doandarling

doandarling | Joined since 2019-03-19

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Stock

2021-11-05 16:35 | Report Abuse

The worldnof telco tower is not OCK. That world belong to edotco. OCK can only lick the leftover by edotco.

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2021-11-05 16:30 | Report Abuse

No way 0.50 0.51. 54 is a good place to sit tight for next 1-2 weeks ranhe bound. If its 50 51 buy whatever you can and sell at 54

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2021-11-05 16:21 | Report Abuse

Nothing to do with VT. Already say this week market quiet. Next week you can play again. This is a damp good counter.

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2021-11-03 16:42 | Report Abuse

don't play contra la. RD is not a contra play. rock solid company cannot play contra. if you have holding power, its not lost. nothing is lost. 6 months down the road profit probably 2x , it's just paper calculation. Again RD is not a contra play, pick up and sleep very well, the money will look for you.

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2021-11-03 16:20 | Report Abuse

panic ? confused ? scare ? Normal to have this range when public holiday coming up and friday will be quiet also. Nothing to panic if you look at long team. The floor is at 54 what's the big deal crying, wtf etc. if got holding power 68 is reasonable and reachable without big shocking news etc. The earnings & dividend can sustain that price.

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2021-11-02 08:10 | Report Abuse

After i sold the RD where i move the money? YTL.

Power, Cement, Hospitality, Property, Infrastructure. Can't go wrong with up cycle. If it does go wrong 98% of companies at bursa will also not do well so it does not matter which I invest.

RD will be that 2% that do well if this rare case happens.

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2021-11-02 08:04 | Report Abuse

Disclaimer : I am holder of RD shares. Did i sell ? Yes. Am I selling today ? Yes. Do I continue to hold shares in RD ? Yes.

I sold because my entry was low.
I continue to sell because each day its on the positive price point, so i sell a bit each day as long as positive vibe, max 5000 shares per day.

I hold majority for long term.

What happen if it drops? I hold. Long term definitely good.

If it drops do I buy? No. Unless it droos more than 30% from current.

Hope that clarifies.

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2021-11-02 08:00 | Report Abuse

Given a cleaner stucture within BJ holding companies and RD, it add few more cents to RD worth. A cleaner holding structure company is a better company.

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2021-11-02 07:58 | Report Abuse

Agaib let me explain, BJ is going thru reorganization ( you knew already), all those cross holding needs to be dosposed off so the companies can be sold. Those comoanies like BJ Philippines etc needs to clean up so wyen they disposed it reflected on parent companies like BJ becoz ot holds the sub.

So nothing to do with state of affair of RD. RD positive vibes all intact. Ultimately you see few meaningful companies homding RD not bunch of 100 companies from nowhere.

Which you prefer from investor point of view? Hundreds of cross holdings or few real relevant companies holding RD.

Your answer.

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2021-10-29 21:14 | Report Abuse

So the sector that the project is in matters. Ask anyone will they do government project for 15% margin? :)

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2021-10-29 21:10 | Report Abuse

VennesA private sector project may be but government project is known to have profit margin 10000% ya so 30% is so conservative that they think you quote wrongly...

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2021-10-29 08:05 | Report Abuse

Now RD no Jendela project and how much they earned last financial year again ? The above calculation totally ignore thier current earning. Just the Jendela project itself ya. Also not talk abot agro tech, no umobilr, no VT, no Johor, no nothing. Plain Jendala only.

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2021-10-29 07:55 | Report Abuse

Here you go, crystal clear so no confusion anymore :

213 site / 1661 = ~ 13%
13 % 4.6bil = 600mil
Profit margin 30%
600x 0.3 = 180mil
180mil over 4 years = 45mil/ year net profit
45mil/750mil share outstanding = 6 cents
EPS of 16 times (thats the min for conventional, hyper growth company is min 30x)
0.06 x 16 = 96 cents.

Now is 64 cent.

Clearly ou know what to do.

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2021-10-29 07:49 | Report Abuse

Confused? Dont know sell or buy? Dont know what price is reasonable?

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2021-10-28 10:05 | Report Abuse

one more before I forget... this counter is on ACE market. Don't you think it should be on Main Board ? and it will. So if you look for those hyper growth company that probably worth a lot more than it is today. Redtone has the potential and fit into that criteria. It will be a big boy. Yes Agro Tech etc all these are what government pushing, they have good relationship with government and that is good. They are proven in the eyes of the government agencies.

So like finding a unicorn startup, VC will tell you they may invest in 500 companies but the one that really give them a hyper return probably is 1-2 companies they invested in. Redtone fit that 1-2 criteria and of course its not a startup. Its making money and no debts unlike startup.

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2021-10-28 09:38 | Report Abuse

if you can afford, invest 10K into it and keep. 1-2 years probably pay better than unit trust or EPF. and best give you some excitements

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2021-10-28 09:37 | Report Abuse

if you want play short term nothing wrong. but also keep some for long term as these kind of companies getting really rare. Those that have profits also have a lot of debts. Debts is the one that kills a company at any time.

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2021-10-28 09:29 | Report Abuse

whatever financial parameters you look at, it's still reasonable on this price of say 68 cents. When a company no debts, that's the most important. They can sustain and thrive.

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2021-10-28 09:28 | Report Abuse

Redtone has no debts, plenty of cash, back by VT and Johor royal, every Q make money just by plain vanilla maintenance for MCMC, gibe dividend and now Jenjela Phase 1 and will be also participate in Phase 2. So what you want to pick ? Not many companies in Bursa is like this. You want try serbanik instead?

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2021-10-28 08:09 | Report Abuse

And this is just part of deal they got. There are other parts in coming quarter. This one goes 1st.

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2021-10-28 08:07 | Report Abuse

This is not part one just do some physical passive no brain thingy. Part 2 is high value added and thats why profit margin better and values higher

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2021-10-28 08:06 | Report Abuse

42mil? Where you get that from ? Each site min 2mil. 2mil x 213 so about 500mil project bro. Part 2 is passive and all the intelligent equipment.

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2021-10-25 13:20 | Report Abuse

if it tanks, not look nice for anyone. regulator not look nice, KPMG not look nice, EY not look nice, Karim not look nice, investor not look nice. So happy ending and solution is take it private. That will be happy ending and release to all these climax that you guys have

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2021-10-25 13:15 | Report Abuse

Again, Serba to be taken private. Karim happy, regulator happy, KPMG happy, EY happy, investor happy.

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2021-10-25 10:05 | Report Abuse

serba to be taken private. disposed off warrant because no value when its taken private. Only mother share. All the SIR issues will be buried and not of interest to the public once private. That's the plan and the logic why this and that. Offer Price Rm 0.65 cent representing 110% from halt price. Any other questions ?

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2019-03-19 15:47 | Report Abuse

Hi Investor, thanks for the clarification. Would you be kind enough to point me how to access to the telegram group you mentioned please. Appreciated.

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2019-03-19 13:54 | Report Abuse

Cash Only / Investor 9999 : Was that an analyst report that you attached or that is your analysis ? Which bank analyst issued that report ? Thanks