Posted by sosfinance > 2017-05-19 18:59 | Report Abuse

MD is buying & senior officers are selling, very interesting case. There is a reason why the MD sits on the other side of the table. Is it a "considered valuation" before they made their decisions? The sellers think it is over valued, and the buyers think it is under valued. I think it is under valued. Add pop corn + bought some tickets. If you want to watch the movie, get your tickets before it is sold out.

Posted by Jenson123 > 2017-05-19 19:11 | Report Abuse

I bought gadang at rm 1.5 and sold them in 2015 at rm1.4 due to the bear came out..the most stupid thing i have done in my life.. so gadang holders, u know wat to do? juz sharing the lesson i have learnt..

Posted by lee9fold > 2017-05-19 19:16 | Report Abuse

gadang chart is so nice :D

Posted by muiz2017 > 2017-05-19 19:17 | Report Abuse

how about next week?

Posted by sosfinance > 2017-05-19 20:44 | Report Abuse

Gadang is a laggard compared with some of its construction peers. YTD, Gadang is up only 22%, while other peers like GKent, Ekovest and Econpile have gone up 32%-35%, with PE of 12-18x and valued at 1.5b, 2.3b and 1.3b.

The other laggard is Suncon, up around 20%, PE 21x and valued at 2.6b.

YTD, Gadang value has increased 22% from RM700m to RM840m, and during this period, it secured effectively about RM1.13b of construction contract. Every company has different composition of sectors they are in and within the same sector, risk is also different, The value from RM1.1b contract is easily 2-3x the increase in price of RM140m.

Gadang's PE is among the lowest at 8.4x and lowest Mcap at RM840m. The rest is at least RM1.3b to RM2.6b. With one more project of RM500m, market cap can hit above RM1.2b.

Posted by Collin Soo > 2017-05-19 21:39 | Report Abuse

The price has been consolidated since mid of March. Please show us breakout chart next week!

Posted by Jason5183 > 2017-05-19 21:44 | Report Abuse

Hold for 2-3 years. Haha....

Posted by Superb99 > 2017-05-20 01:47 | Report Abuse

Resistance at 1.33...unable to break through...very slow

Posted by 4ever5 > 2017-05-20 14:36 | Report Abuse

tksw sifu, if have good news i will share here no worry. for now, just hold or collect some while you still can. gadang is entering the zone of 1.3.. so i assume 1.29 is still under discount rate ..

Posted by tksw > 2017-05-20 14:41 | Report Abuse

Jason5183 sifu, ya lor, slow turtle, Monday first thing in the morning you Q sell 129 ya... 3 years later come back buy,

Posted by tksw > 2017-05-20 14:42 | Report Abuse

Superb99 sifu, Gadang investors want this want that, veli difficult lar.

Posted by tksw > 2017-05-20 14:45 | Report Abuse

sosfinance sifu, buy arr? Monday I go deng ahh.. hopefully can find money to deng 100 units more

Posted by aseng > 2017-05-20 14:52 | Report Abuse

走走停停疑无路，柳暗花明又一村
借问好股何处有，牧童笑指在徍登

Posted by aseng > 2017-05-20 15:10 | Report Abuse

走走停停考信心，守得云开见月明
一日展翅天比高， 吾等数银笑呵呵

Posted by sosfinance > 2017-05-20 17:17 | Report Abuse

Based on my observation, Gadang's MD is quite a conservative and rationale person. He must have seen the value attained exceeded the price movements or non movements. I remember he mentioned the Company is going after contracts with higher margin. I like his capital allocation skills in biz and hopefully he is as good as his investment skills as well. (If we look back in Oct and Nov 2016, the fluctuation of share prices due to various "issues", he and his senior management gain the most from the ESOS, 86 sen)

I have added a bit before he bought that 2.5m shares. Investment decision is best when it is independently made and based on considered valuation as well as rationale, not just "expectation".


As for when the share price reflect its added value, nobody will know. In a longer run, the gap will reduce as when they realised it from the better results.

Like your sifu WB said, price is what you pay, value is what you get. In a short run, the market is a voting machine, and in the long run, its a weighing machine. Time is a friend for investor and an enemy for speculator.

Posted by Js Goh > 2017-05-20 21:02 | Report Abuse

Good one.

Posted by Ricky Kiat > 2017-05-20 21:10 | Report Abuse

well said ,bro sosfinance.

Posted by excelyou > 2017-05-21 18:33 | Report Abuse

Sosfinance, I like RM1.2 bil cap.

Posted by cKhong > 2017-05-22 10:12 | Report Abuse

Can go look for tomypack

Posted by Collin Soo > 2017-05-22 11:09 | Report Abuse

Today this counter very quiet

Posted by davkitz > 2017-05-22 11:27 | Report Abuse

all the while quiet

Posted by kelvin12 > 2017-05-22 11:44 | Report Abuse

Still quite a lot of accumulation at 1.30.

Posted by kelvin12 > 2017-05-22 15:25 | Report Abuse

Gadang sharks very greedy. Duno want to accumulate till when.

Posted by Tletrading > 2017-05-22 15:32 | Report Abuse

应该是要等我卖

Posted by tksw > 2017-05-22 15:52 | Report Abuse

kelvin sifu， ya lor, greedy like mad, later market crash they kill themselves

Posted by tksw > 2017-05-22 15:55 | Report Abuse

I think they waana to get rid of some Gadang son first...

Posted by kelvin12 > 2017-05-22 16:06 | Report Abuse

1.3 sell queue slowly built up, then one second eatenn. Shark bot so aggresively at 1.3. Goodddd

Posted by bliss08 > 2017-05-22 16:23 | Report Abuse

Not shark, its pussy cat doll.

Posted by bliss08 > 2017-05-22 17:46 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5433321

1.31 also buy. Ok la. New support tomorrow.

Posted by kelvin12 > 2017-05-22 18:07 | Report Abuse

so obvious already. Kok onn and institution collecting. Retailers don give up ya.

Posted by Jason5183 > 2017-05-22 18:17 | Report Abuse

should top up more. Follow Tan Sri.

Posted by 4ever5 > 2017-05-22 18:57 | Report Abuse

omg.. again dato kok onn is collecting in the past few days.. I really have a good feeling that gadang will fly soon.. tomorrow will topup for the last discount price 1.3

Posted by kelvin12 > 2017-05-22 19:10 | Report Abuse

Haha. Kok onn average cost around 1.29 for the shares he recently acquired.

Posted by tksw > 2017-05-22 19:12 | Report Abuse

jilakak punya gadang， up down not more than 2sen. no kopi. giam siap puynya penggoreng. make me angry again I dun wanna play liao!!!

Posted by tksw > 2017-05-22 19:14 | Report Abuse

lurky I last few weeks kenot tahan Gadang turtle, went buy FPG.

Posted by SmartyAlek > 2017-05-22 19:33 | Report Abuse

tomorrow we throw cheap cheap let it drop gaogao

Posted by tksw > 2017-05-22 19:45 | Report Abuse

SmartyAlek sifu, ya, ya, ya, throw down let me collect back

Posted by tksw > 2017-05-22 19:45 | Report Abuse

throw until Kok Onn scared.

Posted by bliss08 > 2017-05-22 22:38 | Report Abuse

Pussy cat doll pengoreng.

Posted by 4ever5 > 2017-05-22 23:25 | Report Abuse

Let see tksw can collect more than kok onn or not.. tomorrow up at least 1.33 la.. feeling lai liao

Posted by muiz2017 > 2017-05-22 23:27 | Report Abuse

Why gadang so slow..

Posted by tedbeh > 2017-05-23 06:51 | Report Abuse

Very obvious that Tan Sri Kok Onn sold all his warrants to buy the Mother shares. Will there be a corporate exercise is the pipeline?

Posted by HuatRex > 2017-05-23 08:45 | Report Abuse

Please buy Gadang. Lrt 3 announcement next month

Posted by tksw > 2017-05-23 10:12 | Report Abuse

kakaka, 129-130 this time kok onn sure scare liao

Posted by tksw > 2017-05-23 10:13 | Report Abuse

HuatRex sifu, yakar? can sell first and wait next month to buy lor, like that

Posted by tksw > 2017-05-23 10:21 | Report Abuse

4ever5 sifu, itu penggoreng wanna slap you wor. you said wanna lai liao, they kasi taruk...

Posted by bliss08 > 2017-05-23 10:24 | Report Abuse

free pocket money from kiamsiap pengoreng 1.3

Posted by kelvin12 > 2017-05-23 10:56 | Report Abuse

Pengoreng earn 1 cent everyday. I month earn 20 cents. 1 year earn 200%. No need let the price run.

Posted by sogeking > 2017-05-23 10:57 | Report Abuse

Lrt3 announcement supposed to be this month. Oh well, need to wait another month.

Posted by tedbeh > 2017-05-23 11:21 | Report Abuse

Warrant dropped to 66sen only