ttwong

ttwong | Joined since 2016-08-12

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

41

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
41
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2018-03-29 21:56 | Report Abuse

yes, with election around the corner, everything seems not moving..but after election will be interesting...that's why i see gamuda share price "in preparation to move"...

Stock

2018-03-29 17:13 | Report Abuse

gamuda share price looks like in preparation to move up to new level?

Stock

2018-02-20 17:37 | Report Abuse

EPF getting serious now, joining LTAT as substantial shareholders. today volume should indicate they are in action.

Stock

2018-01-23 10:45 | Report Abuse

MMC-GAMUDA-GKENT is indeed the strongest combo of rail players malaysia can offer. Stand a good chance to win perhaps.

Stock

2018-01-12 21:53 | Report Abuse

well, owner Mr Ooi did acquired shares last month. small amount but perhaps a hints to market that everything is fine? I also view recent dividend announcement as positive surprise. not so much on the amount but positive signal to market that company financial is fine. just my 2 cents.

Stock

2018-01-11 16:42 | Report Abuse

I can't remember there is any announcement regarding AES contracts. any pointer to that?

Stock

2018-01-09 16:44 | Report Abuse

i invested in OCK because I am attracted to the sustainable + growth potential of its tower business. still waiting for the fruit to reap. cheers...

Stock

2017-11-15 10:13 | Report Abuse

deep value asset play need times. the beauty of deep value asset play is that you don't need to think hard to time the market or time when earnings going to be good, buy on weakness, slowly accumulate and one fine day, you will be rewarded. i am sure one fine day, the major shareholder want the reward too..

Stock

2017-11-07 15:02 | Report Abuse

today sell down is because of MRT3. Let's see if there is opportunity to initiate position in Gamuda.

Stock

2017-09-29 08:19 | Report Abuse

cy909, it is accounting rules. comprehensive income of joint-ventures (JV) is not incorporated into group's income statement. Only the final shared profit number is reported out under "Share of profits of joint ventures". This is called equity based accounting.

Stock

2017-09-28 19:28 | Report Abuse

good result hit by one-off provision for impairment on Smart's expressway - 98 mil.

If excludes one-off impairment, net profit will be 201 mil which is historically 2nd best high.

Stock

2017-08-29 20:40 | Report Abuse

steady, focus :)

Stock

2017-08-29 20:34 | Report Abuse

Other operating expenses is advertising cost + promotional expenses.

One very interesting point I noticed is that topline is all time high. Now, this is quite surprising. PWROOT business is known to be seasonally weak during Puasa Month.

I will initiate position in pwroot if there is a great bargain. Keep in watchlist.

Stock

2017-08-25 10:05 | Report Abuse

disappointed with their result even taking out the impairment. well, that's life in stock investing, sometime thing can still go wrong even you have done the homework.

Stock

2017-08-23 21:17 | Report Abuse

Jtiasa plantation production growth (ffb, cpo, pk) in term of yoy and qoq is much more significant than taann. hopefully plantation segment can deliver strong earning.

Stock

2017-07-31 20:08 | Report Abuse

so far, i noticed those business which required huge capital investment often talk about EV/Ebitda.

Stock

2017-07-31 20:03 | Report Abuse

funda, can explain more why PE is not suitable. what kind of business need to use EV/Ebitda valuation. just for my learning.

Stock

2017-07-19 20:57 | Report Abuse

I thought you want to add 100 shares every day? so fast give up already.

Posted by abang_misai > Jul 19, 2017 08:47 PM | Report Abuse

Hehe. I sold today. Wait for its wa to retrace to 0.18

Posted by abang_misai > Jul 8, 2017 10:15 AM | Report Abuse

Added another 100@0.34 yesterday. Average 200@0.34. Total investment Rm68.00. Add add 100 shares very day.

Stock

2017-07-18 15:25 | Report Abuse

Just to give complete picture, tan sri also acquired 21 mil share in march. therefore disposal of 60k share on the same month is insignificant.

TAN SRI DATUK DIONG HIEW KING @ TIONG HIEW KING 06-Mar-2017 Acquired 21,000,000 0.000

Stock

2017-07-13 20:16 | Report Abuse

Similar to Taan, their future is all about plantation. For Jtiasa, plantation will overtake timber as bigger segment contribution to the group. Figure from plantation will be stronger and stronger, we shall see whether this is enough to offset weakness in timber.

Stock

2017-06-09 14:39 | Report Abuse

why blocking?

Stock

2017-05-26 09:10 | Report Abuse

if this result is sustainable, current price is really a bargain. worth a bet.

Stock

2017-05-10 21:36 | Report Abuse

yup, Goinvest88 is right, their ceasing is due to dilution of shareholding, not selling. Therefore their last known trading transaction is in Feb which is buying.

News & Blogs

2017-05-07 22:52 | Report Abuse

Hard to resist the "social proof". money game come into my mind.


During the Berkshire Hathaway’s annual shareholders’ meeting, a value investor from China asked Buffett and his right-hand man Charlie Munger for advice on how to spread the value investing philosophy in a market system where so many are speculating.

“There’s always some speculations, always some value investors in the market,” Buffett said.

The problem arises when people start to see others benefitting from playing the market.

“When speculation gets rampant and when you’re getting what I guess Charlie [Munger] would call ‘social proof’ that it’s worked recently, people can get very excited about speculating in markets. And, we will have it from time-to-time in the market,” Buffett said, adding, “There’s nothing more agonizing than to see your neighbor, who you think has an IQ 30 points below you, getting richer than you are by buying stocks, whether it’s internet stocks or whatever. And people succumb to it. They’ll succumb to it in this economy and elsewhere.”

Stock

2017-04-28 15:54 | Report Abuse

Anyone know if below disposal does provide significant boost to engtex next year earning?

(ii) In November 2016, a wholly-owned subsidiary entered into an agreement with a third party to dispose
of a parcel of industrial freehold land located at Mukim Senai, Daerah Kulaijaya, Johor for a total cash
consideration of RM11,644,150, of which RM1,164,415 was received as deposit. The transaction was
completed subsequent to the financial year end.
(iii) In November 2016, a wholly-owned subsidiary entered into an agreement with a third party to dispose
of a parcel of industrial leasehold land located at Mukim Kapar, Daerah Klang, Selangor for a total
cash consideration of RM6,647,920, of which RM664,792 was received as deposit. The transaction is
pending completion.

Stock

2017-03-07 10:03 | Report Abuse

seems like the warrant is struggling to catch up with his mother. premium is going down.

Stock

2017-03-03 14:04 | Report Abuse

dumb dumb hold. should be about time for mrt2 project announcement.

Stock

2017-01-06 09:35 | Report Abuse

MD acquired shares again yesterday. Strange that the share price just refuse to move.

News & Blogs

2016-12-27 22:06 | Report Abuse

keep up the good works KC. Btw, your bahasa sxcks... :)

Stock

2016-12-08 21:46 | Report Abuse

i don't think it has any impact, because this is business between private sectors, not government to government related type of business/trade.

News & Blogs

2016-12-02 19:32 | Report Abuse

Done, one like from me.

News & Blogs

2016-11-29 15:54 | Report Abuse

Just to add on more pointers to discuss about the "red flag" portion mentioned in this article.

Section 4.15 explain the definition of property development costs which mainly consist of (i) Cost related to Land (ii) Cost related to actual development activity.

In section 16, from the 2 tables (2016 and 2015), we can see the huge increase in total property development cost came from free hold land (

Free hold land 38.9 mil --> 273.3 mil
Lease hold land 65.7 mil --> 60.9 mil
Actual development cost 94.5 mil --> 150.6 mil

For 2016, actual development cost incurred is 153 mil while cost recognized is 96.6 mil. Is this ratio reasonable?


So is Gadang really unreasonably recognized huge property revenue first while leaving huge actual property developemnt cost to be capitalized later, as painted by this article?

I am just learning. I also getting confuse now.

News & Blogs

2016-11-27 00:18 | Report Abuse

cash flow should be viewed multiple years instead of just one particular year. over the latest 5 years, its cash flow has been up, down, up, down by small amount. pointing just one year of negative cash flow is unfair to the company.

also i am dissapointed with u kc that u use those "dismay" picture posted in public forum from unknown person as one of your pointer to judge your investment.

Stock

2016-11-22 20:43 | Report Abuse

I did not expect them to have a fanstatic result, but making loss is totally out of my expectation.

Stock

2016-11-17 16:02 | Report Abuse

sosfinance, can you elaborate what do you means by IRR 16%? Which project you are referring to?

Stock

2016-11-17 15:40 | Report Abuse

lolz...good. go go go Icon :)

Stock

2016-11-17 14:08 | Report Abuse

Icon, seem like the reader comment make a lot of sense to you until u decide to remove your article? It will be good if you can elaborate for us to discuss more about it. good or bad is up to our own judgement.

Watchlist

2016-11-15 11:13 | Report Abuse

SuperMan 99, is this your real transaction. even the figures are real life trade? Btw, your performance is impressive.

Stock

2016-11-11 11:04 | Report Abuse

Is weakening of RM against USD good for WTK?