Posted by mk88 > 2012-12-25 17:34 | Report Abuse

any takeover news by ocbc? or merger with kaf investment bank?

Posted by mk88 > 2012-12-29 16:16 | Report Abuse

nta around 2.50

Posted by Ken Loo > 2013-03-17 22:26 | Report Abuse

back to 1.6

Posted by mk88 > 2013-03-21 19:24 | Report Abuse

this kaf sleep soundly this few days after a short run

but this is a control stock, the major shareholder has 80% shares

she has to do something by middle of this year, either privatise or sell a big stake to interested parties

will see something later rather than sooner

Posted by mk88 > 2013-08-09 18:08 | Report Abuse

NTA 1.93, average annual dividend yield 8 to 10%. share price 1.83

Not earthed by investors yet is their land value at more than 100million, land at prime area at jalan Kia Peng, KL, opposite Pavilion and Port Dikson. Land value is still being discounted by the share price and not revalued in co balance sheet

Basically, investor part own a prime land in KL for Free

I can tell you, i am a shareholder in the prime land too. wakkakakakakaaa

Time will tell the share price will be readjusted accordingly via corp exercise or privatisation or land dev in future

strictly no contra. may see price surge on monday, last day before ex div on tues

Posted by mk88 > 2013-08-11 16:13 | Report Abuse

at share price of 1.83, the hidden gem of lands in the co is free

Posted by tonylim > 2013-08-11 17:17 | Report Abuse

mk88, thks for sharing.

The lady must be very old now. I thought their office was in raja laut. Still is?

Never knew they own that piece of Kia Peng, which location exactly?

Its already into 2nd half of the year, still crying wolf, no corporate exercise at all.

Posted by mk88 > 2013-08-11 20:38 | Report Abuse

Office in Menara Well, opposite AMMB at Jalan Raja Chulan

the land is along Jalan Kia Peng, opposite Pavilion. Land size 34k psf bought 20yrs ago 160psf, now at least rm2,500 to rm3,000 psf

7 acres land in PD bought 10 yrs ago, probably appreciated by at least 3 fold. Plse read the annual report

revalued Land alone will bring in another rm1.0 to nta.

actuall nta is around rm2.90

2. possible merger KAF with the parent company to formed KAF investment

3. continue rumours of privatisation since many years ago

If no corporate exercise as the old lady is very patience, you still earned good returns average about 8% dividend

she is in no hurry to do anything as she is a truly self made bumi billionaire

Posted by victoria > 2013-08-12 11:47 | Report Abuse

thanks

Posted by mk88 > 2013-08-18 15:46 | Report Abuse

unlikely to give bonus unless there is corporate exercise eg merger with KAF group

just my guessing

Posted by mk88 > 2013-08-18 18:20 | Report Abuse

old lady is a billionaire and not in a hurry to add few more hundred millions to her stock value

she is probably waiting for the right business approach and time to move

i wish she will just privatised and minority can cash out at a goody price probably around rm3

Posted by mk88 > 2013-09-17 18:55 | Report Abuse

KAF-Seagroatt & Campbell Berhad (“KAF” or the “Company”)
Acquisition by KAF of a parcel of freehold land held under Geran 5337, Lot 286 Section 63, Town
of Kuala Lumpur, District of Wilayah Persekutuan Kuala Lumpur (“Subject Property”) from
KAF-Seagroatt & Campbell Securities Sdn Bhd (“KSCS”), a wholly-owned subsidiary of KAF, for
a cash consideration of RM82,000,000

1.0 Introduction

The Board of Directors of KAF wishes to announce that the Company had on 17 September 2013
entered into a sale and purchase agreement (“SPA”) with KSCS, a wholly-owned subsidiary of
KAF, for the acquisition by KAF of the Subject Property from KSCS for a cash consideration of
RM82,000,000 (“Acquisition”).


The Subject Property is generally sloping in terrain and lies above two frontage roads, namely,
Jalan Kia Peng and Jalan Changkat Kia Peng. It is accessible from all parts of the Kuala Lumpur
city via Jalan Tun Razak, Jalan Kia Peng and Jalan Pinang. Overall, the site is on elevated ground
with an aspect towards the north providing a panoramic view of its immediate surroundings.
Further information on the Subject Property is set out below:-

Title No. : Geran 5337

Lot No. : 286 Section 63, Town of Kuala Lumpur, District of Wilayah
Persekutuan Kuala Lumpur

Registered owner : KSCS

Category of land use : Building

Titled land area : Approximately 3,180 square metres

Existing use : vacant

Terms of tenure : Freehold

Latest audited net book value
as at 31 May 2012

Restriction in interest /
express condition
: RM5.52 million

: None

Encumbrances : Two private caveat currently lodged by KSCS and AKKA
Note:-
* The holding company of KAF.
1

Sdn Bhd* shall be cancelled pursuant to the SPA

Posted by traderman > 2013-09-17 21:15 | Report Abuse

this type of stock need to buy and hold ...

operator will just hentam the sell queue and make a gap with buy queue ...

you happy see the price up but you can't sell and you need park your units at the sell queue ...

until the real game begin ... then may be you laugh till the bank

Posted by jeje > 2013-09-30 17:01 | Report Abuse

good or bad ?

Posted by mk88 > 2014-04-03 07:30 | Report Abuse

inching up slowly, will it breaks 2.0?

Posted by duitkwspkita > 2014-04-11 08:56 | Report Abuse

......duitKWSPkita eyeing KAF today..............

happy trading with silent stock.

Posted by splendid_ignorance > 2014-04-11 09:18 | Report Abuse

bro duit, based on trend? huge buy volume yesterday. overall trend upwards though

Posted by mk88 > 2014-04-11 09:41 | Report Abuse

I think engine started for this stock after quiet for so long

Likely scenario, KAF investment will be injected to KAF S&C soon.

Last year, KAF S&C bought over Alliance Bank's Fund Management. Recently, KAF Group sold KAF Fund Management to Amundi French for RM1.2b.

Likely the focus now is on KAF S&C

Posted by mk88 > 2014-04-15 15:18 | Report Abuse

2.0 and running slowly

Posted by mk88 > 2014-04-15 19:24 | Report Abuse

looks like this time is for real, can be a flying stock

Posted by mk88 > 2014-04-16 09:34 | Report Abuse

goodstock - u really think that far rm5. u think cruise missile

wow, 2.10 and running

Posted by mk88 > 2014-04-16 09:50 | Report Abuse

yup, flying stock
75% share with major shareholder

Posted by mk88 > 2014-04-16 09:58 | Report Abuse

hope you are right Goodstock, dont mine holding to 5.00
now 2.19

what the news? injection of KAF Investment into KAF S&C?

Posted by mk88 > 2014-04-16 10:27 | Report Abuse

I think so, restructuring, injection of KAF investment bank and likely bonus issue for existing shareholders and right issue too

Old lady holding too much shares, likely will reduce to less than 60%

Posted by mk88 > 2014-04-16 10:57 | Report Abuse

if not mistaken, old lady hold 75% KAF S&C and 100% KAF Investment. She already cash out the KAF Investment Fund to Amundi last month and Last year bought Alliance Fund Managment under S&C. Transfer Kia Peng Land to group holding. Old lady already prepared 2 yrs ago

If restructuring, likely old lady plan to reduce her stake, bonus, right and public offering, placement to corner stone investors

Posted by duitkwspkita > 2014-04-17 19:42 | Report Abuse

Very happy to see today's movement. You are not alone.
duitKWSPkita fully supported KAF.

Posted by mk88 > 2014-04-20 10:20 | Report Abuse

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=K&securityCode=5096

Posted by duitkwspkita > 2014-04-21 00:21 | Report Abuse

Follow me to gain big from KAF for coming week.
happy trading!

Posted by mk88 > 2014-04-21 07:20 | Report Abuse

duitkwspkita - what is your TP

Posted by duitKWSPkita > 2014-04-26 21:35 | Report Abuse

Hi mk88.

The TP would be RM2.80 at first phase.

Anyway. It is just my shallow prediction. Silent stock invest at your own capacity.

Happy trading!

Posted by ketupatlazat > 2014-12-16 12:24 | Report Abuse

krik krik......krik krik krik........

boring company

Posted by Joel > 2015-02-04 23:07 | Report Abuse

明天Kaf 就不一样了。
隐藏Value@KAF.
Goto today The edge 的insider news to find out more detail.

Posted by nice1 > 2015-02-05 07:58 | Report Abuse

http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-kaf-seagroatt-campbell

statement of intention to goreng

Posted by paperplane > 2015-02-05 08:43 | Report Abuse

This is a sleeping giant. Like kuchai.

Posted by paperplane > 2015-02-05 13:19 | Report Abuse

wow, this insider really got influence to mkmt

Posted by nice1 > 2015-02-05 13:22 | Report Abuse

co. same news in Edge daily for 2 consecutive days. what purpose?

statement of intention to goreng and goring? up 2 straight days

Posted by nice1 > 2015-02-05 13:25 | Report Abuse

http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-kaf-seagroatt-campbell-0

stock of the day? or stock of the month?
new year ang pow?

Posted by Joel > 2015-02-05 17:45 | Report Abuse

华人农历新年前，外界TP@ KAF 的股价会超过rm2.00 !

建议： Accumulation of KAF.

Posted by Joel > 2015-02-05 22:41 | Report Abuse

KAF 至少值Rm2.195 !

1. Solid balance sheet @ net cash rm183.9 mil or rm1.53 per share (Oct 2014 )

2. Divided 7.5 cent consistently.

3. In 1998, KAF bought 34,217 sqft freehold land at Changkat Kia Peng near KLCC Complex
at only rm5.7 mil ( so cheap if compared today price ).

I-bhd bought 1.05 acres at Jalan Kia Peng also for rm132 mil or rm2886 psf.

3.1 Revaluation of KAF 's land around rm 2500 psf WORTH rm85.54 mil !!

3.2 Potential revaluation Gain rm79.8 mil or rm0.665 per share !!

Posted by Joel > 2015-02-06 15:07 | Report Abuse

YES!

Posted by nice1 > 2015-02-06 19:33 | Report Abuse

dont dream historical price. not achievable

Posted by Joel > 2015-02-06 22:01 | Report Abuse

温馨提醒：
目前已连续上涨3-4天从rm1.60至rm1.83.

拜一应该有profit taking.

Posted by paperplane > 2015-02-06 22:54 | Report Abuse

Too fast

Posted by traderman > 2015-02-07 12:27 | Report Abuse

Goodstock , should be the 90's when klse has huge foreign fund ... now no more

Posted by nice1 > 2015-04-24 07:24 | Report Abuse

result to date is bad VS last year but interim dividend of 10 cts is good
no corporate dev. just take the dividend lor, still good %

plus final dividend at year end is expected, maybe 7.5 cts? wow wow

Posted by nice1 > 2015-04-25 10:27 | Report Abuse

up 9 cts to 1.79

dividend yield is 5.5% for interim div plus assuming final div is 7.5ct, another 4.1%

total yield is 9.6%, more than double FD rates

Posted by nice1 > 2015-05-15 09:56 | Report Abuse

something brewing seriously

first high dividend, now flying up

nobody will touch this stock for nothing

this time is for real

Posted by nice1 > 2015-05-15 10:54 | Report Abuse

news in edge, undervalue stock
another false alarm?

Posted by nice1 > 2015-05-15 16:43 | Report Abuse

KAF-Seagroatt (Fundamental: 1.45/3, Valuation: 2.0/3) is primarily a standalone stockbroking company — one of the few left in Malaysia. Prudently managed, cash-rich and severely undervalued, it is also shaping out as an attractive potential merger and acquisition (M&A) candidate.

KAF-Seagroatt has a solid debt-free balance with net cash of RM156.0 million, equivalent to RM1.30 per share or a whopping 75.6% of its market capitalisation. With enterprise value (EV) of RM56.3 million and EBITDA of RM19.6 million in FYMay2014, EV/EBITDA stood at 2.9 times.

At RM1.72, the stock currently trades at 0.84 times its book value of RM2.04 per share, but its assets are also steeply undervalued.

The crown jewel is a prime 0.79-acre land at Changkat Kia Peng, near Kuala Lumpur’s Bukit Bintang area. The land was carried at RM5.7 million but was valued at RM82.0 million in an internal asset transfer exercise in 2013. This translates into a revaluation gain of RM76.3 million or RM0.64 per share.

For 9M2015, its operating revenue fell 19.3% y-o-y to RM30.7 million, due to lower brokerage income and asset management fees. Hit by lower operating revenue and unrealised mark-to-market gain of financial assets, net profit plunged 63.2% y-o-y to RM5.0 million. The trailing 12-month P/E is 32.4 times, but stockbroking companies are subject to volatile market conditions and earnings.

With heightened competition among the stockbrokers, it may eventually prove difficult to stand alone. Recent years have seen numerous M&A activities in the industry, with valuations ranging from 1.3 times book for Hwang-DBS ( Financial Dashboard) to 1.77 times book for OSK Investment Bank ( Financial Dashboard).

Its shares, however, are tightly held and fairly illiquid with founder Datuk Khatijah and her family holding a 73.33% stake.

KAF-Seagroatt pays dividends consistently, with 7.5 sen per share paid in FY14, giving a decent yield of 4.4%. An interim dividend of 10 sen per share went ex last Friday and will be payable on 21 May 2015.

Posted by kakashit > 2015-07-28 22:33 | Report Abuse

result gonna out, very expecting