Posted by Daily8 > 2020-04-29 22:19 | Report Abuse

lvy tax imposed starting July 2019 last year.

The new tax was announced as part of the 2019 Budget. A levy of 40 sen per litre will be imposed on sugary drinks from July 1.

Posted by Daily8 > 2020-04-29 22:21 | Report Abuse

lets see

Posted by moneyfind > 2020-04-29 23:30 | Report Abuse

Actually im really not understand this MSM.
Public only hv 5% from total MSM Share.
Another 95%++ hold by institute..EPF disposed their share at ridiculous price.
Why EPF not pushing the price before disposed?sure their buy at above RM2-3++..And sure lost..
It easy to institute to push back the price..seriously easy..but why they keep the price at pathetic value?
Pls ppl like daily8 / oldchinaman enlighten me..

Posted by oldchinaman > 2020-04-29 23:45 | Report Abuse

refer to annual report 2019 , the analysis of shareholder as at 31.3.2020. pg 226. URUSHARTA JAMAAH, PUBLIC ISMALIC FUND YAYASAN HASANAH, VALUECAP, EPF sold about 11% (77m shares) to open market. from 20.3.19 to 1.3.20 ( from rm 1.90 to 30c . average about rm 1.10)

Posted by oldchinaman > 2020-04-29 23:51 | Report Abuse

The funds are manage other people's money, they don't care so much

Posted by sanjanx > 2020-04-30 10:47 | Report Abuse

Actually im really not understand this MSM.
Public only hv 5% from total MSM Share.
Another 95%++ hold by institute..EPF disposed their share at ridiculous price.
Why EPF not pushing the price before disposed?sure their buy at above RM2-3++..And sure lost..
It easy to institute to push back the price..seriously easy..but why they keep the price at pathetic value?
Pls ppl like daily8 / oldchinaman enlighten me..

-----------------------------------------------------------------

Yes so easy to push up this undervalued counter. Doing RM2 billion sales. Why EPF let go so cheap?

Posted by goodgain > 2020-04-30 11:58 | Report Abuse

Why push the price down? The old days of mahathir, using epf money to benefit his people. Felda is not his crony. Price push to bargain, make annual average price low, then some one in offer fake premium to takeover the company. Nothing new.

Posted by DragonPhoenix > 2020-04-30 12:14 | Report Abuse

breaking support...bye bye haha

Posted by DragonPhoenix > 2020-04-30 12:16 | Report Abuse

time to leave this counter

Posted by Daily8 > 2020-04-30 17:01 | Report Abuse

break support? break ur head

Posted by mike168 > 2020-05-04 12:26 |

Post removed.Why?

Posted by sanjanx > 2020-05-05 15:18 | Report Abuse

@turbochart go fly kite

Posted by DatoSriLuvGuru > 2020-05-05 19:13 | Report Abuse

GOOD NEWS GUYS! GOOD NEWS GUYS! GOOD NEWS GUYS! GOOD NEWS GUYS!

ARBB YEAR END TP RM 1.00--ARBB YEAR END TP RM 1.00--ARBB YEAR END TP RM 1.00

LET ME WRITE A SIMPLE SUMMARY ON WHY WE SHOULD BUY ARBB 7181 SHARES!

1.) Executive Summary
ARB Berhad, provides enterprise resource planning, Internet of Things (IoT), and re-energy solutions in Malaysia.

2.) Market Performance
GOOD-- (7 Day Return 19.1%) ( MY IT 4.8%) (MY Market 0.6%)


3.) Valuation
Is ARB Berhad undervalued compared to its fair value and its price relative to the market?
2.44xPrice to Earnings (PE) ratio

a.) Price To Earnings Ratio
PASS-- PE vs Industry: ARBB is good value based on its PE Ratio (2.5x) compared to the IT industry average (20.3x).

PASS-- PE vs Market: ARBB is good value based on its PE Ratio (2.5x) compared to the MY market (12.9x).

b.) Price to Book Ratio
PASS-- PB vs Industry: ARBB is good value based on its PB Ratio (0.8x) compared to the MY IT industry average (1.1x).


4.) Future Growth
ARB Berhad forecast to perform in the next 1 to 3 years based on estimates from analysts.
PASS-- 83% Forecasted Software industry annual growth in earnings


5.) Past Performance
PASS- Until 31 dec 2019
Revenue rm102.644mil / year
Earnings rm33.205mil / year
Profit margin 32.3%
Growing Profit Margin:ARBB's current net profit margins (32.3%) are higher than last year (27.7%).

.

How has ARB Berhad performed over the past 5 years?
PASS--58.0% Historical annual earnings growth

a.) Past Earnings Growth Analysis
PASS-- Earnings Trend: ARBB has become profitable over the past 5 years, growing earnings by 58% per year.

PASS-- Accelerating Growth: ARBB's earnings growth over the past year (684.6%) exceeds its 5-year average (58% per year).

PASS-- Earnings vs Industry: ARBB earnings growth over the past year (684.6%) exceeded the IT industry 17%.



6.) Return on Equity

PASS-- High ROE: ARBB's Return on Equity (27.5%) is considered high.



7.) Financial Health

How is ARB Berhad's financial position?
PASS-- Short Term Liabilities: ARBB's short term assets (MYR75.7M) exceed its short term liabilities (MYR1.1M).

PASS-- Long Term Liabilities: ARBB's short term assets (MYR75.7M) exceed its long term liabilities (MYR6.5M).



8.) Debt to Equity History and Analysis
PASS-- Debt Level: ARBB's debt to equity ratio (0.1%) is considered satisfactory.

PASS-- Reducing Debt: ARBB's debt to equity ratio has reduced from 3.5% to 0.1% over the past 5 years.

PASS-- Interest Coverage: ARBB's interest payments on its debt are well covered by EBIT (509.3x coverage).


MORE GOOD NEWS GOOD INVESTORS OF ARBB 7181 !!!
ARBB (7181) has 5 main Pillars (AND THIS IS NO CRYSTAL BALL NEWS)

1. Pillar number One

ARBB (7181 ) is doing IOT and others

THE Main focus for investing in ARBB(7181)is because of RM210 million was allocated under the programmed to encourage transition of businesses to Industry 4.0 technology from 2019 till 2021.


2. ARBB (7181) is doing ERP SYSTEM and others

AFTER MCO ARBB JV COMPANY WILL BRING TONS OF CUSTOMERS RAINING IN
(100% CONFIRM)......


3.ARBB (7181) is going for gov project

CONTRACT WILL BE SIGNING WITHIN 4 MONTHS........
(70%CONFIRM!)........

4.ARBB (7181) is going overseas
U.S COMPANY Caravan Capital Management LLC IS INVITING ARBB PERSON IN CHARGE GOING AMERICA TO MAKE PROMOTION ABOUT ARB BERHAD! BECAUSE Caravan Capital Management LLC HAVE LOTS OF U.S BIG COMPANY RECOMMENDED TO INVEST INTO ARBB......
(100% CONFIRM)

MORE AND MORE FOREIGN COMPANY WILL SAPU ARBB SHARES (100% CONFIRM).......

5.ARBB(7181) is related to gov...........RECENTLY.
WHICH GOV PARTY? DON'T ASK!!!!!! WILL NOT ANSWER!!!!!!
(100%CONFIRM)

THE rest are side dishes

Year 2020 will see ARBB (7181) turn into a Red hot bull run stock of IR 4.0 INDUSTRY just like OGSE was for 2019!

BUY NOW ARBB (7181) BEFORE THE PRICE SHOOTS UP!

Posted by Friendship > 2020-05-05 19:54 | Report Abuse

MSM going back to 1.00 soon

Posted by moneyfind > 2020-05-05 20:08 | Report Abuse

The operator inside MSM is super loyalty...everytime if the transaction exceed 38mils,means the operator still goreng2 this stock..the question is how far operator will push the price?

Posted by cinapeh > 2020-05-05 22:36 | Report Abuse

ARBB is a trap , push to dispose ARBB-PA, rights issue 1,008,150,000 pa on jan 209. 15 for 1 @ 1c BEWARE

Posted by goodgain > 2020-05-06 08:00 | Report Abuse

MSM open gap today?

Posted by sanjanx > 2020-05-06 09:39 | Report Abuse

comeon MSM

Posted by sanjanx > 2020-05-08 11:40 | Report Abuse

everyone wishes stop price to go up but some idiot wishes it to go down. Very sick attitude.

Posted by ezx7 > 2020-05-08 14:13 | Report Abuse

680 after this!

Posted by mf > 2020-05-08 14:15 | Report Abuse

Parliament Speaker accepts Dr M's motion of no confidence against Muhyiddin (updated) | The Star
https://www.thestar.com.my/news/nation/2020/05/08/parliament-speaker-accepts-dr-m039s-motion-of-no-confidence-against-muhyiddin

Posted by sanjanx > 2020-05-08 16:56 | Report Abuse

4 new appointments

https://klse.i3investor.com/companyInfo/boardroom/5202/08-May-2020/30781_729329389.jsp

https://klse.i3investor.com/companyInfo/boardroom/5202/08-May-2020/30780_729329391.jsp

https://klse.i3investor.com/companyInfo/boardroom/5202/08-May-2020/30779_729329428.jsp

https://klse.i3investor.com/companyInfo/boardroom/5202/08-May-2020/30778_729329429.jsp

Posted by pilato > 2020-05-08 17:23 | Report Abuse

No wonder,the share price is down

Posted by moneyfind > 2020-05-08 20:02 | Report Abuse

R they need share?oldchinaman pls comment

Posted by oldchinaman > 2020-05-08 22:32 | Report Abuse

Independant non executive director is a member of the board of director of the company, but not a member of the executive management team. No share for them , but they can buy from open market

Posted by alvin5588 > 2020-05-10 09:25 | Report Abuse

https://www.enanyang.my/?p=1404835&fbclid=IwAR00kZ62rQdGCd8_HfULaZT7_88tT-JnSyCRPsZF-8czj1ZUVe1pGG8ozv4

Posted by Alan12345 > 2020-05-10 16:03 | Report Abuse

https://www.theedgemarkets.com/article/msm-appoints-four-directors-including-exceo-and-former-umw-ceo

Datuk Hapiz also just appointed to Ancom Berhad board. As far as I know MSM supplies molasses to Nylex's subsi Fermpro to make ethanol. Seems like Ancom Bhd will benefit from securing more molasses from MSM.

Posted by ChartTrader > 2020-05-11 21:12 | Report Abuse

MSM (5202)—08/05

Forming a “Flag Pole” pattern which interprets as Bullish Signal. It is consolidating inside the Flag from $0.565 to $0.65.
Any further weakness towards $0.60/$0.58/$0.565 offers buying opportunity for future advancement.
A break above its “Flag” at $0.65 with volumes will propel MSM to $0.70/$0.75 and possible target of $0.785.
Stop Loss if $0.565 is violated.

Posted by ITCHYLEG > 2020-05-11 22:41 | Report Abuse

星洲日報／投資致富‧企業故事

Author: Tan KW | Latest post: Mon, 11 May 2020, 6:13 PM

Blog Headlines (by Date) Blog Index
疫情冲击‧大马糖厂能翻身？
Author: Tan KW | Publish date: Mon, 11 May 2020, 6:12 PM

关丹读者小陈问：大马糖厂（MSM,5202,主板消费产品服务组）前景如何？业务有何最新进展？股价能起死回生吗？

答：

大马糖厂难逃冠病疫情打击，今年料将难以展现“甜蜜笑脸”，分析员预期，随着白糖需求因疫情冲击下，该公司全年料将蒙受9520万令吉核心亏损，前路依然艰难。

全年料亏9520万

艾芬黄氏研究指出，冠病疫情短期内使白糖需求疲弱，平均售价承受下行压力。原本白糖产量走低有助推动价格走扬，惟疫情将使2020年白糖供应不足预测，转变为供过于求局面，使大马糖厂继续蒙亏而难以翻身。

该行预期，该公司2020年的原糖产量料走低，特别是全球2019/2020年的白糖产量料下跌600万公吨至1亿7400万公吨。这主要是预期印度产量将减少500万公吨，因收割农场面积较小及平均白糖产量走低。

该行指出，白糖主要生产国巴西及泰国的产量数据料将缩减，因巴西将更多甘蔗充当生产乙醇，以及泰国的甘蔗产量则下跌。

原糖价格走高至2019年杪，惟过去1个月却出现扭转向下趋势，相信是白糖需求下跌所致。同时工业和出口领域的平均价格压力可能会重现，因它们正在密切关注国际白糖价格走势。

今年至今的马币兑美元汇率走贬6%至4.34水平，马币汇率走低对大马糖厂弊多于利，因为原糖的价格是以美元计算，马币走贬将侵蚀白糖产品赚幅，惟出口部分产量将弥补一点损失。

该行认为，下游产品的出口计划保持不变。该行看好该公司扩展至加值下游产品的计划。大马糖厂3年策略计划中的一部分，是放眼多元化产品种类以推高产量，提高柔佛提炼厂房的使用率（目前仅为约20%）。

该行获悉该公司收到更多有关液体糖和预混料的询问，惟尚有待攫取更多销售量。该公司进一步多元化产品，如将于2020/2021年推出糖浆、炼乳和巧克力等产品。

随着大马糖厂股价涨24%后，该行相信其股价目前在较合理价位徘徊。在2020年，该行预期核心亏损将维持9520万令吉，主要反映冠病后白糖需求走软。

由于股价潜在升幅有限，该行将其之前的“买进”下调至“守住”评级，目标价则保持在44仙或等于2020财政年每股账面值的0.2倍水平。

本栏并无作出任何股票交易的建议，一切买卖盈亏自负，在采取投资行动前，请依本身的投资条件与情况，及向你的证券经纪咨询

--

Raw sugar price drop to US0.10 (RM0.98) per pound from US0.16 per pound since end of march 2020.

And refined white sugar is a controlled price item in Malaysia and they're selling it for RM2.90 per kilo. Brown sugar is selling at around RM3.50 per kilo. All the supermarkets/sundry shops have to pay cash in advance to stock up.

During MCO, consumers are cooking and eating more at home which means they are consuming more sugar. This has been proven by research and also, sugar consumption per capita in Malaysia is ranked top 5 in the world.

I suspect the analyst Tan KW is still sleeping. He say target price is 44cents, I will buy all even at 55 cents. How many do you have????????????????

Posted by ITCHYLEG > 2020-05-11 22:50 | Report Abuse

Sorry usd 0.10 p.pound = to RM 0.98 p.kilo

Posted by sengkee > 2020-05-14 07:16 | Report Abuse

Ethanol, which is widely used in producing sanitizer, is made from cane sugar molesses.

Does MSM Perlis in Chuping supply cane sugar molesses to Malaysian top ethanol producer, Fermpro Sdn Bhd (Nylex's subsidiary)?

Posted by moneyfind > 2020-05-15 00:48 | Report Abuse

15hb may crucial for MSM..go down then bye2...0.575 is good area support..

Posted by 5354_ > 2020-05-15 09:41 | Report Abuse

IPO RM 3.38 why can approve when 60 sen today?

Posted by thesigncom > 2020-05-15 09:49 | Report Abuse

MSM mali

Posted by ccy123 > 2020-05-15 10:05 | Report Abuse

Badly undervalued

Posted by ccy123 > 2020-05-15 10:06 | Report Abuse

IPO 3.38 YEAR 2011

Posted by ccy123 > 2020-05-15 10:07 | Report Abuse

Yes. supply cane sugar molasses to sanitizer producers

Posted by moneyfind > 2020-05-15 10:38 | Report Abuse

MSM vrooommm vroomm...go go meet 0.7 famili...vroomm

Posted by moneyfind > 2020-05-15 11:20 | Report Abuse

Vroommmmmmmmmmmmmmmm

Posted by Hotwires > 2020-05-15 11:20 | Report Abuse

Broke major resistance 65c with high volume. Very good sign

Posted by ITCHYLEG > 2020-05-15 11:25 | Report Abuse

turbochart Sold all at 64again. 5th round....kikiki...590 gogogo!!

IKAN BILIS

Posted by Hotwires > 2020-05-15 11:29 | Report Abuse

Nothing wrong with taking profits. MSM has been range bound between 58c-64c for weeks. Now the final decision is to make a breakout. So should buy again IMHO

Posted by thesigncom > 2020-05-15 11:30 | Report Abuse

70 sen lai liao

Posted by ccy123 > 2020-05-15 11:37 | Report Abuse

The game just started

Posted by blahbleh > 2020-05-15 11:38 | Report Abuse

Perhaps new chairman will be onboard, politician kekeekek

Posted by rlch > 2020-05-15 11:38 | Report Abuse

Sugar+sanitizer good biz?

ccy123 Yes. supply cane sugar molasses to sanitizer producers
15/05/2020 10:07 AM

Posted by rlch > 2020-05-15 11:42 | Report Abuse

Sell sugar to Arab Saudi?

Posted by SK92 > 2020-05-15 11:50 | Report Abuse

what happened to this counter

Posted by Hotwires > 2020-05-15 12:03 | Report Abuse

The pattern is almost similar. Previously after reached 45c it did a correction until 37c. Range bound between 38-43c for 2-3 weeks. Suddenly in 1 day it was push up from 40c and broke 45c. Then volume came in and push up the price to 52c in the morning session. By 3pm it went up to 55c. Stay there between 52-55 for 1-1.5 hours before push up again and finally closed at around 60c. The next day it was open higher and managed to hit 67c before falls to 62c. Then it range bound and drifted lower between 65c-58c for almost the same period (a bit longer actually)

See how it goes today..

Posted by rlch > 2020-05-15 12:21 | Report Abuse

76 sen then no more power? Same with PN govn come Monday?