DUKE highway, a goose that lays GOLD eggs... LOL~~

PEx lesser than 5 n consistently earning... dont want buy a?

lol... forex gain also consider growth... huhu~~

all time HIGH

lol~ eps also calculate wrongly~~ should be 2c+ mah~~ lol ~

censof still got dnex meh??? walao~~

kyy?he unloaded long time ago la~~ LOL LOL

lol...OTB got call ekovest meh?

skliew, see the last page careful then u will find it :D

lol~~ super forex gain... gogogo~~ don't care just buy

wow~ Icon is now agree with the team here :D However, worth to be careful that whatever Icon said last time still valid... in term of EPS, upcoming quarter might not be giving beautiful number.

i think development in KL will remain resilient, so i have no concern over traffic growth for Duke highway... more traffic translates to higher value of this asset...

Management is monetizing Duke1+Duke2 by selling partial of it to EPF. To make juicier, i see no reason REIT IPO should be delayed too much... (but, we never know.) there's no sure-win in investment, so all logical assumptions should be judged fairly.

Please do not scold/accuse who is stupid/idiot unless you want to be like our i3 Godfather Mr. K~ Many will ask you go back and look at your track record... GLHF~

Icon, i think your points are all valid and real except one... the construction margin is not that high. The IPO of REIT is what i am looking for, hopefully it can be done by 20181H.

I will receive 28C of dividend(including special dividend), it equals to more than 10% of current price. As long as the share price doesn't collapse, this profit is good enough for me to hold for a year to wait for the upcoming development.

i just found that moneysifu has the same "tp" with me, 5b market cap in 3 years :)

Ricky, if Ekovest is increasing the market cap with profit, it is not possible. What about after duke3 is done and REIT got IPO? it shall boost up the NTA greatly. However, 10b in 5years still very blow cow la~~ Anyway, in long term, i believe it could achieve much better-than-expected growth, CAGR of 20% shouldn't be a big problem. :)

if it manage to achieve 5b market cap in 3 years, i would be more than happy. :)

http://klse.i3investor.com/servlets/pfs/70611.jsp
Should be this one.

hi MC, this is my porfolio.
http://klse.i3investor.com/servlets/pfs/70611share.jsp

Can my picks join this competition? I submitted to Tan's post but I think I was late. Tq

my stock picks below:
ekovest-wb - 30% @1.17
pohuat-wb - 15% @0.775
dnex - 15% @0.255
reach-wa - 5% @0.115
MSC - 25% @3.93
tmclife - 10% @0.955

thanks

Posted by mike90 > Dec 13, 2016 06:28 PM | Report Abuse

Another Tek Seng in the making.


oh NOOOOOOOO.....

disappointed, new episode not out yet...

money, dont have to be so kind to explain . we cannot control whatever ppl want to say or comment. Hope you don't waste so much time on this.

you and felicity articles saved me a lot of time to organize those info. this quarter result is simply fantastic! i will be great if there're "experts" want to cut loss since they are follower of 'golden rule'...

but, i don't understand why are you collecting warrant since there will be special dividend kicked in and warrant won't be entitled? how it（warrant) going to benefit from that?

qr out lo...8.9c

moneySIFU Please read the announcement properly, please try to identify what is the difference between disposal at open market AND private arrangement.

May be I overlooked, please help to point out for the good of public interest.


this was a DBT when share price was at 2.48. :)

lol... using EPS to value ekovest... GGWP :)

BetterTomorrow CREC everyone also can get. not big deal. but if one look at history, this famous operator, CBL will really corner it and push before share split like Layhong.

so another round of pushing before distribution lo...

moneySIFU, huat arrrrrrrrrrrrrrrrrrrrr

pro~ you tot all furniture from malaysia can be stomached by US a? lol~~ hevea major customer is not usa, also sell?

xuewen very good. I am convinced now it is a good stock. I will join the party tomorrow , target to buy at least 30k and keep for long term

what has changed? nothing has changed :D

who can tell me how much contract ekovest has now ar... =.='

On behalf of the Board of Directors of Ekovest ("Board"), CIMB Investment Bank Berhad (“CIMB”), Astramina Advisory Sdn Bhd (“Astramina”) and AmInvestment Bank Berhad (“AmInvestment”) wishes to announce that Nuzen, a wholly-owned subsidiary of Ekovest, had on 8 November 2016 entered into a conditional share sale agreement (“SSA”) with EPF for the disposal of:

(i) 3,440,400 ordinary shares of RM1.00 each in Kesturi, a wholly-owned subsidiary of Nuzen; and

(ii) 18,000,000 redeemable preference shares of RM1.00 each in Kesturi,

which represents 40% of the issued and paid-up share capital of Kesturi, for a total cash consideration of RM1,130.0 million, subject to the terms and conditions contained in the SSA.

In addition to the above, on behalf of the Board, CIMB, Astramina and AmInvestment wishes to announce that the Company proposes to undertake the following:

(i) proposed share split involving the subdivision of every two (2) existing ordinary shares of RM0.50 each into five (5) ordinary shares of RM0.20 each in Ekovest held on an entitlement date to be determined and announced later (“Proposed Share Split”); and

28c dividend!! OMG!!!

xuewen guys ,
wake up lah...
the current eutopia is created by the water fish epf sold cheap then buy back high 40% , that is rakyat money , do not there would be another water fish to buy the rest of the 60% at another high price. based on current data, it is already highly value with negative margin of safety at least for the coming 2 to 3 years
even though the eutopia does exist, the most is 6 sen per quarter for a period of 4 years, based on wealthwizard calculation , who is the strong and royal supporter of ekovest. what happen if this later turn out to be just a gimmick , then you run no chance


my question: why do you want to sell a goose that lays gold eggs?

then, you would ask me why sell 40% to Epf then?

ans: to lay more gooses that lay gold eggs with the cash they got from epf... keep your money rolling as well as yours...

hitnrun, next quarter result GOOD???

superb result, 6c+... BUY

soojinhou Thanks for sharing. Just a note on Cofco. Although China market is massive, instant noodle consumption is in terminal decline. Recent results from TingYi, the largest instant noodle maker in China is disappointing. Chinese are moving away from instant noodle in favor of healthier and more expensive alternatives like freshly prepared food as purchasing power and quality of life goes up. Also, China transition from an manufacturing based economy to a service based economy means less poor migrant workers, typically the biggest consumer of instant noodles. Having said that, organic imported instant noodles from Thong Guan are definitely a premium product and it may still be popular.


jinhou, tguan product is more popular and well accepted, because it is not a food product that "made in china"...

disposal of factory, one time off GAIN la~~

Posted by iambigshark > Oct 13, 2016 08:02 AM | Report Abuse

I am waiting for the qr results, it may not be good.

hitnrun said it is good, then it is good... dun wait liao

2 followind Stock Pick 2016 - followind 28,844.41 28.84%

i think GENETEC supposed to be at loss?? the share price become 1++ due to consolidation?

ewawa He said they provided good quality of solar panel, n the solar panel can produced more Walt compare to others brand, but the price of panel is expensive, the price to get the panel here can get 3 from china..

ewawa, if TS supplied to USA then no issue. they got anti-dumping policy, so low price from china got minimal effect...

Posted by Icon8 > Sep 25, 2016 11:00 PM | Report Abuse

EPF already paid for Duke? If WZ Satu can cancel Silk Highway purchase why not EPF?
http://www.thestar.com.my/business/business-news/2016/09/24/wz-satu-aborts-plan-to-buy-silk-highway/


please go n check how much wzsatu has la~~ can they afford another 260m debt? EPF? they got billions... nak buy many cincin also no problem

Problem is the opposition arguing now, not sure if it will really go through anot, if bising lound enough might get cancelled.

how? sign contract sudah. who is gonna pay if break the contract? opposition?

nickyesh I just regret to buy this counter ><
22/09/2016 21:25


sell la

btw, i dunknw how you guys count duke3 is free leh? can teach teach??

their net debt is ~1500m, EPF kasi 1100m, left net debt 400m lo~

Duke3 is funded with sukuk mah~~ that one got cost de, cannot say it is free... but ekovest got other asset, those consider free gifts if you buy duke1+duke2 at current price lo~~ when duke2 is completed, value of duke1+duke2 will increase.... duke1 alone, 1year revenue 100m with profit of 80m++, 80% of revenue, where to find ar?

paperplane, the 40% sold to epf is including duke1+duke2 mah~

it meant that they own 60% of 2.8b which is 1.6b lo

market cap of ekovest = 1.6b
market value of DUKE1+DUKE2 = 1.6b
the money you pay to buy the share today is used to buy the duke1+duke2, then you get the value of their PPE+land of investment+receivable+other asset(excluding DUKE1+DUKE2)... you will also get awarded from the profit generated from DUKE3...

do remember that, the value of DUKE1+DUKE2 will go further DUKE2 is officially done ... Do not judge this counter with PE...

only worth 1.1b ar? hmmm

it has been a main income for dnex for long... it won't help to push up the net profit... but still good news anyway