Posted by takashi86 > 2017-05-15 10:52 | Report Abuse

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

Posted by cn21 > 2017-05-15 11:03 | Report Abuse

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...

AGREED...........

Posted by rch311 > 2017-05-15 11:10 | Report Abuse

c30, saw one single transaction buy 300,000 shares. disbelief..

Posted by takashi86 > 2017-05-15 11:15 | Report Abuse

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...

Posted by takashi86 > 2017-05-15 11:20 | Report Abuse

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.

Posted by dusti > 2017-05-15 11:27 | Report Abuse

After the T+4 has cleared, DRB will fly..............will you be there to enjoy the gains?

Posted by calvintaneng > 2017-05-15 11:37 | Report Abuse

Hi guys,

You all must think like Warren Buffet.

Bershire Hathaway is an investment company. The price rise of coca cola, mcdonald, walmart and others will benefit the company even though Warren does not sell any coca cola or walmart shares.

So is DRB

DRB means Diversified Resources Bhd

So like Berkshire DRB DIVERSIFY ITS INVESTMENTS INTO

PUSPAKOM
POS
BANK MAUMALAT
DEFTECH
ALAM FLORA
PROTON
HICOM
MODENAS
HONDA
ISUZU
MITSUBISHI
SUZUKI
YAHAMA
RESORTS
AIR CARGO PLANES
OTHERS
WAREHOUSING
OTHERS

SO THE RISE OF POS SHARE PRICE IS POSITIVE JUST LIKE THE RISE OF COCA COLA OR WALMART.

SO LEARN TO THINK NET NET AND TOTAL NET WORTH.

SELLING OR NOT SELLING POS DOES NOT MATTER.

WHAT MATTERS THE MOST IS POS KEEP ON RISING AND PULLING UP DRB

THE COMBINED WEALTH FORCES OF
PUSPAKOM
POS
BANK MAUMALAT
DEFTECH
WILL NEGATE ANY LOSSES FROM PROTON

DONT BE A FROM INSIDE THE WELL WITH SO NARROW AND LIMITED WORLD VIEW

LEARN TO SEE LIKE THE EAGLE

Posted by calvintaneng > 2017-05-15 11:38 | Report Abuse

Dont be a frog inside a well

Posted by takashi86 > 2017-05-15 11:39 | Report Abuse

@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.

Posted by Nelson Yoong > 2017-05-15 11:50 | Report Abuse

Still think FSP can go though! 70% to 30%,just like I bet on puncak and kps and won more than a million!!!

Posted by Nelson Yoong > 2017-05-15 11:55 | Report Abuse

CEO of DRB can't be that stupid,drb losing 100million a month, still stubborn!!!

Posted by Alex > 2017-05-15 11:56 | Report Abuse

strange ma...already mentioned foreign strategic 'partner'

sure means selling minority stake lo. If majority, means 'foreign strategic boss' haha

Posted by Alex > 2017-05-15 11:57 | Report Abuse

the phrase 'strategic' also means non-executive role lo.....that's why u got strategic officer something like that, can talk and advise only but do nothing.

Posted by Alex > 2017-05-15 11:57 | Report Abuse

but leh, i can't believe that i bought drb also, haha

Posted by takashi86 > 2017-05-15 12:06 | Report Abuse

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.

Posted by cinapeh > 2017-05-15 12:15 | Report Abuse

and DRB manage by a group lazy barbie

Posted by TrippleZ > 2017-05-15 12:16 | Report Abuse

Maybe call it Mini-Bershire

Posted by Alex > 2017-05-15 12:21 | Report Abuse

don't like that la, proton good ma, see i also drive iswara lmst, hehe

Posted by calvintaneng > 2017-05-15 12:25 | Report Abuse

Don't doubt. Follow Sifu Walter Schloss method

If Walter is alive he will pick DRB over Berkshire

Berkshire Price to Book Value is 1.377 times (So price is higher than Asset backing)

See

https://ycharts.com/companies/BRK.A/price_to_book_value

While DRB is at a Bargain Value of 0.27

So DRB is selling at Huge Discount

http://www.capitalcube.com/blog/index.php/drb-hicom-bhd-value-analysis-malaysia1619-march-21-2016/

Since we are DEEP VALUE INVESTORS WE WILL BUY DRB NOW OVER BERKSHIRE ANYTIME

Last time

Bought Jaks at 40 sen with NTA over Rm1.00
Bought Prestar at 46 sen with NTA over Rm1.00
Bought Masteel at 66 sen with NTA over Rm2.00

All gone up now!

So expect DRB to rise up near its NTA of Rm3.14!!

GO GO DRB!!!!!!

GO GO POWER RANGER!!!

Posted by nasaie24 > 2017-05-15 12:27 | Report Abuse

Sell sell. Rally over

Posted by calvintaneng > 2017-05-15 12:31 | Report Abuse

Posted by nasaie24 > May 15, 2017 12:27 PM | Report Abuse

Sell sell. Rally over


Nasaie24

You want to buy cheap?

Now is still cheap lah.

Don't regret not buying. Matter of time DRB shoot past Rm2.00 & all doubters, slow boat & softies will be all left behind!

Huhuhu!

Posted by Dexter150185 > 2017-05-15 12:31 | Report Abuse

Lol nasaie24 is a joker keep asking everyone to sell just so can accumulate lower

Posted by takashi86 > 2017-05-15 12:37 | Report Abuse

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.

Posted by takashi86 > 2017-05-15 12:37 | Report Abuse

What do you have?

Out dated youtube videos?
LOL....

Posted by takashi86 > 2017-05-15 12:39 | Report Abuse

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...

Posted by takashi86 > 2017-05-15 12:39 | Report Abuse

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

Posted by Dexter150185 > 2017-05-15 12:42 | Report Abuse

Wait for the geely announcement

Posted by nasaie24 > 2017-05-15 12:45 | Report Abuse

@Calvin My friends fund managers all say they wanna push higher but cannot because too many retailers because someone is promoting. Now they want to sell

Posted by nasaie24 > 2017-05-15 12:49 | Report Abuse

Last friday 2.00 already if someone didnt promote

Posted by cn21 > 2017-05-15 13:05 | Report Abuse

Someone wish to compare DRB with Berkshire.... i think it is hilarious!

because:

1. cinapeh: and DRB manage by a group lazy barbie......kind of agreed!
But most importantly it is led by politician appointed CEO, NOT hand-on CEO/business man.... Good Corporation need to have good leader such as Tan sri Teh of Public bank, Tan sri Jeffrey of Sunway...etc..

2. Takashi: 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.

3. DRB share always appreciate due to "rumor" and government contract; ...NOT... so much due to good management practice and real business performance....

Posted by Dexter150185 > 2017-05-15 13:11 | Report Abuse

Hopefully the deal with geely can be sealed this week

Posted by calvintaneng > 2017-05-15 13:15 | Report Abuse

I bought MyEg when GST was implemented. MyEg gave me 100% profit.

Why buy MyEg?

Because one Johor buddy complained that Govt raised his maid fees to over Rm100.

So wait one find day when Puspakom raise inspection fees for all cars and vehicles.

There are 21.25 million vehicles in Malaysia! Far more than foreign maid or workers.

Will Govt list Puspakom?

Posted by RojakInvestor > 2017-05-15 13:19 | Report Abuse

Honestly i dun even wanna be bothered or even see wat this calvin car salesman write or say. Just dun bother. He will always spew crap. Some truths mixed with crap.

Just buy at your own risks n ideas ppl. All the best

Posted by takashi86 > 2017-05-15 13:19 | Report Abuse

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...

Posted by takashi86 > 2017-05-15 13:26 | Report Abuse

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.

Posted by yming > 2017-05-15 13:54 | Report Abuse

Those do not has confident with Drb,better spend yr time at other counter. Why wasting yr time at here? If not,may be you all agree the view of point by calvin. Thats why so concern about drb..

Posted by Dexter150185 > 2017-05-15 14:01 | Report Abuse

When is the board meeting this week ?

Posted by takashi86 > 2017-05-15 14:25 | Report Abuse

@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?

Posted by takashi86 > 2017-05-15 14:26 | Report Abuse

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

Posted by Alex > 2017-05-15 14:44 | Report Abuse

drb macam yes. got comeback?

Posted by Alex > 2017-05-15 14:45 | Report Abuse

1.65 support, macam yes

Posted by Alex > 2017-05-15 14:45 | Report Abuse

1.7 resistance

Posted by Alex > 2017-05-15 14:50 | Report Abuse

c26 in 155 run 160 haha

Posted by yming > 2017-05-15 14:54 | Report Abuse

Takashi86. Yes,you are right. But i m not agree for personal attack.

Posted by Dexter150185 > 2017-05-15 14:56 | Report Abuse

Let's all pray for the best this week. May there be a fabourable deal with geely this week.

Posted by Alex > 2017-05-15 14:59 | Report Abuse

drb no show d, go see iwcity ekovest now, haha

Posted by titus > 2017-05-15 15:05 | Report Abuse

at least it recovers. Meaning, there is still demands in DRB. Dumb dumb hold 1st.

Posted by calvintaneng > 2017-05-15 15:09 | Report Abuse

Asian Property Mag says ECOMMERCE will replace Shopping Malls?

DRB/POS will capture the lion share of the shopping malls like Alibaba of China and Amazon of USA.

DRB GO GO GO!!

Posted by calvintaneng > 2017-05-15 15:10 | Report Abuse

THE NTA OF POS OFFICE IS OF IMMENSE VALUE WITH ASSETS AS OLD AS 200 YEARS AND AS PRIME AS IN THE VERY HEART OF ALL MAJOR TOWNS IN CITIES!

Posted by dusti > 2017-05-15 15:48 | Report Abuse

Approaching the T+4 moment. . After shaking off the weak holders, DRB will zoom. Strategic partnership is a given, so investors must be smart enough to know the imminent game . Let's see.