we don't simply plant some durian seedlings and tell ourselves "wait and see...another 5 to 6 years we will see musang king falling on the ground." even my grand mother's less educated friends wouldn't do that.

we are here to ride on this turn-around exercise.

the tide is over. have to wait for another round. see you at 0.85

sepnd money to push it down? if the acquisition is funded by banker, the phone will be ringing non-stop. sorry. this lay statement doesn't make sense at all.

RM2.50? when? 5 years later?

endless ingredients to fuel the fireworks. i love this counter.

low trading volume. so everyone is calm and steady.

any chartist here?

look out for signal of short term gambling.

based on my approximation, it should be below 1.80 unless some one love this counter so much and willing to dig into their deep pocket to start a buying spree next monday

power96, you got a piece of the puzzle in your hand now. :))

as reported in http://klse.i3investor.com/blogs/hleresearch/109609.jsp

"Monetising via PREIT. Management is exploring the disposal of its malls to PREIT (BUY, TP: RM1.95), which is also owned by TS Lim (28%). The proposal is for an all cash deal (as opposed to units) which could see AEON BBT valued at RM500m and Paradigm Mall at RM700m which could take place as soon as 6 months’ time."

the disposal to PREIT is a RPT? the selling price must be a reasonable market price.

from a businessman point of view, the premium paid for acquiring the controlling stake must not be lower than the global benefit generated from the so called restructuring exercise. but it has to be done above board.

shareholders of this counter should also evaluate the actual/market value of these malls. the value stated in the proposal of disposal must not be too low. if it is too low, we might as well invest in PREIT.

conclusion : you can only see the fireworks after they manage to cross these hurdles. you decide for yourself when to buy.

Calvintaneng, you are right. current price is overvalued. don't follow these so called guru. they only take care their pocket. same to property guru. load of rubbish. simple logic: if the property is so good, why the developer need to spend money to hire these talkers to sing the bull and cock? some more giving out free beverage plus clown show.

So, is it catching falling knife or cow dung?

the fireworks show is going to finish. wait for next entry point.

good counter!

old guards are in complacent mode.
low pay can't attract new horses to maintain the business.

a pay of less than 5 digits cannot attract hardworking millennials. construction company need strong execution team to deliver the project/product/service on time and within budget.

what is the status of PAN Borneo project? site progress? any payment issues from the client/employer?

ikan bilis heret ikan paus...that's the market talk.

sometimes some smart ass call it catching the falling knife for buying shares when the shares price is still moving downward and hoping to buy at the bottom price.

different analyst have different view. i call it catching the cow dung. it's a shit. but it may encourage organic growth when a seed fall into that cow dung. but again when the seed will fall is a guess that not better yours and mine.

many accounting term are misleading for example, "asset monetisation"

it means disposal of assets but again whether the transaction is making profit or loss, it's not related to this term.

to a slightly educated investor like myself, i think half of the monetisation exercise are loss making transaction especially in a company which the founders have monetised their investment big time. deserted the company they built with their blood and swear.

so, it is clearly a case of not only a pinch of salt but dew spoon of salt.

very high turn over in the operation. project management resources are key factor in the profitability. need more project director/COO for high rise and infra projects.

no doubt that it is a big success for Mr Boo to reverse take over Yong Tai with the prospect of Impression Melaka. we hope this project can be materialised soon. all the best Mr Boo.

MRT tender?

RAPID projects all on track? new MRT projects?

what is the status of RAPID projects? the ETP project?

what is the status of PAN Borneo project? site progress? any payment issues from the client/employer?

the ultimate goal of "business" is to make money for the businessman himself - don't be so naive to think that they will take care the other shareholders pocket. who are you for the businessman to take care of you? you are not even their horses and cows to work for them and milked by them day and night. why should the businessman take care of you?

take the entry price of RM2.50 with a pinch of salt.

Santa arrive early this year. i bought some at RM1.6x and sold all at RM1.9x. i am happy with this early Christmas gift. the rest is pure gambling.

Investment - don't practise what you learn from varsities.

this is a good counter

yes. some building works need more workers but for high rise you can opt for IBS.
infra work profit margin is generally higher than building works but it is not the case here

naked truth hurts one's eyes and ears

de-gearing is good in term of financial metrics. but for WCT you need to do more than that.

If Desmond appoint me as his consultant, i will share with him how to turn it around especially the construction.

cacing crawling under the ground is good if that is an agriculture venture and it may earn you an "Organic" branding.

but for infra works, you need workers, supervisor, land surveyor, HSE team, quantity surveyor, QAQC staff, project engineer, scheduler and project manager or project director.

for building works, part of the construction cost can be optimized by adopting IBS. whereas for infra, you still a lot of workers. And, worker is a commodity in today market.

all the construction materials for the Chinese funded mega projects will be imported from China. One Belt One Road is worse than TPPA for Malaysia.

are you sure their infra contracts are making money? If you put your ear on the ground of Sg. Rengit you won't hear any horses running...

to revive paradigm the company need experienced people like Desmond Lim but again how long it takes to turn it around is the most important information retailers must find out before entering this counter now. above 1.70 is gambling. good luck.

is it because many projects been secured by under pricing that causing the founding guys deserted the ship?

This article is like teaching the reader how to make their partner achieve orgasm.

http://www.thestar.com.my/business/business-news/2016/04/23/construction-industry-reels-from-steel-price-hike/

Steel bar price went up more than 50% in last week. Profit margin not affected?

a company with never ending infighting. wasting time and money investing in this counter.

soft launch since 2013..now 2015...still not "HARD" enough

most of TNB's new phases power plant are coal-fired. they may miss the opportunity to enjoy the cheap shale gas from uncle SAM.

you must able to lobby EC for a regas centre before you can import shale gas. and again, you have to compete with the son of Syed Al-Bukhary

Approval of the DEIA will be major positive news for the group. Work on the massive Tanjung Piai concession can then commence. We estimate that the Tanjung Piai and Pengerang will boost BHB’s order book by ~RM15bn and net profit by RM1.2bn over the next 10-15 year. by kltrader.

not yet start work but can guarantee profit already? selling dream or what???

7 mil profit vs 8 mil director fee. the group MD's remuneration is excessive!!!

Macau has more than 40 casino

typical cashing out counter

H2O still struggling....
Many F&B in their HQ building sudah tutup kedai.

Government should not rescue MAS. Wasting taxpayers' money.

what about the exclusive right?

follow the money nothing else :)))

what is the weightage of each phase? Capex for terminal and jetty is high. what if RAPID delay? The roi will be affected?

i heard they also got one construction port to bring in all the raw material for construction of plant? are they also enjoying the exclusive right?