CAHYA MATA SARAWAK BHD

KLSE (MYR): CMSB (2852)

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Last Price

1.35

Today's Change

-0.01 (0.74%)

Day's Change

1.34 - 1.38

Trading Volume

2,719,900


14 people like this.

9,674 comment(s). Last comment by sivapakiam311056 11 hours ago

AnsonLiew

2,251 posts

Posted by AnsonLiew > 2021-10-24 19:13 | Report Abuse

someone buought at high now wanna con new bie here


i dont want to mention his name la

later he get mad like crazy

hahahahahahaha

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 19:25 |

Post removed.Why?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 19:28 |

Post removed.Why?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 19:29 | Report Abuse

SPM guys also understand the Bursa announcements news... You don't understand ah? Boy boy.

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:02 |

Post removed.Why?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:12 | Report Abuse

We refer to the Company's announcements on 5 May 2021, 3 June 2021, 8 June 2021 and 2 August 2021 on the suspension of Mr Syed Hizam Alsagoff, the Group Chief Financial Officer of the Company and appointment of KPMG Management & Risk Consulting Sdn Bhd ("KPMG MRC") as the independent consultant to review the financial management of certain investment and contracts. Whilst KPMG MRC has completed its reports, the legal investigations of the said investments and contracts are still ongoing. The Company expects the complete results of the review to be announced by the end of October 2021.



Noting that the contract of Mr Syed Hizam Alsagoff as the Group Chief Financial Officer of the Company ends tomorrow (31 August 2021), the Board has today decided for the Company's General Manager, Group Finance, Madam Tan Mei Fung to continue as Head of Finance pending the recruitment of a new Group Chief Financial Officer.

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:14 |

Post removed.Why?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:17 | Report Abuse

CAHYA MATA SARAWAK BERHAD

Date of change 07 Aug 2021
Name DATO ISAAC LUGUN
Age 64
Gender Male
Nationality Malaysia
Designation Non Executive Director
Directorate Non Independent and Non Executive
Type of change Retirement


CAHYA MATA SARAWAK BERHAD

Date of change 08 Jul 2021
Name DATO ISAAC LUGUN
Age 64
Gender Male
Nationality Malaysia
Designation Non Executive Director
Directorate Non Independent and Non Executive
Type of change Others
Description Retired as Group Managing Director and redesignated as Non-Independent Non-Executive Director with effect from 8 July 2021.
Qualifications

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:28 |

Post removed.Why?

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 20:53 |

Post removed.Why?

AnsonLiew

2,251 posts

Posted by AnsonLiew > 2021-10-24 21:35 | Report Abuse

yes ah
betul kah
sure boh

hahahahahahahaha

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-24 22:01 |

Post removed.Why?

Targeted

2,604 posts

Posted by Targeted > 2021-10-24 23:03 | Report Abuse

Hard to get cheaper already........... Dont miss the boat....

Luckyboy88

405 posts

Posted by Luckyboy88 > 2021-10-25 01:15 | Report Abuse

# Treasurehunt,
U got Anson wronged, by saying he's a retiree.

Who Anson is?
A young ciku, any one try before? A guy in his early thirty, who spent most of his free time besides working into online games. Used GG Garena clients platform to play his favourite DOTA2 ( Defence Of The Ancients 2) either at home or cybercafé. Very familiar with characters such as SD (shadow demon), AM (anti mage), PA(phantom assassin) etc on their skills and ultimate power is. Guy with very small social circles, no romance and lonely who had big dreams but reluctant to work harder (find accurate facts, details, analysis) cos too indulged into games.

See how often he use GG in his comments. The word GG in e-game culture means :

Polite way : good game
Rude way : ur team lose, game over or finish, u guys sucks.

It's totally hearsay to say SD is a sarawak base company, where Karim started his career as mechanical engineer in Asean Bintulu Fertillizer s/b (1988) before setting up Serba Dinamik. SD HQ is in Seksyen 14, Shah Alam, Selangor.

By his logic, can we assume GRAB is Malaysia 1st unicorn startup since both founders Anthony Tan and Tan Hooi Ling are both born Majaysian with early office in Klang valley before become Singaporean?

In few days time, one will see great disparity in price movement for CMSB and SD, once SIR and KPMG report out.

1) cahaya price cont recovery, main point is damaged in CFO inflicted damage was minimum damage plus +ve catalysts budget 2022, sarawak's state election, recovery theme, big tender participation and asp increase.

I maintain, the ONLY villian is outgoing CFO.

2) SD, persistent downward movement cos lucky anticipate EY results mostly identical with KPMG.

TA for CMSB, price will be well supported at 1.39 and drastically up when report concluded.

Worst senario - 1.33 to 1.36, which I am glad to support with my extra funds.

*** all with profits or lesser lost are welcome to sell. Now 10m daily transactions waiting 4 u if one could not bear the risk/ reduce risk of the outcome RESULT. Negative sentiment diminish as date nearer to announcement.

LUCKYBOY TELL ONLY THE TRUTH!!!

Luckyboy88

405 posts

Posted by Luckyboy88 > 2021-10-25 02:52 | Report Abuse

I never step one more leg/bad mouth or show off in SD i3 forum for once's. If not because of needs to differentiate bet 2, I would not comment as it's non of my business.

SD holders : prepare for worst scenario

1) EY more the same as KPMG, another lv down from 52w low.
2) tough road ahead, very hard to find supports from creditors ( suppliers, bankers, bond holders)

*** Trust deficit, cost for projects financing goes higher and eat into net margin in order to be competitived thus reduce cash flow. It nature business model requires big capital row over before projects completed subject to 90/120 days term. Genuine receivable.

In contrast with CMSB, manufacturing plants ( cement, MPAS, Ferrosilicon) ALL PPE, are prebuild or invested and only need small capex to generate revenues. Sacofa rely on rental income, where else Tower building, new road/highway/Bridge/property developments are on project basis. It business structure branches out nicely to reduce risk of slow down in particular sector. Net borrowing stood at RM100M.

3) Institution investers or PP holders will shun this counter.

*** be prepared RI on the card. Dilution of shares.

the only O&G listed company I can think off to staged remarkable recovery is Hibiscus from SPAC (ZERO) to discovery of oil in Northern basin that recently declared dividend.

*** even than price of Hibiscus is still shy of its all time high around 2.8 and the time it takes to recover from lowest of 0.13 till today.

SD already gave a big clue proir SIR announcement :

1) CEO as Head of entity cum biggest shareholder behave like primary school boy to with hold his report card( many F and E) from parents. Suppose to be ready by 30th September.
2) shoplot Chairman, the loudspeaker act like church mouse. If good news, will be like Ayam bertelur riuh sekampong.

Only 1 man to blame :

Kasi Anda Ribuan Impian Malang!

He use kasi instead of bagi/beri as he is Is.... CONvert.

Rugi, buat perniagaan tak pandai boleh maaf. Tapi con con tak boleh lah.

monetary

4,447 posts

Posted by monetary > 2021-10-25 09:55 | Report Abuse

since when here started main flag? cms used to b a friendly forum.

Citadel00

633 posts

Posted by Citadel00 > 2021-10-25 09:55 | Report Abuse

ggdd

charlie chia

2,151 posts

Posted by charlie chia > 2021-10-25 10:01 | Report Abuse

OM Holding which 75% owned by OM Materials Sarawak and 25% owned by CMSB is planning CAPEX of RM373M for expansion due to demand of Ferrosilicon and pricing

AnsonLiew

2,251 posts

Posted by AnsonLiew > 2021-10-25 10:46 | Report Abuse

trap run b4 too late

Calvin882

1,562 posts

Posted by Calvin882 > 2021-10-25 12:06 | Report Abuse

This is a cruise instead of a boat

monetary

4,447 posts

Posted by monetary > 2021-10-25 12:07 | Report Abuse

alamak! fell into 1.5 trap. lol! fast2 get out or else will miss the 2.0 trap. wakaka....

Calvin882

1,562 posts

Posted by Calvin882 > 2021-10-25 12:22 | Report Abuse

On the course to break recent high

charlie chia

2,151 posts

Posted by charlie chia > 2021-10-25 12:34 | Report Abuse

Anson
Every counters you went in, all commented to RUN
Which counters ever you recommended to JUMP IN

Wyko

64 posts

Posted by Wyko > 2021-10-25 20:10 | Report Abuse

AnsonLiew ... hang pi main jauh-jauh boleh tak ?

Targeted

2,604 posts

Posted by Targeted > 2021-10-26 07:37 | Report Abuse

There will always be noisy empty vessels....

AnsonLiew

2,251 posts

Posted by AnsonLiew > 2021-10-26 11:24 | Report Abuse

run!!!!¡!!! market crash soon

Posted by Newbie20 > 2021-10-26 11:26 | Report Abuse

Ok thanks

treasurehunt

1,884 posts

Posted by treasurehunt > 2021-10-26 13:31 | Report Abuse

Luckyboy88. Not the first time bickering with him judging from the way of his responses in this forum. I know who he is. Hahaha

Luckyboy88

405 posts

Posted by Luckyboy88 > 2021-10-26 14:28 | Report Abuse

Let him say whatever he likes, after all this is public forum.

To me, end result matters. Stay focus.

Wyko

64 posts

Posted by Wyko > 2021-10-26 15:59 | Report Abuse

AnsonLiew ... why are you so stubbon !
Pi main Jauh-Jauh
Jangan buat kacau di sini.

AnsonLiew

2,251 posts

Posted by AnsonLiew > 2021-10-26 16:00 | Report Abuse

Wow!!!!!!!!!!!!!!!!!!somebig boy dispose just now must be someting bad coming lo


hahahahahahahha

wssvin

48 posts

Posted by wssvin > 2021-10-26 17:06 | Report Abuse

A man of no class....wonder why he behave like that {Bad heart}, like the whole world owed him something

wssvin

48 posts

Posted by wssvin > 2021-10-26 18:44 | Report Abuse

OMH’s Sarawak plant sees higher production in 3Q21 https://www.theborneopost.com/2021/10/26/omhs-sarawak-plant-sees-higher-production-in-3q21/ via @@theborneopost

CHLEONG888

924 posts

Posted by CHLEONG888 > 2021-10-26 21:21 | Report Abuse

Guess this poor guy got serious mental problem

iPlay

1,812 posts

Posted by iPlay > 2021-10-26 22:17 | Report Abuse

Today CMSB has no shows... but here in the forum there is clown performing shows......kikikiki

Wyko

64 posts

Posted by Wyko > 2021-10-27 09:46 | Report Abuse

This clown aka AnsonLiew, suruh pi main jauh-jauh, tapi dia tak mau.

Jenny

522 posts

Posted by Jenny > 2021-10-27 10:16 | Report Abuse

回调就是机会给你买入。别在犹豫啦,等下又靠北靠母的

monetary

4,447 posts

Posted by monetary > 2021-10-27 10:55 | Report Abuse

haha. those trapped at the rage of 1.6 to 2 are in dilemma now. sell or wait?

monetary

4,447 posts

Posted by monetary > 2021-10-27 10:56 | Report Abuse

bad sentiment today due to scib

Luckyboy88

405 posts

Posted by Luckyboy88 > 2021-10-27 11:18 | Report Abuse

I repeat, will be supported above 1.39 before KPMG reviewing. Just 2 and 1/2 trading days to go provided no further delay.

Ask yourself, CMS got problem submitting qr report? No right.

Repost : In few days time, one will see great disparity in price movement for CMSB and SD, once SIR and KPMG report out.

SCIB ( SD related) - drop 28.4% intraday
SD - save by the bell
CMS - drop 2%

See the difference??

Luckyboy88

405 posts

Posted by Luckyboy88 > 2021-10-27 11:19 | Report Abuse

Most important : always got EXTRA fund when market goes panic.

Jenny

522 posts

Posted by Jenny > 2021-10-27 11:21 | Report Abuse

以下重点就是为什么我会投资CMSB
Part A 传统生意
1) 洋灰Segment~垄断全砂市场是大哥大没人能够威胁他(近期洋灰起价对他有利,当然成本也跟着起价)

2)建筑材料 Trading Segment ~ 基本上砂州的基建材料都是他一手包办的。

3) 道路建筑和维护Segment ~ : 从子公司变成JV联营生意模式。 CMSB 占了49% PPES Works Sdn Bhd, 另外的51% 由 SEDC (Sarawak Economic Development Corporation)。SEDC不就是代表砂州政府咯。反正多买2%给SEDC 名义上是SEDC是大股东,其实是由CMSB管理层去管理的。呵呵,当然是为了更名正言顺的拿到砂州道路合约嘛。。也是属于垄断整个砂州的道路市场。

4) 房地产Segment ~ 不甘寂寞什么都要插一脚就对了,年年有钱赚。

Part B 策略投资生意

1) 电信塔基建和维护 Segment ~ SACOFA 是垄断全砂telecommunications tower 的公司。业务为建造电讯塔并向telco (celcom, maxis, digi 等) 出租 。
股权分布
CMSB 占有50% SACOFA, State Financial Secretary (砂政府) 拥 20.51%, Celcom 拥 15.12%, Sains 拥 7.57%, Yayasan Sarawak 拥 (6.80%)
5G 建设对他有利,也没对手。有也是弱鸡。

2) OM Sdn Bhd 是和 OM Holdings (Australia Listed Company) 在Samalaju Industrial的一个合资,主要生产 Ferrosilicon Alloys & Manganese Alloys. 厂房坐落在Samalaju重工业区,隔壁就是Pmetal啦。好处就是能够享用廉价的电力,低电费又能剩一笔了。呵呵

近期Ferrosilicon Alloys & Manganese Alloys的期货价钱升的很离谱。这个Segment 会大赚啦。

股权分布
CMSB 持有25%,75%由OM Australia 拥有。

4) Malaysia Phosphate Additives ~生产 Phosphate 和其他化肥产品。反正用途很广,工业,肥料,食品对会用到它啦。目前还没营运,因为MCO的关系严重影响到厂房建设的进度。不过2021尾会开始投入营运。

股权分布
CMSB 持有60%。

5) Kenanga, KKB 不多说。反正赚钱。

6) 砂劳越土保党一日不倒CMSB都会捞的满满啦。

7) 基本都是垄断生意,年年赚钱。

8) 管理层信心满满能够在2024年达到税前盈利 500m。

9) 股价已经从国阵执政期间高峰期一直滑落到现在徘徊在1.4块左右。从2018年希盟执政开始不被看好因为白毛可能被起诉,土保党的心连国阵所以被投资者无理的抛售,2020年又因为Covid,2021又因为 CFO 的问题,呵呵。现在这个价位真的物有所值!!!!

10) 看好国阵,UMNO会在下个选举旗开得胜。到时候CMSB就会如日中天!!!呵呵。


注意:
除非土保党输了州选,呵呵应该没可能。

Posted by winstonyeo > 2021-10-27 11:23 |

Post removed.Why?

monetary

4,447 posts

Posted by monetary > 2021-10-27 11:42 | Report Abuse

apa wayang tu? 3000 x 1 lot???

monetary

4,447 posts

Posted by monetary > 2021-10-27 16:07 | Report Abuse

I think the selling is some risk management protocol by some fund managers. Karim's case really worry them.

xiaoeh

2,641 posts

Posted by xiaoeh > 2021-10-27 16:19 | Report Abuse

Jenny还有投资什么公司?

Cactusgirl

115 posts

Posted by Cactusgirl > 2021-10-27 17:54 | Report Abuse

queue whole day unable to buy at 1.41...

lloydlim

3,969 posts

Posted by lloydlim > 2021-10-27 20:30 | Report Abuse

No large infrastructure projects to be announced this coming Friday.

SLLEE5732

359 posts

Posted by SLLEE5732 > 2021-10-27 23:47 | Report Abuse

Lucky boy

Is safe if I park my money in cmsb for mid term??

Posted by Rosen Stella > 2021-10-28 00:14 | Report Abuse

Cement price hike 1/11

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