Gonna enter into FTSE30 ..

Oh My God 😮,
Oh My God 😮,
All hail GAMUDA - the pancut-KING 👑

To answer your question, what is there NOT to like about Tambun ?
Net cash company
Superior profit margin
Cheap land bank
Proximity to Batu Kawan Industrial Park
Rising property prices
40% to 60% dividend policy

Tambun growth story is intact. It just needs to deliver strong quarterly results throughout 2024 / 2025.

Gamuda - the pancut KING 👑

RM3 easy this year end...especially with the impending mega contracts roll out namely MRT3...

IJM ..the pancut 👑 king...

At the end of this month, good news from IJM Land from its project wins in London + good quarterly results = IJM pancut pancut pancut ...

At the close of Fri trading, market does not factor in the good news concerning IJMLand JV# project in London.

Comes month end, confirm pancut many times...until dry

Why Gamuda pancut lately ?

Breaking new highs

Already collected by the truck loads

Gamuda - ready to pancut anytime ...cuming

IJM - ready to pancut anytime ...

Biasa lah...

RM7 is attainable

Everyday, Gamuda darling breaks new high ...

Sudah pancut .....PE remains relatively attractive...should be valued at PE20++

Gamuda is cumming !!!!

IJM

Good QTR results ?! Don't make me laugh leh...construction division is still making losses. Profit is attributable to interest income arising from Receivables. Higher interest implies longer aging. Longer aged receivables implies higher risk of collectables. Whether the receivables can convert to cash is questionable.

Good QTR results ?! Don't make me laugh leh...construction division is still making losses. Profit is attributable to interest income arising from Receivables. But whether the receivables can convert to cash is questionable.

Gonna breach new high

Tambun is surging.....my decision to pare down on Gadang and load up on Tambun is the correct one...let this black horse run the race course first and when she loses steam, to switch over to Gadang.

Mark my words. Gadang will be the NEXT beauty queen after she awakens from her deep slumber. When RTS Johor and data center project pick up full steam, her construction diviaion will start posting profits. Moving forward, her construction division is likely to bag a few projects in MRT3 / Penang LRT. Her property division will go full steam ahead with Kwasa Damansara development - the last parcel of prime land at Klang valley. Her renewable energy divisioj will chug along with the solar power project in Sabah coming online.

Huh?! I thought tambun's landbank is limited to Tambun area only..

Join me buy Tambun biscuits bro...Gadang will shine towards end of CY24...when RTS Johor makes meaningful progress ..

Higher interest accumulation on its trade receivables. Meaning trade AR is aged longer ? Any payment issue .?

Gadang is in hot soup as EPU is throwing the spanner in the works for it's prime jewel property development - Kwasa Damansara land purchase deal. Chances are - they need to satisfy the 30% Bumi requirement meaning lesser profit for its property division.

Coming down liaw...

Maybe this Monday, I Kasi tambah sikit Tambun Indah

Property developers like Tambun Indah is the main reason behind destruction of fertile agricultural land. Thus, creating artificial shortage of food supply and denying animals of their habitat. Greed of humans is the cause of extinction of many living beings. They are proud of pigeon hole homes and drown in false satisfaction of living in cubicle similar to prisoner cells. The difference between city dwellers and prisoners is, prisoners don't pay. They create a living atmosphere, full of stress, pretend to be busy and abandoning their parents, cry over booming living expenses for basic necessities. When they get a few days off they run out outskirts and yearn for peaceful life which they destroyed. Silly educated fellows.

Torn between buying this Vs Gadang...both are equally good companies

If possible, please all in - into this counter.

Anytime is a good time to invest in this undervalued gem - run by a highly competent, experienced and most important of all, down to earth honest managers....

OMG - pity those who chase...

Good company - net cash position - generous dividend policy - conservative mgmt - cheap landbank - higher than industry average - landbank located in one of the fastest growing townships in Penang.

Yup....dividend 25cents leh

IJM dropping...coz EPF selling

Next is RM5.50++ dee

Break anus until bleeding liaw .....huat arr

Why EPF busy disposing selling down their stake ?

Why would capital city SB pay before due date ? Makes no commercial sense

When IJM gonna catch up to SunCon?

That cina man boss won't bid for private projects...only gomen projects. No collection problem. Wait for the catalyst MRT3, LRT3, Penang LRT....

Breaking all year high...

How that Jemaah has done their selling, IJM will start to fly up dee..

It is cuming 😁

The greatest show on earth is about to start next week ....breaching new high

Break 52 weeks high