moneySIFU

moneywhere | Joined since 2016-01-23

Investing Experience Intermediate
Risk Profile Moderate

Read more reports & do analysis, carefully make your own judgement. Don't listen to anyone but yourself bcos IT'S YOUR MONEY. 为你的梦想努力,做你自己金钱的主人,不随风逐流,不听风是雨,不追高贪胜

Followers

4

Following

2

Blog Posts

47

Threads

5,862

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5,862
Past 30 days
7
Past 7 days
0
Today
0

User Comments
Stock

2017-03-17 16:44 | Report Abuse

Good analysis done, IamGoogle, thank you for sharing

Stock

2017-03-16 22:40 | Report Abuse

hehe, VenFx so sentimental here in EG...

BIG LIKE :)

News & Blogs

2017-03-16 22:07 | Report Abuse

Patrick13, 你这句话一针见血!

-------------------------------------------
Patrick13 感觉今年比去年难下手,因为很多自己看中的股都涨价了,希望趁红海可以捞到漏网之鱼吧
16/03/2017 07:55

Stock

2017-03-16 20:17 | Report Abuse

Hi Kino Kow, I am just a small fish & its my strategy change after reviewing current situation. I still have 85% of my total investment portfolio in Ekovest

Stock

2017-03-16 17:30 | Report Abuse

Wow, good

Stock
News & Blogs

2017-03-16 12:57 | Report Abuse

WealthWizard has written articles to calculate correct PE for Ekovest

News & Blogs

2017-03-16 12:56 | Report Abuse

But I welcome those believe the above article to sell to take profits. Make your own judgement & decision for your own money

News & Blogs

2017-03-16 12:51 | Report Abuse

Calculation of PE is wrong

News & Blogs
Stock

2017-03-16 00:36 | Report Abuse

I have particularly studied the operations of concessionaires, its financing arrangement, the accounting treatments & cashflow during & after construction period.

The cases studied were Cypark, Plus, Litrak, MFCB & Ekovest. Overall, it is interesting stories to read.

Stock

2017-03-16 00:30 | Report Abuse

I studied MFCB when price was still at RM2, knew their dam construction & power plant story but didn't make any purchase because I was busy buying Ekovest warrant,

I sold all other stocks (steel stocks & Yee Lee) & sailang to Ekovest warrant at that time.

Reason: Ekovest future was very clear but not sure MFCB after completion of dam construction. Revenue from sales of energy is not visible.

Lessons learned: MFCB & JAKS proved that what are going on are more important than what is going to happen 3 years later.

Stock

2017-03-15 23:55 | Report Abuse

Hi MrPauper, I sold all Ssteel at above RM1.50 & switch to AWC when AWC price went down to RM0.94 on the same period.

Main reasons are due to the following:

-------------------------------------
Stock: [SSTEEL]: SOUTHERN STEEL BHD
Feb 1, 2017 16:38 PM | Report Abuse
I dare to dream SSteel to have 60mil profit, that will be about 13-14 cents in the QR 31/12/2016, let's hope no negative surprise

moneySIFU Masteel is out now, they did bad when rebar price dip & now also bad when rebar price up.
22/02/2017 14:58

-------------------------------------
Stock: [AWC]: AWC BERHAD

moneySIFU From 14 Nov 2016 to June 2018 = 19.5 months
Jobs in hand to be finished b4 June 2018 = 500m
Estimated revenue for every quarter = 77m
Based on latest NP margin (12.2%), projected net profit = 9.4m
Profit attributable to shareholders (66%) = 6.2m OR 2.35 cents
21/02/2017 21:44


moneySIFU Assuming no new project/contract for the next 16.5 months & operations costs managed well, the company can still able to generate good revenue & profits until Jun 2018
21/02/2017 21:47

Stock

2017-03-15 23:31 | Report Abuse

added lots more today at average RM1.38

Watchlist

2017-03-14 15:49 | Report Abuse

Posted by Ooi Teik Bee > Sep 27, 2016 11:08 AM | Report Abuse

I believe the below stocks will perform in Q4 2016.
Gadang
Gamuda-WE
Gkent
Johotin-WA
KESM
Pohuat-WB
Tecguan
WTK

I hope to get positive ROI in this portfolio.
Thank you.

Stock

2017-03-14 15:08 | Report Abuse

Happy for the price moved today :)

Stock

2017-03-14 14:35 | Report Abuse

Thank you for your kind words, IamGoogle.

I am not always right, I just cut loss at Shell today for thing has become uncertain.

Stock

2017-03-14 14:29 | Report Abuse

Datuk MD was not buying thousands but 10.8mil shares in one go

Stock

2017-03-14 14:28 | Report Abuse

If Datuk Lim is so confident in taking up the block of shares from Haris at 1.30, I view it as very strong persnal signal & message from Datuk MD

Stock

2017-03-14 14:25 | Report Abuse

Hi IamGoogle, I work very hard to earn more bullets, whenever I have extra bullets, I will keep buying Ekovest.

Added some 1.28 before MD bought 1.30 from Haris
Added yesterday 1.45
Today added 1.39-1.41, saw someone sapu 1.39 sell q 1 million

Stock

2017-03-14 14:11 | Report Abuse

Busy add mother share today, not free to come :)

Pls don't follow me, I bought for my wife.

I ask her to keep for 3 years & don't look at price movements. I told her the MD is confidence to make the company 10b & I have confidence in him & also Tan Sri.

Stock

2017-03-13 12:54 | Report Abuse

Busy at work, no time to come.

Pls don't follow me to buy, hold or sell. I responsible for my own money only. I have never asked anyone to buy as I share news & gave my 2 cents opinions only.

As I have said many times since the price went up from RM2 before split, Pls sell if you believe this is your best price & lock in profits or buy only when you have done your own homework & believe there is more potential for Ekovest.

Pls make your own decision for your money & I hope everyone make money in stock market.

Stock

2017-03-12 23:35 | Report Abuse

VenFx bro, 谢谢分享!

Stock

2017-03-12 10:59 | Report Abuse

I think the discussion for IWC & IWH better get it held at IWC forum. Ekovest do not play any role in the merger exercise

Stock

2017-03-12 01:22 | Report Abuse

Added some @ RM0.53-RM0.54 on Friday, will continue top up when weak

News & Blogs

2017-03-12 01:19 | Report Abuse

ha, no special ratio, just that I was already in & still keeping & buying Ekovest, doing some diversification to other areas.

News & Blogs

2017-03-11 22:49 | Report Abuse

Since my return to stock market 1.5 years ago

News & Blogs

2017-03-11 22:48 | Report Abuse

Thanks, VenFx bro, I have AWC & EG in my 15% investment fund & 85% for Ekovest. I trust EG will catch up VS sooner if not later, the gap shouldn't be that far. EG is safer to me & overlooked by market. Hope it will be my 3rd 100%+ return stock.

Stock

2017-03-11 22:36 | Report Abuse

Agreed!
-------------------------------------
Fortune Bull But if Umno win with landslide majority after GE14, then forget any target price! It's fortune bull all the way!
11/03/2017 22:19

Stock

2017-03-11 22:34 | Report Abuse

Pakatan also never try to penetrate rural or kampung area, how to win? This is their weakest link, I guess they knew that but not much improvement can be seen after so many years.

Stock

2017-03-11 22:24 | Report Abuse

I don't see any one can stop BN wins, oppositions just too weak & can't hope.

Everyone in pakatan have their own agendas & cannot work as a team, really disappointed with their performance lately. A 30 years old proton saga with 3 drivers at different seats, all want to drive the car but all at different directions

Stock

2017-03-11 22:17 | Report Abuse

If don't show ambition & ability to be big, these big guns will look down on Lim family, haha

Stock

2017-03-11 22:14 | Report Abuse

Wow, Mr Icon, you have reminded in those days where Renong & UEM were given everything they wanted without any competition.

Look at what are on the plate: Sultan Johor, KL city council, hishamudin, La jeep (1MDB & bandar malaysia), CREC...

Stock

2017-03-11 19:52 | Report Abuse

Transparent is key to avoid incompetent & uninformed decisions. Everyone has to do his homework before making decision for where the money should be put

Stock

2017-03-11 19:46 | Report Abuse

Only funds can move this counter and ikan bilis like us tumbang sahaja

Stock

2017-03-11 19:44 | Report Abuse

Bull, pls don't wrongly interprete sharing of news as promotion. I don't think any contra kaki can goreng this stock even with all the news so far.

Stock

2017-03-11 19:21 | Report Abuse

I mean dividend income received

Stock

2017-03-11 19:20 | Report Abuse

But pls take note that the income should be on receipt basis, not on entitlement basis

Stock

2017-03-11 19:19 | Report Abuse

Haven't looked at the form yet & not sure any changes or not, can't answer now. :)

News & Blogs

2017-03-11 19:17 | Report Abuse

Will big brother not look after small brother? Or will left hand not look after right hand? We'll see.

Stock

2017-03-11 19:13 | Report Abuse

Gift, it is tax exempted income, not taxable income, so it's tax free

News & Blogs

2017-03-11 18:56 | Report Abuse

holdisgold, Thank you very much!!! I overlooked this & thank you for sharing it again with us.

News & Blogs

2017-03-11 18:55 | Report Abuse

Ekovest Bhd has submitted a proposal to become a development partner of Bandar Malaysia, said managing director Datuk Lim Keng Cheng.

News & Blogs

2017-03-11 18:54 | Report Abuse

ccs999, I all in Ekovest :)

Stock

2017-03-11 18:40 | Report Abuse

It was not mentioned in the following news

---------------------------------------------------------------------
怡克伟士的百亿梦
http://klse.i3investor.com/blogs/sin_chew_financial_review/108794.jsp

林刚河也是发展大马城的主要推手之一,他通过另一家公司与中国合作伙伴拥有该计划的显著股权。而林刚河是怡克伟士的执行主席,是否在大马城扮演任何角色,令市场带来很多想像空间。

---------------------------------------------------------------------
KC and the building of Ekovest
http://klse.i3investor.com/blogs/kianweiaritcles/112964.jsp

Now, Kang Hoo places his focus on IWC and Bandar Malaysia investment, while I (Datuk Seri Lim Keng Cheng) take charge of Ekovest projects.

Stock

2017-03-11 18:39 | Report Abuse

holdisgold, Thank you very much!!! I overlooked this & thank you for sharing it again with us.

------------------------------------------------------------------------------
Ekovest wants to be development partner of Bandar Malaysia
http://www.theedgeproperty.com.my/content/981908/ekovest-wants-be-development-partner-bandar-malaysia

Ekovest Bhd has submitted a proposal to become a development partner of Bandar Malaysia, said managing director Datuk Lim Keng Cheng.

“They [Bandar Malaysia Sdn Bhd] are requesting proposals from local developers to identify development partners for the project, and we have submitted our proposal,” Lim told reporters after the company’s annual general meeting (AGM) today.

“We will participate in the project if we have the opportunity. We are not ruling out any possibilities,” he said, adding that the outcome of the proposal submissions would be disclosed next year.

The 486-acre development in Sungai Besi, Kuala Lumpur is a mega project with an estimated gross development value (GDV) of RM200 billion.

Due to Ekovest’s executive chairman and substantial shareholder Tan Sri Lim Kang Hoo’s stake in Bandar Malaysia, the directors have, at the 31st AGM today, proposed a renewal of shareholders’ mandate for recurrent related party transactions to pave the way for the company’s participation in the Bandar Malaysia development, he said, adding that the resolution was subsequently approved.

News & Blogs

2017-03-11 14:28 | Report Abuse

Hehe, true, Up_down, it will never change, it's in the blood, if you see their blood through microscope, very likely you can see numbers beside A, B & O. I believe mine too :)

News & Blogs

2017-03-11 13:29 | Report Abuse

Accountants, auditors & even account clerk see everything in figures and when come to purchasing, unit cost will authomatically appear in their mind.

Stock

2017-03-11 10:28 | Report Abuse

On & off I will keep revisit this article to review myself where am I now & any change in the core factors that I invested in this company. Just sharing only.

----------------------------------------------------------------------------
EKOVEST: The Next Big Thing & Great Upside Potential (+84%) (Part 3).
http://klse.i3investor.com/blogs/wealth123/105946.jsp

----------------------------------------------------------------------------
WealthWizard The management has ambitious & done far better than I initially participated. The following were not available at time of my articles:

River of Life (4b)
Pan Borneo Highway (30% JV of 2.1b)
Duke 2A (6.3b)
21/01/2017 11:15

----------------------------------------------------------------------------
http://klse.i3investor.com/files/my/blog/img/bl2751_ekovest_5.3bil_order_book.jpg
http://www.nst.com.my/news/2016/09/176046/ekovest-upbeat-rm1b-revenue

Stock

2017-03-11 10:28 | Report Abuse

Thank you for your kind words, SeeSky.

VenFx bro, I am also in EG, let's huat soon. :)