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2019-06-25 12:43 | Report Abuse
con people la this counter, why let them make money?
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2019-06-25 12:42 | Report Abuse
not necessary... u only need the ratio to know dilution (if any)
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2019-06-25 12:40 | Report Abuse
"Went to the AGM last Thursday, and had the opportunity to speak directly to CEO Dato Phum & deputy CEO Mr Lim Swee Chai... Advcon is a counter that can be called 'undervalue' if you see its market cap / total orderbook (orderbook 5-6x market cap), but the undervaluation do come with few justifications.."
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2019-06-20 17:24 | Report Abuse
"Profit guarantee + buying at price cheaper than the new shares issuance + uptick in demand + runway in capacity - low profit margin - cash tight - potential of further dilution... Interesting company but one with little margin of error."
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2019-06-16 19:37 | Report Abuse
selangor properties berhad. First offer at 5.70 in nov 2018, then become cos some shareholders not happy 6.00 then become 6.30 then approved on valentine day 2019.
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2019-06-14 15:44 | Report Abuse
Wont pay whole chunk as dividend la, surely mostly will be used to pare down debt
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2019-06-14 15:39 | Report Abuse
non event... no recap of last year, no preview of this year outlook. Ppl come, register, vote and byebye. No room for q&a also. Management barely open mouth. Lucky I didnt go, would be a waste of time.
Quite a pity, they should rly utilise the AGM to give confidence to investors. Hope its rectified in the future
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2019-06-14 15:36 | Report Abuse
Guys, this company is a scam artist la. pls becareful.
ERP contract can worth RM 20m meh.. u google ERP malaysia and see, most are RM 200 a month only.
Deal wf psiptek also... consultancy only can worth so much meh.. all fabricated wan.
At the end of day, all revenue in p&l but in balance sheet become all trade receivable and then one fine day... BOOM,all become bad debt
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2019-06-04 11:57 | Report Abuse
The Singaporean party being aggressive here. They know Canone in quite a tight spot.
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2019-06-03 13:08 | Report Abuse
Phillip: - majority of the debt was taken as a business decision back in 2012. They issued sukuk to do concession business for 23 years. If this is to be taken out, its debt ratio is only abt 0.4x or industry norm. I wouldnt say the concession business is a bad thing.
I do agree that their biggest risk is the sale of their property though. It's not cheap.
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2019-05-31 15:59 | Report Abuse
Wow RHB recommend this counter. I've lost all respect wf this analyst.
News & Blogs
2019-05-31 15:58 | Report Abuse
Callmejholow - going to the AGM? Maybe intro yourself there to the MD hahaha
News & Blogs
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2019-05-31 15:55 | Report Abuse
Callmejholow good write up bro, this counter is so underappreciated
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2019-05-31 15:50 | Report Abuse
CIMB analysts hahaha. Can only believe half they say la. Same like RHB
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2019-05-31 15:46 | Report Abuse
And its been 1 year since development around Encore (Terra Square) is stopped, and nothing is happening. How to be bullish?
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2019-05-31 15:44 | Report Abuse
It's almost 1 year now that impression series is released. Performance is lousy and rating is just so so, but Nothing changed. Disappointing.
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2019-05-30 16:47 | Report Abuse
From trade war / tech war to cash usage to competitive advantage to 2019 outlook.
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2019-05-29 14:05 | Report Abuse
"The fact that the counter held the closing price well despite all the selling from passive funds is a HUGE PLUS and is a testament on buying interest in the counter. And now that the hanging negative news of MSCI deletion is out of the way, shareholders hopefully can look forward to more upside!"
Good discussion and analysis. Worth a read.
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2019-05-23 23:40 | Report Abuse
Basically, premium is almost all time low, probably a smarter way to trade the counter.
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2019-05-15 17:21 | Report Abuse
BIMB-WA is a smart trade at current lvl
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2019-05-03 11:28 | Report Abuse
Trade War tension had eased a little, and EV emergence is getting more relevance. We are talking of a local company that is able to compete wf global giants like OSRAM. This stock is a keeper. Slightly on the high side of valuation, but it's a keeper
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2019-05-03 11:21 | Report Abuse
QR is expected to be bad. Buy only after that. Overall story still bullish.
News & Blogs
2019-05-03 11:17 | Report Abuse
"They credit everything to IoT, ERP - They're smart... They know that finance people dont know shit abt IT and IT people dont play stock market."
Almost died here. not entirely true but true enough hahahaha
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News & Blogs
2019-04-30 12:59 | Report Abuse
If you're thinking of subscribing to the IPO, This is a must read. Worth your 5 mins.
News & Blogs
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2019-04-25 10:30 | Report Abuse
High conviction value investment in the construction sector.
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Blog: PANTECH (CODE: 5125): Leading One Stop Centre for Pipes, Valves & Fittings (PVF) for oil & gas industry (Davidtslim)
2019-06-26 04:57 | Report Abuse
Always been a fan of davidlimts, his cresbld writeup was my fav. However, his writing on aturmaju / ARBB, where he got trapped by the tricks of shady businessmen doing shady deals, put a slight dent to his otherwise good record with me. In KLSE, being gullible to all publicly available information can be your biggest downfall.