Posted by Fabien Extraordinaire > 2019-01-17 17:33 | Report Abuse

wah very close to mine

my cost price is 6.16

i bought Orient many years ago, sometime around 2014 i think at 5++, sold within a year at 9++

3iii said orient is a value trap. i dont mind waiting 10 or 20 years for value to emerge. coz i know Orient is worth more than RM15.

Posted by Icon8888 > 2019-01-17 17:40 | Report Abuse

Sometime no need to think too much. Just dumb dumb hold

To be honest my stake not big so I don't mind if it is not very sexy

Posted by Fabien Extraordinaire > 2019-01-17 17:44 | Report Abuse

abeerdeen dumped their shares as they ran out of patience. end of day fund managers have to correct their underperformance. they cant afford to be like us, holding 10 or 20 years. orient, in terms of share price, has been trading within a tight range for years.

Posted by klchai123 > 2019-01-26 09:42 | Report Abuse

dividend yield us attractive for low risk counter

Posted by LouiseS > 2019-01-26 17:44 | Report Abuse

The EPS is on increasing trend, in last 5 years increased by around 43%, the PE ratio is reasonable, around 8, the ROE is 7.68%, dividend yield is 6.18%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_26.html

Posted by Icon8888 > 2019-02-13 11:27 | Report Abuse

I rub my eyes in disbelief.

Posted by Choivo Capital > 2019-02-13 13:25 | Report Abuse

O. Nice. Small position only though.

Posted by Fabien Extraordinaire > 2019-02-13 15:34 | Report Abuse

wait, once their medical centre starts contributing...

Posted by Fabien Extraordinaire > 2019-02-19 17:05 | Report Abuse

massive discount at current valuation, why not?

Posted by klchai123 > 2019-02-25 22:37 | Report Abuse

last yr dividend 6 sen announced in march and 20 sen in april. lets see this time.。。

Posted by tengts57 > 2019-02-27 14:01 | Report Abuse

Aberdeen n EPF disposing yet price increasing. Who is buying?

Posted by klchai123 > 2019-03-01 08:10 | Report Abuse

cash and cash equivalent exceeded 4.3 billion, implies cash per share of rm7. just wait for 2018 audit and the ginal dividend announcement in April

Posted by kahhoeng > 2019-03-05 18:01 | Report Abuse

While Oriental cash and equivalent is approximately 4.4 billion, it does have borrowing, short- and long-term, totalling 1.9 billion. So, Oriental's net cash and equivalent is only 2.5 billion, still a very sizeable number, that's equivalent to approximately 4.00 per share!

Posted by klchai123 > 2019-03-10 08:31 | Report Abuse

should declare dividend this week based on previous yr practice. further declaration of dividend expected end of April when 2018 audited acs are ready for AGM

Posted by klchai123 > 2019-03-11 19:21 | Report Abuse

declared 6 sen 2nd interim dividend as expected. the more excited one should be end of April.

Posted by Fabien Extraordinaire > 2019-04-05 14:39 | Report Abuse

Last year 20sen was special dividend, one off.

Posted by klchai123 > 2019-04-09 19:57 | Report Abuse

final dividend of 8 sen n special dividend 20 sen again! just announced

Posted by FAIRnREASONABLE > 2019-04-09 22:09 | Report Abuse

Great! So the 20+8 sen is a regular dividend policy now.

Posted by Fabien Extraordinaire > 2019-04-10 10:19 | Report Abuse

very good. 28sen dividend :)

Posted by kahhoeng > 2019-04-10 10:25 | Report Abuse

0.40 dividend per year for 2 years straight. Hope this will be the minimum dividend going forward, hurray!

Posted by Fabien Extraordinaire > 2019-04-10 10:33 | Report Abuse

i believe they can even increase the payout if they want to. cash is piling up. very healthy FCF generation.

Posted by Fabien Extraordinaire > 2019-04-10 15:32 | Report Abuse

Orient, a defensive stock in portfolio, above 6% yield

Posted by Kensington > 2019-04-11 14:38 | Report Abuse

I believe Orient is taking a short breather before continuing its ascent.

Posted by klchai123 > 2019-04-20 06:50 | Report Abuse

EPF seen accumulating.

Posted by bullpiano > 2019-05-09 12:52 | Report Abuse

Wow...28 cents of dividend coming soon:). Great !!!

Posted by AgueroBenzema > 2019-06-12 17:45 | Report Abuse

Anyone attended agm? Mind to share?

Posted by kingJ > 2019-06-24 16:03 | Report Abuse

Crazy, good potential business, NTA 10.7, PE 7.89, DY 5.9, cash and cash equivalents 3.6b...any better stock than this?

Posted by kahhoeng > 2019-07-11 09:44 | Report Abuse

没有跌跌不休啦，价格下跌一些主要是因为除权后股价需要扣除股息估算。。。

Posted by Livermore > 2019-07-23 22:13 | Report Abuse

Chance to limit up... Too cheap

Posted by Fabien "The Efficient Capital Allocater" > 2019-07-24 15:54 | Report Abuse

oriental is one big lazy dinasaur. but with annual dividend of 40sen, you are getting above 6% yield. defensive stock for one's portfolio.

Posted by kahhoeng > 2019-07-28 18:35 | Report Abuse

Aberdeen is holding more than 5% of Oriental and its selling the shares in the market...

Posted by stteck > 2019-07-31 21:52 | Report Abuse

https://www.theedgemarkets.com/article/nearly-half-oriental-holdings-share-price-cash

Posted by Endgame > 2019-07-31 22:37 | Report Abuse

Big fund manager selling... No chance..

Posted by Endgame > 2019-08-01 09:48 | Report Abuse

The good write up for company just for them to sell higher... Is a trap!

Posted by shareinvestor88 > 2019-08-03 23:49 | Report Abuse

SELL SELL TP 2.00

Posted by stteck > 2019-08-17 13:11 | Report Abuse

https://paultan.org/2019/08/13/government-vehicle-fleet-tender-attracts-big-names/

Posted by Fabien "The Efficient Capital Allocater" > 2019-09-11 17:01 | Report Abuse

a lot of funds are losing patience.

but at current price, it's a very nice yield

Posted by kahhoeng > 2019-10-07 20:11 | Report Abuse

anybody knows if the 0.12 dividend an increase from last year or just combining the two 0.06 dividend into one single payment? thanks!

Posted by yangxi > 2019-10-09 12:52 | Report Abuse

no.. this qtr dividend increase . 0.12c !! compare last yr qtr is 0.06c

Posted by kahhoeng > 2019-10-09 21:21 | Report Abuse

yangxi, that's why I am asking, cause it used to be 0.06 with another 0.06 payable early next year, followed by another 0.28 final dividend (well, not used to, but for 2 years, much less before this). If the trend is what it is, we would be looking at more than 0.40 dividend for FY19 then. Sigh, forgot about the AGM and didn't attend this year, would have better idea had I attended...

Posted by Jacklew > 2019-10-10 12:43 | Report Abuse

Good yield at current price it seems.

Posted by pierre69 > 2019-12-05 15:59 | Report Abuse

i bought some at RM6.47 - keeping for long term

Posted by meerkat0078 > 2019-12-22 11:31 | Report Abuse

Can buy and keep - they do have palm oil plantations in Indonesia as well. If CPO price has increased, their results should be better for the next Q.

Posted by Fabien "The Efficient Capital Allocater" > 2020-01-09 10:55 | Report Abuse

Aberdeen is still selling. perhaps partly explain why the share price hardly move

actually, the company can create more value to shareholders. their net cash position is 60% of market cap

they should initiate some buy back, increase dividends or even seek acquisitions with such big hoards of cash

Posted by Endgame > 2020-01-10 13:03 | Report Abuse

Why Aberdeen is selling if it is good stock? Or they know any hidden bad news?

Posted by drakoryn > 2020-01-13 16:39 | Report Abuse

they have been selling for the last 3 years, think no bad news, just became impatient

Posted by Fabien "The Efficient Capital Allocater" > 2020-01-13 16:49 | Report Abuse

funds cannot afford to be patient. they can't afford to have capital lock in for years while stock is not performing and the fund is underperforming relative to its benchmark

there is no catalyst in sight. no value creation situation to unlock the value

as a retailer, we can afford to have bit more patience. the way i see it, it's yield of 6% at 6.50 is attractive enough. my capital is not earning nothing. it's better than FD but of course one has to decide the risk reward situation relative to your appetite

my view is that the net cash of 60% should give a cushion to downside risk

take care of downside, and let upside take care by itself

Posted by kahhoeng > 2020-02-26 20:48 | Report Abuse

To my understanding, Aberdeen is selling because investors are pulling funds out of Aberdeen, causing them to sell for their redemption. Puzzling as to why EPF is selling though, my best guess would be a need to declare 'profit' by selling what's profitable yet not very promising, in this case, Oriental.

Posted by Nighelanghelo > 2020-03-22 23:14 | Report Abuse

this company will cut dividend when recession comes (see 2009-2012)
target $4

Posted by RainT > 2020-04-02 11:10 | Report Abuse

when price want RM4??