Posted by BetterTomorrow > 2016-11-16 11:05 | Report Abuse

make sure got holding power to buy at this price as he may force ur out before he move again. dont forget he has big line in Kenanga (was told by KNN Ppl) via layhong

Posted by Biorider > 2016-11-16 11:07 | Report Abuse

CBL is who???

Posted by BetterTomorrow > 2016-11-16 11:09 | Report Abuse

haiz, famous operator in malaysia now. example for stock he is in (not sure correct or not but was given by friend from Knn), layhong, MMAG, SGB, Yen Global, Titijaya, Sygal

Posted by U1818 > 2016-11-16 11:10 | Report Abuse

Kenanga's target order book replenishment projection for FY2017 = RM400m is a baseless comment !!!

Hence Kanange's TP of 0.485 based on 9.0x FY17E PER is baseless !!!

What if FY2017's order book replenishment acheived 2bil ?

Why Kenanga use PER 9x ?? While PER for Construction Sector is 16x now ?? And Construction Sector is the only sector that benefit the most from our Budget and Election Window Dressing !!! No way PER can drop to below 10 when that sector is booming !!!

By the way, last year or before Sep 2016, who got dream to do projection Pesona's FY2016 order book replenishment can acheived 1.8 bil ??

Now announcements out already (to date this year = 1.8 bil) then only project FY2016 = 1.9 bil !!!

Laugh die me !!!

Posted by Warren_Investor > 2016-11-16 11:12 | Report Abuse

Kenanga is the big loser... hahaha

Posted by BetterTomorrow > 2016-11-16 11:15 | Report Abuse

oh, mistake maybe

Posted by xhenjun > 2016-11-16 11:16 | Report Abuse

how is kenanga the loser? if they didn't issue a sell call, how can they accumulate more?

Posted by BetterTomorrow > 2016-11-16 11:18 | Report Abuse

true

Posted by BetterTomorrow > 2016-11-16 11:19 | Report Abuse

is safe to buy lo as volume too small for CBL to sell into market. avoid when his stock number 1

Posted by xhenjun > 2016-11-16 11:20 | Report Abuse

investment banks are not in the market to do charity. They are here to squeeze retailers.

Posted by BetterTomorrow > 2016-11-16 11:20 | Report Abuse

possible he is buying own shares now at 0.555

Posted by curious2 > 2016-11-16 11:22 | Report Abuse

Sound logical. So that they can accumulate? After enough buying issue new TP?

Posted by xhenjun > Nov 16, 2016 11:20 AM | Report Abuse
investment banks are not in the market to do charity. They are here to squeeze retailers.

Posted by Warren_Investor > 2016-11-16 11:22 | Report Abuse

Maybe they wrongly put buy call as sell call...

Posted by moneykj > 2016-11-16 11:23 | Report Abuse

Xhenjun you r right.

Posted by graceling > 2016-11-16 11:27 | Report Abuse

sell now?

Posted by BetterTomorrow > 2016-11-16 11:28 | Report Abuse

look at the trading pattern, CBL will move higher but u need to hold, for contra may be can sell

Posted by xhenjun > 2016-11-16 11:34 | Report Abuse

@graceling - ask no one but yourself. trust no one but yourself.

Posted by Warren_Investor > 2016-11-16 11:38 | Report Abuse

Buy now!!!

Posted by BetterTomorrow > 2016-11-16 11:41 | Report Abuse

watch out, Pesona (CBL), Amedia(Chuah), Accsoft(China) buy up and rolling up. who will be the best ?

Posted by Biorider > 2016-11-16 14:03 | Report Abuse

KYY the best....hehe

Posted by samyew1234 > 2016-11-16 14:25 | Report Abuse

Who is CBL?

Posted by EWon88 > 2016-11-16 14:37 | Report Abuse

Break 0.56...!! Hooray!

Posted by Biorider > 2016-11-16 14:44 | Report Abuse

mind to share your avr buying price???

Posted by davidlim85 > 2016-11-16 14:49 | Report Abuse

i bought warrant ..keep for long time ady..i bought some at 0,605

Posted by Warren_Investor > 2016-11-16 14:50 | Report Abuse

What? 0.56 strong resistant also break!!!!

Posted by Biorider > 2016-11-16 15:10 | Report Abuse

560 where got strong????

Posted by U1818 > 2016-11-16 15:42 | Report Abuse

Buy Pesona-WC Better ...
Premium = 5% Only. Expiry = 2020.

Posted by Biorider > 2016-11-16 15:43 | Report Abuse

NOW CAN BUY AH????

Posted by WieWie > 2016-11-16 15:44 | Report Abuse

My frend say the everything which KM LEE very the cun is now the here and the minor gap


The next upper hurdle is expected at the 54.5 sen-55 sen range, followed by the 58.5 sen level but we reckon the bulls may seize the opportunity and ride on the current wave to at least fill the 63 sen-64 sen minor gap or challenge the 65.5 sen heavy-resistance line.

Posted by CUTLOST > 2016-11-16 16:24 | Report Abuse

Tp 60cts

Posted by U1818 > 2016-11-16 16:31 | Report Abuse

In near future, 3 events will boost this counter to another level:-

1) 2 week later >> Q3 Report which is expected to be record breaking result.

2) 2 December 2016 >> EGM and completion of SEP Acquisition in Mid December 2016.

3) 2 December 2016 >> Press conference after the EGM which is expected the management willl give excited comment !!!

Posted by Biorider > 2016-11-16 16:47 | Report Abuse

SEP acquisition wont be completed until April 2017... wrong info...

Posted by U1818 > 2016-11-16 16:57 | Report Abuse

Referring to the CIRCULAR TO SHAREHOLDERS Dated 10-11-2016, Page 32 regarding the completion date:-
1st Tranche Sale Shares >>> Mid Dec 2016.

Posted by Biorider > 2016-11-16 17:22 | Report Abuse

@U1818.... sorry for my mistake...

Posted by U1818 > 2016-11-16 21:24 | Report Abuse

http://www.tradesignum.com/screener/52weekhigh

Both Pesona & Pesona-WC >>> 52 Week High !!!

Posted by U1818 > 2016-11-16 21:30 | Report Abuse

Every day >>> Break Record !!!

Posted by curious2 > 2016-11-16 22:54 | Report Abuse

I thought Chin Boon Long(CBL).

Posted by MoneyInTheAir > Nov 16, 2016 09:39 PM | Report Abuse
kyy is buying this share?

Posted by Warren_Investor > 2016-11-17 09:18 | Report Abuse

No eye see...

Posted by moneykj > 2016-11-17 09:39 | Report Abuse

No brake

Posted by LilyLL > 2016-11-17 10:18 | Report Abuse

Today closing 0.60!

Posted by hero666 > 2016-11-17 10:31 | Report Abuse

yeah touching 0.6 d!!!!

Posted by Warren_Investor > 2016-11-17 11:39 | Report Abuse

Today break resistant 0.60!!!

Posted by Jay > 2016-11-17 13:12 | Report Abuse

the counter seems overvalued now unless they can solve the low margin problem. their property construction margin at 4-5% is even lower than those major infra ones. let's see if their margin improves in the coming quarters. if not, 2b order book spread over 4 years x 5% margin, annual profit is only 25m. 400m market cap seems a bit overstretched

Posted by Lucas Chan > 2016-11-17 13:56 | Report Abuse

jay u better don't buy ! If you said so!! Hahaha

Posted by WieWie > 2016-11-17 14:02 | Report Abuse

My frend say tis the better the calculate than the Kenanga

Construction 2,300,000,000 ÷ 3.5 × 6.5% = 42, 714,285 per year

Concession 10,000,000 per year

Total the PAT 52,714,285 per year

52,714,285 ÷ 654,659,000 = EPS 0.080521744


0.72 PE 9
0.80 PE 10
0.88 PE 11
0.96 PE 12
1.04 PE 13

Using the very low PAT % n the BEFORE the another potential 2 concessions n the more contract wins



Consequently, this has beefed up their outstanding order book to a record high of RM2.3b, which comfortably provides strong earnings visibility to the group for the next 3-3.5 years.

Building up its first recurring income stream and more to come… Apart from its construction business, PESONA is striving to build up a recurring income stream that would help mitigate the cyclical risks in the construction sector. Hence, they are currently venturing into their first concession business, which entails the development and maintenance of student hostels in Universiti Malaysia Perlis (UNIMAP) through the acquisition of SEP Resources S/B for RM29.2m. The acquisition of SEP would take place in two tranches by acquiring 70% of SEP in the first tranche by FY16 while the remaining 30% would be completed by FY17 should they be able to get approval for the waiver on the Bumiputera ownership requirements. The concession is expected to generate average yearly PAT of c.RM10.0m for the next 20 years (FY17 onwards). SEP aside, PESONA is still eyeing for two other potential concessions (refer overleaf for more details).

Posted by kelly89 > 2016-11-17 14:14 | Report Abuse

That research done by kenanga really bullshit..what it said in theory is right..but market response never because of this..is all about the perception of investor about the future of this company..fund house sucks..tts y mutual fund don earn money..

Posted by WieWie > 2016-11-17 14:21 | Report Abuse

My frend say the theory the oso the not right how can say the last time margin the low forever margin the low in future for ever

Posted by WieWie > 2016-11-17 14:24 | Report Abuse

My frend say tis jay bugger got the concession oso don't know jz the simply the say

Posted by Good_News > 2016-11-17 15:41 | Report Abuse

I beg to differ. Low margin mean easier to get job. Just like we go to restaurant. Do you want to go to restaurant overcharge you hence high profit margin? Or employer which you will hire high paying employee or low paying 1 for same job?

Posted by lilbobeep > 2016-11-17 15:44 | Report Abuse

OMG whoever that said their margins are low needs to re-think this company. Look, this counter is a politically-linked counter. You think they can get projects just like that without oiling?!