tag:blogger.com,1999:blog-7090515759337762.post2026851386357325184..comments2023-09-02T20:54:18.179+08:00Comments on FUNDAMENTAL INVESTORS': Mega First Corporation Berhad (3069) MFCBjeff7http://www.blogger.com/profile/07788087504533405062noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-7090515759337762.post-26455615403076901292009-03-14T07:05:00.000+08:002009-03-14T07:05:00.000+08:00Mekong river hydroelectric dam threatens livelihoo...Mekong river hydroelectric dam threatens livelihoods and endangered species in landlocked Laos<BR/><BR/>http://www.guardian.co.uk/environment/2009/mar/13/laos-hydroelectric-damskattanhttps://www.blogger.com/profile/09022565215606306791noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-32821901786696524732008-10-08T17:49:00.000+08:002008-10-08T17:49:00.000+08:00Dear Lady in Pink,Sorry for the late reply, a bit ...Dear Lady in Pink,<BR/><BR/>Sorry for the late reply, a bit busy these few months.<BR/><BR/>Below are some information you requested: <BR/>MFCB listed on KLSE since 7/6/91. It's external auditor is Horwath. Regarding the it's subsidiaries, you can try to search from it's current financial report, page 86-89.<BR/><BR/>Hopefully the information above can help you further.<BR/><BR/>It was great that you take a deep study on a company. Hope you all the best.<BR/><BR/>Currently MFCB is in a very attractive price level with stable income, strong cash flow, high ROE.<BR/><BR/>Good Investing!jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-64299274122713974582008-09-21T11:24:00.000+08:002008-09-21T11:24:00.000+08:00Hi Jeff.. can i know the Mega First - incorporatio...Hi Jeff.. can i know the Mega First - incorporation date, listing date in Bursa Malaysia, its external auditors and its subsidiary companies? if you dont mind. Help me alot. thank youLady in Pinkhttps://www.blogger.com/profile/03871452286310656252noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-71383289359472973612008-06-24T11:46:00.000+08:002008-06-24T11:46:00.000+08:00Dear lancer7,Nice to have you in, man. Nice to mee...Dear lancer7,<BR/><BR/>Nice to have you in, man. Nice to meet you. Let's share together & learn together. If you have any potential research with you, we can share together here. (If you do not mind)<BR/><BR/>Hope you will get something from here.<BR/><BR/>Good investing!jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-4416574387907648182008-06-24T10:16:00.000+08:002008-06-24T10:16:00.000+08:00Hi,today is my first time that i browse your blog....Hi,<BR/><BR/>today is my first time that i browse your blog. Finally i can find another people like you who is a value investors.<BR/><BR/>So, let's discuss and exchange the information about the company that we researched.lancer7https://www.blogger.com/profile/15016598720193956198noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-85767004193179365492008-04-29T22:08:00.000+08:002008-04-29T22:08:00.000+08:00Dear Alen,Thanks fo ryour support.A bit busy these...Dear Alen,<BR/><BR/>Thanks fo ryour support.<BR/><BR/>A bit busy these few months, planning & starting on some busniess.<BR/><BR/>Hope to share more with you in the future.<BR/><BR/>Thanks!jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-27250852044853722772008-04-01T20:57:00.000+08:002008-04-01T20:57:00.000+08:00Jeff, 支持你 :)Jeff, 支持你 :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-35714408077719020082008-02-18T13:57:00.000+08:002008-02-18T13:57:00.000+08:00Tan81兄,没问题的,不需要说对不起。您的坦率正是我敬佩的。我就是需要这样的战友,这样才能够互相学...Tan81兄,<BR/><BR/>没问题的,不需要说对不起。您的坦率正是我敬佩的。我就是需要这样的战友,这样才能够互相学习,互相提醒。<BR/><BR/>很感谢您的建议,我会用心调查,希望会有更多的分享。<BR/><BR/>并肩作战,这样才有意思!<BR/><BR/>Jeff上jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-48354108756015750102008-02-15T20:55:00.000+08:002008-02-15T20:55:00.000+08:00我在最近到访了一家上市公司,如果你有看我的分享,应该知道过程。这次体验,有一点是可以和你分享。我发现...我在最近到访了一家上市公司,如果你有看我的分享,应该知道过程。这次体验,有一点是可以和你分享。<BR/>我发现,很多事情,的确不是小股东可以在财务报告看到的。就以我的例子,采访过后,才知道他们的业绩只依赖一个顾客。这,就是风险。<BR/>MFCB可否调高价钱,煤的本钱是多少,合约的详细内容,我们都不知道。除非你可以证实以上的事实,我才鼓励你继续买进。<BR/>我不知道你觉得这些事情重要或不重要。我会建议你向管理层发问,甚至要求他们给你详细的资料。这样做,可以对你的投资更有保障。<BR/>对不起,多事了。tan81https://www.blogger.com/profile/03881462054579542958noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-40109350912538969342008-02-15T12:58:00.000+08:002008-02-15T12:58:00.000+08:00MFCB在中国的电厂是以煤矿为燃料,而沙巴州的却以Diesel为燃料。不过Shaoxing Mega...MFCB在中国的电厂是以煤矿为燃料,而沙巴州的却以Diesel为燃料。<BR/><BR/>不过Shaoxing Mega Heat & Power Co Ltd却能够在两到三个月间,要求调整电费,如果燃料价格有很大的变动。<BR/><BR/>资料来自于Aseambankers, Malaysia Equity Research。jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-76708035421502211492008-02-15T12:13:00.000+08:002008-02-15T12:13:00.000+08:00Tan81兄,明白您的意思了。我会尽快寻找更多资料。Tan81兄,<BR/><BR/>明白您的意思了。我会尽快寻找更多资料。jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-68876627021513095972008-02-14T18:32:00.000+08:002008-02-14T18:32:00.000+08:00你误会我的意思了。中国缺煤,在最近,的确是暴风雪的因素。但,如果长期缺煤呢?我是最近在报纸上看来的。...你误会我的意思了。中国缺煤,在最近,的确是暴风雪的因素。但,如果长期缺煤呢?<BR/>我是最近在报纸上看来的。中国的煤,产量正在减少。煤的价格也一直飙升。中国的市场,不是自由资金市场。所以,发电厂未必可以起价。<BR/><BR/>如果MFCb的发电厂是用水力,没有煤,那么可以继续投资。可是,如果是用煤,真的要探讨中国的煤价和产量了。<BR/><BR/>我不是指暴风雪这个单一事件。你针对暴风雪的看法,完全正确,是买入机会。tan81https://www.blogger.com/profile/03881462054579542958noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-59260956117942618302008-02-14T16:40:00.000+08:002008-02-14T16:40:00.000+08:00Tan81兄,谢谢您的回复。中国的暴风雪问题的确会影响MFCB下一个季度的收入,不过如果从另外一个角...Tan81兄,<BR/><BR/>谢谢您的回复。<BR/><BR/>中国的暴风雪问题的确会影响MFCB下一个季度的收入,不过如果从另外一个角度去思考,它却为大家带来了廉价购买的机会。<BR/><BR/>暴风雪在短期内总会过去,如果大家都因为暴风雪的原因抛售MFCB,这也不是一件坏事。(如果以反方向投资)<BR/><BR/>希望给与意见!jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-6240888843306646072008-02-14T16:23:00.000+08:002008-02-14T16:23:00.000+08:00Finally,MFCB has signed of Project Development Agr...Finally,<BR/><BR/>MFCB has signed of Project Development Agreement with the Government of Lao People’s Democratic Republic for the development of the Don Sahong Hydropower Project.<BR/><BR/>For further information, pls fefer to http://www.bursamalaysia.com/website/bm/listed_companies/company_announcements/announcements/index.jsp<BR/><BR/>May it have a bright future!jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-32020666469252377362008-02-13T18:39:00.000+08:002008-02-13T18:39:00.000+08:00新年快乐,万事如意!还欠你的事情,我记得。这个月会有空了。忘记你有买MFCB这支股。请小心中国的情况...新年快乐,万事如意!还欠你的事情,我记得。这个月会有空了。<BR/><BR/>忘记你有买MFCB这支股。请小心中国的情况。<BR/>因为MFCB的利润,80%来自于中国。而中国目前缺煤。清查清楚它们是用煤还是水力发电。<BR/><BR/>不然,会对MFCB的来季业绩,有很大的影响。<BR/><BR/>投资者抛售它,是有值得担心的理由。<BR/><BR/>还有,Keladi,我决定卖了。因为管理层的背景,是我不欣赏的。tan81https://www.blogger.com/profile/03881462054579542958noreply@blogger.comtag:blogger.com,1999:blog-7090515759337762.post-30262243182988203672008-01-31T12:10:00.000+08:002008-01-31T12:10:00.000+08:00MFCB come to an attractive price of RM1.28. RMo.20...MFCB come to an attractive price of RM1.28. RMo.20 discount from it's NTA.jeff7https://www.blogger.com/profile/07788087504533405062noreply@blogger.com