Duty Free Int'l - 52-wk low & Heinemann partnership

divads
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6 years 5 months ago - 6 years 2 months ago #24111 by divads

Duty Free Int'l - 52-wk low & Heinemann partnership was created by divads

Duty free international share price has been intentionally pressed down by BBs from my observation , assuming to accumulate at low price.
Time to load up the share and wait for fruits to bear.

1) www.thesundaily.my/news/1819970

"The sale and purchase agreement signed in March 17 2016 includes the disposal of a 10% equity interest plus one share - comprising an aggregate 20.99 million shares - in DFZ to Heinemann Asia Pacific for a consideration of RM90.22 million"

Heinemann bought the shares of duty free international at around $1 Euro per share translating to around $1.40 per share vs trading price of 27 cents currently.

2) www.publicnow.com/view/49FBBBD1048B3F24A...:01:30+01:00-xxx6611

"RESTRICTED EXERCISE PERIOD OF BONUS WARRANTS
The Bonus Warrants are exercisable during the period commencing on and including the date six (6) months from the date of listing of the Bonus Warrants on the SGX-ST and expiring at 5.00 p.m. on the date immediately preceding the fifth (5th) anniversary of the date of issue of the Bonus Warrants"

Conversion of warrants to mother share only starts on 15 Nov (6 mths after listing of warrants), so expect BBs to push the price of mother shares up for warrants to be multi-bagger.

3) www.frontiermagazine.co.uk/news/airport/...ong-2016-12-04-2017/

Heinemann is a strong partner that will benefit duty free international greatly. The fact they are willing to pay $1.40 per share for duty free international is testimonial to it.

4) www.pressreader.com/malaysia/the-star-ma...1022/281590945099469

Duty free international has a few parcels of land that has appreciated over its book value and should they decide to dispose may result in extraordinary gain.

and last but not least

5) Duty free is trading at 52 weeks low assumingly with share price been pushed down for the BBs to accumulate. So risk is lower since share price is at 52 weeks low and once the BBs finished accumulating, should see share price rocket.

Last edit: 6 years 2 months ago by min1xyz. Reason: shorten headline

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divads
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6 years 5 months ago #24112 by divads

Replied by divads on topic Duty Free International - 52 weeks low and Heinemann partnership

Another possible reason for pushing the price down:

Keeping the share price low so that launching a privatisation will be cheaper.. say delist with offer of 40 cents representing a premium over last trade price rather than having to offer 50 cents if share price is trading higher.

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6 years 5 months ago - 6 years 5 months ago #24114 by divads

Replied by divads on topic Duty Free International - 52 weeks low and Heinemann partnership

www.sinchew.com.my/node/1658388

report says Q1 and Q2/18 will face the same problems of thai king death, GST implementation and Thai flooding.

Q1 and Q2 already reported.. so next Q3 onwards, we shd see results normalising and seeing growth and shd see share price readjusted upwards.

Last edit: 6 years 5 months ago by divads.

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6 years 5 months ago - 6 years 5 months ago #24115 by divads

Replied by divads on topic Duty Free International - 52 weeks low and Heinemann partnership

2017年10月20日
（吉隆坡20日讯）政府有意加强槟城港口和泰国宋卡港口之间的连接，分析员预计，这将推动黑木山（Bukit Kayu Hitam）的经济活动，进而促使益联控股（ATLAN，7048，主板工业产品股）获益不浅。

第二财长拿督斯里佐哈里阿都干尼曾在9月中表示，大马和泰国是重要的贸易伙伴，希望可进一步加强双方的贸易和投资合作机会。

根据报道，佐哈里阿建议双方改进槟城港口和宋卡港口之间货品和货柜的流动。

近期商讨

马银行投行研究分析员点出，槟城港口的股东——马矿业（MMCCORP，2194，主板贸服股）建议兴建300公里长的铁路路线连接上述港口，途中经过黑木山。

马泰政府接下来几周内商讨该建议，分析员看好这将刺激北马的经济活动，其中，益联控股获益不浅。

分析员补充，这将带动更多消费者进入黑木山消费，益联控股的免税商店受惠。

分析员指，这也将启动该集团的大型发展计划，因在附近拥有大量的免税店土地，如玻璃市巴东勿刹、霹雳州高乌，及吉兰丹州兰道班让。

拥772亩土地

目前，益联控股旗下免税国际有限公司（DFIL），在黑木山拥有占地772英亩的土地，并建有The ZON免税商店、Black Forest高尔夫和乡村俱乐部，及种植油棕。

但是，分析员预计，益联控股在2019财年后，才会执行该土地的大型再发展计划。

值得留意的是，分析员解释，集团自从在1997年收购该土地后，净账面价值一直维持在4190万令吉，因没有对此重新估值。

因此分析员相信，一旦进行再发展，加上其免税土地的特性，预计该土地价值将大幅上涨。

根据分析员粗略估算，该土地拥有高达200%的溢价，价值可达1亿2840万令吉，或每平方尺3.81令吉，借此推算出8550万令吉或每股34仙的净账面收益。

综合种种利好因素，分析员正面看待该集团黑木山土地的价值重估后，拥有良好的上涨空间。

Malaysia report on Atlan (Duty free international) parents. Long term prospect of duty free international is very good. Right now BBs pressing down the price for accumulation. Buy when share price is at it's lowest in recent years..

Last edit: 6 years 5 months ago by divads.

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6 years 5 months ago #24116 by divads

Replied by divads on topic Duty Free International - 52 weeks low and Heinemann partnership

Malaysia side gives good review of Duty Free International (thru Atlan).. but Singapore side analyst gives not so positive reviews.. coupled with pressing down of share price for cheap accumulation ==> We follow the BBs in buying cheap

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6 years 5 months ago #24118 by divads

Replied by divads on topic Duty Free International - 52 weeks low and Heinemann partnership

klse.i3investor.com/servlets/ptg/7048.jsp

Malaysia side seems to give Atlan (Duty free International) buy calls while Singapore side analysts seems to be more conservative and share price being pressed down.

Think BBs collecting cheap... good idea to collect duty free international at this cheap price of 27-28 cents.

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