Karlos

Karlos | Joined since 2018-07-13

Investing Experience Not Disclosed
Risk Profile Moderate

Followers

1

Following

0

Blog Posts

0

Threads

1,284

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,284
Past 30 days
5
Past 7 days
0
Today
0

User Comments
Stock

2020-12-06 09:07 | Report Abuse

No need to wait for something to happen. Just understand Pestech business and evaluate carefully the current intrinsic value plus the likely future growth.

Stock

2020-12-04 15:49 | Report Abuse

Some of us know very well that Air Asia will not only survive but thrive well post pandemic.

Stock

2020-12-04 10:11 | Report Abuse

Some thing must definitely be brewing for such sudden interest in Benalec!

Stock

2020-12-04 07:42 | Report Abuse

Ranhill will make profit from improving the operation of IWK through it experience and expertise. In addition Ranhill will reap the benefit from the economy of scale.
Based on its existing business without IWK, the company is fairly undervalued. IWK will be an excellent bonus though.

Stock

2020-12-03 08:21 | Report Abuse

Don't worry as the company at current prices is still undervalued as some investors may misunderstand its business. Directors/major shareholders had been buying at prices above RM 1.00 in much earlier time this year even in the deep of the pandemic.

Stock

2020-12-03 07:20 | Report Abuse

Sad state of affairs for YTL Power that own and operate the so called 4G telecommunication network!

Stock

2020-12-03 07:17 | Report Abuse

Yes got issue not only with voting but also unable to follow the meeting fully as the streaming was only functioning parts of the time. Tricor failed to carry out the job properly as it should.

Stock

2020-12-02 23:15 | Report Abuse

Lyc in a good biz with a growing demand. The company is turning around from it original biz in IT by going into healthcare and growing its biz steadily via both organically and strategic acquisitions and its future seems bright.

Stock

2020-12-02 22:59 | Report Abuse

Ranhill is the most logical company to take over the running of Indah Water from the government as it has proven track records of operating and managing water supplies and waste water both locally and overseas.
Any how, water supply and sewage should, in the first place, be managed in an integrated way, not separately to be effective and efficient.

Stock

2020-12-02 11:44 | Report Abuse

This stock is currently undervalued. There is nothing to worry about the heavy borrowings as the company investing in capital intensive projects that will bring steady long term profits and cash flow.

Stock

2020-12-02 08:57 | Report Abuse

In investing we look to the future, at least 6 months or more. The past and the present can only be used as a guide at best. We all know that there will still the need to use airlines for traveling and therefore there will be airlines that exist to cater for this need in the coming future.
Once sky is open to flying, there will certainly be huge pent up demand for air line travels especially for leisure and tourism, non business sector, as many businesses can still be conducted on line.
Hence the low cost carriers will first and the most to benefit from soon opening of the sky.
Air Asia being the best if not one of the best low cost carriers will very likely to survive compared to the others. Those airlines that manage to survive will reap huge benefit.

Stock

2020-12-01 11:51 | Report Abuse

Yes G Capital is a substantial shareholder of Yi Lai

Stock

2020-12-01 10:32 | Report Abuse

I am glad now people are beginning to understand the biz of Cypark and the value of its' shares

Stock

2020-11-27 15:52 | Report Abuse

One more thing. The debts for such concession projects are normally non recourse and ring fenced around the projects so no exposure to risk on the debts to Cypark holding co.

Stock

2020-11-27 15:47 | Report Abuse

Some people questioned about the lack of cash in despite the good profits. This is a fair worry in normal company operation but in the case of Cypark many of its projects falled under service concession agreement with the government. The accounting treatments for such projects may show profits even during the construction phase before project completion. So such projects may show accounting profits but may not show cash comping in. But nothing to worry. Lots of cash will come in later during operation.

Stock

2020-11-26 16:04 | Report Abuse

Perhaps not many are aware that G Capital has a large portfolio of hydro power projects both completed and under development. Recently G Capital have an MOU to expand its hydro interest to buy a number of hydro project interests in Perak and Pahang totaling 56 MW, both completed and underdevelopment.

Stock

2020-11-26 15:32 | Report Abuse

The Ministry of Defence (MKN) recently announced that they are planning to reimplement the National Service Training Program (PLKN).
Gunung Capital was the provider of buses used for the program before it was terminated, Some of the buses are now being used for a school bus transportation service to armed forces camps under a contract worth more than RM 44 m.
If PLKN is revived, Gunung will definitely benefit !

Stock

2020-11-25 12:38 | Report Abuse

You have to wait for a very long time, that if you are lucky, to sapu below 50 sen !

Stock

2020-11-23 11:16 | Report Abuse

It is true that MudaJaya owns solar farms in Malaysia but very unfortunately the big coal power plant in India is killing the company.

Stock

2020-11-23 08:37 | Report Abuse

Some people do look forward to joys of schadenfreude ! Cant avoid it as there are always sadistic people who find joys in others' misfortune.

Stock

2020-11-20 21:02 | Report Abuse

The previous extremely low prices were due to sell down by major shareholders and directors and reissue of ESOS at unreasonably low price of 59.5 sen only. The fundamental biz of Cypark is ok and in the right growing sector of environment and green energy.

Stock

2020-11-20 20:19 | Report Abuse

Cypark biz requires heavy capital investments for projects with robust contracted incomes for up to 21 years. So high gearing is very normal for such biz. An IPP projects for example will have a high gearing of 80/20 to 75/25. Since the incomes from such projects with long term contracted off takes are robust, the risk of failure is rather minimum. Therefore the issue of financing such projects is not a problem at all.
Cypark had recently issued a green sukuk to finance their projects in additions to it's normal bank borrowings. With the current lower interest rates on borrowings, companies with large borrowings for financing viable and profitable projects will in addition benefit greatly from lower cost of financing.

Stock

2020-11-20 16:38 | Report Abuse

As the prices move up you should buy and sell higher on momentum.

Stock

2020-11-20 15:56 | Report Abuse

Those who buy knew the answer why they buy. You have to do some thinking yourselves

Stock

2020-11-20 15:47 | Report Abuse

No worry, just take a close look at current intrinsic value and future growth and value as well !

Stock

2020-11-20 15:26 | Report Abuse

Still a long way up to reach Cypark intrinsic value !

Stock

2020-11-19 16:03 | Report Abuse

Go for the warrants for higher gains !

Stock

2020-11-18 11:16 | Report Abuse

Fully agree with rr88. Those who believe on what he said should stay away so as not to distract the others who believe otherwise.

Stock

2020-11-18 11:08 | Report Abuse

Yes the online biz that leverages on the brand and huge data base that Air Asia has will certainly bring a bright and interesting future. A Big Bonus to Air Asia.

Stock

2020-11-18 11:04 | Report Abuse

And don't forget not to confuse or conflate uncertainty with risk !

Stock

2020-11-18 10:54 | Report Abuse

Nothing to worry Air Asia will have a bright future. There will be less competitors around and huge pent up demand to travel. Low cost carriers such as Air Asia will flourish. Premium airlines that cater to business travels however will not fully recover post pandemic as some businesses can still be conducted on line but not tourism or leisure travels.The only uncertainty is when. How far in the future. Remember when investing we look forward to the future at least 6 months or more, not the past.

Stock

2020-11-17 15:48 | Report Abuse

Directors have been buying in the last few months.

Stock

2020-11-17 15:26 | Report Abuse

Go for the warrants which have high leverage and still have a long life before expiry for higher gains.

Stock

2020-11-17 09:31 | Report Abuse

Those who want to buy companies currently making good profit should go for glove counters.

Stock

2020-11-17 09:28 | Report Abuse

Market looks at the future at at least 6 months or more ahead !

Stock

2020-11-16 16:36 | Report Abuse

Now everybody can borrow, fly and eat !!! Shareholders can make money again.

Stock

2020-11-16 16:16 | Report Abuse

Still much undervalued at the current prices. My rough guess the intrinsic value should be in the region of RM 1.50

Stock

2020-11-16 11:41 | Report Abuse

CGS having problem not only today but many times already.

Stock

2020-11-16 10:14 | Report Abuse

In the longer term, Air Asia will do well but it may take longer to recover as the situation with covid 19 is getting from bad to worse in almost all countries with the total cases reaching almost 55 millions now and growing. US alone has more than 11 millions now.

Stock

2020-11-12 08:43 | Report Abuse

Maxim will benefit from the current depressed property market as it is cash rich from disposal of the IPP Project in Pulau Indah. It will not only survive but thrive as it has the financial strength and management experience to acquire and later develop cheap good assets.

Stock

2020-11-11 15:23 | Report Abuse

The existing biz which were there already before change of major shareholders are hydro power development and transportation. The new biz are provision of healthcare services via LYC and IT solution via Yi Lai and soon banking in Cambodia.

Stock

2020-11-11 15:17 | Report Abuse

If GCapital is going into glove biz which is so yesterday, the share would have gone down limit down!

Stock

2020-11-11 10:27 | Report Abuse

The only action one needs to do is to buy up the shares whenever available as the informed buyers are getting more aggressive now. They have been slowly accumulating the shares for some time.

Stock

2020-11-10 10:26 | Report Abuse

Pfizer/BioNTech news that their vaccines found to be 90% effective in protecting against Covid -19, vastly exceeding regulatory criteria, has propelled stocks especially the airlines.
British Airways owner IAG has gone up more than 40%!

Stock

2020-11-10 00:02 | Report Abuse

One of the core biz of Eden is hospitality and tourism. With the now successful news on vaccines, this stock will certainly do very well as most stocks related to hospitality and tourism have experience huge jump in prices in Europe and US.

Stock

2020-11-09 11:20 | Report Abuse

Sorry forget to mention that G Capital is investing in IT solution via Yi Lai.

Stock

2020-11-09 11:10 | Report Abuse

Sengtan, yes you got it right on! In addition to transportation and green energy hydro power developer, G Capital is diversifying into growth industry namely healthcare services and banking in Cambodia.

Stock

2020-11-02 11:19 | Report Abuse

Whichever airline that survive will thrive. And what more the price of oil, a major cost of operating an airline is sliding down and so is the interest rate too.

Stock

2020-10-30 09:40 | Report Abuse

5354_: Yes Director Razali Merican is smart. Probably he knows that he can always buy Jaks at cheaper prices later by selling Jaks cum Rights Issue.

Stock

2020-10-29 21:36 | Report Abuse

EPF had been disposing Cypark even earlier.