alliance steel vs excess

i'm referring to additional output from us itself after post tariff (import will reduce)...what will happen to the export output...currently, steel did not shortage in global market. im holding annjoo, but this is something critical factor to consider.

I'm worry of excessive of steel output after tariff imposed as new output will growth at us itself.

EPS FOR FY17 IS 40.52

Good move by eko management to finance toll construction upfront...

Can you share the research report ?

Any comment on Q218 result?

https://www.nst.com.my/business/2018/01/328438/ekovest-may-list-highway-asset

tq

can anyone share the annjoo initiate covering research report by TA?

FM is buying thats why LKH is not buying now. (understand the rational behind this)

To list the highway they will need fm to support. Do you think they will screw up the ekovest fm?

QR released, closed to my prediction of 55m.

31 oct 17 released

Epf shareholdings. Check latest ar

If he screw up ekovest investors wait and see when time for highway ipo.

initial payment received in aug, i suppose 2nd payment will only receive in nov

I3 relevant lvl is reducing.

Just like how tony did for aa private placement and now monetise all non core assets. Eps dilution in near term but get more after that.

Private placement can also from institution or majorshareholder since the want to list the highway where they can get back the fund after the listing.

30 property 30 construction 40 toll

But ekovest wan cash from iwcity (thr land disposal)

U check 5 may announcement and 28 aug announcment. The detail is there. Only recieved 48m in july . Progressive payment

DISPOSAL OF THREE (3) PIECES OF LAND MEASURING IN AGGREGATE APPROXIMATELY 127.92 ACRES HELD BY TEBRAU BAY SDN BHD (“TBSB”), A WHOLLY OWNED SUBSIDIARY OF IWCITY, LOCATED IN MUKIM PLENTONG, DISTRICT OF JOHOR BAHRU, STATE OF JOHOR, TO GREENLAND TEBRAU SDN BHD (“GTSB”) FOR A CASH CONSIDERATION OF RM2,373,079,016 (“DISPOSAL CONSIDERATION”) (“LAND DISPOSAL”)

(Unless otherwise stated, the abbreviations and definitions used throughout this announcement shall be the same as those previously defined in the Announcements.)

Reference is made to the announcements dated 5 May 2017, 14 July 2017 and 19 July 2017 (“Announcements”).

In furtherance to the announcement dated 19 July 2017, on behalf of the Board of Directors of IWCity, AmInvestment Bank Berhad wishes to announce that the Initial Payment 1 of Lot 1A has been duly received by TBSB.

This announcement is dated 28 August 2017.

You did not consider the land disposal of 2.3b (gain at 1.2b)

See the above payment schedule

Bailout can get so much money from iwcity land disposal gain of 1.2 b?

Bigbrother. What is ur view

Based on 1.5 total m.cap abt 1.2 to 1.3. The land disposal again ald 1.2b. All in 2.3b

Accept 1.5 rugi. At least 2rm

DISPOSAL OF THREE (3) PIECES OF LAND MEASURING IN AGGREGATE APPROXIMATELY 127.92 ACRES HELD BY TEBRAU BAY SDN BHD (“TBSB”), A WHOLLY OWNED SUBSIDIARY OF IWCITY, LOCATED IN MUKIM PLENTONG, DISTRICT OF JOHOR BAHRU, STATE OF JOHOR, TO GREENLAND TEBRAU SDN BHD (“GTSB”) FOR A CASH CONSIDERATION OF RM2,373,079,016 (“DISPOSAL CONSIDERATION”) (“LAND DISPOSAL”)

(Unless otherwise stated, the abbreviations and definitions used throughout this announcement shall be the same as those previously defined in the Announcements.)

Reference is made to the announcements dated 5 May 2017, 14 July 2017 and 19 July 2017 (“Announcements”).

In furtherance to the announcement dated 19 July 2017, on behalf of the Board of Directors of IWCity, AmInvestment Bank Berhad wishes to announce that the Initial Payment 1 of Lot 1A has been duly received by TBSB.

This announcement is dated 28 August 2017. Accept 1.5 rugi

DISPOSAL OF THREE (3) PIECES OF LAND MEASURING IN AGGREGATE APPROXIMATELY 127.92 ACRES HELD BY TEBRAU BAY SDN BHD (“TBSB”), A WHOLLY OWNED SUBSIDIARY OF IWCITY, LOCATED IN MUKIM PLENTONG, DISTRICT OF JOHOR BAHRU, STATE OF JOHOR, TO GREENLAND TEBRAU SDN BHD (“GTSB”) FOR A CASH CONSIDERATION OF RM2,373,079,016 (“DISPOSAL CONSIDERATION”) (“LAND DISPOSAL”)

(Unless otherwise stated, the abbreviations and definitions used throughout this announcement shall be the same as those previously defined in the Announcements.)

Reference is made to the announcements dated 5 May 2017, 14 July 2017 and 19 July 2017 (“Announcements”).

In furtherance to the announcement dated 19 July 2017, on behalf of the Board of Directors of IWCity, AmInvestment Bank Berhad wishes to announce that the Initial Payment 1 of Lot 1A has been duly received by TBSB.

This announcement is dated 28 August 2017.

Tebrau shall pay the Balance Disposal Consideration in the following time and manner (“BDC Payment Schedule”):-
Balance Disposal Consideration No. Date Amount (RM) Lot 1A 15 July 2017 46,324,363.86 (“Initial Payment 1”) 15 October 2017 46,324,363.86 15 January 2018 46,324,363.86 15 April 2018 46,324,363.86 15 July 2018 46,324,363.86 Total 231,621,819.30 (“Lot 1A BPP”) Lot 3A 5 August 2018 85,937,759.33 (“Initial Payment 2”) 5 November 2018 85,937,759.33 5 February 2019 85,937,759.33 5 May 2019 85,937,759.33 Total 343,751,037.30 (“Lot 3A BPP”) Lot 2B On or before 5 August 2019 98,046,810.90 (“Lot 2A BPP”) Lot 4A & 4B On or before 5 November 2019 334,163,566.80 (“Lot 4A & 4B BPP”) Lot 2A On or before 5 February 2020 344,192,736.60 (“Lot 2A BPP”) Lot 2C On or before 5 May 2020 783,995,143.50 (“Lot 2C BPP”) Grand Total 2,135,771,114.40

Iwcity is the losing side not ekovest.

Iwcity is a cash cow company from now onwards. Ekovest will enjoy it over the years(tagb disposal of land ) pls refer bursa under iwcity of their payment schedule

Land disposal gain from iwcity.

Pending gain from land disposal for iwcity more than 1bil

Analyst said qoq will be flat

2 cents div equalvalent to about 70m+

60m to ekovest another 149m will park under designated acct. Can refer sec 2.4.6 & 2.4.7 in bursa

either ways also good to ekovest

Ajiya will definately benifit from budget 2018.

Md chan ald informed these few quarters earnigs may not good. No shock surpise to me. Really looking forward for budget

Chart tell us Insider news ald came out in sept. I believe ald priced in now focus on budget if will allocate more fund for affordable house then ajiya can finalize the mou with spnb so that 5k units of afforable can kick of for new fy18.

Yes

http://www.klsescreener.com/v2/news/view/286265

Earning Marginally above 2 analysts expectation.

G.M. Chief, in China, Challenges Planned Bans of Gasoline Cars

https://mobile.nytimes.com/2017/09/15/business/gm-china-ceo-gasoline.html?referer=https://www.google.com/

Its toll operations contributed 37millions operating profit to the group in q417. Surging 37% yoy.