Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil
It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.
This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.
My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.
Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.
So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.
The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17 02/03/2018 14:21 02/03/2018 14:44 RickyHo diam la luoli !!! just like a fly ...here is sumatec not hengyuan!! no oil company !
Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil ! all lets change to counter hibiscus !! better alot
It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.
This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.
My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.
Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.
So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.
The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17
louli come here want to make profit back after she got burnt badly at hengyuan! also want money want show her naked for money.. can.. can give money! but so u have aids answer that 1st!
Diu...still keep yelling how many billions oil reserve ala ? sumatec need to show real result after all these years empty talking.
coecoe Sumatec is not valuated because of Q report but because of future prospects which are simply great. Everybody could easily calculate the estimated margin based on #barrels produced (ca. 1.5 mio in 2019, based on 50% share!) and margin (with current oil price minimal $ 30). This gives roughly a margin of Rm 180mio or 4 Sen per share!!!! This is even much cheaper than the appraised HengYuan!!!
AN SRI HALIM BIN SAAD 29-Jan-2018 Disposed 195,600 0.000 View Detail TAN SRI HALIM BIN SAAD 26-Jan-2018 Disposed 18,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 25-Jan-2018 Disposed 15,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 24-Jan-2018 Disposed 93,804,400 0.000 View Detail TAN SRI HALIM BIN SAAD 14-Apr-2017 Disposed 14,200,000 0.070 View Detail TAN SRI HALIM BIN SAAD 13-Apr-2017 Disposed 9,570,000 0.070 View Detail TAN SRI HALIM BIN SAAD 10-Apr-2017 Disposed 6,076,200 0.075 View Detail TAN SRI HALIM BIN SAAD 07-Apr-2017 Disposed 3,000,000 0.075 View Detail TAN SRI HALIM BIN SAAD 06-Apr-2017 Disposed 25,500,000 0.071 View Detail TAN SRI HALIM BIN SAAD 05-Apr-2017 Disposed 22,500,000 0.073 View Detail TAN SRI HALIM BIN SAAD 04-Apr-2017 Disposed 10,000,000 0.070 View Detail TAN SRI HALIM BIN SAAD 04-Jan-2017 Disposed 6,000,000 0.090 View Detail TAN SRI HALIM BIN SAAD 03-Jan-2017 Disposed 8,000,000 0.085 View Detail TAN SRI HALIM BIN SAAD 29-Nov-2016 Others 19,000,000 0.052 View Detail TAN SRI HALIM BIN SAAD 28-Nov-2016 Disposed 77,731,000 0.050 View Detail
Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil ! all lets change to counter hibiscus !! better alot
Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana
Nenek-nenek si bongkok tiga Siang mengantuk malam berjaga Mencari cucu dimana ada Nenek ku kahwin dengan anak raja
Begitulah cerita orang lama-lama Tapi ia semua disalahguna Mencuri mencabul merompak menipu daya Itulah hantu-hantu yang ada di zaman kita
Duduk di kaki lima untuk mencari mangsa Kalau dah jumpa operasinya terus bermula Duduk disini salah,duduk disana salah Dimana-mana kalau dah jumpa apa sahaja
Cucu-cucu tak dapat lari Nenek tua banyak sakti Sekarang nenek nak cari ganti Siapa yang kena dia yang jadi
Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana
Ada hantu jangan nak merapu Mulut cabul kena baru tahu Ku nampak kulihat gelap depan mataku Mengilai-gilai meremang bulu tengkuk ku Jembalang jin,iblis dan setan Semua ada dan jangan jadi ikutan Jangan dikawan nanti kau pula di makan Dengan siulan cepat lari lintang pukang
Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil ! all lets change to counter hibiscus !! better alot.......die at sumater ...win win at hibiscus
General Raider give guidance to dumb dumb investors, to avoid them same fate like ahmoi selling hengyuan at rm 3.66, bcos of 3iii & naysayers and pondans sweet sell talk mah....!!
Raider advocate longterm investment like the china fund mah...!!
General Raider; The reason are as follows the IB is desperately driving down the price as their current called warrants are due for price determination, thats why they want hengyuan price lower loh...!!
Yes the china fund are still collecting, but they are not goreng funds, they are long term value funds.
So a lower hengyuan price, allowed them to collect cheap more loh..!! So if IB drive down hengyuan, no issue to them, bcos it is an investment opportunity if price is down loh...!!
Given the IB and China funds wants lower hengyuan share price, how come hengyuan is consolidating at Rm 15.00 and not much lower price like the naysayers wants , like rm 9.00 to rm 13.00 leh ??
General Raider ans: The china funds are not only one single funds, it make up of many funds all have the objective of heeding China govt of expanding their investment oversea loh..!! As the funds are not talking to each other on coordinated manner, like a single fund, thus most of them willing to invest in hengyuan independently at fair price like rm 14.00 to rm 16.00, bcos they are worried once q4 out they will missed out big on hengyuan, if they have low position mah...!! So even IB press down the share price down, the share price don't really down alot loh, in fact it rebound later bcos china funds are buying loh...!!
General Raider advice u to hang tight, don let pondans, pondan u loh...!! $$$$$$$$$$$$$ coming mah....!!
It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.
This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.
My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.
Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.
So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.
The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17
Well says! Absolutely correct... but if there is a chance of fire-sale, what's the impact on its share price, how long it took and the opportunity cost, and what's are the odd it can sell at valuated / desired price? It still need bear some minor loses (assessment fee etc) over years until it get sold. For SW, due to it's mixed ownership, the sales will be more complicated. (SW purchased @ 724mil while current valuation ~ 583mil)
One should very clear on their portfolio allocation and investment strategy... dont take me wrong; i'm not promoting park the allocation of dividend portfolio to growth stock.
When it fall around 1.1x, i was so tempted to buy back with my capital gain, and treat it as free shares, and I asked myself
a> For long terms (5 to 10 years span at least), at current landscape, is CMMT pose higher risk compared to other like REIT.
b> On dividend portfolio front, what my objective? Peace of mind or maximize the potential capital gain on CMMT, what was the feel like on hunting the opportunity letting go CMMT since last 2 years back.
c> If looking for 7%+ dividend for long run, is there any other option?
d> What are the chances DPU slip further in next few quarters.. (Interest hike and harder to secure new tenant due to exceed offering, while existing tenant is leaving...eg: Parkson moved out SW lately).
e> What's are the chance CMMT management make a turn around in such competitive and stiff environment against other retail mall player.
f> Why huge sell off recently by institute player and their entry price is low actually... (eg: EPF was cornerstone investor during IPO).
g> How's the institute players act lately on CMMT counter.. (eg: KWAP & EPF keep dumping CMMT, while EPF do increase their Axreit portfolio)
h> Why CMMT management do additional listing back as the way to pay CMRM's management fee in Sept 17. Isn't that resonate they're in tough situation and so desperate to make acct looks good.
p/s: Someone was sold 13 mil share @ 1.02 yesterday last minutes before closing and noticed some short term trader from i3 trying to make profit on this stock too.
NOTE: Just my 2 cents.. I could be totally wrong and one may make an handsome profit by vesting into CMMT at current dip. * a) The one high risk is SW, due to its problematic stratified unit that it doesn't own. If own the whole property, the better alternative may be tearing down and rebuild into new mall, hotels or any other commercial. Mind that SW's land is indeed very valuable due to its location. Other malls like Gurney, actually it is pretty steady.
c) There is no dividend stocks or growth stocks that can yield more than 5%, (excluded one off special one). That's why reit with >7% yield seems attractive provided they can have consistent DPU.
d) highly DPU may slip, due to drag of SW, as well as not much rental revision upwards potential for others.
e) CMMT has quite strong and good management based on its track record.
f) Fund manager react to its fund movement, and trend. They overbought reit until yield fall to 4% when QE at its height time. Now doing the reverse when interest rate starting to rise. Typically fund manager will sell aggressive when a particular industry, stock near term future seems gloomy.
h) Many fund managers are getting their fee based on new unit issued/listing, instead of receiving in cash. If they are not doing a good job to maintain DPU, in directly they are paid lesser, as their unit worth become less. While it free up reit cashflow and a little bit extra DPU for shrareholders.
AN SRI HALIM BIN SAAD 26-Jan-2018 Disposed 18,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 25-Jan-2018 Disposed 15,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 24-Jan-2018 Disposed 93,804,400 0.000 View Detail TAN SRI HALIM BIN SAAD 14-Apr-2017 Disposed 14,200,000 0.070 View Detail TAN SRI HALIM BIN SAAD 13-Apr-2017 Disposed 9,570,000 0.070 View Detail TAN SRI HALIM BIN SAAD 10-Apr-2017 Disposed 6,076,200 0.075 View Detail TAN SRI HALIM BIN SAAD 07-Apr-2017 Disposed 3,000,000 0.075 View Detail TAN SRI HALIM BIN SAAD 06-Apr-2017 Disposed 25,500,000 0.071 View Detail TAN SRI HALIM BIN SAAD 05-Apr-2017 Disposed 22,500,000 0.073 View Detail TAN SRI HALIM BIN SAAD 04-Apr-2017 Disposed 10,000,000 0.070 View Detail TAN SRI HALIM BIN SAAD 04-Jan-2017 Disposed 6,000,000 0.090 View Detail TAN SRI HALIM BIN SAAD 03-Jan-2017 Disposed 8,000,000 0.085 View Detail TAN SRI HALIM BIN SAAD 29-Nov-2016 Others 19,000,000 0.052 View Detail TAN SRI HALIM BIN SAAD 28-Nov-2016 Disposed 77,731,000 0.050 View Detail
It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.
This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.
My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.
Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.
So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.
The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17
Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil ! all lets change to counter hibiscus !! better alot.......die at sumater ...win win at hibiscus
don't over-blown Halim Saad shares sales. I think only 10m in 2018. First it is normal for Ceo to sell shares to cover Bank interest on his personal Loan, Shares Margin account especially when Sumatec is NOT paying Dividend. Ceo--Tony of AirAsia sell some shares yearly for his personal perusal even AirAsia give Dividend every year
TAN SRI HALIM BIN SAAD disposed of so much shares. Is he another suai-chai like Azman bin Karim who sold off all his shares and leave the share-holders high & dry?
Posted by RickyHo > Mar 2, 2018 04:49 PM | Report Abuse TAN SRI HALIM BIN SAAD 26-Jan-2018 Disposed 18,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 25-Jan-2018 Disposed 15,000,000 0.000 View Detail TAN SRI HALIM BIN SAAD 24-Jan-2018 Disposed 93,804,400 0.000 View Detail ………
It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.
This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.
My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.
Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.
So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.
The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17
Read The quater Report page 4 B1 .....the revenue was delivered from the gas development contract billing !!!!!!!!!!!!! cheater story company!! no oil no oil no oil ! all lets change to counter hibiscus !! better alot.......die at sumater ...win win at hibiscus
First of all Halim Saad is just a Umno boy. He doesn't has "100m" or 50m CASH to buy Sumatec shares....he got the money from a Bank Loan and Sumatec shares are used as collateral. When Sumatec price keeps crashing, Bank will ask Halim to topup with Cash. If he doesn't has cash, Bank will liquidate part of holdings to cover back. Bcoz i don't know who is selling Halim Saad share, (Bank Or Himself)------i wish not to comment further
LuoLi Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana
Nenek-nenek si bongkok tiga Siang mengantuk malam berjaga Mencari cucu dimana ada Nenek ku kahwin dengan anak raja
Begitulah cerita orang lama-lama Tapi ia semua disalahguna Mencuri mencabul merompak menipu daya Itulah hantu-hantu yang ada di zaman kita
Duduk di kaki lima untuk mencari mangsa Kalau dah jumpa operasinya terus bermula Duduk disini salah,duduk disana salah Dimana-mana kalau dah jumpa apa sahaja
Cucu-cucu tak dapat lari Nenek tua banyak sakti Sekarang nenek nak cari ganti Siapa yang kena dia yang jadi
Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana Hantu,mana hantu ada hantu,mana-mana
Ada hantu jangan nak merapu Mulut cabul kena baru tahu Ku nampak kulihat gelap depan mataku Mengilai-gilai meremang bulu tengkuk ku Jembalang jin,iblis dan setan Semua ada dan jangan jadi ikutan Jangan dikawan nanti kau pula di makan Dengan siulan cepat lari lintang pukang 02/03/2018 15:43
New IPO: Building management systems (BMS), solar thermal systems and energy-saving services provider, Solar District Cooling Bhd aims to list on the Ace Market!
MQ Trader 903 views | 6 d ago
0:17
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
RickyHo
418 posts
Posted by RickyHo > 2018-03-02 15:04 | Report Abuse
one ppl register many account name promoter...... sure boss give u big angpao