Posted by kahhoeng > 2020-05-05 00:01 | Report Abuse

With BJCorp recent share buy back of almost 280 million shares at less than 0.20 per share, its equivalent to BJCorp buying Penta's BJLand shares at 0.25 per share, i.e., (0.20*0.38/0.30), instead of the claimed 0.38 per share.

Posted by wantanmi > 2020-05-05 00:54 | Report Abuse

Yup! Thxs for the heads up from mgt...after Caring MGO & delisting from 8 May...guess who is next?

Posted by Eddysurge > 2020-05-05 10:56 | Report Abuse

I am wondering what boss wants for bjland and bjcorp? The restructuring. Hotels business from both, exchange for SEM.

Posted by Eddysurge > 2020-05-05 11:02 | Report Abuse

The bjland another value assets is landbank & bjtoto shares.

Posted by Eddysurge > 2020-05-05 11:04 | Report Abuse

The bjcorp have bjland 85% and more.

Posted by wantanmi > 2020-05-05 11:21 | Report Abuse

Yup! Don't forget the compensation in cash & kind coming to BJLand from JDC Jeju & GMOC, Beijing SkyOcean...BJCorp needs the money for sustainability...
BTW SEM & Caring are profitable exchange candidates for hotel biz in a share swap... more so during Pandemic as essential services.

Posted by Eddysurge > 2020-05-05 11:44 | Report Abuse

But you forgotten the shares value to the minority.

Posted by Eddysurge > 2020-05-05 11:49 | Report Abuse

What kahhoeng said before regarding bjland is so true and accurate.

Posted by Eddysurge > 2020-05-05 11:54 | Report Abuse

SEM & Caring is so expensive. Hotels business is more more worthy than SEM & Caring.

Posted by bahai4453 > 2020-05-05 11:57 | Report Abuse

Funds are dumping their shares? This implied that this is a hopeless counter ?

Posted by Eddysurge > 2020-05-05 12:04 | Report Abuse

@bahai4453, manipulation here is so seriously happen here that's I can't even believe!

Posted by stockraider > 2020-05-05 12:06 | Report Abuse

Raider advice u this mah....!!

1, if u have bcorp dump all & switch to bland.
2. Hang on tight tight bland.
3. U will win the battle loh...!!

Do not be afraid of manipulation loh....!!

Posted by Eddysurge > 2020-05-05 12:08 | Report Abuse

Previously, you did said running a retailing businesses if no good management, all will gone.

Posted by wantanmi > 2020-05-05 12:16 | Report Abuse

Yup! The shares dumped in March could be proxy shares held on VT's behalf by Macquirie & Goldman Sachs known VT financiers....anyway. the worse is over as no more shares to dump. Now the same thing is happening again to BJCorp?

Posted by Eddysurge > 2020-05-05 12:20 | Report Abuse

@ stockraider, Are you kidding? Now bjland, already shown the lowest 12 cents before.

Posted by gangnam > 2020-05-05 13:03 | Report Abuse

Lol....Bro! dropped Ur Chinaman slang already? Anyway the cry wolf technique won't work a 2 time. Better worry more about defending BJCorp share price?

Posted by Leong1982 > 2020-05-05 18:32 | Report Abuse

hahaha, got money don't wanna pay dividend but buy shares in 7-11 and Berjaya Food.
this is for the best interest of shareholders???!!!
All minor shareholders kena treated like sohzai

Posted by Leong1982 > 2020-05-06 10:19 | Report Abuse

wantanmi, minority shareholders deserve dividend when company has cash to pay out.
What Jackpot are you taking about?

Posted by wantanmi > 2020-05-06 10:40 | Report Abuse

Yup! If that's the analogy, same goes to BJCorp minority. Company investing in shares of profit making companies is like you & me...better than keeping cash in the bank when interest is so low...when the need arises those shares can be sold for cash profit. Anyway the end game is not dividend but the Jackpot on the way.

Posted by Eddysurge > 2020-05-06 10:57 | Report Abuse

https://www.forbes.com/sites/neerjajetley/2013/11/27/billionaire-vincent-tan-plays-hide-and-seek-on-the-bourse-whats-his-game-plan/#5feadf8b1fd7

Posted by Eddysurge > 2020-05-06 11:18 | Report Abuse

[转贴] [7-ELEVEN MALAYSIA HOLDINGS BHD：专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌] - James的股票投资James Share Investing - James的股票投资James Share Investing | I3investor


[转贴] [7-ELEVEN MALAYSIA HOLDINGS BHD：专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌] - James的股票投资James Share Investing
Author: James Ng Publish date: Thu, 25 Jul 2019, 9:51 AM

[7-ELEVEN MALAYSIA HOLDINGS BHD：专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌，开发令人兴奋的产品]

1Q19 vs 1Q18:
大马7-Eleven本季度的收入为5.837亿令吉，较去年同期的5亿3570万令吉增加4,800万令吉或9.0％。收入增长继续受到新店增长，每位客户平均支出增加以及消费者促销活动改善的推动。食品服务部门的收入超过总收入的3.5％，比同一季度增长超过30.0％。

毛利润为2.107亿令吉，较去年同期增加1,750万令吉或9.1％。这主要归功于收入的增加，有利的销售组合，更高的营销收入以及改善的物流费用回收。

销售和分销费用增加主要是由于新店铺扩张导致员工相关成本和公用事业成本上升，部分被采用MFRS16租赁的影响抵消，导致折旧费用增加和租金费用降低。收入增加及营销收入增加导致大马7-Eleven的税后利润为1,120万令吉，较同期增加220万令吉或24.9％。剔除MFRS16：租赁，大马7-Eleven将实现税后利润1,380万令吉，较同期增加430万令吉或47.8％。

1Q19 vs 4Q18：
大马7-Eleven第一季度的税前利润较上一季度减少500万令吉或23.8％，主要是由于员工相关成本增加以及采用MFRS16：租赁的影响。

前景：
他们将继续专注于客户的需求，追求卓越运营，成本管理和商业创新的核心战略支柱，同时通过更新商店，定价创新，促销活动，在客户心中刷新7-Eleven品牌，开发令人兴奋的.

James Ng
------------------------------------------------
[7-ELEVEN MALAYSIA HOLDINGS BHD: They will continue to focus on their customer’s needs, pursuing their core strategy pillars of Operational Excellence, Cost Management and Commercial Innovation, at the same time refreshing the 7-Eleven brand in the mind of customers through refreshed stores, innovations in their pricing, promotions, and developing exciting products]

1Q19 vs 1Q18:
The Group’s revenue for the current quarter of RM583.7 million grew by RM48.0 million or 9.0% against the corresponding quarter’s revenue in the previous year of RM535.7 million. The growth in revenue continued to be driven by the growth in new stores, higher average spend per customer and better consumer promoti

Posted by wantanmi > 2020-05-06 11:54 | Report Abuse

Yup!

Recap...
"Berjaya Group’s proposed restructuring, as announced by founder and substantial shareholder Tan Sri Vincent Tan, is expected to provide more clarity to investors and fund managers on the value of each business within the conglomerate.

Tan said the proposed corporate exercise would see the privatisation of convenience chain store operator 7-Eleven Malaysia Holdings Bhd and property and hotel business arm Berjaya Land Bhd (BLand).

https://themalaysianreserve.com/2018/12/21/berjayas-proposed-restructuring-to-give-clearer-business-valuation/

Posted by Eddysurge > 2020-05-06 12:01 | Report Abuse

Forgotten about share value of bjland and bjcorp.

Posted by Eddysurge > 2020-05-06 12:04 | Report Abuse

Forgotten about profitable to minority's & forecasting profits & loss incurr.

Posted by kahhoeng > 2020-05-06 12:11 | Report Abuse

Why does a property and hotel business arm, i.e., BJLand, invest in BJFood and 7-11?

wantanmi Yup!

Recap...
"Berjaya Group’s proposed restructuring, as announced by founder and substantial shareholder Tan Sri Vincent Tan, is expected to provide more clarity to investors and fund managers on the value of each business within the conglomerate.

Tan said the proposed corporate exercise would see the privatisation of convenience chain store operator 7-Eleven Malaysia Holdings Bhd and property and hotel business arm Berjaya Land Bhd (BLand).

https://themalaysianreserve.com/2018/12/21/berjayas-proposed-restructu...

06/05/2020 11:54 AM

Posted by wantanmi > 2020-05-06 12:40 | Report Abuse

Yup! Company investing in shares of profit making companies is like you & me...better than keeping cash in the bank when interest is so low...when the need arises those shares can be sold for cash profit. Anyway the end game is not dividend but the Jackpot on the way.

Posted by Eddysurge > 2020-05-06 12:47 | Report Abuse

Profits making company or overvalued??

Posted by Eddysurge > 2020-05-06 12:50 | Report Abuse

Jackpot means sold the company bought, just like buying bjland , and sell part by part, is it possible?

Posted by Eddysurge > 2020-05-06 13:01 | Report Abuse

Profits making company means after bought, each quarter must show substantial profits and expanding.

Posted by wantanmi > 2020-05-06 13:01 | Report Abuse

Yup! Let the report speaks for itself..

https://ibb.co/25dNSdc
https://ibb.co/RjXCn4g

Posted by Leong1982 > 2020-05-06 16:58 | Report Abuse

Operator fooling minor shareholders... at 450pm, dumping at RM0.185, all matched order!!
Where is the CONSCIOUSNESS?
Remember KARMA ya!

Posted by Leong1982 > 2020-05-06 17:01 | Report Abuse

they think they can scare people buying at the price they bought?
no way, investors who are still in are strong holders, dont be silly

Posted by IamBalina > 2020-05-07 19:35 | Report Abuse

14 cents coming!

Posted by stockraider > 2020-05-07 20:08 | Report Abuse

Don be sohai lah...!!

Lesser...lesser supply....how to be 14 sen leh ??

Posted by IamBalina > May 7, 2020 7:35 PM | Report Abuse

14 cents coming!

Posted by Eddysurge > 2020-05-08 08:59 | Report Abuse

Past few years shows whenever the market price touch lower, the confident towards VT company will seek more lower. My point is no contribution to investors or the role playing gained profit is no there.

Posted by gangnam > 2020-05-08 09:18 | Report Abuse

Lol...same can be said for BJCorp....seems like institutional funds like BlackRock etc. has been selling down its holding lately? So better to sell into strength when Uncle Tan is buying?

Posted by Eddysurge > 2020-05-08 09:40 | Report Abuse

BlackRock must gets a lot benefits from VT ya or they bei buying 1cents past years.

Posted by gangnam > 2020-05-08 10:18 | Report Abuse

Lol...U may be right Bro! BlackRock must have been getting benefits from Uncle Tan like Penta last time to sell down BJCorp?

Posted by Leong1982 > 2020-05-08 21:31 | Report Abuse

Now boss owns 86.5% already.....

Posted by kahhoeng > 2020-05-09 12:50 | Report Abuse

VT is the one deciding what BJLand's market value should be right now, whether it's to be delisted or not. With the disposal of Kyoto Four Seasons, Q3 earning report to be presented end of this month should be good. Unless BJLand receive compensation from either Jeju, China, or Selangor, Q4 earning report should be bad given sluggish property market and an almost shut down hotel operation. It's a sad thing BJCorp and BJLand didn't announce any dividend post Kyoto Four Seasons disposal.

Posted by Leong1982 > 2020-05-12 12:08 | Report Abuse

Kahhoeng, exactly, if he wanna help the minor shareholders to exit, he can easily buy higher and higher!

Posted by kahhoeng > 2020-05-12 16:52 | Report Abuse

Leong1982 Sigh! Luckily stop buying this co's share months ago... Can only hope for best outcome, but with little faith seeing VT breaking promises two years straight since his 王者回归，now felt like 王八回归 to minority shareholders...

Posted by bahai4453 > 2020-05-12 22:40 | Report Abuse

When BJcorp and BJ land made money they expanded and give zero dividend. When they lost money. No need to say anything, zero to share holders.
No fund manager is interested in this sundry shop corp. You just don't what they are heading to.
Stupid counter.

Posted by simon2020 > 2020-05-13 00:31 | Report Abuse

Just wondering why still got so many marchais wasting time hanging around like vultures if nothing to see???

Posted by Eddysurge > 2020-05-13 10:16 | Report Abuse

https://www.klsescreener.com/v2/news/view/676111, look familiar to penta deal.

Posted by Leong1982 > 2020-05-13 20:21 | Report Abuse

U can see when market is weak, operator would queue to buy at lower price, despicable!

Posted by Aholiab Tan > 2020-05-14 15:46 | Report Abuse

Any idea when the report coming out?

Posted by bahai4453 > 2020-05-14 16:00 | Report Abuse

Hahaha.. now is 0.18 ... If your trust VT , pig also can climb tree.

Posted by IamBalina > 2020-05-14 19:27 | Report Abuse

Hahaha dream on la that fox tan gona stick to his words, give another 10 years will still be same. Better dump everything!

Posted by bahai4453 > 2020-05-18 16:38 | Report Abuse

Wait for 0.18 and below.