kakashi

kakashi | Joined since 2013-07-18

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Stock

2020-03-12 14:06 | Report Abuse

flintstones, this company gross profit margin is 20-25%, stable income from rental of its shop in amanjaya bus terminal.
Now its opening in Kampar. and soon in Bidor. All buses in the city must go thru that terminal. Its a good business model
Setback is with this virus and oil price.

TKSW, are you serious? Buy signal emerge? Tell me, from Technical or fundamental? I just told u all the fundamental reason. Technical reason => Already break support level, RSI already going into the oversold region.

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2020-03-12 10:38 | Report Abuse

foreign fund will continue to sell from Malaysia cos oil price drop so bad, Malaysia economy is always reliant on oil. The price war will continue until next OPEC meeting. Assuming $35 USD per barrel, that means our national budget is already half cos we plan our budget at 60-70USD per barrel. our pintu belakang government will slash spending d, budget tak cukup. Unless Kunan help give $$

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2020-03-12 10:33 | Report Abuse

We haven't even go thru the first bad Quarter report, still got 2nd bad quarter report, u already start to buy? come one

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2020-03-12 10:18 | Report Abuse

Guys, this is only going to get worst. When the new Kampar terminal come up, if ppl can afford, they wont take bus because of the covid virus. in fact, if you ask yourself, will u go to a bus terminal? you wont even hang out there. So you wont go to their cinema, stalls to hang out or hotel.
Then like I say, the petrol factor comes in.
I sincerely do think its a whammy.
BUT, I like this stock, I will be in Sept Oct time frame but if things got worst, maybe only next year buy

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2020-03-12 10:13 | Report Abuse

Guys, seriously, this is only the beginning. Report already predicted 20-30% revenue cut. So lets say we maintain the same PE, 30% from RM5 = RM3.5
Most likely it will hit RM3.5 by Q3 this year

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2020-03-11 14:52 | Report Abuse

Good news is with the hospital closure in China, it means virus is contained within 2 months of its peak. So worldwide is peaking now, assuming 2 months as well (take note not all countries are as brutal/effective/controlling as China). Meaning virus globally should be contained by MAy. so 1H2020, kaput d, will be reflected in Aug financial report. In between, will have technical rebound.
One good example is Sapura Kencana. before report out, it actually went as high as RM1.7. But when it start to declare its huge losses, its price dive down until now. So the point is, don't downplay its financial report. before that price might go up, but when it declare bad results, all hell break loose.
So target still SEpt 2020 to go in.

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2020-03-10 23:03 | Report Abuse

Good luck oretama

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2020-03-10 20:47 | Report Abuse

Oretama, genting going to make losses, so genting close down? Niceee…..
Tenaga got 1 quarter make losses, so TEnaga close down? Niceee…..

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2020-03-10 20:35 | Report Abuse

now is not the time to buy yet. Sell and run with your cash to invest at end of the year.
You see, in 2014 when oil price hit to 30 USD/barrel, economy almost like a standstill. Bank gets hit because their loan impairment to O&G companies. Also low interest rates means banks will earn less. When banking gets hit, its a sign economy is not good.
Then u add this with the Covid19 virus that brought company production to a standstill. China only starting to ramp up again. But now worldwide is spreading fast. Penang just started. Once escalated in Penang, we will be required to work from home, which is very non productive, especially Penang is a manufacturing hub. That's why this virus will impact electronic sectors.
Then all entertainment, transportation, outlets, etc will get hit.
Not need to mention genting arena. Who is going to go there? Nobody will arrange a concert at this time.

Not only virus is impacting consumer spending, many ppl who work in O&G will be out of job (my friend lsot his job in 2014 and asking me for any job in electronic sector). Then goes the property sector. The low interest rate might attract some property buyer but they will only buy when necessary

If my evaluation is correct, May financial report for Q1 will be bad across the board and we will move into recession. Q2 is also expecting to be bad.
2 quarters of decline growth is technically a recession.

So, are we heading into a recession?

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2020-03-10 20:30 | Report Abuse

now is not the time to buy yet. Sell and run with your cash to invest at end of the year.
You see, in 2014 when oil price hit to 30 USD/barrel, economy almost like a standstill. Bank gets hit because their loan impairment to O&G companies. Also low interest rates means banks will earn less. When banking gets hit, its a sign economy is not good.
Then u add this with the Covid19 virus that brought company production to a standstill. China only starting to ramp up again. But now worldwide is spreading fast. Penang just started. Once escalated in Penang, we will be required to work from home, which is very non productive, especially Penang is a manufacturing hub. That's why this virus will impact electronic sectors.
Then all entertainment, transportation, outlets, etc will get hit.
Perak transit hotel, bowling, bus terminals, etc. Most likely people are going to take car instead of bus.
Also perak transit running petrol stations. Low oil price means petrol stations making losses cos they have to sell to people at cheaper price.

If my evaluation is correct, May financial report for Q1 will be bad across the board and we will move into recession. Q2 is also expecting to be bad.
2 quarters of decline growth is technically a recession.

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2020-03-10 17:12 | Report Abuse

King spartan...I like your post. I might think even August report will be bad. Thinking to enter around Sept this year

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2020-03-09 17:13 | Report Abuse

I hope im smart enough to time in again

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2020-03-09 15:51 | Report Abuse

My average IRS rm5. Sold 4 53

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2020-03-09 15:50 | Report Abuse

So maybe Aug 2020 is the right time to buy stock. Oil n gas.. airline.. tourism.. electronic chip maker.. all impacted. Didn't know it get so bad. Crazy

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2020-03-09 15:49 | Report Abuse

Guys. I sold 4.53
My take is this. My company supply chain is affected. We had trouble meeting customer orders. This resulted in slow down
Oil price drop so sharply. Remember what happen 4 years ago when oil dip to below 40usd per barrel? Bank earning got impacted cos they can't get their money back from oil n gas customers
I think Europe n US n Malaysia infected numbers n death will continue to rise. 3% fatality rate.
When u going to go genting again? Tomorrow? June?
Let say China virus slow down.. that's means world virus spread will slow down in June. Q1 Q2 result will be extremely bad

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2020-03-06 20:04 | Report Abuse

Confidently break 0.30

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2020-03-05 17:58 | Report Abuse

So got valuation call price to book value. P/BV

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2020-03-05 17:58 | Report Abuse

Share price is partly influenced by NTA. Because if they liquidate the company.. they will receive the amount of money equivalent to the NTA cos it's tangible asset

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2020-03-03 22:35 | Report Abuse

PAS can't do much. PH have half of the MP. If they claim it's 114 MP.. so PH have more. PAS influence its probably min. What they can influence is on the state where they r the MB which can't influence genting at all.
Real threat is actually the virus

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2020-03-03 19:53 | Report Abuse

Will technical rebound to 5.5 5.8 I think

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2020-03-02 23:49 | Report Abuse

Jeffrey..apa u cakap. What cannot rescue
They need to boost economy. Lower interest rate.. buying bonds..etc
Sentiment is negative. Fundamental will ensure the price is adjusted to the right value eventually. That's the beauty of market

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2020-03-02 22:19 | Report Abuse

Please don't follow the link that I share above, sorry about that. first glance didn't seems accurate

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2020-03-02 22:19 | Report Abuse

I didn't do a real study on the PE chart but seems like not really accurate.

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2020-03-02 22:14 | Report Abuse

ah bah, we are already cut by the falling knives. My average is RM5.07, still being cut.

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2020-03-02 22:13 | Report Abuse

Can someone go register and check 10 years chart and see which PE is the lowest in 10 years?

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2020-03-02 22:11 | Report Abuse

I think Q1 report in May will be very ugly. That time will probably drop a lot. between now and then, MAYBE it might hit RM6 again. But I think hitting RM3 is still quite rare.
We shouldn't compare previous years price, we can only compare PE because the earnings and revenue differs over time.

I look at 5 years chart, current PE is definitely the lowest in 5 years. Highest hit 48 in early 2016, mid 2018, early 2019. you can check out in the link below, if you register and sign in, you can see 10 years and more ! Then we can really gauge the PE historical movement.
In a nutshell, now is the lowest PE in 5 years and historically, it swing between PE 9.3 (price at RM4.88) until PE 48 !!

We are at bottom price guys if anyone buys at RM4.88.

https://ycharts.com/companies/GEBHY/pe_ratio

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2020-03-02 19:11 | Report Abuse

10 lots is very little right? Less than rm5k

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2020-03-02 18:02 | Report Abuse

My average exactly at rm5
Bought 5.2 and 4.92

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2020-03-02 17:48 | Report Abuse

Wah..RM3??? Recession hit 3.8.
Now is worst?

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2020-03-02 14:57 | Report Abuse

wah, Rain T, u average price how much?

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2020-03-02 14:56 | Report Abuse

why 330pm?

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2020-02-28 09:58 | Report Abuse

Gone case

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2020-02-26 17:28 | Report Abuse

Political n stimulus good news soon. I think will have technical rebound

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2020-02-22 12:37 | Report Abuse

Bought 5.47
Still got bullets to top up if needed

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2020-01-29 17:33 | Report Abuse

Don't buy now. This will impact genting for 1 year

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2019-11-05 10:23 | Report Abuse

235 is support. Broken will go down to 220

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2019-11-01 04:28 | Report Abuse

Hahaha.. hahaha...
Beginning nia..

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2019-10-17 10:42 | Report Abuse

Volume is in d
N price up
Good technical sign

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2019-09-04 23:28 | Report Abuse

I think will test 0.25- 0.285

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2019-09-04 18:18 | Report Abuse

Congrats guys. More to come

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2019-08-21 18:28 | Report Abuse

0.219 holding

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2019-08-02 00:44 | Report Abuse

Aiyo.. who still here with me ?

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2019-07-02 20:53 | Report Abuse

7300... I'm a value investor. I do fundamental analysis. Use technical to buy in

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2019-06-28 23:51 | Report Abuse

7300.. stop talking n just buy la. Secretly buy also can

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2019-06-28 13:55 | Report Abuse

2020 earnings will kick in

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2019-06-27 19:56 | Report Abuse

7300.. stop talking n start buying