Pavillion

Pavillion | Joined since 2013-12-02

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Stock

2018-11-28 09:02 | Report Abuse

School boy, No worries. Don't change subject, according to you these cos will go bankrupt in no time; :))

Revenue (P/L) Growth Margin
Gamuda 1,214,812 -101,078 -198% N/A
Suncon 557,317 36,413 +8% 6.5%
YTL 4,088,523 125,790 -11.3% 3%
Advancon 65,780 1,536 -53.6% 2%
WCT 385,779 26,127 -35.6% 6%
Ekovest 302,681 1,217 -93.4% 4%
Econbhd 200,296 15,043 -29.3% 7.5%
Ecoworld 490,049 38,521 +47.6% 7.8%
MRCB 663,754 19,792 -39.4% 3%

The margin supposed to be better for the above co which did mixed property developments.

Stock

2018-11-18 09:31 | Report Abuse

There are no substance in roger3210.....I just crushed that school boy..

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2018-11-18 09:28 | Report Abuse

Posted by roger3210 > Oct 31, 2018 03:44 PM | Report Abuse 
lol, so many chase 0.30/0.305, they gonna cut loss at lower price in
next few days, when owner selling like no tomorrow, what u guys go
take his ticket ? owner knows the company more than u, if he sell
despite price almost at all time low, it means something bad is
about to come

Not only roger3210 doesn't know the subject matters...he just bullshit. I have access to shares movement/transactions on daily basis. You can too..if you willing to pay RM5K a mth...surely underachiver Roger3210 can't afford it.

Fyi here;
1) Position for top 100 sharesholder as at 28 September 2018:-
Total No of Holders 100
Total Holdings 479,000,400 shares
Total Percentages 89.489%
2) Position for top 100 sharesholder as at 31 October 2018:-
Total No of Holders 100
Total Holdings 477,551,800 shares
Total Percentages 89.218%

As you can see the above, even in the worst market conditions..i.e month of October.... nobody sell...top 100 sharesholders only sold less than 1.5M shares.

There are only less than 11% shares remain in the hand of very small retailer. As it now there are no significant Institutions yet...my advice..you should start buying before they do.

Most Institutions don't have mandates to buy Ace stocks, they can only buy mainboard....currently market are not too good...so I think they will start buying when market pickup...don't worry funds will buy....if not for anything....they will close their eyes and just buy 2-3 millions... to spreads their profiles/risks.

....a hungry new kid in the block which are just promoted into new league...will attract attention .....of many.

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2018-11-18 08:30 | Report Abuse

Actually there are no issues with profit margin. We invest for;

1) Growths rate.
How much more profit co can deliver this year compare to last year.
2) Co. potential
-After the transfer to mainboard, certainly will attract
institutions, meaning wider market...more buyer.
-Will strategic investor coming?
-Will co start paying dividend...in order to attract Institutions
-Will there be Private Placement and corporate exercises?
-Will there be bonus issues?
-With much expectation from market/shareholder...Will co expand to
other areas...JV,developer, other businesd etc

I have a least concern with profit margin...if co can improve their effeciency...it's good....if co want to be competitive...I have no problem with that either. Clearly Roger3210 doesn't know what he talking....and certainly he an underachiever.

Stock

2018-11-17 13:41 | Report Abuse

You don't read well do you?.....come here to blah blah, predicting short term price movement in market like this....is no brainer...you syok sendiri thinking....reader glorifying you.

Inta margin has been improved every quarter. Below extract from RHB Research;

' Moving forward, INTA is aiming for a steady revenue growth of about
15-20% per annum. The Group also hopes to improve its net margin to 6-
7%, higher than the industry average of below 5%, bidding for more
high-value contracts and higher-margin jobs.
In year 2018, the Group is targeting a double-digit growth in revenue,
armed with a robust tender book and supported by a more optimistic
outlook in the second half of the year.'

Inta has been very competitive.....they are dealing with giants in property developments...i.e. their clients.

Stock

2018-11-16 11:56 | Report Abuse

Not only fundamentally strong and defensive co, they are 5stars, preferred contractor... by many reputable developers, unlike some contractors...e.g. GDB which has 3 big co as their clients.....Inta risk are better. Inta choose their client's well and has no bad debts.

When market said the contruction segments.... are not so good...I agreed if they are in Civil and Infrastructure business.

Inta focus on housing and contract size between RM100M-RM200M segments.....there are plenty of business for them.

Futher Inta has been investing in IBS to position themselves well with gov't policies and aspirations to build more affordable, cost effective building/house.

Should Inta choose to expand their activities as developer...they are in better position....than many other player.

I believe they has not unlocked their true value or potentials....not yet.

Stock

2018-11-16 11:31 | Report Abuse

Roger3210 if you don't talk, people do not know you are an idiot.
If you do not know, don't invest..... go and learnt first.

Kerjaya Prospek is not a pure contractor....they also developer and doing lighting and kitchen furniture biz...so you can't compared. GDB margin is similar to Inta. Fyi, contractor net margin between 6-7%, for the past 10yrs even developer is no longer taking fat margin....15-20% is expected.

Contractor and developer profit margin are much related to cost of fund and that the reason co want to have access to cheaper fund.

With access to public fund...Inta also can copy Kerjaya success...and growth...from RM160M market cap to RM1.6B or more... ( previous Kerjaya market cap is more than RM3B)....a potential 10X, 20X growths.

Inta has been in business for more than 25yrs...struggled as sdn bhd co with limited fund, zero assistant or government contracts......has gone thru various economics cycles. Now listed with "unlimited sources of fund" and just double their business within a year.... will go bankrupt??

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2018-11-15 07:30 | Report Abuse

Ha ha... at last roge3210 start talking....

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2018-08-24 15:43 | Report Abuse

Enjoying roger3210 comments...:))

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2018-08-21 15:31 | Report Abuse

Told already we only bullish on frozen durian...

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2018-08-21 08:56 | Report Abuse

:)) Frozen Durian must be good....that the only significant MOU signed.

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2018-07-25 11:26 | Report Abuse

Rakuten top pick for Small Cap; 2nd half 2018.

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2018-07-19 16:04 | Report Abuse

M&A can't be too stupid price it too cheap.

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2018-07-18 12:35 | Report Abuse

1st day cornered stock.

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2018-07-11 17:12 | Report Abuse

Tipu, you need political networking in order to do business with Govt...if he can turnaround private sector biz....then...hats off to him.

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2018-07-11 16:42 | Report Abuse

@RM3.10 I asked to sell....emmm....

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2018-07-04 17:24 | Report Abuse

Strange why would CEP called them? This not mega project (compare to ECRL etc) and CEP didn't call other cos.

Asked if the new Pakatan Harapan government will review or abolish implementation of the SKIN project, Abu Hassan said: "not that we know of"

The right answer to the question is... I don't know...., you don't expect CEP make decision within 2hrs.

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2018-07-02 17:48 | Report Abuse

If Tun mention Myeg, this stock will drop 20sen lah. He mention they should be open tender at KDN...clearly you can read what he going to do lah.

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2018-06-29 00:44 | Report Abuse

Dr Mahathir cited the example of a company being given the right to bring in foreign workers without undergoing a proper tender process, and making a lot of money along the way.

http://www.theedgemarkets.com/article/malaysia-eyes-proper-policy-foreign-workers-—-mahathir

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2018-06-28 09:21 | Report Abuse

Asked if the company is related to e-service provider My E.G. Services Bhd, Loke said no. “This company is experienced. It (the name) will be revealed when we have the signing ceremony. It is not MyEG, that I can confirm,” he added.

http://www.theedgemarkets.com/article/ebidding-malaysia-vehicle-plate-numbers-postponed-month

News & Blogs

2018-06-27 11:38 | Report Abuse

Value of cash and goods seized from Najib-linked residences amounted to about RM1bil
https://www.thestar.com.my/news/nation/2018/06/27/amar-singh-pc-1mdb/

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2018-06-26 20:26 | Report Abuse

Golf money for VT

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2018-06-26 14:56 | Report Abuse

Will be some corporate exercises.

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2018-06-26 13:51 | Report Abuse

Speculative......people just following VT. If not mistake no companies has won any construction work for ECRL. T7 just had a MOU with 3 companies (EPIC), CMC Engineering and (CSCEM) to collaborate as consortium to BID for ECRL works. It's open tender now.

Govt said they ready to relook back if they can renegotiate......how long will take to renegotiate to reduces..say to 40B? and to ask them to give more works to local. New gov't said it not does not make **commercial financing feasible...i.e. it not enough business (passengers and goods to take) for ECRL...has they address it....how come now it feasible?....I think it will be a long way before anything could conclude.

From Malaysiakini
**Economically not feasible. At RM55 billion, it’s the largest infrastructure project ever for Malaysia. If we assume a required 10 percent rate of return on the investment, the ECRL has to generate an income, not revenue, of RM5.5 billion a year. Assuming income is even 20 percent of revenue, then revenue needs to be a massive RM27.5 billion! The impossible task ahead is illustrated by this: In 2016, Singapore’s port had a turnover of S$3.7 billion (RM11.7 billion) and a profit of S$1.2 billion.

**Earlier RM36 billion double-tracking has failed spectacularly. Let’s look at the utter failure of the RM36 billion double-tracking venture initiated under the Mahathir regime. Rail operator KTM is expected to have had a revenue of between RM500-RM600 million last year, according to a report in October 2016 quoting its chairman Nawawi Ahmad. Its last available annual report is for 2012 where revenue was RM454 million, losses amounted to RM240 million and operating cash flow was in deficit by RM107 million. For a 10 percent return on double-tracking costs of RM36 billion, cash flow needs to rise to RM3.6 billion a year from non-existent now. That is a near impossible task in the foreseeable future. This is for the backbone north-south route of Peninsular Malaysia. How is the ECRL going to fare any better?

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2018-06-25 14:47 | Report Abuse

Tmr they flip again...flip flop LGE.

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2018-06-25 14:44 | Report Abuse

Better sell before they flip again...flip flop

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2018-06-23 01:54 | Report Abuse

Will be like Iris...oversea ventures failed to give meaningful profit to defend current price. Where can get big fat margin like BN gives.

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2018-06-21 13:57 | Report Abuse

Asian Cryptocurrency all tipu tipu more into get rich scheme.

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2018-06-21 12:12 | Report Abuse

I thought Jack Ma already tapau cashless biz with Tun.

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2018-06-21 10:53 | Report Abuse

Fgv also cannot tahan....Iris conned Fgv with unfeasible projec...shiii

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2018-06-21 10:33 | Report Abuse

KUALA LUMPUR (June 20): Human Resource Minister M. Kula Segaran today said that the ministry would reduce its dependence on “middleman”, such as concession company My E.G. Services Berhad (Myeg), which handles the recruitment of foreign labourers.

"The government is taking steps with not only Myeg, but also other middleman organisations. All these organisations serve no purpose because you already got a government, why do you have a parallel government?

"We have enough civil servants to handle the matter. That is what we are seeing in a big picture, that is what we want to achieve. We will come with formative policy very soon,"he added.

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2018-06-14 18:00 | Report Abuse

I don't think they will be any infrastructure work till end of this year...WIP I'm not sure.

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2018-06-08 16:45 | Report Abuse

Stale bulls, false breakout and insider news.......many people will die before regaining their sanity.

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2018-06-08 10:50 | Report Abuse

Don't worry everyone's an expert on this stock...wakaka.

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2018-06-08 10:05 | Report Abuse

Will end up with 100% shares and no cash...if they continue...

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2018-06-07 13:17 | Report Abuse

Mahathir Is Moving For The Kill – Scraps RM110 Billion HSR Project, And There’s Nothing Singapore Can Do
http://www.financetwitter.com/2018/05/mahathir-is-moving-for-the-kill-scraps-rm110-billion-hsr-project-and-theres-nothing-singapore-can-do.html

Finance Twitter says Dr M will give LKY son the run for the money!
http://theindependent.sg/finance-twitter-says-dr-m-will-give-lky-son-the-run-for-the-money/

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2018-06-06 09:59 | Report Abuse

Uhh 1 day play. They need another new contracts.

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2018-06-06 00:57 | Report Abuse

I think it's short term relief rebound. Most beaten down stocks are rebounded today. Situation has not change for Myeg, still waiting for individual ministry to make decisions....with Raya and long holiday coming...think people will take profit first.

News & Blogs
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2018-06-04 20:21 | Report Abuse

Najib also Tun's friend la...what are you talking?
They also contra kaki..

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2018-06-04 16:47 | Report Abuse

Kah kah kah

Posted by Najibponterer > Jun 4, 2018 04:45 PM | Report Abuse 

pura pura kaunter

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2018-06-04 16:41 | Report Abuse

Muhyiddin will skin them alive... slowly.