Followers
0
Following
0
Blog Posts
0
Threads
402
Blogs
Threads
Portfolio
Follower
Following
2016-08-16 12:39 | Report Abuse
davidkkw79, Ho Hup used to partly own the land. Ho Hup is now entitled for 18% of GDV in cash without incurring any development cost!
2016-08-15 10:51 | Report Abuse
Ho Hup's earnings has been rather consistent at about 5 cnts EPS each quarter for past 5 quarters. Given its healthy order books and steady progress at Pavillion Bukit Jalil, I think it's safe to assume its earnings will remain consistent / or even grow higher in future.
2016-08-12 16:19 | Report Abuse
Therefore should park ur money at Taliwork, more than 5% yield at current price :)
2016-08-12 16:15 | Report Abuse
Q2 GDP growth slowed down again at 4%.. Chances of another round interest rates cut are higher now. Dividend yield play will move Taliwork higher in near term. Stay steady :)
2016-08-12 14:54 | Report Abuse
Accumulation started since partnership with EPF was announced in May. I wont be surprised if EPF itself / other unit trust funds are accumulating given its defensive biz nature & attractive yield.
2016-08-11 14:43 | Report Abuse
Yes it's good for "dividend yield investing". 5% dividend yield + >10% capital appreciation by year end should not be a problem :)
2016-08-09 17:12 | Report Abuse
It has been in consolidation since May, should end soon..
2016-08-09 14:55 | Report Abuse
I have posted the link above :)
it's a rock solid counter backed by EPF. You can definitely invest most of your retirement fund and enjoy the steady returns :)
2016-08-09 11:09 | Report Abuse
Dividend for FY2015 is 0.5 cent, 100% increase if compared against FY2014 dividend of 0.25 cent. Dividend payout was doubled even though the company was determined to repay the long term loans earlier than required.
IMO the management has clearly demonstrated their intention to reward the shareholders. Let's be patience and wait for another 2 - 3 weeks :)
2016-08-08 14:40 | Report Abuse
No doubt Duterte's hard stance against druglords could reduce the number of high rollers, but RGB's expertise is in slot machine, which I think target mass market. So I dont think RGB will be affected.
2016-08-05 11:06 | Report Abuse
CIMB Research starts coverage of Taliworks, target price RM1.75
http://www.thestar.com.my/business/business-news/2016/07/01/cimb-research-starts-coverage-of-taliworks/
2016-08-05 10:32 | Report Abuse
Seems like steady buyers on board, not many contra selling. 19 - 20c not far away :)
2016-07-26 12:03 | Report Abuse
The soon to be released quarterly report will reflect a brand new and exciting Taliwork in term of :-
i) Exit from loss making China venture - Taliwork will book one off gain and reduced gearing, hence save on finance cost.
ii) Acquisition of SWM is earning accretive, provides steady earning growth in future quarters.
iii) Management has promised 75% dividend payout policy and expect this year payout is at least on par with last year (8 cnts / 5+% dividend yield at current price).
iv) One of the beneficiaries of water restructuring exercise by government.
2016-07-20 10:45 | Report Abuse
“The gaming industry in Philippines should have the best performance ever in the second quarter ended in June as more gamblers are leaving Macau amid its stricter gaming regulation,” said CLSA Ltd. analyst Marcus Liu Tuesday. The large investment “underscores Okada’s commitment and confidence in the Philippines’ gaming market,” he said.
http://www.theedgemarkets.com/my/article/tycoon-okada%E2%80%99s-universal-wages-biggest-bet-manila-casino
Hold tight :)
2016-07-13 16:40 | Report Abuse
We are no longer under BLR regime.. I think OPR cut does not necessarily will result in cheaper interest rates.
2016-06-28 23:21 | Report Abuse
The prospect is really challenging given that the anti dumping duty on China's product has expired and uncertainty caused by Brexit.
2016-04-26 15:43 | Report Abuse
Most of the share market players aka gamblers.
2016-04-18 17:13 | Report Abuse
Yea a lot patience needed in this counter due to portfolio reshuffling by EPF
2016-03-30 12:28 | Report Abuse
YiStock is trying to provide earning guidance for coming quarters. Gkent has huge project on hand and no doubt could clinch more. But that doesnt guarantee earning will rise non stop quarter to quarter due to time lapse. One needs to understand what work in progress mean in accounting. It's not a concern for genuine investor who see the value in long term though.
2016-03-30 08:20 | Report Abuse
Agree with YiStock, the explosive earning should come to tail end already while waiting to kick off next project. You will understand YiStock if you are an accountant.
2016-03-28 09:50 | Report Abuse
Yea RGB has been generating 30m FCF for the past 3 years already, cash yield of >10%, this is no easy feat
2016-03-03 15:24 | Report Abuse
This is one of the best counters to park your money with decent yield if one is having bearish outlook and wish to stay sideline. EPF has been accumulating since months ago.
2016-02-15 14:53 | Report Abuse
The latest edition of Thedge weekly has the sales chart in one of the articles.
2016-02-15 10:47 | Report Abuse
Mercedes sold 900 cars in Jan 2016 :)
2016-01-14 12:04 | Report Abuse
Mitra is well supported, risk and reward ratio is very good at current price. Just hold and wait for the moment, should be coming soon ;)
2016-01-11 09:50 | Report Abuse
With or without the dividend income, CCB should be able to deliver RM10+m profit / 10c EPS per quarter. Dividend income is bonus :)
2015-12-30 23:05 | Report Abuse
Do take note that there was RM11.2m one off dividend income received in June 2015. No doubt the brand is on fire now and CCB should have better time ahead, but current valuation is not as low as it seems.
2015-11-26 14:44 | Report Abuse
Suncon, hundred millions is tender book.
2015-11-05 15:48 | Report Abuse
Seems like Cup with Handle fail to materialize?
2015-11-03 10:30 | Report Abuse
Stop there dont know what to do? It's obvious 'they' are testing your patience with the intention to accumulate more at lower price ;)
2015-11-02 12:13 | Report Abuse
IMO it doesn't really matter what is the sales of Capital City as Gadang is entitled to % of the GDV up to RM300m. As long as the construction is progressing, Gadang will receive cash. Gadang need not to bear unsold units. Worst case scenario is construction progress slowed down.
PS: This is similar to HoHup's deal with Malton on Pavillion 2 project. Watch out for another gem in the making :)
2015-11-02 11:49 | Report Abuse
Immediate resistance is at RM2, guys don't short change yourself :)
2015-11-02 11:45 | Report Abuse
issuing free warrant? The boss is smart, annoucing good news one by one :D
2015-10-30 15:34 | Report Abuse
Agree, you should make your buy sell decision based on certain basis, definitely not because of sifus. This weekend spend some time on Kc's articles http://klse.i3investor.com/blogs/kcchongnz/blidx.jsp
2015-10-30 15:15 | Report Abuse
Looking good to challenge its all time high of 2.00 :D
2015-10-30 10:00 | Report Abuse
It's signalling a new up trend as long as it stays above 1.50 within next few days. Again it's normal to have selling pressure since it was up all the way from 1.20. Let's be patience and wait the weak players have their appetizer first, we eat main course :)
2015-10-30 09:36 | Report Abuse
Why must a share gains 30% a day only considered as good?
2015-10-30 08:55 | Report Abuse
The latest RM800m order book should hav included the new contract from RAPID, as it was reported as significant subsequent event (Note A11) already. Anyway, let's not focus too much on the order book figures, as it will be the property division that drives Gadang forward in coming years.
As Capital City is bearing fruit, watch out for the Cyberjaya project which just commenced beginning this year :)
2015-10-29 17:45 | Report Abuse
Capital 21 bearing fruit! Property division PBT of RM16m (Q1) is already 40% of last full financial year of RM39m. How can this year not be excellent again? :D
2015-10-29 16:28 | Report Abuse
Hopefully some genuine investors are behind this upleg, just like how EPF emerge in Mitrajaya and push it sky high :)
2015-10-27 17:16 | Report Abuse
Gadang has been trading under the downtrend line for more than a year, it's understandable that many investors / traders choose to ignore its fundamental due to frustration. But the wait is soon over for the patience investors ;)
2015-10-26 16:56 | Report Abuse
600000/200000000 is 0.3%, that's perfectly normal. furthermore Gadang has been on recovering since 1.20 lvl few weeks back, it's normal for trader sell now for 20+% gain.
2015-10-26 10:19 | Report Abuse
Slowly but surely, it's plain for everyone to see - increasing profit and dividend couple with health balance sheet :)
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=G&source=M&securityCode=9261
Stock: [HOHUP]: HO HUP CONSTRUCTION COMPANY
2016-08-16 16:02 | Report Abuse
Warming up for the good quarterly result? :D