - whatever we see, use, eat or entertain ourselves with etc were created by the west, especially the USA. Other countries including China are still still very far down the line and remain mainly in the "copycat" phase..why even to the extent of whitening our skins and coloring our hair and using western names....Since we are so tied up with "prosperity" ..in terms of per capita income ..the USA's standing is 13 (Qatar is no. 1), S'pore is 4, Malaysia is 47...and do you know what ..Ch..'s ..standing is --It is at 79.. So there is still some catching up to do...by the look of things as they stand today...it is possible to see lots of hiccups on the way...

Stock

2021-09-17 11:58 | Report Abuse

If not mistaken, dy is dividend given over the last 4 quarters divided by the market price.. you can get a good idea from i3investor itself..details under stock quote..I feel the recent drop was a over reaction ..to dividends going ex ..and an investor analyst report saying that cpo prices will go down due to over production . We have to bear in mind analysts make a living producing reports ..and quite often their analysis is wrong..but we can pick certain facts from their reports...

Stock

2021-09-15 15:08 | Report Abuse

Very high profit margins, 80% dividend policy, CPO and commodity prices on uptrend. Volatility could be due to very small free float..less than 10%...and some may be taking advantage of the 8 % dividend given out. Many institutional shareholders.. includes the well known investor Fong Siling..

News & Blogs

2021-09-13 09:44 | Report Abuse

Uncle KYY, why dont you give some insights into the major social reengineering going on in the world's largest country in the political, corporate, it, education, and social sectors and their likely impact on stocks? Is it going to be a repeat of the 'cultural revolution"? I feel it is a waste of time being obsessed with the US..they loom large today..and they will be so in the future. Dont waste your sleep worrying about a country that has taken good care of itself all this while