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2018-07-19 15:49 | Report Abuse
Selling with huge volume.... something bad coming??
2018-07-08 16:40 | Report Abuse
Yup. Not Khazanah but Tabung Haji. IPO Was rm4.80.
2018-07-07 23:18 | Report Abuse
PM says Khazanah has deviated from original objectives. Will Khazanah sell ICON??
2018-07-05 23:35 | Report Abuse
Will NetX sign up with SC for P2P license??
2018-06-27 15:22 | Report Abuse
PN17 comingggg???????
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..
2018-06-23 20:21 | Report Abuse
Some warrants play last few days. Maybe Netx we soon
2018-06-20 17:13 | Report Abuse
Icon ipo is rm 4.80. Under Khazanah. Will continue to benefit from Petronas contracts.
2018-06-20 16:17 | Report Abuse
Icon will benefit from Petronas new chief.?
2018-06-20 16:17 | Report Abuse
Who is the 3rd buyer for this block?? Is it "M" ??
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??
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.
2018-06-16 10:09 | Report Abuse
Mokhzani to come in as new investor?
2018-06-10 00:22 | Report Abuse
Wechat launching on 11June. E commerce counters nxt rally play?
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..
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?
2018-06-06 22:47 | Report Abuse
Rumours Tan Say Jim is returning....they are going to take back contracts from datasonic and myeg?
2018-06-04 21:08 | Report Abuse
Maybe 11.5 m shares was to short.
2018-06-03 22:21 | Report Abuse
Maybe consolidation coming... Why do you thiinkprice drop like that?
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....
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.
2018-05-27 21:31 | Report Abuse
HSR?...Japan may be the answer ....
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.
2018-05-26 09:05 | Report Abuse
Already crazy oversold. Only way is up.
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.
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?
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。
2018-05-21 16:16 | Report Abuse
GKENT without MRT3 is still worth rm2.40
2018-05-21 09:52 | Report Abuse
Shortists making money,... Sell now buy afternoon..sure win!!
2018-05-18 16:37 | Report Abuse
Monday morning short selling again lo for shortists.... another sell morning buy back evening thing!
2018-05-18 16:30 | Report Abuse
All they need to do is to ask new govt to give them contract to change from gust to sst. Kaw dim.
2018-05-18 16:10 | Report Abuse
All short it's having a great party!!,
2018-05-18 16:10 | Report Abuse
Short short short ...sell morning buy back evening..!!!
2018-05-01 21:57 | Report Abuse
REad latest annual report issued yesterday. Olympia is now a lean and profitable company. After disposals of Jupiter securities and Travel co. Now only 11s. Most undervalued gaming counter in Bursa. NTA 39s.
2018-04-18 15:46 | Report Abuse
After the Jupiter sale and the travel sale, it will be a super clean and profitable company ...
2018-04-17 17:23 | Report Abuse
white knight coming?
2018-04-11 22:06 | Report Abuse
Listing of new shares coming....bk to 5s soon...
2018-04-11 17:15 | Report Abuse
New substantial shareholders emerge. Why?
2018-03-22 15:40 | Report Abuse
After Pte placement, then share consolidation?
2018-03-13 10:59 | Report Abuse
Broadcom takeover Qualcomm .....habits cerita...
2018-03-07 19:44 | Report Abuse
Good news?....good news?? Something must be wrong with the Company!!
Stock: [NETX]: NETX HOLDINGS BHD
2018-08-09 17:25 | Report Abuse
Seriously NEVER seen this app before, and never seen people using this before