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2016-02-29 11:22 | Report Abuse
I know alot of ppl and operators in the market. The last thing I want to do is to get an operator like low thiam hock to help me goreng when his track record already not so good
2016-02-29 11:13 | Report Abuse
the million dollar question is that why do you want to bother about him if when you have all identified him as a nuisance earlier. Move on la. Got so many things to say, why want to bring him up.
2016-02-29 11:07 | Report Abuse
I hope you guys just focus on the reason for this forum being created i.e. to discuss the stock objectively and not launching personal attacks on one another. If you want, go elsewhere as there are the likes of Lowyat etc for your entertainment.
2016-02-29 11:02 | Report Abuse
I don't think he has shares in this company. The least he wants is to invest in a company where he needs to hold so long especially when the odds are against him on this market manipulation
2016-02-29 10:56 | Report Abuse
bunnypro/ ktsk88/ Bursaking, thanks to you - you have made our friend really angry. Maybe all 3 of you shouldn't participate in this forum. It was so tough to call it truce and you really have to start it all over again
2016-02-29 09:36 | Report Abuse
Guys, don't provoke unnecessarily. We will only win if the share px is > RM0.35; at current price - nothing to shout about. So just be patient.
Btw, nobody looks at historical trailing PER la... what is more important is whether anot the FY2016/17 EPS targets can be achieved.
This could very well be a roller-coaster ride
2016-02-29 00:05 | Report Abuse
In fact only in 4Q where they have recorded revenue from construction. This appears like the maiden quarter since the completion of acquisition. Therefore, it's really a good start
2016-02-27 12:21 | Report Abuse
Could be time to pick up more. One should understand the seasonal impact of this bs. Trust that it has performed well QvQ. 1Q could be stellar, you never know
Maybe I will bottom fish 1.80
2016-02-27 12:18 | Report Abuse
It's not the SC fault. Guidelines are meant to be followed. You don't raise cash and leave it in your account to wait for assets to fall on your lap. If you can't close deals, then this business could eventually fail. SPACs operators should be assessed on their deal making strengths
2016-02-27 12:15 | Report Abuse
You can convert by paying conversion price of RM0.50 into 1 cliq share. Depending on the outstanding shares at that point of time, based on Outstanding cash at book closure date, Maybe you get back 0.69 - 0.710. Well at least you don't lose so much la
2016-02-27 10:45 | Report Abuse
what hong kong investor?
2016-02-27 10:08 | Report Abuse
Icon8888, since you are so good in sporting companies. Would you help take a closer look on this? http://mrem.bernama.com/viewsm.php?idm=26278
This could potentially be a 2x bagger stock if it is correct la.. FY2015 was a massive turnaround and FY2016 seems to be in the bag with current order book.
2016-02-27 09:57 | Report Abuse
This stock cannot buy as i suspect the owners run it like their own private construction arm. hardly announce any contracts also There are so many undervalued construction companies out there that are better bet
2016-02-27 09:55 | Report Abuse
Jeff, not half of the 30 largest shareholders are funds as some belong to margin accounts such as:-
KENANGA NOMINEES (ASING) SDN BHD
JUBILEE INDUSTRIES HOLDINGS LTD (023)
18,872,616 9.8112
MAYBANK NOMINEES (ASING) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR TERENCE TEA YEOK KIAN
10,000,000 5.1986
KENANGA NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR KOON YEW YIN (002)
and many more..
Even Koon Yew Yin got margin account here
2016-02-27 09:21 | Report Abuse
So we will watch out for 1HFY16
2016-02-27 09:21 | Report Abuse
honestly, the RM3 billion revenue assumed by CIMB or 2 billion in MIDF can be tough to met
2016-02-27 09:17 | Report Abuse
Project implementation can be delayed hence, lower revenue. Whatever shortfall in FY15 should reasonably be implemented in FY16. Ignore revenue but focus on order book replenishment and earnings instead
2016-02-26 19:05 | Report Abuse
Construction managed a GP margin of 14.X%; hence an earnings margin of > 10% is really possible
2016-02-26 18:48 | Report Abuse
Hmm.. wait till 1Q and you will be even more surprised. I was with a few contractors earlier and they were telling alot of Chinese players coming in to work with the local parties and interestingly the Chinese guys are even funding the local players vide JV structure... we are now whore to them
2016-02-26 16:34 | Report Abuse
Well CIMB report already came out to say their full year results are almost there during the 3Q. Focus for construction companies should be FY16 due to the construction order book in focus. Those who trade the stock should note of this la and not trade on historical earnings not unless if you are in manufacturing or industrial business which could be more crucial la.. Mgmt came out that they are targeting to complete 700M in construction jobs this year. At 10%, that is almost RM70 million. But the TP by analyst is for FY2017. So don't expect any miracle. I was only hoping that it can recover to its previous high in 0.34 by 1HFY16 not to hit RM0.60. No patient
2016-02-26 16:14 | Report Abuse
Lim 123, should compare QvQ i.e. 4QFY15 vs FQFY14. On that basis is impressive la. But market has already price in that and focus is more on 1Q and news flow on contract
2016-02-26 14:29 | Report Abuse
End of today, I heard. Results unlikely to surprise. between 8 - 9.0 million full year. But QvQ better la considering the 4QFY15 is a loss
2016-02-26 11:28 | Report Abuse
Bro, why do u need to create a new ID to incite old flames. All this are not welcomed. Move on la
2016-02-26 10:45 | Report Abuse
Great call, Icon888. Hate to regret that I wasn't a believer.
2016-02-26 00:01 | Report Abuse
Realistically, 0.60 can only happen if 3Q it has achieve RM60 million PAT with > 3 billion of unbilled order book. With that kind of order book, that will put you Vivo with the likes of Muhibbah, WCT, MRCB etc These are companies which took decades and long list of impressive track record having executed at the very least tens of billions in construction jobs
I am not waiting until 0.60 as I dont think it will ever happen from what I have seen so far. 40 sen is heaven
hahahahihihi
2016-02-25 23:54 | Report Abuse
Firstly, CEO Yeoh runs a consulting firm which only focuses on project submissions and I dont know if he has ever manage or head a reputable construction firm. Running a construction company and doing project management on sites are not the same. Not sure if you are aware that the construction arm, Vivo was only incorporated in June 2012 so cant have good track record la!! This is not an established contractor like Gadang, Mitrajaya, etc
Instacom is known as "Instant Con" following the empty promises painted by previous key management in previous years. Anne Kung can be considered as part of the previous administration. That is why none of the institutions are invested in the company despite such rosy pictures painted by both CIMB and MIDF. Hence, the saying once bitten twice shy
The equity fund raising is required as bankers are unlikely to lend to an early stage company aggressively to support some of its project being undertaken. Furthermore, financing it substantially with debt will not give you 11 - 13% which the analyst is commenting. If you don't trust me, take a closer look at CRCC Group's margins i.e. single digit. Can't possibly think as to how is main-con to make less than sub-con la. With so limited track record, any bank financing for projects will be high (est > 7 - 8% p.a or BLR +). Hehehe, I was previously a banker before turning into a lazy bump now.
I don't know la and what ever painted above may be untrue but I am just putting on my thinking cap. We all must be careful.
2016-02-25 22:33 | Report Abuse
the markets are really deceiving. Even demi gods made wrong decisions like "sun wu kong" Hehehe,
Most ppl made money recommending export stocks last year. This year will be tough as much of the prospects has already been priced in. Should look out for new opportunities
2016-02-25 22:26 | Report Abuse
myview, project is one thing. execution is more crucial. This guys doesn't seem to really have the track record, funding, and bad reputation (vide the old instacom) to really position themselves as a gem within the eyes of the investing public. Hence, the nick "Instant Con"
But let us wait and see.. just don't be overly optimistic
2016-02-25 17:32 | Report Abuse
I think the market or analyst is looking beyond 2016. Analyst are forecasting that they can hit > RM100 million in FY2017 based on their margins, order book and eventual contract replenishment. A little far fledged from the expected RM8 - 9 million that they will be announcing for FY15. Well if they can do RM65 - 70 million for FY16, that will lay the base.
2016-02-25 16:55 | Report Abuse
What is the significant of 23.5?
2016-02-25 16:00 | Report Abuse
What is maybank target price
2016-02-25 14:50 | Report Abuse
they say he is the person with a midas charge.. anything he buys.. the stock will fly. Is that true? I am hardly a technician.
2016-02-25 14:29 | Report Abuse
Huh??
OTB cause ppl to lose money on Genetec? I thought he is the revered Sifu.. anyhow tecno-based company not easy to invest. I kena burnt in IFCA before.. so scared ady.
OTB, can you try to study the Vivocom company? So much hype and promises but sh price not going anywhere.
2016-02-25 14:25 | Report Abuse
Bro, no need to do bonus issue and rights issue concurrently. Just do a rights issue at a steep discount la. 50 - 60% disc will get ppl very excited. Thailand now offering tax incentives to rubber makers and wont be surprised that they will move some operations there.
Bonus issue to be proposed currently if mgmt wants to massively increase share based.
2016-02-25 14:21 | Report Abuse
Sorry. I thought he meant new information.
2016-02-25 14:03 | Report Abuse
I meant, what you here about the stock la.. we hear and we write ma..
2016-02-25 13:27 | Report Abuse
ran777rpt, share with us some of your sources la? No placement on the 29th.
2016-02-25 10:57 | Report Abuse
K-One is now selling ice cream in Johor!!
2016-02-25 10:31 | Report Abuse
Thank you, guys and many happy trading returns to all of you =)
Cheers also to both anti-MyView and MyView for their corporation.
2016-02-25 08:07 | Report Abuse
I hear Supermax has gone to bankers to reach out for a rights issue exercise. This could have explain the recent price weakness
2016-02-24 17:03 | Report Abuse
Along with Sona, this is probably one of the most resilient O&G counter in the world!
2016-02-24 17:01 | Report Abuse
Good bye guys.. want to buy at 0.005 also can't already. For those who have lost this battle, persevere and you shall remain victorious in other battle
2016-02-24 16:15 | Report Abuse
Agree with Doitanyway. Anti-myview - you are proven right at least for now which matters to some traders. Even if the stock price goes up - I doubt it will be fantastic. So peace be with both you and MyView
2016-02-24 16:04 | Report Abuse
Myview, just take 1 for the team. Just announce your truce with your "friend" here. Hopefully we can move on from here today la... even my colleagues commented that this forum is so amuzing and pointed out that there are 2 camps.. i called SKUNK and the other called Myview and team. I also shy to tell him that I am doing my very best to calm the situation here :/
Anti-MyView, i hope you make your money in your "blue chips" investment as I am sure our paths will cross again in other forums. Meantime, please allow us peace and respect our opinions la.
If you want to be a prefect or gatekeeper, give us money la.. and i guess most of us will grant you that privilege.. hahahahihihihi
2016-02-24 15:43 | Report Abuse
bestveew, how do you know that Myview has sold? If he is no longer holding it.. then he can be manipulative to rally support for this counter.
2016-02-24 13:32 | Report Abuse
Ran777rpt, rumour has it that placement will not be announce on 29th as mgmt is looking to place at a higher price than 0.25
Stock: [VINVEST]: VINVEST CAPITAL HOLDINGS BERHAD
2016-02-29 11:30 | Report Abuse
bro, alot of ppl also say that i so "lann stupid" when i bought into evergreen at RM1.10 before the share price rally lat year. Nobody knows. Even some of the sifus in this i3, OTB and some others have also gotten it wrong with stocks like Genetec and Geshen.
Every stock is a gamble and i suppose this is a decision which some of us here takes. I also have large cap stocks in my portfolio.