Genting should charge gambling entrance fees, RM 50 for each patron for 2 months visit.

License fees is kacang putih, only RM30M increase, their a year profit based on 2017 is RM1 B. 10% gaming tax is a lot, may take away RM100M of their income.

But share price from RM5 kena rumour said naik tax, ady drop to this level. But after all the impact still okok, will drop some more meh?

Tax 10%, before the rumour share price drop 10%, reasonable ah.

Wei Wong ewallet not going to affect traditional bank, but if they give interest when ppl put money in, allow credit rating, can give loan to users etc, then ewallet can be dangerous to bank. The only one that can do this, is TnG, remember every IC is an TnG?

Some trainee working on the site wrote his experience article
http://www.apcc2.ceec.net.cn/art/2018/9/24/art_8448_1732816.html

And condom business is vry easy business to analyse and give fairly accurate valuation, those analysts are quite similar when they valuate karex, just diff party give diff PE expectation.

Buying at this price, you are not buying cheap, tbh.

optimusprimeXV what talking you? KLSE already overvalue this stock la. 1. Owner wife are selling down her holdings 2. High PE surrounding by high material cost environment 3. Analyst all got lower TP btw 40-60 cents.
Sgx hkex go there listing lagi worse, hkex now in the middle of trade war battle field. The only place will give premium PE is US market, other exchange, don't expect it can price high high.

a profit guarantee to all the Jaks shareholders every year for 25 years when the JV sells electricity to the Vietnamese Government.

How much is the profit per year?

What cimb can actually do for TnG? Can they do something like Yu'e Bao? Copy weixin hongbao idea to increase users number?

Valuelurker, how much you think they can earn a year from the viet power generator?

Cimb this year new low bcoz of nazir resignation rumour right? Now the resignation is real, time to run?

Need to fry high high now, right issues coming.

Everything fair worse than analysts expectation,

Ckh823 bro, ewallet is so crowded, malaysian use card paywave lah.

Tariff to be imposed soon. Month end FED meeting again, rupiah gonna tumble badly... TIme to run again?

50 cents anytime, cannot say cheap, but is only FAIR value. This stock anytime back to its all time low fair value.

Condom business is a simple business to understand. You sell condoms as revenue, others are just expense, remaining is your profit. Analysts calculate their TP based on vigorous model, taking into account of everything. So when they said 30 cents to 50 cents, coefficient is pretty much the same, among analysts, just some give higher future PE expectation-->higher share price. Some give lower and gloomier outlook (which is correct in current environment).

Trade war tariff continue, no mercy. Trade talk will not stop Trump. Ready to jump water liao.

Actually what is this China Power Engineering Consulting Group Co Ltd? Reliable?

WD40 merge the tracks somewhere to Gemas? Think you should study the map first before comment. So ppl travelling via HSR, have to go Gemas and bypass melaka for? ANd Gelang patah stop ady located in gerbang nusajaya, UEM sunrise land, GLC company land dont want to use, just to please Old lim?? Locate gelang patah, who untung? who is the land owner?

So his OBM business no hope lah... ONE condom sale result got out in the report?

Launching own brands, maybe OEM offended big brands, dont give karex business. At the same time they are struggling making OBM sales.

When is the next financial reporting date?

Why their OBM so lousy? Anyone know why?

WD40 Is scrooge mc duck, aka uncle scrooge.

I'm blur now.... this stock cater mainly for local market right? How much used to export? Malaysia got price control on natural gas right?

Terencechuah: you go fxxk around condom will have business

What is the price per condom and margin selling to (a) tender (b)OEM (c)OBM ? Do seem like they are really having innovative marketing team, going to takeover durex for sure.

Ah beng dun like to murder queen english, i like to fcuk queen...but then she too old liao, kate middlefingerton suit me.

Next time, buy a new house, at least go out, walk walk, know where got 7-11, where got bus station, where got eatery.

So rich, buy house dunno surrounding, tak boleh macam ni lah..bro. Know everything except surrounding, u really power lor.

"At least least ahbeng beng brought out his reasons(though flawed). Stupid patron only behave like a brainless parrot. "

Wah..i really beh song ur comment leh. Flawed, im ok with that, but you not pointing out which part flawed. Suka suka shoot without reasoning to back you up.

Also hor... the way your write ur comment and the way i write mine, is different.
Urs, sibeh confirm you are right, brainless invest can liao, bcoz u cannot gone wrong.
While mine comment, i teach ppl how to think, what factor met then need to change accordingly my assessment on the matter.

Years of experience teach me one simple thing. DO NOT YAYA PAPAYA sibeh sure you are right. Bcoz you cant be always be right, you are not god, and not the decision maker.

Patron also beh tahan ur yaya papaya attitude.

Just read your comment and mine comment, you really know much better than me? I bring in more info than ur lousy useless trip to visit 7-11 and kfc. You said u got house in vantage bay (empty land lah..bro). Got house so near the 7-11 and KFC liao, only recently bother to visit them?? See, pinocchio obviously lying. I dont know you are so power, for me, i cant see any future (of a place) by just looking at 7-11 and kfc. 7-11 and kfc are not the place to do fortune telling, calvin shud use coconut and stick and learn from raja bomoh instead.

My advise, next time got house, go out and jalan jalan, look around lah. You shud know the 7-11 long ago when you bought the house liao, not until now recently baru discover the 7-11 and kfc...and so happy with ur finding and write this article to tell us.

I know u rich, not stay there. But this 7-11 so close to ur investment house, should not be something new to you, bro. until like new discover liddat. N you really seem like dunno the 7-11 there that is so close to your house, yet you claim that "know the pulse of Iskandar by the day, hour and seconds."

My advise, dont yaya papaya, know your surrounding first.

apolloang ya...all malaysia chinese tauke know where got money smell, bcoz ahbeng is in tauke club. where got lubang, ah beng like ah tu, ah kow, ah hock, all know good good liao. although we only primary educated.

Ohhh...capital 21 will transform further by 2025 when kempas main terminal is being build in close proximity. Even without the station, it doesnt impact its status as tourists hotspot, even right now it is build in ulu, hard to access area.

Only those eagle that think the land reclamation can become high end shopping place, are eagle that looking at sky and not preying on chickens.

Im the eagle that watch every chickens on ground, any movement i know well better than anyone here.

High end places too competitive in next 5 yrs. Paradign mall, south key and capital 21 all going to come. Capital 21 will be the most unexpected tourism hotspot for johor state (mark my word) and is a must go place for anyone who visit jb. Let me put a time frame on my claim, in two years time, capital 21 will become jb landmark shopping mall.

If you talk about bukit bintang like shopping street, down town jbcc along jln wong ah fook will transform into that after sg segget and tram is done.

I think u r the eagle that going to fly to outerspace chasing moon liao. Result: died of suffocation due to too high altitudes.

Investment far sightedness need to build on sensible reasoning. If you think u r right, in fact u shud buy vantage bay stock rowsley. This project tmj got share interest in it. So also got royalty background.

Vantage bay will ong first b4 berjaya asset.

But...a big "but". As investor that take every possibility into consideration, with foshan commerce group, they may play something miracle. So any firm action btw berjaya asset and any china group will need to be watch out. My assessment may need to change accordingly too. They may turn the place into big china pasar, serving cost sensitive, low net worth customers. This may thoroughly change my view too.

"SO LOOK BEYOND THE PRESENT. AFTER THE LAND RECLAMATION HERE THE ENTIRE PLACE WILL TRANSFORM AS IT WILL BE OPENED TO HIGHER END VISITORS. "

If your beyond present means 20 years from now, i will buy their shares maybe 18 years later lor. Buy now u brain koyak isnt? This is like pharmaceutical stock, medicine has patent rights and maybe worth billions, but it will be a decade or two matter with lots of uncertainty (failure).

So you have to specify your claim and stop making vague comment. When is your high end place for high end visitor will happen?

Stop talk like the area got huge spending demand and the area is underserve.

Land reclaim, r&f also reclaim, the latest opera house also build on reclaimed land, in fact the whole stulang laut will be reclaim sooner or later, including havent announced opposite vantage bay land.

Also, the area will have r&f mall, to be operated by ksl.

N u think berjaya waterfront otak koyak isnt? If the demand for serving high end visitors is there, they shud outright put money into their existing shopping mall on the site liao, why bother reclaim more land (to build another shopping mall) when the current one badly under use.

Your whole 7-11 business sibeh good=this area got huge demand for high end visitor, simply too naive and doesnt hold.

The whole reclaimation project got rather long planning, n r&f and vantage bay will be the one benefited first before berjaya asset.

Mayb miracle? Like casino in duty free zone? Nope, current climate, hardly believable sultan got such tendency. Sultan ady outright spoked, no casino.

So i dont think the land reclaimation exercise got any immediate short term impact (next 10 years) on the profitability on the company.

prince4 希望你会思考。

像双峰塔， 老马建的，租金赚不回，亏钱。

但是 这个东西带来的旅游收益，其实国家是静赚的。旅客来看这东西，来这里shopping，创造的宣传价值，旅游广告回报。难道看到租金赚不回，就亏嘛？私企会亏，国家不会。因为私企只能通过租金回酬，而国家有更多管道获益

prince4 国家好像没有要减赤字，债务规模其实没有很严重啦，发展中国家算中等，发达国家比算低了 。
GE14 纳吉confirm赢都不会做 liao lor。没有confirm赢更加会做， 难道给反对党抢功劳？

建高铁，国家不像私企，只能通过车票赚钱。增加的就业，带动的经济规模，创造的土地价值，增加的税收，都是建 百亿大型工程的正面回酬。

已经几年了没有任何一个大型工程和项目开工完全没有做，的原因是等时机，如果去年公布，几年全部做了，那么人们就没有期待，巫统也少了大选前的宣传。

这些东西启动后，才公布大选日期，是可以肯定的。

Talk the 7-11 got good business...try to show what? You think their hidden agenda is to reclaim those land and build shopping mall isnt? and sibeh good business in 7-11 confirm your instinct as an investor?? bcoz the shopping demand is so high in that area until 7-11 got super good business.

Let me have a laugh first....have you been to the shopping mall there? Why are you not commenting on the lousy business in the Zon mall.

lol... seem like you dont know this place langsung b4 the news broke out. IT has been a duty free zone for more than one and half decade liao. Normally johorean dont go there, come out need to check by custom and pay tax, so serve no purpose.
THe whole reclamation and project will took 20 years at least, next would be R&F then follow by vantage bay only after that will be this duty free zone. So will be very long future value, no little impact on share price.
Berjaya will collaborate with Foshan state commerce group, but later on no more news liao, that was last year news.

7-11 to prove tat place really "ong"...haha like you have nothing to show liddat and desperate to find some minuscule thing to prove that the area business sibeh good. Let me tell you, it is not. you dun even familiar with the place yet want to recommend this counter.

BRT project announced.

Very soon lah...current project if got BRT line, then capitaland project can go on.

AH jib gor gonna announce BRT line, one line along coastal, danga area.

Botak lim 4.50 buttvalue can be correct ah, if he sapu all the shares and able to sell all the land at the price that he claimed, then easily 4.50 reachable.

Under open market condition, such price is impossible.

So bookvalue is not wrong, just bookvalue has nothing much to do with real time shares price.

I also many time see a company has more cash no debt than their shares price (ie cash higher than their market cap).

4.5 is book value, still correct ah, anything wrong?

@tokti king ady get the bridge and a flyover, he dun care BM liao.
BM will be conduct through formal procedure, no hanky panky

Learnfrommistake: just throw your 1000 lots, sharemakers will catch it.

Wait until news come out liao baru tell us what was told (we dunno how to read izit?) Is already too late.