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2018-10-16 11:55 | Report Abuse
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
2018-10-16 11:38 | Report Abuse
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
2018-10-16 11:35 | Report Abuse
parkson so called nta is what? leaselands? lease buildings? what else?
to me its just toxic asset
2018-10-16 11:28 | Report Abuse
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.
2018-10-16 11:25 | Report Abuse
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
2018-10-16 10:15 | Report Abuse
look at the business/product/service first. management second. any other thing third
2018-10-16 09:15 | Report Abuse
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'
2018-10-16 08:44 | Report Abuse
Ricky Yeo @godhand, dividend is not the most important element. Return is.
how do you gauge if a company is sincere ?
2018-10-15 16:52 | Report Abuse
speakup
what proof do u have? why dont u blog with that content see what happen
2018-10-15 16:35 | Report Abuse
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.
2018-10-15 13:53 | Report Abuse
Gkent is a true crony stock. Company with no true substance other than their metering works but can secure big contract
2018-10-15 13:44 | Report Abuse
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
2018-10-15 12:17 | Report Abuse
whatever that came out from him never made sense
2018-10-15 10:39 | Report Abuse
ricky
u are to pessimistic. sometimes u just need to look outside the numbers
2018-10-15 09:22 | Report Abuse
any decrement in toll price has to be borne by the government. it will not affect ekovest
Blog: CSCSteel - The Flat Steel Stock That Is Stable, Cash Rich & Now A Great Value Buy (Calvin Tan)
2018-10-15 09:02 | Report Abuse
cscsteel at this price okay to buy what.
2018-10-13 20:12 | Report Abuse
Thx for sharing
2018-10-13 13:34 | Report Abuse
Actually that’s quite a good question. Why don’t u ask the pm himself. I would like to see how he answer
2018-10-13 13:28 | Report Abuse
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
2018-10-13 13:15 | Report Abuse
Probability
It’s cronies salary u are talking about. Do u think it’s possible. Think From a political stand
2018-10-13 11:49 | Report Abuse
only time will tell. a tiger can try as hard to conceal its stripe but that doesnt mean the stripe is not there
2018-10-13 11:29 | Report Abuse
Don’t know how an industry work can talk3talk4. Like that also shiok meh
2018-10-13 11:25 | Report Abuse
U shud understand how government works by now. It’s essential to pay that much to retain cronies loyalty. Crony will always be there just that it serves different master. U think mahathir don’t favour cronyism. He need it to retain power. Your so called new malaysia is an illusion from the start
2018-10-13 11:17 | Report Abuse
If the margin is not right no one in the right mind will take the risk. Material inflation, lack of cheap labour, lad, weather risk, material shortage
2018-10-13 11:13 | Report Abuse
If u think construction is so simple there wouldn’t be so many subcons. In mrt case more than 100 easily. For a 15bil project I will need close to 1b performance bond. How many player has that kind of cash
2018-10-13 11:05 | Report Abuse
Sjwee u are an idiot with0 construction knowledge
2018-10-12 22:51 | Report Abuse
Posted by probability > Oct 12, 2018 09:22 PM | Report Abuse
Tony Pua's oxford educated brain cells exists to hate & attack BN cronies only...
too bad its due to years of conditioning under opposition...hardwired already..cannot change...
he can only focus on that
he seems unable to tap his Oxford knowledge on Economics, to think out of the box to save Malaysia...
u will be stupid once u become politician. that unavoidable
2018-10-12 16:16 | Report Abuse
mahathir is slowly plucking out these umno leechers one by one to strengthen his position. MMC has a lot of leeches
2018-10-12 16:11 | Report Abuse
im sure has a lot of leecher inside. if the cronies still side with the old government they will be doomed
2018-10-12 16:08 | Report Abuse
Posted by Gambit_Baboon > Oct 12, 2018 04:01 PM | Report Abuse
But Tun M certainly wants some heads in Gamuda to be chopped and served to him on a silver platter...cut off all UMNO MCA blood supply...
not gamuda but mmc
2018-10-12 15:51 | Report Abuse
anyone here knows how to buy china stock
2018-10-12 14:07 | Report Abuse
Knowing mahathir even if the process of transition can be done( even though I know it makes no sense in time and cost), mahathir would never award project to China if it can be done by locals
2018-10-12 14:02 | Report Abuse
If it’s true mahathir is manipulating the market he and co would have load gamuda share at its weakness. As well as receiving additional incentive from gamuda.
2018-10-12 13:47 | Report Abuse
If this is not monkey show I quit bursa for good. Gamuda will get back the contract
2018-10-12 11:11 | Report Abuse
he is right dividend can only be issued if there is positive cashflow, operating profit.
2018-10-12 09:46 | Report Abuse
this proofs that the market still has a bit of sanity. gamuda didnt drop below 5m market capilization
2018-10-11 17:06 | Report Abuse
Too optimistic sure lose money my friend
2018-10-11 16:58 | Report Abuse
its a monkey show la. government want lower contract but contract already sign so how?
2018-10-11 16:07 | Report Abuse
already in pocket brother
2018-10-11 15:49 | Report Abuse
u keep saying gamuda corrupt la cronies la. but what about their competence, have they ever failed to deliver their projects on time?
2018-10-11 15:45 | Report Abuse
apollo epf is the largest shareholders leh. epf = ppl money
Blog: How can this be considered be abuse when it is an objective view on parkson.
2018-10-16 12:04 | Report Abuse
parkson asset toxic la.