Anyone attend AGM please notify

Too many speculations in this stock. Not much investor did their homeworks

But market already priced in these events

MRT3 not LRT 3. GAMUDA and MMC 80% project GKENT 20%

MRT 3 not in order book. LRT 3 is in order book.

Not GKENT, MRCB GAMUDA and YTL

HSR effects YTL, GAMUDA, MRCB

HSR awarded to YTL, GAMUDA, MRCB

MYEG and GKENT fundamentals totally different don't compare...

HSR and ECRL have not been priced into the effect of GKENT.

ECRL probably not cancelled but review but HSR will probably be cancelled. For MRT3 i think will be ongoing

《东铁该不该建？》

评论 ／ 东方文荟 
2018年05月26日
• 评论: 朱冠华 • 喝茶论势

国家耆老理事会对东铁计划的看法是风险高、不合理，但话说了很多却没有明言建议终止这计划。当耆老理事会说出东铁计划问题时，有些人骂声一片，认为应该终止。但实事求是问，是东铁计划有问题，还是制定这计划的人有问题，这是不同概念。

根据目前所知的资料，东铁原本价格约270亿令吉，就算加上额外差价也不超过300亿令吉，问题是前朝政府为何以550亿令吉签约？难道前朝继续发扬「买贵」来刺激GDP的「优良传统」吗？

这问题显然是前朝故意要「买贵」，而不是中国要「卖贵」。而这多付的250亿令吉最后自然不是流入中国的口袋，会用什么五鬼搬运法流入谁的口袋，目的是什么？这点人民思考一下就明白，这里不多做揣测。对中国来说，主要目的是完成「一带一路」国际经济战略，大马內政（包括金钱流向）其不会太有兴趣干涉。

按照耆老理事会说法，前朝借贷550亿令吉，3%利息计算，20年总额要支付732亿令吉。但若重新修改合约扣除「买贵」成分，以300亿令吉计算，一年支付19.92亿令吉，20年总额支付398亿令吉。但实际上也不需要真贷款300亿令吉，只要修正前朝政府部门的「买贵」传统问题，几年下来就能省下一个东铁。所以东铁问题是前朝要「买贵」，而不是东铁真的贵到大马承担不了！

打通东海岸交通线

在去除「买贵」的基础上，再探討东铁计划是否可带来实际的经济效益。耆老理事会认为东铁每日估计运货额800万令吉，但营运费1000万令吉，日亏200万，一年会亏7.3亿令吉，並列入一大堆风险如维修费、建造费增加风险，並引我国当前货运量数据，认为东铁一定会亏损。

但这样的计算忽略了一个普遍事实，就是基础建设通常都是亏钱的，真正赚的是打通不同区域的运输线来加强货贸的流通所激活的经济。若基础建设处处考量利润，那很多计划其实是不能做的。南北大道就是过於注重大道公司利润，不是被人民骂了几十年吗？

观察这次全国大选各政党政治版图，会发现东海岸议席几乎被巫统和伊党获得。这两个政党支持者主要是收入和知识水平比较低的阶层，这次大选明显是大马政治板块分裂成东海岸和西海岸。

所以打通东海岸的交通线，激活经济让该地段的人民走出封闭，其实对国家更有利，这无形利润更大。

正如前述，基础建设通常都是亏钱的，这也是政府责任之一，不然收人民这么多税干嘛？

问题是要如何確保计划可以把成本控制在最低，效益最大化，而不该有政治考量，一切以经济为主。另外，基础建设的另外一个前提就是必须在政府財政可承担范围內。若不是因为前朝政府长期腐败，根本就有能力支付，或支付部份东铁建设费用，无须全额贷款。所以根本还是要一边解决腐败问题，一边分阶段建设东铁打通东海岸。

个人估计希盟政府选择建东铁的概率比较高，因为大马不会蠢到自绝於「一带一路」让自己国际经贸边缘化，只是前朝一些不合理的內容，会重新谈判予以刪除。

http://www.orientaldaily.com.my/s/244774

Bought 40k at 1.380. Will be a value buy

ECRL not main concern. HSR and MRT3 is

3.80 really unfortunate, teach us the lesson of margin of safety

Waiting to buy cheap hhh

Najib must be in jail no matter what

Bull how do you know without mrt3 still 2.40?

Government will be fair in giving projects. Don't worry no project if competitive bidding. GKENT still got comp adv

A good share to buy. I will buy whenever it's at 1.50 or below. Finally I can buy cheap GKENT.

So many clowns without fundamental. Even saying eden a good counter. Hhhhh

Crony or not crony fundamental already there. So many worker in there government will not simply cut them off. Buy when cheap

Market cap and valuation still high need to go down first

That's dangerous there, need the price to go down a lot for margin of safety

150 mil sunken cost in GST

There's market maker inside. Must wait first. Unloading shares

Credit Susse TP 0.9

Valuation too high with PE 20, must go lower

Faster drop in price. Thanks hhhhhh

Limit down. The company valuation very high ahhh

Margin calling every investor GG till 0.600 to stabilize

PE below 10 will be safe enough for it

KWP acquired before the day of election GGGGG

PE of 10-13 will be alright for MYEG

Wait till stabilize I enter save them hhh

Rosmah large shareholder?

I will buy when PE reach 10 for my margin of safety

Tomorrow gap down

Hhhh, tomorrow 5!!!

Your kuku bird already flew away!

Break 6.400

Who say buy just now?

China announce 50b tariff. Tomorrow?

Who keeping HY good luck!

All the money earned from HY long in FD. Safe in this environment

It's already gone hhh

But one thing I learn from KYY is that if can't earn more than the past it will be going down.

Go luck to buyers hhh.

Please take in mind that KYY is consider mid short term investor.

Today drop price need approx 30 years of 0.02 HY dividend. Wake up investors. Protect capital!