Post removed.Why?

http://www.thestar.com.my/Business/Business-News/2015/07/06/GUH-bids-for-RM16bil-water-jobs/?style=biz

TA had finally start working on TA 3 & TA 4 project. their Vancouver trump tower also had chalked up sales of more than 80%.

xiaoxiao, do you mind to share how you discover nomad is a cash cow?

sweet keledek: it is possible for you summarize TA Q4 result in layman term? difficult to understand all these

villa1668 why did you said "This year first quarter earn back all the losses "?

why do plenitude board value its own share at 2.50 to be exchange with 2 nomad shares at 1.25 where its nta without revaluation is already 3++. this type of deal only make one suspect theis is another hanky-panky deal.
any comment is welcome

I do not think so. all the hotels in canada and australia were acquired when our ringgit was strong. for example the swissotel merchant court was acquired when S$ was at 2.45. even both hotels in Australia was acquired when the A$ was much lower than now.
I believe Tony Tiah had made a wise investments in S'pore , Australia and Canada. All these currencies had appreciated against RM.

For TA and TAGB investors, patience is the key.

WITH its strategy to secure more water treatment projects in the region this year and launch its maiden development project in Penang in 2015, GUH Holdings Bhd aims to raise its non-core business contribution to 40% and reduce the printed circuit board’s (PCB) contribution to 60% in five years.

The ratio is currently 25% for the non-core segment and 75% for the PCB business.

To achieve its objective, group managing director Datuk Kenneth H’ng (pic) says the group is now revamping its plan for the land in Simpang Ampat to triple the value of the gross development value (GDV) from RM238mil previously.

“According to the plan submitted, we had development plans for 19.6acre out of the 46.2acre.

“We are now looking at developing the remaining 20acre with commercial components and affordable housing projects to triple the value of the GDV. With the revision, the project may take about eight to 10 years to complete,” he says.

With the launch of GUH’s maiden property project in Penang next year, the group expects its property division to contribute over 20% to the group’s revenue in 2015 compared with 15% in 2013, according to H’ng.

The 46.2acre site was purchased from Million Crest Sdn Bhd by GUH Land Sdn Bhd (formerly Notable Empire Sdn Bhd), a wholly-owned subsidiary of GUH.

In Taman Bukit Kepayang in Seremban, GUH plans to launch some 192 units of landed properties worth RM210mil in GDV in the final quarter of 2014 until the first quarter of 2015.

“These are terraced, semi-detached houses and bungalows priced between RM479,000 and over RM1mil,” he says.

H’ng says the group is optimistic about the housing market in Seremban, as the properties there were 50% to 70% lower than those in the prime areas in the Klang Valley.

“The pricing is very attractive to those working in the Klang Valley but prefer to own a property in Seremban because of the attractive selling price,” H’ng adds.

On its water treatment business, H’ng says the group is now tendering for a job in the region in a built-operate-transfer job with a substantial value.

“We presently have about RM130mil worth of projects comprising water treatment and pumping stations being undertaken in Malacca, Sarawak, Penang, Perak, and Kuala Lumpur. We hope to know the tender result by the year end,” he adds.

GUH’s water contribution business currently generates 10% of its turnover.

On its PCB business, H’ng says the group’s PCB segment is targeting to achieve a 10% increase in sales from the RM210mil achieved last year.

“For the six months of 2014, we have achieved sales of RM115.6mil.

“We are in the process of delivering about RM114mil worth of PCB products in the second half of 2014,” he says.

H’ng says about 85% of the PCBs produced in Penang are for the audio and visual segment, while 87% of the PCBs manufactured in Suzhou are for the home appliance and electronic component industries.

“Suzhou generates 53% of the PCB’s revenue. This year, the PCB business would contribute more than 75% of the group’s revenue,” H’ng says.

Lucintel, the global management consulting and market research firm, reports that the global PCB industry is forecast to reach an estimated US$93.9bil in 2017 with a compounded annual growth rate of (CAGR) of 8.1% during 2012-2017.

“The industry is fragmented in terms of revenue. By regional growth rates, Asia Pacific is likely to be the leader of the industry over the next five years. Industry growth is anticipated to be driven by expanding demand for high-end products from consumers in India and China.

“Some PCB manufacturing companies are moving to the Asia Pacific region to leverage on the lower cost of production as this region has much lower labour costs than Europe and North America,” the report says.

According to H’ng, the group had cash of RM171mil as of 30 June 2014, which will be used for future investments mainly in the utilities business, property land bank and targeted PCB companies.

https://www.flickr.com/photos/116125405@N05/15220925940/

GUH: Land replanning will boost project GDV to RM650m
Publish date: Mon, 29 Sep 23:36
GEORGE TOWN: GUH Holdings Bhd expects the potential replanning of its 18.6ha land in Simpang Ampat, Penang, to generate a higher gross development value (GDV).

Group managing director Datuk Kenneth H'ng Bak Tee said the replanning was likely to generate a higher GDV of about RM650 million from RM238 million projected previously.

"The original plan was to launch a RM238 million project comprising 322 units of landed residential units. We are now looking at a higher value for the project with commercial, high-rise and affordable housing," he said.

H'ng said this after GUH's extraordinary general meeting to approve an aquisition by its wholly-owned unit, GUH Land Sdn Bhd, of a 99.46 per cent stake in Million Crest (M) Sdn Bhd, a firm holding the land, here, yesterday.

He said the project could take eight to 10 years to complete, adding that GUH expected its property division to contribute over 20 per cent to the group's revenue next year.

He said the group was confident of the proposed development due to its strategic location at the South Seberang Perai district and growing demand for affordable housing in mainland Penang. Bernama

i hope it keep on going down

stop buying for today. will resume buying if price go down to 3.00

buy 2 lots@3.10

buy 2 lots @3.15
queue 2 lots@3.12

david ng; i think the correct figure for plenitude landbank in sg petani is around 770 acres not 700 ha which is about 285 hectares

historically plenitude will announce final dividend in oct before agm

buy 2 lots@3.18

buy 2 lots@3.19

buy 5 lots @ 3.21

just read another positive sign. company buy back shares yesterday. Even though only 10,000 shares @1.52. historically in the long run, the share price of GUH will be above the price of it share buy back price.

according to inetresearch, the water division hold great future. unbilled sales amount 90++ million and bidding for project worth 240++million.
historically the water division had a profit margin more than 10%

iching88; why do you say plenitude is part of dr.m., any proof?

to those who have long term view on GUH:
- 2Q2014 result was not so good
the main reason is lower contribution from property division due to time lag in new launches. this situation should be temporary as reported in the edge weekly that their merdeka sales launches in seremban had already chalked up 50% sales.
- PCB profit almost identical as 1H last year
- water divison is getting better.

if investors believe that GUH is in the process of acquiring some power or water asset apart of landbanking, then the future earning should be positive.

just my little observation

calvin,

congratulations that you get GUH at 0.40. it must had been many many years ago.hope you find more stocks like GUH and be rewarded handsomely in the future

there is an article in the edge weekly on GUH. from the article, the future looks bright with some acquisitions that are going to generate at least yield of 12%-13%

profir taking or ...................

see if GUH can challenge 1.64 tomorrow.........

i also bought at 1.02 on 31/7

guh start to run again........

keep buying or hold on to your shares and wait for it to run

IFFFFFFF ta really sell its broking arm, what is left in ta is only cash and tagb shares. those who are long term on ta can then hope that ta will distribute the cash and tagb shares to all its shareholders.

I think tonight Tony Tiah will make announcement that he had bought TA last week

kcchong, that is the reason why I think of topping up on Kfima for long term purpose as it prices had not gone up much. In case, the market go the other way, the downside will be quite limited.

kcchong;

I am thinking to add in more KFima for my long term portfolio. I had purchased at 2,10 and 2.20 level. what is your opinion?

RM1.10 will be the next stop with tagb tag along

the market is waiting for tony tiah's announcement that he continues buying TA above RM1

need to reach and steady at 1.05 first

ta price will go up again if tony tiah continue buying

to those long term on ta please do not forget tagb

are we going to see the magical RM1 today?

many opinion is why sell TA when now the value is just starting to emerge.

0.95 will be the first hurdle to cross after tony tiah showed his card

I think the downside for ta is quite limited but the upside is good

to those who are looking to hold ta long term;
1) for financial year 01/2014 profit after tax was 190 million or 8.4 sen per share

2) for 1Q2015, profit after tax was 87 million or 3.37 sen per share
which is about 40% of last financial year earning.

will more investors believe in the prospect of TA? if yes, then the price should rise above the previous high of 0.95

ta 3 - condos for sale
ta 4- hotels
both buildings in front of klcc twin towers and beside exisiting ta1 building. very nice and iconic. expected the condos to be fully sold due to its great location

i bought some at 0.94

ta/tagb will launch their iconic TA3 and TA4 by the 4th quarter of this year. this will be a major catalyst for the group.

not only good landbanks but also very good hotels and properties in australia, canada & thailand