2.60 to 2.80 this week.. tembak

Net cash company jz can guarantee ur dividend pay out.. doest mean share price guarantee..
Obviously the prospect get impacted after new government.. but the share price is oversold too much in my opinion..
Company project on hand still there.. profit still making..
They are businessman la.. yesterday can friend with ayam, tomorow can friend with horse too..
So i continue to support xD

Annjoo was killed by the preference share which diluted EPS..
We shall see how much the export sales contribute in nx qr as the CEO mentioned 30% compare the first half oni 15%..

1: china steel price is 15% higher compare local (china inventory still dropping)
-good for export
-AllianceSteel will rather export back china
2: inventory surge might due to they purchase more raw material during tax free period (but some argue no demand caused inventory surged)
3: how big the impact of local demand during july-sep (new government review existing project)
-freeze of new APDL for KL properties
-cancel of ECRL (the oni project in progress which has been STOP;MRT3/HSR not even start)
4: potential of resume ECRL or other mega project?
5: steel price was stood between 2350-2400 since May
-slow down for new propery launching since election
-more will launch back by first half 2019

Wah.. report in so simple form.. main apa ni

Kyy really hold more than 20m shares here (latest annual report)..
Tot he had run after Aug peak..

Local fund and foreign fund dont wan support high PE company anymore.. once back to normal PE zone then whole market will hot again

and next is BANDAR MALAYSIA which gonna develop by private company..

gonna get the loan from JAPAN to finance ECRL.. let's see

I got a strong feeling.. ecrl gonna resume soon...
1 visit china another 1 visit japan... who knows

I got a strong feeling.. ecrl gonna resume soon...
1 visit china another 1 visit japan... who knows

Dont think will call back the contract la.. worst pay penalty + re negotiate contract value.. PH government like to do this then claim they had save millions

Guess the company will pay for huge penalty

Promoter run alrdy lo..

If u notice those counter he recommended, all up sharply and fall sharply geh..
Typical goreng type..
But when he promoting, can talk east talk west how good the fundamental and prospect la.. end up how?

Wake up la bro n sis.. u can enjoy the rising stage with him, but don't die hard hold it base on wat he said

If not mistaken the outstanding orderbook was quote at 9b only.. now consider increase jor

Warning !

High pe / low dividend yield.. once governemnt fund stop supporting the price, wat will happen?

Who is the solomon family.. any idea?

No matter how bad the sentiment.. steel price is still at nice position and company still able making profit (although might not good as last year)..

PE 2.xx now.. at least i feel safe compare holding those PE 20-30 counter lo..

If u know wat u are buying.. nothing scare ba

16.6b included land acquisition & other costs.. which i dont think contribute to their earning..


erkongseng (lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent

http://www.lrt3.com.my/2018/?cat=1

Still running..

So u waiting pusing king ti pusing?

Sure la.. they know wat inside the box ma

Who know cccc-gkent got the awards for mrt2 underground? Lol

Same like lrt 3, initial cost 9b..

After election claim increase to 31b, then cut down to 16b and tell whole world cost reduce..

Apa ni

Ya .. besides china firm like really no other can subsitute. But this period, possible for china firm meh

If u refer June news the mrt2 construction cost was 32b..
https://www.thestar.com.my/business/business-news/2018/06/22/mrt-corp-cep-discuss-reducing-mrt-2-costs/

But if u refer today news the cost is 39.35b now..
https://www.nst.com.my/business/2018/10/418776/mrt2-save-rm52b-open-tender-finance-minister

Mean that 39.35b - 5.22b = 34.13b

Hmm.. got reduce cost meh?

Surely bad news for gamuda.. but to take note pusing king again..

They had cabut lama dah

Surely LRT 3 cost will scale down.. but similar like mrt2 scenario - markup then scale down and claim save billion dollar..


Mrt 2 scenario:
If u refer June news the construction cost was 32b..
https://www.thestar.com.my/business/business-news/2018/06/22/mrt-corp-cep-discuss-reducing-mrt-2-costs/

But if u refer today news the cost is 39.35b now..
https://www.nst.com.my/business/2018/10/418776/mrt2-save-rm52b-open-tender-finance-minister

Mean that 39.35b - 5.22b = 34.13b

Suddenly here become less active..funny

Anyone has idea? Im interest to know who will tender..

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ming
495 posts
Posted by ming > Oct 7, 2018 05:00 PM | Report Abuse X

I curious which company able replace gamuda for the underground work with lower cost.. local company not ability while foreign company no interest..

Big fund play ground.. small fish like us cant do anything affect price..

Let see local fund vs foreign fund tomorrow

Anyway.. gamuda existing contract on hand mostly from this underground work.. they are killing gamuda now

I found something interesting..

If u refer June news the construction cost was 32b..
https://www.thestar.com.my/business/business-news/2018/06/22/mrt-corp-cep-discuss-reducing-mrt-2-costs/

But if u refer today news the cost is 39.35b now..
https://www.nst.com.my/business/2018/10/418776/mrt2-save-rm52b-open-tender-finance-minister

Mean that 39.35b - 5.22b = 34.13b

Accountant is so scary..

All unfinished underground work will be retendered

Still underground eh...

Completed almost 40% jor only wanna change.. how much u can save o god lim ?

I curious which company able replace gamuda for the underground work with lower cost.. local company not ability while foreign company no interest..

Who dare bet nx qr they will making lost? List now ur name below see who hero /joker in nov

1.
2.

If u notice bursa rss report.. lately huge volume short sell on gkent.. no sure how long their term.. T-8 or longer?
When they need to buy back, what will happen to the share price?

Nov 17 - claim alliancesteel threat
Feb 18 - u.s bond yield surge / whole world market down
Mar 18 - u.s steel tarrif / u.s china trade war
May 18 - election / cancellation of mega project

Until now i still see company making profit..

U may claim theme no good/ bad technical.. but it still making good profit

Diam diam collect will do

I saw the contruction side still working pun.. wonder y the news claimed stop jor

Left to the right, right to the left..
got wat i mean?

Seem like got action soon.. huge volume

Pray hard the company dont learn the sapnrg for Right Issue lo.. but after the right issue Reach can become more attractive lo

wat i concern is the debt of 280mil which gonna due in 2019..
how can the management source the fund?

Revenue whole year tak sampai 280 mil pun.. how u think company gonna repay?

280 mil due in nx year eh..
Potential for RI

U all funny.. talk so bad but no one short selling..
Uncle will feel confuse eh..

Nx month annual report out.. then the time can know uncle shareholding.. real or blow only

he throw also need ppl buy lo.. dont think much dare to catch now