Vivocom orderbook has increased throughout 2016
Prospects for more contract ... still awaiting HSR-CRCC play.
Still on target for MB transfer.
Just wait for AGM this year...for all the news we need. OR people can question the BOD then.
It's a counter where the trading price can be decided by 'other' factors..up or down.
So I am confident in 2017, it will come good.

Happy CNY to all....but trade on your own beliefs.

I believe vivo will deliver
as they will never get a better opportunity to go MB
this time their company is perfectly set up vs last few years; when thier
order book n profit was about 15% of now
Their managememt knows the value of going to MB as it will be a stepping
stone to get big cornerstone investors vs small fry (retailers)
So those who think its worth the wait n see....then stay put

Remember, still awaiting new big projects...ie HSR
to add to current orderbook

Furthermore it is unusual for Vivo not to issue a statement on current situation

Thats my opinion...

But in Malaysia, all counters that move up or down are being manipulated in a way or the other....so here is no exception.

Just to add....

For ppl that has traded wisely on Vivo, they could have profited a few rounds already...but be careful as this counter is playground for 'sharks'. A lot of bankers i spoke to also didn't expect the price to be sold off sharply after bonus issue. It may well mean, that someone is pressing to accumulate. So if you are in it with holding power, then don't look at it until next quarter which will tell if Vivo is serious to go MB.

Of course, now with SC looking at Vivo, it can be either good or not; will remain to be seen. In a way it will reduce price manipulation too high or too low. Personally, I anticipate Vivo to reflect its true value in due time...and this value is much dependant on full year profit and upcoming projects.

Orderbook remains strong, but no new stimulus.
Hope for news from PM meet in Singapore in December on HSR.

So trade on your own judgement.

4086...mmm...where did you get the forecast profit?

Usually genuine investors r quiet...
The doomsdaymonger r the ones that keep bashing vivo...

3Q out soon
HSR CRCC n vivo rumour circulating
Hope it becomes a reality soon:)

ktsk88
You are spot on with your comment...Hahah


For the rest...
Just stay calm
Don't play contra on this counter is my advice
Wait for Q3

Rumour...
I can't confirm hence I say rumour
Heard more collaboration from CRCC soon after finalisation of deals
If true it will be good

Company profile, projects in hand, prospects remain the same

But has potential of securing more awards of projects...huge ones even
Company profit better than expected last 2Q
3Q out soon
In line to apply for MB transfer

So decide for yourself if worth investing

Company projects in hand remain same
More in tender
On target to go to MB
3Q16 profit to be out soon
Nothing has changed about company profile

So trade with your own judgement

MMM....so what do you guys think of Guocoland Msia's prospect then?
Dividend is announced to be 4% already...
Please comment...

Pohsee...I agree if Vivo does a consolidation exercise. But I don't see it at the time being.

To the rest...It is not for us to call UP or DOWN.
If company deliver results as predicted and moved up to MB, in time this will be reflected in the share price.

To the people that don't believe in this counter...I suppose you can sell up and not create panic. A proper word of advice backed by facts will suffice.

MsEliza...it really depends on full Year earnings...this will reflect on the Year EPS and see the PE at that time.

If very good result and sentiment in the sector, a gap up can occur if the PE at that point of time is deemed below what it should be valued in the market.

Also, if orderbook gets stronger it will add to the cause.
Also, if transfer to MB, and Vivo can secure strong instutional investors the cause gets stronger.

Don't contra on the counter.
Be patient...regardless of negativity painted here by some people

I am not asking you to believe me....just trade on your own judgement

Prof Conman is here 24-7
So credibility really low!
It's like his job o hang around here...;)

Professor_conman
You can try bait me...but I will not engage.

What I stated I believe are facts.
End of story.

Trade based on your won believe.....

Another week has gone by and Vivo has been relatively quiet...

But there is no reason to panic
Why?
Another has gone by, and all the NEGATIVE speculations by certain people have not materialised!!!
HiWorld seems very concerned for everyone though....hahahaha. Such a kind soul if his intentions are pure.

What remain certain and unchanged is profit to date about 50 mil, contract orders about 2 bil. So one expect same or better Q3 result.

So guys hang on.....

No panic here with Vivo

They are on the right track to fulfill Bursa requirement for MB transfer
This will open doors for them in terms on finding big investor funds ... example EPF etc ( not saying EPF will buy, just stating example )

With the bonus issue, I think a lot of warrant holders will think / have converted to mother share. Do the maths. This is good for Vivo as they need working fund.

Hence, I will say the counter is in consolidation. Well, so I will make a HOLD call for those who have bought in. Just stay away if you intend to play contra....

Wait another month and look at where the price is. I am sure it will reflect the coming 3Q results nicely. So far they have not shown any signs of not able to fulfill any contracts delivery....despite a lot of bad remarks on this forum...even by a so called Professor ;)

This is my opinion only....

Just an observation....

As long as there are 'people' criticising Vivo non stop on this site with no strong supporting facts....I can say all investors are safe! Hahahaha

Another opinion...

We can't expect Vivo announce new contracts every 2 weeks, can we?
Realistically, all these LOA takes time to nego and reach agreement. I am comfortable with what have been secured to date. But I feel more to come soon.

On stock price...

I think 3Q results will be a further catalsyt...so have to be patient

EKOVEST also has potential...
BUT have already sold some stake DUKE highway to EPF recently...
All priced in already into current price...so the play may not be anytime soon
Wait for more good news again if interested in EKOVEST

VIVO counter still at its infancy...so I feel has more room for price movement

My advice is just ignore the baseless allegations made by certain parties....
Waste time, energy, and it is a brain drain arguing otherwise with these people.....

Trade base on own jugement

Many have stayed the course from NOV 2015 in Vivo.
On paper already profit is there.
Those who joined in mid 2016, there is also profit.
So, I think majority of people are confident in staying put with Vivo.
Hope they will have more deals announced soon and that 3Q16 profit will be within expectations.

Usually post bonus issue, the share price of a counter will slowly gravitate back to the price before bonus if the sentiment on the counter is good. That is what i have observed over many years in trading in Bursa. Hope Vivo will be the same.

I can see negative banters between 2 person created artifially to talk down vivo.

Those who believe...stay invested.
I see some genuine regular names here...and I am sure these people have at least made 10% or more.

Yes time is money. But sometimes peseverence can reward more than 'counter' hopping for us all...smaller timer investor ;)

IF vivo continue to deliver and record another 3Q results, I am sure all negative comments will fizzle out by then. And by then, the price I am quite sure will be higher than now...

That's my 2c

Looks like management wants people holding warrants from last month to convert to mother shares. If so, it will be good for those holding mother shares. My 2c....

Don't play contra with this counter.
I will gravitate upwards in coming quarter.
So those that bought in recently, I am sure have no profits yet but...HOLD....look away 1 month and check back.

Unconfirmed rumour...being circulated:
Q2 PAT better than Q1
Potential Re Rating of counter
Potential of GAP up 3-5c post announcement

Don't shoot me if you don't believe.

IF anyone uncomfortable...do sell up and leave this forum alone.
I will recommend hold until announcements and bonus...which I have been saying all along.

Trade based on your own assessment.

Jjasonlim...Q2 results not out. Rumour to be soon. Rumour has it to be better than expected. Just wait and see.
I think last quarter the Private Placement party exited unethecally triggering a selldown.
I firmly believe it will be good news for Vivo this round and set the tone for a re rating catalyst.
But you must trade in your own comfort zone

Ask about TP again once Q2PAT out...n see if there is a re rating. If all is good Vivo will soon be trading in tandem of PEs of mid cap construction company like Sunway etc
Be Patient for now.

Speculative comment: Maybe the conman/conlady still accumulating and getting for the next push up! haha

Stay Calm...if you have been following the counter.
Newbies that just bought in, my advice also stay calm.
Wait for good news and announcements.
Anyway, it's not even 11am yet!
I suppose a lot of ppl that pick up on contra waiting on the EGM before this has to flee now....just don't play contra here.
I predict today will not move much;most likely closed unchanged .
Happy Trading

Jjsaonlim....yes....i agree wuth u too. The goods news is i feel the real play is not here yet. But in msia, counters that move are all to certain extent controlled by them too.
However, vivo has currently strong order book n fundamentals to back the play.
So i say be patient for a while n should be rewarded. Give it another month or so....unlezs u r already happy. Happy trading

Michelle....not sure. Maybe during EGM monday? Speculative.
But glad to know u r still holding on to vivo despite testing
Times last 2 mth. Have faith.

New ID or not, good or bad comments are welconed. Just dont
Simply bark nonsense.

Trade with care n own judgement.

I maintain Vivo will perform in next 2 to 3 weeks based on
Current market n sentiment.

Have a good weekend

To all that have held on to their Faith in last 2 months...you re all happy now.

My current call for the next 2 weeks....just sit back and enjoy the show. We shall see at what price this Vivo reach in 2 weeks time. I foresee a rally with few good news impending.

Don't sell out cheap if you can hold your nerves! Haha

Yes...today seems very quite for Vivo and this Forum.
A lot of ppl have not made comments here...especially 1 guys who bashes the counter.
I will advise to stay calm and watch the developments over next 3 weeks.
I am confident that Vivo will come good for those who are patient.
EGM with bonus shares and Q2 results (if better than predicted ) to come are good signs.
HSR project bids and so forth still not in play yet.


Richardcslim...hope your friends are happy if they had bough in at 26.5c right? Cheers

Just stay calm

My reply to Disagreetoagree

- Lack of diversification of earnings (all based in Malaysia only)
-->Has aluminium biz, telco biz, and construction biz. Well, lots of BURSA listed counters are based in Malaysia right????


- Insufficient working capitals or cashflow (*Need for funding thru private placements every few months moving forward)
--->Cashflow has improved but can be better. Even if they raise cash via PP, it is ok it VIVO really put it to fund the projects. As earnings come in, cashflow can only get better.
Hence, they call this a company's growing phase!!! and we buy on potentital!

- No track records for railway projects & lower chance at bidding success (*Unlike Gamuda/IJM done Underground tunnels/rails/MRT/LRT and Sunway/Suncon done Bus Rapid Transit)
--->HSR remains a rumour. I don't think it has been priced into Vivo stock yet. Remember HSR is worth excess 40 billion. If Vivo gets it, all of us will be happy.
If Vivo don't get it, current order book has visible earnings until 2017 already. Don't try create rumour of HSR and Vivo.

- Overly relied on one man show CEO Dr Yeoh Seong Mok and CRCC
--->Do go check the construction secured how many precent is from CRCC. Last I checked was 50-50 or less. Please get facts right before barking!

- Too many scandals and leaked insider info and rumours (*Weak management and corporate governance)
--->Well So far only YOU DISAGREETOAGREE claim to have insider info and rumour! hahahahahaha


Ok...over and out from me today
Trade with your own wisdom guys!

Disagreetoagree...
I think everyone's break even price is 40c! Otherwise all loose money. Hahahaha.

Seriously, I think all of us here would appreciate it if you trade silently and not stir 'shit' in this forum.

My assessment is it will break out soon beyond 30c...so sit tight.

GoodBoy...depending on your entry point price and holding power. I am sure a lot of profit taking. But I can see some big transactions accumulating. The stocks can't be shooting up every day, right? I think Q2PAT may be a catalyst for counter re rating and also the current outstanding book order is healthy. If can wait for news then just sit back and relax.

Disagreetoagree....
You have been calling for free fall for more than 1 month.
Your initial target of free fall was 0.09c if I remember correctly, from 22.5c

Well, for more than 1 month and still nothing happening but Vivo moving up.
I believe it will test new heights soon. All investors, I feel you all should just hold and wait for good news. BUT do decide for yourself.

As for Disagreetoagree....You can continue to shout your case of free fall.
But this is just like story of " The Boy who Cried Wolf too many times "...and no one believes the boy anymore. hahaha...

Perhaps if you change ID again will be better....Hahaha.

B4b4....I definitely agree

Disagreetoagree...
Just a gentle reminder...

some ppl would not have profited when it went up 22.5c to 27c
And then again 27c to 29c

...IF they had listened to you from 2 weeks ago. And yet, you can shout loader today...hahaha...

Luckily I am sure a lot others did make profit cause they are smart to judge for themselves.

Anyway, over and out from me today....Happy Trading

Yes, I see the trend today too.

Certain parties trying to buy cheap, with some throwing small volumes to test water.

Stay calm.

BTW, 1st quarter and 2nd quarter there has been nett foreign cash in flow of more than 20bil...if I remember correctly....indicating stability in Msia economy.

Go search details on Bloomberg.

Disagreetoagree...
Hats off to your never ending effort to 'de-rail' Vivo.
Anyway, my comments on the corruption issue is....be it true or not, the matter is irrelevant for now as Msia Off 1 still not identified. Even when identified, HE is strong in Holding on power.

What that matters is at end of the day, will Vivo get more new contracts from CRCC or on their own. So far, I have not seen any indication of the company slowing down in their effort to push ahead and grow the company by securing more contracts.

A day of correction on price is expected after quite a big jump of 3c in 2 trading days. Some ppl would have missed the boat on this increase if the didn't buy in earlier.

I can say exciting times ahead. Happy Trading....

...but everyone do make your own judgement.

Disagreetoagree....
If sold last week, ppl loose on 1.5c profit already.
If sold last 3 wk, ppl loose 5-6c profit.
This is my observation on your CALLS.

The rest...
Stay calm.
Watch and see.
But I like the comments by Doitanyway "Don't Sell Cheap". Haha

I understand people's concern on promoters for Vivo vs Doom-monger for Vivo

But look at the comments made by all parties and see who is talking sense.

3 weeks ago ( roughly ), when Vivo was at 23c or so, I adviced ppl to hold and don't read this site for a while ( or u might panic and sell! ), Come back in a month and see what has happened. Well, those that did so would have made 20% or so.

In my opinion now, there is still potential upside to this stock. Personally, my advice now is wait for the good news that is on the way....ie PAT Q2, finalisation of Ipoh contracts and 1:4 Bonus shares. These should serve as catalyst for stocks movement upwards....

Hope for a good week ahead guys...!

anyway, happy trading to all.
Buy based on what you believe and read all comments carefully

Anyway, disagreetoagree...i really doubt that you didn't buy this Vivo stock...

Disagreetoagree....you are still as hardworking as ever. hats off to you.

I am sure all of us invest in multiple counters at one go...so its pretty normal.

My call on Vivo now is....HOLD and wait for news.
Back to you...over and out for today ;)

On Vivo graduation to MB...
If they deliver as per forecast results for 2016, they would have fulfilled criteria and should get the go ahead. So, no point spreading rumours like no tomorrow.

On China economy...
If Chinese economic weakens, the Malaysia and world will be affected and not only Vivo. So, again, no point trying to scare people about Vivo only.

The Dollar Bull ...and Oil Prices
This should stabilize in coming months and help RM and malaysia in the process. Only 1mdb issue remains the 'wild card' now.

HSR...
It will help construction side and Msia economy. It is imperative that this project will go ahead as it is too important for Msia at this point of time.
On whether CRCC gets any chunk of it, and so, Vivo, we just have to wait and see. We always buy and keep stocks based on potential...right?

Q2PAT, Bonus shares and potential new projects...even bf HSR....
This will be enough to spur real interest and stock movements upwards...this is what I believe.

Just Be calm fellow investors and wait on projects and Q2 PAT announcements...

A lot has been made of the 1mdb saga...but I foresee that there will be no immediate change to the current government regime. There is a long road to go on this issue some more....

In the meantime, just filter out some noises made by irrelevant people.

How much is he Gold held by Bornoil worth on paper?

How much is the Gold held by bornoil worth?

Doitanyway...I agree with your view on PP and dividends.
Inexperienced ppl will definitely be swayed by negative comments...but will learn in time.

Fellow members, don't get baited into fights. It is not what this forum is about. It will only be counterproductive as some good points might be missed!