Ghl kakis, Simon Loh has been saying in advance that 3rd quarter result will be lower in October. So let's look forward to their future JV and synergy with the Government. I trust they will perform in the near future.
Like I've mentioned this stock is for the long term and a small panic now poses an opportunity to participate in the company's growth at an attractive price. I believe Creador would not just sit and do nothing. For it to be hitting RM1 by next year would largely depend on thailand, Philippines and its new contract.
christine goh, thanks for staying positive and objective, providing news and updates. it all boils down to whether one is a long term investor or just merely short term punter...
Payment System Forum and Exhibition 2014 .....(today)
Bank Negara Malaysia and the National Cards Group (NCG) will be organising a Payment System Forum and Exhibition 2014 on 27 November 2014 at Sasana Kijang, Kuala Lumpur. The theme of this year's forum is "Migration to E-payments: Payment Cards Acceptance".
CIMB meet the management before and decided to make a coverage on Ghlsys not only looking at profit, PE or eps, it's their track record and solid management team. As mentioned their M&A and other JV synergy is also factored in. So just go ahead to sell , buy or hold. Thanks.
The CEO sounded like he's not very sure how his company is going to win. He sounded less confident than I would have expected.
After hearing the interview, I feel less confident with the management's vision and it's ability to execute. I was considering investing into this company at first, but after hearing the interview I've decided to take a second look.
month end closing... uncertainty in oil price... i really think will the gst take about turn the last minute?...anything is possible you see for yourself the assembly meeting for past two days...
The CEO knows what he is talking about and is very sure of the company's vision. He has plans in more acquisitions, partnering with more companies and getting involved with the Gov to make it happen. Furthermore, Creador is the main engine behind their growth and I believe the team can contribute significantly to the GHLSYS.
Nevertheless, we need to monitor 2015 closely and see how the firm is going to expand in this direction. I'm sure there is something in the pipeline and it is good to me they are not focusing so much on results now, but more on long-term perspectives. Results will come in later when everything is in place.
@keanpoh; I listen to the podcast one more time this late evening and I still feel very bullish about the company direction and future..... Would you mind to be a bit specific to share on area that you felt not comfortable with ? Maybe wiseeye & christine would be able to help out......
It is very intuitive to say a generic comment that the CEO sounds less confident hence you felt less confident with the management's vision & direction..... The way you sounded make me believe that you think you are even much more smarter than Creator who are support by a whole bunch of top analysts......... ; )
I know Creador has a strong reputation of investing into the right businesses in the past and made big returns. That's is also one of the reason why I looked into GHL System recently to understand more about the company and it's future direction. Well, I didn't say I'm smarter than Creador at any moment. Besides, the CEO is the CEO. He has got nothing to do with Creador.
What made me feel less confidence is the way the CEO answers to the questions posted to him. For example, when asked about "what makes you think your clients will select your products over your competitor's" or "what are you doing in your R&D efforts to win" and the CEO answers with "erm...." and sometimes come out with answers that do not answer directly or even firmly to the questions made me wonder if he is fully aware about the details of his company's strategy. Maybe i'm totally wrong but my expectation from a CEO is to have a very strong vision, very motivated and very confident in answering questions, sometimes talking too much until the interviewer has to cut him off.
Well, I might be totally wrong. Maybe it's just me and I know we shouldn't judge the company just by listening to a single interview. I just said it made me less confident. That's all.
I've looked briefly at the company's Annual Report, financial statements, Analyst reports, recent quarterly reports, news reports, company's website, forum comments and listened to the podcast of the interview. I've not invested yet and I'm still studying the company to see if it's worth today's market valuation or not.
By the way, I know they are the market leader in the mobile payment industry in Malaysia with about 30%-40% market share (if i remember correctly) but I do not think they will monopolise the market so easily. So to win, the management's ability to strategise and execute is specially important here.
Definitely your single view here is not going to change the view of everyone here, needless to say changing Creador's view in the management just because of a single interview. I have a different interpretation of your views in his replies to the interviewer's question.
The questions are very open-ended and there are not a single answer to those questions. Everyone posed with questions like these needs time to think and structure their questions carefully before answering. I'm sure even people with strong visions may need time to articulate. That being said, his answers to the questions you mentioned remained crystal clear, which is by way of further acquisitions, closely monitor Thailand situation, start the ball rolling in Philippines.
He also mentioned in spending millions in R&D and their services are wide-ranging in which not many companies do that.
Human interpretations are highly subjective and interviews are not the best way to gauge for management competency. You need to look further what the have achieved from 2 years ago and now. It is indeed a milestone and I believe Simon Loh and Brahmal are heavy driving forces behind major corporate exercises of this company.
For all the strong loyal investors of Ghlsys, wiseeye, tornado, mc, longriver and others, this song is dedicated to you all. Never give up, never say die, stay strong and trust your own gut feeling :D
Stay strong but never fight with market trend..likewise ppl said keep the green mountain will never afraid out of firewood...keeping cash is always better than keeping stock in a down trend market.
New IPO: Building management systems (BMS), solar thermal systems and energy-saving services provider, Solar District Cooling Bhd aims to list on the Ace Market!
MQ Trader 384 views | 2 d ago
0:17
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 11764 views | 10 d ago
0:17
New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Jeeson
49 posts
Posted by Jeeson > 2014-11-27 08:25 | Report Abuse
Bad is base on what ? Because of eps drop ?