how is everybody doing in this forum, must be earning alot of money i guess

I can think of is,

- Still undervalued  - Yup, I agree but in terms of future profit rather than landbank re-valuation.
- High cash flow  - Will get more once their Landmark building gets the re-furbishment it needs.
- Potential of revaluation  - re-valuation is just on paper. Unless they develop their land, revaluation exercise is just that.
- Potential of giving special divvy (wah!) - Cannot be special divvy until 70sens... They don't have that kind of cash and they just took a 70 mil loan.
- Potential of M&A target  -  Possible but unlikely as their landbank is not really special and most Iskandar theme players have much much larger land banks.
- Iskandar theme play (cheapest one) - Yeah seems like it.
- Media/Catalyst sees it, FINALLYYY  - haha awareness I agree, this stock is really boring old man stock.

Dali blog about it few days ago.
http://www.malaysiafinance.blogspot.com/20...t-strategy.html
That's about 8-10% discount from peak.

Sometimes you wish it goes up, it drops.
Sometimes you wish it goes down, it goes up.

So best approach is 50:50. 50% in stock, 50% holding cash.

But I am towards 90% stock now la.

Hehe not asking for 70 sens, if qtr 4 Daiman gives 20 sens, then wet dream liao.

should i withdraw fund now? to avoid election crash.

TDM announced 22 cents tax free dividend...     

Fly birdie fly.... finally free from someone's curse.....

Nice call gark.

Unexpected higher divvy coupled with bonus issues & split.

One easily make 40c from your call at 4:21pm yesterday. 

How come not highlighting bonus and split before market closed

The trick is spotting the dividend and read all the documents.. the 22cent dividend announcement is hidden deep inside the audited annual statement TDM announced yesterday at 3.15 pm.

You open the audited annual statements and see if you can spot it?

P/S A lot of hidden dividend announcement is hidden under Q and annual report....I have found lots of those already.

Bro is just read the audited  info,  is it on page 59  Part 1? (Proposal during AGM)

Do not mind if it is a goreng king.

But we still can invest based on Values.

Who wants to buy Daiman in permanent coma stage.

r u sure?

i read d details on page 59  (Part 1).  i see nothing on page 2

i'm reading the PDF  it's page 4 bro, however  page 2 is TOC 

details is on page 59....      positive 

The splits and bonus do give me  a hint that TDM future earnings would be quite flat for a year or 2 aka tough .

But most investors are excited to jump in and buy now.......

For TDM you need to look beyond the CPO price.

They have 40K land in Kalimantan, of which 12k ha has been planted since 2008. This year they will plant another 6k ha. Their initial 6-8k ha has come to fruitation since mid 2012, hence will start to contribute from 2013 onwards. Even at stagnant CPO prices, they will have increased CPO production of +20% in 2013 from the contribution of their kalimantan plantation. Thier first palm oil mill in Kalimantan is scheduled to be operational in mid 2013. Current terrenganu plantation is not efficient as it has been badly abused by the previous owners, hence CPO yield is low at below 20 tpha with oer of 19%. Plantation in Kalimantan is much more fertile volcanic soil, which can potentially yield 23-25 tpha with oer >23%.

There are 2 new hospitals going to be up which will raise the the number of beds by 50% operational end of 2013. Their healthcare division has been growing at a very good CAGR of 17% since 2004. So far at current share prices, all thier land will only cost RM 25k/ha with free hospitals and palm oil mills thrown in, one of the cheapest in the industry.