POHUAT (POWER HUAT) LEVERAGED ON THE EXPORT THEME OF LOW RINGGIT. POHUAT ALSO GOT ADVANTAGE OF LOW COST WAGES & FACILITIES IN VIETNAM.
AS FOR GADANG THE EUPHORIA OF TODAY MIGHT END UP LIKE A COLD TURKEY WITHDRAWAL LATER WHEN REALITY COMES INTO FOCUS
SEE CALVIN'S VIEWS
BIG RED FLAGS LAH!
1) FORGET 16.7% FROM CAPITAL CITY 21. IT WAS A WRONG USAGE OF INDUSTRIAL LANDS FOR COMMERCIAL PURPOSE. LANDS SHOULD BE DEVELOPED AS FACTORIES. NOW THE VALUE OF LAND WILL BE STUCK LIKE A SORE THUMP!
THIS PIECE OF 16.2 ACRES LAND IN JOHOR IS SITUATED IN THE MIDST OF FACTORIES IN A MALAY MIDDLE CLASS REGION. AND THIS LAND WITH BOOK VALUE OF RM21.3 MILLIONS WILL BE STUCK IN LIMBO FOR A LONG LONG TIME
SO THERE ARE 2 LOSSES
A) LOST OF PROJECTED REVENUE OF 16.7% DUE TO MISCALCULATION. ANGSANA COMPLEX WHICH IS BETTER LOCATED IS NOW FACING DOWNTURN. HOW COULD CAPITAL CITY 21 THRIVE IN A SECLUDED PLACE?
B) RM21.3 MILLIONS LOCKED UP IN A WHITE ELEPHANT WILL BE LONG TERM PAIN.
2) DIRECTOR IS NOT JUST SELLING A FEW THOUSAND SHARES TO MEET SOME NEEDS. A RM5.5 MILLION SHARES DISPOSAL COULD ONLY MEAN THAT GADANG IS NOW OVERVALUE.
3) BY ALL CONSENSUS - WHEN MR MARKET IS ALMOST 100% IN AGREEMENT THAT GADANG IS A GOOD BUY - ALL THE PEOPLE HAVE ALREADY FULLY EXPOSED TO THE EUPHORIA.
EUPHORIA IS NOT THE TIME TO BUY. WE SHOULD BUY INTO PESSIMISSM & SELL INTO EUPHORIA
MY GREAT SIFU TOLD ME THIS, "TO BE GREEDY WHEN OTHERS ARE FEARFUL; AND TO BE VERY FEARFUL WHEN OTHERS ARE GREEDILY BUYING" MY SIFU'S NAME IS - WARREN BUFFET
After ex-all, Gadang will also be like Pohuat with target price of RM2.00 for the mother share and RM1.20 for the warrant. Condition: Must wait for MRT2 and LRT3 end of this year.
After ex-all, Gadang will also be like Pohuat with target price of RM2.00 for the mother share and RM1.20 for the warrant. Condition: Must wait for MRT2 and LRT3 end of this year. 21/10/2016 00:18
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Posted by cresbinvest > 2016-10-20 13:03 | Report Abuse
Yes, it will.