morning all red troops here.. we duty in here done already.. we just set reload position only 2.38 reach at ask positon.. if they play around 2.40-2.54 we just relax n buat bodo jer even take a year in here still we maintain our positon.. stick on our reload call..
morning all red troops here.. we duty in here done already.. we will reload back if reach 2.38.. remember!! only reload at "ask" positon.. if they play around 2.40-2.54 we just relax n buat bodo jer.. even take a year in here still we maintain our positon.. stick on our reload call..
AGM hint next quarter can do better as PROTON sales better than last quarter. More new model coming and going to export more to Asian market. Looking good ! POS will turnaround soon as will increase postage fees soon.
DRBHCOM / 1619 (DRB-HICOM BERHAD) - came back from DRBHCOM's AGM. Here're some 15 points to highlight which I thought are important points:
Achievements 1) FY 2019 is the first time DRBHCOM reported profit before tax (2018 included the RM 1.1b government grant - without it, it would be at a loss) in the past 4 years
Proton (and Geely) 2) Proton doing very well in 2019. They launced 4 models this year and are voted #1 SUV, #1Sedan, #1 Service centre and #2 overall behind perodua. They were #4 less than a year ago. It's also noted that Proton is still loss making in FY 2019.
3) In March, Proton closed JV partnership with Al Haj to assemble and market Proton in Pakistan. In the agreement, DRB will not bear any capex for production line. Production capacity will be 25k per annum and Pakistani government will give incentive to Proton to be able to compete in pricing. In Pakistan, there are 17 cars every 1000 people.
4) Now DRB exports to Egypt Brunei Bangladesh, they target 1400 units of sale in 2019 but in the future, they expect international sales to constitute of 20% of proton sales. they have not move into China yet.
5) 3rd National Car Project - is not a threat as it's cars for export market while Proton is mainly domestic hence no significant impact if it ever takes off.
Automotive ex-Proton 6) DRBHCOM carry 7 other brands in which there are 11 new models across Audi, Honda, Mitsubishi, Isuzu, VW and Tata in 2019.
7) AVIS also breached RM 100m in revenue and now moving into leasing plantation vehicles
8) DEFTECH revenue and profit is RM908m & RM230m, for FY 2020, there are another 98 units of AV8 Gempita left to be delivered with orderbook of RM 1.5b. Furthermore, DRB had submitted tenders for maintenance repair and operations for existing and new military vehicles
9) CTRM revenue and profit is RM953m & RM60m. CTRM is a leading composite aero structure manufacturer in Asiapac, and is part of global supply chain for Airbus and Boeing and tier 1 suppliers. Contracts and orderbook is not static as they're highly dependant on customer annual production and order but CTRM is venturing into sub assembly and looking to increase capacity.
10) MODENAS - Need to turnaround the motorbike business. They have ventured into JV with Kawasaki taking 30%, and hope that it will have impact similar to Proton and Geely.
Services Division 11) Bank Muamalat (70% owned by DRB) is doing well, jotting down highest ever revenue & profit in 2019 (RM 1.3b and RM 240m)
12) POS MALAYSIA: POS is suffering from tariff which have not been increased for 10 years, they have new management with initiatives to turn them around and are working with government to fix the tariff.
Properties Division 13) DRB is moving away from residential into industrial property and concession businesses. such as ICQS - this has 28 years concession. Cost is 385m, Revenue received thus far from phase 1&2 is RM 13.5m per annum.
Corporate Developments 14) Sale of Alam Flora should be done early next year, currently awaiting state authority. There are also many parcel of land which DRB are disposing, many are currently at state authority awaiting approval. It should be done early next year
15) DRBHcom moving from Shah Alam to Tanjung Malim. This will have a capacity of 250k unit capacity per annum. Currently it's involved in production of Persona, Iris and assembly of x70 CKD. Shah Alam plant"maybe" for sale
Summary Overall, the new management team lays out a clear plan for the future, know where are their pain points (POS & MODENAS) and are trying to rectify them. They're also aware of future challenges (Electric Vehicle, competition from Vietnam).
It's no doubt that partnership with Geely had been a success thus far for Proton and the Group, although it's yet to be profitable. DRB have many quality assets and divisions imo, from Bank Muamalat to CTRM to Deftech to renown assembly line. DRB are also disposing alot of their assets and profit on disposal should be recognized in the future. All in all, came out from the AGM pretty satisfied.
Launched on 6 August 2019, the 2019 Saga is the latest chapter in a story that spans 34 years. Over 2,000,000 units have been delivered to customers in Malaysia and export markets, making it synonymous with the history of PROTON. The latest version has been comprehensively restyled and introduces features such as a 7-inch colour touchscreen, new centre panel, new meter combination display and up to 3 USB ports. These changes have proven to be popular with Malaysian car buyers as in just over a month, more than 13,000 bookings have already been placed, thus ensuring the continuation of the success story of Malaysia’s most popular car.
With more than 11,000 units delivered since it was launched on 23 April 2019, the Proton Persona is the best-selling B-segment sedan for June and July this year. Visually, its external design updates differentiate it from its predecessor and create a visual link to other Proton models. Inside, PROTON introduced an intelligent infotainment system, a first-in-class feature. Using an embedded eSIM card, it offers apps for music streaming, online navigation and voice recognition via a 7-inch touchscreen featuring a full colour display and 16GB of internal memory. Combined with better value-for-money pricing and comprehensive customer packages, the Persona is the perfect choice for families looking for a stylish, functional and connected family car.
The 2019 Iriz received 367 changes over its predecessor, signifying a major improvement in all aspects. PROTON’s race-winning hatchback was given aggressive new styling at the front and rear of the car as well as a new interpretation of the ethereal bow and infinite weave grille, making it stand out on the road. The Iriz also features the intelligent infotainment system used on the Persona and therefore offers the same connectivity options as its sedan sibling. By combining improved quality and refinement with higher equipment levels and a fun to drive character the Iriz has won many new fans, which is reflected in sales increasing by three times over the previous model.
Change in the Interest of Substantial Shareholder (201909123600161) Company Name DRB-HICOM BHD Stock Code / Short Name 1619 / DRBHCOM Date & Time Announce 12/09/2019 07:00:01 AM Subject Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
Content Substantial Shareholder's Particulars Name : EMPLOYEES PROVIDENT FUND ('EPF') BOARD Address : TINGKAT 19, BANGUNAN KWSP JALAN RAJA LAUT 50350 KUALA LUMPUR Wilayah Persekutuan Malaysia NRIC/Passport No/Company No. : EPF ACT 1991 Nationality/Country of Incorporation : Malaysia Descriptions(Class & nominal value) : Ordinary shares
Name & address of registered holder You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment,please access the Bursa website at http://www.bursamalaysia.com
Details Date of Change No of shares Price Transacted(RM) Transaction type 06/09/2019 580,100.000 0.000 Acquired
Description of other type of transaction : Circumstances by reason of which change has occured
Nature of interest : Direct Interest Direct (units) : 147,845,997 Direct (%) : 7.648%
Total no of shares after change : 147,845,997 Date of notice : 10/09/2019
Remarks You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com
Change in the Interest of Substantial Shareholder (201909123600092) Company Name DRB-HICOM BHD Stock Code / Short Name 1619 / DRBHCOM Date & Time Announce 12/09/2019 07:00:01 AM Subject Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
Content Substantial Shareholder's Particulars Name : EMPLOYEES PROVIDENT FUND ('EPF') BOARD Address : TINGKAT 19, BANGUNAN KWSP JALAN RAJA LAUT 50350 KUALA LUMPUR Wilayah Persekutuan Malaysia NRIC/Passport No/Company No. : EPF ACT 1991 Nationality/Country of Incorporation : Malaysia Descriptions(Class & nominal value) : Ordinary shares
Name & address of registered holder You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment,please access the Bursa website at http://www.bursamalaysia.com
Details Date of Change No of shares Price Transacted(RM) Transaction type 05/09/2019 1,375,400.000 0.000 Acquired
Description of other type of transaction : Circumstances by reason of which change has occured
Nature of interest : Direct Interest Direct (units) : 147,265,897 Direct (%) : 7.618%
Total no of shares after change : 147,265,897 Date of notice : 06/09/2019
Remarks You are advised to read the entire contents of the announcement or attachment. To read the entire contents of the announcement or attachment, please access the Bursa website at http://www.bursamalaysia.com
1-1st squad now holding 100% share back after success reloaded yesterday.. avrrge per share at 2.44++ 2-2nd squad still holding 43% share avrrge per share at 2.46 3- 3rd squad still holding 43% share avrrge per share at 2.46 4-4th squad was sent to armada district..
red troopers always play with own style.. we dare to fight until winner be our crown..
================== after got all input about current situation.. paktua will maneuver all his red stock legions entire klse kingkom and now. will upgraded all red stock army into a new positions..
all platoons will upgraded.. In each platoons will have 4 squads units in each squad there are 7 troopers
in each squad led by.. 1 Sargent,1 Corporals 1 lastcorporal.. and 4 brave troopers..
on each platoons will have rm7m ammo.. an every squad will have rm1.75m ammo, each troopers will be provided with rm250k ammo..
with 220 red stock troopers on the 32 squards into 8 platoons including1 reserve platoon.. with 3 squads inside.. on paktua commands..
tut tut now entire red stock legions with strength 8 platoons and with rm55m ammo ready to war all around klse kingdoms.. 29/08/2019 6:26 AM
======================= paktua mobilise his entire army here..
here all previous platoons will set as a squad.. from now here will lead by 3rd platoons..
on previous in here already have.. 1st,2nd and 3rd platoons (prevuosly was setup as a 3rd,4th and 5th platoons on positon rank entire red stock legions).. and 3rd platoons already holding 696.2+k unit avrrge at 2.49++ and..they use entire ammo they have in here..
mean while 1st and 2nd platoons also spend an average 43% total ammo they have.. each platoons hold 305k unit an avrrge at 2.46.. which mean they still have 57% balance ammo to spend..
now with new upgraded teams.. here will lead by 3rd platoons.. all privious platoons will set as a squad.. so will have 4 squad in here..
before here already have a teams take a position.. so previous 3rd platoon will rename as 1st squad.. 1st platoons will rename as 2nd squad.. 2nd platoons will rename as 3rd squad.. 4th platoons will rename as 4th squad..
mean while 1st,2nd and 4th squad will take action later.. now with news mobilsion army position in here paktua will ride more stronger from before..
tut tut was told not blindly ride.. we're real red stock army all set properly detials.. 29/08/2019 6:53 AM =======================
======================= morning too all red stock troopers..
now let take order now review back orders maintained buy call as a below..
today paktua set squad position at couple battle point.. 1-2nd and 3rd squad will put on final battle point at 2.35.. 2- 4th squad will set at 2.37-2.38 battle point with 43% ammo will use..
today let ride..paktua n red stock legions never give up here..
tut tut even was say today will relax.. 30/08/2019 8:15 AM ======================= done 1st squad manage sold back 57% share on hand at 2.52,2.51.. secure back capital just released the burden.. its tactical step only for more abilities to fight later... with return back big some ammo 3rd sequad will be set back buy call at 2.35-2.40 to avrrge down back level share was hold..
tut tut mobilise his army 30/08/2019 11:01 AM ======================= manage sold and release back.. 1st squad from death position..
now all troops back on track at strong position.. they will stick on battle plan here.. now paktua done here.. all troopers back to life..
tut tut troopers stand positions.. 30/08/2019 12:01 PM =======================
morning to all red stock troopers.. today paktua review all red stock army position..
red troopers stand to take position order!!..
today paktua will deploy back all 3rd platoons to new position.. with strength 28 troopers provide each squard 1.75m ammo(each troopers will have rm250k ammo) its means entire 3rd platoons will have rm7m ammo ready to war today..
red troopers ready to take position order!! today paktua will set all squads to a new position at couple battle point.. today paktua set squad position at couple battle point.. 1-1st squad will put on final battle point at 2.38 with 57% ammo their have.. 2- 2nd,3rd and 4th squad will set at 2.37-2.38 battle point with 47% ammo will use..
paktua n red stock legions still fight and will never give up here..
tut tut let battle begins.. 03/09/2019 8:26 AM ======================= morning all red troops here.. we duty in here done already.. we just set reload position only 2.38 reach at ask positon.. if they play around 2.40-2.54 we just relax n buat bodo jer even take a year in here still we maintain our positon.. stick on our reload call..
tut tut wat bodo jer 10/09/2019 8:29 AM ======================= morning all red troops here.. we duty in here done already.. we will reload back if reach 2.38.. remember!! only reload at "ask" positon.. if they play around 2.40-2.54 we just relax n buat bodo jer.. even take a year in here still we maintain our positon.. stick on our reload call..
tut tut wat bodo jer 11/09/2019 8:37 AM ======================= yes done 1st squad from 3rd platoons manage to eat back from 2.38-2.39,2.40 will eat more if down more
tut tut always stick with own methods 20/09/2019 11:05 AM =====================!
tut tut done up date flow red stock army until now
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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....
yoyo
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Posted by yoyo > 2019-09-06 11:19 | Report Abuse
jatuh dan bangkit semula, akan pecah RM3 kali ini