Followers
0
Following
0
Blog Posts
0
Threads
825
Blogs
Threads
Portfolio
Follower
Following
2016-03-18 13:42 | Report Abuse
haha... see... loser Rock is talking nonsense again...
2016-03-18 13:39 | Report Abuse
please look back at what Rocky was trying to do to insult me (before the awards of 2 big projects)... and it has now fully been validated that my views are right and this loser is just trying to pull down the share price...
rockycleft Please remove your lens cover ....hahaha
15/03/2016 09:03
rockycleft So many ifs.......hehehe
15/03/2016 15:35
rockycleft Mind sharing some tangible good news instead of dreams? Thx
16/03/2016 09:55
2016-03-18 13:35 | Report Abuse
contrakaki, if u trust me, this share will shoot up to at least RM3.00 in a month or so... and if u r more optimistic, RM4 is not impossible...
2016-03-18 13:33 | Report Abuse
i think Rocky is just too greedy.. he wanted to spread bad news about HSL (but we all see these are great news, great project wins)... haha... so that he can buy at cheaper price.. that is very low class to me..
2016-03-18 13:32 | Report Abuse
yes... let's enjoy our champagne johnson... Rocky was trying to pull down HSL shares as I bet he wanted to buy the shares at much lower price... but honestly speaking, even if you enter at current price, u will still make handsome profits down the road as this share is still very much undervalued...
2016-03-18 13:27 | Report Abuse
I guess Rocky is now hiding up behind the rocks... haha...
2016-03-18 13:27 | Report Abuse
Somemore, this RM1.7 billion is just for Phase 1 Pan Borneo... more will definitely come, just like the Kuching Waste water management project, after Phase 1, subsequent phases will likely be given to the same contractors (and HSL is always reputed for their quality and on-time completion)... so do you think HSL won;t win more Pan Borneo projects? and also SCORE projects... haha
2016-03-18 13:24 | Report Abuse
Rocky.. where are you? Please come out and tell us all these contracts are fake... See what I had told you all upfront??? just check back my comments.. i said it before the release of these 2 announcement.. did I lie or make any empty statements? NO.. these are all facts...
2016-03-18 13:23 | Report Abuse
just in case the loser Rocky would say this is fake.. haha...
2016-03-18 13:22 | Report Abuse
here is the Bursa link:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5033889
2016-03-18 13:22 | Report Abuse
haha... just like what I forecasted before... Pan Borner Highway contract worth more than RM1.7 Billion has been awarded to HSL!!! haha...
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5033889
2016-03-18 13:19 | Report Abuse
just that I think the analyst is too conservative with the TP of RM2.53... I would expect more.. let's see..
2016-03-18 13:18 | Report Abuse
The long awaited boost
News Wins wastewater contract. The consortium of HSL and
Kumpulan Nishimatsu has been awarded Package 2 of the
Kuching City Central Wastewater Management System
worth RM750m. HSL has a 75% stake in the consortium
which brings its stake in the job to RM563m.
Scope of works. The job scope entails construction of the
wastewater treatment plant, lines, connections, equipment,
related buildings and M&E works which is scheduled for
completion in 6 years. This is the single largest contract that
HSL has managed to secure in its history.
Comments Significant orderbook boost. With this contract in the bag,
HSL’s job wins amounts to RM621m YTD. This is a stark
improvement considering that it is only in 1Q vs RM250-
300m secured for the entire FY15. We estimate HSL’s
orderbook to stand at RM1.2bn, doubling from the RM600m
level in 4QFY15. Earnings visibility has certainly been
enhanced with its orderbook cover ratio at 2x on FY15
construction revenue.
Better margins than previous package. To recap, HSL
was awarded Package 1 (RM452m) of the same wastewater
project back in Oct 2008 which was completed last year. The
difference this time around is that HSL is now undertaking
the main contractor role as opposed to a subcontractor
previously. As such, we opine that margins for this recent
package are likely to be higher than the previous one.
Pan Borneo will be the next kicker. Another sizable job in
the pipeline is the Pan Borneo Highway (PBH) which saw its
1
st package awarded last week. HSL in a JV with Peninsular
based Bumiputera contractor DMIA are amongst the 16
contenders vying for the remaining 9 packages. We reckon
that HSL has an edge given its marine engineering expertise
which will come in handy whilst working on Sarawak’s
swampy terrain. Assuming it secures a PBH package worth
RM1.4bn (similar size to the recent one), this would add
RM980m to its orderbook (based on a 70% stake), boosting
it by another 80% to RM2.2bn.
Risks Risk of its weak orderbook replenishment has now abated
with this sizable contract win.
Forecasts We raise FY16 job wins target from RM500m to RM1.5bn.
This increases our FY16-17 earnings forecast by 8% and
18% respectively.
Rating Upgrade to BUY, TP: RM2.53
We have turned positive on HSL following its orderbook
surge. Its job flow prospects are also bright fuelled by the
impending Sarawak state elections. Upgrade to BUY.
Valuation Apart from our earnings upgrade, we also raise our P/E
target from 14x to 15x to reflect the positive sentiment on job
flows driven by the upcoming Sarawak state elections. Our
TP is raised from RM2.04 to RM2.53.
2016-03-18 13:18 | Report Abuse
oh ya.. as for HSL, i dun say it without a base, please see the latest analysis:
http://www.hlgs.hongleong.com.my/published/article/EvhiYCp1RhFN5zxkjIXp-Tzof9OEytA7UCqvpRM2juKGhz2xtz50GdbA4LBBPAMabHXFoZq6UUXN0GKmmUSCwOa_VhFzRrQ-lVUsARX5O2U1
2016-03-18 13:14 | Report Abuse
and we all know ur intention in the HSL post... that you are trying to pull the share price down so that you can enter at a much lower cost... we all see that, ok?
2016-03-18 13:13 | Report Abuse
and please stop talking like a loser here... investors are not stupid, they dun get misled or influenced by any of us here.. they will analyze.. right? that is why i am providing them facts... vol stag for now does not mean it will remain stag forever... unless u r pure speculator who always likes high vol shares... i am value-investor... ok?
2016-03-18 13:11 | Report Abuse
of course, I don't claim myself to be so "noble" by promoting these 2 shares to others without my own benefit... as I already said, I have collected enough of these shares with my capital and I do hope more ppl to discover them so that the price will go up...
2016-03-18 13:09 | Report Abuse
rocky... as I had already mentioned in the HSL post, I frankly told everyone that I had collected enough both HSL and Pansar shares... can't you understand simple English? I am promoting to others while this share is still undervalued and the price has not gone up yet... if i have more $$$, do you think I wont buy more of these 2 shares?? seems like ur interpretation skill or IQ level is extremely low to understand what i said in the HSL post.. i feel sad for u, really...
2016-03-18 12:27 | Report Abuse
and the way he talked also always sounds like a BN dumb, isn't it... haha...
2016-03-18 12:27 | Report Abuse
I bet the crazy rocky is a die-hard BN fans so he already knew this is gonna happen... he is pretending to de-value HSL so that the price will go down.. that is the time he will be able to collect HSL at much cheaper cost.. that is my guess... haha
2016-03-18 12:25 | Report Abuse
bro "quest"... i think it will easily shoot up to >RM3.00 in near term.. what if you are more optimistic, RM4 is not impossible.. just look at the fat meat from Pan Borneo Highway, SCORE projects, etc... election is coming so u guess BN dont wan to please Sarawakians?? haha
2016-03-17 15:44 | Report Abuse
bro darkmagician... welcome on board.. haha...
2016-03-17 15:07 | Report Abuse
i think rocky is the typical freak who likes to be trapped.. haha...
2016-03-17 15:05 | Report Abuse
haha... this rocky must be crazy collecting O&G shares... i tell u what... oil price will remain low at least for the next 5 years...
2016-03-17 13:25 | Report Abuse
guess what, the next counter to boom is PANSAR.. bro LTA, if you do a little bit of study.. u know PANSAR is one the biggest trading companies/suppliers for construction materials in Sarawak... haha... dun say I dun give u lubang.. buy now while the price has not gone up...
2016-03-17 13:24 | Report Abuse
and i guess our loser friend rockycleft will hide somewhere now after seeing all these project awards to HSL... haha...
2016-03-17 13:23 | Report Abuse
bro LTA, if u study carefully, not only PAN Borneo highway contracts, there are more coming from SCORE...
2016-03-17 13:23 | Report Abuse
if you guys scrolled back what I wrote even before the release of this announcement on Bursa website, you will know how much homework I had done with HSL... see my previous posts in Jan and Mar 14-16... I already foresee tonnes of contracts flowing in for HSL... (for sure)...
2016-03-17 13:20 | Report Abuse
LTA... i will posting the original (real) bursa announcement here just in case some loser like rockycleft might think we are creating the story here and trying to goreng a share that has no sound base... haha
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5032649
2016-03-17 12:55 | Report Abuse
rockycleft... i feel sad for you... we are talking about HSL and you switch topic to mflour... bcoz u have seen HSL surge up a lot these 2 days that you tried to divert others' attention? haha...
2016-03-17 11:05 | Report Abuse
haha... good... more value-investors have now realized the hidden potential of this share...
2016-03-16 10:31 | Report Abuse
HSL has moved today... i think Pansar will follow very soon...
2016-03-16 10:05 | Report Abuse
HSL has moved today... i think Pansar will follow very soon...
2016-03-16 10:03 | Report Abuse
honestly speaking i have collected enough of these 2 companies' shares and it is time to wait for them to ripe...
2016-03-16 10:02 | Report Abuse
today the price shot up to as high as RM2.11 from yesterday's closed RM1.98... and it will continue its uptrend climb when more ppl discover that HSL is one of the main beneficiaries of the incoming big big Sarawak projects.... another counter to look at is Pansar... as this company is one of the biggest construction materials trading companies in Sarawak...
2016-03-16 09:59 | Report Abuse
bro rocky... no point arguing here with you... just take a look at today's share price of HSL... ppl started to discover its great potential in winning Pan Borneo jobs and other construction jobs in Sarawak as the government is now mainly focusing on Sarawak... and we all know why BN is so scared to piss off Sarawakians... and the only way of pleasing them is to launch more developments... let's see...
2016-03-15 15:50 | Report Abuse
ExCFO, if u did notice, EVERGRN's biggest export is not to China... and with the RM continuing to be weak against USD, and based on its previous quarterly results, I don;t see a reason why it should trade at aroynd RM1.00. It should be trading at above RM1.70 in my opinion...
2016-03-15 15:45 | Report Abuse
it is always good to have if(s) as you will be amazed at its unlimited potential, haha... just like what Stephen Chow said, if one does not have a dream, he is no different from a salted fish...
2016-03-15 15:16 | Report Abuse
i typically love shares with good fundamentals that have low trading volumes.. that is a good time to collect when ppl have not discovered them...
2016-03-15 15:13 | Report Abuse
bro rockycleft, I am not wearing glasses, so how can i remove the lens cover? haha... if you do not agree with the fact that Sarawak projects are going to benefit these companies, that is fine... after all, we all own our accountability on the investment we do...
2016-03-14 14:45 | Report Abuse
it can easily go up to >RM4.00 when HSL announces more project wins this year (some of those are a sure thing).... the biggest meat is the Pan Borneo project and the Kuching water treatment project...
2016-03-14 14:43 | Report Abuse
Pan Borneo highway, flood mitigation project, water treatment project etcs... when focus is being put on Sarawak to win more votes for next election... I am already all in into HSL.. what say you??
2016-03-14 14:39 | Report Abuse
hi guys, if you notice that recently a lot of major construction projects (Pan Borneo highway, flood mitigation, sewage system, etc) are going on in Sarawak. And Pansar being one of the biggest players in the construction materials field will definitely benefit from there... the government is focusing highly on Sarawak as to win more votes for next election...
2016-03-03 09:29 | Report Abuse
I agree with thenameis... there are invisible sharks who are manipulating this share... with good quarterly results, the price keeps dropping... they are trying to push the share price down so that they can accumulate... if you sell now, these sharks will be laughing very loudly...
2016-03-01 13:53 | Report Abuse
so i would agree that sharks are purposely pulling the share price down so that they can collect at low price... the fundamental of this stock is still very good...
Stock: [HSL]: HOCK SENG LEE BHD
2016-03-24 12:01 | Report Abuse
we talk with facts, he talks with farts (nonsense)