Racoon

alone4awhile | Joined since 2016-03-14

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Stock

2020-09-26 01:36 | Report Abuse

Sep trading value drop. However ,total Q3 total trading value are in record high.

https://bluebroinvestment.blogspot.com/2020/09/25092020-Bursa-Trade-Participation.html

Stock

2020-09-14 15:41 | Report Abuse

Trading Participant by Value as of 2020 Sep 14 - https://bluebroinvestment.blogspot.com/2020/09/14092020-Bursa-Trade-Participation.html

According to Trade Participant volume, 2020 Q3 is already double up compare to Q1. So at least Trading Revenue will double up for Q3 compare to Q1. So as long as Bursa didn't simply waste money to buy Ferrari for CEO or upgrade new infrastructure , by right EPS will be around 12 - 16 for 2020 Q3 (estimated as Trading revenue only consist of 50-60%, covid 19 did harm other segment like lesser IPO and lesser Market Data subscription)

Bursa research 2020 Q2 - https://bluebroinvestment.blogspot.com/2020/09/bursa-malaysia-research-2020-q2.html

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2019-09-01 01:48 | Report Abuse

what is MNI loss provision? Why need deduct 60 mil from profit of 2018.

Stock

2019-01-29 09:41 | Report Abuse

There is an announcement recently about extension of "Project Facilitation Fund" to end of March 2019.
This "PFF" are money that will be given in one lump sum to PTrans upon completion of Kampar terminal. So i think Kampar terminal fastest will be complete by End of March.
Moreover, completion of terminal might also need some time to renovate and so on, so i assume fastest is about June of 2019 kampar terminal will record profit to ptrans.
Well, just my 2 cent opinion.

Stock

2018-08-28 11:03 | Report Abuse

Inventories 是建好了,一段时间后还卖不出的屋子。大部分卖家都是降价销售,ecoworld是找设计师,设计后卖出(坚持不降价)。派息的话应该不太可能,上个quarter 累积的retain earning 才500m,Total asset 10 bil,负债3.8bil (赚到的不到总资产5%,明年再看看吧?)
我两个counter都有买,但我还是比较看好ewint,尤其是即将出的财报会记录第一次的revenue,希望profit margin可以控制在4%以上。不然负债率太高,赚来的钱全给银行。

Stock

2018-03-15 10:38 | Report Abuse

estimate tomorrow night.

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2018-03-08 15:37 | Report Abuse

hmm.. holding 3 year , my target is 5 year to see the return, if not only make next decision (of course i have a cut loss setup).
i guess no point to argue why should hold or why shouldn't hold.
For ppl who hold, they have their reason, for people who don't they have their reason too.
Why don't we make this thread healthy a bit, fill it with news or confirmed information instead of argument/imagination?

Stock

2018-03-05 11:55 | Report Abuse

fyi, for my record, EPF had reduce a lot of their holding since 2015. They own 8% of Eco-world share that time, but now only 5%. (you all can verify thru bursa malaysia announcement
Below is detail :
Aug 2015 : EPF own 195,314,200 number of share, around 8.261 percent)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4820901
Feb 2018 : EPD own 149,584,000 number of share, around 5.08 percent)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5706633

Why Newspaper say "EPF" become major shareholder?
It is because for each shareholder own more than 5% share, they need to submit a announcement to Bursa. EPF on and off will do sell and buy transaction, i believe they have 1 day maintain less than 5% (no longer major shareholder), then the next time they buy, it exceed 5% and trigger this announcement (become major shareholder again). I believe a lot of blogger/newspaper they didn't follow ECO's news since 2015, thus they though EPF become major shareholder based on the announcement.

Summary , sad to said that EPF had reduce a lot of their holding in ECO-world since 2015. Don't let news/blog miss leading this information.

Stock

2018-03-05 11:46 | Report Abuse

Yup, revenue is come from "Sold Unit" 's build progress. Simple to say is, the Sales's build progress. of course there are other form form like land/ sub company sold or other investment activities.
But bear in mind, each developer annual report will have one portion call "Development Cost" (this is the startup cost for a new development project. And the $ of development cost normally take from the profit of previous project.(earn some money from old project, then use them to margin and open new project)
This is the reason why eco-world can't really show High Profit even though they had hit few year sales target. (they keep using money earn from previous project to open new project, can explain why no dividend too)
But i heard this year they will lower down in new project development (can be see from they lower down sales target) and focus on deliver existing project (speed up build progress, which mean speed up profit taking/revenue increasing). if that is the case, i would say EPS should be getting higher.
Anyway, just 2 cent from me, i am beginner too. We just monitor this year EPS for each quarter. If my assumption is right, by right next quarter onward, the eps will grow gradually.

Stock

2016-03-14 22:06 | Report Abuse

please enable the "editing" mode in Microsoft word, so you can open the Excel and PDF attachment that i attach inside.

*download the word document while link still active, i not sure when will megaupload delete it.

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2016-03-14 21:58 | Report Abuse

hi all, i am not here to ask you buy or ask you sell eco-world (not to promote) , just to share my findings.
i would rate Eco- world as high risk property counter, but of course since it is high risk, it will return you with high gain too. Different people have different risk taking level.

http://www.megafileupload.com/6i38/ECO-W_Analysis.docx
(to download this, please click the "Free User Slow Download" button twice inside the website.)