Posted by Eddysurge > 2016-01-30 13:29 | Report Abuse

Dear mr x, thank u for yrs reply.

Posted by Angielim9955 > 2016-01-31 03:29 | Report Abuse

this rich company berjaya group, when index flying high into the sky , you keep on dropping instead of flying , dont make me say bad word .

Posted by kappajey > 2016-01-31 15:08 | Report Abuse

Lol if you dont havw patience dont bother with this.

Posted by kai899 > 2016-01-31 16:14 | Report Abuse

tak boleh pakai , i think u all stuck at high price ,few month stuck,wait to sell

Posted by Eddysurge > 2016-01-31 17:03 | Report Abuse

Most ppl all trapped in this bjcorp,but if VT still care about future support from these ppl, he definitely need to change his policy. Otherwise the loyaty of them will gone & his image will tarnish for long time. We all sideway even the shareprice is cheap & waiting for opputunity to gain even par.

Posted by Eddysurge > 2016-01-31 17:10 | Report Abuse

Patience is the key for both side. Space for growth with huge profit & cut borrowing. Sideway & revaluate for return. I think is still fair.

Posted by Eddysurge > 2016-01-31 18:10 | Report Abuse

Once ago I already felt this bjcorp share price hard to pull back when each times hit the record lower, only 1.5c moving around the market price, this indicate what? The ppl here understand well, only new fish ( investors) have to bear the endurance old ppl gone through.

Posted by mr x > 2016-01-31 19:33 | Report Abuse

toto is a cash cow for bjc , take a look at its earnings, you will agreed and nam lottery is a bigger cow now since 90m ppl are with it , thus i believe it will shoot up before june, kikikikikiki

Posted by posby > 2016-01-31 19:37 | Report Abuse

june start...Q report on can be seen on dec report........or earliest also sept report

Posted by mr x > 2016-01-31 19:45 | Report Abuse

for info, already book flight to nam, hoping to get the first toto ticket , or at least the first day ticket, its historic day for bjc , this launchings is the beginning of the great bjc journey to ultimate success kikikikikiki,expecting it to be the next genting soon

Posted by posby > 2016-01-31 22:00 | Report Abuse

LTE soon become Umobile...

Posted by Eddysurge > 2016-01-31 22:37 | Report Abuse

Posby,LTE only speed provided for telco device,now even 4G ready. I more concern redtone than Umobile,because latter may be joint or sell to bjcorp with high cost.

Posted by kkanagasg > 2016-01-31 23:40 | Report Abuse

Up half sen, down 2 sen

Posted by posby > 2016-02-01 11:00 | Report Abuse

http://klse.i3investor.com/blogs/sinchew_company_story/90683.jsp

starting got analyst... n foreign fund....time to rally.... those not understand.... google translate...

Posted by kai899 > 2016-02-01 12:09 | Report Abuse

cannot use , no volume

Posted by posby > 2016-02-01 13:01 | Report Abuse

kai899..... how volume kick in... with analyst... catalyst...foreign fund.....fund manager... hedge fund....
wait n c....accumulate nonit volume... every counter is same....

Posted by Mambang_Bendela > 2016-02-01 13:06 | Report Abuse

buy

Posted by Eric Lim > 2016-02-01 19:47 | Report Abuse

兩週前，成功集團（BJCORP，3395，主板貿服組）宣佈在越南贏得一紙為期18年的獨家彩票經營權，預料今年中推出第一項樂透積寶遊戲，之後再陸續推出數字遊戲。
更讓人驚訝的是，該集團打算在未來5年，於越南境內設立1萬個投注站，畢竟國內測字業龍頭、每年收取超過30億令吉投注額的成功多多（BJTOTO，1562，主板貿服組），目前也不過只有約680家投注站而已。
經反覆研究，《股海撈月》最終決定把2016年第一炮，射向沉寂多年的成功集團，看看這家作為大馬商界鉅子丹斯里陳志遠旗艦公司的大財團，能否順著勇闖越南彩票和數字市場的士氣，吹響股東們久候多時的反攻號角……
積極調整資產組合
成功集團是陳志遠一手打造的多元財團，業務覆蓋範圍非常廣泛，涵蓋了博彩、飲食、地產、零售、媒體、酒店、汽車、綠色科技和金融服務等等，掌控6家“成功系”上市公司和多家私人公司，總雇員人數達1萬8千人。
4年前，陳志遠毅然宣佈引退，把成功集團轉交其長子拿督陳永欽領軍，讓自己有更多時間參與慈善和私人事業；擅長企業活動的陳志遠退下火線後，該公司遂變得低調，再無大動作，加上業績無驚喜，於是漸被投資者忽略，股價也持續下滑。
經過一番沉澱，成功集團近兩年又悄悄活躍起來，除了積極調整旗下資產組合，套現兩項總值約22億令吉的地產及在多家上市公司的投資，還崛起成為立通國際（REDTONE，0032，創業板貿服組）的控制股東，並打算增持成功置地（BJLAND，4219，主板貿服組）股權至75%。
據觀察，成功集團的各種企業動作，頗有優化集團架構和強化核心投資的味道，這是好現象，因為龐大繁雜的企業架構往往難獲市場青睞，優化集團架構對投資信心或有正面助益。
資料顯示成功集團股價曾在2010年6月上探1令吉60仙高點，後來卻逐年下滑，一路敗退到去年8月的34仙才見底。
股票折價高達76%
不管怎樣，由於業績持續有盈利，同期每股淨資產值（NAV）卻持續升高，如今高企於1令吉60仙，意味以截至上週五的36.5仙最後掛價計算，成功集團目前只以其NAV的0.23倍交易，折價幅度高達76%。
此外，成功集團2007年至今每年都派至少1仙單層股息；以目前股價計算，其淨週息率最少有2.74%。
《彭博社》資料顯示，成功集團的偏低估值也引來一些海外基金的關注，如美國Dimensional基金顧問公司就持有該公司1億1千280萬股，全球首兩大資產管理公司――貝萊德（Blackrock）和美國先鋒集團（Vanguard），也分別持有3千零84萬股和1千128萬股。
進軍越賭業
擴大蛋糕
越南是備受矚目的新興國家，經濟成長高達6至7%，因此自越南政府開放賭業的風聲傳出後，許多大財團都磨拳擦掌，準備在當地大展鴻圖；面對群雄割據，成功集團最終仍脫穎而出，將獨家彩票經營權收為己有。
文告資料顯示，成功集團是透過拍夥越南國有彩票公司Vietlott，贏得18年獨家彩票經營權，這意味該公司今次殺入當地賭業，背後有越南政府坐鎮，大大消除了政策風險，尤其在上週越共大會結果符合預期後。
綜合數據顯示，在經濟規模約達1.13兆令吉、非穆斯林人口約1千200萬人的大馬，首3大彩票與測字業者――成功多多、萬能和大馬彩，每年收取的投注額超過70億令吉。
以此為準，就能曉得為何成功集團勇闖越南彩票市場可能對其未來影響深遠，潛力不言而喻。
值得一提的是，成功集團5年前一度飆漲至1令吉60仙高位，關鍵原因正是“與賭有關”；當時，陳志遠打算把即將贏得賭球執照的愛勝閣（Ascot）的70%股權注入成功集團，讓後者深受追捧，不料大馬政府後來突然取消頒發賭牌，收購案也被迫腰斬，成功集團股價就此一蹶不振。
目前，越南經濟規模大約為1千860億美元（約8千億令吉），人口則約9千萬；長期來看，越南彩票與測字市場的潛在規模，比起大馬料有過之無不及，或許這多少彌補了該公司當年痛失賭球執照的遺憾。
至於能否成為成功集團未來的催化劑，就得看該公司如何開墾這塊新到手的寶地了。
購成功置地的背後
成功集團上月杪宣佈以4億1千911萬令吉，向陳志遠和Penta投資公司購買成功置地12%股權，這項購股計劃的付款方式引起《股海撈月》的興趣。
資料說明，成功集團是計劃以3億5千325萬股可轉換債券股（ICULS），外加7億零650萬單位免費憑單和現金6千586萬令吉，向賣家換取成功置地12%股權。
《股海撈月》仔細分析發現，上述安排可謂暗藏玄機，陳志遠和Penta投資讓出成功置地股權，與其說是套現，不如說是為強化在成功集團的權益。
這是因為，10年期ICULS和免費憑單轉換價雙雙設在1令吉，明顯高於成功集團的36.5仙市價，即使在馬股交易相信也不易脫手，若成功集團股價無法在未來10年裡衝破1令吉，大量持有ICULS和憑單的兩位賣家可就虧大了。
然而，若成功集團股價未來大幅高於1令吉，陳志遠和Penta投資如今自願以吃虧條件讓出成功置地股權，卻是極精明的做法，也是他倆看好成功集團前景的最實際表現。


點看全文: http://biz.sinchew.com.my/node/130649#ixzz3yur98t3l
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Posted by Eric Lim > 2016-02-01 19:48 | Report Abuse

Tomorrow many uncles aunties will come out to buy BJCorp

Posted by cyphua > 2016-02-01 22:06 | Report Abuse

According to NanYang newspaper dated 31th Jan analysis that Dimensional have 112,800,000 share, Blackrock have 30,840,000 share, Vanguard have 11,280,000 share, mean compare to total share of BJCOrp 4,673,000,000, they have 2.41%, 0.66%, 0.24%, this is vary less;
But if they announce have 5% coming day, then is different story.

Posted by paperplane2016 > 2016-02-01 22:27 | Report Abuse

Must have next 10yrs! Malaysia gambler and 1mil plus, Vietnamese are 90mil ppl. Assume only 10% gamble also 9mil! Huge potential. If next 10yrs Vietnam can grow like China, middle class growth, it will bring up whole biz lvl

Posted by Eddysurge > 2016-02-02 00:04 | Report Abuse

To cyphua,you tried to imply something here, I always listen.Learning from u.

Posted by Eddysurge > 2016-02-02 00:18 | Report Abuse

To Eric Lim, If tomorrow many uncles aunties will come out to buy BJCorp and gain CNY ang pow, i wishes all 恭喜发财，and VT 新年快乐，万事亨通，如意人生，八稳四平。

Posted by Eric Lim > 2016-02-02 09:05 | Report Abuse

Ang Pow mari!

Posted by paperplane2016 > 2016-02-02 09:37 | Report Abuse

VT 新年快乐，万事亨通，如意人生，八稳四平。

Posted by paperplane2016 > 2016-02-02 09:38 | Report Abuse

huat ah huat ah huat

Posted by mr x > 2016-02-02 09:46 | Report Abuse

chart shows its uptrending, when its breaks 40 its a confirmation, funds are coming in , they know its cheap to enter now before its push up through demand and the nam factor kikikikiki

Posted by paperplane2016 > 2016-02-02 09:52 | Report Abuse

http://klse.i3investor.com/blogs/kenangaresearch/90727.jsp

Posted by Up_down > 2016-02-02 09:57 | Report Abuse

Buy some to keep. At least, the future prospect of BJCorp no more boring after receiving gaming license in Vietnam.

Posted by paperplane2016 > 2016-02-02 10:59 | Report Abuse

huat ah huat ah huat ,my son fav song.

Posted by KiasiPu > 2016-02-02 11:34 | Report Abuse

This LJcorp everytime qiong 1 day and drop back tmr....

Posted by sharktank > 2016-02-02 11:59 | Report Abuse

who cares it is up or down ? cash per share is RM0.36. buy and keep for kids. : )

Posted by paperplane2016 > 2016-02-02 12:07 | Report Abuse

buy for CNY and wife, hehe

Posted by paperplane2016 > 2016-02-02 12:09 | Report Abuse

50% RETURN! YES! CNY ANGPOW MALI LIAO, THANKS VINCENT GOR

Posted by paperplane2016 > 2016-02-02 12:12 | Report Abuse

if BJCORP=0.41, CY=0.03
0.42, cy=0.04, another 30% upside
0.43,cy=0.05, 66% , ...

Posted by posby > 2016-02-02 12:17 | Report Abuse

keep mother share...
soon foreign fund buy in...5%...BlackRock....wuhuhuhu

Posted by tt101 > 2016-02-02 12:22 | Report Abuse

一有门，好多要开溜。

Posted by tt101 > 2016-02-02 12:27 | Report Abuse

纠正，应该是缝。

Posted by stockraider > 2016-02-02 12:30 | Report Abuse

Paperlane,

Raider have small exposure on Bjcorp.....but raider not so excited yet....!!

Why ?
Phillipine have more than 90 million population....bjcorp had been there for very long more than 10 yrs....how come it did not perform as expected ??

As for Vietnam with 90 million population...just starting mah.....u think can outperform phillipine ?
Also gestation period will take at least 3 yrs loh....!!

Posted by mr x > 2016-02-02 14:36 | Report Abuse

holding very well at 38 with big vol show strength, expect slow and steady upings before those great buy from funds comes in , dont miss this sweet soochow boat , minimum 1 ringgit achievable before year ends kikikikikiki

Posted by Eddysurge > 2016-02-02 14:38 | Report Abuse

Philipinees mostly catholic,christian & muslin. They are all abide with ten commandment. Not so wealth country. The only thing is the shareholder not aware of how much contribution & profit of it to bjcorp shareholder.

Posted by mr x > 2016-02-02 14:41 | Report Abuse

u are absolutely right, u have my vote

Posted by Eric Lim > 2016-02-02 14:43 | Report Abuse

Vietnamese more keen on betting

Posted by mr x > 2016-02-02 15:34 | Report Abuse

true, earnings from nam lottery only visible at around sept, but by that time prices already gone up and u will have to pay more for it, do a little research and projection u will find worthy in collecting now like many smart ppl here, finally u decide

Posted by paperplane2016 > 2016-02-02 15:45 | Report Abuse

raider, cant compare two different mkt like thtr. Vietnamese like us , like GAMBLE. Also Vietnamese getting richer once TPPA kick in

Posted by paperplane2016 > 2016-02-02 15:45 | Report Abuse

Philippines cant get favour of CHINA and US. Vietnam like by US now

Posted by Up_down > 2016-02-02 16:23 | Report Abuse

Vietnamese loves betting...betting cards in the coffee shop, dogs racing, cock fighting....Betting is part of their life. Prospect for gaming business is definitely much better than Philippines.

Posted by kai899 > 2016-02-02 17:09 | Report Abuse

1 day show , tomolo no volume already , u see tomolo u will know

Posted by posby > 2016-02-02 18:00 | Report Abuse

hahah... tomolo T3... from last thursday rise...

Posted by paperplane2016 > 2016-02-02 19:41 | Report Abuse

Bjcorp cy. Big angpow