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Overview
Financial Highlight
Headlines
Business Background Pansar Bhd is an investment holding company primarily engaged in the distribution and related services of marine and industrial engineering products. The company has five reportable segments: Building products segment, Marine and industrial segment, wood-engineering and supplied segment, electrical and office automation segment, and mechanical and electrical segment. The company produces Marine propulsion, Power generation, Industrial Consumables, Pumps and Water, Building and Construction, Firefighting, Electrical, M&E Engineering, Agricultural Machinery, Agro Engineering, Oil and Gas Perforating Services and Nationwide Service Solution. Majority of the company's revenue is derived from Malaysia.
  ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ AlfI3 Hi VenFx, apparently d 0.89 still unachievable. Any hint/clue in Ur knowledge for d hindrance ? 19/03/2021 8:00 AM ME : HAS AREADY SAID, GIVE IT A LITTLE PATIENT; HIGH PROBABILITY IT WUD TAKE CONTROL ON THAT LEVEL. 19/03/2021 8:44 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ AlfI3 Wonder y d comp's directors never rescue d PR prc during d rghts trading period & let it deteriorated till lowest closing ..... R dey having no confidence on dis corporate exercise?? ME: WHY THE NEED TO RESCUE ? AS THE PR HAS ALREADY HOLD BY ITS HOLDERS OF WHICH IS ENTITLED INITIALLY ? LETS TAKE A LOOK ON THE REAL ALLOTMENTS RESULTS TO BE ANOUNCED IN DUE COURSE . SOMEMORE, THE EXCESS ALLORMENT WILL BE OFFERED AND UNDERTAKING BY THE DIRECTORS AT MUCH LOWER COST FROM OPEN MARKET ... ITS ALMOST A 30$ DISCOUNT FROM CURRENTLY ORDINARY SHARE PRICE. 19/03/2021 8:44 AM  liewkamchong888 Well said Venfx All right issues are underwritten by the IB. Why the directors need to prop up pr price some more it is more than 30 cents discounted 19/03/2021 9:32 AM liewkamchong888 Mother share is 83.5 cents Let the warrant be y cents y+ 57> 83.5 y > 26.5 Now warrant is only 18.5 cents Do u think it is undervalued or overvalued ? 19/03/2021 10:19 AM AlfI3 liewkamchong888 Hi Liew, do u mind to guide whether shall subscribed the PR or the warrant, as no new free warrant b attached to the PR, it is merely come with new prefferent shares allotment after the RI exercise complete .... "Mother share is 83.5 cents Let the warrant be y cents y+ 57> 83.5 y > 26.5 Now warrant is only 18.5 cents Do u think it is undervalued or overvalued ? 19/03/2021 1:59 PM liewkamchong888 If you qualified for the RCPS,go for it. It is so cheap and guaranteed 4% dividend per annum. As for warrant, just buy and keep until it realized it's full potential around 25 cents, not necessary to convert at the moment. 19/03/2021 3:08 PM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ IMPORTANT RELEVANT DATES AND TIMES: -Entitlement Date : Monday, 8 March 2021 at 5.00 p.m. Last date and time for: Sale of provisional allotment of rights : Monday, 15 March 2021 at 5.00 p.m. Transfer of provisional allotment of rights : Wednesday, 17 March 2021 at 4.30 p.m. Acceptance and payment : Tuesday, 23 March 2021 at 5.00 p.m. Excess application and payment : Tuesday, 23 March 2021 at 5.00 p.m. 21/03/2021 10:04 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ Basing to P.E.'s high visible order book of $1946m on hand; while still participating to bid further tenders amounting to $815m , will keep pansar busy for at least 3years. Thus, pansar's F.V. shud be around [$0.750(at least) to $1.10]. Somemore, the infra and construction out looks in the sarawak state to remain robustly with the kalimantan new capital city to be inked by the capitol of indonesia country- jakarta. 21/03/2021 10:47 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ Given P.E.'s (the construction arm) credibility and capacity being the top construction player in the sarawak state, the segment deserve a (15 to 19) times price to its earning . 21/03/2021 10:55 AM AlfI3 Anyone hav idea wat wud b d conversion prc for d new preference share to mother share after its coming listing? 22/03/2021 7:26 AM liewkamchong888 If I am not wrong, it's auto conversion to mother share after three years in the ratio of one to one, no extra money is required. 22/03/2021 8:31 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ 4% annually basing on new rcps $0.530 will be entitled. After x3 anniversary the issuers can redeem all or partly the rcps. 24/03/2021 8:17 PM AlfI3 Hi VenFx, meaning convertible to mother shares ony after d 3rd anniversary year rite? 25/03/2021 6:57 AM liewkamchong888 Venfx, any feelings that directors will push up the mother share and warrants when RCPS is listed on 1/4 next week ? 25/03/2021 10:37 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ If , u are a mid term investor Try compare theese peers fitted with G7 construction license: GDB & Tcs 25/03/2021 2:33 PM  VenFx Daddy die lo, u ask venfx then follow go Holland he is long term 10+ years investor, he invest for dividen not price up. See he holding Carepls and Supermx can knew. earn dividen but cant cover price drop 29/03/2021 12:42 PM AlfI3 Pansar's share prc keeps dropping prior to PRS listing tmrw, like puntured tyre 31/03/2021 12:05 PM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ liewkamchong888 Venfx, preference share keep dropping, what price can enter ? 01/04/2021 2:59 PM ME : THAT WILL HAS DEPEND ON WAT IS YOUR PLAN FOR PANSAR. QUANTUM OF INVESTING AND CAPITAL NEEDED FOR THIS INVESTMENT. Maybe there has been answer for your question if you were read the comments i commented at warrant s thread. 01/04/2021 11:20 PM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ the key is the 3rd anniversary 01/04/2021 11:25 PM  Blacksails The best solution/method of investing in Pansar now is to sell the mother share(ordinary share) and replace it with preference share(PA) as you instantly profited/saved about 40 percent by exchanging to ordinary shares after 3 years and earn above 4 percent dividend annually. This is an opportunity you have to make if you are going to keep/invest in Pansar for long term. This is called arbitraration. If you dont want a swab/exchange to PA then you just have to hope for the best in its financial standing quarterly. 02/04/2021 2:05 AM liewkamchong888 /'blacksails good point and thanks for sharing. I have bought some warrants at .14 and sold at .17. To hold the preference shares for three years is not my cup of tea. Tq also venfx 02/04/2021 9:45 AM liewkamchong888 Preference shares is valued at 0.53 and now selling at .49 meaning they are selling at a loss. What could be the reason for it ? Lack of patient ? 02/04/2021 11:17 AM VenFx Daddy No wonder VenFx u can hold for years to wait it recover your hurt VenFx liewkamchong888 Venfx, preference share keep dropping, what price can enter ? 01/04/2021 2:59 PM ME : THAT WILL HAS DEPEND ON WAT IS YOUR PLAN FOR PANSAR. QUANTUM OF INVESTING AND CAPITAL NEEDED FOR THIS INVESTMENT. Maybe there has been answer for your question if you were read the comments i commented at warrant s thread. 01/04/2021 11:20 PM 03/04/2021 9:17 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ Hi ! liewkamchong888 Wud u want to participate if the PA hit $0.415 ? And hold for at least 3 years. In the meantime, enjoying a 4% dividen basing of 0.530 Your PA investing costs will be discounted to $0.3673 And the management will still offer you the original issued price at 0.530 What say you ? For me: I always has my own strategy for this kind of investing aroma... Hahaha 03/04/2021 6:48 PM liewkamchong888 Venfx i will consider if it hits .40 cents but will feel sorry for those who subscribed for RCPS shares 08/04/2021 11:21 AM ðââï¸æ亲å»äºæ²³åº ð¦æäºç¥é»å®ç½ Pansar PA cheapest proxy for Sarawak election/ construction theme play While, Pansar-wa given its 2.17 years to expiry and currently 4.0 gearing ratio looks attractively at 0.180 Personally I ll go ether one above vs the mother share which currently traded at 0.750 WHAT SAY FROM FELLOWS TRADERS IN HERE ? 14/04/2021 12:33 PM Peace99 hi, thought the annual 4% of Pansar-PA was due in May. But no news. Any comment? Thanks 13/06/2022 12:26 PM AlfI3 @Peace99, payment Dividend is subjected to availability of distributable profit, furthermore it said wud b "AT THE DISCRETION OF THE BOARD"....! Meaning tat the last sentence in capitals will over rides every clause stipulated irrespective to d profitability of the comp. Also, meaning d comp is taking tonnes of "interest free loan" at d investors expensed. Wat an unfair deal being adopted & investors are being cornered by the written clauses 12/07/2022 6:24 AM CarmenChin PANSAR BERHAD Entitlement subject Others Entitlement description Preferential dividend of 2.12 sen or 4% per annum per Redeemable Convertible Preference Share (RCPS) in respect of the financial year ended 31 March 2022 Ex-Date 12 Aug 2022 19/07/2022 8:30 PM Peace99 @AlfI3 Sorry, didn't see your post. We received the 4% in Aug/Sep last year. Think the higher status of East Malaysia means good things for Pansar and so for us shareholders! 31/01/2023 5:50 PM AlfI3 @Peace99 it likely to move upwards prior to d results announcemn in dis qtr 02/02/2023 5:36 AM Peace99 Yup, ball rolling, great! 2.2billion order book, pansar memang pandai :) 02/02/2023 12:51 PM AlfI3 Oops, y it's rally subsided in such a short span. ? Really unbelievable & things happened in stocks mkt every moment 16/02/2023 7:39 AM Peace99 PPl converted warrants to mothers and sell for quick gains. But I think no worry as long as company use the conversion fees wisely! 24/02/2023 11:00 AM AlfI3 Mother dropped like no biz, it's PA stand still solidly. Wonder y mother dropped at this pace 02/03/2023 4:44 AM  | |
