warchest

warchest | Joined since 2015-04-23

Investing Experience Advanced
Risk Profile Moderate

i'm nibbling now because of its value

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Stock

2018-10-12 14:18 | Report Abuse

Toll-free roads not possible, says Dr M | Free Malaysia Today
https://www.freemalaysiatoday.com/category/nation/2018/10/12/toll-free-roads-not-possible-says-dr-m/

Toll-free roads not possible, says Dr M
Prime Minister Dr Mahathir Mohamad says the only way to have freeways without toll is to raise the price of petrol.

Stock

2018-10-12 09:26 | Report Abuse

Yes, like what i said. Those days the more finance ministry much more powerful - finance & economic decision. Tun Mahathir is a visionary. But i really glad he stripped of the economic role from FM cause this role need to see the bigger picture and also to encourage FDI in the country.


iloveamsterdam indeed segregating the crucial post into 2 has its pros. Finance tend to looks at numbers only, whereas Economic puts whole picture in place first
12/10/2018 09:11

Stock

2018-10-12 08:50 | Report Abuse

Grateful to Tun Mahathir that that the roles of Finance Ministry to break into 2 - purely finance and economics departments. Else will turn into disaster for the nation

Stock

2018-10-12 08:46 | Report Abuse

that's why i fully agreed, that the roles of Finance Ministry to break into 2 - purely finance and economics departments. Tun Mahathir is wise knows their expertise. Now we know why he did that

Stock

2018-10-12 08:43 | Report Abuse

“Cool heads will prevail going forward in settling issues concerning the project,” the source said. U need someone with cool heads. calm, tactical in resolving issues and shouting, rejecting, hostile approaches won't resolve this issue

Stock

2018-10-12 08:41 | Report Abuse

to me u need someone like Azmin. He is much more wiser leader to resolve this conflict as he is calm, decisive and far more experienced. Others have failed and real expertise needed. He managed to resolve much more issues during his time in Selangor.

Stock

2018-10-12 07:21 | Report Abuse

Hope those so called good politicians don't politicised the economy again and those companies in Malaysia. We know how bad the previous government is, that's why we voted them out. For now, no need to show how bad the previous gov ppl is, let the AG does his work. New gov must show that they are better in growing the economy, employment and regain confidence of the investors

Stock

2018-10-12 07:17 | Report Abuse

Hope Nobita, Suneo don't break the market again. For now in Malaysia, no news is good news to investors. Restore the confidence as we are just emerging economy nation not developed. We are lacking of attractiveness

News & Blogs

2018-10-11 15:51 | Report Abuse

Capital gain is very bad for emerging market like us. especially, will chase away those big boys from the market.

News & Blogs

2018-10-11 15:48 | Report Abuse

We became the first nation in the world to change from GST to SST after implementation. GST is a consumption tax and during political campaign, the practicality, benefits not properly communicated to the citizens. Hence, GST is known as an evil tax system. But why proceed from GST is higher as this is tax rich group much more. That's will balance the whole income group - rich pay higher and poor lesser. E.g. in respect of credit card - rich group using Amex's Black Card annual fee RM10k fee (or USD2.5k) hence GST is RM600 but SST is just RM25. And other examples as well, GST on purchase of luxury service suite. now with SST none. Rich will get richer, poor will be poorer. And with GST, we can avoid other taxes like SST, soda, sugar, inheritance and capital gain. Anyway, SST benefits just theory. Practicality, no impact

Stock

2018-10-11 13:55 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/10/10/mmc-gamuda-pledges-open-book-approach/

Nobita trying to act smart but turn the whole deal upside down. Now, in trouble and need Doraemon to save him

Stock

2018-10-11 09:39 | Report Abuse

Con people coming into control and inflicting the Malaysians / foreign investors. Sad case for the investment market in Malaysia. We vote for the better future but now in deep shit

Stock

2018-10-11 09:17 | Report Abuse

Hope in future no more negotiations by the FM and his team for all those big projects. This show incapable the incumbent finance ministry is . Let all those deals to be negotiated under Tun Mahathir.

Stock

2018-10-11 01:12 | Report Abuse

Thailand and Spore still performing much better. They have much better current account surplus. Thai Baht even performed better than USD. So the question why investors want to invest in Malaysia. So many uncertainties. Contracts that signed can be terminated easily. Than why signed contract at first place

Stock

2018-10-11 01:09 | Report Abuse

We voted PH because we know previous party corrupted. That's the battle that we won. So now no need to show that previous gov is bad but to show that this gov will be better. That's all we need

Stock

2018-10-10 22:49 | Report Abuse

Too many flip flops. Bad for the market and Investors don't dare to put their investments in any listed companies. Policies so uncertain and can change anytime. So sad to see how Gamuda got smashed.

Stock

2018-10-10 19:30 | Report Abuse

In Malaysia we need to pray hard for no news to come out. Now, no news is a good news. News always a bad news

Stock

2018-10-10 18:41 | Report Abuse

We want strong Malaysian company, we want more big foreign companies to come to Malaysia. we want more employment but if this trend continues than all is just as good as hope

Stock

2018-10-10 18:39 | Report Abuse

those corporate bullying will hinder FDI from investors. those listed companies will not create more jobs but instead reduce. no capex and we will turn into loser among the ASEAN nations

Stock

2018-10-10 18:37 | Report Abuse

this is corporate bullying. Should work closely with Gamuda and creates a strong international contractor. Please bear in mind Gamuda also help to create employment and helping Malaysia to avoid middle income trap. Anyway, even got profit also they also contribute to the government. Gamuda is retaliating because got their underground portion got terminated. If they don't voice out, it will happen to other listed companies as well. than no different with BN

Stock

2018-10-10 18:09 | Report Abuse

Bring back GST for the country ! so painful to us to cover the shortages and yet much more damages to Malaysians. We need to reduce budget and also incur more taxes like SST, soda tax, capital gain tax, inheritance tax. Even back to SST, those all walks of life cannot feel the differences. Life becoming tougher due lack of enforcement and profiteering. With this we can negotiate more for MRT2

Stock

2018-10-10 15:31 | Report Abuse

by imposing capital gain tax, many big boys. those big funds will just sell. and than the termination of contracts. soon spillover effect on those Malaysians. Prepare for real austerity

Stock

2018-10-10 15:28 | Report Abuse

with SST, prices didn't reduced at all but increasing as lack of enforcement and profiteer.

Stock

2018-10-10 15:27 | Report Abuse

Imposed so much of taxes to replace GST - SST, soda tax, inheritance tax, internet tax and capital gain tax ! in the end GST can recovered that

Stock

2018-10-10 15:25 | Report Abuse

Everyone happy that our country will be vanished!

Stock

2018-10-10 13:36 | Report Abuse

these reflected 1,200 institutional investors from 10 countries, namely Malaysia, Brunei, Hong Kong, India, Indonesia, Japan, Singapore, Thailand, the UK and the US attended the investors conference yesterday lost faith in Msia. Malaysia becomes not attractive market for equity investment due to keep changing of policies. No companies, investors will put in money in this type of market

Stock

2018-10-10 13:33 | Report Abuse

too many flip-flops. Keep changing of policies without consultation with affected listed companies. All those signed black and white contracts on threat of losing contracts. Hence, many of those listed companies don't dare to expand but approaching to cost cutting measures. It will affect those investors in Malaysia especially foreigners.

Stock

2018-10-10 11:54 | Report Abuse

too many flip-flops. Keep changing of policies without consultation with affected listed companies. All those signed black and white contracts on threat of losing contracts. Hence, many of those listed companies don't dare to expand but approaching to cost cutting measures. It will affect those investors in Malaysia especially foreigners.

Stock

2018-09-25 10:54 | Report Abuse

shpg22 - wise advise. Analysts especially those from RHB Investment (promoter of OCK) will try to justify the valuation with all the prospects. Normally the all the guidance is given by the management so that it will help the company to push the share price. However, execution and the benefits from the expansion always overrated. Hence, i'm no surprise that many sifus here also got conned

Stock

2018-09-25 10:49 | Report Abuse

Lim NK - lu lost alot in ekovest? else don't curse in this group

Stock

2018-09-24 15:12 | Report Abuse

Stockraider, please do reflection on yourself.

If you believe in him, please use the right channel and express your love, gratitude to the incapable, hopeless CEO. tell in front of the shareholders in the AGM that he is an intelligent, smart CEO. Don't use this channel to express your unique love towards him. Be a man !

Stock

2018-09-22 22:12 | Report Abuse

Better ignore stockraider. To me, he is a person without a vision at all. His biggest achievement is able to carry the ball of the CEO. That's disgusting and pathetic especially on those incapable and bad CEO. If those high fliers CEO of Fortune 500 still make a bit more sense. But who is this Gary? As far as from his track record, i think he is a bad CEO. So stockraider, don't talk cock here.

Here is to talk about Hexza; its financials, management team and prospects.

Stock

2018-09-22 10:43 | Report Abuse

Is good to let the founder know during the AGM on how incapable the CEO is.

Stock

2018-09-22 10:43 | Report Abuse

Next i will go to AGM. Will screw him with all those questions. Too many loopholes after he became to CEO.

Stock

2018-09-20 15:47 | Report Abuse

Genting indoor theme park is small, very negligible. Better don't buy this since is going to become worthless

Stock

2018-09-19 23:26 | Report Abuse

Ekocheras mall, let's support the mall and make it into success

Stock

2018-09-18 22:09 | Report Abuse

Ekomall soft opening today! By Christmas should have occupancy at least 80%

Stock

2018-09-18 17:51 | Report Abuse

Actually, i want to give myself the benefit of doubt on the CEO and the Company. However, judging on someone here keep talking integrity, smart, genius CEO it is quite disgusting. We are looking on the quality of the management team especially the CEO and how they can growth the business. I understand on the legacy issues before he came in. But from the investor point of view, I don't see that he can performs even after almost 2 years. No profitable, revenue growth and bad in managing in the investor relation activities. Seem like he is a puppet to the owner till he finds a capable CEO.

Stock

2018-09-18 17:22 | Report Abuse

it already triggered to the point that is very risk security

Stock

2018-09-18 17:21 | Report Abuse

Warrants will expire on 18 Dec 2018 but suspension of trading shall be 10 market days before the expiry i.e. by 4 or 5 Dec 2018. Exercise price is 7.96 hence the intrinsic value of genting-wa is zero. Fair value now is zero with 2 and half months to trade. Trade with cautious since at current mother price and with almost 2 months to suspension of trading, the genting warrants are trading at huge premium

Stock

2018-09-18 08:19 | Report Abuse

Anyway, smart way of them to diversify. Company like Ekovest, Gamuda, IJM depends alot of government project as the private projects too small to them. There is a temporary setbacks but long term they build a very strong recurrent income from all their duke highways and shopping mall. All is cash flow businesses

Stock

2018-09-18 08:14 | Report Abuse

Duke SPE is almost at advance stage above 50% completion so it won't be aborted. Only the 4th Duke, which is Duke 2A uncertain. Whether they have Duke 2A or not, that is an additional catalyst. For sure, River of Life project is ongoing. Just go to Petaling Street, UTC, Dataran Merdeka etc. and u will see major construction work of ROL PROJECT.

Stock

2018-09-17 17:29 | Report Abuse

Duke SPE is formerly known as Duke 3. Duke 2A is the 4th Duke.

Stock

2018-09-14 16:46 | Report Abuse

that's the fallacy of those financial gurus here. die together with OCK wa

Stock

2018-09-14 16:45 | Report Abuse

Those financial gurus here keep mentioning about EBITDA but only see in isolation. EBITDA basically not cash flow even though in theory it will ultimately turn into operating cashflow. Despite showing EBITDA, OCK every showing huge negative cash flows

Stock

2018-09-13 15:20 | Report Abuse

SOS - EBITDA is hardly a proxy for cash flow. EBITDA of OCK growing is a fact but its borrowings keep increasing and the balance sheet getting worse

Stock

2018-09-13 15:10 | Report Abuse

for SOS sifu - Warren Buffett once stated in a letter to Berkshire Hathaway shareholders: “References to EBITDA make us shudder—does management think that the tooth fairy pays for capital expenditures?”

Stock

2018-09-13 15:00 | Report Abuse

OCK is like not bottom. falling knife