Followers
0
Following
1
Blog Posts
0
Threads
698
Blogs
Threads
Portfolio
Follower
Following
2017-11-20 22:05 | Report Abuse
Agreed tomyam gong, grab as much as you can.
Time will tell. Dark horse year 2018
2017-11-15 20:28 | Report Abuse
Buy and keep , sleep well. See on next year.
2017-11-12 15:31 | Report Abuse
Won't have election on dec lol.
2017-11-12 15:30 | Report Abuse
Sheep, i think you no suitable to hold salcon. Leave it faster. No foresee .
2017-11-10 20:41 | Report Abuse
Salcon hold a lot of contract on hand. So Splash deal on or not also cant effect salcon profit.
Time will tell.
2017-11-08 21:18 | Report Abuse
Bright future, drop only not die.
2017-11-07 22:31 | Report Abuse
Hold tight, i am confident with the tis mth q. Hope no disappointed us.
2017-11-06 20:47 | Report Abuse
Funny, kyy only holding jaks not salcon. So nothing to worry. Dark horse 2018
2017-11-06 15:08 | Report Abuse
Break 0.5 no problem at all. Hold tight till next yr q. Dark horse 2018, believe or not?
2017-11-04 23:17 | Report Abuse
Recover soon, just patience wait another q.
2017-11-03 22:22 | Report Abuse
Bluechip, hidden gem then sell? What you mean
2017-10-31 22:42 | Report Abuse
(吉隆坡31日讯)财政预算案尘埃落定,庞大的发展支出预料将带动建筑领域活络,当中备受看好的建筑4大领域为公共交通、道路、公共房屋及水务基建。
公交道路公屋水务基建受惠
联昌研究表示,预算案发展开销为2100亿令吉,当中73%用于铁路与公共交通发展,包括东海岸铁道和高铁,19%用于乡区基建、私人贷款及教育开销,余下则用于道路、公共房屋及水务基建开销。
联昌说,按2018年计算,主要公共交通基建工程预期耗时5至8年左右,包括总值550亿令吉的东海岸铁路计划(ERL)、造价约500亿至600亿令吉的隆新高铁计划、400亿令吉的捷运三线、90亿令吉金马士至新山双轨火车、320亿令吉的轻快铁三线,部份合约已颁发,并在明年动工。
建筑领域“加码”
联昌认为,庞大的开销将利惠建筑业,给于“加码”的评级,领域最大风险是工程延宕和融资问题。
众多工程中,公共交通/铁道合约预料会从2018年开始耗时5至8年时间,这包括总值550亿令吉的东海岸铁路计划、总值500至600亿令吉的隆新高铁计划、总值400亿令吉的捷运3线,以及总值90亿令吉的金马士新山双轨电车道计划,虽然这计划并不在预算案重点内。
联昌认为,东海岸铁路为最优先考虑的工程,其他铁路工程预期在第14届的大选催化剂下,逐步亮相。
总值320亿令吉的捷运2线和90亿令吉的轻快铁3计划的大部份合约已经颁发,工程料明年开动。
建筑业的好消息是,捷运3线预期在2025年竣工,比原定计划提前2年,工程长达40公里,每公里成本价为10亿令吉。联昌料内阁在2018年中放行相关计划。这计划融资机制尚不详。
针对房屋计划方面,联昌对比2017年预算案,2018年预算案的房屋计划拨款开销高出8倍至35亿令吉,而水务与电力基建开销则要多出60%至31亿令吉。非收费路段建造的开销则走高81%至24亿令吉。
另外,作价总值20亿令吉的泛婆大道,其中11项工程位于砂拉越,沙巴则为5项。
在看好建筑业下,联昌把金务大(GAMUDA,5398,主板建筑组)列为建筑大资本股的首选。
怡保工程(IJM,3336,主板建筑组)会是获得铁路工程的赢家;富达(PRTASCO,5070,主板建筑组)可能是公共房屋合约的受惠者;水务基建方面的拨款增加,让从事水务业的实康(SALCON,8567,主板贸服组)展望正面。
2017-10-30 21:20 | Report Abuse
Good news.
Anybody follow up res 28 project, complete selling?
2017-10-28 11:14 | Report Abuse
Tourism sector , alitrip think will be benefit also
2017-10-27 21:05 | Report Abuse
Budget:
Providing Quality Infrastructure for the Rakyat
Development of communication infrastructure: (RM1b)
Electricity and clean water supply to rural areas: (RM672m)
Clean water supply to Sabah and Sarawak: (RM420m)
Revitalise Tourism Industry
Visit Malaysia Year 2020;
SME Tourism Fund with interest subsidy of 2%: (RM2b)
Tourism Infrastructure Development Fund: (RM1b)
Tourism promotion and development programme: (RM500m)
Expand eVisa Regional Hub;
Tax incentive for investment in new 4-star and 5-star hotels extended for 2 years; Tax incentive for tour operating compamies extended to 31 dec 2020
Above budget can bring benefit for salcon? Let's do analysis together and discuss.
2017-10-22 21:02 | Report Abuse
china market will booming soon especially in semiconductor packaging sector :,)
2017-10-22 19:02 | Report Abuse
Good news for alitrip.
http://www.orientaldaily.com.my/s/217308
2017-10-20 20:49 | Report Abuse
Me too:) will support one tin on tomorrow
2017-10-19 20:59 | Report Abuse
I will come back on dec, good luck all:)
2017-10-07 23:42 | Report Abuse
Negotiations have been going on for more than eight years between the Selangor government, the federal government and Syarikat Pengeluar Air Selangor Sdn Bhd (Splash). Really suspect capabilities of pkr.
2017-10-07 13:46 | Report Abuse
I guess will delay till next year after may.
2017-10-07 11:52 | Report Abuse
Countdown another 2 weeks
2017-10-05 18:30 | Report Abuse
Really no idea what government selangor thinking. Keep delay for what?
2017-10-04 20:50 | Report Abuse
Don't too confident, cenbond one of example for your all.
2017-09-25 15:15 | Report Abuse
Why mb selangor until now no talk anything about spalsh
Stock: [SALCON]: SALCON BHD
2017-11-22 20:30 | Report Abuse
I can confirmed next q superb :,)