dear brother Calvintaneng,

KYY is pushing Chinwel today.

a company runs by a group of unscrupulous businessmen from Taiwan that quietly poured the untreated industrial water into the river , buried all the industrial waste in the ground to save cost. Caused big environmental disaster to the Vietnamese .

see information shared in Chinwel page for more information

I have no intention to ask you to buy if you still have not bought .

I am just telling what is best for myself

To me

Now is not the time to sell

Why?

Both its construction and properties segment will still contribute well to its earning for the coming one and a half years even though without new contract.
Is that not enough ?
Then how many years do you want ?
For me any prediction beyond 2 years is fortune telling
If You believe then you better pray hard everyday
Ask yourself , one and a half year from now is it good enough time for gadang to secure new contract?

Gadang has good fundamental value nobody can deny, it is a magic formula counter based on the knowledge I learnt from KCCHONG. If you are lazy to do you homework then go bursa market place to see for yourself . Cash flow may not look so beautiful because a big amount of cash had been use to increase its Landbank for future property development which carry a higher profit margin than construction . I do not see anything wrong with that since it is going into affordable housing which still has good demand .

Now its utilities segment is contributing net steady income , next financial year its plantation unit will join in . Moreover the capital city project jv has an agreed contract sum of net profit 300M which is equivalent to a sure contribution of about 50M every year for a period of 5 and a half years starting from 2015 . It is stated in the agreement . No one can turn truth into myth .

Now it is proposing bonus , share splitting and free warrant . Everybody said this doesn't add value to the company , including my sifu KCCHONG. Mathematically it is true, absolutely true. 1+1 and 2 carry same value no body will say wrong. But in reality and in share market ,is it really true that 1+1 and 2 have no different? Look at scientx , havea , vs and many more . Ask yourself honestly, really has no different, share market always follow simple mathematics without fail ?

There are people also said , now the price of gadang is at its all time high in its history. Don't chase high. I feel hard to concur, I can't remember which Big GOD or sifu had taught us such theory, moreover it is still below most of the IB analysts' fair value. And many a time their fair value will be adjusted upward when new contract or good news is announced.

Do not follow my words blindly
Do not buy gadang because I told you so
Do not buy gadang if you can't sleep well when the price drops
Do not buy gadang If you dare not add more when the price drops
Do not buy gadang if you can't wait
Do not buy gadang if you have better choice
Do not buy gadang if you do not know why

Most important

Be a gentleman

Do not blame others if you fail

Lagi important

Do not score me if you fail

But I know

You won't.

Because you know when to sell

I like harry and sosfinance , both of them have done great services to i3 participants. A big thumb up for both of you .

我也非常渴望能像钱兄这样写篇文章让人强烈赞同

very funny....

how about a post a link here and tell you i have visited this place 10 times

my good friends,

it is not the number of times you have visited the place that matter

it is how far you can see that really matters


the pakcik who is staying in pengarang still sold the land cheap cheap to the developers because he can't see far



Posted by calvintaneng > Sep 2, 2016 10:32 AM | Report Abuse

go see my website. i visited pengerang 3 times already

www.johorinvestment.com

calvin ,

did you compare gadang construction profit margin with other construction companies?

how do I know when did you visit pengerang?

how do I know you indeed had visited pengerang ?

how do i know when did you talk to the kampung man who told you the rental had increased 4 times.

is that for gadang only or for all?

what is the profit margin of gadang compare with other construction companies?

which construction company has construction profit margin higher than its properties profit margin ?

why gadang properties profit keep increasing and contribute more and more despite of poor properties market performance?

is there any of your comment has given a fair view to the questions above

do not play the trick this pakcik told me ,that makcik told , I drive my old carren car going round and I see, alamak... die... sure die liao

calvin,

if you are really kindhearted as you claim

please substantiate your claim with a fair valuation

we do not want a half-baked homeworked

you know what is "half-baked" ?

what will happen if you eat a half cooked food?

are you not aware you are actually not much better than the one you claimed that he is a crook out there to slaughter the uninformed.

is that what your father and sister taught you in the church?

KCChong ,

this is the thread is used by Calvin to tarnish KYY

wrong, hentam

right , hentam

no right no wrong , also hentam

asal KYY , hentam

but so unlucky for him this time , he has chosen Gadang which I am following the development closely for years.

i have learnt valuation from you, with all the fact and data in front of me plus foreseeable good earning prospect ahead , I believe I have made a right move .so how can I keep quite and do nothing when he is try to distort the picture.

how about you do an analysis substantiate your claim

compare the rental paid by gadang with other companies in pengerang

we wish to see how much cheaper other companies have paid

do not just talk only but no evidence to substantiate.



Posted by calvintaneng > Sep 2, 2016 10:13 AM | Report Abuse

rental in pengerang is 4x more than jb city

KCChong ,

see for yourself, how your friend Calvintaneng misleads the informed here.

he called himself a Christian

which property company has no such problem ?

but I say Gadang is safe

why?

read this

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4381697



Posted by calvintaneng > Sep 2, 2016 10:05 AM | Report Abuse

The property arm in Capital City 21 might face more loan rejection.

how do you know?

who told you?

wher do you get the information?

you own wild guessing?

christian always speaks without evidence to substantiate ?


Posted by calvintaneng > Sep 2, 2016 10:04 AM | Report Abuse

Gadang's Pengerang job is facing margin squeeze due to escalating costs

calvintaneng,

do you dare say Warrent can't make more than US$ 2M every day if his share price has become cheaper and more people can afford to buy

calvin ,

did I say no bonus , no splitting and no free warrant the share price can't go up ?

I do not deny the simple fact that share splitting does not increase the value , but in reality , you also can't deny the fact that market does add value to share splitting

You are talking all theories, simple mathematics, that is best to use to swindle all the newbies into believing you.
Ask yourself honestly is it true that market never add value to share splitting , bonus and free warrant?
Do you mean all the BOD of companies spending million for such corporate are crooks out there with no intention to create value for company but to slaughter the small retailers, and we all idiots willing to slaughtered even though after have learnt all the fundamental analysis from you .
Look at scientx, topglove , havea, vs and many others. use a simple mathematics to calculate the price for a period of 1 year before and after the completion of the corporate exercise. I believe and I can confidently tell you ,for a good company like gadang , those newbie who blindly believe your theory and have missed the opportunity to gain from a good stock, will come back here to curse your grandmother.
Wait and see , time will tell the truth

Posted by pisanggoreng > Sep 1, 2016 10:41 PM | Report Abuse X

calvintaneng,

please kindly read and see for yourself

1. How GADANG creates 334M from a piece of land that only costs30.5M

2. How Gadang creates a steady income of about 55-60M every year for 5and a half year starting 2015

3. Whether capital city 21 a "gajah" or not a gajah ,GADANG will not lose but going to gain BIG



http://www.bursamalaysia.com/market/listed-companies/company-announcements/4381697


calvintaneng said:

"Actually I have been watching the progress of Capital City 21 as I own one house nearby. Todate the sales are anemic. The temporal surge in bookings might be aborted just like G Residence of GSB!

If so - Gadang will change name to "Gajah" - the white elephant. All better watch out!





Posted by pisanggoreng > Sep 1, 2016 10:49 PM | Report Abuse X

feimah,

you support an advice not to follow blindly is right, absolutely right.

but

if you believe a half-baked homework is unwise .

feimah,

you support an advice not to follow blindly is right, absolutely right.

but

if you believe a half-baked homework is unwise .

calvintaneng,

please kindly read and see for yourself

1. how GADANG creates 334M from a piece of land that only costs30.5M

2. how Gadang creates a steady income of about 55-60M every year for 5and a half year starting 2015

3. whether capital city 21 a "gajah" or not a gajah ,GADANG will not lose but going to gain BIG



http://www.bursamalaysia.com/market/listed-companies/company-announcements/4381697



calvintaneng said:

"Actually I have been watching the progress of Capital City 21 as I own one house nearby. Todate the sales are anemic. The temporal surge in bookings might be aborted just like G Residence of GSB!

If so - Gadang will change name to "Gajah" - the white elephant. All better watch out!

up-down,

now do you see the gist of our discussion

it is nothing between you and me

it is between you and KYY

your mentality

i am trying to tell you everybody has equal right to say something here, sometime what we say is right, sometimes it is wrong . it ok... but be rational and fair, if what he said is right , do not purposely make it wrong . the readers here have the wisdom to judge whether he is talking rubbish or something solid

Posted by Up_down > Sep 1, 2016 12:13 PM | Report Abuse

I'm not your father. Why make me so important in your life. wakaka


i did not say you are my father ...

i am telling you , KYY not your father , you need not have to make him so important in your life


can't you understand simple English?

Posted by Up_down > Sep 1, 2016 11:49 AM | Report Abuse

I'm not interested to " follow " or " not follow " . Listen here many many times. Be constructive.


so,
you mean , you drew all your conclusion from "Listen here many many times"

from whom?

Mahathir or Najib?

can you tell me how high is your high

how do you know 2.90 is high for gadang

show me your valuation or a comparison with another good company in the construction sector ,why no prospect to go further up amidst of abundant facts and data indicating that it will advances higher up

in the term of valuation ,there is no such thing as high price or low price, there is only reasonable price .

KYY is not your father


Why make him so important in your life

Are you trying to say uncle very contradicting

If what uncle said you don't agree or have doubt, then don't follow

If you think buy gadang can't make money , then don't buy

Very simple

to Calvintaneng with abundant of love .....

https://www.youtube.com/watch?v=q1RtlMpYOeE

why me talking only ?

please contribute some idea for me to go further

we must be rational , we can't blame anybody if we fail .

i also quite a few time lost money followed some sifu recommendations

that is normal , the sifu has no obligation to guarantee my profit

be fair with everyone here,

no one here will be that God-like to share their hard works and share with us before he has bought a lot , including me and you yourself .

lohman,

you are wrong , we can make money followed anybody recommendation , their home work saves us a lot of our time . their homework brings us into focus something we did not see.

but the prerequisite condition is we must know basic valuation, we must have a set of stock selection criteria, not follow blindly, and dare to take position if the recommendation meets our criteria .

so if you prepared yourself well , then no one can mislead you

if you don't do your home and follow blindly , then even though you do not lose in KYY recommendation you will lose in calvin's or someone else.

right ?

in any investment the is a substantial portion of luck , we can't expect all the recommendation will yield good return or positive , right decision also can lose money if the market sentiment is bad. so just make sure you do it right

then how do you know it is right?

the answer:

you know it is right , nobody to be blamed.

Murali,

in this thread that talks about the potential of gadang ,

I suggest focus on Calvin ,

why ?

he is a Christian

so much love .....

but not a slightest piece bring us closer to JESUS.

I go for my breakfast first

I will come to attend to you, calvin

The other day I drove all the way to JB to see your house

My God. ..

It is worst than orang asli

It is a disaster in waiting

You drove all the way to melaka to see Hatten project with your proton saga?

You don't even know who am I and you claim

Yourself a God who can read the future

Calvintaneng,
I remember you called yourself a Christian,

If this is true and you are indeed a Christian

Then please do a good homework properly

We do not want a half baked homework with all the wild guessing

well said ricky,

in this respect cash rich company has the advantage

put all the risks and opportunities together and do a fair evaluation

if it meet you investing requirements or stock pick criteria

then tell yourself:

fortune favors those who dare

do not forget the utilities & the plantation segment

these are the source of recurring income and good and steady dividend for the shareholders

Jay,

for you information , Gadang & Hatten JV is a profit guaranteed JV

not a normal properties development business, as long as the whole property market not collapse ,Gadang still can comfortably enjoying good profit for the coming 3 or more years

Jay,

"however every time a company's price surge after corporate exercise, it's pretty normal for them to undergo consolidation before moving up/down. so what I'm saying is that for me, short term downside is higher than upside."


what happen if a new contract is awarded ?

try to compare this 2 possibilities, then what is the best investment advice in the short term ?

simply put it this way , my crude version,


if you do nothing :

consolidation, you don't lose

new contract , you don't gain

conclusion :

fortune favors those who dare

I am not against anyone telling an opposite view

I am just sharing facts which i know and I know it is true with my limited knowledge

please read through all my comments

prove me wrong

i will call you my sifu

i have no intention to mislead anyone here

it doesn't bring me anything good and profit

I look so busybody telling so many stories here because i had benefited from so many good sharing and now i am starting to do the same, hoping we always make a right trading decision in our investment, nothing else

you may not believe, but whether you believe or not believe I still do not win any price from you

but i strongly believe ,as a Buddhist, the universal law of KARMA spares no one.

jay,

for your reading pleasure

Posted by pisanggoreng > Aug 28, 2016 03:11 PM | Report Abuse X


1. you has seen and are convinced the stock is at its uptrend

2. you have low tolerance for risk , even it is a good calculated risk

3. you know very well there is share splitting, bonus issue and free warrant ,

4. you know very well this will push up the price, you have seen it many times how the price surges sky high after the announcement and continue moving up further even after the corporate exercise, it is no exception for any good company

5. but you are so worry it could be the tricks and treats of some operators who are out there playing the same trick on some pariah unknown company to trap you

6. you know very well gadang has good enough cash to be selective in choosing contract

7. you know very well gadang has good enough time to secure more contract to replenish its order book because the current order book has works good enough to keep busy until the end of next year.

.
.
.
.

i still have a lot to say or share , but I just want to gently remind you that there is no such business on earth that you demand to contribute profit forever.

in any investment , if we can see the profit contribution for the coming 2 to 3 years, it is already very fortunate for us to have found one

remember, in any investment there is no sure win but there are many can win

remember, winning a lot of contracts doesn't mean will surely bring in a lot of profit, many operators like to do so to please the investor,

it is better for the BOD to be prudent and selective in choosing contracts, but not many company can do that and willing to do that , but gadang can , gadang is cash rich so can be more selective, and if you follow this company long enough you will agree the management is focusing more on business than share price

remember, fortune favor those who dare

bro venFX,

for your information, icon8888 is my sifu

OTB also my sifu

KC also my sifu

duit is also my sifu

later on you also can be my sifu if someday you have in anyway , directly or indirectly , written something or said something that has helped me to make a very good tradng decision,win or lose never mind, as long as it is a right decision

sosfinance,


you make "another said like no said"

1. how do you know TP is only 20 se away ?

2. how do you know it is only another 10-20 sen after next good QR ?

3. another word for investing is betting with a good calculated risk, if the company you are investing is doing better and better year after year, and you believe it will still perform well for the coming years, then there is no reason to stop your money to generate more money.

of course there there is risk, otherwise it is not called investment , it should be called pledged financing, even this also got risk, so better put the money under the pillow but still got risk.....


Posted by sosfinance > Aug 28, 2016 05:58 PM | Report Abuse

1. For long term investor, buy only when company announce new projects, otherwise, TP is only 20sen away or perhaps, another 10-20sen if they announced great results this coming quarter.

2. For traders, if your TA said buy, no brainer, buy. Forget about FA.

In order to give a view of buy or not buy - you really need to know the background of the investors. Said if he bought at RM1.14 (lowest), He should be selling to lock in some profit (Unless he know that more projects is coming). So, there is not straight forward answer until you know the background of person on what is his holdings, what is his expectations, what is the horizon, and his risk profile.

Hi! bro venFx


1. when did I say others can not share different view in i3 here?

2. you mentioned there are less revealed things like "eg. Integrity, political influences, new tech , social responsibility , market philosophy and many more ..." which I also agree are crucial to achieving a more holistic view of the topic of discussion,

but did you share or present an in-depth view on any of such matters here? may be just a few words of caution regarding the integrity of the BOD of gadang, the new tech that gadang is still far far behid of others.....

you did not !

then what is your bloody intention of bringing it up here ? to tell us you know the name of such things?

is there any rule in i3 that forbids me to say "talk like no talk" if it is indeed my own personal feeling after reading your writing ?

you are preaching to accommodate sharing of different opinion,I support such a call, then why my opinion is deemed as disallowing others to post different views? what type standard you are practicing?

read through my comment carefully

1. i did not say the writer can not say anything bad about gadang

2. I am just helping him to answer a question from his reader that he can not give a clear cut answer at the moment, anything wrong ?





Posted by VenFx > Aug 28, 2016 04:11 PM | Report Abuse

Hi! Pisang bro,
Neutrally, isn't that i3 is a platform to share different view ? (As it is a genuinely one)
Sometimes, the less revealed elements are more crucial to be discuss.
For me , whoever can deliver a difference view than mine will push me to re examine my strategy.
THE LESS REVEALED & THE DONT always safe me from the disasters.

another talk like no talk

let me help you,

at the moment you ask this question you are telling the whole world that :

1. you has seen and are convinced the stock is at its uptrend

2. you have low tolerance for risk , even it is a good calculated risk

3. you know very well there is share splitting, bonus issue and free warrant ,

4. you know very well this will push up the price, you have seen it many times how the price surges sky high after the announcement and continue moving up further even after the corporate exercise, it is no exception for any good company

5. but you are so worry it could be the tricks and treats of some operators who are out there playing the same trick on some pariah unknown company to trap you

6. you know very well gadang has good enough cash to be selective in choosing contract

7. you know very well gadang has good enough time to secure more contract to replenish its order book because the current order book has works good enough to keep busy until the end of next year.

.
.
.
.

i still have a lot to say or share , but I do not want want to make my essay to long because now a days people don't like long long essay

let me summarize what you said

" don't know still can buy or not "

sosfinance,

you talk like no talk

venFx,

your name got a bit artistic feel

really not bad

but initially I thought you are a girl, later on the reality has proven me wrong

that's why

now a days, I am less confident in what i see thing

i notice some people like to attack icon8888?

wrong , hentam !

right , hentam !

no wrong no right , hentam!

asal icon8888, hentam!

I also want to hentam icon8888 because for the following reasons

1. why he can be that hard working ?

2. why he can be that smart?

3. why he be that popular?

4. why he can be more successful than me ?

but those all not the main point

the main point is that i always feel inferior or feel losing out to icon8888 whenever his name appears

those are my reasons, not your reasons

I am not interested to guess what are your reasons

anyhow , it is normal lah......

if you are a pure gold ,no matter how you hentam, you are still a pure gold

may be after many many hentam you will shine even more, even brighter

i do not know how to invest ,

i only want to make money

i wait for your recommendation

if it meet my selection criteria

i will buy and keep until I make money

i will keep more and more if the stock you recommended performs better and better, year after year, and i can see will still perform better for the coming year.

i am a farmer, a very traditional farmer in many kampung here, so i invest like a farmer, nothing new and sophisticated to share but 1 principle ,

successful investment = great company + patience

this principle is not mine, I also learnt from great sifu here , sifu apini and kcchong

thank sifu apini and kcchong