Karlos

Karlos | Joined since 2018-07-13

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Stock

2020-12-01 11:51 | Report Abuse

Yes G Capital is a substantial shareholder of Yi Lai

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2020-12-01 10:32 | Report Abuse

I am glad now people are beginning to understand the biz of Cypark and the value of its' shares

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2020-11-27 15:52 | Report Abuse

One more thing. The debts for such concession projects are normally non recourse and ring fenced around the projects so no exposure to risk on the debts to Cypark holding co.

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2020-11-27 15:47 | Report Abuse

Some people questioned about the lack of cash in despite the good profits. This is a fair worry in normal company operation but in the case of Cypark many of its projects falled under service concession agreement with the government. The accounting treatments for such projects may show profits even during the construction phase before project completion. So such projects may show accounting profits but may not show cash comping in. But nothing to worry. Lots of cash will come in later during operation.

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2020-11-26 16:04 | Report Abuse

Perhaps not many are aware that G Capital has a large portfolio of hydro power projects both completed and under development. Recently G Capital have an MOU to expand its hydro interest to buy a number of hydro project interests in Perak and Pahang totaling 56 MW, both completed and underdevelopment.

Stock

2020-11-26 15:32 | Report Abuse

The Ministry of Defence (MKN) recently announced that they are planning to reimplement the National Service Training Program (PLKN).
Gunung Capital was the provider of buses used for the program before it was terminated, Some of the buses are now being used for a school bus transportation service to armed forces camps under a contract worth more than RM 44 m.
If PLKN is revived, Gunung will definitely benefit !

Stock

2020-11-25 12:38 | Report Abuse

You have to wait for a very long time, that if you are lucky, to sapu below 50 sen !

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2020-11-23 11:16 | Report Abuse

It is true that MudaJaya owns solar farms in Malaysia but very unfortunately the big coal power plant in India is killing the company.

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2020-11-23 08:37 | Report Abuse

Some people do look forward to joys of schadenfreude ! Cant avoid it as there are always sadistic people who find joys in others' misfortune.

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2020-11-20 21:02 | Report Abuse

The previous extremely low prices were due to sell down by major shareholders and directors and reissue of ESOS at unreasonably low price of 59.5 sen only. The fundamental biz of Cypark is ok and in the right growing sector of environment and green energy.

Stock

2020-11-20 20:19 | Report Abuse

Cypark biz requires heavy capital investments for projects with robust contracted incomes for up to 21 years. So high gearing is very normal for such biz. An IPP projects for example will have a high gearing of 80/20 to 75/25. Since the incomes from such projects with long term contracted off takes are robust, the risk of failure is rather minimum. Therefore the issue of financing such projects is not a problem at all.
Cypark had recently issued a green sukuk to finance their projects in additions to it's normal bank borrowings. With the current lower interest rates on borrowings, companies with large borrowings for financing viable and profitable projects will in addition benefit greatly from lower cost of financing.

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2020-11-20 16:38 | Report Abuse

As the prices move up you should buy and sell higher on momentum.

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2020-11-20 15:56 | Report Abuse

Those who buy knew the answer why they buy. You have to do some thinking yourselves

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2020-11-20 15:47 | Report Abuse

No worry, just take a close look at current intrinsic value and future growth and value as well !

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2020-11-20 15:26 | Report Abuse

Still a long way up to reach Cypark intrinsic value !

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2020-11-19 16:03 | Report Abuse

Go for the warrants for higher gains !

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2020-11-18 11:16 | Report Abuse

Fully agree with rr88. Those who believe on what he said should stay away so as not to distract the others who believe otherwise.

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2020-11-18 11:08 | Report Abuse

Yes the online biz that leverages on the brand and huge data base that Air Asia has will certainly bring a bright and interesting future. A Big Bonus to Air Asia.

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2020-11-18 11:04 | Report Abuse

And don't forget not to confuse or conflate uncertainty with risk !

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2020-11-18 10:54 | Report Abuse

Nothing to worry Air Asia will have a bright future. There will be less competitors around and huge pent up demand to travel. Low cost carriers such as Air Asia will flourish. Premium airlines that cater to business travels however will not fully recover post pandemic as some businesses can still be conducted on line but not tourism or leisure travels.The only uncertainty is when. How far in the future. Remember when investing we look forward to the future at least 6 months or more, not the past.

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2020-11-17 15:48 | Report Abuse

Directors have been buying in the last few months.

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2020-11-17 15:26 | Report Abuse

Go for the warrants which have high leverage and still have a long life before expiry for higher gains.

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2020-11-17 09:31 | Report Abuse

Those who want to buy companies currently making good profit should go for glove counters.

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2020-11-17 09:28 | Report Abuse

Market looks at the future at at least 6 months or more ahead !

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2020-11-16 16:36 | Report Abuse

Now everybody can borrow, fly and eat !!! Shareholders can make money again.

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2020-11-16 16:16 | Report Abuse

Still much undervalued at the current prices. My rough guess the intrinsic value should be in the region of RM 1.50

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2020-11-16 11:41 | Report Abuse

CGS having problem not only today but many times already.

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2020-11-16 10:14 | Report Abuse

In the longer term, Air Asia will do well but it may take longer to recover as the situation with covid 19 is getting from bad to worse in almost all countries with the total cases reaching almost 55 millions now and growing. US alone has more than 11 millions now.

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2020-11-12 08:43 | Report Abuse

Maxim will benefit from the current depressed property market as it is cash rich from disposal of the IPP Project in Pulau Indah. It will not only survive but thrive as it has the financial strength and management experience to acquire and later develop cheap good assets.

Stock

2020-11-11 15:23 | Report Abuse

The existing biz which were there already before change of major shareholders are hydro power development and transportation. The new biz are provision of healthcare services via LYC and IT solution via Yi Lai and soon banking in Cambodia.

Stock

2020-11-11 15:17 | Report Abuse

If GCapital is going into glove biz which is so yesterday, the share would have gone down limit down!

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2020-11-11 10:27 | Report Abuse

The only action one needs to do is to buy up the shares whenever available as the informed buyers are getting more aggressive now. They have been slowly accumulating the shares for some time.

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2020-11-10 10:26 | Report Abuse

Pfizer/BioNTech news that their vaccines found to be 90% effective in protecting against Covid -19, vastly exceeding regulatory criteria, has propelled stocks especially the airlines.
British Airways owner IAG has gone up more than 40%!

Stock

2020-11-10 00:02 | Report Abuse

One of the core biz of Eden is hospitality and tourism. With the now successful news on vaccines, this stock will certainly do very well as most stocks related to hospitality and tourism have experience huge jump in prices in Europe and US.

Stock

2020-11-09 11:20 | Report Abuse

Sorry forget to mention that G Capital is investing in IT solution via Yi Lai.

Stock

2020-11-09 11:10 | Report Abuse

Sengtan, yes you got it right on! In addition to transportation and green energy hydro power developer, G Capital is diversifying into growth industry namely healthcare services and banking in Cambodia.

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2020-11-02 11:19 | Report Abuse

Whichever airline that survive will thrive. And what more the price of oil, a major cost of operating an airline is sliding down and so is the interest rate too.

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2020-10-30 09:40 | Report Abuse

5354_: Yes Director Razali Merican is smart. Probably he knows that he can always buy Jaks at cheaper prices later by selling Jaks cum Rights Issue.

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2020-10-29 21:36 | Report Abuse

EPF had been disposing Cypark even earlier.

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2020-10-29 11:35 | Report Abuse

Probably it is better to sell the mother shares now before the new shares arising from the rights issue flooding the market.

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2020-10-29 11:29 | Report Abuse

If you think Jaks will go up soon and you have cash and willing to take the risk, then you should exercise. Otherwise if you are not willing to put more cash to risk or don't have cash, you should sell the OR for cash now. You can always buy the mother Jaks any time any way.

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2020-10-28 11:48 | Report Abuse

Weak market today, price likely to go down later on

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2020-10-28 11:06 | Report Abuse

You will not get any warrant

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2020-10-28 10:44 | Report Abuse

You will get 50 lots of warrants free

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2020-10-28 09:29 | Report Abuse

So if WC is worth that much, then better to sell mother and buy OR then. You get free warrants as bonus!

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2020-10-28 09:25 | Report Abuse

Most likely better to sell mother share now and buy OR instead.

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2020-10-28 09:24 | Report Abuse

Firehawk; if you buy Jaks OR and subscribe for mother shares you will also receive Jaks Warrants free of charge!

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2020-10-27 08:23 | Report Abuse

Or can even buy back from open market if they expect the price will fall later. Smart strategy.

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2020-10-27 08:21 | Report Abuse

Not likely the recent sales due to margin calls. If there were forced sales, they were likely to be carried out perhaps much earlier say in March or April. Any how why not sell even at current price levels of you can buy back cheaply via ESOS?

Stock

2020-10-26 21:15 | Report Abuse

Papashot you gave a very clear picture as to why there was no dividend for this year and why the price of the stock is sliding. The director was rightfully selling for the right reason I presumed.