Posted by Justaboylearning > 2024-03-03 14:41 | Report Abuse

But people lose money in pba already . Which broke warrant buffet rules . So cut loss cut loss

Posted by PureBULL ... > 2024-03-03 15:13 | Report Abuse

i like many seasoned big players here, r in stocks for the long haul to CAGR by the cycles.
cutting loss or win is easy.

but this case smells like premeditated to rob the retailers.
let's watch price action for the next few mkt days.

https://www.tradingview.com/x/gJXol4UI/

PBA has the look to do recovering...

Posted by Justaboylearning > 2024-03-04 09:46 | Report Abuse

I don't know why, based on all your points. We should sell PBA and come back 12 weeks later..... That's why I said cut loss. Buy when nearing the QR 1 for 2024....

Posted by mizieXX > 2024-03-04 13:35 | Report Abuse

Buy back a bit..keep until next quarter..hehe

Posted by Justaboylearning > 2024-03-05 19:55 | Report Abuse

Support level is at 1.8

Resistance level is 2.2

If broke either one, expect to go on.

Good luck all. Pure bulls deleted some of his comments i seee …

Posted by Justaboylearning > 2024-03-06 21:33 | Report Abuse

I can’t take you seriously Mr fox . But I hope pba holders work out for them

Posted by MrFox > 2024-03-07 10:08 | Report Abuse

only short term/contra playetrs understsand esistance levels!!!

Posted by Justaboylearning > 2024-03-07 13:44 | Report Abuse

For short term analysis, today or tomorrow will likely to go to below 1.90 .

Good luck . Done with the counter already
Will come back when q1 is near
2 seconds ago

Posted by Justaboylearning > 2024-03-07 16:08 | Report Abuse

you are really a sly fox... you said that at 2.2, 2.3 , 2.4.

Now 1.9.... going downtrend.

With 20% loss, you need 25% gain to breakeven.
With 30% loss, you need 43% gain to breakeven.
With 40% loss, you need 67% gain to breakeven.

Posted by MrFox > 2024-03-07 16:47 | Report Abuse

dun worri! soon ur IQ will increase!!!!!
haha

Posted by StartOfTheBull > 2024-03-07 16:51 | Report Abuse

Pure bull wrote that it is a so called "A1" stock. After price slide down, his posts deleted or missing.

Posted by StartOfTheBull > 2024-03-07 16:54 | Report Abuse

Not you my dear, you can't find the ID PurePull here for now because it was deleted by himself.🤣

MrFox

843 posts

Posted by MrFox > 34 seconds ago | Report Abuse

am i pure bull?

that;s y i sau ur IQ is low!!!!
haha

Posted by StartOfTheBull > 2024-03-07 16:56 | Report Abuse

I mean his posts were deleted by himself. Lol

Posted by StartOfTheBull > 2024-03-07 17:08 | Report Abuse

🤣
MrFox

843 posts

Posted by MrFox > 20 minutes ago | Report Abuse

if you listen to
whispering words of wisdom!!!!!1
haha

Posted by StartOfTheBull > 2024-03-07 17:09 | Report Abuse

Another weird thing in this forum is someone trapped high in this stock still claiming that he is able to offer his "words of wisdom." Hold for another month, six months, one year or three years? 🤣

Posted by Mikecyc > 2024-03-09 15:55 |

Post removed.Why?

Posted by Mikecyc > 2024-03-09 22:12 |

Post removed.Why?

Posted by StartOfTheBull > 2024-03-10 08:25 | Report Abuse

Indeed, MSK is a man with high IQ, who bought PBA at RM2.30.
=======
MrFox

862 posts

Posted by MrFox > 1 month ago | Report Abuse

be patient! as this is a long term investment!
just enjoy the ride and occasionally peep thro the window to see any side dishes ard!!
haha


MrFox

862 posts

Posted by MrFox > 28 minutes ago | Report Abuse

tartOfTheBull@@@
you dun believe words of wisdom???
remember those who believe are high IQ and winners!!!
haha

Posted by Felix888999 > 2024-03-11 15:50 | Report Abuse

Seekor suay musang terperangkap atas tangki air PBA 21 tingkat tinggi. Kesian musang itu.

Posted by calvintaneng > 2024-03-12 02:27 | Report Abuse

Blog: THE IMMENSE VALUE OF TSH'S 80,000 ACRES PRIME LANDS IN BONGAN, (Only 43.9 KM from TiTik Nol IKN NUSANTARA, By Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-03-12-story-h-186519186-THE_IMMENSE_VALUE_OF_TSH_S_80_000_ACRES_PRIME_LANDS_IN_BONGAN_Only_43_9

Posted by dollardollarbill > 2024-03-14 09:09 | Report Abuse

Glad to learn that Voyager Assets Limited is one of PBA's top shareholders.

Voyager Assets Ltd is an investment vehicle of savvy value investor Mark Chang, the founder of JobStreet.

Based on PBA's latest annual reports, Voyager Assets have been increasing its stake in PBA year by year.

AR 2020: 1,359,100
AR 2021: 2,099,100
AR 2022: 3,219,600

Voyager Assets is also a top 10 shareholder of VITROX with 10.16 mil shares.

Mark Chang is one of the most iconic entrepreneurs in Asia. He is the founder of JobStreet.com, which he led to become the largest online employment firm in Southeast Asia, and which was eventually acquired by SEEK in 2014 for US$582 million.

Posted by Income > 2024-03-17 11:41 | Report Abuse

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skill set/knowledge to pull such trades off.

Posted by KingKKK > 2024-03-17 16:01 | Report Abuse

UTILITIES Sector (KingKKK): Investing in Malaysia's Engine Top Performer - YTLPOWR, YTL, RANHILL, PBA, TENAGA, PETGAS, MALAKOF, ENGTEX

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-03-17-story-h-186391184-UTILITIES_Sector_KingKKK_Investing_in_Malaysia_s_Engine_Top_Performer_Y

Posted by Justaboylearning > 2024-03-18 09:05 | Report Abuse

Mr fox deleted all his comments.

No more whispering words of wisdoms?

Posted by Justaboylearning > 2024-03-18 18:08 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2024/03/18/penangites-told-to-cut-water-usage-by-10-immediately/

PBA is losing water

Posted by Noni > 2024-03-18 18:12 | Report Abuse

Without PBA can survive? Sure win 3.00

Posted by Justaboylearning > 2024-03-18 18:45 | Report Abuse

Not sustainable to go 3.00.


Tp 1.50

Posted by dollardollarbill > 2024-03-19 08:39 | Report Abuse

927 MLD water consumption

On Sunday (17.3.2024), water consumption in Penang was estimated to have reached a high of 927 million litres per day (MLD) as compared to the daily average of 877 MLD recorded in 2023.

This represents a sudden 50 MLD surge in water consumption year-on-year.

Posted by Chong3710 > 2024-03-19 17:30 | Report Abuse

Batter ask all the MNC in Penang to cut down their production. The Penang ppl don’t have enough water to use already.

Posted by PureBULL ... > 2024-03-26 15:52 | Report Abuse

PBA
was an A1 stock n in the making of ytlp.
it was simberleh niceeely by its bad poor mgmt with -ve QR PAT.
https://klse.i3investor.com/web/stock/financial-quarter/5041

that cost all valued fund mgrs the sleepless nite dearly.
as warren B said, they will dump out on big gap down asap, for many other stocks.

https://www.tradingview.com/x/9NrfDcmo/

Posted by Justaboylearning > 2024-03-26 22:19 | Report Abuse

My IQ decreases trying to interpret purebull’s comments.

Can someone help me interpret it like how Mr fox whispers his “words of wisdoms”?

Posted by hng33 > 2024-03-27 17:00 | Report Abuse

bought PBA at 1.81

Posted by Income > 2024-03-31 11:10 | Report Abuse

https://youtube.com/shorts/Fita4NrR7XQ?si=7czJ8XP_yjlXmYWk

Posted by dollardollarbill > 2024-04-03 14:56 | Report Abuse

PENANG: THE SILICON VALLEY OF THE EAST

The state of Penang, nestled along the northwest coast of Peninsular Malaysia, needs no introduction in the global electronics manufacturing sector. Despite its diminutive stature with just over 1,000 square kilometers of land area and a 1.8 million-strong population, Penang commanded an estimated 5% of global semiconductor exports in 2019, according to data compiled from the Department of Statistics Malaysia (DOSM) and UN Comtrade.

Today, Penang houses more than 350 MNCs that are supported by over 3,000 manufacturing-related SMEs. As Penang flourished as a vibrant, regional E&E manufacturing hub, the local talent pool steadily accumulated a wealth of business intelligence and technical experience, enabling the robust supply chain to evolve in tandem with technology megatrends. This, in turn, enabled the State to focus on pursuing investments that have propelled the industry up the value chain, away from its beginnings as a low-cost manufacturing hub. Consequently, Penang has seen a proliferation of upstream technology-related investments in high value-added functions in recent years, ranging from research and development (R&D), design and knowledge-based solutions, and downstream advanced manufacturing and testing to global business service (GBS) and Centre of Excellence (CoE) activities.

Penang’s growing significance in the global E&E value chain is demonstrated by its steady and resilient export performance in recent years. From 2014 to 2019, the State’s E&E exports grew at a compounded annual rate (CAGR) of 12% to reach RM210 billion (US$51 billion). It has emerged as a hub for professional, scientific and controlling instruments (including medical technology), with exports of these products growing at a 5-year CAGR of 15% to reach RM23 billion (US$6 billion) in 2019.

E&E products, alongside professional, scientific and controlling instruments, collectively contributed between 77% and 82% of Penang’s total annual exports since 2014, and accounted for 50% of Malaysia’s exports in these two segments during the period.

More impressively, despite the disruptions from the COVID-19 pandemic, Penang’s total exports continued to rise in 2020, growing 7% year-on-year to RM310 billion (US$75 billion), and a further 14% year-on-year in January and February 2021, driven by strong global demand for semiconductors.

https://www.semi.org/en/sea-newsletter-penang-the-silicon-valley-of-the-east

Posted by hng33 > 2024-04-03 16:45 | Report Abuse

With water traffic hike, concession water have become lucrative business model.

Posted by Justaboylearning > 2024-04-08 00:47 | Report Abuse

https://www.thestar.com.my/news/nation/2024/04/07/use-water-wisely-until-dams-re-fill-penang-residents-told


So many bad news. time to cut loss

Posted by dollardollarbill > 2024-04-15 10:14 | Report Abuse

Penang Development Corp to set aside RM5 bil for 15 high-impact projects
https://theedgemalaysia.com/node/705866

Posted by hng33 > 2024-04-27 15:09 | Report Abuse

Penang consumer’s water bill, which he said used to be RM7.70 at every bill cycle has now gone up to RM17.36 under the new rates with the same water usage

For a household that used to pay around RM47 every bi-monthly, the bill went up to RM126 under the new rates for around the same water usage

Posted by hng33 > 2024-04-27 15:10 | Report Abuse

Penang water bill show PBA will reap minimum additional RM 10 hike for those minimum water usage and much more higher for those use more water.

Posted by hng33 > 2024-04-27 15:14 | Report Abuse

Under the new rates, the first 20 cubic meters is at 62 sen (up 182 per cent from 22 sen), from 20 cubic metres to 35 cubic metres the rate is at RM1.17 (up 154 per cent from 46 sen) and for the third band of more than 35 cubic metres, the rate is RM2.07 (up 204 per cent from 68 sen).

Posted by hng33 > 2024-04-27 15:27 | Report Abuse

According to feedback, the water charges of many families have increased as much as 100% and some even claim to be more than 150 %

Based on last Q result, PBA water revenue is RM 94.8m, therefore, estimate PBA future water revenue will surge at least 1 fold higher and most of revenue hike translate direct to bottomline after deduct tax

Posted by hng33 > 2024-04-27 15:41 | Report Abuse

However, if PBA do aggressively pipe replacement, higher cost will incur to offset partly upcoming windfall profit.

Posted by hng33 > 2 months ago | Report Abuse

added more at 1.88-1.98

Posted by HumptyDumpty > 2 months ago | Report Abuse

Hey Foxy , HumptyDumpty also like drink water , water jadi starbuck

Posted by dollardollarbill > 2 months ago | Report Abuse

Water may be a commodity that you don't think about when it comes out of the tap, but water is essential to life.

Water is a key input in everything from food and beverages to the cleaning of semiconductor wafers and hydraulic fracturing (fracking). The sourcing, purification, and distribution of water is big business around the world, and the threat of climate change makes that more true now than ever.

Posted by HumptyDumpty > 2 months ago | Report Abuse

And Malaysia got lots of water. Hmm this year beginning penang not so much.. South side got more regular rain drops , but maybe because it's El Nino . however second half of the year should recover ,already storm is returning

Posted by HumptyDumpty > 2 months ago | Report Abuse

Penang also got a population boom , lots of China and Hong Konger decided to migrate or call Penang the second home, so water usage is sure higher. But Penang mater management sure need to improve as well.

Posted by wongck > 2 months ago | Report Abuse

Penang's water consumption had reached 927 million liters per day (MLD) on Sunday (March 17) compared to last year's average total of 877 MLD. “This shows an increase as high as 50 MLD from year to year.

Posted by hng33 > 2 months ago | Report Abuse

Based on PBA latest annual report, PBA bear subsidy RM 115.2m for Penang domestic water user. Management expect to decrease these subsidy significantly following 1 Feb water traffic hike.

There are total 593,255 domestic account and 461,350 consume < 35m3, while balance 131,905 consume > 35m3
Based on new water traffic,
1. domestic account water consumption < 35m3 charge 86sen, is 50sen hike per m3
Water bill increase 50sen x 35m3 = hike RM 17.5/account
Total domestic account 461,350 x RM 17.5 = RM 8.07 million/month

2. domestic account water consumption > 35m3 charge RM 2.07, is RM 1.39 hike per m3
Water bill increase 50sen x first 35m3 = hike RM 17.5/account
Water bill increase RM 1.39 x (35m3 - 45m3)= hike RM 13.9/account
Total domestic account 131,905 x (RM 17.6 + RM 13.9) = RM 4.15 million/month

In total water traffic hike impact RM 8.07 + RM 4.15 = RM 12.22 million per month or Quarterly hike RM 36.7 million or Hike RM 146.8m pa

Remark: To arrive above calculation，
1. assumption is make for maximum consumption up to 35m3 for those consume categori <35m3, by assume all consume 35m3
2. assumption is made for minimum consumption above 35m3 for those consume categori > 35m3 by assume all consume additional 10m3
3. assumption is made to exclude domestic bulk meter whom stay in high rise apartment in which bulk meter water traffic hike flat rate at 35sen m3 have increase significantly to charge flat rate RM 1.73 m3 (its massive hike RM 1.38 per m3)

Posted by hng33 > 2 months ago | Report Abuse

These additional RM 146.8 m pa due to domestic water traffic is to

1. Decrease water subsidy significantly
2. Opex - To cope higher operation cost such as pipe replacement
3. Capex - To fund expansion capacity on exiting water treatment capacity and to built new water treatment plant

Remark: The amount spend on Capex will NOT affect PBA profit margin, therefore, all water traffic hike will direct positive to bottom-line, increase profit margin directly. The profit earn then channel to fund capacity assets and built additional water treatment plant which will record as additional new assets to PBA.

Only amount spend on opex such as pipe replacement will affect PBA profit margin, the higher rate of old pipe replacement to new pipe translate directly to increase operation cost, therefore decrease profit margin from above water traffic hike