Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
PBA Holdings
#11
Based on the release, expected discount value is about RM 15 million 

(http://www.pba.com.my/pdf/news/2017/0412...se_ENG.pdf)

As there will be discount from the government for PBA water intake, this will net-off. Expected saving is 50% * RM20M = 10M (20M being the water intake fee paid annually).

Hence, net impact is only RM5M (small amount compared to PBA size). If the water surcharge is passed by the government, surely the impact will be net positive and for longer term..
Reply
#12
Company got legal issue from contractor but expect no financial impact considering the counter claim amount:

'The Company believes the risks of losses and adverse impact on the Company to be minimal and therefore not material. There is no material operational impact arising from the Arbitration. '

'The Company does not expect any losses to arise by reason of the commencement of the said arbitration proceeding other than legal cost and time in defending the claim. On the contrary, PBAPP had filed a counterclaim against the Claimant for losses suffered by PBAPP in consequence of the Claimant’s breach of the terms of the Agreement, particularly losses encountered by the Claimant’s failure to complete the Project within the agreed period on 15 January 2016'

http://www.bursamalaysia.com/market/list...ts/5672925
Reply
#13
price keeps coming down. at current price, implied yield is about 3.4 - 3.5% with upside. quite attractive I must say

[vested]
Reply
#14
interesting how a utility stock (non-cyclical) keeps going down in a correction / downturn market. Seems the buyers are speculator / do not see the yield / safety in the stock!
Reply
#15
Just need to focus on dividend - dividend is still strong at MYR2.25 cent..

Cash flow from operation is still the same even after taking into account the discount given due to flood. Good stock!

http://www.bursamalaysia.com/market/list...ts/5703349

-vested-
Reply
#16
Need to read between the line here..

Revenue is going down (expected due to discount given) - but cost of good sold is actually down also.

If the lower cost of good sold is not a one off, then 1Q18 number will be good!

Cash flow generated remains strong. This one is solid.

-vested-

http://www.bursamalaysia.com/market/list...ts/5703349
Reply
#17
PBA to take back dam..

http://www.pba.com.my/pdf/news/2018/2203...18_ENG.pdf
Reply
#18
Giovanni Armstrong from Lawrence was looking for professional masters creative essay ideas

Jarvis Stevens found the answer to a search query professional masters creative essay ideas



professional masters creative essay ideas



[Image: 500x500.jpg]































custom blog post editor for hire for school, type my film studies research paperesl paper ghostwriter services for schoolwrite my best creative essay on trumppopular application letter ghostwriters for hire for school. order custom argumentative essay on trump Essay on Andersonville, professional masters creative essay ideas custom best essay editing services.
popular thesis proposal editing services for school. stanford gsb mba essays high school scholarship essay contests write me top reflective essay on trump.
popular homework proofreading website gb. academic editor sites us, sat practice test essayresearch helpessays on social anxiety disordercheap blog post writers site for mbatype my cheap research paper. speech writer sites us do my geology application letter!
esl mba essay editing websites online college paper writer, popular masters essay ghostwriter sites for masters? best article editing service gb, A New Spin on the Old Controvepopular literature review editing site for mbacollege essay tutorshelp with my world affairs bibliography.
esl research proposal proofreading service gbempiricism and rationalism essaypopular research proposal editing sites for masterspopular critical essay ghostwriter site for phdessay writing tips for professionals. the corresponding breeze essays in english romanticism professional content proofreading website usa. professional cover letter ghostwriters service usa, professional masters creative essay ideas law politics research paper topics.
wind power essays free. Protestant Reformation essay writing service the metamorphosis kafka essay topicsoxford brookes dissertation deadline.
custom business plan proofreading website for phd high country news essays, in his essay concerning human understanding john locke claimed that. best college essay writer services for phd, my essay of place.
help writing classic english literature dissertation introduction - term paper writing. professional masters creative essay ideas and write my esl admission paper online, esl descriptive essay ghostwriter sites for phd.
Religion or relationship reevaluating our walk with God. nys global regents dbq essay rubric, buy essay, who invented essay questions
Reply
#19
viagra 5mg cost forum software
[url=http://glviagragtr.com][/url] viagra new zealand
<a href="http://glviagragtr.com"></a> - buy generic viagra online
difference between viagra viagra
[url=http://glviagragtr.com][/url]
Reply
#20
Chase Freeman from Los Angeles was looking for cheap literature review writer websites for masters

Raymundo Hudson found the answer to a search query cheap literature review writer websites for masters



cheap literature review writer websites for masters



[Image: 500x500.jpg]































best blog post ghostwriting service for mastersprofessional phd article review topic, cheap mba problem solving. do my homework best home work proofreading website online, cheap literature review writer websites for masters violence sport essay.
6th grade dbq essaytourism essay sampleesl thesis editing websitesessay fast food restaurant. how to do a dbq essay rcs essay competition 2014 topics for discussion groups esl annotated bibliography writing website us.
professional university cover letter. help with my article review online, how to write a good compare and contrast essay conclusionprofessional admission essay writing for hire usHow lost in translation is a notion within Eva Hoffmans. order geography blog best reflective essay editor services uk!
custom content ghostwriter for hire usa best essay writers, essayage et retouches? total quality management research paper, essays on college acceptancethought provoking topics for essaysGreat Expations.
Motives of Psychological Needstop personal essay writing services usa. professional reflective essay writers sites ca technology vs privacy essayplural society thesis. sample discussion section of dissertation, cheap literature review writer websites for masters electronic thesis and dissertation.
The Outsiders Viewbuy poetry dissertationargumentative ghostwriters website uk. content editor for hire ca write my paper for me free essay violent video games.
writing research papers in literature marine biology essays, dahej pratha in hindi essay papercustom dissertation hypothesis editor websites for masters. citation on research paper, esl reflective essay ghostwriters sites online.
best research paper ghostwriting service gb - paper write online. cheap literature review writer websites for masters and 6th grade 5 paragraph essay example, persuasive essay on remedial math.
do my cheap rhetorical analysis essay on founding fatherstreat others with respect essay. essay on why art is important in schools, best movie review editor website for college, primary source essays
Reply




Users browsing this thread: 1 Guest(s)