Jangan, 95 sen itu MAHAL.
95 sen sama dengan harga yang tidak dikira bonus issue dan share splited 5X.
IAITU RM4.75.

https://klse.i3investor.com/blogs/koonyewyinblog/158608.jsp

https://www.theedgemarkets.com/article/malaysia-committed-rm201b-leasing-payments-over-next-decades

KUALA LUMPUR (May 26): The previous Barisan Nasional (BN) government has been intentionally and aggressively circumventing even the classification of 'government guarantees' by committing the government to lease payments amounting to RM201 billion over the next few decades, says Tony Pua, the special officer to Finance Minister Lim Guan Eng.

Pua, who is also Member of Parliament for Damansara and DAP national publicity secretary, said the Pakatan Harapan (PH) government was shocked when it discovered that the BN government had awarded more than RM63 billion worth of public-private partnership (PPP) projects, committing the government to RM201 billion of leasing payments over the next decades.


"Not only are these obligations hidden from the government’s liabilities, the cost to the government to carry out these projects are much higher than if the government had just funded these projects with direct borrowings," he said in a statement yesterday.

He cited the Najib administration's intention to award a contract to certain parties to build a new RM500 million polytechnic.

"If the contract were awarded directly, it would have meant an additional RM500 million in borrowings. This would worsen the perception of significantly higher debt, and increase the budget deficit," said Pua.

"And even providing a government guarantee for a government subsidiary to undertake the project would look bad because our guarantees have already increased by leaps and bounds over the past five years," he added.

Pua said the Najib administration had "cleverly abused" the PPP mechanism by awarding a contract to a private "crony" company where the government doesn’t pay directly for the project construction.
(MRT, LRT, ECRL,HSR and others related meja projects)

"Instead, the government would commit to make monthly lease payments to the company amounting to three times the value of the project, or RM1.5 billion in this case, over the next 10 to 20 years. The private company would then take this lucrative contract to the banks as a collateral to secure the necessary financing to carry out the project," he added.

Pua also noted that Datuk Seri Najib Razak remains in denial, urging the former prime minister to stop lying about the true levels of federal government debt.

On May 24, Guan Eng revealed that the total federal government debt and liabilities amounted to RM1.09 billion, or 80.3% of the country's gross domestic product (GDP).

The sum comprised RM686.8 billion of official federal government debt (50.8% of GDP), RM199.1 billion (14.6%) of committed government guarantees and RM201.4 billion (14.9%) of lease commitments via the PPP projects, said Pua.

"The very reason why we referred to the ‘official’ federal government debt, is precisely because the ‘official’ figure used by the past Najib administration failed to take into account the true debt obligations by the federal government," he added.

Pua also pointed to the RM199.1 billion figure provided by the finance minister of committed government guarantees.

"These are guarantees which the government has already been called to service, for example, the RM42.2 billion Danainfra Nasional which was used for the construction of the mass rapid transit, or the approximate RM38 billion for 1Malaysia Development Bhd (1MDB).

"The fact that the finance ministry has been secretly servicing some RM7 billion or more of 1MDB’s debts to date, shouldn’t 1MDB’s debt be considered as federal government debt? Or is Najib trying to tell the new government that we should continue pretending that these are not our debts?" asked Pua.

Pua said the PH government is committed to being "transparent and taking the bull by the horns".

"We have no intention to maintaining the legacy practice of hiding debts and increasing costs in order to deceive markets. We are committed to a competent, accountable and transparent government because we firmly believe that despite any short term turbulence we might face, we will only come out of this much, much stronger together in the medium to longer term," he said.

28 MEI 2018 GEORGE KENT MALAYSIA 准备GAP DOWN吗,很不安？

http://www.sinchew.com.my/node/1759502

MRT3 most likely to be cancelled.

I guess so. my friend was approached by job hunter for MRT3 on end April but currently he was informed the hiring is on hold...GG

But it could be in 'on hold' mode until the contract is reviewed by gov. Perhaps like what peoples said, need to wait until official announcement from gov.

http://www.enanyang.my/news/20180527/林冠英促纳吉老实交代：1mdb资金去了哪？/

MACC havent take action against GEORGE KENT MALAYSIA, still busy with 1MDB, and others cases.

马哈迪说，他与希盟正努力设法减轻国债。

（吉隆坡26日讯）首相敦马哈迪声称，他与希望联盟政府正努力设法减轻国债，而他也已找到方法来消除1兆令吉国债里的2000亿令吉。

他接受《美国之音》访问时说，他或有办法消除至少500亿美元（约1990亿令吉）的国债。

“前朝政府已从其他国家、外国银行、甚至是当地来源累积了大量借款，所以我们当务之急就是要确保我们至少能支付该些贷款利息，且尽量减少贷款本金。”

马哈迪也指，目前国家的财政状况已遭到前朝政府“摧毁”。

财政部长林冠英日前指出，截至2017年12月31日，联邦政府债务总数为1兆870亿令吉，占国内生产总值的80.3%。

林冠英说，马哈迪所指的1兆令吉，是联邦政府债务、政府担保债务以及公私合伙（PPP）计划租赁合约付款的总数。

前朝政府做错了很多事，包括1MDB、联邦土地发展局和朝圣基金局等，所以要进行的补救工作很庞大，惟现任的希望联盟政府决定把1MDB弊案列为“重中之重”，因为这是显而易见的（犯罪）案件。

他指出，政府希望能够取回流失在海外的1MDB相关资金，这些钱现在被藏在美国、新加坡和瑞士。

他说，无论如何，这需要花很长的时间，因为要通过合法的程序。

针对政府有没有估计因欺诈造成的金钱损失有多少的问题，他说，这方面的损失与借贷的金额不符，他认为高达数十亿美元，而美国当局确定的金额有35亿美元。

“所以目前我们不确定，因为金额一直在变动；当1MDB创立、当他们投资于沙地石油国际（PSI），甚至在任何工作进行之前，这些钱都已被用来支付一些贷款，我不知道为什么，然后这些钱已经被转去加勒比海，然后是塞席尔、新加坡，还有刘特佐和纳吉的账户。”

Monday , 28 MEI 2018 GEORGE KENT MALAYSIA 准备GAP DOWN吗,很不安？

http://www.sinchew.com.my/node/1759502

MRT3 most likely to be cancelled.

I guess so. my friend was approached by job hunter for MRT3 on end April but currently he was informed the hiring is on hold...GG

But it could be in 'on hold' mode until the contract is reviewed by gov. Perhaps like what peoples said, need to wait until official announcement from gov.

Then why epf, kwap and tabung haji dont add some more gkent?
因为too risky in Gkent.

https://www.google.com/url?sa=t&source=web&rct=j&url=%23&ved=0ahUKEwi3zq2x76HbAhVDfysKHXsyBhMQxa8BCCwwBA&usg=AOvVaw0VTJzWxrN8ZFOD4xbU2nov

Aku rasa sebab kemunculan orang itulah, sesetengah orang menjadi bijak berdagang.
Menjadi pandai dalam menilai percakapan seseorang.

Beli dan simpan sekitar rm3.80-rm4.00 lebih, ingat kaya-raya selepas PRU-14， Ingat boleh menurunkan purata harga beli semasa limit down, umpama "得不偿失“

Kepada orang itulah dia. Tidur tak lena, makan tak lalu，kerja tak fokus.

Aku setuju dengan kata-kata chris berkaitan dengan masa depan gelap gkent pada fy2019-2020.

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。

纯属分享！

会terminate回之前没有公开竞标的基极合约。

GKENT Valuation 简单估值 @ 19 May 2018
GKENT
简单估值
根据AR 2017:

GKENT 有
订单 order in book 5.6 billions 5,600,000,000
Equity 资本有 475,815,000 = 每股资本 = 0.84
Ordinary shares 股数有 563,269,000
2017 的Revenue 是 598,965,000. 也就是说order 比 yearly revenue 多九倍......
2017 净利率是 23%
算下5.6 billion 订单 可以赚多少钱 5,600,000,000 ×23% ÷ 563269000 = 每股盈利= 2.37
算算: 0.84 + 2.37 = 3.21
如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零，弄到我头晕。帮忙看看有没有算错。。。。。
其他因素：
1）water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3）Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4）gkent 手头的订单，应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少，但问题不大，因为＂中间人费用“也会減少...
5）老板是生意人. 也会想办法和现任政府打好关系的....
6）gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7）除了MRT3, 也有其他工程合法，example： 建医院. 这个希联政府不会取消的...
8）大选前，老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9）gkent share buy back 10%. EPS 立即增加10%.
10）老板，董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售，应该不会跌到那里去...
（by Tan KW)

KALAULAH KAMU IALAH YB LIM GUAN ENG, SAYA PASTI PERCAYA KAMU.

下个周二（22.5.2018)，他会宣誓就任财长，一切的舞弊/不利于人民建造合约料会揭晓，GKENT是其中的一只而已。

因为Tun Ma 还有很多事务也只有他才能办得到。
一些贪污的人士，将受到对付。
国家安宁了，才把棒子交给Datuk Seri Anwar。（第八任首相）

https://www.theedgemarkets.com/article/malaysian-pm-mahathir-says-may-be-prime-minister-12-years

Tun Ma will be the 7th Prime Minister at least 1 year from now.( 1 year to 2 years)
BUY EDUSPEC another if U are missed others PH counters.

Makan makan makan, aku tak muntah

再买来收啦，只怕他不想再跌而已。

昨天已sapu 来收了。

慢慢累积。

机会是留给有做好准备的人，相反的没有做好准备的人脑海里一直想着/期待更低价位。

Peluang bukan selalumya muncul, 8787.

Bought 23 sen.

Yih yeong, possibly so high Will same like unisem.
Suggestions for u all.
With the Qr report announce first then have a look in .
1. INARI
2. VITROX.
3. MMSV

Thx you, astittti.

Rm1.20 hantu beli ticket dengan kamu ke?

天会收拾他的啦，ahdi2020.
我们人类所做的好/坏事，全都被天记录。

Yes, yes better loss for me.

Cash rich ppls stand good chance to accumulate lower price of mmccorp.
Mmccorp 处于这么SEDAP 价位。

Only GE 14 matter we able to buy from cut loss ppls tickets.

really meh.
I bought first at rm1.53, this morning miss it .
but is only a 3 sen different.
Is okay for me.

AllianceDBS Research said MMC Corp Bhd (MMCCorp) had on March 7 traded lower to RM1.66 before closing off the day’s low at RM1.73 (down 6 sen or 3.35%).

In its evening edition Wednesday, the research house said MMCCorp continued to trade below the 20-day (blue) and 50-day (red) moving average lines.

“Following the down close on March 7, the stock is likely to move lower again with immediate support at RM1.60.

“A fall below RM1.60 should see further price decline to the subsequent support at RM1.49.

“The hurdle is pegged at RM1.82. A rise above RM1.82 would lift the stock to the next resistance zone, RM1.90 – RM2.00,” it said.

AllianceDBS Research said stock volume traded on March 7 was 1.93 million shares compared to the 3-month average volume of 550,000 shares.

幸好Ekovest没有take over IWCITY.
EKOVEST还是原本的EKOVEST。

Potential for big oil price spike grows after provocative missile strikes

The missile attacks by Iran-aligned Houthis aimed at Saudi Arabia's civilian areas and oil facilities have proven unsuccessful, but they are a provocation at a time when the Middle East is already at risk of a widening conflict.

President Donald Trump has said the U.S. would soon respond to a Syrian chemical attack on civilians last Saturday.

With oil prices at a three-year high, it's possible prices could flare up even more if hostilities spread beyond Syria or Yemen, two hot spots that are seen as proxy wars pitting Iran against both Israel and Saudi Arabia.

"If this is all contained to Syria we've probably seen the bulk of the rise. The issue you get into is if there's a strike on Iranian assets in Syria, a direct hit on Saudi, or a scenario where the Saudis and Israelis team up to take it to Iran directly, that's where you get into triple-digit oil price land," said one oil analyst.

sometime, after we disposed , we are NOT able to buy cheaper, But Have to BUY higher.

A LOT OF PPLS COLLECTED EKOVEST at range 90 sen-92 sen today.

kalau saya tak dapat 90 sen, harap boleh dapat pada 91-91.5 sen sebaik sahaja open market besok 9.00 pagi.

Dah key-in BELI TERUS pada harga 91 sen, 91.5 sen.

刚刚已经Q to buy at 90 cent for tomorrow market open, really hope can MATCH at 90 cent, DUN GAP UP, thanks Ekovest.

原本就是值RM12.00 以上的股，给一些人士唱到衰而已.

EKOVEST 原本就是值RM1.00 多多多多多多钱的股.

KYY 最看是trading of 比益本. Not exceed 10x.
Apatah lagi HY only trading 2.99x, 6x pun tak sampai.

我买股看的是比益本。

http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=4324

Hengyuan's PE only 2.99x ?!
SUKAR UNTUK DIPERCAYAI.
Hope I m not too late to buy below RM10.00 tomorrow.
Pls dun gap up, hengyuan.

有实力派的产业股像KSL 都跌破rm1.00 大关了。
KS L 是Johor 产业股王呢。
KSL 难道还会比BDB 差吗，KSL 地皮比他还要多，而且还是处于赚钱状态，更加的KSL还是现金牛.
KS L 每一季报都是在赚钱。
http://www.m.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5038&section=financial

最重要的是华人公司。

This guy created few ID here to give comments.