@ Bill Lim

Make sure you buy more and put your money where your mouth is.

All these consulting companies comes out with their unjustified assumption and cause unnecessary selling pressure.

Suggest get out of this counter till the exact amount of crude oil supplies flood the market.

OPEC planning to raise oil supply next month.

Buy on weakness

Good time to accumulate fundamental stocks.

Next support @ 0.66-0.67

@ kahsoon888

It's a separate division.
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http://www.georgekent.net

@hankc

Since they successfully completed LRT extension in 2017.
So far they had done a good job.
I've taken the train a few times when they launched it.

@ WD40

Can provide the link to the news.

Big boss dumping his share already?

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MR WONG THEAN SOON (a substantial shareholder) disposed 5,600,000 shares on 17-May-2018.

Looks like EPF may be adjusting their portfolio.

Looks like there's a 2nd wave of selling pressure.

Vietnam strives for economic growth of 6.7 pct this year

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http://www.xinhuanet.com/english/2018-05/21/c_137194865.htm

@ Is HY Dead?


The share purchase by the director was made a few months ago, in march & april.
The company don't seem to favour share buybacks to boost share price unlike many other companies did recently.

with the large impairment made, the company should be able to return to the black.
The higher oil prices will also helps to improve on the E&P segment.

@ leek

If KYY had cash out J@K$ or Sendai, it would reported in Bursa Malaysia as he is a substantial shareholder.

@ Betkaukau

Did you buy?

@ SimonLee76

Subsidies for pumps , does not include reserves which the company will incur losses when the price was capped back in April.

Cut loss?

What is your entry price?

Expected losses next quarter.
Price to consolidate around RM4.

@ poaylum

If everyday only price up, that is not a stock market.

It should be a see-saw.
Haha

@ B4b4

You left out a big portion of a DEBT.

A medium term notes(debt) of RM 5,379,570,000 tied to the highways, Term Loan of RM554,822,000, and many more.

Lol!

Looks strong and will continue to rally higher.

Next quarter confirm losses then.

@ Faiza
This counter does offer good value.
However, pending the announcement made by the CEP regarding the toll abolishment this week will provide a clearer picture of all toll concession in this country.
Stay tune!

@ willc48

Don't listen to rumours spreading in social media.

Shareholdings in the company are stated in the annual report.
Refer to Bursa Malaysia website for more details.

Yeah, someone is pressing down whenever it reaches RM1.

Maybe, everyone should take profit and let it selldown, then buy back later. Haha.

He looks likely to be implicated.

@ Aaxfan
@ flash777
@ RealFahmi

Run from what?

In my opinion , the HSR project will likely continue, awaiting the final review and expected budget adjustment and allocation for the subcontract portion.
Looking at the economic benefits of this railway together with a good relationship with Singapore will win the approval from all parties.

Strong resistance @ RM1

But will be broken soon.

The current price is attractive!

@ Dcmh


And you must be a founder of a large utility company?
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Posted by Dcmh > May 20, 2018 10:56 PM | Report Abuse

I had built many thousands mv of power before either coal fired or combined cycle or even crude oil

RAM says RM53b of toll-road bonds, Sukuk impacted if tolls abolished- 18 May

Better to cash out while you still can. In fact, before GE14, is the best time to do so.
When crude oil is below USD50 per barrel, then buy in again.
So many other counters to invest.

Back then, the market capitalisation is ard RM150m mil, the first day the company got listed and the company started out for roadtax and FWR renewal.
The good old days.

@ digidigi

Yup, you're right.

Government need not be threaten by biz owners. In fact, when government demands a large discount, normally biz owners have to yield.

At the end of the day, without renewing the license to run the company (Eg: Contractors license), there's nothing for these biz owners.

Previous Case study:
1. Sunrise Berhad
2. SP Setia

This company may experience and lower profit and expect some losses in the next quarter due to refining raw material price(crude oil) is higher but the end selling price(customer) is capped by government.
Stock price is expected to consolidate below rm5 in the near term.

This company may experience and lower profit and expect some losses in the next quarter due to refining raw material price(crude oil) is higher but the end selling price(customer) is capped by government.
Stock price is expected to consolidate below rm5 in the near term.

Toll biz in Malaysia is a sunset industry with PH as government.
Even if BN will be back next 5 years, they have the similar idea to abolish toll.

So logically thinking, all toll related counters will have short term cheer when they get compensated, else it's doom & gloom.

@ Halite

The government is trying to abolish toll.

Meaning no toll in the future.

What is the logic of listing DUKE when there's not going to be a TOLL?
-Are you confused?

As for compensation, you're right, toll owners get paid for the concession signed.

Looks good.
Selling pressure has dropped a lot.

@Steven Saw

It's indeed overvalue.
The high oil price will justify this.

Strong support at 0.76.
Looks good.

End to its monopoly biz.
Hopefully government, will introduce new players to increase competition and reduce prices.

https://www.cnbc.com/2018/05/17/vietnam-communist-government-knows-how-to-attract-investors-strategist-says.html

@ Beary

Bro, the links provided are more of a bloggers opinion. No truth whatsoever.

Always refer to main stream media such as CNN, CNBC, Reuters,Bloomberg TheStar,NST,etc

Please don't even mention Malaysia Kini, Sarawak Report.org

@ Beary
That's your assumption.
A risk to be calculated for those investing.

Mr.Koon , please help to trigger MGO