Posted by rogers123 > 2017-10-25 15:35 | Report Abuse

hng33 With today increase fruther stake, with all margin line capital add in, Triplc now is Portfolio Largest stock now, holding more than 80% in overall portfolio with total average cost now increase from previous RM 1.89 to now about RM 2.05+
25/10/2017 10:00 <---- INI KALILAH U DIE

Posted by rogers123 > 2017-10-25 16:22 | Report Abuse

Hng disappeared

Posted by moneycashrich > 2017-10-25 16:24 | Report Abuse

close all positions for a winning day. up or down no problem.

Posted by SALAM > 2017-10-25 16:26 | Report Abuse

He malu lah....kuku pun kecut oh

Posted by fzank > 2017-10-25 16:34 | Report Abuse

Kor-kor, where are we going ?

Posted by Ooi Cheng Kee > 2017-10-25 16:45 | Report Abuse

must ask Ang Kong lia

Posted by taitaumau > 2017-10-25 16:54 | Report Abuse

In connection with the said special dividend, if any, I believe that AGM is not a proper venue to declare it,

Normally, dividend is firstly recommended by directors at BOD meeting .
An extract from the Company announcement (dated 16/12/2016)

"Further details on the proposed utilisation of proceeds will be announced and/or included in the circular to shareholders to be issued."
.
My opinion: Announcement of any dividend shall be made known to every shareholder at the
same time..

Posted by fzank > 2017-10-25 17:04 | Report Abuse

hopefully this is NOT the End ... or beginning of the End ..

Posted by fzank > 2017-10-25 17:05 | Report Abuse

made $$$ in you-mw-og but lost it in triplet .... :(

Posted by fzank > 2017-10-25 17:07 | Report Abuse

"He who eat cilli-pedas .... will hurt the most ..."

'Chum Foon-Hei 3:18'

Posted by PDTs > 2017-10-25 19:47 | Report Abuse

see who will laugh soon

Posted by mrkeong > 2017-10-25 19:52 | Report Abuse

Quarter result not out yet?

Posted by hng33 > 2017-10-25 20:59 | Report Abuse

Today AGM, director promise special dividend and after AGM all director attend board meeting on discussion about upcoming quarter result. The meeting last too late, and secretary too busy, decided only tomorrow will announce quarter result and I was informed that quarter result will be much higher.

Remark: Since the commencement work begin 11 April, construction progressing well, site clearance and earthwork already completed. Now enter into stage for pilling work and concrete work in progress.

Posted by DK66 > 2017-10-25 21:22 | Report Abuse

Look at today's AGM voting results. Looks like Rosali only control 47m shares or 68%. Meaning there is 32% minorities waiting for fat special dividend. Only 18% is needed to fail the deal. And only a very big special dividend (like RM2) can pull the trick.......

Posted by michaelwong > 2017-10-25 21:41 | Report Abuse

Many kena cabai burung including myself . We actually cannot be too dependent on the informations provided for by the company managements . One day show can killed millions just within seconds with the wrong mode.

Posted by Newin > 2017-10-25 21:56 | Report Abuse

DK66,would appreciate if you will elaborate more by why it needs a big dividend to "pull the trick". Thank-you.

Posted by DK66 > 2017-10-25 22:29 | Report Abuse

Newin, TRIPLC is worth far more than the offer price of RM210m. Minority watchdog gives a valuation of RM360m. So, why would the shareholders agree to sell TRIPLC if the proceeds is kept for future acquisition. If so, why not just keep the concession businesses which provides long term stable recurring revenues. Therefore, the only way to convince them is to sell is to return the cash proceeds to the shareholders. Most of them are not confident of future acquisitions.

Posted by Hengyuan: SEXY BABE RM21! > 2017-10-25 22:41 | Report Abuse

Sure not,on special dividend. Maybe give little lah, not as high keep cash to buy other crony asset

Posted by chonghai > 2017-10-25 22:44 | Report Abuse

Rozali needs the deal to be successful in order to keep Puncak. Paying dividend does Rozali no harm at all because he himself will get a big chunk. Rozali cannot vote in Triplc EGM so he will make the deal sweet enough so that the minorities will vote yes. Assumption :
1). A large special dividend for TRIPLC shareholder, probably RM 2.0 - 2.2 to get a yes from the minorities in the EGM.
2). A smaller special dividend for PUNACK shareholder, to get a yes in the EGM.
Getting a yes in Puncak EGM will be easier compared to Triplc EGM.

Posted by Newin > 2017-10-25 22:56 | Report Abuse

Thanks DK66 for clear reason.
Chonghai,thanks for the sharing. Sound rationale.

Posted by The_Reds > 2017-10-25 23:42 | Report Abuse

rogers123 said qr is bad, but hng33 said is good, so who is correct now? Whoelse attending the AGM today can clarify ah..

Posted by hng33 > 2017-10-26 08:03 | Report Abuse

In the AGM, director promise special dividend after disposal triplc to Puncak. Director is also mention that triplc is in the midst to complete a corporate exercise through internal organization in which triplc will become subsidiary of PEB which will resume listing status of triplc, and PEB will then dispose entire triplc to Puncak.

Director mention triplc is now working closely with Puncak to prepare circular and expect notice of EGM and circular detail the disposal including amount special dividend to dispatch to shareholder by end of year and EGM to gain shareholders approval for disposal later in the early next year. Overall, director is expect the entire disposal should be able to complete by first quarter next year.

Posted by rogers123 > 2017-10-26 08:40 | Report Abuse

Reds: the quarterly is good but just Rzl is a cheater

Posted by fzank > 2017-10-26 09:39 | Report Abuse

come on triplet .....

Posted by rogers123 > 2017-10-26 09:45 | Report Abuse

Theorically triplc is a good investment with stable concession income, just Rzl is not trustworthy. U can refer to puncak case. Use puncak to buy his own land at high price. Buy estate at premuim price.... Commision must be gained alot

Posted by hng33 > 2017-10-26 09:45 | Report Abuse

I decided to sailang all on triplc to hit as high as more than 80% together with all margin line, all in triplc, because I am very confidence this stock will perform very well once Q result, special dividend and take over confrim.

The forecasted EPS on triplc upcoming Q1 result is solid and I had backed up my posting with facts and figures and further support by triplc official yesterday in AGM.

reposting my earlier comment

hng33 Based on Previous Q4 result, triplc deliver EPS 8.94, consist of concession income EPS 2.15sen + construction new campus profit EPS 6.79 sen.

However, as the previous Q4 encompass financial ending May 31, and construction only commence 11 April, therefore, triplc in previous Q4 result only recognized about 1.5 month on its construction new campus profit.

Therefore, in upcoming Q1 result which cover financial ending 31 Aug, Triplc should be able to recognized FULL 3 month construction new campus profit. Assuming, triplc deliver fairly consistent profit, triplc should be able to recognized about 2X construction profit.

Thus, based on previous only 1.5 month period to deliver EPS 6.79sen, upcoming Q1 full quarter 3 month should be able to deliver EPS 13.6sen. On top of steady concession income that deliver 2.15sen every quarter, total upcoming EPS is expect to sum up to total 15.75sen, consist of concession income EPS 2.15sen + construction new campus profit EPS 13.6sen.

So, if triplc indeed deliver upcoming Q1 EPS 15.75sen, likely to be announce tomorrow after AGM, annualized, triplc EPS will record at least EPS 60sen, and based on current share price 2.15, valuation only at PE 3.6x !!!
24/10/2017 23:26

Posted by hng33 > 2017-10-26 09:46 | Report Abuse

to clown roger123 curse people to die, stand to get BACKFIRE again. A typical loser minded

Posted by fzank > 2017-10-26 09:49 | Report Abuse

lol ... hopefully triplet resullts out in the afternoon ....

Posted by firehawk > 2017-10-26 10:04 | Report Abuse

good result? re-charge the surge?

Posted by hng33 > 2017-10-26 10:10 | Report Abuse

Yup, the excellent result will be release in the afternoon, please check bursa announcement 1pm - 2pm.

Posted by firehawk > 2017-10-26 10:18 | Report Abuse

Thks!

Posted by taitaumau > 2017-10-26 10:20 | Report Abuse

Stay safe to look forward to a lower Q1 earning say EPS 11 sen or annualised PE < 5, in order to avoid a big disappointment.

Posted by hng33 > 2017-10-26 10:33 | Report Abuse

Since the commencement work begin 11 April, construction progressing well, site clearance and earthwork already completed. Now enter into stage for pilling work and concrete work in progress.

As the infrastructure just completed, these infra work carry higher profit margin if compared to later stage on building work due to higher cost material.

About the special dividend mention in AGM, director have yet to decide the amount of proceed from disposal to be declared as dividend. Current, both triplc and puncak are working together in preparing circular which will detail the actual amount of dividend allocated later

Posted by smartly > 2017-10-26 10:39 | Report Abuse

hng33, you huat liao... :)

Posted by Hengyuan: SEXY BABE RM21! > 2017-10-26 10:58 | Report Abuse

Continue to hold

Posted by hng33 > 2017-10-26 10:58 | Report Abuse

As year end approaching, and long oversea trip to visit friend and family is also on card now. There will be less trading, less posting afterward till early next year from now.

Portfolio is preparing to hold triplc for longer term, few month time with target to aim to roll over entire portfolio capital by another increment 20%.

Remark: Please bear own risk and enjoy own reward

Posted by moneycashrich > 2017-10-26 11:06 | Report Abuse

Sifu hng33, no need to be angry with those who attack you. Not many like you to post detailed explanations on a stock. Nobody can be 100% right all the time, but then nobody force anybody to follow hng33 to buy.

Posted by Newin > 2017-10-26 11:19 | Report Abuse

Concur with hng33

Posted by Hengyuan: SEXY BABE RM21! > 2017-10-26 12:46 | Report Abuse

wow, green balik, memang good ah

Posted by mrkeong > 2017-10-26 12:48 | Report Abuse

QR out. Not that good

Posted by chonghai > 2017-10-26 12:57 | Report Abuse

Result not great but at least meet the passing mark of 6 million.

Posted by rogers123 > 2017-10-26 13:02 | Report Abuse

15cents? I saw only half. Wrongly forecast

Posted by rogers123 > 2017-10-26 13:04 | Report Abuse

I like ur forecast. Very very accurate. Can achieve 50% of ur forecast. Negative earning surprise?

Posted by Hengyuan: SEXY BABE RM21! > 2017-10-26 13:07 | Report Abuse

Result not bad, with this kind result, P/E 10 alone give them RM3++ value loh, Selling them at PE 15 more reasonable loh

Posted by rogers123 > 2017-10-26 13:07 | Report Abuse

If ur actual earning is lower than expected≠ bad news, negative to market. Luckily hng is not reuter analyst, otherwise many people will jump bridge

Posted by rogers123 > 2017-10-26 13:09 | Report Abuse

Hng: u also know to sailang ar?

Posted by taitaumau > 2017-10-26 13:14 | Report Abuse

UITM -ZIP3

Concession revenue 4Q ( y.e 31/5/17) 27.55 M Net Profit : 4.6 M Margin: 17%
Q1 (y.e 31/5/18) 11.74 M Net Profit 4.6 M Margin: 39%


Recognition of lower revenue probably due to bulan pusa/hari raya festival
With such marked improvement in profit margin, my comment: Mou Tak Deng

Posted by baiyuensheng > 2017-10-26 13:20 | Report Abuse

which stock next for sailang?

Posted by hng33 > 2017-10-26 13:24 | Report Abuse

Result out, deliver EPS 8.98sen, miss expectation. But, triplc deliver much much higher profit margin if compared to previous quarter result.

A shown in result, triplc delivers only bout RM 12m revenue in construction, but reap NET construction profit margin 40%. Triplc concession service remain steady reaping net profit margin 14%.

As the entire construction project have GDV RM 600m, to be completed over 3 year, there are much more future revenue to be recognized in next quarter forward.

Posted by baiyuensheng > 2017-10-26 13:25 | Report Abuse

what is the play for triplc - guys? hold until it acquired by puncak? or sell the stocks before being acquired? blur...