Dow is super volatile now..

Now you see, now you don't..
Haha!

Hope so... If this afternoon's buying power continues tomorrow and baring any negative influence from the US markets which is now at very critical level... It may collapse, mind you...

Investment needs lots of homeworks and patience.

I am quite confident it will be trending upward in the near future.. Only Supernatural beings will know tomorrow up or down! Wakaka!

Share investment is a serious long term business. To trade, you need some skills and luck in timing the market correctly

:)

Huge margin of safety in WCE because of its 40% stake in Bandar Rimbayu, the land value is about its market Cap now.

Technically very promising for Gamuda.
It already closed above 5.12
If it can hold above 5.12, it will challenge the next target 5.30...

Seems something is cooking.. Buyers have some urgency in collecting the shares this afternoon..

Hope for the best. Cheers!

Those shareholders have no allocations or funds to take up their rights might have joined in the sell down over the last 2 days. This could be one of the reasons for sell down and the price is depressed temporarily. There might have invisible hands in play forcing the price lower to accumulate. This is share market and buaya-s are abound.

A good indicator that the price is undervalued is that the CEO and his spouse had been buying recently for about 300K shares at prices from rm1. 00-rm1.15.

Thanks to all the bloggers in i3 for the informative write-ups

One has to digest the contents disseminated and not to follow blindly.

Cheers!

Bandar RIMBAYU
From IJM LAND AR 2014, FY ending 31/03/2014, the land measuring 81,846,191 sq ft, the book value as at 24/01/2014 (at the date of acquisition /date of valuation) is only
rm1, 258,269,000.

It is only rm15. 4 per sq ft only in the book.

WOW!

The current land value if we take @rm35 per sq ft, WCE's 40% of the SURPLUS ONLY would be rm1.14 billion, more that its current Market CAP, (1.003 Billion shares x current share price of 0.93)

The Value of the West Coast Expressway due for completion by 2019, with 60 years concessions, is FREE woh...

Oops... not green yet but with a small hammer .. Sellers are seen sparingly..

Hopefully already bottom...

:)

No worries!
Highly likely that it will turn green at the close of the day.
:)

Just because the company needs to raise equity for the project as expected, those "investors" threw out their shares.

Ha!

It is real opportunity for real investors..

Bought yesterday afternoon and this early morning!

Cheers!

Wong Tak Keong was never a Board of Director..
He was General Manager and subsequently Director of International Marketing...

Dato Low, the previous MD now elevated to Executive Deputy Chairman is one of the 3 founder members...

1.27 NO MORE ALREADY!
DOW UP 670 POINTS!!!

GAP UP !!!

This TOMBLACK promoting KESM in all the forums he is in..

ADMIN PLEASE TAKE NOTE TO REMOVE HIM

Shown the POWER!!!

188,800 on board buying..haha!

:)

Hooray! Hooray!
UP 11 CENTS!

Confirmed reversal

Cheers!

Share price determined by the strike prices of the expiring call warrants? Not by the fundamentals the shares? By market forces, pull or push, depending on which side is stronger? All the "investors" or market participants are "blind" or Sochai? Dance to the tunes of the musics in play?

hehehe.

Fair and level playing field?

Or is this actually the market forces in play?

Could they do it and push down to rm7 or slightly below rm7 by 30th this Friday?

1bit of 1sen meant rm56K...
10 bits 10sen, rm560K
50 bits 50 sen, rm2.8 millions

Can they do it to a counter with past Yr EPS of RM3.03?

This morning dropped 29sen meant already saved rm1, 624,000

Every bit of 1 sen meant rm56K upon settlement..

Am I right?

This Macquarie collected 16.8million, issuing 56 millions unit CG, if close @rm7.00 or lower on 30th March, dia Telan Semua!

Hengyuan CG expiring 30/03/2018.
Conversion/Strike price: rm7. 00
Conversion ratio, 10:1
Issue price :30sen
Issue Size :56 million units..
Issuer: Mavquarie

This could be the reasons for the drop...

Can't fight those IBs

蠢牛，没有水准的报告，请不要放出来，不要丢人现眼。。

Once it reverses, I will shoot. I bet that many will be thinking of the previous low prices and wait and wait... end up buy nothing... :)

It is too cheap not to buy already loh...

Dividend Yield is almost 10%

FY 2016 Dividend 11sen
FY 2017 Dividend 11.5sen
9M FY 2018 Dividend 9 sen

A consumer stock with repeat sales that is growing especially in the Middle East and North Africa for the export market...

Very difficult to resist buying...
hehehe..

Sellers, a spent force toward last Fri closing...
Just see if fresh sellers appear again to present better bargains and offer a big winfall for long term investors.

I am a buyer in waiting for the falling durians..
hehehe..

Wow! Dow dropped another 400 points!
Would this make people stop drinking Coffee and instead indulge in Whiskey? hahaha!

Consider good show already.
With Dow down by 700+ points...
It is commendable lah...
:)

Close @1.18 Volume 1,178,300
Price range of the day 1.15-1.18
A small hammer, hammering home?
:)

If the stock is good, no need to promote it in other forum lah...

Must behave please..

Haha

19 February 2018 Agriculture | Timber
Jaya Tiasa Holdings
Buy (Maintained)
Target Price: MYR1.40
Price: MYR1.04
Do Not Chop The Tree Just Yet Market Cap: USD257m
Bloomberg Ticker: JT MK
We recently met up with management and remain positive on Jaya Tiasa’s earnings outlook. We believe the market’s
concerns over its timber division are unwarranted, as we expect the higher selling prices to offset the impact of a
strengthening MYR. Our investment theses remain unchanged, as we believe that street continues to price the group’s
plantations division at book value despite the segment’s growing profitability. Jaya Tiasa is currently trading at 0.5x P/BV
and a steep 54% discount to RNAV. Maintain BUY and MYR1.40 TP (35% upside).
Favourable oil palm age to lift earnings. Post our recent meeting with management, we remain positive that Jaya Tiasa Holdings’
(Jaya Tiasa) earnings would be led by its plantations division, while its timber segment is likely to remain profitable – supported by
higher selling prices. The group’s FFB production is on track to meet our +14% YoY growth to 1.1m tonnes for FY18 (Jun). We
understand that Jaya Tiasa is currently facing labour shortages and, if this can be resolved, could potentially raise production by
another 10%. CPO spot prices are also broadly in line with our forecast, with an average of MYR2,626.00/tonne from Jun 2017 to end-
Jan 2018 (FY18F: MYR2,595.00/tonne).
Timber prices are rising on a supply glut. Log prices have remained resilient with Meranti logs being sold at USD269.00/cu m
currently (+31% YoY) due to a global supply glut. Our ASP assumption for FY18 is maintained at USD260.00/cu m (+19% YoY) as the
blended prices would be lower. This is given that a larger proportion of total production is now being sold to local players after the cut
in export quotas. Log production is being maintained at c.328,000 cu m (-21% YoY) for FY18F-20F, as we do not see a reversal in the
tightening of state regulations.
Plywood prices ticked up +3.7% QoQ in 1QFY18 to USD481.00/cu m. We maintain our plywood ASP assumptions of USD470.00 for
FY18F-20F (+5% YoY), as we expect prices to remain resilient. According to Japan Lumber, Malaysian plywood supply to Japan rose
+10.7% to 1.2m cu m in 2017. Local supply of plywood peaked in 2013 at 1.6m cu m, but has dropped considerably ever since. The
increase in plywood supply we have seen over the last two years can be attributed to the continued tightening in log exports – resulting
in more logs being directed towards plywood production. However, plywood companies have also subsequently trimmed overall log
production at the same time. According to the journal, Malaysia made up 41% of Japan’s total plywood imports in 2017.
MYR strengthening poses a key risk. A key risk to our earnings forecast is a stronger-than-expected MYR. Our sensitivity analysis
suggests that earnings would decline by 3.5-5% for every MYR0.10/USD strengthening. We expect the impact from a stronger MYR to
be largely offset from higher timber prices. We maintain our USD/MYR assumption of 4.00 for 2018 and 2019.
Corporate exercises in the longer term. We previously highlighted that a spin-off of Jaya Tiasa’s timber division as a possibility.
While management guided that this is not on the cards currently, our analysis suggests that any value-unlocking exercise could
remove the holding company discount and lift its share price to MYR2.03/share (pre-divestment/cum special dividends). This implies a
whopping 93% upside to the group’s current valuations.
Given the structural decline in the industry, management has also shared that it is assessing various opportunities, although there is
nothing concrete thus far. Jaya Tiasa is also not discounting the possibility of venturing into different business segments, should it
ensure sustainable earnings for the group in the long run.
Trading at deep discount – maintain BUY. In our 11 Jan note Deep Value Play, we highlighted that Jaya Tiasa is trading at a deep
discount of 54% to RNAV. In estimating the group’s historical RNAV, we have valued the timber division at book value, with its
plantation wing using a combination of both book value and ascribing a 15x P/E multiple. Our findings suggests that Jaya Tiasa’s
divergence in implied holding company discount can be attributed to the market continuing to value the group’s plantation division
using book value and ignoring the business’ growing profitability.
Jaya Tiasa is currently trading at 10.5x FY19F P/E against our forecasted 3-years earnings CAGR of 9.3% for FY18F-20F. We
maintain our BUY recommendation with an unchanged TP of MYR1.40 (35% upside). This is based on our SOP calculation of 1x P/BV
for its timber division and 15x P/E for the plantation segment. Our TP implies 13x FY19F P/E, which is in line with the group’s historical
3-year average (post-tightening of state regulations).
Source: RHB

Please do your homework lah....
The Capital 21 Mall does not belong to Gadang lah... Gadang only sold the land on a JDA, to collect 16.7% of the GDV of rm1.8 Billion.The cost of the said land was only rm31 million. Up to date Gadang has only collected rm60 million...

Once the mall is up, Gadang will be paid the balance and can book in the profits

Tomorrow panic buy lah..


Nah... Read this...

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

https://klse.i3investor.com/m/blog/kianweiaritcles/120572.jsp

This is interesting..
By Felicity dated April 2017

Only Dato Low sold...

The others didn't sell leh..

Since listing, no bonus issues or rights issues..

Minimum annual dividend since 2011 is 4.5 sen per share..

Thumbs up.

The current Executive Vice Chairman and former MD, Dato Low Chee Yen is holding 55,279,930 shares, down from 65,063,930

9,784,000 shares was disposed from his holdings since the reported date in AR 2017..

Will he continue to dispose?

If the directors are selling their direct or indirect interest, there will be announcements in the next few days....

Just wait and see..

If the annual dividend cut to 5 sen the yield at current price still is more than 4%, as good as FD..

No way for Director to exit via wife's account. The shareholdings in wife's account IS the Dircor's INDIRECT INTEREST as declared. ALL TRANSACTIONS IN WIFE'S ACCOUNT MUST DECLARE TO BURSA.

Yeah...
Tan Sri is laughing...

All those warrants converted last year before the maturity date paid a conversion price of 1.55 per share...

No wonder the directors kept buying lor..because now no need to surrender the warrants but the conversion price is also offered at a discount lor.. The directors are surely thankful to those who sold to them lah as they must be wondering what a steal lor..

Hehehe..

Tan Sri is laughing...

笑。。。
哈哈哈。

I want to buy more...
Pls drop in price.
Hehe

Value for money

Real Cheap

TP :1.65
AFFIN HWANG IB
01.03.18