mrtai021

mrtai021 | Joined since 2017-03-23

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2018-06-04 11:04 | Report Abuse

Anyone attend AGM please notify

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2018-05-30 14:17 | Report Abuse

Too many speculations in this stock. Not much investor did their homeworks

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2018-05-30 13:52 | Report Abuse

But market already priced in these events

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2018-05-30 13:45 | Report Abuse

MRT3 not LRT 3. GAMUDA and MMC 80% project GKENT 20%

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2018-05-30 13:44 | Report Abuse

MRT 3 not in order book. LRT 3 is in order book.

News & Blogs

2018-05-28 20:31 | Report Abuse

Not GKENT, MRCB GAMUDA and YTL

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2018-05-28 19:59 | Report Abuse

HSR effects YTL, GAMUDA, MRCB

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2018-05-28 19:58 | Report Abuse

HSR awarded to YTL, GAMUDA, MRCB

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2018-05-27 21:06 | Report Abuse

MYEG and GKENT fundamentals totally different don't compare...

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2018-05-27 21:05 | Report Abuse

HSR and ECRL have not been priced into the effect of GKENT.

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2018-05-27 15:46 | Report Abuse

ECRL probably not cancelled but review but HSR will probably be cancelled. For MRT3 i think will be ongoing

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2018-05-27 15:19 | Report Abuse

《东铁该不该建?》

评论 / 东方文荟 
2018年05月26日
• 评论: 朱冠华 • 喝茶论势

国家耆老理事会对东铁计划的看法是风险高、不合理,但话说了很多却没有明言建议终止这计划。当耆老理事会说出东铁计划问题时,有些人骂声一片,认为应该终止。但实事求是问,是东铁计划有问题,还是制定这计划的人有问题,这是不同概念。

根据目前所知的资料,东铁原本价格约270亿令吉,就算加上额外差价也不超过300亿令吉,问题是前朝政府为何以550亿令吉签约?难道前朝继续发扬「买贵」来刺激GDP的「优良传统」吗?

这问题显然是前朝故意要「买贵」,而不是中国要「卖贵」。而这多付的250亿令吉最后自然不是流入中国的口袋,会用什么五鬼搬运法流入谁的口袋,目的是什么?这点人民思考一下就明白,这里不多做揣测。对中国来说,主要目的是完成「一带一路」国际经济战略,大马內政(包括金钱流向)其不会太有兴趣干涉。

按照耆老理事会说法,前朝借贷550亿令吉,3%利息计算,20年总额要支付732亿令吉。但若重新修改合约扣除「买贵」成分,以300亿令吉计算,一年支付19.92亿令吉,20年总额支付398亿令吉。但实际上也不需要真贷款300亿令吉,只要修正前朝政府部门的「买贵」传统问题,几年下来就能省下一个东铁。所以东铁问题是前朝要「买贵」,而不是东铁真的贵到大马承担不了!

打通东海岸交通线

在去除「买贵」的基础上,再探討东铁计划是否可带来实际的经济效益。耆老理事会认为东铁每日估计运货额800万令吉,但营运费1000万令吉,日亏200万,一年会亏7.3亿令吉,並列入一大堆风险如维修费、建造费增加风险,並引我国当前货运量数据,认为东铁一定会亏损。

但这样的计算忽略了一个普遍事实,就是基础建设通常都是亏钱的,真正赚的是打通不同区域的运输线来加强货贸的流通所激活的经济。若基础建设处处考量利润,那很多计划其实是不能做的。南北大道就是过於注重大道公司利润,不是被人民骂了几十年吗?

观察这次全国大选各政党政治版图,会发现东海岸议席几乎被巫统和伊党获得。这两个政党支持者主要是收入和知识水平比较低的阶层,这次大选明显是大马政治板块分裂成东海岸和西海岸。

所以打通东海岸的交通线,激活经济让该地段的人民走出封闭,其实对国家更有利,这无形利润更大。

正如前述,基础建设通常都是亏钱的,这也是政府责任之一,不然收人民这么多税干嘛?

问题是要如何確保计划可以把成本控制在最低,效益最大化,而不该有政治考量,一切以经济为主。另外,基础建设的另外一个前提就是必须在政府財政可承担范围內。若不是因为前朝政府长期腐败,根本就有能力支付,或支付部份东铁建设费用,无须全额贷款。所以根本还是要一边解决腐败问题,一边分阶段建设东铁打通东海岸。

个人估计希盟政府选择建东铁的概率比较高,因为大马不会蠢到自绝於「一带一路」让自己国际经贸边缘化,只是前朝一些不合理的內容,会重新谈判予以刪除。

http://www.orientaldaily.com.my/s/244774

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2018-05-24 11:33 | Report Abuse

Bought 40k at 1.380. Will be a value buy

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2018-05-22 23:18 | Report Abuse

ECRL not main concern. HSR and MRT3 is

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2018-05-22 09:42 | Report Abuse

3.80 really unfortunate, teach us the lesson of margin of safety

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2018-05-22 09:42 | Report Abuse

Waiting to buy cheap hhh

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2018-05-22 01:13 | Report Abuse

Najib must be in jail no matter what

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2018-05-21 17:14 | Report Abuse

Bull how do you know without mrt3 still 2.40?

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2018-05-21 02:03 | Report Abuse

Government will be fair in giving projects. Don't worry no project if competitive bidding. GKENT still got comp adv

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2018-05-20 23:12 | Report Abuse

A good share to buy. I will buy whenever it's at 1.50 or below. Finally I can buy cheap GKENT.

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2018-05-18 20:57 | Report Abuse

So many clowns without fundamental. Even saying eden a good counter. Hhhhh

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2018-05-18 08:37 | Report Abuse

Crony or not crony fundamental already there. So many worker in there government will not simply cut them off. Buy when cheap

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2018-05-18 08:34 | Report Abuse

Market cap and valuation still high need to go down first

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2018-05-17 10:32 | Report Abuse

That's dangerous there, need the price to go down a lot for margin of safety

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2018-05-17 10:31 | Report Abuse

150 mil sunken cost in GST

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2018-05-17 10:13 | Report Abuse

There's market maker inside. Must wait first. Unloading shares

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2018-05-17 09:45 | Report Abuse

Credit Susse TP 0.9

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2018-05-17 09:30 | Report Abuse

Valuation too high with PE 20, must go lower

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2018-05-16 19:29 | Report Abuse

Faster drop in price. Thanks hhhhhh

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2018-05-16 00:08 | Report Abuse

Limit down. The company valuation very high ahhh

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2018-05-15 22:54 | Report Abuse

Margin calling every investor GG till 0.600 to stabilize

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2018-05-15 21:24 | Report Abuse

PE below 10 will be safe enough for it

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2018-05-15 19:45 | Report Abuse

KWP acquired before the day of election GGGGG

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2018-05-15 19:11 | Report Abuse

PE of 10-13 will be alright for MYEG

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2018-05-15 11:06 | Report Abuse

Wait till stabilize I enter save them hhh

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2018-05-15 09:19 | Report Abuse

Rosmah large shareholder?

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2018-05-14 23:42 | Report Abuse

I will buy when PE reach 10 for my margin of safety

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2018-05-14 22:33 | Report Abuse

Tomorrow gap down

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2018-04-04 16:53 | Report Abuse

Your kuku bird already flew away!

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2018-04-04 16:20 | Report Abuse

China announce 50b tariff. Tomorrow?

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2018-04-04 16:19 | Report Abuse

Who keeping HY good luck!

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2018-04-04 16:14 | Report Abuse

All the money earned from HY long in FD. Safe in this environment

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2018-04-04 16:08 | Report Abuse

But one thing I learn from KYY is that if can't earn more than the past it will be going down.

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2018-04-04 16:01 | Report Abuse

Please take in mind that KYY is consider mid short term investor.

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2018-04-04 15:58 | Report Abuse

Today drop price need approx 30 years of 0.02 HY dividend. Wake up investors. Protect capital!