rtm got live ma...need astro meh....

market down sell, market up sell..

geng

with so many project cancel, why foreign fund want to come into construction sector?

geary Foreign funds haven't really come in yet. Probably after the World Cup in Russia. Plus uncertainty in our Malaysian GDP n governance. We shall see...GL.
06/06/2018 18:28

wow...

It's construction + property bro, cannot look at NTA loh...strong balance sheet? so so lah, by construction company standard, considered good la...business model too much reliance on gov project already...

geary GADANG...just look at its business model...you can probably use the NTA or book value as guideline. Strong balance sheet...plus high return of Invested Capital n Dupont ROE. This one is okay for longer term. But use your common sense n Investment target. TQ

tony this year no smooth sailing.

construction + property = ??? business sense ?

gadang is good company, but they are in very bad sector right now....

wow...

lol....

"IJM Goerge Kent and Gamuda dropped like coconuts."

thanks for sharing..

WHAT? 16% IS PEANUT LAH...HAHAH..

"Due to uncertainty in the current government’s policies, a lot of stocks have taken a huge beating. For example, Sunway Construction’s stock price has declined 16% from its height of RM2.39 per share before the election to RM1.99 at last trading day."

wow, what say tony?

antidebt https://www.thestar.com.my/business/business-news/2018/06/01/malindo-a...
01/06/2018 20:50

weak holder earn moneys, stubborn holder lose money..you choose la.

TheContrarian I suppose Insas has a lot of weak holders. Many has abandoned Insas for Hengyuan hahahaha.
01/06/2018 20:26

Gov want to sapu all the money which is good for the rakyat....no more free money to third party.

3iii Blog Headlines (by Date) Blog Index
Dr M interested in India's cashless society bid, online govt procurement
Author: savemalaysia | Publish date: Fri, 1 Jun 2018, 03:31 PM

KUALA LUMPUR, June 1 — Tun Dr Mahathir Mohamad today expressed interest in India's bid to go cashless and to cut out the middleman through online procurement by the government.
01/06/2018 18:34

wow....tomorrow sailang myeg...huat ah !!!.............................being sarcastic in case u don't get it

nowadays, how many DAP MP is finance minister?

Not all ph policy is good....example of bad one are GST abolishment and PTPTN..

already said result is not good..coupled with bad sentiment...brutal bash down..

PBT is lower actually...i thought TNS is recurring income, how come revenue can drop one?

no way gkent can get big contract from gov....end of an era...a short era..

these 3 years construction has been spoil with free money under ahjib massive projects.....now i am worry if construction sector can survive or not....tough times ahead..i worry construction follow property sector, enter into slump.

these 3 years construction has been spoil with free money under ahjib massive projects.....now i am worry if construction sector can survive or not....tough times ahead..i worry construction follow property enter into slump.

2 of my prediction cun cun kena...next splash.


lizi future mega project for sure delay or cancel to make way for gst abolishment and fuel subsidy. priority is now cleaning the mess, not spending...splash sale also not sure can get good value or not since selangor and federal gov now same same....maybe they will tekan the value to save money for gov.
14/05/2018 11:40

scary loss, but i think got cut loss one ma..

do u believe if i said my portfolio did not drop? hehe....

stockman, u fully invested before election, u still ok?

this padini is fuxking solid...

tun daim buying now? haha...

pavillion woh, not scare ah?

ok, i have analyzed masteel this quarter result....my conclusion is not good....core result is deterioting

i feel pity for the management. i think they are innocent. it is like out of no way kena scolded.

Unhappiness at Hengyuan

https://www.thestar.com.my/business/business-news/2018/05/26/unhappine...

for those dividend yield seeker, i correctly predicted pwroot dividend is not sustainable. so what the management do? bonus issue....kikiki.....with enlange share base, it make it harder to declare good dividend per share in future....i predict pwroot no longer attractive to dividend yield investor in future.....

WELL, FEW DAYS DID NOT CHECK MYEG.....THERE IS NOTHING TO CHECK....ALREADY KNOW THE ENDING.....

DON'T SAY I HORSE BEHIND CANNON. LOOK BACK AT MY COMMENT BELOW....IT IS SPOT ON !!!


lizi their sales in oversea is achieved at the expense of heavy promotional cost. at the moment their margin drops significantly to 5.5% only. i expect dividend reduction soon.

they really need to control the escalating raw material cost, promotional cost and admin cost.
28/03/2018 22:36

guess cut loss already.

lala23 does anyone know if OTB and the gang sold or keeping WE ?
24/05/2018 11:17

this round no impairment also can slip into red...break record liao....4 years in a row, sure got one quaarter making loss one....

icon, yes, plywood sales command better margin than logs sales. that's why cm want to benefit more local wood producers. i am saying pworth log sales segment will see reduce profit margin since it now have to sell locally. unless you tell me pworth themselves eat up all the logs they cut to produce more plywood on top of their existing one.

Roughly right but u have to remember, export sales is more lucrative than local sales. USD $$$

WiseTrade Read the article properly, the export ban was imposed to ensure sufficient supply of material for local factories. This simply means that the demand for timber is too high and supply is too low so they need to re-evaluate whether they should keep selling to foreign country or sell locally. Basically telling you guys the demand > supply, thus the business future prospect is looking very bright. Export ban or no ban, doesn't matter to pworth because their timber is still being bought by someone just locally instead of by foreigner.
23/05/2018 15:38

so 37% affected?

early warning already given by many.

still got sifus here meh, all cabut liao right? otb, kyy?

hohoho....told you guys already about crack spread mah.....have to see it only wan to believe.

no more monopoly, myeg is nothing.

cash is king when recession, market crash....otherwise cash is not a good asset to hold a lot. in stock market, use cash to buy business, not use cash to buy cash.

Halite if no more toll, ekovest has tons of cash, cash is king
19/05/2018 10:54

if no more toll, ekovest is nothing.

Gamuda's LDP one of the target for toll abolishment/restructure?
https://www.youtube.com/watch?v=DMvQuCkgqhk

what is otb recommendation on gamuda-we? hold or cut loss?

avoid construction, whole sector is being dumped now...