Posted by Icon8888 > 2015-06-19 12:26 | Report Abuse

i agree

Posted by MrNobody > 2015-07-01 22:15 | Report Abuse

where is the Genius who wrote 12 reports to promote big buy on rm1.20? say target at least 2.00

Posted by MrNobody > 2015-07-01 22:32 | Report Abuse

icon8888

Stock: [GOB]: GLOBAL ORIENTAL BERHAD
May 29, 2014 06:20 AM | Report Abuse

Rash if the target price is 122 I won't touch the stock in the first place

Has to be at least 150 (twelve months)

Posted by MrNobody > 2015-07-01 22:42 | Report Abuse

"sticking my neck out" hmm..... laughdieme liao...

Posted by kancs3118 > 2015-07-02 09:58 | Report Abuse

Icon8888's 12 part articles is quite spot on about
- Da'men (which will be completed sometime Sep'15 to Dec'15 and this will definitely transform GOB),
- low cost land bank at Batu Kawan and Seri Kembangan (just look at their recent sales of 15 acres of land at Seri Kembangan), and
- JV with Lembaga Getah (Pavillion Embassy).
But then, his articles missed out on GOB's diversification into the F&B business to earn recurring income. My point of view is that this diversification may have worsen GOB.

GOB's revenue actually improved from FY14 to FY15 but there is a corresponding increase in
- their OPEX, taxation and interest expenses.

Up to today, i don't understand the following:
(1): why their OPEX spiked up? From another forumer, Opteron, it seems to come from their diversification in to the F&B business. Heck, they are even looking into expanding into China's F&B.
(2): why can't they be more like HuaYang or Tambun Indah who just focussed on developing properties? The reason why i buy this counter is their low cost landbank which will guarantee high profit margin when they develop those land. And they have Damein to tide them over.
(3): WHy their taxation is so high?
(4): Why there is a purchased goodwill in their balance sheet? Which company they buy ?
Without the above, GOB could have easily add on additional RM10M to RM15M into their net profit.


These are the questions that Icon8888 does not focus on his 12 parts article about GOB. Right now, i don;t know who to ask?

Other than that, please don't blame him for the drop in GOB's share price. He would not have known it in advance when writing those articles. There is dual impact to this drop.
(1): Property sector is not doing well. Heck, even good companies like Tambun Indah is experiencing RM1 drop from their previous high of RM2.60 to RM1.60, and coupled with
(2): rights issue which halve the share price.

He is NOT GOD, he does not possessed divine power to know about those share price in advance.

My point of view is that GOB is considered quite undervalued in terms of their RNAV but not so much in terms of their EPS.

Posted by Icon8888 > 2015-07-02 10:05 | Report Abuse

Kane's, Why bother response to him ? He is uneducated and ignorant. Let him be...

Posted by 林俊松 > 2015-07-02 10:57 | Report Abuse

Icon8888, I need ur help.
I plan to invest for 2 to 3 years but only 1 counter because my capital is small.
Can u recommend a stock for me?
Frontkn? LCTH? Penta? or anything?

Posted by dragonking > 2015-07-02 11:20 | Report Abuse

mah sing,,,lim brunei

Posted by 林俊松 > 2015-07-02 11:39 | Report Abuse

dragonking, I don't like property sector.
Sorry.

Posted by kancs3118 > 2015-07-02 13:05 | Report Abuse

Really don't know why:
(1): why their OPEX spiked up?
(2): WHy their taxation is so high?
(3): why their finance cost so high?
(4): Why there is a purchased goodwill in their balance sheet?
Don't know ask who....sigh...

Posted by angelbooks03 > 2015-07-03 15:42 | Report Abuse

USJ 6有BRT站和Free Bas Selangorku， 也被提议连接Kelana Jaya LRT Extension，看来日后USJ6会很旺，而附近就有Summit和新建的Daimen 广场。

http://angelpoiwoon.blogspot.com ... angorku-daimen.html

Posted by kancs3118 > 2015-07-03 17:43 | Report Abuse

Hopefully, they will not sell off Damen....i rather they keep it to earn recurring rental income for the next few years....

Posted by kancs3118 > 2015-07-03 17:44 | Report Abuse

wonder whether they will declare dividend? if 2 cents, also quite good....

Posted by valueinvestor > 2015-07-05 18:00 | Report Abuse

http://www.malaysianbar.org.my/business_news/patrick_lim_cuts_loose_from_equine_capital.html

Posted by bukithot > 2015-07-08 13:42 | Report Abuse

(2) tax high because some subsidiary making losses?

Posted by Vaylens Chong > 2015-07-08 21:41 | Report Abuse

free fall soon....

Posted by dingding > 2015-07-09 21:48 | Report Abuse

Forever, how you calculate it?

Posted by kancs3118 > 2015-07-09 22:02 | Report Abuse

i think he factors in the disposal of the seri kembangan land?

Posted by dingding > 2015-07-09 22:09 | Report Abuse

But 60cents still not a good deal as share split into 2, with issue price 50cents.

Posted by chshzhd > 2015-07-10 07:07 | Report Abuse

the price now is really goood deal!!

Posted by eddy888 > 2015-07-10 17:00 | Report Abuse

chance for price to drop is limited, but up is unlimited. All the profit will count in FY 2016, land sold completed at Apr-1 (purposely), Da-Men complete at Sept & so on....will see a huge profit & definitely share will shoot up..let's wait & see..

Posted by char1234 > 2015-07-12 12:24 | Report Abuse

Company making money. Buy on dips. I think good company

Posted by kancs3118 > 2015-07-12 22:48 | Report Abuse

hahaha.....should i say - this is a phariah company....high revenue but matched with high OPEX and tax...- resulting in lower net profit for shareholders compared to last year...

let us look whether they will declare dividends for FY2015 following the disposal of 10+ acres of land at Seri Kembangan....

Posted by chshzhd > 2015-07-14 20:53 | Report Abuse

u r very right

Posted by kancs3118 > 2015-07-15 07:14 | Report Abuse

if pancut beyond RM0.60, i cut off my "xiao di-di"....

Posted by chshzhd > 2015-07-15 07:42 | Report Abuse

haha..

Posted by SmartAss > 2015-07-15 08:24 | Report Abuse

haha..should read as "xiao di di"...的包皮 to be on a safer side.
Anything can happen in the boleh land

Posted by dragonking > 2015-07-15 08:24 | Report Abuse

let me prserve for you,,,i also heavily invested,,,i got 90,000 shares...

Posted by davidkkw79 > 2015-07-15 22:38 | Report Abuse

Tomorrow will drop again...
Cause Australia has reported najib involving in printing fake money.

Posted by chankp7010 > 2015-07-16 11:57 | Report Abuse

Who can enlighten us if GOB actually owns the big piece of Ampang Land opposite HSC building? It has been fenced out indicating "Pavilion Embassy" - Service Apartments yet to be constructed.

Posted by riskabsorber > 2015-07-21 07:34 | Report Abuse

That piece of land belongs to a joint venture agreement with Malaysian Rubber Board. Total land size is 5.7 acres.

Posted by davidkkw79 > 2015-07-21 08:01 | Report Abuse

Due to its technical chart, it seem like somerhing is brewing...

Posted by chshzhd > 2015-07-21 09:16 | Report Abuse

http://windscopo.blogspot.com/2015/07/gob-21-7-2015opteron.html

Posted by chankp7010 > 2015-07-22 11:03 | Report Abuse

To chshzhd: Thanks for posting on GOB, I believe this article is indeed very useful for those who intend to buy property counters for longer term and to benefit greatly when GOB has completed its projects on time by 2016/7. Thank you once again

Posted by chshzhd > 2015-07-22 23:14 | Report Abuse

u should thank opteron, not me:)

Posted by SmartAss > 2015-07-23 09:38 | Report Abuse

Don't be so humble, you deserve a million likes for sharing something good too.

Posted by davidkkw79 > 2015-07-23 21:15 | Report Abuse

All others penny stocks climb up so much, only this gob is just like infinity selling.... move as turtle

Posted by chshzhd > 2015-07-23 21:19 | Report Abuse

keep calm..n wait..

Posted by lim169 > 2015-07-25 00:27 | Report Abuse

UP

Posted by Shafi Awong > 2015-07-27 00:01 | Report Abuse

Ini kali lah masa kita beli GOB, jalan terlambat, beli sebelum GOB kasi naik kaw-kaw!

Posted by MMSSSS > 2015-07-27 00:24 | Report Abuse

GOB potential PN17 stock, will be delisted, sell now

Posted by stevenchow1 > 2015-07-27 00:24 | Report Abuse

Wakakakaka..Icon favourite punya kaunter...laugh me die

Posted by MMSSSS > 2015-07-27 00:26 | Report Abuse

ini counter hopeless, jual cepat cepat

Posted by popcorn > 2015-07-27 00:29 | Report Abuse

@MMSSSS, how you know potential PN17?
any link or any news?

Posted by A1waysWin > 2015-07-27 00:46 | Report Abuse

possible, my remisier asked me to sell

Posted by albukhary > 2015-07-27 01:33 | Report Abuse

Hey dude, GOB has proper business, revenue, profit, cash and healthy balance sheet, how can it be a potential PN17?

Next time think before post ok?

Posted by davidkkw79 > 2015-07-27 08:00 |

Post removed.Why?

Posted by chshzhd > 2015-07-27 08:19 | Report Abuse

it's fair to reach rm0.65 by next month.

Posted by Shafi Awong > 2015-07-27 11:06 | Report Abuse

sudah mali, sudah mali, kasi beli cepat, nanti 0.525 takda lagi!!

Posted by camel > 2015-07-27 11:33 | Report Abuse

up from now.