MPHBCAP: 21.Oct.19 update of R & S

Resistance 1.14, then 1.16

Support 1.07, 1.04

Pls break the wall!!!

Affin: Head up for its low 1.94!

Just catch the falling knife, but is too cheap for me to ignore him! Wish for special dividend if insurance business able to change hand!

AXA, Affin mull options for Malaysian insurance business worth US$650m

https://www.thestar.com.my/business/business-news/2019/09/05/axa-affin-mull-options-for-malaysian-insurance-business-worth-us650m

I heard one big Europe insurance going to take it!

MPHBCAP: Just rebound again from 1.04 low

No much time left (option end May 2020) for MPHBCAP to think how to deal with the insurance business MPI Generali Insurans Bhd. 2 possible situations could be happened in next few months.

Situation:

1. Italian Generali Group sell the 49% to MPHBCAP.

2. MPHBCAP sell the remaining 21% share to Generali Group.


Situation 2 unlikely happen as Bank Negara will block it again with no reason given again.

So, situation 1 will likely happen.

But how MPHBCAP able to fund the purchase as the company cash flow will stuck with this huge re-purchase share.


So, MPHBCAP need to find a strategic way e.g. find a partner to eat the 49% shares, or sell the 49% to another Insurance company.


No matter how, MPHBCAP will not able to "telan" back the 49%, boss need to find a way! Boss will not "telan" it as he don't like Insurance business, that is what I think about him.

What will Generali do with its stake in MPHB’s insurance subsidiary MPI?
https://www.theedgemarkets.com/article/what-will-generali-do-its-stake-mphbs-insurance-subsidiary-mpi

Rebound Chart:

Again, I will still continue buy MPHBCAP as I think at price 1.12 now is still a price mismatch to the real value of the company.

MPHBCAP: why you must have it in your portfolio?

Because you going to get the insurance business free!!!
This is not fake, this is not a joke, this is ABSOLUTELY TRUE, FAIR AND CORRECT!
Especially at current price 1.10!
Watch the 2013 video which recommended by Maybank Investment! Although is 2013 recommendation, as it today I still think it is still valid and reasonable fair value for MPHBCAP!

MPHBCAP: Price is getting cheaper when the profit getting bigger

Weekly Chart:

Collecting, keep collecting as the stock is super cheap!
Look the the weekly chart, is slowly moving upward but someone is stopping it.
I'm not sure why, but I think someone want to collect cheap and try to stop the price moving up.
The insurance business issue need to settle next year end of May as the put option is due soon!

2019 sure is the bigger profit year and 2020 sure a GREAT YEAR for MPHBCAP!!!

Quarterly PNL

Annual PNL (Q2 YTD)

MPHBCAP: Historical Low! Mismatched in asset and market value!!!

What is cooking inside to make it so low (historical low)?

I guessed privatisation is the only the answer or the company going to make a tsunami loss in financial performance! Privatisation is most likely...i guessed! 

Quarterly financial performance:

ORIENT: A perfect diversified holding company!

Oriental Holdings Berhad, an investment holding company, is engaged in automotive and related products, plastic products, hotels and resorts, financial services, plantation, and property development businesses in Malaysia and Singapore. It operates in six segments: Automotive and Related Products, Plastic Products, Hotels and Resorts, Investment Holding and Financial Services, Plantation, and Others. The Automotive and Related Products segment involves in the retail, assembly, and distribution of motor vehicles; manufacture of engines, seats, and other related parts; and trade of spare parts, accessories, and related component parts. The Plastic Products segment manufactures, assembles, and distributes plastic component parts; and manufactures plastic technical and industrial goods and equipment. The Hotels and Resorts segment operates as an hotelier. The Investment Holding and Financial Services segment invests in shares and bonds, as well as is engaged in letting properties, and providing leasing services. The Plantation segment is engaged in the cultivation of oil palm. The Others segment develops residential and commercial properties. This segment is also engaged in the provision of management, marketing, advertisement, and central reservation services; provision of freight forwarding, and shipping and commission agency services; manufacture of wire netting, wire mesh, barbed wire, weld mesh, nails, and building materials; and the distribution of cement, and also manufacture and trade of concrete products. Oriental Holdings Berhad is based in Penang, Malaysia.


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