Posted by pang72 > 2024-08-28 21:02 | Report Abuse

.... Tmr drop 10% according to win1661...
I am scare liao leh...
How r? Cut win?

Posted by pang72 > 2024-08-28 21:02 | Report Abuse

Maybe, I can't sleep To9....?

Posted by win1661 > 2024-08-28 21:23 | Report Abuse

no worry apek only need to sleep 3-4 hours enough... do what apek do when cannot sleep lor....

Posted by win1661 > 2024-08-28 21:24 | Report Abuse

wah tomorrow apek want another 30c up.... fast fast everyone don't miss it...

Posted by win1661 > 2024-08-28 21:42 | Report Abuse

槟州从2月1日开始调涨水费，涉及槟州59万3255个家庭用户，之前每2个月缴付最低5令吉水费的家庭用户，水费调涨至每2个月最低12.40令吉，增幅近1.5倍。Apek can u read chinese? if cannot use google to translate...say no water price increase... can't blame u, apek has weak memory also...

Posted by win1661 > 2024-08-28 21:45 | Report Abuse

Aak DAP government to do this again in September then you can see PBA over 5 before year end...

Posted by mf > 2024-08-29 04:12 | Report Abuse

Dow Jones

Dow Jones Industrial Average

41,091.42

-159.08

0.38%

Nasdaq

NASDAQ Composite

17,556.02

-198.79

1.11%

Posted by mf > 2024-08-29 10:31 | Report Abuse

sell

Posted by star899 > 2024-08-29 11:54 | Report Abuse

Win win life essential water related stock of the year.

Posted by pang72 > 2024-08-29 17:06 | Report Abuse

PBA up 1c wow..
How come no drop 20c leh? Aiyo

Posted by win1661 > 2024-08-29 17:10 | Report Abuse

pang72

PBA up 1c wow..
How come no drop 20c leh? Aiyo

apek apek, u know what is reserve psy call? u should thank me for it.... i say drop then the simple minded goreng ppl will do the opposite lor... tomorrow confirm drop 10%...

Posted by pang72 > 2024-08-29 17:14 | Report Abuse

Wow! I don't know so complicated theory lol... Boy..
Drop is drop.. Up is up.. Ah pek mana tahu you budak punya thinking leh..
Kalau Saya tahu sudah beli jcy at 90c then hari hari with Calvin pray hard to 1.80..

But drop to 51c now

Posted by win1661 > 2024-08-29 17:15 | Report Abuse

this goreng ppl so useless la... i am hoping they push another 30c for u... so that u can sleep like a baby tonite...

Posted by pang72 > 2024-08-29 17:15 | Report Abuse

Ah pek investment is put money in FD
2nd, is put money into utility firm in penang which profitable like pba

Posted by pang72 > 2024-08-29 17:16 | Report Abuse

It is OK.
No stock can move up everyday
But, jcy can drop everyday is gem that never find amywhere

Posted by pang72 > 2024-08-29 17:17 | Report Abuse

I sleep very well at night with sweet dream.. Everyday eventhough got one ah boy put scary story to scare me PBA will drop 20c..

But, it does not happen.. I know is fake news

Posted by win1661 > 2024-08-29 17:17 | Report Abuse

pang72

Wow! I don't know so complicated theory lol... Boy..
Drop is drop.. Up is up.. Ah pek mana tahu you budak punya thinking leh..
Kalau Saya tahu sudah beli jcy at 90c then hari hari with Calvin pray hard to 1.80..

please consider stay at PBA forever... is like old folk home so quiet and relax good for your health ok apek?

Posted by pang72 > 2024-08-29 17:18 | Report Abuse

Sure! Quiet is good for retirement..
So, please be quiet here..
Don't make so many noise

Posted by pang72 > 2024-08-29 17:21 | Report Abuse

PBA don't go up in 10 years, my investment has same value.
JCY drop from 90c to 50c, your capital wipe off 40%..

Ah boy vs Ahpek investment outcome. Read yourself

Posted by win1661 > 2024-08-29 17:21 | Report Abuse

tomorrow confirm drop... hahaha my gift for u apek... bye sleep early ok? don't simply wondering around especially to jcy nanti u sesak can find your way back... causing trouble to everyone.

Posted by pang72 > 2024-08-29 17:21 | Report Abuse

Thanks you very much! Good night boy

Posted by win1661 > 2024-08-29 17:23 | Report Abuse

pang72

PBA don't go up in 10 years, my investment has same value.
JCY drop from 90c to 50c, your capital wipe off 40%..

Ah boy vs Ahpek investment outcome. Read yourself

smart apek, u plan to put money in PBA for 10yrs and not expecting in to go up... safer than put it under your pillow...

Posted by warrantKing > 2024-08-30 09:34 | Report Abuse

This PBA worth to have a look.
The raise of penang water tarrif = fully goes into profit margin of PBA (Provided the operation cost unchanged)

That is why margin raised suddenly

Posted by hng33 > 2024-08-30 10:09 | Report Abuse

The Light City & Art Gallery Centre - Penang
https://www.youtube.com/watch?v=o2BvGY6uyWw

Posted by hng33 > 2024-08-30 10:12 | Report Abuse

https://theedgemalaysia.com/node/724658

Posted by mizieXX > 2024-08-30 11:14 | Report Abuse

friday..slow as usual..next week come back

Posted by win1661 > 2024-08-30 12:11 | Report Abuse

calling apek pang, apek pang where are u? lunch time already still not coming back... old man syndrome getting worst... this morning i think i saw smoke coming out here... now ok may be is false alarm... hopefully afternoon don't happen again... simple minded goreng operator i said down 10% u go up 30c lor... later really catch fire here how???... apek got no place to stay become homeless... u going to jaga him is it? show a little mercy la...

Posted by hng33 > 2024-08-30 12:13 | Report Abuse

Consolidation mode before upsurge. Uptrend remain till heading to next Q result.

As water traffic is hike and maintain till next 3 year, current EPS earnings is sustainable.

Non domestic water traffic is due to review by 2026, and domestic water traffic next review is 2027

Posted by win1661 > 2024-08-30 12:28 | Report Abuse

RSI over 90, KDJ also signal severely overbought.. yesterday already flashing red... no worry u have simple minded goreng operator that don't know how to read technical stuffs... i pray is not consolidate to the downwards to close the gap... is bad for apek, he has his living saving all in here for the next 10 yrs...

Posted by win1661 > 2024-08-30 12:37 | Report Abuse

the last post from apek was around midnight in jcy... may be he pengsan in the toilet there... i better fast fast go and check... if anyone see him.. kindly bring him back here... aligato

Posted by hng33 > 2024-08-30 15:19 | Report Abuse

Attempt to re challenge previous high RM 2.61 again. It need to convincing breakout and stand above these level to solidify uptrend line

Posted by dollardollarbill > 2024-08-30 16:31 | Report Abuse

Good sharing. Thanks
https://youtu.be/5hJjXgN6JOk?si=-YoCXY6T2wjT266M
James Ng

[转贴] [Video:浅谈PBA HOLDINGS BERHAD, PBA, 5041] - James的股票投资James Share Investing
https://klse.i3investor.com/web/blog/detail/general/2024-08-28-story-h-153207888

1 day ago

Posted by win1661 > 2024-08-30 17:23 | Report Abuse

apek pang u flag me is it? no need to do lor...i am very very busy la... sometime will drop by to chat with u... so happened morning i pass by so some smoke... thought is on fire... u better keep a close eye just in case it happens next week... my blessing to you... next week confirm drop 10%

Posted by dollardollarbill > 2024-08-31 13:48 | Report Abuse

https://www.pressreader.com/malaysia/the-star-malaysia-starbiz/20240831/page/10/textview

Posted by Erudite > 2024-09-01 14:51 | Report Abuse

Good sharing @dollardollarbill. Thx. Looks like nd 2 b patient & hold

Posted by hng33 > 2024-09-01 17:33 | 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).

Thanks to PH government decisive making to revive water operator. The above domestic rate will last for next 3 year before next cycle review in 2027. In the interim, non domestic rate will also to subject review in 2026 after first review hike average 50% last year.

Posted by gick891214 > 2024-09-01 18:48 | Report Abuse

#hng33, i feel there has room to grow due to pba earning is expected for coming quarters

Posted by hng33 > 2024-09-01 22:51 | Report Abuse

Of course PBA have big room to growth to reflect fair valuation for its Penang monopoly concessions business model.

However, as PBA only first record maiden EPS due to domestic wa0rter traffic hike. Therefore, PAB need to record at least another consecutively similar EPS, allow market to roll forward annual EPS and affirm market that PBA earning is indeed sustainable for next 3 year.

The fair 10x valuation is justifiable for utilities stock after take into account PBA small cap and low liquidity than other bigger utilities stock like TENAGA, YTLP, Malakroff etc

Posted by hng33 > 2024-09-02 09:14 | Report Abuse

Toward breaking RM 3.00 resistance level

Posted by warrantKing > 2024-09-02 09:39 | Report Abuse

16 x 4 =64 sens
Taking 20% safety factor = 51.2 sens per annum

PE 10 = RM 5.1

Horsepower kuat kuat

Posted by star899 > 2024-09-02 10:10 | Report Abuse

PBA is another win win stock of the year and beyond

Posted by hng33 > 2024-09-02 11:00 | Report Abuse

I only can said PBA is now in very rare stock condition, possess both very high and predictable return, deserve fair valuation PE 10x or fair target price RM 6 due to sustain water traffic hike for next 3 year and yet in very low risk concession business model and as Penang solely GLC stock listed in Bursa, the only Penang proxy listed stock

Posted by star899 > 2024-09-02 11:01 | Report Abuse

hng33,
Yes Penang Government win
You win
I win
No worry with Penang Government's control and support.

Posted by hng33 > 2024-09-02 11:20 | Report Abuse

PBA, proxy to Penang development such as properties development, LRT, Airport expansion + semiconductor hub + silicon island, Andaman island etc

Posted by hng33 > 2024-09-02 11:23 | Report Abuse

Rush hour to grab PBA before too late as public free float share is very limited (Penang gov control 69%, and balance 30 largest shareholder control another 15% )

Posted by pang72 > 2024-09-02 12:41 | Report Abuse

Nothing much to say liao

Posted by pang72 > 2024-09-02 12:43 | Report Abuse

Best manage state with full power of control now.
They shld maximise their power to turn around the company which can't do in the past

Posted by hng33 > 2024-09-02 14:07 | Report Abuse

Decision on Water traffic revision is control by Fed government agency SPAN jurisdiction instead of state
government.

PH government exercise right decisions to allow all state government increases water traffic but at different traffic rate in accord to state government proposal. Penang state proposal is second lowest among all state as Penang gov still willing to subsidy to help domestic user albeit at lower subsidy now.

However, as Penang water consumption is expect to surge 50% by 2030, Penang need a lot of cash to built more water treatment plant and reduce leakage through old pipe replacement, decrease nom revenue water. Therefore, PBA need to increase higher water rate in next 3 year review to boost up ot profitability and increase cash flow to meet these capex which in turn increases water sold later, paving win win cycle for business growth to meet futures demand

Posted by rusliasas > 2024-09-02 14:14 | Report Abuse

It's best to issue Sukuk

Posted by hng33 > 2024-09-02 14:39 | Report Abuse

Why need to issue sukuk like RANHILL, bear huge interest expense?

PBA is very well managed company in the past as evidently by its unbroken yearly dividend and increase cash position even need to give RM110m subsidy to domestic water user. It is very efficient in managing water asset, cash flows especially after granted water hike now.

PBA will best use of these strong cash flow to meet new water treatment plant and pipe replacement capex forward.

Also take note, Penang government will start payback PBA advance loan RM88m given to state goivermennt begin next year 2025. This represents the amount due from the State Government of Penang of RM88.76 million, discounted using a rate of 4.642% per annum and carried at amortised cost. The said amount of RM88.76 million is receivable by eight equal instalments of RM10 million per year, followed by one final instalment of RM8.76 million commencing from 2025