Posted by calvintaneng > 2019-11-12 15:06 | Report Abuse

Kenanga owns the online trading arm of rakuten

Posted by birkincollector > 2019-11-12 18:31 | Report Abuse

support u on this Calvin lol

Posted by pang72 > 2019-11-12 20:33 | Report Abuse

Buy more Fintec la!!

Posted by calvintaneng > 2019-11-13 09:23 | Report Abuse

Pang72

Fintec as well as Netx and Cmsb are all undervalue

Cmsb has a long term advantage by virtue of 2 monopolies

1. Major cement player in East Malaysia with few competitors. Future supply to modernising Brunei.
Also Indonesia shifting its capital to kalimantan will see lots of demand for cement

2. Sacofa has a monopoly in Telco towers for broadband transmission. Especially all along the pan Borneo highway will all be wired up with fiber optic cables.

Cmsb also has the advantage of cheap hydro power. It was cheap hydro power that helped pm metal to be so competitive due to so cheap source of energy

Posted by calvintaneng > 2019-11-13 10:08 |

Post removed.Why?

Posted by TakeProfits > 2019-11-13 13:35 | Report Abuse

Cmsb too many businesses to control. We will see about this. Netx is living kurap....Someone let go soo many netx shares. All sor chais go and buy!!??

Posted by Chokhmah > 2019-11-13 13:40 | Report Abuse

@calvintaneng

I do agree that CMSB has monopoly in cement sector but it is limited only to Sarawak Region. However, currently cement sector is facing squeezed margin.

Secondly, Pan Borneo Highway is still far from completion, not to mention proper lighting along the highway. Therefore, the fiber optic thing is far from the vision.

This is just my two cents worth considering.

Posted by calvintaneng > 2019-11-13 17:02 | Report Abuse

Precisely Sarawak is still under construction

AND fiber towers are no up yet

These present wonderful room for expansion

Unlike dutchlady and f&n facing saturation. Govt taxing sugar is forcing F&n to go into milk production a very big way. This will eat into dlady margin

For cmsb it is a monopoly with vast potential for future expansion

I bought Lafarge at Rm2. 25 when I saw ecrl restarting

Suddenly Ytl took over Lafarge and then it was chased up to Rm4. 50 for a 100% upside

With so great potential ahead there is no telling some entity will also offer to take cbsb private

I think cmsb is worth more than Lafarge in intrinsic value

So I buy wherever and whenever I see value