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2019-07-01 09:06 | Report Abuse
Everyday say limit up still nothing. So disappointing
2019-06-26 23:20 | Report Abuse
use Bloomberg EQS to filter je
2019-06-26 19:07 | Report Abuse
Now ppl Chase div stock
2019-06-26 07:41 | Report Abuse
Every day also limit up??? Lol. Mana itu limit up
2019-06-23 18:23 | Report Abuse
Epf buy for div. Bond 10yr also no 4%,buy high div yield better
2019-06-23 11:42 | Report Abuse
Posted by John Lu > Jun 23, 2019 11:05 AM | Report Abuse
After 25/6, Ekovest guaranteed and confirm and surely shoot to SKY.
John, sky is how high. if not you guarantee losses here?? write down your nric, real name, home address, office address. easier for us to claim money from u if not profit.
2019-06-22 00:08 | Report Abuse
in low yield environment, soon all will buy high and stable div yield stocks. besides REITs, this is one of it. Others like BJTOTO, LIIHEN, HARISON......etc
FM=use Bloomberg EQS lah!
2019-06-22 00:00 | Report Abuse
why govt need to buy over?? epf alredi has 40% on Duke 1,2
2019-06-21 08:03 | Report Abuse
有一个关心公司运作的老板已经很好了。虽然他拿很高薪水,但是你知我知啦。
2019-06-20 08:57 | Report Abuse
Serba Dinamik (SDH MK MYR4.04, Not rated): Won multiple contracts; outlook remain intact
• Secured multiple contracts worth up to USD60m.
• Growth prospects look intact.
• Trading at 12.6x consensus FY19 EPS.
What’s New? Serba Dinamik announced that:
1) Its wholly-owned subsidiary Serba Dinamik International Ltd has secured a operations and maintenance (O&M) contract worth USD60m (approximately MYR250.6m);
2) Its wholly-owned subsidiary Serba Dinamik S/B has secured a total of six O&M contracts. These contracts do not have specific value as they are on a “call-out” basis whereby work orders will be awarded at clients’ discretion.
With these contract awards, Serba’s outstanding order book is expected to soar to approximately MYR8.5b, a step closer towards its MYR10b order book replenishment target for 2019.
Strong order book. More importantly, the latest job awards are O&M related, of which works are less susceptible to the fluctuation in oil price. Note that out of the outstanding order book (excluding these latest contract awards), O&M made up approximately 73% while EPCC accounted for 27%.
Growth prospects look intact. With the strong pipeline, Serba’s growth prospects look intact. Its outstanding order book is equivalent to ~2.3x its FY18 revenue. The street is forecasting a 14% 2-year EPS CAGR for FY18-21, also underpinned by management’s efforts to build up its asset base.
Assets. Under its stable, the group has: 1) a Compressed Natural Gas plant located in Sumatra, Indonesia; 2) water treatment plants in Kuala Terengganu (construction in progress); and 3) a 29.1MW hydropower plant in Kota Marudu Sabah (to commence operation in 4Q18); just to name a few.
Valuation. Brokers are positively biased on the stock with nine Buys and one Hold. The mean target price is MYR5.13. At current price, the stock is trading at 12.6x consensus FY19 EPS of 32sen, tad lower than its 2-year historical average P/E of 12.8x.
2019-06-19 12:17 | Report Abuse
Research by RHB
BUY ; Target Price (Return) MYR8.00 ; Upside (+17%)
"Submarine Sailing Through Headwinds; Stay BUY "
Stay BUY, with new TP of MYR8.00 from MYR7.00, 17% upside, plus 4% yield after a recent discussion with management. We think STMB is poised to deliver another strong quarter, led by robust performance in family takaful segment. The general segment may see some weakness, as a whole, we believe the group is on track to achieve FY19F target. Our GGM-derived TP is based on c.4.8x FY20F P/BV post earnings revision.
FY19F-20F EPS revised upward by 9.8% and 8.2% to MYR0.46 and MYR0.51. The earnings revision is underpinned by higher group gross earned contributions (GEC), and lower claim ratio assumptions. We cut our general GEC forecasts by 2.7% and 5.4%, but raise family GEC forecasts by 6.2% and 8.1% for FY19-20. Net-net, overall group GEC growth is expected at 16.4% and 9.8% for FY19F-20F.
2019-06-19 08:15 | Report Abuse
Cement price finally controlled?
2019-06-18 08:45 | Report Abuse
Kelington (KGRB MK, MYR1.24, Not rated): Briefing note: In order
• FY18 was a record year.
• Healthy prospects lies ahead.
• Trading at 11.6x consensus FY20 EPS.
What’s New? Kelington hosted a meeting last week. Management provided updates on its existing projects as well as future outlook. Key takeaways as below:
FY18 was a record year (reported PATMI +57% YoY), attributable to larger UHP projects completed, better project mix and a lower effective tax rate compared to a year ago. Management is equally excited about FY19 after 1Q19 PATMI rose 15% YoY. On a sequential basis, 1Q19 PATMI was down 5% QoQ as 1Q is seasonally weaker.
Strong order book. Its outstanding order book is now at MYR330m, equivalent to approximately 95% its FY18 revenue. Note that Kelington’s projects are mostly short-term in nature, ranging from 6-9 months. Management expect more job wins in coming months. Current tender book is ~MYR1.2b. For comparison, the group secured MYR424m worth of projects in FY18 vs. MYR374m in FY17. In 1Q19, its has secured MYR146m worth of projects vs. MYR79m a year ago.
Of the MYR330m outstanding order book, about 79% and 16% are from UHP and PE projects respectively. These projects tend to carry higher margins in nature, underlying management’s optimism for FY19. Orders from Singapore accounted for about 60% of its outstanding order book.
Setback. Trade tensions between the US and China could pose some challenges. This, however, is cushioned by its geographical diversification. Projects from China made up around 15% of its outstanding order book and about half of its tender book. The diversification into industrial gases supply should provide a steady income to the group.
To grow its industrial gas division. At present, Kelington has secured its first 10-year industrial gas supply contract. Contribution is small but management envisage to grow its industrial gas division to contribute 30% of the group’s revenue within 3-5 years. For its liquid carbon dioxide business, the setup of the new plant is scheduled to commence production by 4Q19.
Balance sheet is healthy. Kelington is sitting on a net cash of MYR76.5m at end-Mar 2019 (approximately 25sen/sh). Capex is need-based, particularly if it were to invest in air separation unit which is critical for industrial gas operations.
Valuation. Overall, management is upbeat about its long-term growth prospects. Brokers are also bullish on the stock, with two Buys and a mean target price of MYR1.67. Valuation wise, the stock is trading at 11.6x consensus FY20 EPS of 10.7sen, below its 3-year historical average P/E of 15.9x.
2019-06-17 17:36 | Report Abuse
But i tot nothing to do with ekovest or iwcity
2019-06-17 13:28 | Report Abuse
They must sell some let mkt have a bit trading mah
2019-06-14 09:43 | Report Abuse
if google move some cloud biz here, enough for malaysia mkt. Malaysian must capture this opportunity, work with Singapore together. its a longterm good biz
2019-06-13 23:16 | Report Abuse
i heard google moving all cloud server from china to taiwan and malaysia. horseh
2019-06-12 12:56 | Report Abuse
very usual way of ekovest, goreng 2 -3 days with volume, then volume die down. Then gap up/ down again. haha
2019-06-10 21:13 | Report Abuse
pp 0.82
seems like in 24month x2 is the trend oh?
0.82 x 2 =1.60??......hmmmmm, TA macam ini oh?
2019-06-10 21:08 | Report Abuse
lai lai, u all goreng kaki, wanna goreng to RM1?? haha. or is this a trap again?
2019-06-10 16:23 | Report Abuse
if mother RM5.20, wa should be 0.48.
if mother RM5.50, wa should be 0.78.
Good not, risky now with HK Issues
haha
2019-06-07 17:07 | Report Abuse
Just hope not affected much by trump politics. Its a necessities good
2019-06-07 13:04 | Report Abuse
Takaful so fast, rm7 alredi
Stock: [EKOVEST]: EKOVEST BHD
2019-07-01 13:22 | Report Abuse
Still no limit up. Sad