sapurakencana, MCO is just one month. I forecasted the yearly profit. Please read their quarterly financial reports. If you are daily investor, please save your money in the bank.

Johotin will have a big jump in profit by end of 2020 because there is a great demand in tinplates due to food demand caused by COVID 19.
Mexico's business is expanding rapidly and the demand for milk products is also very high in this critical period.
I recommend BUY.

Big news is coming soon

GENM is doing well in this competitive market. I choose to hold and wait the outdoor park opens. Once the park opens, the price will enter 4.00 easily.

I see. Very little people understand the accounting statement here. If you know the impact of mfrs 16 and reanalyse the depreciation part and lease liabilities, you will know AA actually doing good.

No wonder you guys keep losing money in stock market. Please sell and stop making noise

Correction due to dividend payout.

buy signal

Once theme park opens, the price will fly to 4.00 and above. Buy now before regret.

I mean in Jobstreet. You may search it

Genm posted some job ads to recruit staff for Theme Park in June. It will open soon.

Heading to 3.00 soon....

heading to 4.0... Good sign after ex-date of dividend.

Important question: Is OCK benefit from latest 5G development? Or full contract given to Huawei only?

Good news

When reports said sell, you need to buy.
When reports said buy, it is the time to sell.

Never change.

Actually, the GENM business in Malaysia is doing very well based on the recent quarterly report.

There are 3 issues puzzling GENM stock price.
1. Casino tax - This is a certain issue that will impact the net profit. The net profit is actually growing and doing well. Just earn less due to casino tax. The fundamental is still good.

2. Theme Park issue - The lost of Fox theme park is not the end of the world for GENM. All assets are belong to GENM. The only loss is the international competitive advantage of theme park due to Fox. However, there is a possibly to get back $1 billion. If not, GENM still can find other partner to join it but it will delay the opening of the theme park. I think GENM is looking for new partner while suing Walt Disney & Fox. Theme park will be opened in the end. I am willing to wait for the fruitful moment.

3. The impairment loss is just an accounting figure now. This can be recoverable if they can resolve it. I believe GENM is working hard to recover it.

I decided to hold for long term and buy it if I still have extra cash on hands.

Guys, Net Tangible Assets at 3.37. You are buying at book value!

Really a buy now. Damn cheap!

GENM management will find a way to fill up the gap. Wait to die? I don't think so. I see a good chance to buy it if it goes down below 4. But, market is not stupid.

short term, many people run. Long term, the net profit still goes up due to new park and other businesses. The profit will be sourced from diversified businesses. GENM is not the first day running business. CEO definitely have considered this rising of sin tax issues.

If you think it will go up to RM1 in short period, forget about it. I think there will be another shock to construction counters after Budget 2nd Nov.

Dato is not afraid of low price. If Ekovest goes down to 0.30, that might be the time for him to privatise the whole company in super low price.

It's a great time to buy this counter if it can go down to 4. Good business next year.

in short term, no hope for construction. Easy going down again to 0.52 to 0.55 after Budget out. If you still want to hold, hold it another 4 years after new government stabilises all the debt and have money to build up the nation.

after cutting Gamuda, more and more are coming......

Better buy after the coming government budget because definitely no good news for construction. I hope to get it by 0.50

@yee shiang very good article. Buy it before regret.

nonsense. GENM is doing well and have a bright future once all theme parks opened.

The coming budget would not benefit construction since government would like to tighten the budget.

it could be. Actually, short term fluctuation is not an issue. Indoor theme park 4Q2018 and century fox park in 1/2Q 2019 will boost the price to another peak. We can see the big improvement of profit in 4Q2019 but beware of high depreciation of assets in early years

Good quarterly result but price goes down..... weird

Thanks for your views.

Still a lot of uncertainty in construction. Will higher interest expenses continue to impact the future profits? One thing for sure: Those people invest this counter need to hold for few years.

I just worried suddenly the River of Life will be cut suddenly by Tun. Anyway, DUKE 3 has no hope anymore. The profits engine counts on property and toll but construction is still the dominance.

I don't think the price will go up to RM1 if construction segment has no further good news.

Back to 1.00 soon since Tun is bringing more and more good news to Msia. I expect construction stocks will rocks again next year when more China direct investment are coming in and the fundamental of economics are becoming better. I trust the new government.

We might worry the future contracts. One thing for sure, new government would not stop building up the nation. They just need time to do internal audit for future development.

I see the funny things here. Some people said Ekovest has no value, sell call, no future, better run....etc. But after some while, still see them commenting the same thing here. I thought they have sold Ekovest and left? Why still care Ekovest here?

Hopefully, ekocheras , property segment and toll business can replace the potential loss in construction side. I think management is also finding the way out.

When will EkoCheras mall completed?

The decrease in revenue and gross profit in the 3Q 2018 were mainly due to the completion of Duke Phase 2 and the River Of Life Precinct 7 beautification work at Masjid Jamek which resulted a lower progress construction workdone recognized in the current quarter.

Construction operation: Bad
Property development: Good
Toll operations: Good

Overall is good.

The Board expects the ongoing construction of SPE, River of Life and related projects, the opening of the DUKE Phase-2’s toll revenue and the recognition of unbilled sales from property development activities to contribute positively to the Group's turnover and profitability in the current financial year.
Barring any unforeseen circumstances, the Board is confident that the Group’s performance would remain satisfactory for the financial year ending 30 June 2018.

HSR, MRT3 and ECRL are not relevant to Ekovest. But, all these bad news and 1 trillion debt definitely affect the whole industry. The news from Bandar Malaysia was over before election and it had reflected on the stock price. As for the toll compensation, government will give the fair compensation according to law.

I will choose to keep.

Guys, time to buy in before regret. This price is cheap under the consideration of the compensation

Compensation --> Special dividend announced --> Back to RM1

The toll abolishment is positive to Ekovest as it can get the reasonable compensation from new government. One off large special dividend will be given by Ekovest.

The price now definitely doesn't reflect the intrinsic value of Ekovest based on the the existing contracts it has.

https://www.malaysiakini.com/news/424864

https://www.thestar.com.my/business/business-news/2017/01/06/ekovest-joins-pan-borneo-highway-project-with-jv-work-package-worth-rm2bil/

I decided to buy low. Some people just shout to sell without doing the fair valuation on it. Cancellation must come with compensation. Ekovest is the victim of the cancellation of bandar Malaysia . New government will do anything according to law.

I don’t know whether Tan Sri had killed your family or not. If you don’t like Ekovest, you can just sell and share your constructive comment. don’t shout selling like a child

I am happy to see new government compensate Duke highway (Ekovest 60% ) with the fair valuation of RM0.80 per share as shared by Bachalet. Stupid investors just think Ekovest will lose toll business without any cents from new government.

I see this is a opportunity for Ekovest to get a huge cash to invest in the future development by PH .

Why worry so much?
For stock price, it might go down temporarily as new government will review all major construction contracts.
For the tolls, if new government wants to buy it, reasonable compensation will be given. Special dividend will be given. Don’t forget Duke 1 itself almost equal to Ekovest.
For future growth, i believe the management capabilities will secure the potential contracts. Changing to new government does not mean it cannot get any contracts in the future. Do you think the management will just wait and die?

Toll will not be abolished immediately. Long process to cancel the contract and new government needs to pay at least 110% of the construction fee of the toll. Ekovest has other sources of income, not only toll.

Ekovest will not fall down just because of changing government. Analyse their businesses through annual report to know what you invest.

The market share of GHL of epayment is getting higher and higher.

Buy now before it shoot up to RM2

The historical stories tell us that any bad market news which is not relevant to Ekovest such as recent trade war btw China and US will be the good timing to buy it low. Investors just don't realized all this are just the short/temporary effects to stock price. In the long run, the intrinsic value of Ekovest will be reflected in the end.

Buy now before it shoot up to 1.50 by year end.