Vivocom- The Future Construction Dragon
A Stock waiting to Explode!!!
A)Warrent Buffet's Phrase
B)RM2 Billion Projects (Market Cap : RM458mil)
i)Estimated Revenue Per Quarter
From the above table, the total projects amount is RM2.4 billion, with 50% discounted (for Bigger safety margin),
the predicted future revenue is around RM104 mil per quarter.
ii)Quarterly Revenue and EPS
From the above table, the revenue is dropped from RM141 mil (Q1 16) to around RM45 mil (Q2 17) before increases
to RM61 mil (Q3 17). According to the Quarterly report, the dropped in revenue mainly attributable to the
aggressive roll-out of projects under the Construction segment in 2016 to clear backlogs as compared
to 2017.
However, the estimated future revenue per quarter is around RM104 mil (50% discounted) and with 10% net profit,
the estimated Earning per share per quarter is around RM0.0031 (around 50% growth) and the share price should atleast
RM0.26(20x) and above for FY2018.
Assumption made that there is
1)No Termination of Projects
2)No Hiccup in project
3)No delay in Billing
4)Material cost is constant
5)No of ordinary share is 3253 mil
C)Private Placement
The no of share subscribed by the Macquarie Bank, Australia
D)Technical Chart
Can it be a "W" pattern?Hopefully the pattern is not affected by GE14. Let us wait and See, wether can break
above 0.15 in near term (eventhough today, retrace back to 0.135)
E)Conclusion
A counter waiting to EXPLODE in FY2018
Remarks
Only for knowldege sharing purpose, buy and sell at your own risk
More articles on Vivocom- The Future Construction Dragon
Vivocom- Possible new foreign shareholder and MIDF Research TP : 40 Sen
Created by Wonder88 | Jul 29, 2017
Discussions
Be the first to like this. Showing 17 of 17 comments
it will not happen because some of the assumptions are wrong and will happen.
2018-01-12 05:46
Dont forget, the revenue is discounted at 50% even the assumption might vary
2018-01-12 06:36
since we malaysians, better quote Tan Teng Boo, the self proclaimed top investor in the world. LOL!
2018-01-12 10:09
these conman finally write up a blog with buffett feature, to harm more people.
2018-01-12 10:11
If the company has a value, share price will not down just because of your bad mouth. Also the share price will not up even a beautiful story write up.
2018-01-12 10:46
Wonder88, you missed the RM196mil seri manjung Projects in your total orderbook.
2018-01-14 20:04
After Manjung Project added, the total revenue per quarter is RM104 mil(with 50% discounted) and the predicted share price is RM0.26 (92% upside from closed price RM0.135 on 17/1/18).
Note
Exclude possible effect of CNQC take over on 25/1/17
2018-01-17 21:14
Fking idiots la at least wonder 88 give some evidences shame for those who only have mouth, so pandai come out post ur evidencr la idiots.. Full of idiots already aged, but still talking childish things
2018-01-18 14:09
A lot of subcontracting business..low margin... xxxxxx more interested in promoting shares than the business but price moved south...
2018-01-21 09:21
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2018-01-11 22:39