combined market cap still 40-50 billion. still have space to drop one. later get burnt

genting dont touch la.

its a win for buyer if your goal is to rent/lease for 5 years

if really follow the new taxing mechanism. genting profit gg one. sure will drop more

lim guan eng = blue chip slayer

Posted by chinaman > Nov 5, 2018 10:15 AM | Report Abuse

At least, Tong Kui Ong can come up with short term measures to solve property over-hung issues, much better than armchair critics with no solution lei. wakaka


the developers are stupid. they deserve to hug their overprice products and die with it.

im more interested in the process and structure. impossible to make everyone a winner

it will be repetition of lehman brothers toxic assets if not handled properly.

its depends on how u perceive the word 'crash'. do u only call it crash after it reaches its bottom or when it's in the process of sliding down. i recently just bought a house at a 40% discount at kl prime area because its going to get lelong anyway.

unless they have penalty clause which will make more sense. otherwise the home renter is a winner

for a 300k house 20% translate to 60k or 1k/month. even i know i cant have the house, ill go for it. its still a cheaper option

they are actually raiding the blue chip company. the government want recession but not a pain one.

better than kena makan

at most privatized only

this counter not easy to makan.

government want makan genting. gg

good picks but has nothing to do with value investing. its just great business

good quarter

Apple will have their own set of problems in future lacking innovation. like previous tech giant ibm apple will perform sharebuyback with their massive cash to at least retain their share price. Apple will not die so fast due to their huge cash stock but if they continue at this rate they will die a slow death.

it is safe investing in company related to iphone production, however u should be very conservative on their phone volume growth. If the reason u buy gtronic is to tie directly to your perceive improvement of iphone volume sales, be very careful.

Apple is not a mobile phone company. it is suppose to be a tech company with the purpose of innovating.

i wouldnt be suprise if jon get no.1 with 0-5% return

so depressing looking at the result lol

keep up the good work. i love your works

rebar counter tie hand to hand with construction counter. its a chance to collect when low.

Posted by Godiva > Oct 29, 2018 07:51 PM | Report Abuse

Ph leading the country into recession

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Recession is bound to happen. The market acts as an early indicator.

sexy dividend

no need to play politic in this forum one. all politicians are dirty. no need to say BN how is better. We all know is talk cock

remember guys malaysia still has to raise their gdp and huge chunk of our gdp comes from infrawork . how much can the government cut. its all talk cock sing song one

Market share manipulation.

If there is no fish in a pond, will people go there to fish?

like it or not this is a good news. after gamuda release a statement saying there is no implication to the margin the price will rise. Mark my word and im sure they will

this is gamuda we are talking about. their margin will most likely stay even if it does get affected, its going to be peanut. revenue shrink doesnt necessary translate to lower margin. dont talk like a numb nut u dont even have any info on their breakdown and new scope of work.


The Cabinet also agreed with MMC-Gamuda’s new offer and cost rationalisation exercise after a fresh round of talks that took place on October 22.

trulyinvest Beter sell la. Useless counter. Lower project cost means lower profit margin. Wats d use, kerja saje ada but slim profit. Worse case mayb incur,loss if cost overun. Kikikiki

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U r stupid. it only means lower specification project. it doesnt necessary have to affect their margin. I dont think it will affect their margin by a whole lot much. even if their margin is reduced by a little, it can be easily mitigated by transferring their loss by loss sharing with their sub contractors

I’ve been doing some calculation on this company .after completion of highway. Provided this company achieve 10% irr which translate to around 600m/year take out its portion left with 480m. Provided the company give 30% as dividend.its around15m. At this price future dividend yield at 25%. I’m in

Jon Choivo If govt cancel toll, they need to pay cost at the very least. Even then, it would be considered as nationalisation, which no govt will do unless you want to destroy your economy.

Now this toll is selling below cost d.


If government cancel toll.

They have to pay compensation
They will be losing cashflow from the concession when the government already has cashflow problem if they are thinking of pairing down their debt

Its very unlikely. I think its unlikely to even reduce the toll charges. Let alone cancel it

yes its cheap. thats all. its cheap nothing else.

Oct 26, 2018 10:12 AM | Report Abuse

Parkson possible privatised(assets rich) like Selangor Property?


This. when? u totally have no control over so called asset. what asset? do you have a list? most of the assets depreciate over time.

if he still proof himself with hsi track record it only means he is still relevant

to make it fair only compare tho those who invest only in index fund

name me 1 person who can beat warren buffett in compounded annual growth rate record. NO need to start from 1960s. Start from 2000

Posted by qqq3 > Oct 25, 2018 02:41 PM | Report Abuse

do whatever u want chivo....u want a good image a value investor image.....go ahead.....

I just want to know how long u can last........lol....
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i dont think u need to worry about him. If he can uphold his principle he will do well. its very hard to see him lose judging by his stock pick

construction & property company is not for short term punter but it might be very good in your portfolio in 5 years to come.

small volume

and for obvious reason. only relying on fa approach is suicide.

thats because i started earning money after i ditch out this conventional approach off my practice

i dont like the word value investor. U want value u buy real estate, buy land buy business with controlling stake. Rarely ppl look at the product and service the company provides and how well it serves in marketplace, how good is the commpany in widening their competitive edge, innovation. All these are more important than the account book

dont be stupid to trust ib. they are here to earn your money.

actually when u think of it. its like business. when shit get tough they switch business or they abandon business. how many can actually endure the financial pain, learn from mistake and survive through the whole volatility.

qqq3 from my years of experience...this is what happens....slow counters very tricky.....too tricky for me....market up they cannot go up, market down , they join the drop.....

slow counters means no followers....that means a few sellers only , the price will come down....literally useless....I don't care how fundamental....if got no followers, market down, sure come down....market up, cannot go up.....Its a losers' bet.......
24/10/2018 01:06



this is just wrong in so many way

sure will tio impact by oil price already forseen it

wa nearing my target price edi. wait few more months

Posted by Dr_Mahathir > Oct 23, 2018 10:42 AM | Report Abuse

MRT2 budget must cut in Budget 2019?

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U dont understand basic economic. Even in bad time government must retain a certain percentage in infrastructure projects to drive GDP. If everything cut GDP negative. Dont say negative. If drop below 3% its very bad for malaysian economy already.