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?!

Posted by hero666 > 2016-11-17 15:55 | Report Abuse

Today seems slow down izt due to coming saturday Bersih turmoil ? Anyone can advise whether shd still hold ?

Posted by fantastic88 > 2016-11-17 16:17 | Report Abuse

Great!! Break 0.60!!

Posted by U1818 > 2016-11-17 16:37 | Report Abuse

Pesona-WC premium less then 2% only !!!

Posted by jumbojet > 2016-11-17 16:40 | Report Abuse

.065

Posted by jumbojet > 2016-11-17 16:41 | Report Abuse

sorry its .605

Posted by U1818 > 2016-11-17 16:41 | Report Abuse

Premium less then 1% Only (Pesona price 0.60) !!

Posted by WieWie > 2016-11-17 16:45 | Report Abuse

My frend say the minor gap

Posted by Jay > 2016-11-17 16:53 | Report Abuse

for those who bought and believe in this counter, pls ignore the following. it is just to share with those that are interested but haven't bought this counter.

1. low margins are not forever, but that's a risk when it comes to companies with poor historical track record because we don't know how much is their operating leverage. it is also possible that the low margin was strategically done to outbid competitors and secure more jobs and so their margins may continue to be low

2. based on the contracts they have won last year and the projected schedule, this year revenue should have almost doubled. somehow its increase is more modest. is it due to delays or most of their projects are back-end loaded? I don't know

3. concession earnings is supposed to be steady and low risk. but for some reasons, budaya actually was loss making throughout the construction stage (if u read the circular). this is quite unheard of for Uni concessions. it implies poor cost management. so will they be profitable now at the maintenance stage? my gut feel is yes but will it be the RM10m p.a. as projected by the valuer 2 years ago? I'm not so sure.

plus if you notice budaya accounts, they financed the construction by current payables. so far no repayment has been done for the past 2 years but will it continue to be so after ownership change or pesona have to borrow to pay off the payables and incur interest cost?

4. many people conveniently ignore the warrants which is about 17% of the current shares. when your eps is diluted, then it may not be as great as initially thought. so if you target price is 70c, if diluted by 100/117 then suddenly it's more like 60c. that's a big difference.

the good stuff about this company of course is its record order book and maybe more to come. but before you jump into it, maybe give a thought about the points above as well.

Posted by xhenjun > 2016-11-17 16:57 | Report Abuse

@Jay, good points to ponder upon.

Posted by xhenjun > 2016-11-17 17:00 | Report Abuse

But sometimes market does not provide much room (time) for one to think...hmmmm

Posted by W1-1K > 2016-11-17 17:12 | Report Abuse

Keep and huat ah........................... together see the fact. Keep only can get big money for next year gong xi fa cai

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

well done Jay!!!! now is really very high ... for those who just think of to jump in need to think twice!!!!!!

Posted by reach_rich > 2016-11-17 18:36 | Report Abuse

the grapes cannot be eat sure are sour! HAHAHA

Posted by Lucas Chan > 2016-11-17 19:51 | Report Abuse

Hahaha

Posted by reach_rich > 2016-11-18 06:14 | Report Abuse

dead chick stood up the rice cover! HAHAHA

Posted by WieWie > 2016-11-18 08:46 | Report Abuse

My frend say the sidikate wil the momentum to the try the minor gap

Posted by leroy > 2016-11-18 09:21 | Report Abuse

up to the sky~~ hahaha

Posted by charles pang kah keet > 2016-11-18 09:54 | Report Abuse

HOPE PROFIT TAKING COMEDOWN TO BUYBACK

Posted by Warren_Investor > 2016-11-18 10:56 | Report Abuse

Today closing 0.62...

Posted by Biorider > 2016-11-18 11:48 | Report Abuse

pesona going to drop liao... fast sell and keep cash!!!!!!!!

Posted by curious2 > 2016-11-18 11:50 | Report Abuse

Me too take profit. See how QR first. Rise too fast when market no good better keep cash.

charles pang kah keet HOPE PROFIT TAKING COMEDOWN TO BUYBACK
18/11/2016 09:54

Posted by WieWie > 2016-11-18 15:33 | Report Abuse

My frend say the hang the neck oso the nid to breathe the air the rest a while But strong the resistance became the suppprt

Posted by moneykj > 2016-11-18 16:49 | Report Abuse

Cbl kesian for some who wait neck long2. Take the chance ya...

Posted by jqx535499 > 2016-11-18 19:17 | Report Abuse

Maria chin dan .andeep sighn di tahan di ibu lej bersih tadi, jamal tak jumpa menghilangkan diri lapur berita nt7 jam 7 pm tadi. Saham rancak isnin masuk jangan tak masuk nanti ketinggalan meraih keuntungan segera

Posted by moneykj > 2016-11-21 09:09 | Report Abuse

Correction coming..?

Posted by chamlo > 2016-11-21 15:49 | Report Abuse

QR poor. Poor contractor?

Posted by powerak > 2016-11-21 15:51 | Report Abuse

Chamlo...how u know?

Posted by W1-1K > 2016-11-21 17:56 | Report Abuse

Good qr....... release soonest

Posted by henrytham77 > 2016-11-21 19:48 | Report Abuse

chamlo...QR SURE VERY GOOD, U BUY NOW NO MORE 慘囉!

Posted by chamlo > 2016-11-21 21:47 | Report Abuse

Past QR always poor.

Posted by powerak > Nov 21, 2016 03:51 PM | Report Abuse
Chamlo...how u know?

Posted by Lucas Chan > 2016-11-21 22:44 | Report Abuse

Chamlo, which one past qr always rich??

Posted by Sw8888 > 2016-11-21 22:51 | Report Abuse

ha...ha......dont miss the boat

Posted by Warren_Investor > 2016-11-21 22:57 | Report Abuse

This week closing at 0.70...

Posted by Biorider > 2016-11-22 11:14 | Report Abuse

estimate will have around 1cent for this QR... lets see how...

Posted by Biorider > 2016-11-22 11:15 | Report Abuse

I'm cabut already... just see when have a good price to get in again.... hehe

Posted by moneykj > 2016-11-22 12:59 | Report Abuse

Ya, selling down ahead of results announcement. Similar to flb. May not the results what we expected.

Posted by Biorider > 2016-11-22 13:46 | Report Abuse

not at all... definitely not like flb... study and you will know... this is where the confidence from... hahaha

Posted by yewniengwei2693 > 2016-11-23 00:54 | Report Abuse

price to high already, construction sector won't get good profit margin and if need good margin, you will see how the co. cut cost, then you will see development with bad quality problem even selling price is high... so avoid at the moment and wait till next 2 qtr report. Btw, I've sold off already and make 15~20% margin...

Posted by WieWie > 2016-11-23 07:26 | Report Abuse

My fren say tis Quarter profit wil b the good no the worry

Posted by U1818 > 2016-11-23 08:25 | Report Abuse

If want to Fat Tat, don't so 'gan jiong' to sell (15%-20% can not Fat Tat !!!).

Posted by ABCDEFGHIJKLMN > 2016-11-23 08:52 | Report Abuse

your friend has a nick name called coldeye? Or bullseye?

Posted by ABCDEFGHIJKLMN > 2016-11-23 08:56 | Report Abuse

Your kopitiam friends? I have a lot, they also said don't buy shares, too high. Go genting better, got aircond & free drinks, some more no need to pay commission or broker fee

Posted by Biorider > 2016-11-23 10:20 | Report Abuse

pesona DROP liao!!!!!!!!!!!!! fast fast run run run

Posted by Biorider > 2016-11-23 10:53 | Report Abuse

but long time ago up like hell wor....if follow you long time ago ma amtek ka si....hahahhahaha

Posted by sheep > 2016-11-23 11:11 | Report Abuse

beware another FGV,

Posted by moneykj > 2016-11-23 12:55 | Report Abuse

This counter got history, 1st 2nd q of 2013 earning 3-4 m each q, 3rd suddenly drop to 132k. Beware.

Posted by moneyhunter888 > 2016-11-23 15:50 | Report Abuse

today down, tomorrow shooting like rocket! confirm go up flying $$$

Posted by moneyhunter888 > 2016-11-23 15:55 | Report Abuse

this stock confirm touch 80cents by this year minimum