chongway, how they get the 81m for 2015, first quarter only about 10m, possible ke?

gift, it seems warrant is not my 'choy'.

icon, what do you think?

my only worry is this old man, like to sleep, after moving some distance it will sleep until next quarter result.

gift, base on your calculation, I find it difficult to resist the temptation. I break rule join you, play-play.

abang nordi,
having sifu cold-eye join us in the same boat, we are rest assured, our bet on gadang is right. only disappointment is that I have not bought enough. the bullet reserved for the 120 still not used. I scare of keeping cash, I know very well I have very low tolerance for temptation. that's why I said I am not scare of the bear because I have put all the money in the right counters , at least I think it is right. now I feel more confident because sifu cold-eye also choose the same counter

what going to happen tomorrow, nobody knows, but we must know very well we are doing the best for ourselves.

86% earning growth. not play-play. let's do a simple calculation, RM1.55 x 186% = RM2.88.
so abang nordi, how many million you will make? hahaha.....

tletrading, thank you very much. your sharing makes every one here feel very hopeful. let's pray Apex's forecast is right.

kl foong,
thank. he invested with borrowed money. that means gadang is a good buy. I think his cost is around 1.70

I think he is also played out by the so called insiders lah

gift,
where do you get the information cold-eye bought 1500000 shares of gadang, I try to check at the cimb website for fong siling share holding, but it doesn't show . mind to share your link

number of shares has increased 10%, but EPS still can maintain 4.4. not bad. business is improving. got money add, no money keep, if hutang then reduce at profit to clear your hutang because this young man after moving a distance must sleep for a while.

I think, most probably the directors want to keep us in suspense.
last night in the dream I see EPS for the first quarter is 4.9 sen. hopefully it would score higher or at least around this range.

What's the problem with lbs? Aren't you enjoying the high dividend

AmResearch upgrades Sarawak Cable to Buy
Thursday, 23 October 2014

KUALA LUMPUR: AmResearch has upgraded Sarawak Cable Bhd (SCable) to Buy from Hold with a higher SOP-based fair value of RM1.70/share, which implies a PE of nine times FY15F EPS.
In a note on Thursday, the research house said it has computed SCable’s proposed acquisitions of 100% stakes in Universal Cable (M) Bhd (UCMB) and Leader Cable Industry Bhd (LCIB), as well as contributions from the Balingian job into its model.

"These resulted in earnings accretion of 51% each for FY15F and FY16F," it said.

It added that SCable announced that it had entered into an SPA for the acquisitions of the two companies from HNG Capital Sdn Bhd for RM210mil.
It will be satisfied via cash of RM110.3mil (including RM2.1mil in deposit paid earlier), assumption of liabilities amounting to RM49.6mil, as well as issuance of 37.6mil new shares worth RM50.1mil (at RM1.33/share).

"We view the acquisitions positively as it will fortify the group as a leading integrated power cable supplier in Malaysia with an estimated 50% market share.

"Recall that HNG Capital will guarantee a total PBT of RM21mil at the companies for FY14F ending Dec. As such, we deem the acquisitions to be fair at 13x PE (assuming a tax rate of 25%).

Also, SCable is acquiring the two companies at a 33.5% discount to the aggregated net assets of RM316mil as at end-Dec 2013," it said.

While the companies’ PBT margins are low at 0.5%-2%, management plans to improve it via cost improvement strategies.

"We also understand that the two companies have an outstanding order book of RM698mil (with RM200mil for the existing LRT job) that would last two years," it said.

Looking ahead, Scable is in good position to secure more jobs due to TNB’s cable replacement plans, as well as the cable supply for the upcoming RM9bil Bandar Utama-Klang LRT 3 project and Rapid.

Notably, UCMB is the sole manufacturer of 275kV cables in Malaysia, which will cater to growing domestic demand.

Tags: Analyst Reports

本地机构vs未知势力??????????莫明其妙

it is better be trapped in gadang than to be trapped in FD. nothing to do with icon888 write up, in fact we are grateful for his sincere sharing.
bothers and sisters, get ready your bullets, WCS prediction may be true

Basis at arriving at the Purchase Consideration

The Purchase Consideration was arrived at on a willing buyer-willing seller basis after taking into consideration the following:-
(i) The assets backing of the Target Companies
The Purchase Consideration is at a 33.5% discount to the aggregate audited net assets of the Target Companies as at 31 December 2013 of RM316.01 million.
(ii) The Profit Guarantee by HNG
HNG guarantees that the aggregate profit before taxation (“PBT”) of the Target Companies for the financial year ending 31 December 2014 shall be not less than RM21,000,000 (“Profit Guarantee”). The Purchase Consideration is at a Price-earnings multiple ("PER") of ten (10) times on the Profit Guarantee.
(iii) The financial and operational track records of the Target Companies.

2.6 Basis at arriving at and justification of the Issue Price

As part payment for the settlement of the Purchase Consideration, SCB will issue 37,600,000 new SCB Shares, representing 11.86% of its enlarged issued and paid-up share capital upon completion of the Proposed Acquisitions, to conserve the cashflow of SCB and its subsidiaries (collectively "SCB Group" or the "Group") as well as to minimise the quantum of borrowings required to finance the Proposed Acquisitions.
The Issue Price of RM1.3318 is based on the five (5) days volume weighted average market price ("VWAMP") of SCB Shares up to and including 17 October 2014, being the market day immediately preceding the signing of the SPA.

In arriving at the Issue Price, the Board had taken into consideration the following and deemed the Issue Price to be fair and reasonable:-

(i) The Issue Price represents a Trailing PER of 161.9 times based on the cumulative PAT of SCB Group for the latest four (4) financial quarters up to 30 June 2014 of RM0.82 million, which is higher than the range of the Trailing PER of the Comparable Companies (as set out in Section 2.5 of this announcement) of 8.65 times to 16.96 times; and

(ii) The Issue Price represents a PBR of 1.6 times based on the audited NA per Share of SCB Group of RM0.81 as at 31 December 2013, which is within the range of PBR of the Comparable Companies (as set out in Section 2.5 of this announcement) of between 0.51 times to 1.95 times.

abang nordi, make sure you come back when I start fire, otherwise you may miss the boat. hahaha.......

don't worry lah , they push down , then they must push up, they also want to make money maa... now the yoyo kaki also clearing position.
if you don't intend to buy, then go tanam sayur, don't see the price. I already loaded my bullets, can fire anytime, now waiting for the amoy to come. hahaha......

capital city is a source of recurring income , next year plantation starts contributing profit, billion construction projects rolling out, financial ratio is the best in the construction sector, if you still ask me can buy or not? then you better put your money in FD.
FORTUNE IS FOR THOSE WHO DESERVED.

Capital City 探索环球
热盘亮点 产业周刊 2014-09-26 13:
柔佛是我国南方的门户，国际旅客和投资者的宠儿。发展商在新山的项目，无不绞尽脑汁，打造国际大都会的气息。
而立足在柔州依斯干达特区的Capital City，就以“探索环球”为主题，打造模拟世界着名景点，为购物者带来不同购物体验。
依斯干达特区发展计划自2006年推介以来，现在已成全马成长最快的经济走廊之一，且吸引了许多国际资金的投资。
而且近一年多来，不仅发展气势如虹，还吸引了中资发展商，简直就是海内外发展商眼中兵家必争之地。
在乐观的产业发展前景支撑下，由惠胜（Hatten Group）、Sunbuild发展及嘉登（GADANG，9261，主板建筑股）联合推介了Capital City综合发展计划。
Capital City以“探索环球”为主题，将复制世界各地闻名的标志性建筑，融汇全球着名的景点和文化，为消费者带来更丰富的生活体验。
项目销售资料显示，Capital City位于依区旗舰A区内，占地14英亩。
< b>3主要发展元素
整个发展计划共有3主要发展元素，包括2家酒店即国际酒店（International Hotel）和惠胜酒店（HattenHotel）；3栋小型家庭办公室（SOHO）大楼分别是Capital Geo、Capital Neo和Capital Reo；1座崭新零售商场21世界广场（Capital Hello Capital21）。
21世界广场已于去年底率先推介，建筑活动预计将于2018年完工。
这个商场拥有永久地契，零售商铺建筑面积介于120平方尺至5万平方尺，售价从38万令吉起。位于新山市中心淡杯路上，不仅交通便捷，也四通八达和各个旅游热点衔接。而且完善的交通网络接通各个主要道路，可轻松抵达任何地点。
商场将使用现代新颖风格的建筑设计理念，而且会在商场内复制一些着名的标志性建筑，如威尼斯运河、香港购物街、非洲野生动物园主题饮食中心等。
这些设计，就是想要给消费者在栩栩如生的环游世界购物体验，可在一瞬间周游列国。
设创意市集及电影院
除了零售空间和餐饮区，21世界广场还有创意市集、世界博物馆及电影院。博物馆暂定为“世界之窗”，将以现代化的设备，展出世界各地的历史进程与演化。
Capital City资料显示，即将推介的3栋小型家庭办公室大楼共有700个单位。且有三重保安系统和高速宽频便利。
旨在激发创意动力，办公居住相宜，CapitalSOHO单位为追求高素质生活的购屋者而设，把创意工作室与摩登起居室合二为一，完美诠释现代生活体验。
2栋酒店大楼的计划是发展950间客房，以为日益增加的旅客提供另一个城市憩息处。
聚集3主要发展商
Capital City可说聚集了3个主要产业发展商。
惠胜集团成立于2008，近年来屡获国际殊荣。同时，不断扩展与积极提升集团品牌如酒店管理，零售业和豪华公寓。
最着名的发展计划包括马六甲的英雄广场、惠腾酒店（Hatten Hotel）及惠胜广场（Hatten Square）。
根据Capital City网站，Sunbuild发展则从事建筑、旅游、家庭式娱乐及房地产发展的公司。
在马交所上市的嘉登主要业务包括工程与建筑。除了土木工程和一般的建筑工程，也涉及商务产业、工业产业及住宅产业建筑。
同时，嘉登也有产业投资和发展业务，及公用事业建筑与维修等。

ya.... tomorrow Deepavali.

now we can only rely on the better quarter result for another upward swing. more than 5 sen is not impossible though not very likely. pray for the best.
I am not so worry of the current movement. today last day for the T+3 but they still can hold till tomorrow . then the picture would be clearer. I already standby bullets to fire

any news about the acquisition? please share.

so chongway, then is it good or bad?

so abang nordi, don't sell all your gadang, otherwise you got no voting right, then you can't put a LGE type of director inside. hahaha.....

anxious to see quarter result. if more than 5 sen, then my peper gain is more than your yoyo, hahaha....... next year plantation profit coming in. my new planted oil palm same age with gadang, if I got profit , gadang's no profit, then you all may consider to vote me into the board, jaga the plantation only. hahaha.....

hahaha....then I can accumulate more and buy 1 mercedes for myself, 1 bmw for my wife, all by cash no hp hahaha........ but , but ,but , SECOND HAND ONE, do not tell my wife

hahaha... then I can accumulate more and 2016 buy mercedes + 1 bmw for my wife. buy cash not hp. gadang boleh!!!

abang nordi,
cantik, about 10000 masuk pocket but I dare not , takut nanti got addicted to yoyo

Abang nordi, for gadang , next year the plantation sector will start contributing profit. How about AZ?

Abang nordi, plantation at indo a lot of uncertainties. Is it ok?

thank abang nordi, I had learnt

do not recommend your clients to open margin account, if not at least you must strongly advise them to settle margin as you did when you sense the market sentiment is turning bad. if you have done the best for your clients , why blame yourself and feel bad

abang nordi, yoyo I have no skill, have to depend on your chart.

good I feel rich, bad I feel less rich. this feeling will keep on happening if you everyday predicting this predicting that. most important gadang makes money, then we make money, we should be more anxious to know the quarter result than tomorrow up or down. may be you guys enjoy the panic panic type of feeling.

Anyhow I want to give you many thumb up for you hard work and sharing.TQ

it seems correct and it also seems not so correct, 5 years same portfolio.
I like dividend but if you do not evaluate your portfolio annually then it seem not so correct. so continue invested into the company that has the cash to pay you dividend. some financial knowledge is a must.

end of this month, if eps >5. then another 20 sen not a problem.

abang nordi, azrb fundamental not so good wo..

I can go tanam sayur liao. bye-bye hahaha......

still go big harvest maa........ small yoyo is for fun

goflykite, happy to see you are so excited. hahaha.....

hope your yoyo sell at good price , do not sell to us

what the hell ? dead quiet one.......

abang nordi, today good to buy or hold on first?

probaby, don't sing different song lah, very irritating you know, everybody has their own way of trading, most important WIN