Posted by Icon8888 > 2015-04-24 07:19 | Report Abuse

apini and all, I think we have more or less reached a consensus that according to Tan Sri Kok Onn, Gadang won't start flying until 2016. However, in view of latest super profit from property division, I am wondering whether I have misinterpreted what Tan Sri said in EGM "Gadang will fly in 2016". Is it possible that 2016 is referring to FY2016, which will start from June 2015 until 31 May 2016 ? If that is the case, maybe Gadang is about to be re rated after next quarter results ?

Posted by kancs3118 > 2015-04-24 08:18 | Report Abuse

What is all this bickering? Just my 2 cents....even if Gadang falls short of the expected RM75M, say if they achieved RM70.0M, this result is considered spectacular. Now, we see a new era of Gadang, one whereby the property division will fuel its growth and this is champion by Capital City 21. That is why there are multiple projects in the pipeline for the property division.

Let us remember why datuk is selective in bidding for constructions. He wants high profit margin projects. And he can afford to wait since capital 21 is already streaming in all the profits for Gadang. And not to mention the slew of other property projects in the pipeline.

Don't trust me, look at segmental results.

Depending on our time horizon of holding this share. For long term investors, we can continue to look forward to a few more quarters of good results....

Posted by kancs3118 > 2015-04-24 08:19 | Report Abuse

Now, i am just worried the share price may soar too high.. Thus making this share too unaffordable to buy.

Posted by Zai Zai > 2015-04-24 08:58 | Report Abuse

This is the beginning, the wisdom of Tan Sri Kok Onn to make such a good deal in joint venture of Capital 21 finally bring a superb contribution towards property, imagine this kind of contribution continue for 5.5years.
Not to mention their own property division
1)1st & 2nd phase The Vyne
2)Township pokok Sena
3)PRIMA
4)Recently acquire Semenyih Land

If i am the CFO, i also will input those construction losses into this quarter so the Tax can be well deduct, especially Hospital Shah Alam which incurred higher construction cost due to previous contractor problems. The Good things is it really bring up Gadang image to take over and completed it.

Still don't forget the , Prime Minister Datuk Seri Najib Razak will be presenting the 11th Malaysia Plan to the federal Parliament on May 21, 2015

Gadang marks it good sign in this quarter.
This is your choice.

Posted by kai8994 > 2015-04-24 09:14 | Report Abuse

No doubt he can still expect this financial year to be better as Gadang is into second half of Q4 already. Look forward ;)

Posted by probaby > 2015-04-24 09:23 | Report Abuse

???weird... how came eps drop.. profit drop .. still can gap up?!

Posted by kai8994 > 2015-04-24 09:27 | Report Abuse

Don't look at the announcement only, read ;)

Posted by tewnama > 2015-04-24 09:33 | Report Abuse

Cantik. Sedap hati. Tak perlu susah susah tikam saham sana sini. ikut aje amanat unclez.
Bagi orang baru labur saham. Baca ini
http://unclezmalaysia.blogspot.com/2015/02/my-first-stock-selection-for-this-2015.html?m=0

Posted by gift > 2015-04-24 09:35 | Report Abuse

Probaby, please study how to read quarterly report. Don't just look at the eps only. READ AND UNDERSTAND. You will know what we are talking about. Only you think that the performance is bad.

Posted by Zai Zai > 2015-04-24 09:36 | Report Abuse

drilling 1.60 wall..

Posted by matakuda > 2015-04-24 09:37 | Report Abuse

@tewnama, coretan Uncle Z bukan lagi satu bentuk amanat. Aku dah jadikan azimat. Aku print dalam kertas A4, gulung & gantung kat leher, dan bawa ke mana saja aku pergi.

Posted by Zai Zai > 2015-04-24 10:11 |

Post removed.Why?

Posted by kancs3118 > 2015-04-24 10:13 | Report Abuse

@ probably,
Just my 2 cents. I am not the real expert here...but Apini and Icon8888 is the undisputed champion.

Please correct me if i am wrong....just like you - i am also learning....

When people invest, people invest based on their expectation of the company's future earnings. Some call it a theme. This is especially true for Capital 21 whereby their profit is already locked in (guaranteed profits) and spread across a few years. Meaning that if you buy at RM1.45 to RM1.50, you know that for these few years, you are actually buying into Capital 21's guaranteed profit and nothing else. The profit attributed by their construction, plantation and power generation division is just a bonus. The JV is very similar to HoHup and Malton's JV for their Pusat Bandar Damansara. At the end of Capital 21, the plantation and power generation division will provide the recurring income in place of Capital 21. But this is still a few years away.

If you ask me, Gadang's Q3 is very solid....especially the property division. Look at their segmental results. Property division does not contribute much to sales revenue but then, contribute just as much profit as their construction division. This is attributable to Capital 21 to a large extent. You also need to look into Gadang's future property projects and Capital 21 to a large extent, is still in its teenage stage. About the slew of property projects that is coming online. It is well distributed between high end and affordable market segment. Don't forget that Gadang is a construction company. They do not need to outsourced their construction of properties to others. Everything is done in-house and this saves costs.

Hence, with this in mind...why bother if Gadang missed their year end target of RM75.0M? If your holding time horizon is for 2 years, then, you are still assured that Capital 21 is still online and contributing. At that time, both the plantation and the power generation divisions is up full swing providing recurring income. IN terms of the construction business, it may clinch a few projects (this bit is speculative though). With this logic, even if the year's PBT comes in at RM70.0M (RM75.0M), i will still gladly hold on to Gadang because of all the above.

Also, look at their operating cash flows...it is positive operating cash flows and this is no doubt - contributed by Capital 21.

And not to mention the possibility of Gadang wining construction contracts. In the last press by Dato, they are actively bidding for contracts worth a few billions.

As Gadang's fundamentals keep on improving, the "cap/ lid" on its share price at RM1.50 will eventually burst.

For me, i will buy as long as it is trading at RM1.45 to RM1.50. So, in my case, i will patiently wait on the sidelines. I believe the buying pressure will dissipate after this quarterly result announcement. Now, everybody is busy buying - but who is motivated to keep it in a freezer? Except for Apini, Bluefun, Dingdong and Icon8888.,...

Posted by SingInvestor > 2015-04-24 10:45 | Report Abuse

Me too. Freeze it.............. That a good ideal. (-;

Posted by Hsien Hui Yeoh > 2015-04-24 11:38 | Report Abuse

haiz drop from 1.60 to only 1.55

Posted by probaby > 2015-04-24 11:41 | Report Abuse

boring stock.. tmr will drop back to 1.48-1.46

Posted by kancs3118 > 2015-04-24 11:59 | Report Abuse

@ probably, tomorrow - market is not open lar....

Posted by tksw > 2015-04-24 12:10 | Report Abuse

kakaka, sell to me.

Posted by probaby > 2015-04-24 12:49 | Report Abuse

them Monday will drop loh

Posted by apini > 2015-04-24 12:58 | Report Abuse

probaby,

if you think gadang is boring or hopeless ,then just SELL and don't look back
you need not have to come here to prove to the world you are right with irritating shouting
of sell and buy, just go through your previous posts, then
you will see how many time you have made yourself a fool in front of the so many veterans here
they can accept different opinion but not senseless shouting without fact or data to support

frankly, I have the feeling you don't know how to interpret financial statement
EPS is not everything to evaluate a company. other things like business prospect or foreseeable future earning , cash holding, debt , cash flow , profit margin, any non recurring income and some financial ratio like roic , ev/ebit , ey, gearing,cur r and Quick R, ... have to be taken into consideration


please SELL do not look back to avoid heartbreaking in case thing goes again your will

of course market is not determined by you or me, even though we shout break our throat, what s going to happen tomorrow will still happen.

but one fact is unchanged, if a stock has good value, sooner or later the price will reflect the value.

it is true, I never lose money in any stock that I can hold long enough. I only lose money when I switch from here to there. if you want your idle money to grow, then just park it at the company that you feel safe of course not sure win but high possibility to win. often the return is more than you have expected

Posted by SJSOON > 2015-04-24 13:11 | Report Abuse

Well said, @apini.

Posted by apini > 2015-04-24 13:12 | Report Abuse

of course Monday can drop, who say it can not drop
why?

same story: FORTUNE IS FOR TOSE WHO DESERVED

so the undeserved have to be weeded out first before God distribute the fortune for the deserved

if you feel fear or worry for no reason to park your money here, most likely you are not the one who deserved. but you still can cling (tumpang) to the luck of those deserved. but do not buy big , buy a little, otherwise God has to wait again for you to be weeded out before he distributes the fortune

you may not believe because you are still young in the investment may be not age, but for those who been in the market long enough they know very well. that's why sometime it can be that heartbreaking until we want to tear the share certificate into pieces, because after we buy it drops, after we have sold it moving up like rocket

so must know yourself and no God , then it is safe. if not even though you have gained 100k here but you will lose 100k elsewhere if you do not deserve the money

then how to improve on your investment luck

if you are interested, please request and I will share here

Posted by harvestent > 2015-04-24 13:18 | Report Abuse

I matched 5k @ 1.55 .. =)

Posted by apini > 2015-04-24 13:18 | Report Abuse

may be you don't believe in luck , you believe your TA ad FA

but do you know, so many TA and FA experts jump down from high tower commit suicide because they just do not have the luck to win big bur bet very big with borrowed money or company money or relative money hoping to gain big. But man calculation can never overmaster GOD's will

Posted by apini > 2015-04-24 14:11 | Report Abuse

This is strictly for the Buddhist , no intention to cause any dislike to anyone

if you are sincere and share good information to help people to gain more or cut lost at the earliest possible, you will be rewarded more than you have expected.

do not think your silly call, unfounded call or ill intended call will be spared from the law of KARMA.

if I deserved to make some profit here, you mislead me, then sooner or later you got to pay me for the loss

this is the most basic Buddhist belief, that's why I never invest into any company that involve killing, even though uncle z or cold-eye tell me tomorrow the price will go limit up
I prefer to gain money that is safe to spend

what's the point today you gain big money tomorrow say bye-bye to relative
what's the point today you gain big money tomorrow you pay the to the hospital
what's the point today you gain big money tomorrow 4 children become 2 children only

I think definitely you have seen this thing happen to the people around you before

I am very sorry and please forgive me if what I have shared here sounds untrue to you, contradict with your belief or in any way has offended you. please forgive me, that is not the intention of my writing

Posted by glkhaw > 2015-04-24 14:23 | Report Abuse

I agree with you apini

Posted by probaby > 2015-04-24 16:09 | Report Abuse

TAK CANTIK PUN... SIKIT NAIK SAHAJA @ 1.56

Posted by probaby > 2015-04-24 17:35 | Report Abuse

top 10 gainer pun tak boleh masuk... haiz... why only 3 cent... lousy lah...

Posted by Kukuman > 2015-04-24 17:39 | Report Abuse

probaby, up 3c is still better than down 3c. if you want 30c or 300c in one day, try your luck in casino

Posted by SJSOON > 2015-04-24 18:52 | Report Abuse

Please stop bothering Probaby.

Posted by kancs3118 > 2015-04-24 19:33 | Report Abuse

....hehehe....if want fast money - go to Genting ...one big one small....settle

Posted by bluefun > 2015-04-24 20:11 | Report Abuse

with such good fundamental, revenue and earning growth every year, good dividend policy payout, good management team, must keep for long-term la :)

投资嘉登收得起， 否则会对不起自己

XD

Posted by tonylim > 2015-04-24 21:19 | Report Abuse

I took 6 sen profit.

Posted by kancs3118 > 2015-04-24 21:50 | Report Abuse

waiting for the selling pressure to dissipate.... Then, it is time to buy again....

Posted by kancs3118 > 2015-04-24 21:51 | Report Abuse

Targeting RM1.45 to RM1.50.....

Posted by matakuda > 2015-04-24 22:05 | Report Abuse

http://eresearch.bursamalaysia.com/download.aspx?id=16810&type=research

Posted by maxlim > 2015-04-24 22:32 | Report Abuse

Malaysia share really slow not like invest in Hk or china everyday very fast making money

Posted by tonylim > 2015-04-24 22:32 | Report Abuse

Tqvm kuda

Posted by kancs3118 > 2015-04-25 22:01 | Report Abuse

Just found the Pak Bomoh 1Malaysia - he used his magical bakul and trap Gadang at RM1.40 to RM1.50 price range....his mumbo jumbo jampi jampi will expire at the end of this year...using his magical bamboo binocolurs - he peek into the future...ahhh - the price will fly to new high of RM2.00 starting of next calendar year.....

Hence, my friends...use this time until the end of the year to buy up Gadang..

Posted by bintang21 > 2015-04-26 01:30 | Report Abuse

Tony,
6 sen profit you also want. I read your psychology you must be kacang putih seller
How can you use kacang putih mentality to play share. You wan to gain you must scare to lose first. If you can't win big then you are going to lose big. Why?
I think I don't want to explain to you, you agree also won't follow one
better I recommend that apa nama perempuan to you. This apa nama perempuan very good in investing. If she knows you invest in gadang sure will ask you to top up more. Don't tell her you sold for 6 sen profit. She will potong you kuku. Then you can stand tall to pass water.

Posted by Hulk > 2015-04-26 08:42 | Report Abuse

Probaby, price up you bising...price down you also bising ....apa lagi kamu mau? Jangan ka-ka cau-cau. diam lah!!!

Posted by Zai Zai > 2015-04-27 09:26 | Report Abuse

after get rid of those trader, is time back to normal track and on d way to 2.00

Posted by kancs3118 > 2015-04-27 16:25 | Report Abuse

semakin turn,.....jampi Pak Bomoh 1 Malaysia amat berkesan......akan turun ke paras RM1.4x....membuka peluang untuk kita beli...

Posted by probaby > 2015-04-27 17:15 | Report Abuse

bearish engulfing .... obviously will drop further a bit...

Posted by kancs3118 > 2015-04-27 17:59 | Report Abuse

good to hear that

Posted by Icon8888 > 2015-04-27 18:35 | Report Abuse

waiting to collect... come on probaby sell it to me...

Posted by probaby > 2015-04-27 20:14 | Report Abuse

1.57 already sell jor... just collect what ever price you can...

Posted by kancs3118 > 2015-04-27 20:25 | Report Abuse

Hi Icon8888, nice to see you here...,,,
That GOB not enough power...cannot vroom vroom...really wait until my neck long long liaw...

Posted by Icon8888 > 2015-04-27 21:31 | Report Abuse

Patient patient

Posted by bluefun > 2015-04-27 21:36 | Report Abuse

Keep steady and be more patience, gadang gadang woohoo :)