@tksw bro but i wonder how market will react tmr since it close to cny now lol.... left 1 and half trading day to perform.... can it finally break tru 1.1? XD
i calculated eps for 1st half is 6.8 sen, so full year forecast = 13.6 PE = 10 which mean RM 1.36 last time kyy said he target RM 1.35, is that his bro Mr.Kok Onn told him so ?
veli difficult this Gadang... fund managers all got info before us retailers... few days ago I spotted foreign brokers bot my shares at 106.. almost all foreign brokers is buying.. UBS, CSLA, CFSB, Nomura, Citigroup, Macquery (dunno how to spell) all come out... but I still chicken out at last minutes on Gadang son...
the current qtr of FLB will not be worsen than last qtr, but got additional shipment from last qtr plus USD up ... they still wanna sing bad song to create doubt...
To be fair, it is wrong to call tksw as syndicate. He is one of the faithful guy in i3 where he is only day in day out at Gadang forum for more than 1.5 years.
tksw, I wish you earn money everyday in stock market.
I no syndicate la... but it is veli sure now the penggoreng not KYY la, insider. oni insider know about the results. What I am afraid is that they wanna defer the goreng to next quarter and reported slightly better results ... consolidation is a bit too long albeit lower vol... but no matter what I said, I lost to the penggoreng Gadang...
The reason I loose is because I bot Gadang & son until siao liao....almost all in... got to cut a bit la.. if not if something happened, I no happy CNY but holland CNY liao
what is more important to construction companies like gadang is not quarter results, is their outstanding order book.. This a normal thing contruction companies can have higher profit because they can do higher profit margin works. "let's hope management is able to bid those tenders upcoming days". Hope is a dangerous thing, but in gadang case it seems likely true. We simply can't give a higher p/e etc 10 for reasons, outstanding order book is not sufficient to sustain growth that gadang used to have in recent years. Although gadang might grab more jobs in future soon, anything could happen. So instead of following quarter results, keep on track gadang order book. Or else you are merely giving your trust on "hope".
You just need to compare other construction companies with Gadang regarding financial results/numbers. You cannot compare Gadang with financial companies regarding P/E, but you can compare Gadang with other construction companies regarding P/E.
If Gadang announce they get the mrt project the price sure spike like crazy^^ I wonder how the market will react tmr, will Gadang up or down? We shall see tmr ;)
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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....
leng1234
73 posts
Posted by leng1234 > 2017-01-25 17:45 | Report Abuse
The best is still OTB, trust OTB, not KYY