Posted by firehawk > 2017-10-11 23:30 | Report Abuse

if i were the rzl /son ... will be grateful to hear this!

Posted by hng33 > 2017-10-12 14:59 | Report Abuse

Use back margin line capital, accumulate back all Puncak at 70.5-71sen

Posted by hng33 > 2017-10-12 15:03 | Report Abuse

Triplc will release its Q1 result end of these month, expect result to be very GOOD as progress billing from construction of new concession will be in more advance stage.

These will augur well for Puncak as acquirer all business triplc

Posted by hng33 > 2017-10-12 15:05 | Report Abuse

Puncak + triplc combine resume as top largest stake in portfolio now after use back margin line capital to all in on Puncak at 70.5-71sen

Posted by hng33 > 2017-10-12 15:16 | Report Abuse

Recovering :DDDDDD)

Posted by rogers123 > 2017-10-12 15:21 | Report Abuse

Mortage my dogs to buy puncak

Posted by hng33 > 2017-10-12 15:23 | Report Abuse

Bear in mind, Puncak is acquirer and end beneficial for all profitable concession business Triplc. So, whatever triplc deliver profit will fully recorded in Puncak once acquisition deal completed.

Posted by hng33 > 2017-10-12 15:25 | Report Abuse

GOOOOOOOOOOOOOOO

Posted by hng33 > 2017-10-13 09:45 | Report Abuse

sold back all Puncak at 74.5-75sen, lock all handsome contra profit, free up all margin line capital first

Posted by rogers123 > 2017-10-16 19:25 | Report Abuse

Sold back puncak. Gain 2 cents handsome profit

Posted by chonghai > 2017-10-18 23:58 | Report Abuse

kahhoeng Your plan to trade Puncak may not bring you much profit unless you have adequate skill and experience in trading and TA. A better choice would probably be holding Puncak until earnings from Triplc trickles in. The concessions from Triplc will definitely makes money. If Puncak cash out on Lands from Triplc, we will see better cash level.

Posted by kahhoeng > 2017-10-19 16:36 | Report Abuse

chonghai, I will vote NO to TRIPLC deal for all shares that I am holding on Puncak whether the deal will go through or not. So long that I can generate positive return on my holdings, I will trade accordingly just to that my cost of investment will be recovered. Thereafter, I will never touch any company associated with Rozali.

Posted by baiyuensheng > 2017-10-20 09:37 | Report Abuse

hakhoeng: hearhear...mee too

Posted by baiyuensheng > 2017-10-20 09:38 |

Post removed.Why?

Posted by baiyuensheng > 2017-10-20 09:39 | Report Abuse

no integrity and moral compass... most anyway...

Posted by hng33 > 2017-10-20 10:29 | Report Abuse

MSWG’S QUICK TAKE ON-ONGOING CORPORATE DEVELOPMENTS

PUNCAK NIAGA HOLDINGS BERHAD (“PNHB”) / TRIplc BERHAD (“TRIplc”)

PNHB announced that the SC had, via its letter dated 12 September 2017, approved the Company’s application for the proposed acquisition by PNHB of the entire issued and paid-up share capital in TRIplc from Pimpinan Ehsan Berhad for a cash consideration of RM210 million (“Proposed Acquisition”) under Section 214(1) of the Capital Markets and Services Act 2007 and under the equity requirements for public listed companies.

[Source: PNHB’s announcement on Bursa Malaysia’s website on 13 September 2017]



MSWG’S COMMENTS:

We are of the views that the shareholders of PNHB would benefit from the Proposed Acquisition in the long run as based on our analysis on the information in relation to the Proposed Acquisition disclosed by PNHB on 16 December 2016, the offer price of RM210 million made by PNHB is at a discount to TRIplc’s indicated realisable net asset value of RM360 million.

Posted by r°Moi > 2017-10-20 12:31 | Report Abuse

.



Rosi... is guilty... of not doing SBB... and let the price be so lowly


But..... is a buying opportunity



.

Posted by Jolin Lai Chi Pet > 2017-10-20 12:34 | Report Abuse

follow hng33 today................but at 72.5 cents.

Posted by fzank > 2017-10-23 10:19 | Report Abuse

follow LAI CHI PET ................but at 73 cents.

Posted by hng33 > 2017-10-24 16:33 | Report Abuse

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.

Puncak as acquire all triplc business stand to grab all its profit

Posted by cutie > 2017-10-24 16:37 | Report Abuse

triplc up so much...puncak follow

Posted by rogers123 > 2017-10-24 21:50 | Report Abuse

hng33 Take over for RM 3.00 + potential special dividend + expect strong Q1 result ----> more UPSIDE UPSIDE UPSIDE

Remark: Puncak should follow triplc performance as Puncak is on track to acquire all triplc business <------ Hahahaha. triplc up 0.09 puncak up 0.015

Posted by hng33 > 2017-10-24 23:39 | Report Abuse

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 !!!

Puncak if successful acquire triplc, all these handsome profit will be recorded in Puncak result, estimate based on acquisition triplc alone, it will contribute to Puncak EPS 9.3sen

Posted by hng33 > 2017-10-26 08:21 | Report Abuse

In the trIplc 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 fzank > 2017-10-26 09:27 | Report Abuse

come on pooncak .....

Posted by fzank > 2017-10-26 09:28 | Report Abuse

pooncak ... poon cak-cak ..... poon cak-cak ..... poon cak-cak

Posted by rogers123 > 2017-10-26 13:12 | Report Abuse

Poon cak cak.... Pok cak cak... Bang!!!!

Posted by hng33 > 2017-10-26 13:25 | Report Abuse

Result out, triplc 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 about 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 13:27 | Report Abuse

hng33: dont mind. how to play puncak and triplc? keep or sell off at some point??? thx

Posted by hng33 > 2017-10-26 13:39 | Report Abuse

Portfolio is preparing to hold triplc for longer term, awaiting for circular detailing the actual amount of special dividend to be declare from disposal proceed to Puncak as well as next Q2 result, with target to aim to roll over entire portfolio capital by another increment 20%.

With Q1 result already deliver 8.98sen, but only recognized construction revenue RM 12m vs entire GDV RM 600m. Result miss expectation probably due to long festive season during the quarter.

Next quarter Q2 should record higher construction revenue with site clearance and earthwork already completed, entering into stage for pilling work and concrete work phase.

All in, even take into account just Q1 result 8.98sen, annualized still have at least 36sen compared to current undemanding share price of just 2.16. Moreover, take over offer at RM 3.00 still on track to be completed by early next year.

Posted by hng33 > 2017-10-26 13:44 | 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 with average cost holding around RM 2.05, because I am very confidence this stock will perform very well once Q result, special dividend and take over confrim.

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.

Ok, see you all next year

Remark: Please bear own risk and enjoy own reward

Posted by baiyuensheng > 2017-10-26 14:47 | Report Abuse

terima kasih

Posted by latif11 > 2017-10-30 13:32 | Report Abuse

can puncak mencanak ke Puncak jaya?

Posted by rogers123 > 2017-10-31 14:25 | Report Abuse

Hahaha up one day down 2 days

Posted by sitia > 2017-11-02 17:49 | Report Abuse

No revival for Puncak??? Semakin hari semakin rendah??? I thought back in 2014-2015, it was the best stock

Posted by angiess > 2017-11-06 21:33 | Report Abuse

Hi Kahhoe, has SC resolved the below:-


1. In Puncak Niaga’s second quarter report, the balance sheet is shown to have

Other investments 63,713
Cash & bank balances 280,358
Short-term investments 906,065
Total assets: 1,754,250

The 63.713 million investment is a L3 financial asset purchased during the second quarter that classified it as long-term asset. Had this L3 financial asset considered liquid, the cash & equivalent of Puncak Niaga would have crossed 70% threshold and be classified as PN 16 company ((63,713+280,358+906,065)/1754250)=71.26%. The issue is, what’s this other investments of 63.713 million so crucial to Puncak’s business development? Without doubt, if the significance of this investment can’t be explained, its nothing but an attempt to hide asset to avoid PN 16 classification.

Thus, we urge SC to investigate into this matter and classify Puncak as a PN 16 company regardless how Q3 and future financial reports are presented.

Posted by kahhoeng > 2017-11-07 21:06 | Report Abuse

angiess, I have stopped calling SC...

Posted by rogers123 > 2017-11-08 00:28 | Report Abuse

Hahaha. Kahhoeng found it is useless.

Posted by fzank > 2017-11-13 09:38 | Report Abuse

come on pooncak ....

Posted by fzank > 2017-11-13 09:38 | Report Abuse

poon-cak poon cak-cak poon cak-cak ... all the way

Posted by fzank > 2017-11-13 09:40 | Report Abuse

sapu ... poon cak ... poon cak-cak .... poon cak-cak

Posted by fzank > 2017-11-13 11:07 | Report Abuse

buy when others are fearful ...
laugh when others are crying ....
be alert when others are sleepy .....
watch the walking dead when others are watching cartoons ....
say you are no. 2 when nobody is claiming to be no. 1 .....
drink coffee when others are drinking coca-cola ....

Posted by rogers123 > 2017-11-14 00:27 | Report Abuse

PUNCAK NIAGA HOLDINGS BERHAD ("PNHB" OR THE "COMPANY")
PROPOSED ACQUISITION OF LAND FOR A TOTAL CASH CONSIDERATION OF RM40,732,956.00 ("PROPOSED ACQUISITION") <---Kahhoeng, u never stop this? RZL cheated the money out

Posted by rogers123 > 2017-11-14 00:28 | Report Abuse

Kahhoeng: Dispose all the useless stocks n join us in Jtiasa. Gonna fly soon

Posted by rogers123 > 2017-11-14 00:31 | Report Abuse

Jtiasa =1) Fresh Fruit Bunches - 110,340 metric tonnes

2) Crude Palm Oil - 18,632 metric tonnes

3) Palm Kernel - 3,573 metric tonnes

4) Logs - 32,621 cubic metres

Posted by rogers123 > 2017-11-14 00:32 | Report Abuse

Kahhoeng: Shift to Jtiasa now. Puncak will report a loss for this quarter also.

Posted by kahhoeng > 2017-11-14 19:01 | Report Abuse

roger123, would be crazy to sell now... probably will buy some once capital freed up from selling others...

Posted by ilovehits > 2017-11-14 19:04 | Report Abuse

Mana ada puncak. I see kaki bukit only.

Posted by rogers123 > 2017-11-14 21:13 | Report Abuse

Kahhoeng: u need to learn how to cut loss. I think 0.60 will touch soon

Posted by rogers123 > 2017-11-14 21:19 | Report Abuse

Kahhoeng: If u listen to me earlier, not to take the dividend, not to bother about the cash in puncak. U may save alot. But u keep averaging down. This is ur big mistake.