look at the comment i know many of you cannot understand the announcement. omg

it looks good for share price on tml but long term wise what are the rationale behind such move? Anyone?

that is an old news bro

The increase in FYE2017 revenue from the property
development division is mainly due to the recognition of
unbilled sales from the EkoCheras and EkoTitiwangsa
development project. Moving forward, we are also expecting
for the remaining RM447.3 million of unbilled sales to be
recognised, as and when we achieve the construction
percentage of completion

if the deal is on i hope it is cash but no iwc shares.. and if they are going to dispose entire property business, the amount could be huge isn't it since they have huge unbilled sales too

ooihk can share the article?

how is the risk profile of the borrowing sme? Does the provider did any risk assessment? What credit rating or grade?

ah di comment used to be sensible, but this time it is bias and narrow minded.

i do not see any material litigation about ekocheras on annual report. kindly provide more information on this.

it is not the first time for such cases to happen but obviously nothing was given from sc side.

The 6.2b order book of Gkent said by director in the new was totally misleading & incorrect.

All merchant banks also said the same thing, 6.2bil order book, it should be RM1.97bil only!

when Jay said about it, I still didn't get it, but I knew he was talking about the order book. But when wangge commented, I knew I was wrong.



hi wealthwizard, i still cannot get it. why is that 6.2b wll become 1.97b, kindly elaborate. thank u so much

it is great thank you so much

why focus on share price lets talk about the business? and seriously if u think the figure is not good u really need to learn how to read report. dividend, eps, net profit and so on... i rest my case here. happy holiday guys

market is not about monday, tuesday, wednesday, thursday or friday lol . who cares if it gap down on monday long term shareholder know the business is more important because "

ïn the short run stock market is a voting machine, in the long run it is a weighing machine.

thank you

people who said not good better learn how to study quarter result lol

7pm don worry haha

Posted by apolloang > Jul 23, 2017 11:30 PM | Report Abuse

12.7 bil order book not profit. 12.7bil asumming 5% profit for the next few years not in a year. so in a few years make 600mil,it is fully valued at this price unless the 12.7bil order book will be completed in a year then that is a different story


this shows that you haven done your due diligence. Why so desperate to comment?

nice one i have to say

i think ekovest is not high risk, in contrast it is safe investment

i know i am late but i have interest to take part lol is it still available?

SAB too has different business just like tdm and thus their valuation is not as high. Perhaps can try to better evaluate with SOTP method

lol of course people have gone through intensive valuation of the project and comes to a IRR which they deemed suitable for them, we got no information on hand and not all including myself can do the valuation. Looks at ekovest sell of duke highway to EPF, they got their valuer too before they acquire the highway, who are we without any information to doubt them?How can i tell if that is an overpaid by epf? If you are not comfortable might as well move on there is nothing wrong. If we are to invest, isn't it we should trust the management in the first place? When we invest we entrusted our hard earn money to the company and hoping that they will do something that bring values to us. On the other hand you might find those company which you feel comfortable.

of course looking at the business is part of FA. Let's take Jaks as scenario.

Personally i think jaks is good investment from business point of view, of course they have their challenge especially on their evolve mall, but given the IPP project they are having, (strong china partner with successful record even in Vietnam, coal supply contract secure, government guarantee), i believe they can do well. Of course not all people look at this the same way, you might argue that the required rate of return doesn't match your appetite and that is totally acceptable. Same thing happened to another case which i found out when i read felicity blog, he mentioned that he is not comfortable with Inari dependent on single customers, so he skipped the stock but the stock performs so well throughout this few years! Does it mean felicity is not good, or Inari is not good? This is just different point of view. We should be more open-minded and think rational because it is a business we are talking. For me everything must come into a picture, not just looking at business, or past figures, or must buy below pe of 10, or etc etc rules.

"what business sense is, is difficult to teach.....but it is easier to say what business sense is not.....business sense is not a set of formulas, ........"

I agree with what stockmanmy said, since we all agreed behind every stock is business, what makes you think that why the founder first started the business? Do you think everyone of them has a set of figures for them to judge? It all comes from what they know about the industry as well as their business sense.

there is not guarantee of profit by investing on business sense, same goes to the very subjective valuation thingy or bla bla bla magic formula. The combination of two yields better result. Figures anyhow cannot tell you the future but it could be a good gauge for one to look into the past of a company. in fact there is nothing much to argue, if anyone insists on his own way and still making money, who are us to condemn their method?

explanation has been given, but clearly can see that adam khoo dont know how to read that lol

please check for fact first lol

On behalf of Yong Tai Berhad (Yong Tai or the Company), we would like to clarify that SV International (SVI) is not a major shareholder in Yong Tai neither did the Company and its major shareholders have sold their stake to the latter.

Please be informed that Yong Tai had recently completed its private placement with an oversubscription rate of 1.96 times and placed out the 70 million new shares to reliable and renowned institutional investors.

Apart from that, Yong Tai has not done any business transaction with SVI for its property development particularly the Impression City and Impression Melaka projects too.

The rumour of SVI become the major shareholder of Yong Tai is not true.

look at the financial figure, as well as the business nature, i dont see why this is not a good company to invest. Valuation wise, deeply undervalued.

lol. everybody else said this will not be any funnier than calvin tan said it. Calvin tan, who direct sales those shares he had bought, say KYY starting his ponzi scheme in jaks and sendai. lollllll

i am interested on what rate you are using in calculating the dcf. kindly let me know all the details of calculation if ok. thank you so much

your required rate of return could be subjective compare to the company required rate of return as the company has difference stance? What is the IRR norm for coal-based power plant in Vietnam? I am sure they have done their research prior that. For the risks mentioned, i think the management has addressed well through their meeting with PBB analyst. Of course there are still some assumption but that is what business is afterall.

to curb my overconfidence on ekovest, i hope someone could bash me down with why they think ekovest is not good. thanks

can i ask where did u get the information for Philippine operations

it is not hard to spot insider trading in fact, it is just so damn many cases happened

lol i don own the share, what i am saying is reflecting the current stock investment landscape in malaysia.

insider trading is so sick but still retail investors have to live with it. This is like the rules of life even though i hate it so much. Afterall what can we do and what the authority will do? After so many years of shit

lol tksw why are you trying to put money game and stock investment as comparison? Everyone who has financial knowledge could easily differentiate it, you are trying to ridicule yourself?? What i am trying to stress over here is why don't us focus more on the company business instead, to see whether the company worth for invest?

The worst is bigwater and the cursing,so much hatred on the old man? Don't bring your agenda here pls help to make this place a better investment community.

sometimes i just wonder, KYY did mention in every of his article that he does not need anyone to buy the share and support. So what is everyone's problem here? If you buy then you buy at your own risk right? Even if KYY has bad intention you still are the one who should be responsible for your decision ma. Analyst can change their stance overnight are you going to complain to SC for that particular analyst trying to con you and sell you his/her share after the report?? Furthermore, Jaks is indeed proving a plan on how they going to conduct the IPP project right? Everyone is busy talking about some fantasy conspiration but nobody cares to analyse the business and its ongoing prospect. Common sense is not so common when it comes to investment

proprietary trading has to be licensed. not everyone can join the league and of course, not everyone get the chances to get in

personally i got a friend did this before but it doesnt end well for my friend. Not to pour cold water but it is not suggest to do so. FYI a great trader do not have to trade everyday as they know when to seize the opportunity and that once profit can sustain them for some times. Talk about contra i can confirm with you more than 90% of people screw up big !!! Afterall, time is always your best friend when it comes to investing. So, be wise and invest

"
stockraider Must not look down on people making an honest living like KC loh..!!

Whats wrong leh ?? He is one of the best value investor...raider have encountered loh....!!

His investment method using value investment is very sound as compare to manipulator like KYY loh.....!!"


Kc see the value through past figures while Kyy see the value through business and future growth.

Stockraider point of view is pure shallow.

a lot of people trying to make sense of something which they do not even clear. Common sense no longer common nowadays. Please read and understand the deal before comment further.

http://cdn1.i3investor.com/my/files/dfgs88n/2017/01/10/1485732558--695101107.pdf

lol lol lol

Leveraging is everywhere, it is even more when comes to property investment. So should we ditch mortgage loan? We are living in a capital market, understand the tools first before you use is the key afterall. In fact the product of share margin financing are getting less riskier than last time in terms of limit given and pledged share limitation. Of course, you will only know if you try to understand more.

good stock

the quarter result only do the comparison between quarter but never mentioned why the drop? Can investor complain to SC? sounds like a fishy company

i always stayed fully invest, 2016 i add on Padini and some off some export-oriented stocks. Nothing much changes on my portfolio. Never expect V.s is not performing after all

if i am have greater confident on other stock that can perform well i will sell off V.S and go for it. If not i will just hold on it. 2016 wasn't a good year for my investment return, hopefully i am not making losses when i do a recap next week.

if one is to look at current quarter of course it is not good, but if u look in longer term it should be good, barring any unforeseen circumstances. Of course, it is about opportunity cost in investment.