 | Stock: [GCAP]: G CAPITAL BERHAD Jan 14, 2021 1:51 PM | Report Abuse G Capital is a growth company under the new shareholders. Apart from land transportation and green energy from minihydros, the company had ventures into a no of growth biz in healthcare, IT, banking in Cambodia and recently even buying shares in Maju Perak Bhd. With a healthy balance sheet and growth oriented new management, G Corp will certainly do well and flourish going forward. |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Jan 13, 2021 2:43 PM | Report Abuse Avoid investing based on hope but based on the thorough understanding of the company biz and doing FA and TA. |
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| Stock: [GCAP]: G CAPITAL BERHAD Jan 12, 2021 9:20 PM | Report Abuse G Capital continue to buy more of MajuPerak and the major shareholder continue to buy more of G Capital! |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Jan 12, 2021 11:11 AM | Report Abuse 1.19 is a very good price to buy, way below the intrinsic value ! |
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| Stock: [EDEN]: EDEN INC BHD Jan 12, 2021 9:55 AM | Report Abuse This new MCO will significantly affect tourism and hospital biz which unfortunately one of the core biz od Eden. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 31, 2020 6:01 AM | Report Abuse Mathatter, thank you for your write up and comments on The Edge. Many would probably agree that the weekly news paper have written erroneous reports on corporate matters before. |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Dec 28, 2020 12:05 PM | Report Abuse Sorry at 59.5 sen |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Dec 28, 2020 12:04 PM | Report Abuse What has pushed the price down is likely due to sell down by substantial owners/directors and the unreasonably low price of ESOS at only 69.5 sen. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 16, 2020 10:22 PM | Report Abuse Congratulation to G Capital for getting a higher rate per kWh output from 25 sen to 28,98 [an increase of 16%) for its 10 MW hydro plant in Lenggong. PHREC that owns 10% equity interest in that hydro project is in fact an indirectly owned subsidiary of G Capital.
G Capital currently has interests number of hydro projects which are both under development and completed in Perak. Recently G Capital has announced its interest to purchase a number of hydro projects in Perak and Pahang. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 15, 2020 9:53 AM | Report Abuse Investing in an Air line, especially Air Asia, now has little if any risk but has uncertainty going forward. Do not conflate risk with uncertainty. Look forward to the future, not the past and avoid irrational fears. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 14, 2020 11:36 AM | Report Abuse The new and future Air Asia is not the same as the old Air Asia. Big congratulation to the management of Air Asia for transforming the air line into a new animal all together!
Those who can wait will be very well rewarded. |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Dec 14, 2020 10:23 AM | Report Abuse A likely reason that depresses the current price of Cypark today probably due an exercise of more than 6m ESOS at extremely cheap prices of only 69.5 sen. But the economic of the company remains intact. The plunging down of Cypark stock price is a good opportunity to accumulate as the selling down is due to non economic reason. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 12, 2020 4:34 PM | Report Abuse huat_ahh, thank you for your good write up on G Capital and the proposed Oriental Bank in Cambodia. Although Public Bank has no connection with the establishment of Oriental Bank, the bank will certainly derive huge benefit from Phan experience, knowledge and most importantly connections in Cambodia. Those familiar with doing biz in the country will attest that right connections and familiarity with the local culture will make or break a biz.
However I tend to disagree with the statement that G Capital is not a growth company. The company had ventured into green energy business via development, ownership and operation of hydro power plants in the state of Perak. Recently it has proposed to expand its hydro portfolio via purchase of a no projects not only in Perak but also Pahang.
G Capital in addition has major investments in health care services and IT solutions via investments in LYC and Yi Lai respectively. Renewable energy, healthcare and IT are all high growth industries. |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Dec 10, 2020 1:28 PM | Report Abuse Nothing to worry at all about Cypark if you know its biz well. Price will finally reach its intrinsic value sooner or later. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 10, 2020 9:35 AM | Report Abuse If you can keep your head and your heart strong
while others are losing theirs .......... |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 10, 2020 9:12 AM | Report Abuse There is always opportunity in calamity |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 10, 2020 9:09 AM | Report Abuse No worry the economic of the company will not be changed due to misinformation/misunderstanding. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 10, 2020 6:27 AM | Report Abuse Yes NST gave a good clear and accurate reporting on G Capital venturing into banking in Cambodia and the state of the country economy and prospects for business. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 9:14 PM | Report Abuse I just don't understand what was the intention of saying that Public Bank not involved in the establishment of Oriental Bank plc in Cambodia? We all know that Public Bank is never mention in the yesterday release of HOA for the JV to establish the Cambodian bank. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 8:08 PM | Report Abuse Some people simply wrote wrongly without mentioning the sources nor verifying the truth about involvement of Public Bank. Only the writer knew about the intention for writing such stories. Similar incidence that have caused misunderstanding have happen before too. Nothing new. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 5:07 PM | Report Abuse Any way Public Bank is already well established in Cambodia and it does not need another bank. I don't know how some people associate Public Bank with the establishment of proposed Oriental Bank. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 4:56 PM | Report Abuse Later may be a panic buying! |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 4:35 PM | Report Abuse Must be some misunderstanding some where. As far as I know no involvement of Public Bank whatsoever. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 4:32 PM | Report Abuse There was no mention of involvement of Public Bank in the HOA for the Oriental Bank Plc JV. I don't know where the involvement of Public Bank comes in. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 9, 2020 10:22 AM | Report Abuse This price drop is nothing to worry about. Just concentrate on the current value plus growth in the businesses G Capital is investing. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 8, 2020 7:51 PM | Report Abuse "Based on the National Bank of Cambodia’s Economic and Monetary Statistics report in 2018, the interest rate for loans in US dollars is 10%"
Oh my god 10% for dollar loans!!! Just imagine the profit margin. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 8, 2020 7:27 PM | Report Abuse A full-fledged commercial bank in Cambodia !!! |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 8, 2020 7:20 PM | Report Abuse Now finally we have formal announcement of establishment of Oriental Bank Plc in Cambodia! |
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| Stock: [PESTECH]: PESTECH INTERNATIONAL BHD Dec 8, 2020 6:59 PM | Report Abuse Congratulations to Pestech International and we knew that you have a very bright future in front of you! |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 8, 2020 10:01 AM | Report Abuse In investing, study the past and presence, but invest for the future at at least 6 moths or more. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 8, 2020 8:55 AM | Report Abuse There is hardly any risk in investing LCC airlines like Air Asia but only uncertainty with respect to exactly when the full recovery of air travels will happen. Now the best time to invest or trade Air Asia. Full service airlines will recover slower and most likely will not be like prependamic assuming some biz can be done on line, cheaper and convenient. Pent up demand of leisure travels will greatly benefit LCC especially those airlines that manage to survive as there will be less competition and lower costs of operation. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 7, 2020 4:42 PM | Report Abuse Flyfly..Be careful of what you wish, you may get it !!! |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 7, 2020 12:11 PM | Report Abuse What I am trying to say is that if the banking license is obtained, the valuation of the company will be much higher than now. The banking license will be a huge bonus! |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 7, 2020 11:45 AM | Report Abuse In medium to long term G capital worth more than the current price even without the Cambodian bank. |
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| Stock: [PESTECH]: PESTECH INTERNATIONAL BHD Dec 6, 2020 9:07 AM | Report Abuse No need to wait for something to happen. Just understand Pestech business and evaluate carefully the current intrinsic value plus the likely future growth. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 4, 2020 3:49 PM | Report Abuse Some of us know very well that Air Asia will not only survive but thrive well post pandemic. |
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| Stock: [BENALEC]: BENALEC HOLDINGS BHD Dec 4, 2020 10:11 AM | Report Abuse Some thing must definitely be brewing for such sudden interest in Benalec! |
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| Stock: [RANHILL]: RANHILL HOLDINGS BHD Dec 4, 2020 7:42 AM | Report Abuse Ranhill will make profit from improving the operation of IWK through it experience and expertise. In addition Ranhill will reap the benefit from the economy of scale.
Based on its existing business without IWK, the company is fairly undervalued. IWK will be an excellent bonus though. |
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| Stock: [PESTECH]: PESTECH INTERNATIONAL BHD Dec 3, 2020 8:21 AM | Report Abuse Don't worry as the company at current prices is still undervalued as some investors may misunderstand its business. Directors/major shareholders had been buying at prices above RM 1.00 in much earlier time this year even in the deep of the pandemic. |
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| Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD Dec 3, 2020 7:20 AM | Report Abuse Sad state of affairs for YTL Power that own and operate the so called 4G telecommunication network! |
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| Stock: [YTLPOWR]: YTL POWER INTERNATIONAL BHD Dec 3, 2020 7:17 AM | Report Abuse Yes got issue not only with voting but also unable to follow the meeting fully as the streaming was only functioning parts of the time. Tricor failed to carry out the job properly as it should. |
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| Stock: [LYC]: LYC HEALTHCARE BERHAD Dec 2, 2020 11:15 PM | Report Abuse Lyc in a good biz with a growing demand. The company is turning around from it original biz in IT by going into healthcare and growing its biz steadily via both organically and strategic acquisitions and its future seems bright. |
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| Stock: [RANHILL]: RANHILL HOLDINGS BHD Dec 2, 2020 10:59 PM | Report Abuse Ranhill is the most logical company to take over the running of Indah Water from the government as it has proven track records of operating and managing water supplies and waste water both locally and overseas.
Any how, water supply and sewage should, in the first place, be managed in an integrated way, not separately to be effective and efficient. |
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| Stock: [PESTECH]: PESTECH INTERNATIONAL BHD Dec 2, 2020 11:44 AM | Report Abuse This stock is currently undervalued. There is nothing to worry about the heavy borrowings as the company investing in capital intensive projects that will bring steady long term profits and cash flow. |
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| Stock: [AIRASIA]: AIRASIA GROUP BHD Dec 2, 2020 8:57 AM | Report Abuse In investing we look to the future, at least 6 months or more. The past and the present can only be used as a guide at best. We all know that there will still the need to use airlines for traveling and therefore there will be airlines that exist to cater for this need in the coming future.
Once sky is open to flying, there will certainly be huge pent up demand for air line travels especially for leisure and tourism, non business sector, as many businesses can still be conducted on line.
Hence the low cost carriers will first and the most to benefit from soon opening of the sky.
Air Asia being the best if not one of the best low cost carriers will very likely to survive compared to the others. Those airlines that manage to survive will reap huge benefit. |
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| Stock: [GCAP]: G CAPITAL BERHAD Dec 1, 2020 11:51 AM | Report Abuse Yes G Capital is a substantial shareholder of Yi Lai |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Dec 1, 2020 10:32 AM | Report Abuse I am glad now people are beginning to understand the biz of Cypark and the value of its' shares |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Nov 27, 2020 3:52 PM | Report Abuse One more thing. The debts for such concession projects are normally non recourse and ring fenced around the projects so no exposure to risk on the debts to Cypark holding co. |
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| Stock: [CYPARK]: CYPARK RESOURCES BHD Nov 27, 2020 3:47 PM | Report Abuse Some people questioned about the lack of cash in despite the good profits. This is a fair worry in normal company operation but in the case of Cypark many of its projects falled under service concession agreement with the government. The accounting treatments for such projects may show profits even during the construction phase before project completion. So such projects may show accounting profits but may not show cash comping in. But nothing to worry. Lots of cash will come in later during operation. |
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| Stock: [GCAP]: G CAPITAL BERHAD Nov 26, 2020 4:04 PM | Report Abuse Perhaps not many are aware that G Capital has a large portfolio of hydro power projects both completed and under development. Recently G Capital have an MOU to expand its hydro interest to buy a number of hydro project interests in Perak and Pahang totaling 56 MW, both completed and underdevelopment. |
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