RCSLS in the Company
Indirect interest
Tan Sri Lim Siew Choon
Balance as at 1.7.2017....39,619,329* conversion.......................(29,054,176)
redeem.............................(10,565,153) -
Puan Sri Tan Kewi Yong
Balance as at 1.7.2017.....39,619,329* conversion........................(29,054,176) redeem..............................(10,565,153)

Source : Malton Annual Report 2017

Still very cheap...

The lowest in 2016 was around today's closing price 58 sen. It was a screaming buy then. It shot up to rm1.80+ in 2017....

Still cheap sales
TSRDL converted most of his loan stock to shares instead of CASH @RM1.00

haha

nemesis

Thank you very much.

If CPF confirms the purchase of a 49% stake of Pavillion 2 (the BJC Pavillion Mall), how bullish will it be?

Just use some of your imagination.. hihi

Is it this piece in Ulu Langat district
397.30 acres of Quarry land, 99 years leasehold?

Hi nemesis,

Could you please highlight to me from where did you get info about the 420 acres of land Symlife is holding and the GDV of which is about RM 7billion?

I can't find it in the latest AR.

Thank you.

Sentiment and Fears... There are many counters crushed to unreasonable low prices...

I like this one as it has a jewel in the Mall, if successful, it would be a windfall.. Hahaha!

nemesis

How do you know that the Canadian Pension Fund is buying aggressively?

it is sooo..... cheap anyway..

At least today you see a bullish engulfing candle and the bottom 64 sen was tested. Now a beautiful double bottom at 64 sen..

Haha :)

Smallfish

Today buyers in action lah!

Fengshui turns already!

:)

WOW ! WOW !! WOW!!!

Gadang Holidngs Bhd (TP: RM1.10).

Superbear

Please read this post by icon8888
Written in Dec 2017.. Old story but becomes very interesting now..

https://klse.i3investor.com/m/blog/icon8888/142611.jsp

Continue to buy some today....
Sellers from 8 different broker houses.. LOL!

A winning psychological thinking.. Thumbs up to you didi2005

Kyy rm18 in 3 yrs lah....

Hohoho...

Get ready the bullets!!

:)

Once the payment from the JDA with Capital City 21 is received.... Hihihi... Will it gap up? Barring special dividend...

Don't bother what hand so long as we have solid hands to hold and collect the dividend with better yield than the bank FD... hopefully 3 sen dividend is sustainable.. Hihihi

Buyers are genuine lah... Never withdrawn... Smart buyers, collecting cheap cheap... Sellers may be forced.. Margin calls.. Or tired holders..

Wow! Big seller bombed all 645.. Mati I... Hope not.. :)

hihihi... Old story will bear fruits soon...
There must be a reason why Kok Woon keep buying.. ALREADY bought more than 4 million shares since end of last year from rm1 to 60+ sen albeit he bought slowly..

All the retailers gone? hihihi..

Bought @65..

https://klse.i3investor.com/m/blog/icon8888/142611.jsp

Exceptional profit would be recognised soon?

https://klse.i3investor.com/m/blog/icon8888/144190.jsp

ANY news on CAPITAL 21?
Opening in August?

Maybe those followed the buy call 5 weeks ago then cutting loses thereafter. It is pitiful lor if my guess is true... Haiz..

The sellers like making money.. Just sell all the way down from 78sen for the last 5 weeks..

At 66sen, sure cutting losses already...

I really can't figure out why?

I think so KYY sold out and made quick profits otherwise why no more follow through comments etc..

Btw, it is cheap now but the drop is too gradual... No power to rebound..

Malton market Cap at current price of 51.5 sen is rm272 millions. Sales of the 49% stake of Pavillion BJC could be valued at Rm200 million to rm300 million, the Edge Property reported citing a source. LOL

If the deal comes true, I think it would have good gap up. Haha.

3iii

Can you name a few companies listed in Bursa which fulfill the criteria you mentioned above?

Thanks.

I actually want to CHECK what KYY is doing with his recommendations?

From where did you read or get that Mr Koon YY is accumulating?

So cheap.....

5% dividend yield if last year 2. 5 sen annual dividend is maintained..

The jewel in the Bukit Jalil City Project is the Bukit Jalil City Pavillion Mall. Unbilled sales of BJC CONDOMINIUM is more than RM1 billion which can last the company for the next 3 years. There is earning VISIBILITY for at least the next 3 years.

rogerlth （吉隆坡7日讯）消息传出，加拿大养老基金（CPPIB）与丹斯里林晓春持有的马顿（MALTON，6181，主板产业股）洽谈，有意收购柏威年武吉加里尔（Pavillion Bukit Jalil）购物广场高达49%股权。

How far malton share price will jump on Monday?
07/07/2018 19:16



https://www.edgeprop.my/content/1402940/canada-pension-plan-talks-buy-stake-pavilion-bukit-jalil

Hohup again higher than malton

TSR dl pl wake up!

Dead stock... Haiz... Haha

Now the Share price is lower than Hohup...
Ahhaha..

Holding well due to quite good dividend going EX on 30th May, today is CUM for the last day?

after EX dividend, let's see if the bulls or the bears were stronger...

Going to test the low @1.15

The results is a bomb and insiders pushed from 1.40 to 1.80 to unload, on the way up and down to 1.50, I believe.

Despite so much A&P spent in MENA market, sales dropped drastically!

No stock in this presently..

Commentary on future prospect in the 3rd Quarter results in Feb 2018.

Quote
"As explained in the previous quarter's Commentary on Prospects, we anticipate that similar performance conditions will remain
throughout the remainder of this financial year, i.e. with reduced sales due to some delays in new product launches. However, as
previously explained, going forward thereafter we anticipate positive performance as various new product launches roll out in
FY18/19. Relationships with our global customer base remain very strong and we are blessed with considerable current and future
opportunity from both established and new business relations.
As stated in our prior report, the current volume of product development requirements is good from a new business perspective, but
challenging from a resource and timing standpoint. However, following the structural changes within IQ's R&D resources we are
facilitating an acceleration of our new product development capabilities as we go forward.
This FY has proved to be very much a transitional year for IQ, but the future prospects and opportunities are positive from both an
ODM and Own Brand perspective and we remain excited about the future."
Unquote

Suspect the coming results not good as disclosed in the last Quarter results on the future prospects...

Please break 1.24/1.21 and will it go to see Miss Penny?
:(

But then how much is the cost for building Duke 3? The Govt may have different valuation?

I think the calculation is not completely correct because Ekovest took the rm3.64 billion bond and the cash has been paid to the company, Ekovest to build the DUKE 3 HIGHWAY. The cash is now sitting in Ekovest balance sheet.

If the Govt takes over and makes the said payment redeeming the bonds including the RM 3.64 billion bond meant for Duke 3, Ekovest has to complete building Duke 3 and hand over it to the Govt. It is not all FREE Cash..

Tony
@70sen it is cheap..
If you buy, you have to buy and forget and do not monitor it on daily basis... otherwise have to wait and monitor the monthly production volume to make your decision.

Yesterday an IB downgraded it from buy TP 1.40 to Neutral TP 0.80

when things turn better, I expect IB will upgrade... :)

Tony,

yes cash is building up because the palm oil mills are relatively new and depreciation of the plant and equipment is quite significant. For the ytd 9 months the depreciation charge is already
rm 88 millions. Going forward if there is no much capex requirement, cash flow would be good and better even if profit is not so good.

Capex for reforestation is about rm 20+ million per annum, quite minimal and reasonable.

Tony,

Medium term 6 to 12 months. I believe next quarter results should make profits already and then the price should reverse. It will probably make a bottom today, unless there is crash in the world market later. But then plantation stocks offer good earning visibility and solid assets.

The production figures in the last quarter, Jan - March, were bad as it was low season and heavy rain affected harvest of the crops and logging activities.

From AR 2016, Jayatiasa holds 1.7 million acres of forest concessions. Total land area under reforestation is 235, 858 hectare of which estimated plantable area is 140,377 hectare. At that time of reporting, 32,678 hectare planted for the reforestation. Maturity takes 12-15 years. Not sure how many years to go to majurity from now.

From AR 2017, Jayatiasa Concession log extraction quota for 2017/2018 Coupe year is 630,400 cubic meter. It is still quite significant. Last month April, log production was 28,400 cubic meter and FFB 82,038 as compare to 78,973Metric ton as compare to April 2017. Last quarter log prouduction was only 50,353 cubic meter and FFB 201,657 metric ton.

I can see a lot of upside potential.

I also hope to buy cheap but I don't think so...

JAYA TIASA HOLDINGS BHD ( 3751-V )
THIRD QUARTERLY REPORT FOR THE FINANCIAL PERIOD ENDED 31 MARCH 2018
Explanatory notes pursuant to MFRS 134 and Appendix 9B of the Listing Requirements
12
19 Group’s Prospects
We are cautiously optimistic on the recovery of CPO prices in view of the expected increase in
demand of CPO during the festive season despite concern of growing CPO stockpile with the
reinstatement of the 5% export tax.
We foresee higher FFB and CPO production from more maturing palm age profile during the high crop season in the coming quarter.

COMING QUARTER LOOKS GOOD!

The company may not require big capex going forward as it has already built 4 palm oil mills with combined capacity of 1.7mil MT FFB per annum... The future cash flow is expected to be good.

for an amount of rm98.9 million as compared to last financial year ended 30th June 2017..