Bull13

Bull13 | Joined since 2013-11-13

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Stock

2018-08-21 19:17 | Report Abuse

Yesterday I saw BOOST having a promotion stall in Ss2 pasar malam! Some hawkers actually signed up as merchants! This is vision!!

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2018-08-21 19:14 | Report Abuse

looks like director sleeping and no vision. Maybe this budget e wallet companies will get tax incentives. Then all wake up...

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2018-08-21 09:46 | Report Abuse

Look at the style WeChat pay launch their product today..

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2018-08-21 09:45 | Report Abuse

WeChat users can now pay using their app with the roll out of its e-wallet component, WeChat Pay My.

“As Malaysia embraces the digital economy, we are excited to launch WeChat Pay My, which aims to facilitate the development of the Malaysian market by introducing local users and businesses with a simple, secure and convenient mobile payment experience,” says Tencent International Business Group vice president Poshu Yeung

To celebrate the launch, “Money Packets” will be given away to all users of WeChat Pay My who sign up between Aug 21 and 28, it claims.

The Money Packet will be filled with a random amount ranging from RM3.88 to RM88.88, and a prepaid top-up coupon of RM2 will also be given away.

image: https://content.aimatch.com/default.gif

image: https://content.thestar.com.my/smg/settag/name=lotame/tags=

Money Packets is a peer-to-peer payment system that allows users to transfer money to others or a group with no service charge.

Poshu says that WeChat Pay My has received Bank Negara’s approval to act as an electronic money issuer, and has implemented security technologies that comply with international standards, including 24/7 real-time monitoring of all transactions.

Other features include Quick Pay which allows users to generate a QR code that merchants can scan to pay for a transaction and Debit Card Binding which lets users associate multiple cards to top up their e-wallet.

Users can also withdraw money from their accounts by transferring it to their local bank accounts as long as it doesn’t exceed RM10,000 a month.

WeChat is a social communication platform developed by China’s Tencent Holdings Ltd.

Read more at https://www.thestar.com.my/tech/tech-news/2018/08/20/wechat-introduces-its-ewallet-wechat-pay/#es6I3uyyM2sOIKSJ.99

Stock

2018-08-18 23:57 | Report Abuse

So where is payallz heading??

Stock

2018-08-16 00:14 | Report Abuse

1sen. Sure can get...

Stock

2018-08-14 11:59 | Report Abuse

No point buying this stock la. That's why it's just 2sen. Lelong also nobody want to buy

Stock

2018-08-13 21:07 | Report Abuse

Allz pay e wallet should be called a f wallet. Look at REVENUE. ...shooting past rm1. Other aggressive e wallets like FAVE , GRABPAY and BOOST are fast expanding their market share!!

Stock

2018-08-12 23:56 | Report Abuse

TUn M visiting China next friday. Possible discussion on e wallet and cashless payment systems .

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2018-08-11 12:47 | Report Abuse

Yes. Think SC is monitoring company tatics like this

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2018-08-11 08:56 | Report Abuse

How many merchants hv they signed up??

Stock

2018-08-10 15:40 | Report Abuse

Allz e wallet. Why need to register?
Wonder how many people using it. No advertisements. No roadshows. = no awareness.

Even Touch n Go new app now having roadshows in PJ.

Stock

2018-08-09 17:26 | Report Abuse

Shiok sendiri app

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2018-08-09 17:25 | Report Abuse

Seriously NEVER seen this app before, and never seen people using this before

Stock

2018-07-19 15:49 | Report Abuse

Selling with huge volume.... something bad coming??

Stock

2018-07-09 23:32 | Report Abuse

Dead stock. Impotent.

Stock

2018-07-08 16:40 | Report Abuse

Yup. Not Khazanah but Tabung Haji. IPO Was rm4.80.

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2018-07-07 23:18 | Report Abuse

PM says Khazanah has deviated from original objectives. Will Khazanah sell ICON??

Stock

2018-07-05 23:35 | Report Abuse

Will NetX sign up with SC for P2P license??

Stock

2018-06-27 15:22 | Report Abuse

PN17 comingggg???????

Stock

2018-06-26 19:20 | Report Abuse

KUALA LUMPUR, June 26 — Prime Minister Tun Dr Mahathir Mohamad has said that Putrajaya may consider changing the country’s currency or going cashless in order to combat corruption.

The next phase of growth...cashless payments systems..

Stock

2018-06-23 20:21 | Report Abuse

Some warrants play last few days. Maybe Netx we soon

Stock

2018-06-20 17:13 | Report Abuse

Icon ipo is rm 4.80. Under Khazanah. Will continue to benefit from Petronas contracts.

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2018-06-20 16:17 | Report Abuse

Icon will benefit from Petronas new chief.?

Stock

2018-06-20 16:17 | Report Abuse

Who is the 3rd buyer for this block?? Is it "M" ??

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2018-06-18 14:29 | Report Abuse

DTFZ will go on. !

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2018-06-17 08:42 | Report Abuse

GHL...riding the ASEAN E-payment systems. Looks like the 2nd craze of e payments is coming back. NetX as reported before has ASEAN presence. What happened??

Stock

2018-06-16 10:12 | Report Abuse

New boss at Petronas. Council of Elders. Oil & gas industry will see return of good old days. Buy n keep.

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2018-06-16 10:09 | Report Abuse

Mokhzani to come in as new investor?

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2018-06-10 00:22 | Report Abuse

Wechat launching on 11June. E commerce counters nxt rally play?

Stock

2018-06-08 08:10 | Report Abuse

Last round everyone jumps into e commence bandwagon. Now New bandwagon coming...lets see who will be the players..

Stock

2018-06-07 19:41 | Report Abuse

Get ready for e-commerce from India. Tun already said looking to India's e payment systems...possible NEtX has something on its sleeve...New PH govt now breaking up industry monopolies.....so MyEg will see entry of other players.. NetX maybe?

Stock

2018-06-06 22:47 | Report Abuse

Rumours Tan Say Jim is returning....they are going to take back contracts from datasonic and myeg?

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2018-06-04 21:08 | Report Abuse

Maybe 11.5 m shares was to short.

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2018-06-03 22:21 | Report Abuse

Maybe consolidation coming... Why do you thiinkprice drop like that?

Stock

2018-06-01 17:02 | Report Abuse

It's A con company. Look at their revenue..hardly anything... all their Bragg about e payment. All kena suckered....

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2018-05-30 16:36 | Report Abuse

Next on cancellation list

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2018-05-28 20:21 | Report Abuse

After HSR cancellation, next is MyEg? The PH govt will likely open up the e-govt services sector to other players. Monopoly not welcomed.

Stock

2018-05-27 21:31 | Report Abuse

HSR?...Japan may be the answer ....

Stock

2018-05-27 21:30 | Report Abuse

And since LRT 3 is mainly built in Selangor , running from Bandaranaike U tams to Klang, I am sure Azman will not cancel it since it brings benefit to the rakyat.

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2018-05-26 09:05 | Report Abuse

Already crazy oversold. Only way is up.

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2018-05-26 08:58 | Report Abuse

Used MyEg before. Very convenient and efficient. Nothing wrong with the company. Maybe some shareholders need to be changed. Not surprised Transport ministry will continue using it.

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2018-05-21 19:58 | Report Abuse

mrtai021....the above valuation report posted suggests order book did not take into account future projects not yet awarded. Can erkongseng confirm please?

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2018-05-21 19:55 | Report Abuse

Posted by erkongseng > May 20, 2018 03:34 PM | Report Abuse

转贴:
GKENT Valuation 简单估值 @ 19 May 2018
GKENT
简单估值
根据AR 2017:

GKENT 有
订单 order in book 5.6 billions 5,600,000,000
Equity 资本有 475,815,000 = 每股资本 = 0.84
Ordinary shares 股数有 563,269,000
2017 的Revenue 是 598,965,000. 也就是说order 比 yearly revenue 多九倍......
2017 净利率是 23%
算下5.6 billion 订单 可以赚多少钱 5,600,000,000 ×23% ÷ 563269000 = 每股盈利= 2.37
算算: 0.84 + 2.37 = 3.21
如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零,弄到我头晕。帮忙看看有没有算错。。。。。
其他因素:
1)water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3)Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4)gkent 手头的订单,应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少,但问题不大,因为"中间人费用“也会減少...
5)老板是生意人. 也会想办法和现任政府打好关系的....
6)gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7)除了MRT3, 也有其他工程合法,example: 建医院. 这个希联政府不会取消的...
8)大选前,老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9)gkent share buy back 10%. EPS 立即增加10%.
10)老板,董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售,应该不会跌到那里去...

Disclaimers: This is for educational purposes. This is not a buy/sell/hold call. Trade at your own risk.

http://oldfriendsinvesting.blogspot.my/2018/05/gkent-valuation-19-may-...
感谢以上大大的专业功课。感恩。

Stock

2018-05-21 16:16 | Report Abuse

GKENT without MRT3 is still worth rm2.40

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2018-05-21 15:11 | Report Abuse

Short sellers having a party!!

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2018-05-21 09:52 | Report Abuse

Shortists making money,... Sell now buy afternoon..sure win!!

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2018-05-18 16:37 | Report Abuse

Monday morning short selling again lo for shortists.... another sell morning buy back evening thing!