Posted by oregami > 2015-02-11 20:24 | Report Abuse

Buy Insas. Then u can have both Ho Hup & Inari.

Posted by duitKWSPkita > 2015-02-11 21:33 | Report Abuse

Icon888,

The moment I see the word HOHUP I jump in already. You write ad I no need to write liao....

HOHUP my Top 3 lover in 2015. Same same like my 150% gain TEXCHEM last year.


Great counter...cant runaway from ur eyes lo..... You are superB!!!!!!

Posted by duitKWSPkita > 2015-02-11 21:43 | Report Abuse

why revenue=profit??

I tot +VE can become -VE but -VE revenue always -VE profit??

not meh??? correct me if I m wrong

Posted by Icon8888 > 2015-02-11 21:48 | Report Abuse

Duit I don't understand your comments

Posted by YOLOOOO > 2015-02-11 21:50 | Report Abuse

duitKWSPkita, http://klse.i3investor.com/blogs/kianweiaritcles/58530.jsp

Posted by duitKWSPkita > 2015-02-11 21:50 | Report Abuse

which one bro???

we can discuss it in Paradigm ma... if not we can go Paradigm 2 or Pavilion 2 also.....

tell me which one u nt sure???

Posted by Icon8888 > 2015-02-11 21:57 | Report Abuse

why revenue=profit??

I tot +VE can become -VE but -VE revenue always -VE profit??

not meh??? correct me if I m wrong

Posted by duitKWSPkita > 2015-02-11 21:59 | Report Abuse

icon... jz now somebody quoted this... I asked him back... but he deleted it... now I catch fire jor....

jhey.... HOHUP is my Top 5 picks

Posted by Icon8888 > 2015-02-11 22:05 | Report Abuse

Ho hup full of energy

Can grow big

Posted by duitKWSPkita > 2015-02-11 22:08 | Report Abuse

Hohup......diam diam counter...

One day will shoot to RM1.70 before heading to RM1.92 then RM2.35 in the making...


anyway, I haven discuss with my boys...........

Posted by YOLOOOO > 2015-02-11 22:09 | Report Abuse

duitKWSPkita, i am the one who posted revenue=profit lol
what i meant is that the joint venture of hohup with malton
due to hohup dont need to pay a single cent for the development and construction cost, so revenue = profit.

Posted by Icon8888 > 2015-02-11 22:11 | Report Abuse

Yoloooooooo profit = revenue - land cost - tax

Gadang has a similar JV. In their circular, they calculated the profit as above

Posted by YOLOOOO > 2015-02-11 22:14 | Report Abuse

Icon8888, oic, your equation is more accurate
mine one is just a roughly calculation without including tax or interest

Posted by duitKWSPkita > 2015-02-11 22:17 | Report Abuse

YOLOOOO........


hav u visited the site???? hahahaha...

No la... nt really revenue=profit even though they involve in construction only..

Basically, the GDV will be disstributed evenly based on the JV ratio.... and Malton & HOHUP will again receive the "sales" then net profit lo....


For PAVILION 2 HOHUP has no direct risk on the mall operation but at the same time it has little cake from the shopping mall recurring profit..... allllll same same only...... really need to write a long long essay for u to comprehend the whole structure with their risk management.

Posted by Icon8888 > 2015-02-11 22:17 | Report Abuse

Let's see coming quarter results good or not

Posted by Icon8888 > 2015-02-11 22:18 | Report Abuse

Duit what price u entered ?

Posted by duitKWSPkita > 2015-02-11 22:21 | Report Abuse

YOOLOOOO,

jz a quick sharing...

for construction work. The margin sometime could be eaten up by sudden raw material price surge up such as steel bar, cement and wood. And we usually will assess their contigency budget


for property development, there is a better position to mark down GDV(gross development value) profit margin. Also got risk but the bigger scope can offset some smaller risks.

For HOHUP, they have one property development in Bukit Jalil and right beside is the small share holding project with MALTON. I m more concern on their township planning together with EXIM and Berjaya Land since a good township planning will boost up the area..............


hahahahha....... you raise ur concern... we will value your opinion.

Posted by duitKWSPkita > 2015-02-11 22:24 | Report Abuse

Icon8888,

I have not buy yet.... Now still enjoy in high risk counter.

bro... I finalzed HOHUP not because of the business background but is BUSINESS BACKGROUND + OWNER BACKGROUND..............


got 2 well known persons inside........


Posted by Icon8888 > Feb 11, 2015 10:18 PM | Report Abuse

Duit what price u entered ?

Posted by YOLOOOO > 2015-02-11 22:24 | Report Abuse

duit, thank you for your explanation haha

Posted by YOLOOOO > 2015-02-11 22:28 | Report Abuse

duit, mind to share which ones are your top 5 picks?

Posted by duitKWSPkita > 2015-02-11 22:28 | Report Abuse

YOLOOOO...

my pleasure..... mine nt necesssary correct

usually before I call a long term 100% above counter...

I will go n interview their top management and really vert through their business model... Of course site viewing and get insight from the existing workers. If they LIKE n PRAISE their company then got hope, if they HATE their company but jz fulfill the employer-employee relationshio when come to month end... Then I will pull back....

same technique I did for BOILERMECH, SCICOM, QL, TEXCHEM n a few more...


because we responsible and accountable for wat we call in the public

Posted by chinesetea > 2015-02-11 22:32 | Report Abuse

Great analysis!

Posted by duitKWSPkita > 2015-02-11 22:35 | Report Abuse

YOLOOOOO,,,


after I finalized I will share with you.

I m very worried la.... all my counters masuk longkang one.... I scared my counters bring u to nowhere land... hope u understand my difficulty


Posted by YOLOOOO > Feb 11, 2015 10:28 PM | Report Abuse

duit, mind to share which ones are your top 5 picks?

Posted by YOLOOOO > 2015-02-11 22:38 | Report Abuse

duit,
haha duit, you are so humorous

Posted by duitKWSPkita > 2015-02-11 22:40 | Report Abuse

aiyo.... U happy I happy also ma...


me learning still....... sometime jadi clown also a MUST lo... if not ICON888 dunwan share info with me....


Icon888, today u got see my stalker bo??? He has gone to Mid Vally ar??? or to VIVA mall?>???


Posted by YOLOOOO > Feb 11, 2015 10:38 PM | Report Abuse

duit,
haha duit, you are so humorous

Posted by Icon8888 > 2015-02-11 22:45 | Report Abuse

Duit I think he jealous u buddy with Connie

Posted by duitKWSPkita > 2015-02-11 22:48 | Report Abuse

ar????


so many also close buddy with her??? why me??

bcoz I m the most rubbish talk?????? aiyo... me tak halang ma if someone wanna to buddy with anyone...

I also buddy with u ma... luckily kita dua dua tak kena...

me everyday kena... tapi stalker busy in shopping mall buy new clothes... me duduk rumah apa pun talak.....

hahahaha.....

Posted by fyh30 > 2015-02-11 22:52 | Report Abuse

ok...tomorrow i hoot hohup.. keke

Posted by duitKWSPkita > 2015-02-11 22:53 | Report Abuse

fyh30......


yup..... tis is one of the three stock that wanna tell you...

but for sure will not come "tomorrow"...............

Posted by sarifahselinder > 2015-02-12 09:20 | Report Abuse

I con... Dulu u ada cakap barakah tapi tak beli.Ho hup ni u dah beli?? Cakap je lagi or with conviction with this ho hup??


Under the JV agreement, Malton agrees to pay Ho Hup 18% of the GDV (estimated to be RM4.5 billion). This works out to be RM810 mil. The project will be completed within 10 years


Ni kalau land kat prime location why 18% only?? Biasa kalau prime location 20% to even 30% of GDV... lagi lagi ni over 10 years lagi kena tunggu lama

U pandai korek korek, take a look rm 810 for 50 acres of prime land over 10 tahun is it a good deal??? Or patut jual je???

Posted by duitKWSPkita > 2015-02-12 09:23 | Report Abuse

sarifahselinder......

correct me if I'm wrong...

Ho Hop already sold the prime land to Malton and invest back in certain stake.

Is it a 10-years project? I will clarify it for u.

Posted by sarifahselinder > 2015-02-12 09:50 | Report Abuse

Not JV je??

Or u mean sold but getting the 810m slowly over 10 tahun, lagi teruk la!!

810m for 50 acres how much per acre? Is it good compare dengan market price? ?

Posted by duitKWSPkita > 2015-02-12 12:01 | Report Abuse

congraddddddddddddddddddd abang Icon888.....



your article No.1 Top Article............... happy for u!!!!!!!!

Posted by Icon8888 > 2015-02-12 12:07 | Report Abuse

Top article no use

Must wait for it to make money

Posted by duitKWSPkita > 2015-02-12 12:14 | Report Abuse

Top article very useful.....


one day all come in to share their opinion n inssights lo....
then we can learn super sonic fast lo.... after all I am looking for learning opportunity.... gain money nt important at this stage

Posted by sarifahselinder > 2015-02-12 13:45 | Report Abuse

I con.. how?? No answers for me ke??

Major shareholder beli to average down la

Posted by sarifahselinder > 2015-02-12 13:48 | Report Abuse

Projects kat Middle East should be very dangerous la.. kalau pekerja tak mati kena tembak pun tak dapat payment nanti

Posted by sarifahselinder > 2015-02-12 13:50 | Report Abuse

If dont believe... tengok la AZRB

Posted by sarifahselinder > 2015-02-12 13:52 | Report Abuse

Tengok Zelan too berapa lama baru dapat payments

Posted by sarifahselinder > 2015-02-12 13:54 | Report Abuse

Kalau baik sangat why bagi Malton dapat share yang banyak sampai 82%??

Buat la development sendiri kan bagus??

Posted by sarifahselinder > 2015-02-12 13:58 | Report Abuse

I rasa rasa Molton dapat better deal.. beli Malton kan better?? Molton pun dah turun juga

Posted by nooniez > 2015-02-13 12:20 | Report Abuse

Middle East con job. Wasted 2 years and 500k setting up a company there just coz I was promised a project. End of the day, they will make up 101 ways just to withdraw from it. I've learnt my lesson.

Posted by sarifahselinder > 2015-02-13 13:13 | Report Abuse

nooniez u punya experience banyak syarikat pun kena

Posted by sarifahselinder > 2015-02-13 13:14 | Report Abuse

I con... u nombor 1 sebab orang nak tengok ur replies la... orang check balik check balik macam tu la u nombor 1

Posted by kakashit > 2015-02-15 23:36 | Report Abuse

frankly speaking, i dun really like TKK (Insas) keeps buying Hohup as Im bearish on prop side.

The more he buys Hohup, the shorter term I'll hold insas

Posted by tc88 > 2015-07-12 13:52 | Report Abuse

Icon, will u top up more Ho Hup at current price? Thanks.

Posted by Icon8888 > 2015-07-12 14:07 | Report Abuse

tc88, I don't have answer for your question. I don't even know what price is Ho Hup trading at now.

Ho Hup for me is a long term investment.

I bought and chuck it aside and stop looking at it.

Not only Ho Hup, but many other stocks in my portfolio.

The reason I can afford to do that is because Ho Hup has strong balance sheets. I know it won't go bankrupt.

I believe that is the way to play stocks and win