nicholas, i agreed with you, this guy not just " a bit" over, but "extremely" over.
this type of ID with just a few post is normally from those who dare not disclose their real ID, they use this fake ID to talk down certain counter for their own interest, i suspect this is either paperplane, optimus or fortunebullz, wakakaka.
I am bemused by how people can rely on few figures to come up with a ten page essay
Posted by ilovemarket > Jan 31, 2016 03:49 PM | Report Abuse
hmmm... seems like nobody realize the company has bad receive-able. there could be another 18 mil receive-able potentially turn into impaired receive-able very soon. a total of 52 mil of PAST DUE receive-able is potentially turn into impaired receive-able, that is equal to 1.16 per share. it's a ticking bomb. on paper, revenue yes, profit yes, but may be not for real if they can't receive the payment. well just be careful.
in 2015, Cepco impaired around RM10m, but the 2015 results is still fantastic, if they can collect back in RM10m in 2016, this will contribute back as a profit.
Fund managers busy mopping shares @ 2.52. These SOUR GRAPES who didn't benefit from one of the best perfomers of 2016 so far try to throw lemons @ others. HaH!!! Or maybe in a vain attempt to get on when there's a correction that they engineer.
pe ratio for CEPCO just 7.2 and it was a fast growing company. I will attend the AGM this february to know whether the company will start paying dividend or bonus issue this year. As mention by Icon8888 "the result was crazy good", eps of 17.6 cents is better than TienWah 15 cents & see what is the price for Tien Wah now.
Check the liability..... so much......project grabing of this construction company also not strong.. that why business inconsistent..consider loser compare to its competitor--> ICP (subsidiary of IJM)
Liability? Which liability? Their main debt is banker acceptance which is normal, their finance cost is low, this company oni has one concern, the ageing of receivables, ageing not mean cant be received, it just a way the trading partner of the company manage their cash flows, the company can consider price in the potential impairment and then provide incentive such as rebate schedule if they pay ontime, just my comment, buy at ur own risk
Desa20201956 > Feb 4, 2016 04:02 PM | Report Abuse X
not about Cepco...but about Nikolas comment. so scary. @and not about Cepco...I think Cepco is a fine company but this is dangerous @ tkp2 > Feb 4, 2016 04:05 PM | Report Abuse
Desa, you want to bet or not? i bet Cepco share price will up to 3.0 in 2 months time.
haha, I din say banker acceptance is not debt ya, I see bigger concern with how they manage their receivables ageing problem as well as whether their revenue can be sustainable (ie: the project), I am not so concern with their BA...thats all ya
I think some ppl missunderstand something here. 1st I am not looking in buying cepco. 2nd I commended with kind intention. 3rd, I am a silent reader and I commended cepco as I know the company. I know how the management work. If u are so confident with the management performance, just buy as much as u want.
Why domperrier so confident with this company? Better dump in and shift to another share: a)CEPCO business nature highly depend on labour force b) Big distance with its competitor ICP (IJM Subsidiary) ICP supply mostly all Spun Piles of Penang 2nd Bridge and TNB power plant Prai , CEPCO only a little bit portion , C) Management no comments lo u feel it urself during AGM
When a share is up, all the bullsh+tters & sharks and opportunists all come swarming in, trying to make a quick buck. When a share is down, all sudah lari & hilang.
domperrier , hi guys I just bought this counter yesterday, howvere I just find out this counter stayed at 0 volume @ 1.65 on last year December,is it because this company restrucured or any bad news happen on that moment ? Can share ah friend?
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....
tkp2
3,027 posts
Posted by tkp2 > 2016-02-01 23:06 | Report Abuse
nicholas, i agreed with you, this guy not just " a bit" over, but "extremely" over.
this type of ID with just a few post is normally from those who dare not disclose their real ID, they use this fake ID to talk down certain counter for their own interest, i suspect this is either paperplane, optimus or fortunebullz, wakakaka.