longtermvaluegain

longtermvaluegain | Joined since 2017-08-13

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Stock

2018-06-02 14:42 | Report Abuse

Rahsia 1MDB 'Fail Merah' Terbongkar

PUTRAJAYA - Rahsia 'fail merah' yang sebelum ini hanya boleh diakses pihak tertentu terbongkar apabila mengandungi penyelewengan dan skandal membabitkan syarikat 1MDB.

Menteri Kewangan, Lim Guan Eng dalam satu wawancara berkata, beliau sangat terkejut apabila mengetahui kandungan fail merah itu yang sebelum ini cuba disorok oleh kerajaan BN.

Beliau berkata, sebelum ini kesemua fail tersebut tidak boleh diakses kerana kerajaan BN menghalang auditor dan pegawai yang bertanggungjawab untuk menelitinya secara profesional dan integriti.

“Fail-fail merah yang sebelum ini begitu sulit telahpun dibuka. Saya sangat terkejut kerana fail tersebut mengandungi banyak skandal termasuk pembayaran hutang untuk 1MDB.

Rupa-rupanya hutang-hutang 1MDB sebelum ini dibayar oleh kerajaan. Padahal sebelum ini 1MDB beritahu mereka bayar sendiri. Mereka tak bayar satu sen pun hutang-hutang mereka," katanya kepada Sinar Harian semalam.

Pada hari pertama di kementerian itu, Guan Eng berkata beliau diberitahu Timbalan Ketua Setiausaha Perbendaharaan Datuk Siti Zauyah Mod Desa dan Ketua Audit Negara, Tan Sri Madinah Mohamad mengenai kedudukan semasa kewangan negara, dan pendedahan yang mengejutkan bahawa mereka tidak dapat mengakses akaun dan laporan tertentu.

Menyifatkannya sebagai skandal paling besar di dunia, Guan Eng berkata, sebanyak RM7 bilion telah dibayar dan lebih menyedihkan kerajaan terpaksa menanggung beban membayar RM38 bilion lagi sehingga 2039.

Katanya, jumlah tersebut juga belum dikira faedah, jadi boleh dinilai betapa besar kerugian dan kehilangan sumber pendapatan rakyat untuk membayar hutang 1MDB sahaja.

“Bayangkan sekiranya wang ini boleh dilaburkan digunakan untuk rakyat. Bukankah kita boleh menyelesaikan sebahagian besar masalah kita, tapi ternyata skandal 1MDB ini telah memberi impak negatif ke atas keadaan ekonomi kita.

“Saya berterus terang soal ini. Sebab itu kita terpaksa ambil langkah-langkah bagi mengurangkan mengurangkan impak negatif tersebut,” tegas beliau.

Guan Eng turut mendedahkan hasil siasatan mendapati bahawa 1MDB sebagai syarikat pelaburan strategik hanyalah rekaan semata-mata.

“Satu rekaan yang betul-betul jahat... tak ada langsung. Kita akan siasat dengan lebih teliti supaya rakyat tahu penyelewengan melalui 1MDB ini.

"Kita akan cuba atasi kerana 1MDB ini adalah sejarah hitam yang kita akan ingat buat selama-lamanya," katanya.

Setiausaha Agung DAP itu berkata, fail-fail merah itu turut mengandungi kontrak-kontrak yang mempunyai syarat-syarat yang agak luar biasa yang merugikan kerajaan.

“Ada beberapa kontrak di mana pembayaran dibuat walaupun kemajuan kerja hanya 10 hingga 15 peratus. Lebih dua pertiga nilai kontrak ataupun jumlah kontrak telah pun dibayar.

“Kita sedang siasat perjanjian-perjanjian yang agak luar biasa ini. Biasanya kalau kerja siap 30 peratus, kita akan bayar 30 peratus. Tetapi ini tidak diamalkan.

"Kerja baru siap 30 peratus tetapi sudah dibayar 70 peratus. Mengapa? Kerana perjanjian dibuat bergantung kepada tempoh masa iaitu pembayaran dibuat setiap enam bulan, tak kira ada buat kerja atau tak buat kerja,” katanya.

Walaupun begitu katanya, pihaknya tidak boleh mengatakan perbuatan itu salah kerana telah termaktub dalam kontrak.

“Kita akan siasat dan tanya mengapa mereka buat kontrak macam ini yang tidak memihak kepada kepentingan negara. Itulah yang kita kena siasat," katanya. - Sinar Harian

Stock

2018-06-01 14:29 | Report Abuse

Although some peoples can sell at 1.50, they are aslo loss monies because they keep buy and buy to average down his cost until today.They are don't EXPECTED GKENT will run until today.
Can sell at higher a bit at rm1.50 only to reduce their loss from amt of cost they are paid.

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2018-05-31 18:00 | Report Abuse

这一只股命运就好像SAPNRG一样。一旦跌破rm1.00, 很多contrarians and Traders will play unstoppable.

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2018-05-31 17:53 | Report Abuse

Credit Suisse 已经亏很多了!!
Upgraded to outperform , 你们还相信?
他们在后面出票,你们都不知道。

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2018-05-31 15:02 | Report Abuse

Ijm, 第二个Gkent.

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2018-05-31 10:16 | Report Abuse

LOSS 65% si MUKA PUCAT, kalau kita kena tipu ,nail balik 10-19sen Gkent, dia punya loss akan berkurangan kepada 58%.

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2018-05-30 05:51 | Report Abuse

记在脑海里:股票是看公司未來發展預期,過去數字是一種參考。或有時股價之前太過虛高,基本面沒有變壞也會下跌。

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2018-05-30 05:50 | Report Abuse

记在脑海里:股票是看公司未來發展預期,過去數字是一種參考。或有時股價之前太過虛高,基本面沒有變壞也會下跌。

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2018-05-30 05:50 | Report Abuse

"个人看法: 都说了睡觉的始终不醒,像lrt3.mrt3这些项目一定会继续完工的,这对gkent的收益没影响,至于ecrl,hsr 並未列入公司订单内,有无成行对公司没影响,4-6-2018的股大后,股票回购下就会见到稳定的股价回升,短期负面消息影响已完了。
gkent 的订单56亿中含概mrt2.lrt3 ,並无包含mrt3的项目,以上只是说明计划会完工的。往好想是gkent未来还有望取得订单,而不是只往负面想,投资不是这样吗?低買高卖,只是分享。无须追踪。"
Posted by : kononnya daripada si muka pucat.

记在脑海里:股票是看公司未來發展預期,過去數字是一種參考。或有時股價之前太過虛高,基本面沒有變壞也會下跌。4 JUNE 2018, GKENT propose share buy back 10% 不一定如我们外界想象的,股东们一定会举手通过,今日不同往日,一旦耗尽基建工程,唯有回落到以前水表工作。(4-5年更新一次水表还是够的)。

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2018-05-29 10:06 | Report Abuse

接票的投资者更面对后果来得惨。
昨天刚刚买入rm1.40, 会亏很少而已。(如只买入10k, 相信只是会亏一辆普通100c.c. 摩托)

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2018-05-28 15:23 | Report Abuse

Govt to find ways to lower payment to S'pore for dropping HSR

MAY 28, 2018 15:04 pm +08

PETALING JAYA (May 26): The government will find out how it can reduce the amount of money it has to pay to Singapore if it needs to drop the Kuala Lumpur-Singapore high-speed rail (HSR) project, said Prime Minister Tun Dr Mahathir Mohamad.

"The terms and agreement for the HSR are such that if we decide to drop the project, it would cost us a lot of money. We have entered into an agreement with Singapore. If we break the agreement, we have to pay a very large sum of money," he told The Edge weekly.

The 350km HSR will have a proposed seven stops — Bandar Malaysia, Bangi-Putrajaya, Seremban, Melaka, Muar, Batu Pahat, and Iskandar Puteri — in Malaysia, and Jurong East in Singapore.

The HSR, which is worth RM100 billion, and the East Coast Rail Link (ECRL) project, which has a contract value of RM60 billion, are two mega infrastructure projects cited by the 92-year-old premier as funded by a borrowing spree that had swelled the national debt to RM1 trillion.

The ECRL is expected to cost RM92 billion by the time it is paid off due to interest, said Mahathir.

"[Former Prime Minister Datuk Seri Najib Abdul Razak] knew very well that the ECRL, for example, is something we could not afford. It is not going to serve any purpose. It is not going to give us any returns. And yet, he went ahead and decided to build it.

"The government’s debt ceiling before was very much lower. But he [Najib] didn't care. What he did was he formed a body and then they borrowed. And eventually it [the borrowings] comes back to the government to pay," he said.

He called the previous government's attempt to rollout both multibillion-ringgit projects at once as "crazy".

"He didn't seem to think about how we were going to pay for all these," he said.

Mahathir added that the contract for the ECRL is "strange", as the terms state that the contractor must be from China while the borrowings of RM55 billion to fund the project must also come from the country.

Moreover, the funds must also be kept abroad to pay the contractor, who will be paid based on a pre-determined timetable and not progress of work done.

The ECRL is also being undertaken by state-owned contractor China Communications Construction Co Ltd while the loan is being provided by Export & Import Bank of China.
He added that the government will renegotiate the terms of the ECRL.
https://www.theedgemarkets.com/article/govt-find-ways-lower-payment-spore-dropping-hsr

完蛋,GEORGE KENT MALAYSIA.

Stock

2018-05-28 15:16 | Report Abuse

MYEG = Zahid Hamidi
GKENT= Najib kawan Lama , Ah Hock)

Stock

2018-05-28 07:07 | Report Abuse

Malaysian PM Mahathir said that he is looking at how to minimise the cost of breaking the HSR contract with Singapore.

“The terms of the HSR agreement are such that if we decide to drop the project, it will cost us a lot of money. So we are going to find out how we can reduce the amount of money we have to pay for breaking the agreement.”

As such, the Malaysian HSR will hence terminate at Johor Bahru. For Malaysia, if PM Mahathir is able to find any corrupted dealings between Najib Razak and Singapore, they may be able to dissolve the HSR agreement without paying compensation to Singapore.

Singapore’s Prime Minister Lee Hsien Loong visited Mahathir in his Putrajaya residence last week, only to be shown the door out in less than 30 minutes.

Upon the cancellation of the HSR, there will be lesser justification for the 2% GST increase in Singapore, which the PAP government claimed is for building infrastructural projects like the HSR. The Singapore government is currently in debt, borrowing from it’s state-owned companies and statutory boards, to fund it’s exorbitant projects like Terminal 5 and Tuas Mega Port.

Stock

2018-05-28 07:07 | Report Abuse

Malaysia Prime Minister Mahathir Mohammad has confirmed in an interview with Malaysian media that the High Speed Rail exstension project for Singapore will be terminated. The Malaysian leader said the government is in debt currently and they have no money for the lucrative train project in Singapore:

“Malaysia is going to look into how it can reduce the cost of any potential exit from a deal with Singapore for a high-speed rail (HSR) to link its capital Kuala Lumpur with the city-state. There is the need to reduce the national debt and liabilities – which is at around RM1trillion or 80 per cent of its GDP. At one go we can reduce it by RM200 billion by doing away with all these huge projects.”

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2018-05-28 07:05 | Report Abuse

Tun Daim 还强调,前朝政府更笨无能力实行HSR & ECRL,甚至Mrt3都不必要。

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2018-05-28 07:02 | Report Abuse

希盟政府在乎的是Kebajikan Rakyat Malaysia daripada GDP.
所以,我们国家不太在意世界评级给与我们的评级,最重要还是减低国债,为人民照福,避开破产危机。
Daripada: Tun Daim

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2018-05-25 15:00 | Report Abuse

Lrt 3, Mrt3 if not terminate, review also wont help to MRCB, GKENT, GAMUDA this year and future.

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2018-05-25 14:59 | Report Abuse

ERCL also mati dalam kandungan tak lama lagi.

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2018-05-25 14:58 | Report Abuse

HSR under review , MRCB already tumble like hell , if terminated ,MRCB will be 50 sen.
HSR sure will terminate in near term future, GKENT will going to meet rm1.00 or lower.

Stock

2018-05-25 14:55 | Report Abuse

No need to add more at this moment. Keep more cash in hand. In May n June, 1MDB needs to pay huge interest. 1MDB has been insolvent. Wait government to pay for it. In middle june, there has FOMC meeting on interest hike in US. In middle/end june, there may has meeting between US n north korean. A lot of uncertainties now.

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2018-05-23 20:30 | Report Abuse

Live now Mahathir Press conference @ Bernama TV

1) Majlis Professor Negara Abolished
2) Ministers Gaji potong 10%
3) Fuel price remain same
4) SPAD abolished, role absorbed into Ministry of Transport
5) Govt committed to reduce rm1 Trillion debt
6) GST 0% June 1st
7) Govt to look into ridiculously high salary and allowance pay of high rank govt officials
8) All direct nego contracts and projects to be reviewed or abolished
9) All political and govt linked appointees in GLCs to be reviewed
10) Malaysia External intelligence office to be reviewed
11) Anti fake news Act to be abolished soon
12) MACC shukri was appointed because he has experience in 1MDB case and conduct duty without fear or favour
13) No comment on PR1MA projects now
14) No political interference in Proton, depends on what Syed Mokhtar and Geely what they want to do
15) On promises of bonus and pay rise of Civil servants, none will be implemented as it was promise of the Opposition, not the Government now
16) Tun M - I'm not a dictator, look at all my ministers advising me.

ATTENTION TO POINT 8.
8) All direct nego contracts and projects to be reviewed or abolished

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2018-05-22 21:04 | Report Abuse

留意以上一句话“大马反贪污委员会曾经对此事展开调查,但是之后却没有任何下文。“

反贪会料也会查GKENT高层因为牵涉不道德交易。

反问下自己,GKENT除了与Najib 有交情外,要拿到亿亿声的基建合约还得通过一个见不到光管道-corruption。

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2018-05-22 20:59 | Report Abuse

乔治肯特 GKENT – 如何获得Ampang LRT延长工程?

George Kent在2012年获颁价值接近10亿的Ampang LRT延长工程的系统工程合约。外界一致认为前者缺乏工程经验,因此获得工程引起争议。

在2011年12月,国家基建Prasarana曾发出一封正式信函给予国家财政部,以获得后者的考虑和批准来筛选当时Ampang LRT延长工程的主要承包商。当时的财政部长为前任首相Najib。

根据Prasarana的招标评估结果,George Kent-Lion Pacific的联营公司在8家竞标公司内仅排在第三位,位居PDA Consortium和SNC-Lavalin Consortium之后。

在8家公司内,有6家是没有准守合约条规,而George Kent-Lion Pacific就是其中一家。融资能力方面,集团排在最后一位,甚至被标上“Gagal 不及格”的标签。唯一有竞争优势的是投标价值,George Kent-Lion Pacific是出价第二低的公司。

综合以上,Prasarana给出的首选承包商为PDA Consortium,而非George Kent-Lion Pacific。然而,George Kent-Lion Pacific却是最终被选中的集团。

另一方面,根据2011年9月由工程咨询Halcrow提交的技术评估报告,George Kent-Lion Pacific无法处理Ampang LRT延长工程的规格。简短而言,George Kent在这之前似乎没有任何铁路相关工程的经验,而且当时最大的项目价值不到RM40m。

令人讽刺的是,George Kent 管理层曾描述:“我们之所以胜出,完全是基于公司在提呈标书上所展示的实力,这包括财务和技术能力、过往的良好工作记录;加上拥有强大的团队,当中有国内外专家,专门为这个项目贡献专长。”然而,Prasarana的信函内容却恰恰相仿。

大马反贪污委员会曾经对此事展开调查,但是之后却没有任何下文。

值得一提,Ampang LRT延长工程最终意外延迟完工。根据一名有分歧的承包商,George Kent是导致整体项目延迟的主因。在把所有设备交到他们手上后,他们并没有办法启动系统项目,显然的George Kent明显落后进度。

链接 - http://www.malaysia-today.net/…/files_prasarana-recommendat…

Ampang LRT延长工程被视为George Kent的转折点。自此之后,George Kent整体表现脱胎换骨,接连获得不少基建项目,而股价也扶摇直上,在4年内翻了超过5倍。

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2018-05-22 20:58 | Report Abuse

Posted by: Christopher

"Ampang LRT延长工程被视为George Kent的转折点。自此之后,George Kent整体表现脱胎换骨,接连获得不少基建项目,而股价也扶摇直上,在4年内翻了超过5倍。

留意这句话"在4年内翻了超过5倍"
表面上就以rm1.57 闭价来想,当作我们没有计算之前Gkent 作的bonus issue and share splited, 目前的rm1.57 可以说是等于RM7.85。
换言之,rm1.57 这个价相当贵,甚至很不合理。"

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2018-05-22 20:54 | Report Abuse

"哈哈哈哈,从头到尾我都没讲買3.80,只讲1.94,1.64買入。放心,20年后我都在。"
BY: erkongseng
自己才知道咯。

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2018-05-22 17:39 | Report Abuse

"慢慢收住啦你的票。
If Rm3.80 or higher than rm3.80 with 10K shares, ALREADY LOSS RM13,000.
Guess this guy NOT only collected 10K during or before GE14 as a lot of investors expected Barisan National won't KALAH"
posted by stockintalk.

Brother stockintalk, are you counted wrongly??
we assume this guy (erkongseng) bought at RM3.80 only 10,000 GEORGE KENT MALAYSIA shares, and cost to pay RM38,220.40.

closed price of rm1.61,
atlease this guy loss RM22,213.78.

if he avg down the cost in LIMIT DOWN prcie, he might loss much exceed RM30,000.00.

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2018-05-22 17:01 | Report Abuse

Tomorrow Morning Break RM7.00.

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2018-05-22 10:43 | Report Abuse

Arm kan. (Hokkein)

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2018-05-22 10:43 | Report Abuse

Tuhan dan Engkau yang tahu, bro.
Penjara lebih lama daripada bekas PM.

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2018-05-22 09:14 | Report Abuse

Rm3.80本钱?! Oh 我的妈呀。

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2018-05-22 09:13 | Report Abuse

如果Gkent 跌至90 sen-rm1.00, erkongseng输了整整65%-70%本钱。
日后要在股市混就难了,我们支持er兄吧。认同吗?

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2018-05-17 18:26 | Report Abuse

不乐观。

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2018-05-17 14:34 | Report Abuse

Tun Ma 当教育部长更加好。

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2018-05-17 14:14 | Report Abuse

Najib 时代(before GE14) 相信大家都没有动Gkent,除了Hongleong banks and erkongseng.

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2018-05-17 14:11 | Report Abuse

林冠英还没正式宣誓当财政部长,到了正式当财长,将会公布里面不利益为人民建筑,基建合约。G KENT 是其中一只股,99.9%难逃法网。

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2018-05-17 13:53 | Report Abuse

Eduspec Holdings Berhad (Eduspec) has been at the forefront in providing integrated education services involving innovation and education technology for schools since 1984. Our services range from providing consultancy, building teaching capacity, deploying information technology systems in schools to offering various online and blended-learning education programs. Our programs incorporate the 21st century competencies, teaching with technology and project-based learning.

Our unique proposition is the ability to bridge the latest relevant education technology to schools and make education technology affordable. We also help schools to achieve effective and sustainable usage of education technology. In line with that, Eduspec also provides a platform for experience and knowledge sharing between schools in ASEAN. We believe that building a network between schools will encourage innovation and provide a sense of community and support.

Eduspec believes a holistic approach to education services so aside from working closely with schools, our unique business model also includes empowering parents in school education. Parents’ engagement is mostly overlook but it is a key factor in ensuring a successful education model.

Since achieving listing status in 2010, Eduspec has progressively expanded to Indonesia, the Philippines, and Vietnam. In 2014, we are expanding to Thailand and Myanmar. Eduspec is now the number one K-12 IT education provider in Asia.

这个星期教育部长,副教育部长 - 知道教育新方向(新内阁2018完完全全组织了)EDUSPEC 就会受关注。

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2018-04-16 12:34 | Report Abuse

看好短期价位报rm1.70-1.80.

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2018-04-16 10:45 | Report Abuse

别等到Mrt3 CONTRACT release 后才买高价。

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2018-04-16 09:28 | Report Abuse

Gkent joined MMCCORP-GAMUDA for MRT Line 3 of rm450 亿。
MMCCORP-GAMUDA-GKENT 联营股权分别各占45:45:10。
换言之,他们各可占MRT 3 价值的rm202.5 亿:rm202.5 亿:rm45亿。

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2018-04-14 16:58 | Report Abuse

Miss the boat before market closed yesterday.

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2018-04-13 08:14 | Report Abuse

不会有第二次。

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2018-04-12 21:31 | Report Abuse

怎样的发表,就有什么样的头脑。
Attn: yu_and_mee.

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2018-04-12 19:03 | Report Abuse

Miss the Econbhd Boat, never mind.
Other construction counter EKOVEST, still trading below rm1.00.
Really worth to BUY, and Ekovest has rm13.0 billion order book of jobs in hand.
(rm13 billion is rm130 亿未完成建筑订单)
有些人误解是rm13亿。
Below rm1.00都不到的EKOVEST 绝对是一只值得去留意的股。

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2018-04-12 11:41 | Report Abuse

Fake news law已经昨天开始实行了,请注意自己的用词.