Posted by Steven Yong > 2014-10-08 15:40 | Report Abuse

NAARA is meant for cement plays

Posted by Cowboy > 2014-10-08 16:54 | Report Abuse

Look at Tasek, Narra will just like that 3 years later.

Posted by hevea > 2014-10-08 17:20 | Report Abuse

buying opportunity for long term investor !

Posted by Steven Yong > 2014-10-08 18:43 | Report Abuse

Just buy and hold. Expansion means biz good.

Posted by Steven Yong > 2014-10-08 20:41 | Report Abuse

after hlind, all in jobst.

Posted by hevea > 2014-10-09 08:01 | Report Abuse

Expect strong rebound !

Posted by Steven Yong > 2014-10-09 08:06 | Report Abuse

another 3 more days to go

Posted by Novice168 > 2014-10-09 10:37 | Report Abuse

Narra is 4.30 now; but HLind is still 7.70? WHY ? If I have spare cash will buy some more.

Posted by bearguy > 2014-10-09 11:02 | Report Abuse

why hlind is trading at such low price? when every news is confirmed alrdy

Posted by Steven Yong > 2014-10-09 11:14 | Report Abuse

why? many weak holders loh. Speculators

Posted by hevea > 2014-10-09 11:35 | Report Abuse

looks like someone playing up and playing down

Posted by bearguy > 2014-10-09 12:06 | Report Abuse

hmmm... ex date is soon but all still dumping share. Maybe the HLIND is just not worth at this price.

Posted by DANIELSKS > 2014-10-09 13:54 | Report Abuse

HLI FY2014 eps is 0.54 and dividend is 0.25. Narra's projected eps for 2015 is 0.23. Tasek and Lafarge PER is above 20. Did the maths and am still collecting.

Posted by Steven Yong > 2014-10-09 14:01 | Report Abuse

After ex expect it to drop more. So many selling now to price in the profit. If not later get narra also drop in price, then die.

Posted by DANIELSKS > 2014-10-09 14:21 | Report Abuse

HLI will definitely drop on the ex-date as the reference price only adjust for the par and not market value of Narra. It depends on how much it will drop. If it can stay above RM5 and assuming that you can dispose of your Narra at above RM4 when it's credited into your account, the margin is still substantial.

Posted by 8wpwtmt8 > 2014-10-09 14:28 | Report Abuse

I don't think Narra can stay above RM4 on the 29.10.2014 which is 13 market days from now. RM0.23 X 10 = RM2.30 is more possible.

Posted by DANIELSKS > 2014-10-09 15:00 | Report Abuse

Narra will probably weaken due to the new shares issued but I don't think it will go below RM3 bearing in mind that it's peers are trading at 20x PER. If it really dips to as low as RM2.30, grab as much as you can.

Posted by bearguy > 2014-10-09 16:21 | Report Abuse

hlind drops below 7.60 alrdy

Posted by happyman > 2014-10-09 16:26 | Report Abuse

some big hand has been selling ....dunno who ?

Posted by happyman > 2014-10-09 16:38 | Report Abuse

pricing a 4.50 HLI n 3.00 narra ?

Posted by bearguy > 2014-10-09 16:40 | Report Abuse

quek?

Posted by bearguy > 2014-10-09 16:40 | Report Abuse

any one know the support level?

Posted by DANIELSKS > 2014-10-09 16:45 | Report Abuse

A lot of folks are not prepared to hold till the ex-date as they are unsure about the price after that. When there is uncertainty there is fear.

Posted by bearguy > 2014-10-09 16:48 | Report Abuse

becoz narra drops alot as well

Posted by 8wpwtmt8 > 2014-10-09 16:50 | Report Abuse

Yes, especially with the constraint of Narra shares given 8 market days after the entitlement date. Anything can happen within such a long period of time.

Posted by DANIELSKS > 2014-10-09 16:51 | Report Abuse

Yes, that's a big contributing factor. However I still have trust in the fundamentals though it might drop further tomorrow.

Posted by happyman > 2014-10-09 16:54 | Report Abuse

someone is pushing up narra share with a 50 lot on closing and selling big in HLI the whole day , why ?

Posted by 8wpwtmt8 > 2014-10-09 16:56 | Report Abuse

Narra closed at RM4.30 with 50,000 unit transacted at that price, far above the last transacted price of RM4.13. It is like right hand sells to left hand of the same person. Don't know what is Quek up to?

Posted by DANIELSKS > 2014-10-09 17:08 | Report Abuse

If I were him I would probably let it drop until the last day before the ex-date. Then I would collect at the lower price as I know my company real value.

Posted by bearguy > 2014-10-09 17:11 | Report Abuse

someone keep pressing down the narra, then HLIND fear and started to dump HLIND. However, closing someone eat up narra price. If the cycle keep going for tmr, i cant imagine for HLIND share price. Ppl are too fear. Narra closing always not the Low price of the day!!

Posted by Steven Yong > 2014-10-09 17:32 | Report Abuse

Well, you all must understand psychology. This 2 stocks are hold high by Top30 holders. You see HLIND is above 80%, NARRA even worse, 90% over. Tht means it is easy to manipulate.

And then you have to understand 1 thing. Quek don't like people hovering ard his stock and play like BJCorp of VT. His stock up slowly but surely. None fail so far, see HLCAP, HLBank, HLFG ,MPI, etc. All up slowly in years, but guarantee make money if you plan holding long.

So my guess is it will up more even after ex, As people speculating will sell by then. And now they press down the price to collect more and chase out those weak holders.

NARRA already mentioned they looking expansion, JOHOR is their market to expand and if capacity doubled, you will see TASEK, LARFARGE CEMENT in making! MAlaysia not many strong cement players, just a few like Tasek, LFCement, YTLCement, and of course this HUME Cements who expanding aggressively! Buy into their future now!

Posted by Steven Yong > 2014-10-09 17:37 | Report Abuse

if expansion successful, HUMEIND becomes RM10 in 3 years time as I calculate them. Looking into future, you still think buying HLIND now expansive or TOO Cheap!

Posted by bearguy > 2014-10-10 09:04 | Report Abuse

if it break below rm7, no eyes see

Posted by happyman > 2014-10-10 10:53 | Report Abuse

some big hand is selling . dunno why ?.
, dunno who ! possible that some fund do not wish or not allowed to own cement plant ?

Posted by omegacankill > 2014-10-10 13:10 | Report Abuse

thanks to kclow advise...
really master of bursa...
he asked to sell b4 drop below 8

Posted by Steven Yong > 2014-10-10 13:25 | Report Abuse

yeah, sell everything and hold cash, die faster in inflation!

Posted by garfield282004 > 2014-10-10 14:26 | Report Abuse

KClow, i wonder previously you ask people to buy more in HLIND. And I don't know where's all your post now? Have you deleted all your post?
Now you tell people market downtrend ask all people to sell... hmmm something not right in sense. :)

Posted by Cowboy > 2014-10-10 14:59 | Report Abuse

Agree with SY, where to keep the cash and the return is faster than inflation?
I just wonder that the interest rate 6.5% offered by EPF, ASN ... is not high enough to balance off the actual inflation rate.

Posted by DANIELSKS > 2014-10-10 15:13 | Report Abuse

Am still optimistic on this counter. Have a feeling that the worse is over. Just sit tight and wait till the ex-date.

Posted by Steven Yong > 2014-10-10 16:07 | Report Abuse

buy next monday, estimate lose RM1500 next Tuesday. Then wait NARRA share in next Friday. Hopefully sell on 3.50x1000=3500. A RM2000 profit out of air. without capital, but you must first pay the loss of RM1500 perhaps.

Posted by DANIELSKS > 2014-10-10 16:14 | Report Abuse

Difficult to gauge whether it will drop further. But like I said, I believe the worst is over as it's difficult for me to accept that a counter with a combined eps of 0.77 can be trading at below 10x PER especially when Narra is a cement play.

Posted by DANIELSKS > 2014-10-10 16:16 | Report Abuse

And when, like you rightly pointed out, Narra is undertaking expansion to double their production capacity.

Posted by Cowboy > 2014-10-10 16:17 | Report Abuse

7.20 less HLI of 2013 low rm4.00, Narra is offerring at 3.20/1.08 at this moment.
Believe that it will be a very smooth transection with some profit.

Posted by rc15 > 2014-10-10 16:44 | Report Abuse

Boss gives discount...u have holding power, no sweat...shall be interesting on 14 Oct

Posted by rc15 > 2014-10-10 16:45 | Report Abuse

Oredi retraced abt Rm1.60 from it's peak of 8.80, how low can you go?

Posted by Steven Tan > 2014-10-10 17:30 | Report Abuse

My share officer told me this counter still RHB top pick...

Posted by DANIELSKS > 2014-10-10 17:48 | Report Abuse

If you notice, they will not allow Narra to drift too low. For the past few days they have pushed the counter back up towards the close. Yesterday they bought 50-lots from the seller and today it was 40-lots from the seller.

Posted by Steven Tan > 2014-10-11 08:06 | Report Abuse

US market down another 3 digit...buckle up for a rough Monday...

Posted by DANIELSKS > 2014-10-11 10:20 | Report Abuse

You will get 864-units of Narra. It's my understanding that the formula for the CA calculation of entitlement and exercise price is as follows: Assuming RM7.21 is the closing price before the ex-date, RM7.21-RM1.08/RM7.21 = 0.8502 which is the adjustment factor. The adjusted conversion price will be 0.8502 x RM7.20 = RM6.12. The adjusted conversion ratio will be 6-lots x 0.8502 = 5.10-lots. Verify with your remisier.

Posted by humbleboy > 2014-10-12 18:39 | Report Abuse

buy buy buy...cheap sale