Posted by iwan1991 > 2013-07-24 15:19 | Report Abuse

3 mountains maybe???

Posted by Yuzuki > 2013-07-24 15:24 | Report Abuse

lol hehehe ... the lastest Total Recall remake also got 3 "mountains" ... hehehe

Posted by crawler > 2013-07-24 15:26 | Report Abuse

I hope you get 1.6 below :) good luck...tp is 3.00 for this..anytime keboom

Posted by crawler > 2013-07-24 15:26 | Report Abuse

every single cannon of fund managers are eyeing this one

Posted by kllady_fidah > 2013-07-24 15:31 | Report Abuse

agreed......anytime................

Posted by ronnie2u > 2013-07-24 15:31 | Report Abuse

So we better ready your bullets to buy to ride the cannon, not chase the cannon

Posted by iwan1991 > 2013-07-24 15:32 | Report Abuse

now start engine..hehe lucky get enter just before..

Posted by iafx > 2013-07-24 15:32 | Report Abuse

@iwan, this one cannot rush, that's for sure

Posted by crawler > 2013-07-24 15:35 | Report Abuse

contra is a no no

Posted by iwan1991 > 2013-07-25 07:48 | Report Abuse

so what should we expected today? just sit back and watch

Posted by iafx > 2013-07-25 08:37 | Report Abuse

start small, sit back and see anything during raya month :D

Posted by sudahkena > 2013-07-25 08:48 | Report Abuse

Cash out for duit raya..tol..petrol.....

Posted by iwan1991 > 2013-07-25 09:12 | Report Abuse

wahh 3 mountain coming..hehe maybe

Posted by iafx > 2013-07-25 09:14 | Report Abuse

looks more like a slope at the moment... hang in tight :D :D

Posted by iwan1991 > 2013-07-25 12:21 | Report Abuse

good.. ^^

Posted by crawler > 2013-07-25 12:28 | Report Abuse

just get ready for the upswing

Posted by iwan1991 > 2013-07-25 12:31 | Report Abuse

3 mountain... technically up or got news??

Posted by hng33 > 2013-07-25 12:34 | Report Abuse

KPS and Puncak share are highly correlated, so, just watch out both of them as they tend to follow each other. Another stock, JAKS even already unrelated also high tie to them

Posted by iafx > 2013-07-25 12:36 | Report Abuse

when the egm finally done, believe kps will split :D

Posted by houseofordos > 2013-07-25 13:08 | Report Abuse

another ESOS listing tomorrow ? Believe the upmove will further capped
http://klse.i3investor.com/servlets/anpth/926284.jsp

Posted by Superman88 > 2013-07-25 13:27 | Report Abuse

3 mountain , will fly to 1.9 level, iwan1991?

Posted by pathew > 2013-07-25 14:39 | Report Abuse

u think they collect enough already meh? I don't think so, but maybe some false starts to get retailers to buy higher from them.. lol

Posted by iwan1991 > 2013-07-25 14:41 | Report Abuse

they keep blocking it.. still have to wait..

Posted by iwan1991 > 2013-07-25 16:33 | Report Abuse

today still not the day.. waiting patiently.. happy trading

Posted by iafx > 2013-07-25 16:39 | Report Abuse

consider lucky still in green today

Posted by iwan1991 > 2013-07-25 16:41 | Report Abuse

iafx it should be red???

Posted by member41 > 2013-07-25 16:43 | Report Abuse

when safe to buy more? lower 1.6x?

Posted by iwan1991 > 2013-07-25 16:47 | Report Abuse

dont know what possible price...i buy at 1.690 already..

Posted by iafx > 2013-07-25 16:48 | Report Abuse

looks more like a slope at the moment...

Posted by iwan1991 > 2013-07-25 16:49 | Report Abuse

how much low can it be?? at this moment..

Posted by member41 > 2013-07-25 16:50 | Report Abuse

last two bounce seem to 1.6x to 1.8x... maybe coming soon

Posted by iwan1991 > 2013-07-25 16:51 | Report Abuse

the volume also look good.. just watch for another several day..

Posted by hng33 > 2013-07-25 16:56 | Report Abuse

Expect more upside tomorrow

Posted by Yuzuki > 2013-07-25 17:01 | Report Abuse

hehehe tomorrow "total recall: 3 mountains" lol hehehee

Posted by crawler > 2013-07-25 17:02 | Report Abuse

but why correlate this with Puncak..the near term escalation in price is due to the special dividend to be announced.

Posted by iafx > 2013-07-25 17:06 | Report Abuse

@iwan, looking at pass 5 days (incl today) trading data, consider if there is still no update on the egm by next week, it may eventually go back to $1.56. if tomorrow puncak-wb listing boost the water theme, it can be an opportunity to off load some weight.

yr $ yr choice!

Posted by paurlim > 2013-07-25 21:20 | Report Abuse

ya, seems like the due date of the completion is getting nearer, 3 weeks for egm to be called when considering 3+1 mths, meaning 3 weeks before 26th Aug. So the due date shd be next week...

But considering loan is being approved to KDEB. I am wondering what will be the outcome for this loan if the date is passed yet the EGM is not call?

Posted by paurlim > 2013-07-25 21:29 | Report Abuse

political risk is there...would it be another political trick?

Posted by paurlim > 2013-07-25 21:32 | Report Abuse

Btw, anyone got any comment pertaining to water issue reported in chinapress?:-

吉隆坡25日訊）分析師指出，現有雪州水供儲備佔產量比重從去年3.5%跌至今年低于1%，現有應急措施僅助應付至2016年需求，提高產量措施迫在眉睫，基建措施工程開跑，建築業料受惠，宜增持建築股。

　馬銀行投銀區域分析主管黃秋嫻指出，雪州水供儲備頻減，應急措施僅足以應付至2016年需求，該州迫切需要提高產量，其中第2冷岳河濾水站最遲需在今年底動工。

　她根據現有數據預估，雪州水供儲備佔產量比重在2011年為7.5%，去年減至3.5%，今年內料跌至低于1%的“危機水平”。

生水輸送工程明年5月竣工

　“聯邦政府2011年提出增產措施，已處理的水產量預計將在2013年至2015年之間，提高13%或601百萬公升，根據國家水務委員會，這僅足以應付2016年以前的需求。”

　黃秋嫻在報告中指出，雪州水供產量2009年至去年的年复成長率達2.7%，無收益水量成長卻介于32%至33%，迫切需要增產的基建措施。

　彭亨至雪州生水輸送工程已進入最后階段，相信可在明年5月全面竣工，如果第2冷岳河濾水站遲遲不動工，該工程將會成為另一項“白象工程”，淪至無用武之地。

　“倘若預計分兩個階段，在2年至3年內完成的第2冷岳河濾水站可及時開工，即可為雪州增加7338百萬公升或45%水供；現有產量為4477百萬公升，未加2015年額外的601百萬公升。”

　她指出，該項工程首階段總值12億至13億令吉，多個大型業者皆參與競標，相信一旦政府點頭，這些業者將會是最大受惠公司。

　閉市時，主要參與競標可能受惠的建築股表現不一，金務大（GAMUDA，5398，主要板建築）起1仙至4.84令吉、怡保工程（IJM，3336，主要板建築）跌1仙至5.90令吉、WCT工程（WCT，9679，主要板建築）則平盤掛2.45令吉。

更換水管工程
另一成長催劑

除了增產工程，雪州從2008年擱置至今的更換水管工程亦是建築領域另一成長催劑；分析師預計，倘若待更換舊水管長達6000公里，整項工程費用料高達12億令吉。

　黃秋嫻指出，雪州供水水管總長從1998年1萬3471公里延長至去年2萬6425公里，平均年复成長為5%，以此類推共有6000公里水管已超過30年，且需要更換。

　“若更換標準鋼鐵水管每公尺成本為200令吉，全長6000公里即需耗資12億令吉，其中國內僅有的2家鋼鐵水管生產商如勇達集團（ENGTEX，5056，主要板貿易）及JAKS資源（JAKS，4723，主要板建築）將會受惠。”

　她指出，儘管市場上有較便宜的替代品，但國內水管產商受政府合約保護，若發展商需要進口水管，皆需事先徵求貿工部同意，故若更換水管工程獲準開跑，對勇達集團及JAKS資源算是絕對優勢。

Posted by iafx > 2013-07-25 21:57 | Report Abuse

no much useful, 1st didn't mention about the water bond restructute issue, 2nd didn't address both kdeb & puncak wants the operation right of langgat2. these r tight knots to ultimately resolve the issue. so far does not look like can be done by year end, too bad.

Posted by hng33 > 2013-07-25 22:16 | Report Abuse

雪州儲水量今年恐跌破1%

（吉隆坡25日訊）雖然中央政府透露已和雪州政府針對水務重組課題展開非正式洽談，不過隨著雪州用水儲備量情勢告急，馬銀行研究預計今年將跌破1%身處危險水平，並警告冷岳2輸水計劃最遲須在今年杪動工，否則將在2016年後面對缺水危機。

2016年後或缺水

該行估計，雪州用水儲備量將分別從2011年及2012年的7.5%及3.5%，挫跌至1%以下的危險水平。

“除了人口成長，工業及商業活動擴張也促使市場對水源的需求提昇，若今年水源需求及產量增長3%，我們估計今年雪州用水儲備量將告急，跌穿1%。”

以去年的情況而言，用水產量進一步上升4.3%，由於沒有增加重大產能，預計去年的用水儲備量已收窄至3.5%。

馬銀行研究指出，鑒於雪州用水儲備量持續下跌，目前展開的應急措施僅足以應付至2016年的需求，而冷岳2水源處理廠房的承建工程須最遲在今年杪啟動，以從2016年初起投入營運。

中央政府從2011年起推動的產能增強措施，涉及7億8千500萬令吉資本開銷，料為2013至2015年每日增加6億零100萬公升處理水源。

從2009至2012年，雪州的用水產量複合成長為2.7%，而非收益用水則高企於32至33%。

馬銀行研究說，銜接彭亨州及雪蘭莪州的水務轉移計劃建築工程已邁入最後階段，預計可在明年5月全面完成。不過，若沒有冷岳2處理廠房，此上游基建最終僅輪為“白象計劃”，而冷岳2則須耗費另兩三年承建。

“冷岳2的首階段工程將每日帶來11億3千萬公升產能，另加上次階段將推高至73億3千800萬公升。”

目前雪州水務產能企於44億7千700萬公升，若加上產能增強措施，到了2015年將捎來另6億零100萬公升用水。

早前能源、綠色工藝及水務部長拿督斯里麥西慕指出，正等待雪州政府的回應，以重新回到談判桌上。

“我們以開放態度與雪州政府談判，包括雪州政府提出收購雪州水供公司（Syabas）建議，惟條件是雪州政府須同意興建冷岳2計劃。”

雖然冷岳2處理廠房首階段工程的競標活動已於去年截止，但仍等待政府的決定。

競標結果原訂於今年4月宣佈，但受到大選影響而被迫展延。雖然此計劃由中央政府融資，惟須獲得州政府同意，至目前仍懸而未決。

首階段工程價值料介於12億至13億令吉，13家參與競標的公司包括金務大（GAMUDA，5398，主板建筑組）、怡保工程（IJM，3336，主板建筑組）及WCT控股（WCT，9679，主板建筑組）、MMC機構（MMCCORP，2194，主板貿服組）、實康（SALCON，8567，主板貿服組）及阿末查基資源（AZRB，7078，主板建筑組）等。（星洲日報／財經）

Posted by crawler > 2013-07-26 11:26 | Report Abuse

patient patient patient... this is all it takes to make good money

Posted by crawler > 2013-07-26 11:27 | Report Abuse

I heard the water consolidation is going to be expedited, so let's wait for the good news to flow in. Beside, the special dessert is coming, should hava lot of upside. I am excited about it.

Posted by mshahrj > 2013-07-26 12:29 | Report Abuse

how do they pay dividend....credit to our CDS acct or send us the cheque?

Posted by crawler > 2013-07-26 12:35 | Report Abuse

depends on who you maintain your account with...some still sending cheque..some will credit directly to your acct.

Posted by mshahrj > 2013-07-26 12:43 | Report Abuse

ok, thanks for the info

Posted by Lotusf1 > 2013-07-26 12:49 | Report Abuse

Crwler,what special deserts u refer too,?plse share...

Posted by 9696 > 2013-07-26 13:40 | Report Abuse

how come KPS and puncak no surprise on this week.

Posted by pathew > 2013-07-27 09:56 | Report Abuse

Lol, special dessert? Haven't get the money yet, how to declare dessert for you?
But once signed on dotted line, guarantee go up already and might price in the dessert price by then.

Posted by divine > 2013-07-27 10:21 | Report Abuse

Sifu crawler is usually spot on. There is hope. :)