Calvinharris

Calvinharris | Joined since 2018-02-04

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Stock

2018-06-25 19:55 | Report Abuse

来临业绩,随随便便MAGNI盈利退步20%至40%,你们都脚软。

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2018-06-25 19:53 | Report Abuse

Then , we sit for coming 2 qr. lol.....lol.....lol......(总统套房很“舒服”,很好“住”的)

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2018-06-25 19:32 | Report Abuse

Ofcause gave outperform TP RM6.40 because they and their investors all are bought higher price RM5.00 ++.
If they give sell TP RM3.50 , they will facing huge loss.
MAGNI only worth RM3.00 if coming qr. result also poor.

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2018-06-14 21:32 | Report Abuse

https://www.theedgemarkets.com/article/cover-story-theres-more-malaysias-rm1-trillion-debt-burden

DATA watchers know that student loans provider Perbadanan Tabung Pendidikan Tinggi Nasional (PTPTN) and Lembaga Pembiayaan Perumahan Sektor Awam (LPPSA) are among the largest issuers of debt guaranteed by the federal government, which stood at RM238.1 billion as at end-2017.

The status of their guarantees is unchanged. Yet, contrary to The Edge’s estimates last week, the RM40.2 billion owed by PTPTN and the RM11.5 billion by LPPSA, a statutory body that gives out loans to civil servants, have not been included in the RM199.1 billion that the federal government counts as committed government guarantees as at end-2017.

“The [RM238.1 billion] has not changed. Neither is there any reclassification. What the MoF (Ministry of Finance) has done is evaluate each of these government guarantees and determine if we are already being called to service these [debt]. So, in the case of DanaInfra (Nasional Bhd) and Prasarana (Malaysia Bhd), we are already being called to service their debt … Khazanah (Nasional) and TNB (Tenaga Nasional Bhd) we don’t include because [they] are fully able to service their debt … If we were to add all the non-committed government guarantees, the [federal government] debt figure would be even higher,” says Tony Pua, special officer to the Minister of Finance and Member of Parliament (MP) for Damansara.

Simply put, those on the new list “have little to zero potential” of generating revenue and LPPSA and PTPTN were excluded because the statutory bodies “have revenue-generation capability, for example through loan service repayments”, and have so far not required the government to service their debt.

It is worth noting that the federal government transferred civil service housing loans of RM21.9 billion to LPPSA off the balance sheet in January 2016 and only RM4 billion showed up on the government guarantee list at end-2016, which grew to RM11.5 billion by end-2017.

If all of the guaranteed debt of excluded companies and statutory bodies were to be counted, federal government debt and guarantees could rise from RM1.0873 trillion (80.3% of GDP) to RM1.2139 trillion (89.8% of GDP), a back-of-the-envelope calculation shows. We assume the RM3.9 billion under SRC International Ltd (1Malaysia Development Bhd’s former subsidiary now under Minister of Finance Inc) has been counted under 1MDB.

As announced on May 24, federal government debt of RM1.0873 trillion as at end-2017 is made up of (1) RM686.8 billion official debt; (2) RM199.1 billion committed government guarantees [items (A)+(B)+(C) in the table]; and (3) RM201.4 billion committed lease obligations from a list of public private partnership (PPP) projects.

In deriving the RM199.1 billion, the largest debt was Pembinaan PFI Sdn Bhd’s RM50.2 billion, followed by DanaInfra’s RM42.18 billion. DanaInfra is a special purpose vehicle (SPV) that borrowed to fund infrastructure projects including the mass rapid transit (MRT).

“PFI’s loans do not appear as a contingent liability in the Memorandum of Guarantees in the Accountant General’s Report because the repayments to its lenders are structured as ‘rental’ payments by the government rather than as debt- servicing charges for an SPV that issues bonds such as DanaInfra,” says Ong Kian Ming, special officer to the Minister of Finance and MP for Bangi, who has written extensively on PFI.

1MDB — which only had a debt of RM9.5 billion on the “old” guaranteed debt list — is third with RM38.3 billion. According to Ong, the RM38.3 billion is 1MDB’s net debt — a figure derived after deducting the RM11.35 billion cost of its land assets from its RM49.6 billion total debt commitment (principal plus interest from April 2018).

Other large holders of guaranteed debt include rail owner-operators: Prasarana, which owns and operates Malaysia’s LRT and KL Monorail networks (RM26.6 billion); and Malaysia Rail-Link Sdn Bhd, owner and operator of the East Coast Rail Line project (RM14.49 billion).

Then there is Pembinaan BLT Sdn Bhd’s RM8.5 billion. The company is owned by Minister of Finance Inc and has built at least 74 projects with a gross development value (GDV) of RM9 billion for the Royal Malaysian Police (PDRM), and whose debt did not appear on the old list. It raised RM10 billion in bonds secured by guaranteed rental payments by the government for the use of police quarters built by it, Ong says.

When asked about the difference between the new and old debt classifications, Finance Minister Lim Guan Eng reiterates the government’s commitment to transparency, which means the necessary disclosures are likely to continue.

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2018-06-11 11:11 | Report Abuse

I also waiting for the secret of pdp fees.

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2018-06-11 11:07 | Report Abuse

only DATO' PADUKA (DR.) IR HJ KEIZRUL BIN ABDULLAH bought 10,000 shares after ge14
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5793989

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2018-06-11 11:02 | Report Abuse

He really dint buy back gkent share after 509.
Orang yang membuat business memang licik.

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2018-06-07 20:41 | Report Abuse

Barakah Limit Up rm0.265

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2018-06-07 16:48 | Report Abuse

TM (Trading Buy, TP: RM5.60): Chief Shazalli Ramly resigns, Bazlan takes over as acting CEO. Telekom Malaysia (TM) managing director and group CEO Datuk Sri Mohammed Shazalli Ramly has resigned from his positions effective immediately. TM also announced the appointment of its deputy group chief executive officer, Datuk Bazlan Osman, as the acting group CEO. TM chairman Tan Sri Datuk Seri Sulaiman Mahbob expressed his gratitude to Shazalli for his contribution to the TM group during his tenure. (The Edge)

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2018-06-07 16:34 | Report Abuse

中央发放石油税给州政府

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2018-06-07 12:32 | Report Abuse

Pls show.
Afternoon NANTI, Up to rm4.30.

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2018-06-07 05:57 | Report Abuse

"The most important is construction world will cooling down on next few years.Because pH government now are call it 'jimat' kerajaan."

Add: not only jimat kerajaan, but aslo menjaga kebajikan rakyat LEBIH daripada memperkembangkan ekonomi (GDP jika Capai 10% pun tak guna jika harga barangan sangat tinggi, kehidupan rakyat makin susah pada masa hadapan)

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2018-06-06 21:09 | Report Abuse

会跑回去RM5.00 多,bro。
KEEP。

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2018-06-06 21:08 | Report Abuse

那个被革除的CEO 样子很像大耳窿。
样子就输了,正如NAJIB 的形象。
幸好TUN MA 踢走他。

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2018-06-06 21:06 | Report Abuse

I missed today BOAT.
so sad。。。。。。。。。

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2018-06-06 21:04 | Report Abuse

国债实在太多啊,老兄们。

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2018-06-06 21:03 | Report Abuse

我们看的是它未来在建筑业的前景。

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2018-06-06 19:00 | Report Abuse

长期而已,应该赔钱, TUN MA 请别在意目前的赔偿金,日后我们马来西亚会更好,因为这ECRL 更笨是一项亏钱基建工程,无需。
HSR 每日的乘客都没有200,000人 里的10%[ 20,000 人] 更何况是ECRL.

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2018-06-06 18:58 | Report Abuse

不可思议的赔偿,全部显示中国正在吃这我们的肉。

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2018-06-05 22:18 | Report Abuse

George Kent – Downgrade to HOLD

We downgrade GKent from Buy to Hold following the cancellation of mega rail projects such as MRT3 and HSR which it was previously targeting for. While these contracts were never imputed directly into our forecast, we reckon these cancellations would make it hard to justify GKent’s pre-GE14 valuations. Earnings over the next 3 years (FY19-21) would be supported be the LRT3 PDP role. Nonetheless, earnings sustainability beyond this is in question. Our revised SOP valuation for GKent is based on a bear case scenario using (i) NPV (WACC: 12%) for its engineering division with nil orderbook replenishment, (ii) 10x P/E for metering assuming no YoY growth and (iii) 30% discount to its net cash per share. Under this bear case scenario, our SOP based TP is reduced from RM3.25 to RM1.50.

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2018-06-05 17:22 | Report Abuse

财长再揭发工程费用丑闻(SRC)
千万别查到LRT3@PDP fees 丑恶的丑闻就好.

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2018-06-05 17:11 | Report Abuse

And I guessed I knew who is the "SI MUKA PUCAT" already.
This i3forum sangat seronok.

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2018-06-05 17:06 | Report Abuse

乔治肯特(GKENT,3204,主板贸服组)和西门子(Siemens)、阿尔斯通(Alstom)、意大利国家铁路公司(Ferroviedello Stato Italiane)及PORP合组财团以联手竞标吉隆坡-新加坡高铁计划(HSR)。

丰隆研究对此消息持正面看法,若该取得成功夺得隆新高铁资产公司(AssetsCo)的合约,将进一步提升该公司在铁路系统领域的地位。

隆新高铁资产公司
融资兴建铁路系统

该资产公司的任务是融资和兴建铁路系统,将占高铁600亿成本中的200亿令吉。竞标期于2017年12月20日开放和2018年6月29日结束。该行预计于2018年下半年委任资产公司。

乔治肯特积极竞标基建工程,分析员看好该公司可攫取更多替补合约,今年合约料可创下55亿令吉的新高纪录。

兴业研究表示,乔治肯特伙同MMC机构(MMCCORP,2194,主板贸服组)及金务大(GAMUDA,5398,主板建筑组)共组财团争取捷运3线合约,预期相竞标结果将于首季出炉。由于有报道指捷运公司有意限定融资方式是透过大马国家基建基金公司(DanaInfra)进行,本地公司将比海外财团更有机会攫取合约。

由中国交通建设(CCCC)承包总值550亿令吉的的东海岸衔接铁道(ECRL)计划,兴业说,该合约预期在今年内会颁发。基于乔治肯特曾伙同中国交通建设联手完成捷运2线及轻快铁部份合约,因此,兴业乐观看待乔治肯特可攫取相关合约。

值得一提的是,政府预算案中,今年将会拨23亿5000万令吉,以建造4座医院,按乔治肯特曾完成3座医院工程来看,兴业相信,乔治肯特今年至少可攫取一项医院合约。

兴业说,乔治肯特目前享有合约为58亿令吉,预期今年可在攫取55亿令吉合约至113亿令吉,因此上调2019及2020财政年的盈利预测,分别调高10%及27%,并以本益比估值取代综合估值法,预期该公司本益比估值从15倍调高至17倍,维持“买进”评级及目标价从4令吉16仙大幅调高至5令吉零3仙。

丰隆研究也认为,该公司以主要地位以参与即将颁发的大型铁铁工程如ECRL和HSR。

同时该公司财务稳健和股本回酬率24%高于同行,3年复合年均盈利成长12%及每股净现金68仙(占市值的18%)。


(ABOVE IS ONLY FOR SI MUKA PUCAT , 让他陶醉他的GEORGE KENT MALAYSIA BERHAD )

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2018-06-01 16:40 | Report Abuse

LIMIT DOWN 都丢不急。

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2018-06-01 16:40 | Report Abuse

他们手上太过shares。

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2018-06-01 16:39 | Report Abuse

除了HL,RHB 都很多人受困!

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2018-06-01 16:38 | Report Abuse

NOW , rm1.28 banyak orang beratur untuk jual,
SEBAB APA?

TRADERS AND CONTRAIANS.

( JANGAN LAGI BELI JIKA KEWANGAN ANDA TIDAK MENGIZINKAN.
ANDA TIDAK MAMPU MENERIMA TAMPARAN YANG BEGITU MENDALAM DALAM SEUMUR HIDUP ANDA)

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2018-06-01 16:35 | Report Abuse

too many RHB's customers COLLCETED GKENT ABOVE RM4.20-4.30 with large shares they BOUGHT, INGAT BOLEH KAYA-RAYA SELEPAS GE-14.

JIKA ada yang mampu membeli semasa LIMIT DOWN, Purata Harga SEUNIT pun TINGGI , Paling rendah pun RM3.20

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2018-06-01 16:32 | Report Abuse

BEFORE GE-14, HONGLEONG GAVE TP RM5.60

"乔治肯特人脉强大
乔治肯特某个程度上显示公司拥有非常好人脉支撑,使旗下新建筑业务在政府一些大型基建,特别是铁道工程领域都可攫得一些合约。

乔治肯特主要业务为制造及销售水表,惟近年多元至建筑相关领域后取得亮丽表现。

该公司最新的企业动作,就是它与MMC金务大合作的联营公司——MMC金务大-乔治肯特联营公司(股权分别为45%/45%/10%),参与竞标巴生河流域捷运地下铁第三线路计划,价值达450亿令吉(料在今年中宣布竞争结果)。

刘礼誉表示,目前该公司的工程订单达55亿令吉。若获得上述最新合约将有望倍增。

该公司潜在竞标的工程计划,包括隆新高铁、新加坡捷运工程、医院工程计划(约5亿令吉)、东海岸衔接铁道计划(约10亿令吉)及水务相关工程合约等。"

ans: SEMUA MENJAGI SEJARAH BAGI GKENT.

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2018-06-01 16:07 | Report Abuse

RHB Maintains Buy On George Kent, Backed By Engineering Orderbook
http://www.bernama.com/en/business/news.php?id=1386976

废话! RHB 和RHB 顾客们已经亏了很多钱(loss more than erkongseng) 当然写着MAINTAINS BUY ON GKENT, 不然,写MAINTAIN SELL ON GKENT RM0.40吗。

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2018-05-31 16:35 | Report Abuse

Biar Gkent rebound , kalau tak tak adil bagi gkent.

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2018-05-30 21:40 | Report Abuse

George Kent RM5.6 billion contract on hand including:
RM4.5 billion - LRT3
RM494 million - MRT2
RM642 million - Hospital in Putrajaya and Selangor

They din get the HSR and ECRL contract as at todate.
Posted by erkongseng > May 30, 2018 04:00 PM | Report Abuse
buy in rm1.17
Posted by erkongseng > May 30, 2018 05:53 PM | Report Abuse
56亿订单未释放出资本。水表业务照常。1.13超级便宜,卖地,卖车,卖屋。再買。

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2018-05-30 21:39 | Report Abuse

https://malaysia.ihouse.ifeng.com/detail/2018_01_24/51364210_0.shtml
gkent 的订单56亿中含概mrt2.lrt3 ,並无包含mrt3的项目,以上只是说明计划会完工的。往好想是gkent未来还有望取得订单,而不是只往负面想,投资不是这样吗?低買高卖,只是分享。无须追踪。
Posted by erkongseng > May 27, 2018 09:50 AM | Report Abuse
https://www.channel8news.sg/news8/world/20180526-wld-msia-east-coast-r...
Posted by erkongseng > May 27, 2018 03:56 PM | Report Abuse
东鉄己完成19%工程建造了,99%是继续下去的,我国会参与一帶一路的双嬴,mrt3更是连续mrt1.mrt2的路线,也有利国家整体经济发展。
Posted by erkongseng > May 28, 2018 08:47 AM | Report Abuse
https://m.facebook.com/story.php?story_fbid=2016154765300125&id=15...
Posted by erkongseng > May 30, 2018 10:00 AM | Report Abuse
https://youtu.be/-mE35nVz2WM

Posted by erkongseng > May 30, 2018 10:23 AM | Report Abuse
kaq:thanks

Posted by erkongseng > May 30, 2018 11:11 AM | Report Abuse
ok,sell other stocks to all in gkent
Posted by erkongseng > May 30, 2018 12:05 PM | Report Abuse
muda i sell rm2.73

Posted by erkongseng > May 30, 2018 02:39 PM | Report Abuse
buy more rm1.19
Posted by erkongseng > May 30, 2018 02:41 PM | Report Abuse
https://malaysia.ihouse.ifeng.com/detail/2018_01_24/51364210_0.shtml
个人看法: 都说了睡觉的始终不醒,像lrt3.mrt3这些项目一定会继续完工的,这对gkent的收益没影响,至于ecrl,hsr 並未列入公司订单内,有无成行对公司没影响,4-6-2018的股大后,股票回购下就会见到稳定的股价回升,短期负面消息影响已完了。
gkent 的订单56亿中含概mrt2.lrt3 ,並无包含mrt3的项目,以上只是说明计划会完工的。往好想是gkent未来还有望取得订单,而不是只往负面想,投资不是这样吗?低買高卖,只是分享。无须追踪。

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2018-05-30 21:39 | Report Abuse

chri----
投资亏胜自己负责,如你要跟风别怪他人,我不知什么时候给你说我陷害了,对你说声抱歉。努力学习吧。
Posted by erkongseng > May 24, 2018 03:29 PM | Report Abuse
chris--
股市每天进出的人太多了,为何你那么確定我赢了你的钱,哈哈哈,你真幼稚呀!自己检测吧,别把一切怪罪他人,好好反省吧。
Posted by erkongseng > May 24, 2018 04:52 PM | Report Abuse
哈哈哈,一个连原名字都不敢放的投资者,本身应也没什么诚信,你我不曾相识,无须和你计较太多,投资向来是很个人的,无须给他人套上悪名,祝你順利。
Posted by erkongseng > May 25, 2018 07:04 AM | Report Abuse
RM1.41
The happy future has seen.
Posted by erkongseng > May 25, 2018 09:10 AM | Report Abuse
3204己大跌过了,可短期进一些,1.41吸引人,因18.19年公司净利保证。
Posted by erkongseng > May 25, 2018 10:42 AM | Report Abuse
kaq 哈哈哈,投资有得也有失,何必太执着,放鬆心情才会体验到生活上的乐趣。
Posted by erkongseng > May 25, 2018 12:35 PM | Report Abuse
Kaq Hahaha, investment is profit and also a loss, why not be too persistent, relax and experience the joy of life.
Posted by erkongseng > May 25, 2018 02:18 PM | Report Abuse
18.19.20年的净利都还没进帳,是没有那么快回到纯水表业务的净利,谁能保证说gkent不能取得新订单,買入与守为良策,人棄我取RM1.41
Posted by erkongseng > May 25, 2018 04:03 PM | Report Abuse
hahaha, small case la
Posted by erkongseng > May 25, 2018 09:57 PM | Report Abuse
没错,大部分为驚慌的散戶于这段期间出售股份。買进股价回升时。
Posted by erkongseng > May 27, 2018 09:30 AM | Report Abuse

Stock

2018-05-30 21:39 | Report Abuse

算算: 0.84 + 2.37 = 3.21
如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零,弄到我头晕。帮忙看看有没有算错。。。。。
其他因素:
1)water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3)Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4)gkent 手头的订单,应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少,但问题不大,因为"中间人费用“也会減少...
5)老板是生意人. 也会想办法和现任政府打好关系的....
6)gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7)除了MRT3, 也有其他工程合法,example: 建医院. 这个希联政府不会取消的...
8)大选前,老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9)gkent share buy back 10%. EPS 立即增加10%.
10)老板,董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售,应该不会跌到那里去...

Disclaimers: This is for educational purposes. This is not a buy/sell/hold call. Trade at your own risk.

http://oldfriendsinvesting.blogspot.my/2018/05/gkent-valuation-19-may-...
感谢以上大大的专业功课。感恩。
Posted by erkongseng > May 23, 2018 07:46 PM | Report Abuse
【独家】变天致2股暴跌引反思 卖空是双刃剑
http://www.mynewsapp.net/story.php?story=QdM9YmhE1V
Posted by erkongseng > May 24, 2018 05:16 AM | Report Abuse
http://kongsenger.blogspot.sg/2018/05/gkent-3204.html?m=0
Posted by erkongseng > May 24, 2018 10:25 AM | Report Abuse
哈哈哈哈!我的投资有人邦我算,谢谢你,1.94 /1.64 / 1.50 /1.35買入,怕我就不來了。
Posted by erkongseng > May 24, 2018 10:51 AM | Report Abuse
gkent这种可以卖空股,当回升时也是飞速的,至今並没任何的工程停止,只是股友自己恐怕,要卖要丢也差不多了,長线者可以进了,rm1.43
Posted by erkongseng > May 24, 2018 12:47 PM | Report Abuse

Stock

2018-05-30 21:38 | Report Abuse

3204 GKENT RM1.94 買入,52周最低了。
http://klse.i3investor.com/blogs/hleresearch/156914.jsp
http://klse.i3investor.com/blogs/kianweiaritcles/156875.jsp
http://klse.i3investor.com/blogs/kianweiaritcles/156500.jsp
Erkongseng.
该公司最新的企业动作,就是它与MMC金务大合作的联营公司——MMC金务大-乔治肯特联营公司(股权分别为45%/45%/10%)
gamuda股价昨天跌至rm4.19后己回升至今天的rm4.50 .gkent相信很快就可回升了。
机会買入。
好消息:
1,公司将買回股数10%的股票。

1,该公司最新的企业动作,就是它与MMC金务大合作的联营公司——MMC金务大-乔治肯特联营公司(股权分别为45%/45%/10%)
gamuda股价昨天跌至rm4.19后己回升至今天的rm4.50 .gkent相信很快就可回升了。
3,ecrl 项目将照跑:
https://www.theedgemarkets.com/article/business-usual-ecrl
4,乔治肯特主要业务为制造及销售水表,惟近年多元至建筑相关领域后取得亮丽表现。
该公司最新的企业动作,就是它与MMC金务大合作的联营公司——MMC金务大-乔治肯特联营公司(股权分别为45%/45%/10%),参与竞标巴生河流域捷运地下铁第三线路计划,价值达450亿令吉(料在今年中宣布竞争结果)。
刘礼誉表示,目前该公司的工程订单达55亿令吉。若获得上述最新合约将有望倍增。
该公司潜在竞标的工程计划,包括隆新高铁、新加坡捷运工程、医院工程计划(约5亿令吉)、东海岸衔接铁道计划(约10亿令吉)及水务相关工程合约等。
取自http://klse.i3investor.com/blogs/sinchew_company_story/154081.jsp
Posted by erkongseng > May 20, 2018 03:34 PM | Report Abuse

转贴:
GKENT Valuation 简单估值 @ 19 May 2018
GKENT
简单估值
根据AR 2017:

GKENT 有
订单 order in book 5.6 billions 5,600,000,000
Equity 资本有 475,815,000 = 每股资本 = 0.84
Ordinary shares 股数有 563,269,000
2017 的Revenue 是 598,965,000. 也就是说order 比 yearly revenue 多九倍......
2017 净利率是 23%
算下5.6 billion 订单 可以赚多少钱 5,600,000,000 ×23% ÷ 563269000 = 每股盈利= 2.37

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2018-05-18 15:01 | Report Abuse

SAPNRG Bhd was the third most actively-traded counter on the local bourse this morning, after an analyst at AmInvestment Bank Bhd said the oil and gas firm could clinch an India’s Oil and Natural Gas Corp Ltd (ONGC) pipeline contract worth over RM800 million.

At 11am, Sapura Energy was trading unchanged at 76.5 sen, with 49.68 million shares done, equivalent to 0.83% of its share capital, for a market capitalisation of RM4.61 billion.

AmInvestment Bank said it is keeping the stock’s “Buy” call and 12-month target price of RM1, adding Sapura Energy is currently trading at an unjustified valuation, and targets the share price to reach RM1.00

Quoting Upstream, a Norway-based oil and gas newspaper, AmInvestment Bank said Sapura Energy is poised to win a key offshore contract from ONGC for work on the fifth development phase of its subsea wells and pipeline replacement project (SSPRP-5) off west coast of India.

AmInvestment Bank said Sapura Energy’s likely win for SSPRP-5 was following a dramatic bid process in which a consortium involving United Arab Emirates-based Valentine Maritime and India’s Supreme Offshore had emerged as the lowest bidder at US$212 million versus Sapura Energy’s US$216 million, Larsen & Toubro’s US$227 million and Indonesia-based Timas Suplindo’ US$252 million.

“However, ONGC decided to disqualify the Valentine-led consortium on financial grounds and decided to award the contract to Sapura Energy, which was requested to match the lowest price,” AmInvestment Bank analyst Alex Goh said in a note to clients today.

Before the project value was scaled down by over 15%, AmInvestment Bank said the work scope initially involved the installation of more than 200km of subsea pipelines and modification of platforms.

This included engineering, procurement, construction and installation works for 125.6km of subsea pipelines across 29 segments, 11 umbilicals over 57 km and topsides modifications at 31 offshore platforms, AmInvestment Bank added.

If Sapura Energy manages to secure the ONGC contract, AmInvestment Bank said this would raise Sapura Energy’s fresh job awards by 30% to RM3.5 billion for financial year ending Jan 31, 2019 (FY19), which translates to half of its assumption.

Currently, AmInvestment Bank said Sapura’s outstanding orderbook stands at RM16.6 billion.

With crude oil prices now trading above US$70 per barrel, AmInvestment Bank said “the limelight has returned to Sapura Energy's exploration and production (E&P) operation, with its proposed listing becoming much more likely and reinvigorates the group's overall re-rating process.”

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2018-05-17 16:58 | Report Abuse

Buy and collect before Kencana capital take action to rise stake of EDUSPEC

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2018-05-15 12:49 | Report Abuse

收一年,你会看见你意想不到的回酬。

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2018-05-15 06:10 | Report Abuse

Nowaday, a lot of peoples put their eyes in PH stocks.
But forgotten HBGLOB.
As what stingy of Christopher calculation yesterday, Hbglob been hit to 37 cent last yew months ago with EPS rm0.03, PE been reach 12x.

Another point is HBglob PROFIT AFTER TAX FY2018 ,projection around rm20 mil to rm24 mil , the percentage of EXITING PN17 highly stand 80% above.

Hbglob is a impressive and explosive counter in FY2018.

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2018-05-04 16:22 | Report Abuse

air liur aku menitis keluar..
I totally not worry about coming Qr Report of 1st Fy2018.
Try to compared with last 1st Fy2017 and see.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5187

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2018-05-04 16:18 | Report Abuse

Already HUGE Discount of 65% from rm0.37.

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2018-04-23 16:42 | Report Abuse

Ya, wait.
Wait until one day got rabbit go to knock the tree .

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2018-03-23 21:12 | Report Abuse

saufi74, so luckly u got 13.5 ct.

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2018-03-19 10:05 | Report Abuse

Sometime, we need to know when u buy the stock, buy when correction mode.