Oil price drop like this but share price still can maintain.. kuat operator ni

Result okie ma.. but no sound for so long time

I tot parkson dah biasa making loss.. but china side seem improving

愿者上钩

Tew promote.. boss dispose..
Wat relationship between?

http://malaysiastock.biz/Company-Announcement.aspx?id=1100159

Managing director sold after ur sifu promote hard.. apa macam?

Seem like borrow money to those cant get bank loan..
Bank no dare give loan .. but u dare..
U sure gonna rich than bank soon

16b included land acquisition & bla bla bla.. this 11b mainly for construction part..
dont forget earlier their target cost was 9b only..

http://www.sinchew.com.my/node/1810023

no bad news = super good news jor.. lol

Time to gain back fair PE for steel sector

I tot they mentioned wanna dispose asset instead of right issue..

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..

Back Page < 135 136 137 138 139 140 141 142 143 144

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?