gpa
$$$GPA Holding$$$ – Next potential stock to limit up x3 after Edaran
Edaran Bhd limit up yesterday, after it had bagged a RM149.97 million contract from the Royal Malaysian Customs Department for the enhancement of its information system.
how much is RM 149.97 Million for edaran? lets compare the contract value with the market capital of edaran
Market Capital (RM) : 31.50m
Contract value (RM) : 149.97m
the contract value is 5 times compare to the market capital of the company, this is why the share limit up!
Now, lets talk about stock of the day... GPA, there is advanced awarded contract which the value few times higher compare with the company market capital, look at the photo below which i got it from tokok channel. the bad news is the channel deleted the photo as soon as he posted out because it might be very sensitive infomation. Well, I didn't manage to printscreen the whole channel with photo, the good news is luckily I saved it before the channel delete it. The contract is waiting to be announced, the deleted photo is suspected to be insider news
The project as shown in photo above has not yet beed disclosed officially but somehow it leaks out to few persons, hence the stock price has some volume coming in for the past few days but hasn't reflecting its value yet
some of the members in i3investor saw it as well,
So what is the photo talk about?
GPA won a 324 million project kajian electrical car fasa-1B.
how much is 324 million for GPA holding? Lets compare with the market capital of the company.
Market Capital (RM) : 112.76m
Project value (RM) : 324.00m
The project value is 3 times compare to the market capital of GPA holding, which is only 112 million.
What will happen to the share price?
The awarded project from SPAD is about new technologies on land public transport, you may wonder why the project awarded amount to high, please see the news on 24th OCT at thesundaily:
http://www.thesundaily.my/news/2017/10/24/land-public-transport-priority-govt-najib-updated
The GP car battery selling price is about RM150 - RM300 per pack
The new technologies,for example Nissan LEAF battery cost about RM20,000 - RM40,000 per pack :
https://insideevs.com/breaking-nissan-prices-leaf-battery-replacement-5499-new-packs-heat-durable/
The LEAF battery project definately would help GPA growth up to whole new level.
Land public transport a priority(SPAD) for govt: Najib
KUALA LUMPUR: Although the nation has recorded significant achievements in the land public transport sector over the last few years, the work to further transform the sector would not stop there, said Prime Minister Datuk Seri Najib Abdul Razak.
Najib explained more key infra-rakyat rail projects will continue to be unfolded by 2027 as the government seeks to boost the carrying capacity via three-pronged strategies.
"Some of the key projects include the construction of the 350km Kuala Lumpur-Singapore High Speed Rail, the 4-km Johor Baru-Woodlands (North) Rapid Transit System, the 700km East Coast Rail Link and other urban rail lines, making the rail mileage across the nation to come close to 3,000km.
"Having said that, improving the first-and-last mile connectivity to make travel seamless for commuters, remains a priority for the government as well as the Land Public Transport Commission (SPAD)," Najib said in his closing remarks at the Land Public Transport Symposium 2017 here today.
At the same time, Najib also pointed out that new technologies, disruptive business models and commuters' demand for higher levels of service are transforming what transportation plans for future cities should be.
"Driverless vehicles, predictive maintenance for trains, electric cars – who knows what else the future will entail," he said. "However, what is clear is that people and cities are on the cusp of changing rapidly and dramatically as advancements in mobility technology converge in the marketplace."
Najib then assured everyone that under his watch, the government will continue to place the transformation of the land public transport sector as a top priority.
Najib added that the country's land public transport agenda is not just about mega infrastructure projects because of greater importance, it is that it is a pathway to higher productivity and better living conditions for Malaysians.
The prime minister noted that in the long run, a reliable, integrated and modern land public transport network would accelerate socio-economic growth and improve the quality of the environment, all of which was crucial for the sustainable development of Malaysia.
if you are unable to buy mother share due to low liquidity , we highly recommended its warrant because it will give you higher leverage level,since the son GPA-WA, only 0.04 sens
expire date : 2025
exercise price : 0.1sen
you have 8 years time value, consider not bad for holding.
DISCLAIMER : Kindly ignore this article or sharing if you have strong conflicting views/disagreement with the author. All investment decisions, risks and liabilities are to be made and borne by the investor who invests themselves. This is not a buy or sell call, but rather, just a sharing of my views and analysis on this stock. I will not be held responsible or liable for any investment decisions made.
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Be careful, this is a fake account. This is not the original AhmadRazak. Look at the spelling difference and posting history. Admin should double check.
2017-10-26 01:31
See what the Budget have to offer for electric car,,,,,,,maybe limit up at 4.30pm....
2017-10-26 19:48
TOKYO: Perusahaan Otomobil Kedua Sdn Bhd (Perodua) has no plans to introduce electric vehicles (EV) in Malaysia in the near future despite Daihatsu Motor Co unveiling a concept EV at Tokyo Motor Show 2017 on Wednesday.
Daihatsu owns a 20% stake in Perodua and a 51% stake in its manufacturing arm, Perodua Auto Corp Sdn Bhd.
Speaking to reporters on the sidelines of Tokyo Motor Show 2017, Perodua Auto vice-president Datuk Zainal Abidin Ahmad said Malaysia does not have sufficient infrastructure for the company to produce EVs.
“Hybrid and EVs require the country to have sufficient infrastructure in terms of charging facilities and range of lithium ion batteries, which are currently not available in full force,” he said.
Zainal pointed out that a study on the impact of EV production and its market requirements in the country will be done if the company is confident there is sufficient infrastructure to support the vehicles.
“EVs are a totally different powertrain. We haven’t done any study yet. We have not come up with any idea on what we want to do with powertrains for future generations,” he said.
Read more at http://www.thestar.com.my/business/business-news/2017/10/25/no-plans-for-electric-vehicles-in-malaysia-says-perodua/#FxWB9RzBskCZ99lt.99
2017-10-26 21:13
There's no SPAD offering to GPA !! Another fake news to cheat your money....BEWARE !!!!! http://www.spad.gov.my/tenders
2017-10-26 21:14
Already warned u guys lo this is not Ahmadrazalk account..
This is fake account and article...
2017-10-26 21:43
Posted by pretty_life > Oct 26, 2017 10:01 PM | Report Abuse
So tomorrow is limit up lor?
2017-10-26 22:25
Don't be so stress...suddenly the dream come true who knows??
Malaysia is boleh semua ...including GPA..
2017-10-26 22:46
Stupid greedy44. U sound like sour grapes because u missed to buy lower. Look at No. Rujukan (reference no.) in picture above. The letter's reference no. is Oct 2017 while the website shows tenders' reference no. are OUTDATED, up to 2016 only! That is why u all can't see this letter on the website!
I am sure it is an original and legitimate invitation letter by SPAD to GPA. As Malaysia lack of sufficient infrastructure to support the electrical vehicles, the Government is now in rushing to implement the study of electrical vehicle (EV) battery. That is why the job will start by January 2018 while tender just 2 months before that. Definitely, SPAD would award this job to GPA as the Company is the Largest Automotive Battery Manufacturer in Malaysia.
I think the contract time span should be within 2 years and the contract value of RM324.0 million is DAMN HUGE. Assuming revenue spread evenly within 2 years and conservative profit margin is 20%, GPA could make profit of RM32.4 million or EPS of 3.31sen each year. Profit margin could be even higher as EV battery costs are getting cheaper. The costs falling from ~1,000 per kWh in 2010 to ~$227 per kWh in 2016, according to McKinsey.
Valuation wise, the stock is currently trading at 21x PE.
https://www.bloomberg.com/quote/GPA:MK
Pegging PE of 21x to EPS assumption of 3.31sen, the stock could be worth 69.5sen! So now, it answered the question whether to LIMIT UP. There is potential to LIMIT UP as UPPER LIMIT is around 40sen if I can recall correctly. But no matter limit up or not, is not important. The important thing is GPA will be heading in one way, which is UPWARD, UPTREND, NORTH.
2017-10-27 01:04
I dont care who is this Ahmadrazalk, the important thing is GPA will be heading in one way, which is UPWARD, UPTREND, NORTH.
2017-10-27 01:06
I think infrastructure for EV battery could be one of agenda in the Budget 2018. This will spice up the share price to rally! Hope so
2017-10-27 01:16
if the electric car price is RM20k then should hoot it like nobody business... think logic..
2017-10-27 09:41
hentam microln kuat kuat next week, fintech company is going to fly with your PM's promotion and push
2017-10-27 21:12
No such media release by SPAD in their website as their latest media release was on 27-11-17 about Budget allocation 2017, so another fake scam by Somebody so KLSE must take action lah do not sleep until UMA which is so easy to issue as it is stereotyped....
2017-11-12 08:39
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GPA closed its factory in 2015. It's only in the distribution business now.
2017-10-26 01:29