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17,228 comment(s). Last comment by tkl88 at Nov 25, 2020 7:47 AM
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dawchok
83 posts

Posted by dawchok > Jun 4, 2020 9:48 AM | Report Abuse

JibGor stands chance to come back as PM. Gkent stands chance to get new construction contracts and then up again to its past glory price. To country, I do not want JibGor, to personal earning from Gkent, I need JibGor. Ha, Ha.


SHQuah
4416 posts

Posted by SHQuah > Jun 4, 2020 10:23 AM | Report Abuse

Rotational play. Gkent coming soon.


David
112 posts

Posted by David > Jun 4, 2020 12:59 PM | Report Abuse

gkent is still very much undervalued.


jonbravo
426 posts

Posted by jonbravo > Jun 4, 2020 1:49 PM | Report Abuse

Going good still


SHQuah
4416 posts

Posted by SHQuah > Jun 4, 2020 2:58 PM | Report Abuse

Philip..........."the Board of Directors does not propose paying a further dividend for the year under review."
What is the meaning of UNDER REVIEW ?


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 4, 2020 3:23 PM | Report Abuse

I don't know, it probably means no special dividend for 2020FY.

Which I think is OK, Just keep buying back stock, and increase that EPS next year.


SHQuah
4416 posts

Posted by SHQuah > Jun 4, 2020 3:33 PM | Report Abuse

"UNDER REVIEW" could it be still under consideration depend on situation ?


Rwkl
148 posts

Posted by Rwkl > Jun 4, 2020 4:27 PM | Report Abuse

Jan 20 or Jan 21?


K-Den
675 posts

Posted by K-Den > Jun 4, 2020 5:32 PM | Report Abuse

They will give treasury share?
hope got this proposal


dawchok
83 posts

Posted by dawchok > Jun 4, 2020 5:38 PM | Report Abuse

I think it is very likely to get treasury share as dividend.


SHQuah
4416 posts

Posted by SHQuah > Jun 5, 2020 9:40 AM | Report Abuse

I would prefer they increase their Share Buy Back from 10% to 20%.
Hopefully only remaining all good and strong long term shareholders.


SHQuah
4416 posts

Posted by SHQuah > Jun 7, 2020 9:01 AM | Report Abuse

Market expected to go all the way up on Tuesday due to so many good news in Malaysia and around the world.


trylearn123
256 posts

Posted by trylearn123 > Jun 9, 2020 2:42 PM | Report Abuse

eat the pill,up so fast


dawchok
83 posts

Posted by dawchok > Jun 9, 2020 5:36 PM | Report Abuse

I almost let go GK at 0.75 today but thinking Musa can get off the hook, so must be JibGor. Opportunity for GK is there.


RainT
7498 posts

Posted by RainT > Jun 9, 2020 5:54 PM | Report Abuse

when other counters goes up

this GKENT still hang there

after so long SBB still have so many sellers at low price


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 10, 2020 3:29 PM | Report Abuse

Raint, you didn't goreng topglove? Can make so much money in glove stocks...


Sslee
4193 posts

Posted by Sslee > Jun 10, 2020 3:48 PM | Report Abuse

Haha,
Philip still cannot get over with his selling of 2 million Topgolv for RM 17+ million. And now had to go every forum to tell everyone topglov is now highly goreng stock.
He should had followed what he preach, make decision to sell or buy only after studying the quarterly financial report.

https://klse.i3investor.com/blogs/kianweiaritcles/2020-06-09-story-h1508701600-Top_Glove_s_Quarterly_Results_The_Bellwether_SalvadorDali.jsp
Now's the turn of the bellwether Top Glove, its quarterly to be announce on Thursday. Its for the quarter ended May 2020. Top Glove prides itself for being one of the swiftest to announce their quarterly. However 11th June was an even faster date compared to previous quarters: 17 Dec and 19 Mar. It has to be probable very good news that Top Glove wanted to shout it out to the world. Bearing in mind it has an additional two months of heady business compared to Supermax, analysts have been quite positive.

So what would be a decent expectation. The way Top Glove's price has been behaving around RM16-17 indicates that we are factoring at least 150%-200% jump in NP. Previous quarter's NP was RM116m, hence expectations will be around RM290m-348m or EPS of 11.3 sen - 13.5 sen. Annualise that = 45.2 sen - 54 sen. At RM18.00, PER would be 39.8x - 33x. Still within the realm of reasonableness. If we do not get RM280m in net profit, I suspect there will be a sharper sell down back to RM13.00-RM14.00. If its higher than RM360m, that should pave the way to march past RM20.00.


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 10, 2020 4:29 PM | Report Abuse

Sslee, why you keep following me around like a lost puppy? You cannot keep to your own self? Or you also another sour grapes that did not even buy any glove stocks when everyone else did?


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 10, 2020 4:34 PM | Report Abuse

Btw you gave up your chance to make 50% returns from GKENT and sold early below 60 cents please don't blame me. You bought at 46 cents sell at cheap cheap trading price waiting for more discounts to come... Now you lost 100%+ returns in topgloves, 50% returns in gkent, PCHEM 50% returns and so many more. But I guess... You are still waiting for that big discount.

Good luck in your investment.

Now comment on something that you know about, like the future of INSAS and INARI.


Sslee
4193 posts

Posted by Sslee > Jun 10, 2020 5:27 PM | Report Abuse

Haha Philip,
I am asking myself why I like to follow Philip around?
1. I’m boring and got nothing better to do.
2. I want to learn something new from Philip.
3. I am jealous of Philip success and try finding fault with Philip.
4. I have my concern for Philip and want him to be happy
5. I have fun time reminding Philip his failure to keep his 2 million Topglov a month longer cost him 16 million and seeing him blowing his top
6. Maybe I try to tell Philip his QL is overpriced.
7. Maybe I try to tell Philip after all we are human and as human we are bound to make mistakes
8. Maybe I just want to get his attention so that he will invite me to Bah Kut Teh together with CharlesT and Stockraider.
9. Or maybe I also do not know why?


CharlesT
10710 posts

Posted by CharlesT > Jun 10, 2020 5:33 PM | Report Abuse

Mayb u love Philip..


Slc1
524 posts

Posted by Slc1 > Jun 10, 2020 5:34 PM | Report Abuse

Sslee ,i like your article 'I can't breathe'.


DailyTrader1818
32 posts

Posted by DailyTrader1818 > Jun 10, 2020 5:40 PM | Report Abuse

will come in shortly


Sslee
4193 posts

Posted by Sslee > Jun 10, 2020 6:48 PM | Report Abuse

Tqvm @Slc1


Sslee
4193 posts

Posted by Sslee > Jun 10, 2020 6:57 PM | Report Abuse

Haha CharlesT,
Maybe I love KYY more than Philip???


jonbravo
426 posts

Posted by jonbravo > Jun 11, 2020 8:28 AM | Report Abuse

Jonbravo still here


trylearn123
256 posts

Posted by trylearn123 > Jun 11, 2020 11:23 AM | Report Abuse

after 10/6/2020 ,all back to work ,share up no power


XiuyyXiong
132 posts

Posted by XiuyyXiong > Jun 11, 2020 3:23 PM | Report Abuse

Why suddenly all counter drops ?


SHQuah
4416 posts

Posted by SHQuah > Jun 14, 2020 12:33 PM | Report Abuse

Good support level. Up & Down depends on overall stock market. Chances of going down is limited and chances of going up is more but need to wait.


uniteen
96 posts

Posted by uniteen > Jun 15, 2020 1:52 PM | Report Abuse

gkent on downtrend


SHQuah
4416 posts

Posted by SHQuah > Jun 15, 2020 7:26 PM | Report Abuse

The whole world market going down, not just Gkent.


jonbravo
426 posts

Posted by jonbravo > Jun 16, 2020 9:09 AM | Report Abuse

Averaged down


SideIncomer
197 posts

Posted by SideIncomer > Jun 16, 2020 11:12 AM | Report Abuse

still waiting for entry xD


RainT
7498 posts

Posted by RainT > Jun 16, 2020 5:30 PM | Report Abuse

GKENT still the same even after SBB & Philip brother promote

Gloves counters all shoot to the sky already


RainT
7498 posts

Posted by RainT > Jun 16, 2020 5:32 PM | Report Abuse

plus now politics uncertain again

will have snap election

then how the projects all? will it be U turn again if Mahathir be PM? Headache


amzarb44
448 posts

Posted by amzarb44 > Jun 16, 2020 9:03 PM | Report Abuse

PN will have high chance to win GE 15


makelittlemoney
138 posts

Posted by makelittlemoney > Jun 17, 2020 10:19 AM | Report Abuse

malaysia high chance to got a lot of corruption and power abuse. after GE 15


SHQuah
4416 posts

Posted by SHQuah > Jun 17, 2020 11:11 AM | Report Abuse

Philip and Sslee.....? please continue writing. Very Sleepy looking at Gkent price movement.
Gkent - Buy, hold or sell ?
Should I change to Magnum, BJtoto and GenM ?


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 12:05 PM | Report Abuse

George Kent - Multiple Downside Risks
Author: HLInvest | Publish date: Wed, 17 Jun 2020, 8:58 AM
Forecast. We cut our FY21 earnings by 6.5% after recalibrating progress billings to FY22. Hence, our FY22 earnings increase by 27% upon factoring in higher progress billings and margin normalisation. We introduce FY23 earnings forecast of RM30m.

Maintain SELL, TP: RM0.52. Despite our view of a likely resuscitation of pump priming initiatives by the government, we reckon earnings downside risks remain aplenty should job awards not materialise to arrest a quickly thinning orderbook. Suspension of its dividend payments should also amplify risks to the downside. Maintain SELL with a slightly higher TP of RM0.52 (from RM0.50) after switching our valuation methodology from SOP to PE method due to its shrinking earnings base in both segments. Our TP is derived from pegging FY22EPS to 6.6x PE multiple (-1SD below 3-year mean).

So Philip forecast of RM 20 million earning per quarter is now way out with HLInvest earnings forecast?


amzarb44
448 posts

Posted by amzarb44 > Jun 17, 2020 12:43 PM | Report Abuse

Make little money, no corruption also cannot move up the economy.... Stupid


Ahmadahmad88
396 posts

Posted by Ahmadahmad88 > Jun 17, 2020 12:50 PM | Report Abuse

Hari ini beli rm0.665 cuba nasib.


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 1:54 PM | Report Abuse

Haha,
Have a feeling that my Insas is slowly catching up with Philip Gkent even with Insas last quarter big lose of 50+ million.
Why???


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 1:56 PM | Report Abuse

And no SBB for Insas but plenty of SBB for Gkent.


SHQuah
4416 posts

Posted by SHQuah > Jun 17, 2020 1:58 PM | Report Abuse

I don't really trust all those analyst from banker. As i say before there are people asking them to write good or bad in order to buy cheap or sell higher.


Ahmadahmad88
396 posts

Posted by Ahmadahmad88 > Jun 17, 2020 2:16 PM | Report Abuse

Kalo u percaya hlb, u pergi beli bursa tp 8.8, korang mampus sekarang.


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 2:24 PM | Report Abuse

Haha,
From RHB.

TP still at MYR0.50. Our FY21-23F earnings remain largely unchanged (-2%/-1%/2%). We maintain our ascribed target P/E of 5.5x for FY22F (at -1SD from its 5-year mean). The stock lacks visible re-rating catalysts, given the unfavourable ripple effect caused by the recent oil price collapse, leading to greater uncertainty on the Government’s ability to fund infrastructure spending, and unclear policy imperatives.

Key upside risks include stability in the macro economy, a positive outcome for water reforms, higher-than-expected earnings contributions from the LRT3 project, and further wins in water-related infrastructure construction.


Source: RHB Securities Research - 27 May 2020


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 17, 2020 3:13 PM | Report Abuse

So sad, cannot compete with QL, now want to compare with GKENT?

FYI, LRT3 progress completion and claim only at 24%. If you want to compare at least look at it after LRT3 completion when all the profit comes in.

Look at the wording, what is key upside risks? Why is upside a risk?

All their bearish calculations suddenly do not take LRT3 earnings contribution into the picture.

Why?

That is the equation that leaves wanting from the rhb TP.

But since you are now a trader instead of a long term INVESTOR, I dont think you will care about lrt3 contributions at all.

All the more for me.


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 4:08 PM | Report Abuse

Haha,
Project work all not moving. Next quarter Feb, Mar and April how? Lose quarter?


Sslee
4193 posts

Posted by Sslee > Jun 17, 2020 4:24 PM | Report Abuse

As for QL waiting to see how mush earning drop Q4 January to March 2020 follow by Q1 April to June 2020.
Based on past 5 years quarterly data, our average seasonal earnings index is as follows:
Q1 April to June 0.21
Q2 July to September 0.27
Q3 October to December 0.28
Q4 January to March 0.24


Philip ( buy what you understand)
4013 posts

Posted by Philip ( buy what you understand) > Jun 17, 2020 5:01 PM | Report Abuse

Very good doing so much research! But how come you still can't get good results from INSAS?

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