Posted by Tesla123 > 2022-02-17 20:02 | Report Abuse

https://www.theedgemarkets.com/article/pharmaniaga-returns-black-4q-declares-five-sen-dividend

Posted by Tesla123 > 2022-02-17 20:05 | Report Abuse

Bplant, pharmaniage, affin all good profit, bousted share price start moving up, be patient

Posted by Tesla123 > 2022-02-17 21:24 | Report Abuse

4Q result more than 200 mil, possible?

Posted by Johnzhang > 2022-02-17 21:29 | Report Abuse

Yes, pharmaniaga made improved profits in 2021 and pay out 70% as dividend for the benefit of Bstead holdings.
Bplant is making multi folds increase of profit too and is expected to pay up very generous dividend too.
Watch out for Bplant instead.

Posted by winmal > 2022-02-18 12:12 | Report Abuse

based on Bstead all listed co's market value - Bstead should be above RM 1

Posted by Johnzhang > 2022-02-18 12:18 | Report Abuse

I think so. Bstead shall benefit from strong earnings and cashflow from its unit like Pharmaniaga and Bplant.

Posted by Plantermen > 2022-02-21 07:37 | Report Abuse

Bplant will be their core dividend contributor fior Bstead { LTAT}

Posted by Kon Lim Chai > 2022-02-22 11:52 | Report Abuse

QR of boustead will be released together with its subsidiaries/associate or after their release. Dividend policy minimum 70%. This coming QR should come with dividend

Posted by Kon Lim Chai > 2022-02-22 11:54 | Report Abuse

BHIC and Affin results still not out.

Posted by huatallplant > 2022-02-22 12:04 | Report Abuse

huat arrrrrrrrrrrrrrrr gogoogogogoogo hahahaha

Posted by winmal > 2022-02-23 15:44 | Report Abuse

coming q. result Bstead will have good profit ....

Posted by wellness > 2022-02-23 19:24 | Report Abuse

Don’t miss this golden opportunity

Posted by Kon Lim Chai > 2022-02-24 00:34 | Report Abuse

All the 5 divisions are doing better.

Posted by Kon Lim Chai > 2022-02-24 00:35 | Report Abuse

Key concern is the pty sector

Posted by fairyz > 2022-02-24 01:19 | Report Abuse

The son Bplant is the new star hitting mouth watering 1.xx range from 0.7xx

Seems the laggard market reflection finally fairly priced in? Congrats to those who jumped in and stays long!......do TP accordingly as own plan


The ultimate question still unaswered, what Boustead going to do for longterm......overall the 'conglomerate' still have a big debt @ high gearing to clear....

Posted by james70 > 2022-02-24 16:48 | Report Abuse

Value of their shareholding in Bplant(RM1.12), Pharma(RM0.83), Affin(RM1.75) and BHIC(RM0.46) is RM2.89B. No of Bstead shares = 2.026B. Value of these shares = RM1.43 vs Bstead share price at RM0.60.

Posted by Chua See How > 2022-02-24 20:40 | Report Abuse

From 1st March onward, believe that
Bplant, Pharma, BHpetrol (Business similar to PetronM), Digital Banks is 4 key factor will help to push Bstead's share price higher.

Posted by Johnzhang > 2022-02-24 20:45 | Report Abuse

Bstead will catch up once it resume dividend payment.

Posted by Noni > 2022-02-24 20:48 | Report Abuse

So deep value also they abort the privatization.... ha

Posted by Chua See How > 2022-02-24 20:58 | Report Abuse

@Johnzhang, don't dream too much. Got 7billion debt need to clear 1st.

Posted by DINGYEH > 2022-02-25 09:56 | Report Abuse

bn will bailout debts

Posted by Activetrader > 2022-02-28 10:07 | Report Abuse

will retest 0.8 in near future. just wait.

Posted by Tesla123 > 2022-02-28 17:43 | Report Abuse

Return to black

Posted by Mabel > 2022-02-28 19:33 | Report Abuse

Hohoho...

Meow Meow Meow

Posted by Johnzhang > 2022-02-28 19:37 | Report Abuse

It will naturally perform well when the main subsidiary like Bplant, Pharma and Affin do well. Share price will reflect the good results.

Posted by Tesla123 > 2022-02-28 21:46 | Report Abuse

TP 0.80

Posted by hhteeeugenic > 2022-02-28 22:09 | Report Abuse

no Dividend?

Posted by james70 > 2022-03-02 16:41 | Report Abuse

Quietly climbing to RM0.69.

Posted by Johnzhang > 2022-03-02 17:00 | Report Abuse

Bstead will have its day too. Just be abit more patient.

Posted by Activetrader > 2022-03-02 17:17 | Report Abuse

i had mentioned earlier TP0.80 just be patient.

Posted by Chua See How > 2022-03-02 18:18 | Report Abuse

Wish can hit RM1.60. 1st RM0.50 increase due to Better Result announced end Feb 22, 2nd RM0.50 increase due to Islamic Digital Bank Theme.

Posted by Tesla123 > 2022-03-02 19:05 | Report Abuse

PE less than 10, climb back to RM1 soon

Posted by VTrade > 2022-03-02 19:07 | Report Abuse

Divident 6.1%

Posted by Kon Lim Chai > 2022-03-02 21:26 | Report Abuse

Page 215 of AR2020 indicated dividend payout policy of minimum 70%. In view of this, i think it will declare close to dividend of 6 sen when 2021 AR is ready.

Posted by cheoky > 2022-03-06 23:05 | Report Abuse

5cents excluding one off gain to be declared upon AR this month

Posted by Johnzhang > 2022-03-22 14:22 | Report Abuse

According to Nazim, the SAA framework is
“The key idea of the SAA framework is to move away from investing largely in illiquid assets into more liquid assets

LTAT’s portfolio is highly concentrated, with 30 per cent and 16 per cent of about RM10 billion of assets under management (AUM) exposed to Boustead Holdings Bhd and its subsidiaries and Affin Bank Bhd, respectively, both of which (Boustead Holdings and Affin Bank) are deemed highly illiquid and not generating as much income as before, according to the fund.

Posted by Johnzhang > 2022-03-22 14:23 | Report Abuse

We have to guess what LTAT will do with Bstead.

Posted by Kon Lim Chai > 2022-03-23 17:49 | Report Abuse

From 1991 to 2014, dividend paid by LTAT had been at least 10%. Guess it should revive the past glory.

Posted by Johnzhang > 2022-03-23 19:38 | Report Abuse

What Nasim said to the press can mean LTAT will dispense off Bstead holding and LTAT will increase assets allocation in fixed income investmen. But how are they going to do it ? One possibility is to privatize Bstead based on share exchange with minorities eg Bplant or Affin share for Bstead share on certain ratio. In this way, there is no cash outlay from LTAT. Once privatized, LTAT has free hand to strip the assets gradually to recover maximum cash for balancing its portfolio.
As such, I think privatization plan is not dead and buried. Just my view

Posted by enciktal > 2022-03-28 21:02 | Report Abuse

Privatisation maybe one of the option for LTAT. Or they can look for other opportunities such as new partner in Boustead( Kuwait Alhajri )

Posted by enciktal > 2022-03-28 21:08 | Report Abuse

Bstead has already started to dispose some of their strategic assets. Affin Hwang DBS, Bplant landbank(Sarawak) and others..

Posted by ivanlau > 2022-03-28 21:14 | Report Abuse

Insider news, privatization price will set on rm 0.90 , today closing 0.645, good luck guys......

Posted by enciktal > 2022-03-28 21:18 | Report Abuse

I heard it was above rm1. If 0.90 also ok lor.. about 40% - 50% up from current price

Posted by Alibaba > 2022-03-29 14:09 | Report Abuse

privatization news already stopped long time la guys.

Posted by Tesla123 > 2022-03-29 17:41 | Report Abuse

Insiders keep buying slowly to prevent price shoot up.

Posted by Kon Lim Chai > 2022-03-30 10:51 | Report Abuse

Rights issue at 2.55 in 2016, followed by bonus issues. Both on 2 for 5 basis. What is the take out price in case of privatisation?

Posted by Karma4444 > 2022-03-30 12:26 | Report Abuse

Slow slow up

Posted by Kon Lim Chai > 2022-03-30 15:05 | Report Abuse

Final dividend 6 sen for 2021 bsased on 70% of EPS?

Posted by james70 > 2022-03-30 17:11 | Report Abuse

Cup and handle formation observed with a TP of RM0.83.

Posted by Tesla123 > 2022-03-30 17:17 | Report Abuse

Digital banking license, good chance to win.