Coincedences?

I dun not think so...as ppl keep critic government to reimburse RM1.1 billion to Proton, and Geely only pay RM 170 mill to takeover Proton, another in kind injection of SUV for RM600 mill...

Then now, Volvo gonna construct a plant at tjg malim, wats the land price for tat?

I think thats the real deal for Geely to take up 49.9% Proton share...as Volvo is cash rich, weak in Asean market, and build a Volvo plant beside Proton, gonna to make the land at tjg malim appreciate alot.

No wonder DRB ceo dare to comment Proton wont reduce any staff, but instead hire more soon, cos Volvo is coming as well.

Geely's sub-Volvo gonna build fatory at tjg malim next year, as usual, by tat time, tjg malim land ady transfer to drb, and drb gonna sell it to volvo. Another land gain for drb.

Wat's interesting is the timeline:

1. Drb rejected Malakoff's JV to build solar plant on FEB 2017.

2. Geely Li Shufu commented geely will pull out from proton FSP nego on MARCH 2017.

3. Geely confirmed to be Proton FSP, tat Geely will hold 49.9% of Proton branding and factory, Proton's other landbanks will transfer to DRB. Announcement made on MAY 2017.

4. Today, JUNE 2017, announced tat Volvo will build a plant @ tjg malim, at Proton city, commence next year 2018, 1st quarter.

My friends, do u believe thr r no hidden agenda?
Or the FSP deal ady done long before Feb tis year?
I looked at the timeline, just keep wondering...

www.sinchew.com.my/node/1651964/黄家泉：与普腾一起．富豪明年迁入霹汽车城

@风起云涌，whether you like it or not...share market reflect to the future prospect, keep on looking the past quarter, is missing invest opportunity.

The tune or wind is changing for drb, yes, how long it nid for Proton back on track, or even on growth, no one knows...but automobile is a need to every1 tis day...look at Honda vs Toyota, less than 2 years time, Honda SUV strategy successfully overtake toyota No.1 foreign brand in Malaysia...

Bear in mind, although Geely is China brand, but Geely able to turn around for loss making Volvo, London Taxi, and it happened quite fast for the industry...

AFTA sure a bonus for Proton, Asean is a 600 million population market, and is very hard for big player to ignore this piece of cake...but unknown factor still in place, got to wait for both companies sign final agreement on July

Slumping again...why geh?

From calvin:

Proton is only the icing. Lotus will bring in Lots of profits from China through Geely.

May i ask why Lotus will bring much profit from China?

Deal is done, but ppl staying sideline cos quarter report out soon, red figure is a must, just dunno wats the loss figure is...one thing for sure is the share is climbing up, as bank muamalat is the next boost.

by year end, gearing level shd lower at least 25-30%, cash flow will be very healthy soon.

be patient, fruit gonna ripe soon.

Or so many other possibilities?
Just less than 24 hours dude...no nid guess so stress la...shall reveal very soon.

Y no one consider bout Bank Muamalat IPO or found buyer to pare down 70% share one?

For FSP, their really doin a very great job in keeping the secret...i wont be surprise if eventually not PSA or Geely got it instead of other brands.

人生几何，if only drb keep holding proton, drb will keep bleeding and even goes PN14 no doubt.

But if look at the big picture n whole situation, 30k ppl direct under proton, around 200k ppl rely on drb to survive, do u really think governent will let it goes bankcrupt like tat?

Is too simple to think tat way, n worst outcome tat BN want to c...look at MAS, like it or not, after 2 deadly accidents, Mas still operate...not due to nation ego, is due to vote, election n BN creditbilty to their supporters.

If proton can really sell major share to FSP, then is different story...all things may turn downside up.

@Dexter, the meeting of Proton to decide is this week according to The Star...hopefully not another rumour.

@yming..me also holding DRB, just sharing the views, is a forum so all can make pro & con points right?

Or freedom of speech is banned at here?

Compare online biz like MYEG to outlet biz like Puspakom?

Do the simple math, u cant online inspect car, Puspakom need outlet, so involve land rental, construction cost, manpower, holding cost...summore, internal corruption unable to trace~

Profit margin is not as high as u think, if hike the price, is concession biz awarded by government dude, hike the price mostly means government ask for more from Puspakom...dun compare something way off the track, tats way i dare to said puspakom is doing so-so in DRB portfolio.

Dun simply look at NTA...is will kill you in stock market...

How many stocks in Bursa trading way below NTA, only DRB? Look at Parkson...last time even owned the most happening Mall at Beijing~but losing money is losing money.

How many stocks trading way beyond its NTA, only Berkshire? Look at Penta Master, NTA not even 80 cents but share price is RM3++, because earning money is earning money dude...

Simple as that...wanna buy a shop at forest only RM500k but no one to rent? or buy a shop nearby KLCC for RM5million with no issue of tenant & increasing rental?

Your choice...

So-so & lousy...figure out by your own....

Pls take note...only one i mentioned GREAT, which is with real growth & profit...
Good, which is matured market & no excitement, some profit also declining...

What do you have?

Out dated youtube videos?
LOL....

I have 2 years annual report from DRB, attended 2 year AGM, personally spoke vf Chairman TS Khamil during AGM.

I can firmly said that:-
Subsidiary of Pos is doing great.
Subsidiaries as CTRM & Bank Muamalat r doing good.
Subsidaries as Hicom, Deftech, Puspakom, Alam Flora r doing so so.
Subsidiaries as Glenmarie, Modenas & Proton r doing lousy.

For associate, only Honda & Isuze Hicom is doing good, the rest...so-so or winding up.

DRB previously focus at automotive market, and we can see that automotive market is stagnant or declining now due to previous low interest easy loan booming market, they r switching their strategy to services now, but won't see any real profit and growth for another 2-3 years.

Simply put, Proton play the crucial part for DRB share to move, none of the subsidiaries or associates from DRB can off set the harm from Proton.

Proton is like Ultron + Chitauri + Thanos in the Avengers.

Calvin, below is some doubts:-

Does DRB has high cash reserve as Bershire Hathaway?
Does Bershire Hathaway has high borrowing & gearing like DRB?
Does DRB has multi-national companies like Bershire Hathaway?
Does Bershire Hathaway rely on politics & government like DRB?

Please do not simply compare like that...is very mis-leading.

@人生几何, to be fair...DRB does possess many lucrative businesses, & Proton did has it own advantage at ASEAN, if Proton able to let go...it a big new catalyst to DRB & all value can really re-evaluate...

PSA just acquired Opel & Vauxhall...Geely also confirmed invest into Saxobank, if Proton deal can't go thru...DRB is totally screwed this time.

Look at all those call-warrantsss gonna expired from 6 June till 24 November, Macquarie really gonna laugh all the way if FSP calls-off.

If not mistaken...today is last day for Najib at China, if no MOU or joint statement vf Geely now...i think all hope just vanish...

DRB has lucrative & huge assets, no doubt...but i invested DRB is due to Proton gonna let go, due to Proton is bleeding more than RM1.2 billion since takeover, all the other businesses' profit from DRB also unable to fill up the "black hole" caused by dear Proton, this is very worrying.

One more issue to highlight is the Bandar Malaysia's IWC & CREC being "terminated"...China imposed most strict law to prevent capital outflow now, i just been to country garden's forest city...almost all contractors halt their job...obviously, private firm from China suffer the most if they invest oversea...

CREC not a private firm, is belongs to China state government, "terminated" like that...is like slapping the China government face...of cos we all know why najib wanna pull back from the deal...cos the Bandar Malaysia just being sold off way too cheap, and now 1MDB issue cooling off, wanna goes for highest bidder again...but a termination of that project, is making chain reaction now...hopefully geely deal can goes tru...but chance is slimmer now, unless, "re-award" back Bandar Malaysia to CREC-IWC...

1. If you think that Pos share increase shall bring profit to DRB, is only paper gain, as long as DRB not selling 1 lot...no actual profit for DRB.

2. I'm really not sure that Geely still willing to buy Proton/Lotus now...they have diversified to financial now, after all, after Volvo & London Taxi, they need more time to consolidate their auto biz...

http://www.reuters.com/article/saxobank-shareholders-idUSL8N1I726S

aajjvb~is human nature...drop, just critic...up, just compliment...u go casino win money, everything is pretty in ur eyes; u lose money, auntie beside u cough u oso tulan.

Calvin...hope after ur comment wont drop again ya...ini kalilah...lol

1MDB scandal has big affect to stock market, no doubt...but the real catalyst for drb is really the proton issue...as long as tis bleeding proton still hanging...hardly to move

Is really weird...calvin didt commented 2 days, drb up...yesterday calvin comment...up whole day but before closing drop b pulak...my god...calvin...ur comment so powerful...

If i not mistaken...last time calvin enter @rm1.45...right?
Whats ur average now?

Human nature...when drop, here become most quiet chatroom ady..

Seem like supermax given up share buy back scheme...

Sorry...not even 5 cents...is 0.005 cent nia

Hippo..dun ows talk too early, up 5 cents, not up to 50 cents...later drop b, those u just provoke will come b n shout SELL, lol.

Chill...surprise ows happen when u least expect...

@iswara...me just kidding bout suspend...dun take me serious,im joker

Left hand chg to right hand mar...cant everytime election use epf 4 sponsorship

Lol...thanks for ur concern人生几何

Lol...as i mentioned b4, if any1 hope to get insider news at public forum, is suicide mission @ stock market.

Obviously im syiok sendiri.

Next tuesday...2pm, drb stop trading...then announcememt...then hurray

Its really weird though...pic is getting clearer...good cards r on the table,but price keep dropping??

Said so earlier...decision for FSP been finalized,just final touch up now, announcement timing is important, the best timing is to stunt the market the most.

News from uk...malaysia news ows 3 steps behind or purposely hidden off.
https://www.autocar.co.uk/car-news/industry/proton-sale-decision-expected-imminently

Lol...only idiot believe there is insider news share in public...

Rubber price still climbing?

Too big to fall...but oso too huge to rise ler..

Profes...不用理他们这么多，他们已经买股票到需要切器官的地步了，我们静静就好。。。

FSP confirmed. Will start pushing

Under rm2 for some times d...no more share buy back strategy?

Luckily mahathir is out of the pic...as "rumour" stated tat mahathir's crownies is making the most for supplying proton jigs n nuts...so now take in a FSP is just to chg the suppliers from M side to N side it is?

No FSP then just tear proton apart into pieces...tjg malim awarded to highest bidder, shah alam land goes for redevelopment, the tax credit just absorbed by drb, lotus sell b to gomen...

I ady help gomen written the whole script, no nid to thank me at all...

Gomen said proton is private entity under drb, n no issue for proton to let go 51% stake to FSP....
Tis statement so damm idiotic n got conflict...private entity wor
..then y commented gomen "no issue" for proton to let go 51% stake...is not gomen issue just said up to drb to decide, y let go how many % of proton stake u got issue or not.

Oh...election coming it is...so anything oso nid to make issue it is.

Modenas shd b jv vf Suzuki if not mistaken...just the proton, like i said previously, is a monkey shows...rumour n fake news keep on flying here n thr.

Last week sinchew daily got source from china tat PSA is the only bidder, tis week theedge said geely might make u-turn to bid back...all is nego strategy nia.

Stock: [DRBHCOM]: DRB-HICOM BHD
Apr 3, 2017 05:34 PM | Report Abuse
Tis week might b news announce tat Proton gonna delay for FSP selection...
Another 2 weeks shall b DRB assured tat FSP can be completed on time...
Another week is Proton unable to close FSP deal...