sephiroth

sephiroth | Joined since 2012-12-27

Investing Experience Intermediate
Risk Profile Moderate

I feed on people's fear and panic which instantly translate into cash which absolutely maximise profit and satisfaction. Just wanna thank those jokers for their contribution. SEPHIROTH CRUSH THEM ALL

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User Comments
General

2015-05-21 16:58 | Report Abuse

dunknow, jangan say hantam lah, enJOYYYYYYYYYYY to the core

General

2015-05-21 16:56 | Report Abuse

yup connie, north south HIGHway, I LIKE kikiki, perfect match, free TOLL one kikikiki

General

2015-05-21 16:50 | Report Abuse

connie, i seldom take zinc supplement but when i 'c' u, i felt sudden gush of mighty power loh

General

2015-05-21 16:48 | Report Abuse

dunknow, red red..ver cin shiok shiok kikikikiki

General

2015-05-21 16:37 | Report Abuse

ok connie, maybe 490.75 enuf liau k

General

2015-05-21 16:34 | Report Abuse

Ya lor i makan donut (n) betik (shhhh 1mdb) boh lui liau mah

General

2015-05-21 16:27 | Report Abuse

Good afternoon connie, wanna try 500 strokes of seph later

General

2015-05-20 21:49 | Report Abuse

Connie, sforce seph gonna reach your place at 11pm, ' dress up' k

General

2015-05-20 16:29 | Report Abuse

ya lor connie, sometimes i let u control the speed n steepness

General

2015-05-20 16:24 | Report Abuse

ok connie, i elaboRATE X strongly deeply later tonight yeah

General

2015-05-20 16:12 | Report Abuse

wahh duit kau kei liau, my words mostly boring one n maybe sometimes a tiny bit stimulating loh, make more than enuf $$ liau, have to sweeten n melt connie robins ice cream loh, every tues less 50% kikikiki

General

2015-05-20 16:04 | Report Abuse

twobits, still very pink n firm, more nutri than multi-vitamins loh

General

2015-05-20 15:59 | Report Abuse

connie, how's yr frens niepearls

General

2015-05-20 15:46 | Report Abuse

good afternoon connie, how's my thrust nowadays?

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2015-05-20 11:12 | Report Abuse

look forward, can buy cheaper, the next quarterly profit will be hit hard(full impact of gst)

General

2015-05-20 10:56 | Report Abuse

duit, deflect kiss liau, kiss yr wife mah kikikiki

General

2015-05-20 10:41 | Report Abuse

duit, ahem... a short para from tzu chi mags(jan 2015 mag pg 7)

A person's nobility is not determined by his possessions, whether poor or rich, but by his character, whether proud or humble, Many ppl r greedy not becoz they r lacking but bcoz they r not contended. These r rich among the poor, heading from darkness to light

General

2015-05-20 10:31 | Report Abuse

looks like corn counter malaOFF, start to freefall even with stabilization action,debt 2.40, share price 1.71 kikikiki

General

2015-05-20 10:23 | Report Abuse

duit, take zinc supplement, pumpkin seeds , straight away peak in energy n vitality

General

2015-05-20 10:16 | Report Abuse

OK your yumminess connie, yup still in amprop , but taken 50% profit(bot 0.73 adjusted for free amprop-pa, sold 1.02)

General

2015-05-20 09:56 | Report Abuse

duit, u just married n went for honeymoon last yr, old pulak? still have tons of stare-meena mah

General

2015-05-20 09:51 | Report Abuse

duit, her 'pocket' veli veli ichiban one

General

2015-05-20 09:46 | Report Abuse

good morning connie, u did release a dozen times yesterday after the multiple romps

Stock

2015-05-19 16:56 | Report Abuse

Padini has decided to absorb the 6% GST from 1 Apr (estimated 5- 6% revenue impact) and maintain price tags of all existing products, as the cost to facilitate GST input tax claims across all outlets could be significant (i.e. stock-take, audit). Meanwhile, Padini could be scaling down its expansion plans as only four new outlets are confirmed for opening in 2015 at this juncture.

Bluebiznet, report from maybank research dated today

General

2015-05-19 16:48 | Report Abuse

Duit, harry seph no scared hair loss mah

General

2015-05-19 16:40 | Report Abuse

Duit, plug into socket sungguh sangat shiok kikikikiki

General

2015-05-19 16:22 | Report Abuse

connie, mon to sunday also mau, wanna rest 1 day not, up to u, max stare-meena 3 kali 1 hali

Stock

2015-05-19 16:15 | Report Abuse

walao padini absorb 6% gst pulak, hoh seh liau

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2015-05-19 16:13 | Report Abuse

yesterday + 6 sen, today -1 sen, ok loh, suddenly whole market red, bagi mr ho breath sikit sikit loh, holding quite well ady

Stock

2015-05-19 16:05 | Report Abuse

wahhh 1.35 liau, i sapu some at 1.28, below 1.20 sailang kikikiki

General

2015-05-19 16:01 | Report Abuse

connie, 3 can or not, dinner, supper PLUS 3 am coz i have lots of stare-meena

Posted by connie > May 19, 2015 03:53 PM

good afternoon sephi :) errrr dinner n supper too ????

General

2015-05-19 15:47 | Report Abuse

thanks duit, it's the tastiest 2 (slurpy) +1 (yummy) wantans in few galaxies

General

2015-05-19 15:47 | Report Abuse

thanks duit, it's the tastiest 2 (slurpy) +1 (yummy) wantans in few galaxies

General

2015-05-19 15:25 | Report Abuse

good afternoon connie, how's our lunch 'Xplosion' very satisfying?

General

2015-05-19 13:34 | Report Abuse

Thanks tm, 3 rounds of profit from fitters liau, one of best purple notes printing machine, will check it out tomorrow afternoon ex-date, noted profit decline for 2 consecutive quarters but gonna trust your ta skills n buy some this week

General

2015-05-19 13:14 | Report Abuse

Connie, fitters tomorrow 0.6 sen dividend ex-date but price minus 1 sen

General

2015-05-19 11:23 | Report Abuse

connie, i cabut first, gotta work, later masuk again r, bye

General

2015-05-19 10:34 | Report Abuse

yup, connie but my 'bro' wake in the middle of the night n go for another round with yr 'sis', after that slept veli soundly

General

2015-05-19 10:27 | Report Abuse

20% pp at 1.62 per share, short term will dilute eps, long term, $$$ put to good use and ecoworld boss veli famous n intelligent for boosting profit mah

Stock

2015-05-19 10:17 | Report Abuse

today, ah ho rest for few hours after yesterday intense session, after lunch, green again loh

General

2015-05-19 10:11 | Report Abuse

good morning connie, s-connie-presssss :):):):)

General

2015-05-18 22:04 | Report Abuse

Dunknow, I sudah beli a dozen of cash counting machines, ta da, now eat cherries first, after that.....

General

2015-05-18 22:02 | Report Abuse

Ok thanks sifu duit, good night, gotta prepare for some shiok shiok activities round 2

General

2015-05-18 21:53 | Report Abuse

Thanks sifu duit, hopefully will shoot up loh coz will take 2 yrs to build, amprop only 51% of rm20.5m per yr, roughly rm 10m revenue times 21 years, 210-220m revenue, profit margin how much leh

General

2015-05-18 17:55 | Report Abuse

Duit, whatever I have,I already post at ho hup thread, Malton pavilion 2 phase 1, fully sold gdv 325m, hohup entitled to 18% as land owner(bought 60acres in bit jailil in1995 with book value of 150m) hohup expected to received cash of 100m per year for 7-8 years

General

2015-05-18 17:36 | Report Abuse

Connie, how's ho hup's chart,sieh sieh ni, tonight 'sieh sieh ni' to the core

Stock

2015-05-18 17:00 | Report Abuse

2.25 sell q suddenly vapourised 90%

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2015-05-18 16:41 | Report Abuse

http://rhbosk.ap.bdvision.ipreo.com/NSightWeb_v2.00/Downloads/Files/249be936-8e54-4b4b-93ea-5ebbd9dea0d4.pdf

from earlier post, all hantam hohup kikiki

Earnings visibility. Currently, the company has four construction projects in hand
with a total unbilled portion of MYR301.5m. In addition, Ho Hup’s property
development project in Bukit Jalil (on 7.2 acres of land) comprises shop offices, smart
office versatile office (SOVO), two office towers and retail floors, and has an
estimated GDV of MYR1.1bn. The shop offices, retail floors and SOVOs are fully sold
with unbilled sales of MYR275.4m as at end-February. The company’s current jobs in
hand – together with its combined unbilled amount of MYR576.9m from both its
construction and property divisions – translate into earnings visibility for the next two
years.
JV with Malton to further boost earnings. Ho Hup’s wholly-owned subsidiary, Bukit
Jalil Development SB (BJD) has tied up with Malton for the “Pavilion 2” integrated
development on 50 acres of land in Bukit Jalil, Kuala Lumpur, with an expected GDV
of MYR4bn-4.5bn. Phase 1 of the project, which comprises retail shop offices with an
estimated GDV of MYR345m, has been fully sold. Going forward, Malton plans to roll
out Phase 2, which includes retail shops and two serviced apartments. The JV is a 5-
year project and is estimated to generate positive cash flow for the company. Ho Hup
owns 18% under this venture. Based on the expected GDV of MYR4bn-4.5bn, the
company should be able to generate MYR720m–810m in revenue from this venture.
BUY with a MYR2.57 TP. With its transformation completed in 2014 after it exited
PN17, Ho Hup is now able to focus on growing its core businesses, namely property
development and construction. The company’s recent set of good FY14 results
indicate that Ho Hup on the right track for earnings growth.
After facing many hurdles in the past, we understand management is taking a more
careful stance while growing the company proactively. We expect decent earnings
CAGR of 17% for FY14-17F, premised on strong unbilled sales and higher
contribution from its JV with Malton. Overall, we believe that the investment
community has overlooked Ho Hup’s turnaround in FY14. In addition, the new
management has displayed determination and commitment in reviving and growing
the company’s core businesses. We initiate coverage on Ho Hup with a SOP-based
TP of MYR2.57 (fully-diluted TP: MYR1.90, post-private placement in Jan 2015).
Our valuation also implies a FY16F P/E of 8.9x, higher than its 2-year average
historical P/E of 6.0x. However, we believe that our valuation is justified based on (i)
stronger earnings growth driven by greater contribution from JV project with Malton
and higher earnings recognition from its construction arm, (ii) a turnaround story,
whereby we believe that Ho Hup deserves a re-rating as it has turnaround in FY13
with a net profit of MYR22.5m and exited from PN 17 status in FY14, (iii) the
company is no longer plagued by legacy issues and we think that the new
management is displaying its capability and commitment to lead the company for
better future growth.

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