dont speculate. ask hit&run :)

ock-wa by year end : 60c

Seath+ock growth way forward. rm1.06 is too pessimistic.

brother HitNRun, need your advice. buy keep or run? really 1.5? :)

still cheap. much more room to go. 0.6 tp.

moment of truth. no matter how good or how bad a stock is. without syndicate moving it, small prawns like us would not make money. the only thing i can share. it will reach 40c sooner or later. :)

be patient. buy back much cheaper later

buy back later after usa & north korea issue subsides

i have been buying. hopefully won't go Holland. what is your tp, saltedfish? :)

great. heading to 40c as promised :)

why fpgroup no power? they are related to the booming semicon.

saltedfish, wru? :)

legit calculation. buy!

much more room to go :)

I will sell my underwear to buy more tomorrow :)

Another superman way to calculate. Use DCF! Assume FCF at 144mil, with 3% growth, taking its debt and cash into account, it is worth RM8.3!!!

Order book at 6.2bil. IF i assume delivery time frame in 4 years, net profit margin @ 10%, EPS = (6.2bil / 4) * 10% / 300mil = ~0.52c. AT PE 12, it is worth RM6.2!!! This is assuming that they are not getting any project in the near future. I calculate like this. like kindergarden student. sorry fellow sifu. HAHA :)

tomorrow 20c ? :)

when u see rm6 next month, you won't say this :)

wait for saltedfish to comment. chill :)

joining party here :)

where is our bro hitnrun?

bought more coz of saltedfish presence :)

rm1 achievable? :)

moneysifu, plz take a look at fpgroup :)

holy crap. madness!! easy money into pocket. Thx wealthwizard.

goreng tp 40c :)

saltedfish, mind to share your tp? :)

so happening here. joining the party :)

waiting for part 3. where is sifu wealthwizard? :)

next tp 1.1 :)

min rm2 by May :)

power of wealthwizard :)

same here. wait for miracle to happen in May :)

red_85, flbhd margin of safety is much higher. coz kyy is not here. haha :)

how low it can go? this kind of undervalued stock. by may, u will see its power.

40c

Good company with solid balance sheet and healthy cash flow. However, revenue cagr for the past 5 years only 5% but profit stagnant. The only growth element is the e-hub thingy which might boost its growth in future. I would say fully valued for now.

if u assume no growth lor :)

SPLASH is a cash cow for Gamuda, contributes to 25% of its profit every year. correct me if i am wrong. Actually it is good for Gamuda if gov delays the take-over again. :)

The Group anticipates a good performance this year from the steady earnings of expressway concessions division and the ramping up of works for KVMRT Line 2. The property division’s performance is expected to pick up in the next few quarters due to the launches of several new projects in Malaysia and overseas.

VS comments from Q1

The Group anticipates a good performance this year from on-going construction projects and steady earnings from the water and expressway concessions division. However, with the softening residential and non-residential property market in Malaysia, weaker growth for the property division is expected over the coming quarters.

bro, simple product simple business model. but make so much money. especially its fcf. superb.

Or anyone done peer to peer analysis on their efficiency?

tq moneysifu for your kind explanation. The way i look at D&A, is like required maintenance or cost for you to buy new machines to replace the obsolete ones in order to maintain your current business. I understand that not all machines which have been depreciated to zero book value are obsolete. So, my question is actually "are they spending too much capex to cover D&A to maintain current business instead of expansion?" Is it the nature of broiling industry?

syndicate will push to 0.4 :)

IamGoogle, cab looks all good but i have only one concerns. why is its d&a so high? why they need so much for maintenance? almost equivalent to its net profit every year. appreciate if u can share your view.

hey guys, anyone care to explain why its d&a so high? common in broiler industry? why need such high maintenance?

fellow sifu, anyone knows why its capex / D&A are so freaking high?
capex > 200% of its net profit
D&A about 100% of its net profit
for the past 5 years. WHY? is it nature of this broiler business?

fellow sifu, anyone knows why its capex / D&A are so freaking high?
capex > 200% of its net profit
D&A about 100% of its net profit
for the past 5 years. WHY? is it nature of this broiler business?

bro hitnrun, is it possible for mmsv to hit 15mil net profit for fy2017 based on current orderbook? appreciate your guidance :)