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15 comment(s). Last comment by CKCS 2017-06-20 09:13

Tai KT

1,419 posts

Posted by Tai KT > 2017-06-11 10:55 | Report Abuse

These are the great potentials. The chances to win those projects are very high. Maybe through JV. Without factor in these projects, it already worth 0.70 above. Thanks for sharing.

Lim4848

19 posts

Posted by Lim4848 > 2017-06-11 14:51 | Report Abuse

Thanks

Lim4848

19 posts

Posted by Lim4848 > 2017-06-11 14:53 | Report Abuse

For me, Thailand project is a good sign for Dnex. It show Dnex management do not just depend on Malaysia market.

SALAM

1,025 posts

Posted by SALAM > 2017-06-11 17:13 | Report Abuse

Thai border crossings are chicken feed..

Posted by Apple6Splus > 2017-06-11 17:28 | Report Abuse

Tp 1.00 b4 2018

mincai

155 posts

Posted by mincai > 2017-06-11 17:54 |

Post removed.Why?

gooman

622 posts

Posted by gooman > 2017-06-11 19:44 | Report Abuse

TP 0.7

The stock has been bounded in a range.

The upper bound for the range is 0.63.
The upper bound for the range is 0.55.

I think the stock will need a new catalyst to break the range.

gooman

622 posts

Posted by gooman > 2017-06-11 19:49 | Report Abuse

The stock consolidated due to the above info, so don't try to buy the stock for the above info. In other words, the above info has been priced in.

Pavillion

3,100 posts

Posted by Pavillion > 2017-06-12 01:19 | Report Abuse

56sen already fair price or it could slide a bit more.

When they set a TP of 70sen....56sen is the most investor willing to pay..i.e. 20% upside is incentives for risk taker who willing to buy at this level.....don't think you want to buy at 70sen because you have to find punter who think this stock can go beyond current TP...at least 90sen.

This TP already consider the above factor and valuation are made base on price of oil at USD53 - USD63 for (17,18,19) and exchange rate of USD4.25 The current outlook on Oil and USD are not favourable.

Further risk are none renewal of NSW project. VEP contract actually are not that big...one off RM104M project spread over 5yrs...

TP 70sen already considered Thailand project...which I think it shouldn't (without details of project i.e. potential, position, partner strength, political strength with Thailand government etc). .....

Currently thousand if not hundreds company in bursa are working hard everyday to sell, deals, tenders, wip, in pipe line etc.....waiting their potential contract to be award....and nobody give their valuation base on future potential awards....at least not in infancy stages and without details....

stockraider

31,556 posts

Posted by stockraider > 2017-06-12 12:05 | Report Abuse

Correction Spore cars coming to msia is much more than thai cars coming to msia loh....!!

Anyhow getting the thai contract is good for dnex....but the impact will be less compare to current spore-jb vehicle crossing loh...!!

sheep

3,830 posts

Posted by sheep > 2017-06-12 12:36 | Report Abuse

Too rosy to believe. still believe will slide further to below 0.50

observer11

312 posts

Posted by observer11 > 2017-06-12 14:12 | Report Abuse

whatever factored in to current price is irrelevant,none of us can predict the future EPS- when and how much revenue will thai border's vep brings to Dnex? Dnex has plan to expand into energy sector-generator in Indonesia in second half of 2017. How the current price factored in?

Tai KT

1,419 posts

Posted by Tai KT > 2017-06-12 15:14 | Report Abuse

VEP and RC between Spore and Mal; Dnex only in charge Mal part.
VEP and RC between Thai and Mal; Perhaps Dnex will in charge Thai and Mal both parts.
But we are not 100% sure; Dnex had partnership with TIFFA for Thai, perhaps also going to JV a local company for Mal borders.
Spore have around 1500 vehicles cross Mal borders. For Thai, I remember our minister ever told have 1000 vehicles crossing everyday.
If Dnex in charge both side, it is more then spore between Mal.

CKCS

1,439 posts

Posted by CKCS > 2017-06-13 10:01 | Report Abuse

STILL THIS STOCKRAIDER COCK-TALKER DARE TO CONTINUE HIS SMALL COCK STORIES PREACHING? ALREADY LOSE 9 MILES IN EVERGREEN.

CKCS

1,439 posts

Posted by CKCS > 2017-06-20 09:13 | Report Abuse

stockraider lose until pokai in Evergreen. No one will believe the loser lol

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