http://cdn1.i3investor.com/my/files/st88k/0069_VIVOCOM/pt/MIDF/0069_VIVOCOM_MIDF_2017-10-16_BUY_0.395_Vivocom%20Holdings%20International%20Berhad%20-%20Tapping%20Directly%20Into%20OBOR%20Network_-454520267.pdf

https://www.youtube.com/watch?v=O6SPrGCfmiA

Brent oil has shut up to USD 59 per barrel now

Why its trade receivables are so bloody high? Is this company facing collection problems???
Any cash flow problem?? Can pay its trade creditors promptly?......
Why its major shareholders have been selling despite reporting good profits????..
Got profit but no cash flow coming in??? The profit was real or not??

http://klse.i3investor.com/servlets/stk/annchsh/5226.jsp

http://www.thestar.com.my/business/business-news/2017/09/20/rehda-optimistic-of-h1-2018-property-sector-outlook/

http://www.thestar.com.my/business/business-news/2017/09/20/rehda-optimistic-of-h1-2018-property-sector-outlook/

http://cdn1.i3investor.com/my/files/dfgs88n/2017/09/18/1506877561--62286344.pdf

Property (NEUTRAL) - Bottoming Up

http://klse.i3investor.com/blogs/MplusOnline/131319.jsp
http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=11602

All in all, its construction orderbook => RM 2.2 Bil ????

http://klse.i3investor.com/blogs/stockswizard/132267.jsp

http://www.theedgemarkets.com/article/lg-launch-rm710m-gdv-worth-projects-fy18

Cooking something....?

Prospects For 2017 (Extract from its latest quarterly report)

The Group has an estimated construction and manufacturing balance order book of approximately
RM1.98 billion and RM0.32 billion respectively as at 30 June 2017, contributed by numerous
construction contracts and supply contracts. The balance order book provides a good earnings
visibility to the Group and is expected to keep the Group busy for the next 2 years.

The Board is optimistic that the construction sector of Malaysia and Singapore will continue to be
vibrant in 2017, thus offer order book replenishment prospects.

Property counters got hope???

http://klse.i3investor.com/blogs/OoiKakHwa/130984.jsp

"The Group is expected to derive positive contributions towards financial
year ending 31 March 2018 and beyond from project launches in Klang Valley and Seri Manjung,
Perak." -- extract from its latest 1st quarterly result.

http://cdn1.i3investor.com/my/files/dfgs88n/2017/08/22/1506818854--1846836528.pdf

Phase 2 of Home Tree in Kota Kemuning comprising 99 units of bungalows and 166 units of semi-Ds will be officially launched on August 27, 2017 while Phase 5 comprising 23 units of 3 / 4 storey semi-D and bungalow shoplots is expected to be launched soon. The Group is currently in the final stages of securing the necessary approvals from the relevant authorities before doing an official launch for phase 5.

The Group is optimistic that these projects as well as existing ones will contribute positively to its earnings for FY 2018

http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=10061

http://klse.i3investor.com/insider/substantialShareholder/5038/16-Aug-2017/405479_2353780149.jsp

AllianceDBS' target price for Kimlun: RM3.06

http://www.bursamalaysia.com/market/listed-companies/research-repository/research-reports/#/?counter=5171&cbrs=all&leap=all

Inta may start moving up the moment it has secured a major project worth RM 200 mil.

It's the best news as it's disposing the biggest money losing F&B business in the group. The disposal will see the group report better earnings in the 3rd & 4th quarterly results.

Finally the management is doing the right things and putting the group on the right path. It will launch more projects by end of this year.

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=181750&name=EA_DS_ATTACHMENTS

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=195947&name=EA_FR_ATTACHMENTS

http://klse.i3investor.com/insider/substantialShareholderNoticeOfInterest/7183/04-Aug-2017/11989_2047864528.jsp

Hope he could help secure some big PRIMA projects......

http://cdn1.i3investor.com/my/files/st88k/3174_L&G/annual/2017-03-31/3174_L&G_AnnualReport_2017-03-31_Annual%20Report%202017_-1469078597.pdf

It is confirmed that L&G wants to redevelop 20 acres of of its Sri Damansara Club land which has a book value of slightly > RM3.7 mil only. The current open market value of the 20 acres land will be $$$$$$.

Its another plot of land in Shah Alam known as The U10 Land, measuring approximately 112.3 acres, will be a new township that will be developed into a mix of link houses, semi-detached houses, serviced apartments and affordable housing (Rumah Selangorku). The building plans have been submitted while the conceptualization of the development is being finalised for future submission. The estimated GDV for the entire project is RM1.25 BILLION.

All in all, the company can generate a total GDV of RM8 BILLION from all its land bank in decent locations.

It looks like that L&G needs more research houses to promote it to the public then only it can start moving up....quite disappointed with its sleeping management team for not engaging the research houses and media........

At least RM200 mil profit can be generated by the Phase 2 because the land cost was very low

Its 53 hectare freehold land in Seremban, not Serendah (to be developed into Sena Parc project) was acquired for RM 15 mil only

http://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/127412.jsp

Its landbank in Seremban has appreciated many folds since acquisition

L&G will surprise everyone when it has applied to convert its >30 acres Kelab Sri Damansara vacant land (currently a driving range, BV=RM3.7m) into a mixed development land...

http://klse.i3investor.com/m/blog/www.eaglevisioninvest.com/127412.jsp

L&G will soon start reporting strong quarterly results or profits being generated by the projects injected by Mayland in the recent corporate exercise.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=973233

The major shareholder holds a 34% stake in the company after the recent right issue,

And the company had indeed registered very good profit every year from FY2012 (RM33 mil) to FY2016 (RM92 mil) before the property market slowed down as a whole. It had also reported RM53 mil net profit for FY2017.

It should not be difficult for the counter to move up to 35 sen when the property market sentiments improve,,,

http://www.theedgemarkets.com/article/ringgit-easily-asias-strongest-currency

http://klse.i3investor.com/m/blog/ValueGrowthInvesting/118679.jsp

http://www.malaysiastock.biz/Company-Announcement.aspx?id=974327

With the completion of all the earlier proposed acquisitions, L&G is poised to register strong profit figures in the next few quarters, being generated by projects from those companies acquired. Hence, its share price will likely go up by end of this year.

http://klse.i3investor.com/m/priceTarget/40747.jsp

It's still trading below its SMA 200 ......

http://www.malaysiastock.biz/Company-Announcement.aspx?id=982770

Land cost = RM 39 psf.

It's a good deal for GOB. It may add another RM500mil GDV to the company without upfront land cost payment.

This co is trading way below its NTA of RM1.03. Just wonder when it will get a slice of Bandar Malaysia's job......

..

http://klse.i3investor.com/servlets/stk/annchsh/5226.jsp

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=195770&name=EA_FR_ATTACHMENTS

B4 buying this counter, please check if this company is still able to collect its receivables which has ballooned to RM664 mil ???

Current Year Prospects (extract from its quarterly result announcement)

The property market is expected to experience slower growth amidst global, regional and
national economic uncertainties and cautious market sentiments. In spite of this, properties
in good locations are expected to continue to draw property buyers. The hotel business is
expected to remain challenging as well.

In view of the above, the Board of Directors expects a challenging performance for the
financial year ending 30 June 2017

So sad....

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=196361&name=EA_FR_ATTACHMENTS

Higher quarterly net profit and it has RM230 mil cash in hand.

http://klse.i3investor.com/servlets/stk/annchsh/5038.jsp

It's going to be very interesting to see if both sides will try to grab more shares to seize control of the company and chase up the shares or its ICULs.....

http://www.theedgemarkets.com/article/iretexs-boardroom-tussle-gets-messier-directors-lodge-police-reports

Its rights issue had been well subscribed by 93% shareholders. Coupled with 27% of excess applications received, the rights issue had indeed been over-subscribed by 20%. What a surprise to many people. Hence, 93% of existing shareholders have shown support for the company.

The company will remain cash rich with more land bank ready for immediate development to generate more profits for the next 5 years!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5424125

The hiccup and delay in Bandar Malaysia is a blessing in disguise for the local developers as there shall be less supply of new properties in KL and effectively less competition for the property industry.

The issue price of the ICUL was 13 sen. Previously one needs to surrender one ICUL plus 13 sen cash to exchange for one ordinary share when the conversion price was 26 sen.

Now the conversion price has been reduced to 20 sen arising from the recent rights issue of the mother share but the issued price of ICUL remains at 13 sen. Hence, going forward, one will only have to surrender 1 ICUL (issued price @ 13 sen) plus 7 sen only to exchange for one ordinary share. The ICUL is hence undervalued now @ 18.5 sen when the mother share is 27.5 sen. One can buy and convert immediately and sell quickly.

The upside for the ICUL will be good when the mother share starts to rally in the second half of 2017.

Buy the ICUL and convert it into ordinary share and sell for a 10% profit as it is undervalued nowi

Extract from its annual report:

Moving forward, the Group will continue to do what we always do to build affordable houses because we see the potential of this market sector, in our fl agship projects, including the Taman Nusa Bestari, Taman Bestari Indah, Taman Kempas Indah, KSL Residences @ Daya, Canary Garden @ Klang and Commercial City @ Bandar Bestari which have successfully recorded encouraging sales albeit a cautious property market backdrop.

With efficient planning and tight cost control, assuming property market is improving and bank financing for the purchase of properties continued to be abundant and easily available for the properties purchasers with lower rejection rate, we are confident of another year of good performance and hence, looks forward to a profitable year ahead.

https://cdn1.i3investor.com/my/files/dfgs88n/2017/04/27/1505952929--52846736.pdf

Kimlun has quietly started its engine to move up slowly or more jobs being secured..???

http://klse.i3investor.com/servlets/stk/chart/9679.jsp

Even WCT has started to move up....when can GOB follow Malton & WCT?