Member Profile
MatCendana  |
| Total Cumulative Posts |
5 |
| Joined |
Mar 2012 |
Comments
| | User Comments |
 |  02 Feb 2016, 5:08:16 PM
7.5 sen dividend, 1-for-2 bonus after share split following a good financial year - I'm in. Fiamma's management has done a good job so far and they look capable of steering the company through these volatile times. |
| 19 Aug 2015, 1:26:03 AM
EPS of 12 sen for the latest financial year. Same as last year. This for a 20 sen par value counter, now at only 36.5 sen. Land & General is one of the most undervalued counters at BSKL. Solid management team which properly balances growth while keeping an eye on the ever changing business environment. |
| 19 Aug 2015, 1:17:17 AM
At 1.53, it's a notable discount over the 1.80 IPO price. Steady business model, with operating costs quite predictable. The only problem is its big debts. However, this isn't an issue when income covers debt servicing. In times of turmoil, Malakoff looks like steady investment. |
| 01 Sep 2012, 4:47:41 PM
[QUOTE=petracot @ 01 Sep 2012, 02:43 PM]1746[/QUOTE]
I've been a P1 subscriber since April 2011. Before that I was using Celcom Mobile Broadband (RM69/mth) when in Pasir Mas, Kelantan. Then in Batang Kali, Kepong and Kota Damansara. When I married, I decided to consolidate our internet connections (my wife had also used Celcom - the RM98/mth package).
We got the (then) RM169/mth WiFi package that came with a wifi router for the home (for 5 users) and mobile modem; 30 GB quota. This package is now RM149. I must say that although we had thought about changing to YES, Unifi, Maxis, we never did make the move. One of the reasons is P1's flexibility. It's not as fast as Unify, of course, and at peak hours the service can get slow. But on the whole, we are satisfied enough with it.
By the way, when I visit my parents in Alor Star, I would just take the router with me and provide internet service for all of us:-) It doesn't cover the whole of peninsular Malaysia but if it covers the areas that you frequent, then I'd say it's good enough. |
| 31 Aug 2012, 7:08:45 PM
[QUOTE=mahmood @ 31 Aug 2012, 04:03 PM]1741[/QUOTE]
Hard to say. On one hand, its current price is reasonable enough. However, I don't see much chance of a significant capital gain in the next few months... unless if it announces something juicy concerning its business.
It's trying to get into the telco business. Although its phone rates are attractive, it's a very tough proposition competing against giants like TM and the cellular companies. And YTL Power's YES is also trying to get in.
But I wouldn't totally discount GP just yet. If it can get a break - create a killer internet- or phone-based service or tie up with one of the giants, then its future will be bright. |
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