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garlic Member Star
Total Cumulative Posts 109
Joined Feb 2013
Gender Male


 User Comments

STOCK: UMW (4588)

Blog 06 Nov 2013, 11:01:28 AM
by convention, the 3rd quarter will be the strongest quarter for UMW bhd based on previous results, can expect the dividend + special dividend to be announced this coming quarterly result after successful listing of UMWOG

STOCK: UMW (4588)

Blog 06 Nov 2013, 10:58:07 AM
UMWOG is listed sucessfully, waiting for the special dividend from UMW Bhd now


Blog 18 Jul 2013, 2:30:45 PM
another rare counter that never surface in the eye of analysts


Blog 18 Jul 2013, 9:59:59 AM
If I were the major shareholder holding over 70%, I'll find a way to privatize it, how the hell will I want to share the with the public the dirt cheap land price purchase for the Amverton Cove Golf & Island Resort - 2000 acres, below RM 1 /sq.ft....now worth > RM 50 / sq.ft

cannot find anymore nowadays ...... debt free some more....



Blog 05 Jul 2013, 9:28:09 PM
for your further reading, http://ecoworld.my/team/

familiar with the faces ? Dato Chang Khim Wah & Dato Sundarajoo ?

this will help you to gauge how true the rumor spreading that some senior managements left the company & joined the new company believed to be Liew's proxy


Blog 05 Jul 2013, 5:32:28 PM
Those who are into this counter, please re-access the situation again if Liew is leaving the company. The moment he make announcement, it will make impact directly to the share price

in any industry, the moment a company advertise job listings at online jobs portal, that is the moment they are revealing the company internal affair to their competitors / rivals - normally the HR wouldn't opt for this option unless they have no other option left.

search for following: Jobstreet , type S P Setia Bhd to filter to match company jobs listing. Analyse the followings:-

1) number of vacancies listed in the past few months - what can be deduced ?

2) level of experience (years of experience) staff they are looking - what can be deduced? Liew started to head SPSetia around 2005 ? current year 2013 , 2013-2005 = 8 years. those years of experience level they are looking will let you know what type of staffs involved.

3) the posting locations - what can be deduced?

how much $$$ involve to retain those staying back ? how much more vacancies going to be advertised ?

We can roughly estimate the date of his departure by observing his personal characteristics & developments taking place around recently.

developments taking place:-

1) Junior Liew bought a piece of land from MMCCorp at Iskandar - Eco World Sdn Bhd as reported by The Edge
2) Eco World Sdn Bhd appointed Salcon Bhd as main contractor http://www.reuters.com/article/2013/06/21/malaysia-press-spsetia-idUSL3N0EX01V20130621
3) Directors of Salcon Bhd = ex-SP Setia directors
4) Successfully launch of Battersea Phase 1
5) Ground breaking of Battersea / launching of Battersea Phase 2 recently
6) Liew made statement on The Star paper that he'll leave early....
7) Jobstreet vacancies listing

If you were in Liew's shoe, how & when will you choose to leave as a top performer, top CEO, a well known corporate figure & a wealthy man ?...

my personal opinion - it must be at SPSetia peak performance, especially when Battersea project is on solid footing - Battersea Phase 2 successful sales order / major infra approved......

any good news for this counter in future = a step closer/faster for Liew departure.

* unidentified rumor says he was approached BY Najib to head the ministry of urban development, local government & housing after GE13 but he turned down the offer - means " they indirectly don't want him to stay any longer with the proposed offer "


Blog 04 Jul 2013, 11:45:40 PM
sometime, we will make more money focusing on low profile under research companies...


Blog 04 Jul 2013, 11:42:22 PM
morphing into construction company ...

worth to put into watch list

STOCK: E&O (3417)

Blog 04 Jul 2013, 11:36:56 PM
anyone notice Sime Darby Bhd is increasing their stake in this company?


Blog 04 Jul 2013, 11:35:17 PM
[QUOTE=Warren @ 18 Jun 2013, 11:26 AM]2677[/QUOTE]

everyone margin of safety differs, you need to ask you self if you are comfortable with the margin of safety....not taking other people margin of safety comfort level as a gauge

after one month come back check, got improvement {:smile}. logging off & coming back again in a month time{:lol}

this is investing ma...no need to watch screen everyday, very tiresome le watching screen


Blog 30 May 2013, 12:18:35 AM
Really no one is looking at this counter? i'm really amazed :)

Year ROE ( > 10% )
2010 13.99%
2011 19.98%
2012 11.17%

Current PER = 10.6, Past average PER for 10 years = 13.55

Current year earning per share = RM 0.4178

D/E = 0.48 (< 0.5 )

fast estimation , this counter is worth roughly = 13.55 x 0.4178 = RM 5.66

ok, we keep quiet & silently accumulate :)


Blog 29 May 2013, 12:56:54 PM
[QUOTE=chang @ 29 May 2013, 10:30 AM]2628[/QUOTE]

most of the research houses giving target around RM 6.00

28/5/13 - RHB: RM 6.50
28/5/13 - Public bank : RM 6.02
28/5/13 - MIDF : RM 6.08
28/5/13 - Kenanga : RM 6.06
28/5/13 - HwangDBS : RM 5.90
28/5/13 - HLG : RM 6.87



Blog 28 May 2013, 2:09:56 PM
i like this consumer stock

STOCK: FM (7210)

Blog 28 May 2013, 2:04:41 PM
hit my earlier target already, taken my profit & moving to other counter.

coming back soon when the price is right


Blog 28 May 2013, 2:01:28 PM
I searched from KLSE website, there are only 3 issues of CWs available to track Dayang, namely Dayang-CD(C), Dayang-CE(C) & Dayang-CF(A). The following are the details

Dayang-CD(C): RM 1.40
Current price:
Maturity Date 29/11/2013
Exercise/Strike/Conversion Price MYR 2.2000
Exercise/ Conversion Ratio 2 : 1
Premium (Discount): -1.96%
Gearing: 1.82
Status: In money

Dayang-CE(C) : RM 0.795
Maturity Date 30/04/2014
Exercise/Strike/Conversion Price MYR 2.7000
Exercise/ Conversion Ratio 3 : 1
Premium (Discount): -0.29%
Gearing: 2.14
Status: In money

Dayang-CF(A) : RM 0.42
Maturity Date 22/04/2014
Exercise/Strike/Conversion Price MYR 3.1800
Exercise/ Conversion Ratio 5:1
Premium (Discount): 3.53%
Gearing: 2.43
Status: In money

Lifespan comparison: CE & CF almost the same
Gearing comparison: CE & CF almost the same
Sensitivity : CE more sensitive compare to CF due to lower exercise ratio
Premium/Discount: CE in discount whereas CF commanding minimum premium

I'll pick CF because it is offering the highest gearing number & lowest cost per entry. The discount by CD & CE might be indicating it is quite hard to sell away the warrants.

So far , no new issue by issuers, good indications for the existing traders.


Blog 28 May 2013, 1:43:57 PM
this counter like hot cake recently, anyone playing here?


Blog 28 May 2013, 1:43:20 PM
report card okla....CG hanging around RM 0.13 now

Current Petdag Price = RM 24.92
Current Petdag-CG = RM 0.13
Maturity Date : 30/01/2014
Exercise/ Strike/ Conversion Price : MYR 23.5000
Exercise/ Conversion Ratio : 20 : 1
Premium (Discount): approximately 4.7%
Gearing: 13.5 times



Blog 17 May 2013, 3:39:27 PM
@cheongcy, not too bad this pick :), in my watch list now


Blog 17 May 2013, 3:36:13 PM
if you guys bought Petgas-CH on 8/5/13 at RM0.075, today already double up your capital within 1 week time.....still, don't listen too much to my bullshit :)


Blog 17 May 2013, 3:24:25 PM
[QUOTE=garlic @ 14 May 2013, 12:12 PM]2579[/QUOTE]

apa cerita, anyone profit? sure no one follow what garlic bullshit...

never mind la, those missing the boat just watch la, those in the boat 23rd May 2013 judgement day - report card day!

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