Posted by ocpd > 2020-04-27 16:20 | Report Abuse

Betting against EPF in the long run is always profitable.

Posted by Han728 > 2020-04-27 16:47 | Report Abuse

马星有可能私有化吗？

Posted by jackson88 > 2020-04-28 10:44 | Report Abuse

This counter price won’t go up until they announce ex-date for the 3.35sen dividend.

Posted by Foker > 2020-04-28 15:10 | Report Abuse

Mah Sing is not a great share

Posted by Foker > 2020-04-28 15:10 | Report Abuse

Undervalued but not that undervalued

Posted by Foker > 2020-04-28 15:12 | Report Abuse

Go check it's balance sheet, its equity portion includes 1.5 billion perpetual debt. It means we are not getting as much earnings as we think

Posted by Foker > 2020-04-28 15:14 | Report Abuse

No actually I am wrong, the earnings should have already deducted the interest exp paid to Perpetual suluk holders. But the amount of assets including cash is not exactly what we own as shareholders. Quite deceiving. I think alot of investors got tricked. Net cash is actually much less than 20 sens

Posted by Foker > 2020-04-28 21:04 | Report Abuse

I got tricked too. Bought before covid19 blown out.

Posted by ocpd > 2020-04-29 13:19 | Report Abuse

yeah ... all the world goverments conspire to tricks you into losing your few pennies!

Posted by Foker > 2020-04-29 17:12 | Report Abuse

You thought it was 20 sen net cash didnt you? Now I let u know it is actually less than 20. I didn't say institutional investors trick me. But my own alaysis did. Same with the comments above on 20 sen net cash

Posted by Foker > 2020-04-29 17:13 | Report Abuse

You have to accept both bad and good news. Don't be cynical towards new revelation

Posted by jackson88 > 2020-04-29 17:54 | Report Abuse

It’s ok. I bought around 31sen to 33sen. Net cash is actually around RM450mil. That’s around 19sen or 61% of share price. Getting the land and building (worth more than RM1) for just 12sen. NAV is around RM1.40. Still a safe bet.

Posted by jackson88 > 2020-04-29 17:55 | Report Abuse

I also have Lotte Chemical Titan. This one have RM4bil net cash or RM1.65 cash per share. Share Price now only RM1.54. NAV is above RM5. Also a safe bet

Posted by ocpd > 2020-04-29 18:56 | Report Abuse

Only ppl who don't know how to read balance sheet will look at the cash without looking at the debt!

Posted by ocpd > 2020-04-29 18:58 | Report Abuse

In time like this, it is better to invest in companies that give some or zero dividend than investing in companies that will ask cash from you via rights issues, or require bailout!

Posted by ocpd > 2020-04-29 18:59 | Report Abuse

fortunately, most of my sg investments are still paying me dividends even with lockdown, i hope my companies will follow as well ... at least don't come ask me for more cash!

Posted by lsmpro888 > 2020-04-30 09:16 | Report Abuse

looking hot .. today.. all good property counters going to move ?

Posted by samiar > 2020-05-04 20:00 | Report Abuse

https://www.theedgemarkets.com/article/standard-chartered-expects-bnm-cut-opr-50bps-tomorrow

Posted by lsmpro888 > 2020-05-05 09:06 | Report Abuse

mahsing and all property counters.. lets rock.. How much can the 50bps reduction really help all developers ?

Posted by ocpd > 2020-05-05 12:43 | Report Abuse

Aiyah why EPF stop disposing already?

Posted by giwoge9114 > 2020-05-05 14:39 | Report Abuse

in short term, property market is still lack of momentum... due to downfall of our country economics and consumer sentiments. this counter will up eventually... but not in this year

Posted by bahai4453 > 2020-05-05 16:00 | Report Abuse

It's cheap now and company is making money with dividend, after next month you can't even smell 0.43 level.

Posted by lsmpro888 > 2020-05-06 09:03 | Report Abuse

nice.. lets get going then ..

Posted by Gala Kat > 2020-05-06 10:21 | Report Abuse

Morning erection..? :-)

Posted by tomcat21 > 2020-05-06 10:25 | Report Abuse

QR soon??

Posted by hawhaw > 2020-05-06 17:01 | Report Abuse

base on record, they declared dividend between April to June, current DY 10% since share price drop so much. So latest dividend also at least >5%, this may 1 of the reason ppl chase now

Posted by didi2005 > 2020-05-06 22:03 | Report Abuse

Need to wait EPF throw below 5% only got change to rocket up...

Posted by jackson88 > 2020-05-06 22:11 | Report Abuse

Mah sing declared 3.35sen dividend for this year !!! That’s about 7.8% yield!!!

Posted by ocpd > 2020-05-07 00:25 | Report Abuse

That should be within 1 week ...

>> Need to wait EPF throw below 5% only got change to rocket up...

Posted by MaiKanCheong > 2020-05-07 08:09 | Report Abuse

why below 5% only go up?

Posted by Plantermen > 2020-05-07 08:27 | Report Abuse

Never chase so called high dividend counters. remember this dividend { final or interim is based on previous reporting qtrs} after factoring present market turbulence and uncertainties. price will readjust and tend to trend lower after the Exdate. Many people get caught and force to hold for a much longer term until the counter slowly recover. JUST my personal view on so called dividend stock

Posted by Jonathan Keung > 2020-05-07 09:32 | Report Abuse

Many developers are reporting sharp declines in property sales and unbilled sales

Posted by lsmpro888 > 2020-05-08 09:29 | Report Abuse

ok .. if thats the case.. i will do the reverse... until then ..

Posted by kl_guy > 2020-05-08 09:56 | Report Abuse

mahsing operator at work. start to put block at 45sen.

Posted by jackson88 > 2020-05-08 10:47 | Report Abuse

Someone is collecting the shares at 44.5sen. And block at 45sen. This person also have a lot of shares to do all this. Wonder who?

Posted by ocpd > 2020-05-08 11:08 | Report Abuse

Wow EPF is selling big today. Should be done selling by end of next week!

Posted by kl_guy > 2020-05-08 11:13 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/05/07/fitch-solutions-sees-bank-negara-cutting-opr-to-1#cxrecs_s

If interest drop to 1% , all the money will again go into property agaIn. so keep alert on bnm news.

Posted by kl_guy > 2020-05-08 11:19 | Report Abuse

Jackson88, need to look at today closing volume, if volume again hit 20million.
Highly chances is collection mode.

Posted by jackson88 > 2020-05-08 11:48 | Report Abuse

EPF is selling everyday between 3mil to 6mil units only. But daily volume now is around 15mil to 30mil last week. Today is already almost 15mil in morning. Question is who is collecting so much? And why?

Posted by ocpd > 2020-05-08 11:52 | Report Abuse

Im also curious, i sometimes wondering is EPF secretly collecting stocks using proxies while at the same time announcing disposal to create confusion and price control?

Posted by kl_guy > 2020-05-08 12:07 | Report Abuse

as i look at it, operator is collecting ,maybe epf or mahsing major shareholder or some syndicate which already have green light from major shareholder. One thing for sure, they are collecting. watch the daily volume for pass 3 day.

Posted by kl_guy > 2020-05-08 15:03 | Report Abuse

jackson88, if you are collecting , u such buy bit by bit. don't scare him off. I think operator in action.
Be patient and wait.maybe next week only action start.

Posted by kl_guy > 2020-05-08 15:26 | Report Abuse

don't be surprise operator push down to collect. For me it is very attractive with dividend yield of 7%. If drop more will buy.

Posted by MingGoon > 2020-05-08 16:06 | Report Abuse

Today, Parliment allows no confidence vote against PM

Mahsing ... property... will not be up for a while.
For long term ok, if got profit take profit first

Today friday ... not too sure how will monday be

come back again when Mahsing has more price weakness

Posted by limitupupup > 2020-05-08 16:08 | Report Abuse

monday no bursa

Posted by MingGoon > 2020-05-08 16:08 | Report Abuse

Monday - no trading...

Posted by Plantermen > 2020-05-08 16:10 | Report Abuse

Nuzul Al Quran on Monday { no trading}

Posted by MingGoon > 2020-05-08 16:14 | Report Abuse

Plantermen ... yes, Monday no trading ( Nurul Quran holiday)
More worry, what gonna happen on Tue...

Posted by Alex5199 > 2020-05-08 18:51 | Report Abuse

Don't worry! Be happy! Qtr Report on the way!

Posted by RainT > 2020-05-09 16:40 | Report Abuse

this among the best property counter?

think SPSETIA, SIMEPROP, IOIPROP is better more , haha