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Dystopian

Rumours


Rumour Of The Day 12 Feb 18 Salutica

Watch out for even more bad news for Salutica Bhd (0183) this coming quarter. The Company reported its 2QR last Friday which on first impression shows that things have stabilized. It apparently hasn't and on the contrary is getting worse. I started going cold on this counter last August after hearing some negative whispers about weak earnings a...

Rumour Of The Day 6 Feb 18 Hengyuan

I lost momentum last month - I must admit - suffering from the lack of inspiration to write. Not saying it is a writer's block. Yes at time it isn't easy to muster the mental will to write even a short piece when there are plenty of stuff to write. Anyway, I just wanted to pen this down for the record as the whisper is pretty startling. It is ab...

Rumour Of The Day 17 Jan Dnonce

This news from the printing press in the Star and its new baby StarBiz Premium could possibly get some investors excited. By my reckoning, however, it isn't new. Since last May, I heard that an alternate block was being built. Today's news mentions that the single largest block of 24.48% belongs to its CEO Law Kim Choon. I am under the impressio...

Rumour Of The Day 9 Jan Harta

Here is the latest street whisper on Hartalega (5168). In my last post, the word was a bonus issue in the pipeline but this has taken a slight twist with a share split now the top choice and offering from the Company.  My thoughts. Split or bonus doesn't really matter in the current manic driven market. So long as there is one I am pretty sure ...

Rumour Of The Day 29 Nov Yong Tai

This is something you want to take note of if you are still long on Yong Tai Bhd (7066). The Company hosted an investor presentation recently. Unfortunately the file I have is too large to attach to this post but suffice for me to say that it is pretty well done, warm enough to entice attendees to buy some. Here are just a couple of images grabb...

Rumour Of The Day 28 Nov Insas

There isn't much in this rumour on Insas (3379) as it or rather the whispers aren't new nor very helpful aside from the usual MO that someone or something will happen soon. I personally have heard different versions of the catalyst(s) in the past year premised on the huge discount of its price to NTA. So it is pretty bland. I am sure you too may...

Rumour Of The Day 23 Nov LionInd

This rumour on Lion Industries (4235) says that it will report a Q1 number that will surprise to the upside. Based on the past 3 years records, the odds are high that Lionind will report this week either today or tomorrow.  I saw the latest guidance in blogspace for Lionind to report a PAT of RM54m-60m. You can check out his calculations here. h...

Rumour Of The Day 22 Nov Hartalega

Here is a street whisper on Hartalega (5168) that is more bread and butter stuff. Before that, do read the note I wrote on the call warrants last Friday.  Rumour is it is due to do another bonus issue. Probability of a bonus? Hmmmm... if the shareholding structure of Hartalega in the eyes of the major shareholder(s) were deemed imbalanced bas...

Rumour Of The Day 13 Nov XOX

Please treat this rumour on XOX (0165) judiciously and really carefully. The target price is wild but the 'group' behind this is known to be aggressive.  As I acidly said last Friday this is either a time to celebrate for the coming rally or continue to weep and wait for its return. 

Rumour Of The Day 30 Oct KNM

Here is a quick blast from the past to get things moving in this rumour post on KNM (7164). Before the wheels came off the wagon, KNM was given TPs of RM1.00 to RM1.50 back in 2014. Until OPEC let rip its war on shale. Anyway, diving straight into two fuzzy rumours I heard this morning. One gives a 50 sen target, the other none but with the ...