The Sarawak election play already over...no more catalysts to lift the share price. Earning is not expected to look good either due to inflation & slowdown in the economic activities.
I would say the election play just started because it would translates to future projects for CMSB. Inflation may impact the profit but don't think it is huge for basic material supplier like CMSB which can adjust the selling price easily. The impact could be on their properties. But even for properties CMSB will have competitive advantage as their cost will be much cheaper as they procure from their own cement and building materials divisions.
Just look at the past qtr results during economy lockdown. It managed to achieve acceptable revenue and profit. Logically they only will improve from here since the economic activities have been allowed to operate as usual now.
hi my fellow malaysians, can we have a forum here in English so all of us can share and benefit irrespective of race and religion, my humble request TQ
Don't think it's anything to do with respecting other people. The fact is not everyone is able to comment in English. Unfortunately I couldn't read Chinese character as well but I managed to understand by using Google translate.
If Anson is so free to tell people that Sacofa's license can't be renewed.. yet doesn't want to reveal who gets it next.. one can only say his news is untrustworthy. He can then blame.. do your own research. Anyone can say stories like like Anson, like when GPS will lose, etc.
Or Like I say Sacofa will be renewed another for another 30 years! And when queried.. I can say.. do your own research. I'm just Pulling out from my arsehole..
Oh I heard CMSB will get most of the road maintenance works and most state projects in Sarawak is given to CMSB already!!
Saya sudah beli saham CMSB lebih drpd 20 tahun. Sudah dapat pulangan yg lumayan. Melalui CMSB saya dapat kesan pulangan yg lumayan bg growth stock. Spt Warren Buffett kata dpt beli counter yg tepat, boleh dpt hasil memuaskan.
will be very interesting to see if sacofa contract is extended as expired tomorrow 31 DEC. If extended then many infrastructure projects will also follow, Sarawak is going to spend 1b per month
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....
Jenny
522 posts
Posted by Jenny > 2021-12-23 09:11 | Report Abuse
废话不必每天说的,好股不怕跌。跌就是给机会你买入怕什么?怕就不要出来投资股票了,钱放在枕头下不好?CMS的走势都是酱的大起大落,不是什么新鲜的东西。我是做足功课,不怕被人吓到。