Posted by Hasna Zainuddin > 2012-06-19 22:36 | Report Abuse

I guess this counter is under value,for an example the PE is below 15 and the dividend yield is more than 10.Base on lthe latest. fy report it has almost half a billion ringgit.

Posted by kcfan > 2012-07-26 23:24 | Report Abuse

TASEK 2012 fiscal second quarter of 100 million (as of June 30) net profit fell 4.47% to 23.13 million ringgit; turnover was up by 0.11%, 39.72 million ringgit. The first half net profit edged up 0.86 percent to 48.02 million ringgit. Turnover at 9.18 percent increase, reaching 200 million to 90.35 million ringgit. The boulder agency announced interim dividend per share paid on 30%, and ex-dividend on August 7.

Posted by bigyellow > 2012-07-26 23:29 | Report Abuse

good stock..keep going north soon..

Posted by kcfan > 2012-08-16 14:36 | Report Abuse

Tasek bagi duit raya banyak banyak woooo.Selamat hari raya to all my muslim investor.

Posted by Namoyaki Takarajima > 2012-08-16 14:42 | Report Abuse

Ouch! kcfan, why you didnt tell us tomorrow! ergh!

Posted by KC Loh > 2012-08-16 14:52 | Report Abuse

goodness... i know cement manufacturers gonna do well, but didnt know until this well! cement price up next month by another RM1. congrats all who bought into tasek!

Posted by kcfan > 2012-08-18 22:44 | Report Abuse

For the cement industry, the domestic cement industry to enjoy a better financial fundamentals, product demand is greater stability, coupled with the oligopolistic nature, the more benefit from the project of economic transformation.
The potential positive of the cement industry with economies in transition project as scheduled, the steady demand for industry development plan, coal prices decline and slowdown in price competition density.
Myself still prefer top pick for Tasek with high paid out of dividend.2ndly on sector select on LMcement accumulate during weakness.

Posted by Winston Paul > 2012-08-19 15:48 | Report Abuse

the yield is great. will announce dividend in feb. 2012

Posted by Hasna Zainuddin > 2012-08-22 10:23 | Report Abuse

I guess this counter will hit $20 very soon as i think the company will do very well for the next 2 to 3 years where the demand of cement is expected to increase due to ETP projects such as LRT ,RAPID,Iskandar dev and others.I belive the managemnt will at least maintain $ 1 dividend for 2012 and this workout to be div yield of 5%.With Euro Market in a very bad shape most of the fund will flow into our region and this will benefit Malaysia ( gdp next 2 to 3 years above 5 %)

Posted by Fat Cat Tim Buddy > 2012-09-17 23:10 | Report Abuse

prices to sales ratio is high compare to other sector. within same sector, only lmcent can be comparable.( both also high )

No much growth will happen, and btw , the RM 1 dividend per share is actually 75 cent only after 25% tax deduction

and top 30 shareholders control 95% of total shares. share Trading is not active.

i will not buy this share in current price :)

Posted by Hasna Zainuddin > 2012-10-11 09:55 | Report Abuse

Ok tq for your views

Posted by kcfan > 2012-10-17 23:22 | Report Abuse

Then RM9..then RM10..then RM11..now above RM12..tomorrow RM13 ?.Good gain lol :)

Posted by Hasna Zainuddin > 2012-10-18 10:24 | Report Abuse

As mentioned earlier this counter should hit $20 very soon.

Posted by hk tan > 2012-10-19 14:04 | Report Abuse

continue dreaming

Posted by Fat Cat Tim Buddy > 2012-10-19 14:29 | Report Abuse

hey.. maybe the 20 per share dream will come true in 6-8 years later? maybe earlier? who know..

Posted by stock5678 > 2012-10-19 14:36 | Report Abuse

this counter is in my radar but no action yet

Posted by hk tan > 2012-10-22 17:20 | Report Abuse

by then escalating inflation would negate the gain more so when the nation debts already exceeded >50% of GNP. scary.

Posted by kcfan > 2012-10-23 19:36 | Report Abuse

RM9..then RM10..then RM11..now above RM12..then RM13 ..Tomorrow going to RM14.Yes !!

Posted by talk2pkc > 2012-10-23 22:54 | Report Abuse

BIG TQ to the forum, offload all at 13.88 , within 2 weeks & earned my holiday money, loh ...

Posted by profit profits > 2012-10-24 14:11 | Report Abuse

how would AFTA (asean free trade agreement) impact the local cement manufacturing counters ?

steel industries already suffered from in flow of steel to m'sia. the 10% sales tax is not sufficient to fight against china import since their price of cement is much cheaper and quality is better as well.

Posted by Hasna Zainuddin > 2012-10-26 05:12 | Report Abuse

Not to worry to much as most asean countries are doing quite well .for example thailand & japan would be able to absorb your consent as there are alot of construction going on after the big flood in thailand and tsunami in japan

Posted by sathya > 2012-10-26 07:16 | Report Abuse

This is a gepenci counter..will never die..lots of cement needed..so be positive n be a bokona n slowly accumelate the share..

Posted by Lotusf1 > 2012-10-27 08:44 | Report Abuse

If earning is good and PEG increases ,then investor s will be attracted to buy n its stock value increases as well as, its PE ratio!howver,if,hutang is high and high gearing,EPS reduces n attracts less investors,so PE drops too.

Posted by lotusf1 > 2012-10-29 18:20 | Report Abuse

Tp of 4+ said it all ; unbeleivably low n will somone shed a light ,why?

Posted by kcfan > 2012-11-01 20:57 | Report Abuse

Sold out a portion of shares.Cheers on good return.Thanks Tasek cement.

Posted by Warrent > 2012-11-06 11:37 | Report Abuse

Accumulate this shares on weakness as i expected the final qtrs will be highier than last qtr.

Posted by necro > 2013-02-18 23:46 | Report Abuse

Weird....
Profit after tax drop from previous2 quater but give dividen umphhh....
Trap kaa this dividen?

Posted by Warrent > 2013-02-19 09:54 | Report Abuse

total dividend for the year is 120 cent.With a market price of $14.38 dividend yield is more than 8%.Base on the info the management is positive on its future earning.The management is also get the necessary approval to buy back its share which indicates that the company is rock solid and did not require any cash call for its operation.

Posted by necro > 2013-02-19 12:48 | Report Abuse

Hurmmm...

Posted by Lotusf1 > 2013-02-19 18:12 | Report Abuse

Perhaps cement growth demand remains excessively competitive on top of higher sand prices and limestones.

Posted by necro > 2013-02-19 19:11 | Report Abuse

Growth?

Posted by Warrent > 2013-02-26 18:03 | Report Abuse

This is one of the counter where the big boys are parking theirs' fortune.Very promising counter and good dividend yield.Pe below 15 dividend yield around 8% eps around 75sen and a rock solid counter.Price of coal and fuel oil is expected to remain stable for the next 3 to 4 years as Europe is only expected to be fully recovered for the next 3 to 4 years.As for Malaysia the growth is expected to grow from 5.6 to 6.5% for the next 3 to 4 years.

Posted by davesingh > 2013-02-26 18:05 | Report Abuse

NO big boys not buying this counter... try batu kawan klk and united plantations.. big boys by those not this.. sorry

Posted by gark > 2013-02-26 18:29 | Report Abuse

No big boys? Aberdeen Investment and Mitsubishi UFJ not big boys ah?

Posted by Warrent > 2013-02-27 22:12 | Report Abuse

Yes aberdeen & mitsubishi are the one .these are long term player and not our local big boys which normally move swiftly and wallop small players like us.

Posted by Lim AS > 2013-04-13 13:00 | Report Abuse

Overpriced counter n may suffer in the event of property bubble which is in the making ?

Posted by arv18 > 2013-04-15 01:09 | Report Abuse

overpriced? people said the same about Dutch Lady at RM20.00

Posted by arv18 > 2013-05-29 18:37 | Report Abuse

by the way lim, Tasek (majority owned by Hong Leong Asia) mainly provides cement for infrastructure. in addition coal prices (one of its major costs) have come down significantly. if you are bullish on infrastructure, then this is a good angle to play. i'm going to enjoy the 1.20 dividend. won;t even bother to mention its cash balance

Posted by khunpaenlptim > 2013-05-31 09:52 | Report Abuse

this stock i bought 2 years ago at around 8.00, now shotup like crazy. some how linked to property market prices.

Posted by khunpaenlptim > 2013-05-31 09:54 | Report Abuse

regulars who dont make money on this stock , should give up buying.

Posted by arv18 > 2013-05-31 13:31 | Report Abuse

how to not make money with RM1.20 per year in dividends?

Posted by Warrent > 2013-06-13 09:43 | Report Abuse

this counter is paying around 7.to 8 % div yield.If you look at most blue chips counter they are paying bet 3 to 4.5% .Look at PDB it give div yield of around 3 to 4 % and the mkt price is now around RM25.

Posted by kingleecha > 2013-07-10 21:38 | Report Abuse

dont cheat la, prove us the market price is RM 25, it's more convincing,dude!

Posted by rozboay > 2013-07-17 11:02 | Report Abuse

personally I feel that this stock is undervalue, it should be around rm25

Posted by jiamin0205 > 2013-09-09 19:55 | Report Abuse

the dividend is very high..is it the company earn profit?

Posted by PJTrader > 2013-11-05 19:43 |

Post removed.Why?

Posted by 4u2c > 2013-11-30 10:38 | Report Abuse

capital gain very slip chance but 8pct divident is solid.

Posted by 4u2c > 2013-11-30 10:42 | Report Abuse

.......this year div is abt 4 pct only....getting lesser...time to move if no capital gain

Posted by beastkot123 > 2014-02-09 23:55 | Report Abuse

4u2c..ac mizal????? :)

Posted by hoyt > 2014-02-25 18:32 | Report Abuse

90sen div not bad