u sold all clean?

OT: dude...they really pyscho

Is material cost affected by weak MYR?
Gamuda and CMSB are in my mind 

As far as CMSB is concerned, if bijan is ousted, thing may turn ugly. The next PM may 'punish' Sarawak for supporting bijan.

where is ur banking stocks? last time i remembered you have couple of them 

now seems a lot of stock start have good bargain liao 

any target?

but when i see USD:MYR  approaching 4.1 now....

hmm 1997 currency crisis symptom? 

sell all stock, go wedding lagi best 

Which one are aiming on a Sat morning? 

Tiger bank is blue chip, but still drops like 

TNB jatuh, DiGi also jatuh, no?

From customer point of view, I am not imoressed at all with digi. Their internet is damn slow, cant be connected and hell lotsa problem

I was thinking of getting some TNB share too.

The question now is that how low can its share price go to ?

Did some study on Tenaga:

The recent drop in price has wiped of 22.9b in market cap, about 1.27x of 1MDB 18b assets (12b assets + 6b debt)

Pros
1. Increase in USD is negiligble - 10% increase in USD decreases <1% profit

Cons
1. Not much growth catalyst - coal/fuel cost variances are pass back to consumer via ICPT. Strong earnings in 1H15 was just one-off event
2. Assuming that TNB is going to get an unlikely 50% discount for 1MDB assets, net gearing will already double from 30% to 60%

Assuming a historical PE of 10, EPS of 115cents (FY14) and CAGR of 10%

Fair value = 10*115*1.10 = RM11.40

forumer here seems still so steady 

no panic here at all. all strong portfolio 

But I noticed you profile bz counting $$? 

so confident in O&G?

Century is a leading provider of supply chain solutions in Malaysia. Further dissecting the business segments, integrated logistics is the bread and butter for the Group which contributed to 72% of FY14 revenue. Oil logistics provides ship-to-ship transfer for both fuel and crude oil in mid-sea and contributed 18% of FY14 revenue and 37% of the operating profit. The remaining 10% of revenue came from the procurement services, which assembles electronic and electrical appliances.

Top 10 customers include local established names like F&N, Mondelez (formerly Kraft), Celcom, Press Metal, and Hartalega. We believe that the FMCG-oriented customer mix is favourable to CENTURY due to the resilient demand of food and beverage products.

hmm i long time no log in this forum, unker gark said wat?

Will this news have major impact in term of business relationship? 

Century Logistics: Gets RM22m letter of demand from Nestle. Century Logistics Holdings has been slapped with an RM21.6m letter of demand from Nestle Products SB for purported losses and damages. Century said its wholly owned subsidiary – Century Total Logistics SB (CTL) – received the letter at 6.30pm yesterday. Century currently manages about 2m sqf of warehousing space. It said that the demand from Nestle was “baseless and unsubstantiated”. (StarBiz)
sounds not bad too for this company prospect.

But as usual, I don't undertstand why company like to borrow $$ to invest in capital then give out dividend  .

The increase in pre-tax profit by 85.9% includes the gain on disposal of a commercial land amounting to RM10.784 million.