Posted by great > 2018-01-13 13:02 | Report Abuse

Aberdeen kept selling, but slowly. Look like in no hurry to dispose a huge quantity but nevertheless cutting their stake. Before they achieve their target, they would likely give in to the price you want.

Posted by pakatan_harapan2 > 2018-01-15 11:59 | Report Abuse

Under Pakatan tax Oriental RM 1 billion to avoid GST.

Posted by Jamie Ng > 2018-01-17 22:13 | Report Abuse

Since the valuations is cheap, can I buy and hold for long term?

Posted by great > 2018-01-19 12:18 | Report Abuse

Boring stock for years aldy. Keep going down. You must have the gut to hold, Substantial shareholder like Aberdeen kept selling abeit slowly. Until they achieved their targe, the price is not going to go up. Testing your endurance. Valuation is attractive

Posted by sleepingtiger > 2018-01-24 16:18 | Report Abuse

Finding support at 6.50 though Aberdeen keep on throwing.
Fundamentally sound stock.
Sentimentally Abredeen is fed up as it does not perform well for its shareholder.

Posted by FAIRnREASONABLE > 2018-01-27 12:46 | Report Abuse

Earning for this financial year should be very good, with PE likely to be just below 10.
Hopefully, better dividend above 6 sen will be declared the next quarter.

Posted by great > 2018-02-02 16:27 | Report Abuse

Think so n hope so

Posted by FAIRnREASONABLE > 2018-03-06 17:56 | Report Abuse

Just 6 sen again.

Posted by great > 2018-03-16 10:23 | Report Abuse

overly stingy despite cash rich

Posted by great > 2018-03-21 21:01 | Report Abuse

Again, boring stock..

Posted by great > 2018-03-21 21:01 | Report Abuse

Again, boring stock..

Posted by great > 2018-03-21 21:02 | Report Abuse

foreign funds have no patience now, they kept selling

Posted by Fabien Extraordinaire > 2018-05-04 15:43 | Report Abuse

Aberdeen has lost their patience. still selling

Posted by FAIRnREASONABLE > 2018-05-05 21:22 | Report Abuse

Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.

Posted by Fabien Extraordinaire > 2018-05-24 14:35 | Report Abuse

yep, its been a while since the management rewarded its loyal shareholders


Posted by FAIRnREASONABLE > May 5, 2018 09:22 PM | Report Abuse

Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend.
Solid counter for long-term investors.

Posted by kyy_superinvestor > 2018-05-30 19:17 | Report Abuse

Quarter report released but lower yoy
zzz

Posted by Jon Choivo > 2018-05-30 21:37 | Report Abuse

Fairly decent set of report. Quite ok.

Im thinking of buying more lol. But really no money.

Posted by FAIRnREASONABLE > 2018-06-05 23:22 | Report Abuse

Good share price recovery despite general market down.

Posted by tsohg > 2018-06-06 23:38 | Report Abuse

why forex loss so much at plantation segment in q1 2018?

Posted by Fabien Extraordinaire > 2018-06-07 10:54 | Report Abuse

added more at 6.50. i like that the BV has grown above RM10 now.

Posted by Jon Choivo > 2018-06-07 20:12 | Report Abuse

RNAV is closer to 20.

I just found eksons. Looks ok, selling at less than net cash. But shit business though.

Posted by Fabien Extraordinaire > 2018-06-08 14:36 | Report Abuse

i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit

Posted by Fabien Extraordinaire > 2018-06-09 10:15 | Report Abuse

wishful thinking is maybe in few years to come when its heathcare segment starts to contribute a stable and significant source of income, perhaps a spin-off?

Posted by Fabien Extraordinaire > 2018-06-09 10:22 | Report Abuse

most of its debts are in yen to finance the plantation business. therefore appreciation of yen will have much negative impact. anyway, its FX translation losses.


tsohg why forex loss so much at plantation segment in q1 2018?

Posted by Fabien Extraordinaire > 2018-06-09 10:30 | Report Abuse

possible, as their assets have not been revalued since the 1970s. if u add in the hotels as well.

Jon Choivo RNAV is closer to 20.

Posted by Fabien Extraordinaire > 2018-06-09 10:33 | Report Abuse

perhaps Oriental can follow the footsteps of Sime Darby by unlocking much of the hidden assets, make it leaner and at the same time increase the dividends payout, ROE etc.

but seriously, you won't find a cash generating machine elsewhere that is comparable to Oriental

Posted by FAIRnREASONABLE > 2018-06-10 16:25 | Report Abuse

Anyone can comment on the financial impact of the land reclamation in Melaka?
Will it contribute significantly?

Posted by FAIRnREASONABLE > 2018-06-10 16:46 | Report Abuse

Hotel business in Malaysia is generally not profitable.
I am pleasantly surprised that OHB's hotel division contributes decent profit.

Posted by Jon Choivo > 2018-06-10 17:02 | Report Abuse

I decided there is not need for me to go into net cash companies that have shit business.

When they are decent businesses that are more undervalued even on a NTA basis. Such as orient, plenitude etc.

However, im always very tempted to just buy like 1-2% just because its so cheap and it just feels like picking up free money.

======================================================================
Posted by Fabien Extraordinaire > Jun 8, 2018 02:36 PM | Report Abuse

i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting.

lost my patience after 4 years and liquidated at decent profit

Posted by Fabien Extraordinaire > 2018-06-10 17:45 | Report Abuse

assets play consists 25% of my portfolio

but these companies must be profitable and at least decent growth

Posted by Jon Choivo > 2018-06-10 19:38 | Report Abuse

Other than Orient and OSk, what do you have? For net asset plays?

Posted by Fabien Extraordinaire > 2018-06-10 20:34 | Report Abuse

Insas


Posted by Jon Choivo > Jun 10, 2018 07:38 PM | Report Abuse

Other than Orient and OSk, what do you have? For net asset plays?

Posted by FAIRnREASONABLE > 2018-06-10 20:38 | Report Abuse

Both Orient and OSK fulfill
1) High NTA, resulting in low Price/Book Value (NTA) less than 0.5
2) Profitable consistently, resulting in PE less than 10
3) Diversified incomes, resulting in less volatility in combined business sectors
4) Consistent dividends, resulting in better return (in addition to price appreciation) than fix deposits in bank
5) Future growth

Of course, confidence in top management & controlling shareholder is another top consideration. Trust deficit in top management often leads to "undervalued" share price

Posted by Jon Choivo > 2018-06-11 20:18 | Report Abuse

Id suggest you take a look at plenitude, daiman and KSL as well.

======================================================================
Posted by Fabien Extraordinaire > Jun 10, 2018 08:34 PM | Report Abuse

Insas

Posted by Jon Choivo > 2018-06-11 20:20 | Report Abuse

Tropicana is also decent.

Posted by Fabien Extraordinaire > 2018-06-11 20:26 | Report Abuse

Oh, I owned Plenitude and Daiman 6 or 7 years ago. Liquidated my positions with decent profit. I also made good profit from Kuchai, KSeng, Goldis and PMCorp.

So assets play have been quite a success to me personally.


Posted by Jon Choivo > Jun 11, 2018 08:18 PM | Report Abuse

Id suggest you take a look at plenitude, daiman and KSL as well.

Posted by Fabien Extraordinaire > 2018-06-11 20:33 | Report Abuse

But i have to say need a lot of patience. Perhaps i'm lucky.

Not so much patience for FACBInd though. Hahaha...gave up on the company. Return over 3 years barely beat FD.

Oh ya, i also made decent profit on Paramount.

I think that's all i had in regards to assets play, over my 9 years of investing journey.

By the way, I also owned TA.

Posted by allenroy > 2018-07-17 10:26 | Report Abuse

there is a opportunity to buy in today for this counter

Posted by allenroy > 2018-07-20 10:34 | Report Abuse

good gain today......still good to pick up

Posted by allenroy > 2018-07-20 10:34 | Report Abuse

fly high

Posted by FAIRnREASONABLE > 2018-08-29 18:28 | Report Abuse

Very good quarterly profit of 35.46 sen.
Hope for special dividend again.

Posted by kakashit > 2018-10-03 11:33 | Report Abuse

Why no analysts initiate on Oriental when they are plenty of City, Accord, Civic, CRV..HRV...BRV on the road start with licence plate V

Posted by klchai123 > 2018-11-02 23:38 | Report Abuse

holding all in about RM3.9 bullion cash, implies cash per share > rm6, with higher eps, dividend for 2018 should increase further. medical centre in melaka about to breakeven, car sales for quarter ended 30/9 should at least be maintained if not better. if finacial crisis do happen, big pile of cash can do wonder!

Posted by Fabien Extraordinaire > 2018-11-03 09:05 | Report Abuse

Ben Graham or Peter Lynh would have love Oriental.

Posted by kyy_superinvestor > 2018-11-17 16:35 | Report Abuse

i feel that oriental is going up within six months...cheer..

Posted by klchai123 > 2018-11-19 18:48 | Report Abuse

cash per share more than rm6

Posted by Fabien Extraordinaire > 2018-11-29 20:22 | Report Abuse

good results.
BV increased to 10.57

as usual, market continues to ignore Orient

Posted by RainT > 2018-12-25 14:45 | Report Abuse

lol...market continue ignore ORIENT

Posted by Veron_teo > 2018-12-25 15:05 | Report Abuse

tp 2

Posted by Icon8888 > 2019-01-16 10:44 | Report Abuse

dinosaur finally learning to walk

my cost 618