woman dont need so much fortune

if u want to put china contractor in comparison, then the whole world will lose. they are the leaders in construction

i dare say at rm2, it is very near to its ground price given its premium valuation it should deserve. This company is equipped to deliver the hardest project that no other local can take. Government should nurture this kind of company not push it to the brink of death to compete internationally since it is our industry branding

while gamuda might not go back to 5-6 for the time being. it is safe sitting at 2 due to its moat in the industry. Dont worry about its future margin since there will be no bn cronies for their next project. Im sure they still can price for 20% profit at least. The revenue might get affected temporary. Remember the government has to make the GDP grow they dont have a choice. Infra works will continue. Our cashflow should be somewhat healthy under the management of this government

all cronies company sure kena one. buy company with competitive edge is the way to go

I don’t think retail will lose its spot because of e commerce completely la. I still think that ppl enjoy the experience in retail shopping. Retail still has its niche market. U can be doing retail and ecommerce together. Retails can also serve as bait advertisement etc.

GstTakNak No GST money (by PH) where to cut expenses if not from MRT2?

the government idiot la. 3 months of GST tax free period. 44/12*3 = 11billion. cash flow no plan properly. now need to find back the 11billion la

Fantastico strong margin, strong earnings company, never worried. Only scared no chance to buy. Now year end discount coming !!!

why strong? because crony company

confirm something wrong. this type crony stock dont touch first

OVERPOWERED

Post removed.Why?

this epf macam trader. no standard

Posted by ATARAH > Oct 19, 2018 09:17 AM | Report Abuse

Yes That correct. But one Article said cut their profit to single digit.
Note still a PROFIT .

lol. single digit margin percentage = razor thin margin

u need to know gamuda dont do low margin business. its just not them

building affordable house is not gamuda niche. gamuda build high end stuff

parkson is still using the same business model 10-20 years ago maybe with a little twitch. Outdated business is bound to get eliminated from the market.

Post removed.Why?

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dont worry about missing this boat

i look at their bod. only 1 word in mind; cronies aka lapdogs

mmc is only capable of securing contract because they were crony to the past government. unless, they can be the crony to this government, their stock is colder than water

ppl like u are like lalang

victor u on drug? lol.

we all know its not possible to terminate this contract unless the new goverment is unable

old news

Posted by Jonathan Keung > Oct 16, 2018 12:01 PM | Report Abuse

investing dynamics has changed. you cannot just use buy and hold strategy. look at Bonia , Jerasia all hit by high mall rentals and stiff internet competition.

China home grow " tao bao " is rank number one favourite among China's consumers ( not counting new malls and centres in all their suburbs ) . PRG facing margins on all fronts. this is no longer 80's or 90's peri
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u can hold as long u are the best in the niche. once u are not the best. then its time to sell

parkson asset toxic la.

Posted by apolloang > Oct 16, 2018 11:48 AM | Report Abuse

now TTB already diam diam.he told people to short dow jones and buy china stocks.now dow jones up so much and china new low

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got source haha

padini has a particular niche in the market. it has nothing to do with value investing. in the end it still goes back to the business

parkson so called nta is what? leaselands? lease buildings? what else?
to me its just toxic asset

if u buy stock for its asset. when will your money materialize.

could be 10 years, 20 years. it could be forever.
your asset could be growing in value but you couldnt materialize your equity.
or your asset could be depreciating until nothing is left like in parkson case.

Posted by joetay2 > Oct 16, 2018 11:02 AM | Report Abuse

i give up on ppl still advocating in value investing, qqq3.

my logic is very simple.

if value investing really works, then why did icap's ttb making 95% losses in parkson or why warren buffet missed out on fang.

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in the end what matters is the business making money. so always look at the business first. if u want asset. go buy real estate not stock

look at the business/product/service first. management second. any other thing third

bought some

im a fan of growth, but all growth stock will have a ceiling. once it hit ceiling i expect it to pay dividend aka'future dividend'

Ricky Yeo @godhand, dividend is not the most important element. Return is.

how do you gauge if a company is sincere ?

speakup

what proof do u have? why dont u blog with that content see what happen

By terminating MMC-Gamuda for the leftover works for MRT2, How could it benefit the new government in anyway.


Recession will be triggered right away

Gamuda can be considered as dai kor in the construction industry who feeds many subcons and suppliers underneath them. The timing cannot be anymore worse, as the whole sector already get hits in the balls hard as is.

By terminating MMC-GAMUDA, only china con will stand a chance

By inviting china construction companies to bid in this project, the government is forcing Gamuda to get out of its comfort zone where they need to bid very competitively for a razor thin margin to win the contract. This does not comply to Mahathir's intention to improve the local economy as the government is giving fat meat to outsiders. (Please note that there are many risks that can potentiallyhttps://cdn1.i3investor.com/cm/icon/spinner.gif happen in construction industry)

Compensation

By terminating mmc-gamuda, obviously the government has to pay LAD which amounts to a big amount considered the time wasted, set-up cost, stc.

Baseless Accusation

The government claim the projects are overvalued but they simplu cannot proof it. They hired minconsult as an independent consultant to evaluate gamuda's rate. Here comes the problem, You are asking small fish to evaluate a big fish/ leader of the industry. You have no experience in evaluating such work, not qualified and obviously u cant do shit to proof gamuda wrong when they want you to show them your cost.

Complexity of MRT2 works

If u think you can pluck off and re-attached these works like lego. Please note that as a new contractor taking over, u will need soil investigation data, structural data, etc. as these things are complicated as f***, they need time to study all the data and drawings and guess what there goes your time and money.

Conclusion

Often time i heard that Gamuda is a crony company. Maybe? Maybe not? My answer to you so what if they are as long as they can deliver their jobs within time, cost and quality constrain.

Gkent is a true crony stock. Company with no true substance other than their metering works but can secure big contract

Part of cash flow or not dividend is the most important element. U take it out of the equation your stock valuation will not be there

whatever that came out from him never made sense

it can also means future dividend

ricky

u are to pessimistic. sometimes u just need to look outside the numbers

any decrement in toll price has to be borne by the government. it will not affect ekovest

cscsteel at this price okay to buy what.

Thx for sharing

Actually that’s quite a good question. Why don’t u ask the pm himself. I would like to see how he answer

If their intention from the beginning is to rob, then nothing will ever make sense. Why do ppl be politician in Malaysia have u asked yourself this question