lcng123

lcng123 | Joined since 2012-07-25

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1 day ago | Report Abuse

No power to move up. Need excellent QR and new projects to boost the share price

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1 week ago | Report Abuse

Hexza other investment 330.249mil + cash 35.845mil total = 366.094mil eq. RM1.82/share against current price RM1.04

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1 week ago | Report Abuse

SKPRes and VS better QoQ result, will MTAG Q4 result be good ?

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1 week ago | Report Abuse

Danco profit hit new high record every year

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2 weeks ago | Report Abuse

Let's see the coming quarters result on construction sector

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2 weeks ago | Report Abuse

If you look at the construction segment result every quarter, it not much contribute to the overall profit of the company, even sometimes present loss when the more revenue of construction recognised

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2 weeks ago | Report Abuse

QR to be announced soon and expected better result

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2 weeks ago | Report Abuse

What I concerned is capital gain rather than dividend. I don't care how much the dividend payout, as well as company can generate more solid profit and cash every quarter and the net cash rapidly increase. Strong healthy balance sheet will reflect in share price

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3 weeks ago | Report Abuse

Fajar engine slow down after ex dividend

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3 weeks ago | Report Abuse

@bryan2003, agreed with you. KSL property development profit before tax margin around 40%

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3 weeks ago | Report Abuse

KSL never sell the land, only develop the land. And KSL is planing with JV to build DC near future

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3 weeks ago | Report Abuse

KSL strong uptrend now

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3 weeks ago | Report Abuse

@raymondroy, if you wanna know whether the management is cooking the book, just calculate the trade receivable and revenue of company. As at 20Q4, AR=89.489mil. As at 21Q4, Rev=457.566mil and AR=187.976mil, money collected in 2021=89.489+457.566mil-187.976mil=359.079mil. As at 22Q4, Rev=574.999mil and AR=144.078mil, money collected in 2022=187.976mil+574.999mil-144.078mil=618.897mil. As at 23Q4, Rev=1,140.637mil and AR=263.686mil, money collected in 2023=144.078mil+1,140.637mil-263.686mil=1,021.029mil. As at 24Q1, Rev=328.259mil and AR=465.151mil, the money collected in 24Q1=263.686mil+328.259mil-465.151mil=126.794mil. So from 2021-2024Q1, total revenue=2,501.461mil and total money collected from customers=2,125.799mil about 85% of total sales has received from customer during this period. Do you think the management is cooking the book ?

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3 weeks ago | Report Abuse

I have been followed Fajar for many years before starting the 1st property project in Sentul and in Australia and involved in log timber business. If you study Fajar last few years QR, you will notice that without earnings contribution from Rica Residence in Sentul, Gardenhill and Paragon in Melbourne, log timber and now Vierra Residence in Kinrara, Fajar QR is disappointed. Vierra Residence still can contribute to Fajar QR for a couple of years but it will be ended one day. Property Development can make money but not construction

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3 weeks ago | Report Abuse

Fajar construction business keep losing money, log timber doesn't contribute much, luckily new property development contribute earnings for the company. Once the property development completed, no billings come in, Fajar's earnings will turn -ve because the more construction project they secured, the more they losing money

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3 weeks ago | Report Abuse

Unlikely to benefit KSL

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3 weeks ago | Report Abuse

my strategy is take profit for half now and waiting for RM2 for another half

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3 weeks ago | Report Abuse

KSL will start the engine when launching DC

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3 weeks ago | Report Abuse

@GreatDreamer, KSL will not going to sell the land to DC company just for one-off income. Instead I think KSL will team up a JV with DC specialists like what Mahsing is doing now. Just collect the leasing fee monthly without involve in the DC operation. This will provide KSL recurring income like what they did in investment properties

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3 weeks ago | Report Abuse

Kerjaya build DC not KPPROP

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3 weeks ago | Report Abuse

Mahsing management team really professional, efficient and trusted. DC building will be completed in 18 months and start operation in 2nd half of 2026. Mahsing 20% stake in the JV could yield a profit share of RM23.6mil, this recurring income corresponding to about 11% of the financial year 2023 core earnings.

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4 weeks ago | Report Abuse

Hope Hexza still hold 20,000 unit of Nvidia share , Nvidia share price hit over USD 1,150 worth RM108mil, 54sen/share

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4 weeks ago | Report Abuse

KSL is going to start the Dividend Reinvestment Plan soon as approved in AGM

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1 month ago | Report Abuse

do investors scared of Mahsing involving in Data Centre business ? YTL Power and Sime Property share price up when announced involved in Data Centre business, why not Mahsing

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1 month ago | Report Abuse

LBAlum do very well in Property Development, if this momentum can continue in next quarter, coupled with the uptrend of aluminium price, Q4 profit will over RM12 million

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1 month ago | Report Abuse

Mahsing's profit is not good as expected. Share price surged a lot recently but QR profit not surged in parallel way. Let's see how investors response to the share price tomorrow.

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1 month ago | Report Abuse

my strategy is sell partially now and wait for QR.

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1 month ago | Report Abuse

Expect good QR soon

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1 month ago | Report Abuse

today drop to 1.77 but easily back to 1.83

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1 month ago | Report Abuse

YXPM's profit margin was controlled by Tomei

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1 month ago | Report Abuse

While other bought land at RM138 psf, KSL bought land at a very low price of RM26 psf at around the same location

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1 month ago | Report Abuse

@estsmall, you should be crazy if you to invest a warrant with premium 1,800% which is going to mature in 20 months. Do you know the exercise price of warrant to convert to mother share ? Exercise price of RM2.50 with current mother share price RM0.13

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1 month ago | Report Abuse

Disappointed Q1 result

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1 month ago | Report Abuse

Samchem Q1 should be more than 10mil compare to previous year of Q1 6.5mil

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1 month ago | Report Abuse

Quietly PPHB climbed to 93sen

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1 month ago | Report Abuse

roger, I will start accumulate Insas soon.

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1 month ago | Report Abuse

KSL continue hits highest record

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1 month ago | Report Abuse

as at dec 2023, danco cash in hand rm101.7mil, borrowings rm17.3mil, net cash rm84.4mil, cash per share 19sen against current price 47.5sen, no reason to stop danco to move up

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1 month ago | Report Abuse

Danco with sustainable profit and dividend keep increasing, no reason stuck at low price. mark my word

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2 months ago | Report Abuse

Thanks OptionOracle. Although Danco price stuck at 45sen, I still can enjoy 5% dividend yield every year, sounds not bad.

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2 months ago | Report Abuse

Roger3210, thanks for your advice, but i choose to be patient on danco

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2 months ago | Report Abuse

this stock need patient

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2 months ago | Report Abuse

Double sword commented Mahsing overvalued at 1.23

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2 months ago | Report Abuse

KarmaPrince, may be you are new to KSL, the management never bother of lost of confidence of investors and never bother how low is the share price will go to. Once upon a time the share price drop below 50sen and flat around 60sen for a year in 2021

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2 months ago | Report Abuse

WCE CEO said during Raya, the highest revenue was on 13 Apr which is hit RM600,000 daily. Yearly revenue will be (RM600,000 x 365) RM219mil but the finance cost for a year was around RM154mil. How does WCE turn loss to profit ?

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2 months ago | Report Abuse

come back to the price that I bought previously. time to go for 2nd round

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2 months ago | Report Abuse

I hold KSL even longer since 2013 once upon a time KSL share price stood at 4.98 before bonus issued.

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2 months ago | Report Abuse

Aluminium price at 1 year highest

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2 months ago | Report Abuse

Another goreng coming up...