CapitalgainInvestor

CapitalgainInvestor | Joined since 2020-11-05

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Stock

2021-06-14 15:12 | Report Abuse

Retailers are happy seeing the 10% rise while don't even why it rises.
It can't even go beyond 1.12 resistance... be rational. Kpower is not undervalued at all

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2021-06-09 14:17 | Report Abuse

Did anyone notice that Kpower' QR only audited until 06/2020? means the latest 3 QR haven't got audited which having the continuous historical new high profit

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2021-06-09 10:22 | Report Abuse

Dnt understand how u guys derive your fair value from ?
Based on PE ?
The PE now is pressed down by the super profit lah, after the contract recognisation ends then the private placement dilution comes in. The PE will be adjusted.
This share has risen a lot from its lowest at 0.48 in a year.

Stock

2021-06-09 09:32 | Report Abuse

Karim sold off its warrants.... Karim buy in serba and scib. But why dint support power?
Because it is still not undervalued yet.
The NTA is only 0.30, while the PE is not trustable yet because this is supported by the continuous historical new high in profit. Until the profit back to normal without new projects pumps in. The PE will rise until 20-30.

Stock

2021-06-08 15:17 | Report Abuse

After the issue of serbak, people start to look into the trade receivables more heavily.
This company is making good results just like serbak, and their trade receivables position is also like serbak.
Serbak still have EPF as the back, this company...

Stock

2021-06-03 10:47 | Report Abuse

Lol based on current price, the private placement shares might go up to around 20% and heavily dilute the EPS. Additionally, the crazy increase in profit will not be easy to sustain. What if the profit growth slow down or even drop in next few quarters ? What if the private placement holder do not want subscribe the PP since now they can bought in with lower price?

Company is good but the forward valuation is too high

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2021-05-19 12:12 | Report Abuse

Any good info sharing for the AGM just now ?

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2021-04-26 13:14 | Report Abuse

https://www.sinchew.com.my/content/content_2466496.html

Other than krono and K1, that's the company does owns data center and provide cloud service that has not been seen by the market.
They treat the company as medical-sector based, but more than 50% revenue of this company is coming from the cloud, and the profit margin of this segment is higher.

Stock

2021-03-15 14:08 | Report Abuse

If the share price goes up just because of a video or news, it can also go down just because of another small issue.

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2021-01-18 15:01 | Report Abuse

The 376 million of shares is assuming the minimum scenario..
There are 2 conversion modes, the first one is 13 ICPS to an ordinary share, the second option is 1CPS + cash RM0.12 to an ordinary share.
Meaning that, if the insiders are converting with the second option, the resulted ordinary shares will be multiplied by 13 times.
The market knows this very well, that's why the selling pressure remains strong. It's always better to enter with almost the same entry price with operators or even insiders. Which is somewhere RM0.20

Stock

2021-01-15 15:19 | Report Abuse

Ageson downside risk is small, because impossible they let the shareprice lower than ICPS and private placement price, at least the big players and insider will prevent this from happening.
But for ARBB case, buying at this price is, depends la somebody holding for long term then should be no problem bah

Stock

2021-01-15 14:23 | Report Abuse

This price still having a great downside. The ICPS converted to mother share at RM0.20.
Check the amount of subscribed ICPS, you will know how huge is the volume will be continuously throwing down. Check the counter Ageson. Both counters are having ICPS problems. The price will be stagnant at 0.13 which is the ICPS converted price. Anyway, for arbb, the share price now is 15% more expensive than icps converted price. it's dangerous to hold at current price. Unless it drops somemore.

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2021-01-05 13:25 | Report Abuse

Although there have been numerous MOUs, we need to see whether those MOUs can proceed without termination. In fact, the MOUs are too huge for Ageson.
This share started to get attention with their sand business, but they don't even get a license for sand business yet.
Not sure have you guys really look into the diluted EPS upon full conversion of ICPS
The PE will be somewhere 8-9, this valuation is similar to most of bigger construction stocks.
Fundamentally, the cash flow from operation is quite weak, the cash flow is all derived from ICPS conversion, this is not a good sign for an asset-heavy company.
Anyway, nobody will care about these fundamentals when the shareprice shoot up, they will only start looking for it when the shareprice drops abruptly.
Be wise, think twice.

Stock

2020-12-18 16:34 | Report Abuse

Lol the only buying point of this company is the sand business la. Anyway, there is news stating the Penang government and many more are objecting Kedah from proceeding with the mining as it will disrupt the water quality. I am not sure how will this affect the contract of Ageson in Kedah. Secondly, the annual report and their websites look suspicious, I am not sure anyone of you noticed it. There are not many details or even photos of the property projects in the annual report like other property counters.
The ICPS issue is one more concern to hesitate people to invest in this company too.

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2020-11-05 13:29 | Report Abuse

No doubt The counter has potential, for able to produce nasal swap and ride the cloud-business sector. However, not sure how many of you really go and estimate its intrinsic value based on its future earning by each sector. You guys have to know that GAP is js the reseller... The profit margin will not as high as cloud-infrastructure owner. Plus, the ventilator is still in beginning phase of building up prototype. There will be sizeable operating cost upcoming
It's long way to go, the price is not really cheap right now.
Of course, this is just my personal opinion.
I might be wrong for people who can keep making money in the small fluctuation of its shareprice.
But I hope it makes sense for people who will be investing from a business perspective like me.