Posted by moneySIFU > 2016-10-15 11:14 | Report Abuse

Very much look forward for the coming budget, as always, construction will be the biggest beneficiary during the tough time.

Posted by Pusher_Punisher > 2016-10-15 12:23 | Report Abuse

gadang all in..

Posted by The One • > 2016-10-15 13:11 | Report Abuse

With div soon.. share split, bonus issue and free warrant on the way.. Gadang still trading at 8 P/E? Come on..!!

Posted by probability > 2016-10-15 13:16 | Report Abuse

steel...especially rebar makers will be the biggest beneficiaries of construction..... the fat margin of construction companies now has to be 'fairly' shared to the suppressed reinforcement bar makers earlier.

Posted by optimus9199 > 2016-10-15 21:35 | Report Abuse

Kerjaya has net order book of RM 3 Billion ( PE ratio of 6.5x) which can last it for approx 3 years while Gadang has about RM 800mil ( PE Ratio of 8.2x) which can last it for one year approx.

Posted by speakup > 2016-10-15 22:33 | Report Abuse

Vivocom not a construction company? How come not mentioned?

Posted by RUOutOfUrMind > 2016-10-15 23:32 | Report Abuse

Lots of companies were mentioned in the article, if any company was not mentioned, mean it is not good enough

Posted by Jay > 2016-10-16 00:52 | Report Abuse

vivocom is only a construction player for housing projects, no track record in infra construction. only CIMB tried to sell the idea. so far all projects secured are related to housing

Posted by moneySIFU > 2016-10-16 15:08 | Report Abuse

Exclusive Insight with Ekovest’s MD & US Election
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Ekovest Berhad is an investment holding company with a presence in construction, civil engineering and infrastructure, property development and toll concession. Under the present stewardship of Datuk Lim Keng Cheng, the company is being steered to greater heights with strategic developments and acquisitions. Join us in this seminar as Datuk Lee shares his exclusive insight on the company

Posted by slts > 2016-10-16 16:34 | Report Abuse

why only promote those u own ?
the rest dosent benifit

Posted by slts > 2016-10-16 16:37 | Report Abuse

all already priced in
nothing new in budget, all big projects
already known

Posted by poorkid > 2016-10-16 17:08 | Report Abuse

Agree. Time to shift to laggards.

Posted by slts > Oct 16, 2016 04:37 PM | Report Abuse
all already priced in
nothing new in budget, all big projects
already known

Posted by probability > 2016-10-16 19:04 | Report Abuse

next time we promote what slts own...
hope he shares so that we can help


Posted by slts > Oct 16, 2016 04:34 PM | Report Abuse

why only promote those u own ?
the rest dosent benifit

Posted by calvintaneng > 2016-10-16 20:16 | Report Abuse

Calvin Tan Research

Top Construction Pick:

BINA PURI

Just buy and hold tight for Next 2 Quarter Results!

Posted by valuelurker > 2016-10-16 21:52 | Report Abuse

ekovest pe 10, hahahah joke of the year

Posted by moneySIFU > 2016-10-16 21:55 | Report Abuse

Interesting

Posted by Jay > 2016-10-17 11:54 | Report Abuse

the headline pe is 10 because of the revaluation gain

Posted by Jay > 2016-10-17 11:56 | Report Abuse

there's a saying "put your money where your mouth is". of course one will promote what he owns. if he promotes something he doesn't own, would you trust him?

Posted by moneySIFU > 2016-10-17 12:49 | Report Abuse

Haha, Jay, good one!

Posted by shazza > 2016-10-17 23:34 | Report Abuse

Good article. Prices have shot up so buying on the high, risk maybe higher than reward. Depending on risk appetite. I am slanting towards UOB Kay Hian's comments. Of course it would be great for the prices to shoot higher as I have vested interest and not to be tempted in buying more in the end susah. Happy with what I have. Wait for next wave. All the best to all shareholders!

Posted by moneySIFU > 2016-10-24 23:24 | Report Abuse

All 3 companies continue to go higher

Posted by mhchai > 2016-10-25 00:03 | Report Abuse

traderman has been cursing econbhd to retrace to 1.5 for so long, see to disbelieve him.