Posted by Lele > 2017-08-05 11:22 | Report Abuse

小心！不要買進如果沒有好消息。可能有“兩”組人炒這個公司的股票。因為今年第二季度財務報表將會在這個月尾公佈。通常財務報表還沒有公佈都會有小把戲。之後如果沒有好消息股價會在下跌。

之前有一位人說他出席今年的股東常年大會，過後他說公司有收到8份Little Bay Cove競標。可是公司的股東大會後的記者招待會都沒有說任何消息，何況截止日期到現在已經有4個月了。之前我都說了股息後會下跌到RM0.30以下，事實已經證明了。

現在要買入的人要考慮清楚，因為之前買入在RM0.29的人可能已經賣出去了。如果沒有好消息，到這個月尾( 第二季度財務報表公佈前 )股價可能是RM0.36左右，之後第二季度財務報表公佈後會在下跌( 如果沒有好消息 )。現在要買入的人一定要考慮以下的問題：-

1) TAGB公司的總數股票是很多。
2) 常年能夠支付的股息是不高。
3) 大老闆的管理心太。
4) 公司未來發展模式。
5) 馬國10月的財政預算案。
6) 你把它當成長期投資還是炒股。
7) 產業是有價錢沒有市場。

要小心！那些叫你買入的人，往往他們都是炒家。

Posted by Lele > 2017-08-07 10:01 | Report Abuse

TAGB warrants maturity date is 31-8-2017

Posted by luckypunting > 2017-08-07 10:04 | Report Abuse

Short term uptrend confirmed!

Posted by Lele > 2017-08-07 10:17 | Report Abuse

TAGB warrants, TAGB - CD maturity date is 31-8-2017, exercise value is RM0.30 and exercise ratio 1 : 1.

Posted by sctan > 2017-08-07 10:36 | Report Abuse

this is call warrant issued by rhb investment bank.

Posted by Chee Kiat Phang > 2017-08-07 14:11 | Report Abuse

tagb-cd expiry date should be 31 oct 2017 right?

Posted by Lele > 2017-08-07 15:04 | Report Abuse

Warrant分為兩種，Warrant和Call Warrant, 基本上是一樣的，Call Warrant是由投資銀行發行的( 如OSK, MAYBANK, RHB )，多數以C帶頭，Warrant就是由一般公司發行的，W帶頭

1) TAGB - CD，就是投資銀行發行的( RHB Investment Bank Bhd. )。

 2) Warrant都有限期( expiry date )，只要限期一到，就會變成廢紙。所以買Warrant一​​定要注意限期。 TAGB - CD限期是 31/10/2017.

 3) 現在Gearing Ratio(槓桿比率）是5，現在母股價RM0.35，那麼現在Warrant的價格是RM0.35 / 5 = RM0.07 ( RM0.07 X 5 = RM0.35 現在母股價 )

4) Exercise Value（轉換價），TAGB - CD現在的轉換價是RM0.30，假如要把Warrant轉換成母股，你需要付Warrant Price + Exercise Value ( RM0.07 + RM0.30 = RM0.37 )，你就必須再付RM0.30給公司，當然warrant價格會跟著母股上升，上升越多，轉換價格就會便宜。 RM0.37的價格比現在的母股價格RM0.35還貴，當然沒有人會要去轉換，直接在市場買就好了。但是如果加起來比母股便宜，就可以考慮轉換。

Warrant這東西可以理解成當你想買某一隻股但是太貴，你可以以更低的價格購買其warrant,等到有錢的時候再轉去母股，當然你也可以在市場賣掉。是一種另類的投機方式 。

要看近期TAGB有什麼重大消息傳出，如果沒有這個公司的股價肯定是曇花一現。小心 ! 有人炒這個公司的股票。就看他們玩什麼把戲吧！

注意 : -

a) 今年2017第二季度財務報表可能會在這個月底公佈.

b) Warrant TAGB - CD限期是 31/10/2017.

這個公司的股價要大漲，除非公司“ To list it's hotels + TA 3 & 4 as a REIT. That will unlock it's value and reward shareholders. " 之前要如何 Unlock Book Value 是重要因素，因為過後公司股價能不能長期走高就要看" 管理層之前的管理智慧 " 和 " 對社會大眾的責任了 "。

Posted by Lele > 2017-08-08 08:51 | Report Abuse

都是重複的新聞。以下幾點是要注意的

1) TA3 & 4的發展可能不能如期發展，今年公司在股東大會後的記者招待會上有說過。可能要看馬國的經濟狀況和中國金融機構管制。

2) 居鑾的土地發展不一定在明年尾發展，一切都是不肯定。有機會去居鑾走走看看那裡的發展。

3) 如果要把澳洲的Little Bay Cove的土地賣高價，不是每個買家都會買入。產業是有價錢無市場如果太高價錢。

Posted by hopetobecorrect > 2017-08-08 14:56 | Report Abuse

Newspaper effect

Posted by jOe_bangsar > 2017-08-08 19:35 | Report Abuse

up soon

Posted by Lele > 2017-08-09 19:58 | Report Abuse

PROPOSED DISPOSAL OF DEVELOPMENT PROPERTY LOCATED IN LITTLE BAY, NEW SOUTH WALES, AUSTRALIA BY TA LITTLE BAY PTY LIMITED ("TALBPL" OR "OWNER"), A SUBSIDIARY OF TA GLOBAL TO KARIMBLA PROPERTIES (NO. 50) PTY LIMITED ("KPPL" OR "PURCHASER"), FOR A CASH CONSIDERATION OF AUD245,000,000 (EQUIVALENT TO APPROXIMATELY RM832,191,500) ("PROPOSED DISPOSAL")


http://disclosure.bursamalaysia.com/FileAccess/viewHtml?e=2781243

Posted by Rex Ang > 2017-08-09 21:08 | Report Abuse

good new??

Posted by luckypunting > 2017-08-09 21:28 | Report Abuse

If the deal really go thru, it will make the company very healthy ... too many CASH .... haha, they even upfront said it will not triggered PN17 as CASH Company just to preempt. After this, the most important thing how the company can reward shareholders :) and push up the share price ... lets see how it goes from here

Posted by Lele > 2017-08-09 21:59 | Report Abuse

Expected gain arising from the Proposed Disposal
:

Based on the Disposal Consideration, TA Global and its subsidiaries (“TA Global Group”) are
expected to register an indicative gain before tax arising from the Proposed Disposal of AUD102.00
million (equivalent to approximately RM346.46 million) after taking into consideration the unaudited net book value (“NBV”) of the Property as at 30 June 2017 of approximately AUD138.00 million (equivalent to RM468.74 million) and estimated incidental costs for the Proposed Disposal. Pursuant to the Proposed Disposal, the net taxable gain arising to the Owner will be subjected to Australian corporate tax at a rate of 30%. As at to date, the estimated Australian tax payable has not been finalised and the Board has appointed a tax agent to finalise the relevant tax estimate.

The expected net gain arising from the Proposed Disposal will be disclosed accordingly upon the
finalisation of tax computation by the tax agent in the circular to the shareholders of TA Global.

Posted by nicnic > 2017-08-09 22:00 | Report Abuse

Tomorrow this counter will be flying....back or even higher than the IPO price, MYR0.50

Posted by supersamy > 2017-08-09 23:32 | Report Abuse

those who keep said tagb will drop..well lets see tmr..welldone guys who still holding tagb...

Posted by supersamy > 2017-08-09 23:35 | Report Abuse

bit unlucky..come out at the wrong timing,,,

Posted by singh1 > 2017-08-10 00:48 | Report Abuse

Good news, yes congrats to those who hung on to their shares. I believe it can cross 40 sen,
but all the way to 50 sen maybe not. If it does go there I will be very happy. Cheers !!

Posted by villa1668 > 2017-08-10 08:41 | Report Abuse

I am the one who share u all received 8 tenders to bid this project as i got the information during agm, but still question by others, sad.

Posted by yingchai > 2017-08-10 08:53 | Report Abuse

can buy now?

Posted by singh1 > 2017-08-10 08:54 | Report Abuse

Yeah villa1668 you are right.Thank you very much for your contribution I hope you do well with this counter.

Posted by villa1668 > 2017-08-10 08:59 | Report Abuse

Singh1, hopefully we all do well together with this counter, cheers.

Posted by singh1 > 2017-08-10 09:08 | Report Abuse

The deal will take about 4 months to go through. There will be an EGM to get shareholder approval.
If can wait it is a good buy at current price. Now still cheap at 35 sen.

Posted by yingchai > 2017-08-10 09:09 | Report Abuse

stuck at 0.35

Posted by hopetobecorrect > 2017-08-10 09:12 | Report Abuse

bought some at 0.35 to average

Posted by julian1981 > 2017-08-10 09:17 | Report Abuse

0.35 is cheap to buy

Posted by PenguinDad > 2017-08-10 09:21 | Report Abuse

Will TAGB become the next MRCB?

Posted by kakashit > 2017-08-10 09:24 | Report Abuse

money

Posted by Lele > 2017-08-10 09:32 | Report Abuse

The most important thing is to see how Datuk Tony Tiah will give back to the small shareholders.

Posted by luckypunting > 2017-08-10 09:34 | Report Abuse

If not mistaken, recall that this company Datin owner said the company will start practicing 30%-50% net profit distribution as Dividend .... who can confirm? If true and the net profit keep increading, then EPS will jump...really hope the share price dun go up so fast so that ppl can collect more..hehehe

Posted by PenguinDad > 2017-08-10 09:35 | Report Abuse

If TAGB is next MRCB then will see more upside.
MRCB injected asset into Quill REIT with control stake and get cash to reduce debt where still get return and more opportunity for other developments.

Posted by hopetobecorrect > 2017-08-10 09:41 | Report Abuse

almost 50% from the proceed will be used to repay bank borrowing.
one long term positive effect is saving of interest of about 17.1 million per annum or about 1 sen per share.
with p.e 8X, tagb price should appreciate around 8 sen just on this saving

Posted by kakashit > 2017-08-10 09:50 | Report Abuse

酒店、商产、产业发展．达全球包租王:

https://klse.i3investor.com/blogs/sinchew_company_story/129318.jsp

Posted by shernlee > 2017-08-10 09:51 | Report Abuse

wow..congratz guys..tis counter still cheap..jus bought some..goodluck guys

Posted by luckypunting > 2017-08-10 09:53 | Report Abuse

Wow!! Approx 8c appreciate!! FV of the share price shud be 0.42???
TAGB BookValue is around 0.57 and NTA is around 0.59 .... still consider now is lelong price leh ... :D

Posted by hopetobecorrect > 2017-08-10 10:06 | Report Abuse

hopefully more investors will see value in TAGB at current price

Posted by Lele > 2017-08-10 11:05 | Report Abuse

The most important thing is to see how Datuk Tony Tiah will give back to the small shareholders.

最重要的是看Datuk Tony Tiah將如何回饋給小股東。

Please take note, the Q2 report for the period ended 30 June 2017, may come out at the end of Ogos'2017 . Let's waiting until the end of Ogos'2017 and see how things goes.

Posted by supersamy > 2017-08-10 12:00 | Report Abuse

quite strong support ..not bad..i can see tagb coming up soon

Posted by chang24 > 2017-08-10 12:02 | Report Abuse

Glad to hear such good news and thanks to those who are sharing. It's rather challenging trying to hold on to this share but I do see the value in it. Fingers crossed for a good Q2 result!

Posted by Lele > 2017-08-10 18:48 | Report Abuse

Total no of securities ( as at 10th Ogos 2017 / Date announced 10th Ogos 2017 )

a ) In TA
~ Datuk Tiah Thee Kian ( 31.778% )
~ Datin Tan Kuay Fong ( 0.3094% )

b ) In TAGB
~ TA Enterprise Berhad ( 60.1748% )
~ Datuk Tiah Thee Kian ( Direct 8.864% / Indirect 19.1223% )
~ Mr. Tiah Joo Kim ( 5.003% )
~ Datin Tan Kuay Fong ( Direct 0.1269% / Indirect 0.1861%)

http://disclosure.bursamalaysia.com/FileAccess/viewHtml?e=2781482

Posted by hopetobecorrect > 2017-08-10 18:56 | Report Abuse

Lele, how many more shares can tony tiah acquire before he trigger MGO?

need to give some credit to tony tiah as he only acquired tagb after the announcement.

Posted by Professor_Trump > 2017-08-10 19:03 | Report Abuse

Good job Datuk! Next TP 0.41, watch-out!!

Posted by Lele > 2017-08-10 19:15 | Report Abuse

Under Securities Commission regulations, any party whose interest pushes past 33% of a listed firm’s total share base must make a mandatory general offer for the rest of the shares it does not own.  

https://www.sc.com.my/wp-content/uploads/eng/html/resources/guidelines/tom/160815/tom_rules_160815_complete.pdf

Posted by hopetobecorrect > 2017-08-10 19:21 | Report Abuse

lele,
based on your information, tony tiah already breached the 33% mark, am i correct?

Under Securities Commission regulations, any party whose interest pushes past 33% of a listed firm’s total share base must make a mandatory general offer for the rest of the shares it does not own.

https://www.sc.com.my/wp-content/uploads/eng/html/resources/guidelines/tom/160815/tom_rules_160815_complete.pdf

Posted by singh1 > 2017-08-11 00:07 | Report Abuse

It will cost him much less to privatise TA Ent as the market cap is $1.04B compared to $1.89B for TAGB.
His and the family's total holding of TAGB will go up to about 60%. Which means another MGO will be triggered.
He can sell the stockbroking business and hand out cash and tagb shares to share holders and he won't need to make any offer to privatise. All shareholders will be handsomely rewarded in a very fair manner. There will be no need to make an offer and face grumpy shareholders in an EGM. Also the whole exercise can be over very quickly. Then can move on and do a current evaluation of TAGB hospitality assets and launch a REIT. He can sell down his stake to bring it below 33% and get a good amount of money at latest valuation prices. It is up to him lah.

Posted by supersamy > 2017-08-11 10:47 | Report Abuse

u can see even market bad..tagb is quite stable..i believe the director still buying..it might make it mgo case..since director already accumulate enuf

Posted by Blacksails > 2017-08-11 12:07 | Report Abuse

NTA over 50 sen, likely Tony will take company private if he can afford.

Posted by Lele > 2017-08-11 19:12 | Report Abuse

Big Boss acquired from the open market

Total no of securities ( as at 11th Ogos 2017 / Date announced 11th Ogos 2017 )

a ) In TA
~ Datuk Tiah Thee Kian ( 31.778% )
~ Datin Tan Kuay Fong ( 0.3094% )

b ) In TAGB
~ TA Enterprise Berhad ( 60.1748% )
~ Datuk Tiah Thee Kian ( Direct 8.904% / Indirect 19.1223% )
~ Mr. Tiah Joo Kim ( 5.003% )
~ Datin Tan Kuay Fong ( Direct 0.1269% / Indirect 0.1861%)

http://disclosure.bursamalaysia.com/FileAccess/viewHtml?e=2781700

Posted by Lele > 2017-08-12 16:14 | Report Abuse

Khoo say : " We cannot slow down or stop rolling out projects just because the market conditions are slow. "

http://www.klsescreener.com/v2/news/view/267453

Posted by hopetobecorrect > 2017-08-12 19:12 | Report Abuse

I had deleted my earlier post as there is a mistake. TAGB will still hold the development rights of 179 units of high end apartment (Ilume).
The proceed will be recognised in 2019