https://www.theedgemarkets.com/article/uchi-maintains-its-appeal-challenging-times

Take care!

Mr. Koon, wish you good health, take care!

Socialism is a form of legalized theft.

Capitalism is the only social system that rewards merit, ability and achievement, regardless of one’s birth or station in life.

Thanks for sharing and take good care uncle. Wish you good health, longevity and happy at every moment so that more people is benefited from your good advices and charities.

Valuable lessons. Thanks uncle.

Results out already! Better revenue & Profit.

Dear Mr. Koon, kindly consider INARI, UCHITEC, MYEG, RCECAP and SCIB.

From my few years observation from many stocks, the share price do reflect the fundamental but the phenomenon (eg. good results) that initiates a complete upward trend only occurs once. Since the share price has already risen a few hundred percent, this extreme upward trend may already contain good news for the future, so the subsequent good results may not be able to initiate the repetitive unless a new phenomena occurs again to initiate a new uptrend.

Will add more if drop further

Bought at 0.83

https://www.foodbev.com/news/kraft-heinz-and-dksh-expand-partnership-to-malaysia/?__cf_chl_jschl_tk__=c33ab6ce723ff507429d4164317502f5032ef87f-1594944580-0-AZwvM3eiQkEDUltP5_ISEv_rVM8NM28S9FgnAqz7N2xfualcf8I3iRVEIGRAnBzDi60S_evUyKelcXHO7D27Oe_f0RZ0xNRUptY4Ukxnj6JvQ7s6Jse3_Zw2Xv-_zEZU_C5goD46a8KDegCkYpXXH7c0cbo8Fv0k6D94s5KjRThNglimdQvMCVs48pS4sf1DIFo-fVMTVcexoIAok3GkRHAL0MXHKTHCwmno1EhYCssu1rC4LJRlFL8ZAHDPc2XjWpfq6OWmKfJrXqZUSluWz9BwOmMIyyOfcDnoFv3r7hB-UvEjDun5veL0Qm137G3PpxKbuiXHcPOCWiMvXpwYLq6DpFaPT-8VFQ1i-kfkw_9l

Yes. I hold same opinion too.

the recent results shows the business is growing, revenue and profit at new high. Not many company in Bursa produced such results. I'll hold tightly.

Why not you spot the uptrending one and share with us?

Waiting it to cross Rm1.00 in near future.

Epf sold shares at day end?

Cannot agree with you uncle. Learning and practicing shares investment is an art and interest of many young people. It needs a lot of patience, skills, research and study to groom a youngster to be a professional and skillful investor. As a knowledgeable young graduate, it's a great place to fully employ our knowledge. Moreover, we can make money from here without begging the boss/ seniors to appreciate our talent and hardworks.

Watch out the share price is down with low volume.

My personal view is a treacherous day trader keep on throwing in small quantity to lower the price to lure the less confidence investors to throw out their shares so that he can collect it cheap. The fundamental is definitely no problem. From the last QR, if the loss from capital market is excluded, the EPS for that quarter is around 10 sen. Many gov related stocks which we deemed as good shares in the past were plunged to historical low after GE14 and caused many investors/ fund managers lost money. This may be only one time exceptional case. So, i expect the QR for next quarter to perform well since the insurance business is enjoying continue growing.

Takaful is growing steadily in the past 8 years with excellent track record. High ROE, high DY, low capex, good operating cashflow generated, PE is only 13x. The demand of its products is increasing from year to year.

The staff cost incurred as opex is minimal to its overall profits. Takaful is able to absorb the cost.

Hi bachalet, you're right! KPS moved up 8.8%!

Mega projects may be dropped in worst case but other projects will begin immediately for Gamuda.

https://www.thestar.com.my/news/nation/2018/05/14/undersea-tunnel-may-be-tollfree-projects-funding-may-change-with-new-govt/

I believe the review of infrastructure projects by new government will have least impact to Gamuda compare to other construction stocks.

Gamuda has previously announced she's not interested to participate in ECRL sub-contract due to poor profit margin. So, cancellation of ECRL will not have impact on Gamuda.

MRT3 has yet been announced and if it's most likely to be deferred and not on go, it will not have any financial impact on Gamuda.

For KL-SG HSR, I assume best scenario to be adopted by the new government is the revision of the target completion date or to be postponed further but not cancel for not burden the new government at this moment and so that they can have more time to restructure Malaysia debt. No cancellation means the government doesn't need to compensate the lost to the involved parties.

Lastly, the long awaiting project --> Penang Transport Master Plan (PTMP) will get the approval to proceed immediately which is least possible under BN government.

===============
Profit assumption
===============

1. ECRL/ MRT3 has not been accepted/appointed to Gamuda, so no impact to Gamuda if it's cancelled.

2. KL-SG HSR
PDP fee earned from civil works for Gamuda portion = 6% x 50% x RM23bil = RMRM690m for 7 years (Profit before tax = RM98.6m/ year)

3. Penang Transport Master Plan (PTMP)
PDP fee earned from civil works for Gamuda portion = 6% x 60% x RM30bil = RM1.08bil for 11 years (Profit before tax RM98.1m/ year)

In conclusion, assume the drop off KL-SG HSR, the loss of RM98.6m will be compensated by gain from PTMP of RM98.1m. So, the impact on Gamuda is minimal by my 2 cents.

Reference:
https://www.thestar.com.my/business/business-news/2018/04/07/ytl-corp-pulls-off-surprise/
http://www.theedgemarkets.com/article/cost-penang-transport-master-plan-balloon-rm46b-says-project-delivery-partner
http://www.theedgemarkets.com/article/penang-dap-chairman-chow-confirmed-cm-0

Maybe not die yet for gamuda. It owns stake 60% in the consortium who being appointed as project delivery partner for the Penang Transport Master Plan. One of the manifesto of Penang Pakatan Harapan for GE14 is to continue this project. The contract value is Rm33.6bil to be finished in 2030. All the necessary works has been done and ready to obtain financing from China for the project. They are waiting for the push button from federal government before commencement. Previously was difficult to get approval from ex-government.

https://www.thestar.com.my/news/nation/2018/04/25/pakatan-penang-manifesto-calls-for-state-opposition-leader-to-be-pac-chairman/

If u type ECRL in jobstreet search, 2 will be found. One project manager, another is construction manager. CCCC is hiring too.

No...next financial report is before end of nx month.

This is only my personal opinion on current performance of its warrant. I'm also holding Gamuda-we for more than 8 months but not seeing it to move up significantly despite KLCI has moved from 1630 to 1775. The latest EPS has only increased a little from last quarter 6.70 to 6.86 but I'm still keeping because I can see a good prospect of Gamuda in mid to long term and hopefully its ramping up of work from MRT2 and its recent aggressive selling in property can boost its earning in the coming quarters but definitely need a lot of patients.

Gamuda-we is underperform the market. The investors are not willing to pay for premium to buy warrant because the mother share is approaching the average target price unless the target price is lifted higher by most analysts if the company can show a significant grow in EPS

But the premium mustn't be 10% as expected, it may also stay around 4-5% even though mother's price is Rm5.90

Well said, ahcheng12. I give you a like.

Ya...He said got bonus issue. Now only wind came only.

Amituofo...already sold all before chinese new year...Buddha saved me...

Didn't break. Hard to break because lot of selling lots in queue. Have to wait for nx quarter results to see if there's any significant increase in profit.

Then shall wait and see lo. Price is going uptrend recently and public bank has increased its margin value from Rm3.50 to Rm4 per share last month, there must be some good news ahead.

tguan888 said got bonus issue. Is he lying?

It's true that if we want to be successful in share investment, we must learn from him. Of course not only him, it's all successful investors in the world. His success is not without reasons. If he's what you meant, he won't be what he's today.

What's wrong with Mr. Koon writes and posts his articles? Everyone has the right to do what they want. He was forced to say stop writing articles and later on have to keep promise on this which is not a blogger expects. Why not leave a peace for him? He enjoys writing and his readers enjoy reading. He doesn't wrong at writing and posting it.

Hi Mr. Tan,

I'd like to join and my picks are as follows:

GAMUDA-WE 30%
TGUAN 30%
TUNEPRO 15%
CANONE 15%
PTARAS 10%

Thank you.

I hope uncle Koon staying happy everyday and write more good articles to share with us. Don't take serious on those the senseless commentaries as it's very easy for anyone to drop an irresponsible comment over the internet because no one will know who are them.

India IPP will continue to report losses until it starts to sell power to cover its interest expenses. RKM Powergen has large borrowings due to funding for this power plant project. They capitalized the interest expenses as non-current asset previously but since COD of its power plant, the daily interest charged by the bank must be recognized as expenses but however the electricity selling hasn't come in yet and thus caused RKM to report big losses every quarter. Mudajaya has now left the construction as its core to survive.

A good news to bag a big construction project but also a bad news in another side which the joint venture business relationship with Thriven Global for Lumi Tropicana of GDV RM700mil has been terminated. Means Mudajaya unable to enjoy the benefits of the development but get 56 units apartment for the return only.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5280801
02/12/2016 20:22

Financial of SPLASH:-

===================
For FYE 31 March 2015
===================

Non-current assets : 5,189,619,000
Current Assets : 388,310,000
Non-current Liabilities : 1,715,923,000
Current Liabilities : 1,130,274,000
Share Capital : 172,300,000
Reserves : 2,559,432,000
Minority Interest : 0

Revenue : 433,697,000
PBT : 331,103,000
PAT : 246,354,000

http://www.thestar.com.my/business/business-news/2016/11/01/construction-sector-grows-despite-lean-times/

Maybe Gamuda will not rise until it shows the fact of increasing profit in the book like what Mr. Koon always says a company must show better profit this year than last year. This is the catalyst for a share price to move up.

Thanks Mr. Koon for his recommendation ^_^

Life is so short and limited for everyone, why not spending our time wisely to learn the investment lessons from the masters rather than destroyed criticize to other people? By adopting the proven success golden rule from Mr. Koon, if we feel CSCSTEL can move up further, then we buy; if we dare not to chase high due to worrying of price correction, then just stay out.

I also support Mr.Koon to continue writing investment articles. He is a successful businessman and investor. His sharing is precious and a gift to all of us.