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MyView | Joined since 2013-12-28

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Stock

2016-05-15 11:05 | Report Abuse

FX Lee, i noticed your profile photo is a chart. What does it show about Vivo? The red bar is still strong?

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2016-05-15 10:39 | Report Abuse

Thank you qwerty. Good comments. Appreciated.

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2016-05-14 16:03 | Report Abuse

Sell on news is a rule. What if there are more news coming up? Those people who know this rule doesn't know how to apply when there is exception to the rule.

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2016-05-14 15:41 | Report Abuse

Everytime there is a price correction, we can buy more. Today, Vivo is the darling stock. Those people who still question Vivocom's performance capabilities and integrity actually knows nothing about Vivocom.

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2016-05-14 15:21 | Report Abuse

Hairi, why buy Edge? Buy Vivocom. LOL.

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2016-05-14 13:05 | Report Abuse

Xinghe, I also want to buy more but I must also have the resources to buy more.. Be reasonable when analysing.

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2016-05-14 10:59 | Report Abuse

Thanks Martinbartesque. Always hope for the best and prepare for the worse.

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2016-05-14 10:57 | Report Abuse

Richardcslim, glad you are in this Vivo cruise. Noted your earlier comments. We cannot save the world. Most importantly, Vivo continue to do well with improved profits and book order value. This is going to be a long cruise. Hope more long term investors are still with us. People like skng, doitanyway, sephy, martinbartesque, Fxlee, tomwah, chooisc, ran777rpt, ktsk88, jryeker, Just investor, singinvestor, Hairi, jjasonlim, Dàtoryu, Shernius, mestiptofit86, whyisme, ccfirst, bursaking, and many more...can't name all.

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2016-05-14 10:33 | Report Abuse

Ktsk88, noted and well said. Yes we must start looking for another Vivo. This will take time. But for now Vivo is still the best. Will check burnoil. Gold mining is good business especially when there is potential price rise.

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2016-05-14 10:19 | Report Abuse

Happy for you Ktsk88. In fact I am for all who make money in Vivo. We are in the same cruise and have a common topic to share and discuss. It is going to be a long journey. Along the journey, we may face rough seas, thunderstorms or even tsunami ( I hope not tsunami, lol ). Let's enjoy and have fun along the way.

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2016-05-14 10:06 | Report Abuse

I am still holding 100%. In fact I added WC at 23.5 sen. I only trade abit on WB but already sold to Richardcslim at 14.5 sen. Make some coffee money. But Richard made much more. Of course ktsk88 is getting ready for a cruise sponsored by Vivo. Well done all.

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2016-05-14 09:58 | Report Abuse

Sometimes must act stupid and talk some nonsense so that stockmanmy will be happy.

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2016-05-14 09:57 | Report Abuse

Good morning friends. Sorry I crack some stupid jokes which is meant for stockmanmy.

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2016-05-14 02:14 | Report Abuse

Stockmanmy, it is a dead rat for more than one year. So just imagine the smell and you bother to come here. There was never any project in hand. They robbed the CRCC and held their families of top executives for ransom. Just imagine how to trust their accounting. Better get lost from here.

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2016-05-13 17:07 | Report Abuse

Have a happy and healthy weekend everybody.

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2016-05-13 17:01 | Report Abuse

Today Vivo down is because of poor market sentiment and NOT because Vivo is no good.

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2016-05-13 15:52 | Report Abuse

Vivocom’s 1QFY3/16 net profit soared 22x YoY to MYR19.9m, accounting for 43% of consensus full-year estimate. The stellar 1QFY3/16 results were mainly attributable to the consolidation of the results of its new subsidiary companies, Neata Aluminium (Malaysia) S/B and Vivocom Enterprise S/B (VESB), which enabled the group to diversify into construction, and aluminium design and fabrication businesses. No dividend was declared for the current quarter.



In 1QFY3/16, the construction unit contributed MYR31.9m to its gross profit (GP), making up 85% of the group GP thanks to progress billings of several on-going construction projects. The aluminium segment also contributed 9% to the group GP (MYR3.4m) attributable to design and fabrication of aluminium structures for several housing projects. Civil, mechanical and electrical works unit saw GP rising 130% YoY on the back of a 20% YoY increase in revenue arising from higher work orders.



Going forward, its construction unit will continue to be the key earnings driver of the group. YTD, it has secured about MYR758m new jobs. It is widely believed that Vivocom will benefit from China Railway Construction Corp (CRCC)’s exposure in the domestic construction space. The street expects Vivocom to benefit from CRCC’s participation in the Gemas-Johor Baru double-track rail project and the Mentakab-Kuantan rail project.



Against the backdrop of strong jobs pipeline, the street is forecasting a 3-year 153% EPS CAGR for FY15-18. Brokers are bullish on the stock. There are three Buys with a mean target price of MYR0.65. This strong set of results could be a potential re-rating catalyst to the stock as it may lead to earnings upgrade by the street.



At current price, the stock is trading at 16.4x consensus FY16 EPS of 2.2sen but a more compelling FY17 PER of 6.0x. Key parameter to monitor is the jobs flow which is crucial to reaffirm the bullish expectations on this stock.


Maybank Investment Bank

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2016-05-13 10:24 | Report Abuse

mestiprofit86, please stick to your ETI TECH CORP.

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2016-05-13 10:20 | Report Abuse

Buy good stocks when the market is down but don't chase when the price has gone up high.

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2016-05-13 10:08 | Report Abuse

Today will close at 36. Most punters and contra players who wanted to sell, have sold their shares. Now the buyers take back control. This is a normal process. There are long term investors, traders and punters. All these are normal. Don't think that punters and traders are no good. These groups of players actually help to create demand. The long term investors need them. Without these groups of investors buying in to create confidence, which long term investor will buy in? Some don't even know Vivocom until the price increase and big volume of trade is highlighted.

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2016-05-13 09:59 | Report Abuse

ktsk88 and doitanyway and many other investors, many thanks for sharing news and investment advice.

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2016-05-13 09:46 | Report Abuse

bursaking, hope we meet again. LOL.

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2016-05-13 09:44 | Report Abuse

The strong man knows that majority were waiting to sell at 40 sen. He also need to liquidate his stock so that he can support at lower price.

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2016-05-13 09:41 | Report Abuse

Vivo is down but not out. Let the weak holders like contra players and punters sell first before the price move up. If we think we are smart, the strong man who support this stock is smarter.

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2016-05-13 09:32 | Report Abuse

Vivo is a good investment stock. The share capital is large at 2.6bn. So it is not a controlled or cornered stock. That is why the price movement is volitile. There are large volume of buyers and sellers at any one time. So it is very easy to buy and sell as you wish.

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2016-05-13 08:59 | Report Abuse

skng74, Will you be attending the AGM in Kuching on 25 May?

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2016-05-13 08:31 | Report Abuse

Agree with Shernius and ccfirst. I am keeping my stock for future cruise. LOL.

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2016-05-12 22:11 | Report Abuse

Right on Shernius. Agreed.

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2016-05-12 22:08 | Report Abuse

Right on Shernius. Agreed.

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2016-05-12 21:57 | Report Abuse

CharlesP, I will work in Vivo if offered a job there. LOL. I attended one of the recent Vivo investment road show. I asked the ED Mr Choo on Vivos transfer to the main board.

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2016-05-12 21:25 | Report Abuse

Agreed with CharlesP. I am actually tracking their order book value monthly and the financial results quarterly.

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2016-05-12 21:15 | Report Abuse

Dell888, although happy to see you make money but sad that you are leaving so soon. Leave some for investment purpose. There is plan for Vivo to move to main board in 2017, Vivo actually already qualified to move to main board but they want to be classified as construction and not technology as currently is. Once Vivo moves to main board, more institutions will start to invest including EPF and KWAP and government related funds. Will look out for you in Genting WA and Gamuda WA. :) All the best.

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2016-05-12 20:32 | Report Abuse

ktsk88, Is Optimus the new id for zbaikitree?

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2016-05-12 20:29 | Report Abuse

Shernius, the more projects announced the merrier for the company and investors.

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2016-05-12 20:28 | Report Abuse

However, if profit increases in each quarter, the TP will be much higher accordingly.

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2016-05-12 20:28 | Report Abuse

Q1 EPS is 0.8 sen. For simple and conservative calculations, the EPS for full year 2016 will be 0.8 x 4 = 3.2 sen. Based on PER = 15, Target Price will be 48sen. Assumption: Net profit is the same for each quarter. This is for easy understanding.

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2016-05-12 20:27 | Report Abuse

700mil to be announced nex week.

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2016-05-12 20:22 | Report Abuse

Yes Shernius. 700mil project.

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2016-05-12 20:03 | Report Abuse

HL, good for you. I am still holding it also. LOL

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2016-05-12 20:01 | Report Abuse

Shernius, you are so far away and yet you are so updated. Agree with you, there is more to come. Tomorrow the show starts. Now looking forward to a better Q2 result.

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2016-05-12 19:33 | Report Abuse

Hairi, it's ok. You are adding good problem. LoL.

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2016-05-12 19:29 | Report Abuse

SingInvestor, I am very happy for you and all those who believe in Vivocom. My theme earlier was if you believe BUY, if not BYE BYE. LOL. Thanks for believeing. Glad you are still in. Cheers for a better future.

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2016-05-12 19:26 | Report Abuse

Hi doitanyway, same here. hope you make good gains at 36. Price will move higher from here. Let's be patient. I met the ED Choo at one of the recent Vivocom investor relation road show. I have confidence in Vivocom. Good management. We even talk about old times but it is all over. This will be their fresh and excellent start. Next two years. Thumbs up.

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2016-05-12 18:33 | Report Abuse

hyi3, hope you have made some paper gain at 36 sen. With the excellent Q1 results just announced ths evening, we can expect the price to go up further from tomorrow. We have a lot of good and knowledgeable people here to share information. To play safe, just ignore those new IDs with a few comments only. If unsure, ask for more details. Good luck in your investment.

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2016-05-12 18:12 | Report Abuse

Richardcslim, same to you. Huat ahhh!!! Cheers. :)

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2016-05-12 18:08 | Report Abuse

Above 40 sen soon. Congrats to those who bought today. No more cheap sale from tomorrow.

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2016-05-12 17:20 | Report Abuse

Earlier I already mentioned that Q1 result is 19. So price will shoot up tomorrow onwards.

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2016-05-12 11:30 | Report Abuse

Congrats ktsk88. Let's go for coffee later. :)

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2016-05-12 10:36 | Report Abuse

Soft launch first mah. Official launch can be later. Most important make profit every quarter. LOL