Actually i read the LOA annoucement .

It is written will be completed in 1-2 years. But i doubt can SCIB swallow such a big contract in such a short period .

Anyhow , i have both SCIB and Kpower share. Will monitor their revenue and profit accordingly. Hope we all win big !

Tmr might limit down lehhh .

This stock had been giving so much hope to investor , but come out with such an ugly report.

SCIB has RM1.5B contract on hand now . Now the most important thing is whether SCIB can digest the contract or not .

If it can digest the contract within 4 years ,
Mean 400m per year , margin 10% = 40M.

If PE 12 , SCIB worth RM 3.9
If PE 15 , SCIB worth RM 4.8

But the key question is , can it digest the contract or not ? Is it not easy for a company to digest RM 1.5B contract.

Worth to have a look stock .

Kpower with 1.2B contract on hand , which will be completed in year 2023 to 2024.

Coming quarter with 60-70 Mil Revenue should not be a problem !

The outstanding performance in MCO month (April - Mid of May) . So Kpower should deliver even better result in next coming quarter.

Management is confident that the hydroplant can get return in 4 years.
Afterward this is generate strong cash flow (60sens) annually

Next quarter will be even better ,due to raining season.
RM10 no problem.

Top up when got weakness

U buy now , ur price cheaper than uncle !

sapura alrdy FLY .
Potential goreng ALAM !!!

Haha , because there is risk of tokyo olympic 2021 being cancelled mah...

https://www.tgbuys.com/top-mask

Topmask from topglove ?

pls add me , tq

1 sens EPS pun tadak .

Some sifu's margin projection macam not working in careplus lehhh....

How you all evaluate careplus result , is a good result or GG result ?

When the price is super high at this counter , and you give some precaution comment , all will come to attack you.

Btw ,they are so quiet in these 2 days.

Dear broke , poor stupid peasant and poor peasant makes some different.

dun try to deco your word.

If you dun curse others , nobody will blame u back.

It is true that what you do will reflect urself , your personality and family education (家教）.

Dun be key board warrior even though nobody knows who u r.

Dun be like those investor who like to blame people and keep change the new account.

Because of too much hater , this forum had been flooded with all negative words.

i believe u r not the one.

i might be wrong and u might be piss off .
But we dun curse people as we all are educated.

Posted by Broke College Student > Jun 1, 2020 9:49 PM | Report Abuse

wtf warrantking.....Are u dumb? this is how u count its fair value? stay poor stupid peasant
_____________________

My intention is to ask ppl not to chase high and be sozai only. All of us know sooner or later , it will drop back. Is only matter of time.

If you cant talk properly , u will be like what your name is...

Remember , how u comment show how is ur personality and how ur parents educate you. No matter u using real name or nick name.

I wish u all the best.

Let say comfort net profit earn 10X than previous due to higher selling price and higher margin.

The net profit of quarter will be RM100 million / 583mil share = 17sens.

Assume this profit continue to 3 years (until everything normal) , profit =RM 2.05 / share

Previous price = RM 1 + future profit RM 2.05 = RM 3.05


This assume comfort made 10x net profit for continous 3 year , until back to normal. The value also only RM 3.05 ....

Lets see how many ppl cry after bubble burst.

Kossan go go ,
Harta revenue per qr 700M + , selling @ 30B
Kossan revenue per qr 600M+ , selling @ 11B

Kossan have more room to go

Pls remember that uncle has given u all a chance to run.
If you are too greedy , please do not blame uncle when the price crashed.

Kpower has a good result .
Increase of both revenue and profit = GROWTHHHHHH

DK 66 , this time i have different opinion with you.
Right issue at extremely low price is only benefit to major shareholder. And this is second time he did that . (or last time was private placement at low price ? )
I think JAKS is a super star due to its powerplant , but i have reserve to CEO's personality due to corporate exercise he had done previously. Ie. private placement at low price (Last time when rebut ticket with uncle koon).

Because of estimated completion of wardian , london city , yarra one & west village in FY 2020.
Estimate generate EPS of min 10-15sens (Assume margin 10-15%) to EWINT.
Any news in AGM ?

up to 46sens dy and being sold down . AIks

pls add me in , thanks

Dividend of 40sens is not a dream.

Final call for RCE !!

Director absorbed quite a significant number of share.

https://klse.i3investor.com/insider/substantialShareholder/5038/08-May-2020/487656_2787692249.jsp

Litrak moved abit dy.

Finally they know LDP and SPRINT 's traffic flow is awakening !!!

Litrak

The traffic volume for LDP and SPRINT might alrdy recover to 75% before MCO !!!

Thank DK66 for your sharing .

I will consider to top up if this stock continue bull.

because 90% of share is hold by MAJOR SHAREHOLDER.

Litrak will not be affected by US-CHINA tradewar
Litrak will be one of the fastest recover once MCO lifted. I think even now alrdy JAM in LDP

Clause 24 of the Concession Agreement provides:

Neither party is in breach of their obligations if they are unable to perform or fulfill any of their obligations as a result of the occurrence of an event of force majeure. An event of force majeure shall mean an event not within the control of the party affected which that party is unable to prevent, avoid or remove and shall include:

i. War hostilities, invasion, act of foreign enemies, rebellion, revolution, insurrection, military or usurped power, civil war, terrorism;

ii. Ionizing, radiation or contamination by radioactivity from any nuclear waste, from the combustion of nuclear fuel, radioactive toxic explosive, or other hazardous properties of any explosive, nuclear assembly or nuclear component thereof;

iii.Pressure waves caused by aircraft or other aerial devices travelling at sonic or supersonic speeds;

iv. Natural catastrophe including but not limited to earthquakes, foods subsidence,lightning and exceptionally inclement weather; and

v. Riot and disorders, criminal charge, sabotage, strike, lock out, labour unrest or other industrial disturbances (affecting the performance of the Concession Agreement) which are not the fault of the Concession Company or its contractors, which causes, or can reasonably be expected to cause either party to fail to comply with its obligations.

If an event of force majeure occurs, the Concession Period may be extended for such period as the parties thereto may agree, or in the absence of such agreement, as shall be determined by the Minister.

Litrak :

Price (RM) : 3.90
EPS (cents) : 50.16
PE : 7.7
Div (Cents) : 25cents (6.4%)

The company is having RM 765 Mil current asset and RM240 Mil current liabilities.
The company is paying RM 200 Mil to its SUKUK , and estimated fully paid in April 2023.

SUKUK interest range from 4.6% to 6.0% , assume 5.3% (Mid point ) , every RM200mil paid will save RM10.6 mil interest per annum. (2sens EPS). Upon fully paid of RM 779mil SUKUK on 2023, interest saving per year will be roughly (RM 41.28 / 7.7sens per annum).

Thus the EPS is expected to be higher in coming year.

2. MCO is partly lifted , i believe litrak will be one of the fastest recover stock.

3. There are chances of LDP concessionaire contract to be extended due to MCO / COVID (Force Majure).

LITRAK , a company wont be affected by US-CHINA trade war !

Keep it for 6% dividend !

Dear Rain T ,

Can you specified your question ?

If you are referring to Market Cap no.1 in property segment , this is the ranking

https://www.tradingview.com/markets/stocks-malaysia/market-movers-large-cap/

Thank DK66 Bro.

Business is full of challenges , market is full of uncertainty.

But it is no harm to buy JAKS at RM 1.0x and keep until 2021 end.

It is like a win big loss small bet.

Somemore coal price is at low side now.

https://markets.businessinsider.com/commodities/coal-price

DK66 bro ,

What is the consideration for JAKS to subscribe optional 10% share ?

How much would it cost ?

Thanks

DK66 bro,

Compare to others article which showing bundle of calculation , formula , and etc.

I think your article is most reliable source to project JAKS's coming EPS.

Respect

Hi , Jaks has 30% or 40% share to the powerplant ? Thanks

waiting Icon8888's article !

Prashan bro , before i answer u the question ,

can you tell me why you said No.1 Developer is SP ?

SP does not have highest revenue , NTA , profit margin , EPS ,landbank , and etc.

None of it achieve no.1 , and you said No,.1 Developer is SP.

May i know which no.1 you are referring to ?

Unicornp bro ,

Please go to see their workmanship in recent completed project.

Then u might consider to delete your comment , or check the meaning of trustworthiness.

Uncle is returned !!
Hold comfort together with uncle ,

Afterward , pls remember sell comfort before uncle....

Many sifu has made sell call dy.
Save your bullet for next cheaper round ?

Bro , just my humble opinion .
Evolve mall is terrible , low tenancy rate ,no crowd ,and even toilet rosak also fews month no repair ....

Summary of DAYANG

RM 1.6 - Everyone should buy - Dayang is doing well
RM 2.0 - Everyone should buy - Dayang is doing super well
RM 2.5 - Everyone should buy - Dayang is doing Mega well
RM 2.8 - Everyone should buy - Dayang is doing Ultra well
Drop to RM 1.6 - Everyone should buy - Dayang wont affect by oil price.
Drop to RM 0.7 - Everyone should buy - Dayang wont affect by oil price.
Rebound to RM 1.3 - Sold out with Thanks , Everyone shouldn't buy , petronas close oil rig


Looks similiar to JAKS ?

The revenue is increasing along these year.
Just hold to see next 2 QR.

Drop from RM7 , i think rebound to RM 3.93 still reasonable lah...

First uncle said this :
Even the oil price drops drastically, Petronas will continue to pump because the company has already paid the cost of the oil rigs and Dayang will be awarded more oil rig maintenance contracts. Dayang is the most efficient maintenance contractor. Currently Dayang has more than Rm 2 billion worth of contracts by which Dayang will gain more profit in the next few years.



Then he said this :
Let us examine the basic fundamentals concerning Dayang’s business. Due to the shutdown of all the major cities around the world, air flights, railways and motor vehicles movement are restricted. As a result, the demand for oil will be greatly reduced. Petronas has already announced that the company has shut down a few of its oil rigs which will affect Dayang’s future revenue and profit.


When man getting older , they become better in making "roti canai".
Best example in our country was our most respected leader , and best example in our blog is our most respected traders.