Followers
0
Following
0
Blog Posts
0
Threads
611
Blogs
Threads
Portfolio
Follower
Following
2018-05-30 14:17 | Report Abuse
Too many speculations in this stock. Not much investor did their homeworks
2018-05-30 13:52 | Report Abuse
But market already priced in these events
2018-05-30 13:45 | Report Abuse
MRT3 not LRT 3. GAMUDA and MMC 80% project GKENT 20%
2018-05-30 13:44 | Report Abuse
MRT 3 not in order book. LRT 3 is in order book.
2018-05-28 20:31 | Report Abuse
Not GKENT, MRCB GAMUDA and YTL
2018-05-28 19:58 | Report Abuse
HSR awarded to YTL, GAMUDA, MRCB
2018-05-27 21:06 | Report Abuse
MYEG and GKENT fundamentals totally different don't compare...
2018-05-27 21:05 | Report Abuse
HSR and ECRL have not been priced into the effect of GKENT.
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
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
2018-05-24 11:33 | Report Abuse
Bought 40k at 1.380. Will be a value buy
2018-05-22 23:18 | Report Abuse
ECRL not main concern. HSR and MRT3 is
2018-05-22 09:42 | Report Abuse
3.80 really unfortunate, teach us the lesson of margin of safety
2018-05-22 01:13 | Report Abuse
Najib must be in jail no matter what
2018-05-21 17:14 | Report Abuse
Bull how do you know without mrt3 still 2.40?
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
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.
2018-05-18 20:57 | Report Abuse
So many clowns without fundamental. Even saying eden a good counter. Hhhhh
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
2018-05-18 08:34 | Report Abuse
Market cap and valuation still high need to go down first
2018-05-17 10:32 | Report Abuse
That's dangerous there, need the price to go down a lot for margin of safety
2018-05-17 10:13 | Report Abuse
There's market maker inside. Must wait first. Unloading shares
2018-05-17 09:30 | Report Abuse
Valuation too high with PE 20, must go lower
2018-05-16 19:29 | Report Abuse
Faster drop in price. Thanks hhhhhh
2018-05-16 00:08 | Report Abuse
Limit down. The company valuation very high ahhh
2018-05-15 22:54 | Report Abuse
Margin calling every investor GG till 0.600 to stabilize
2018-05-15 21:24 | Report Abuse
PE below 10 will be safe enough for it
2018-05-15 19:45 | Report Abuse
KWP acquired before the day of election GGGGG
2018-05-15 19:11 | Report Abuse
PE of 10-13 will be alright for MYEG
2018-05-15 11:06 | Report Abuse
Wait till stabilize I enter save them hhh
2018-05-14 23:42 | Report Abuse
I will buy when PE reach 10 for my margin of safety
2018-04-04 16:55 | Report Abuse
Hhhh, tomorrow 5!!!
2018-04-04 16:53 | Report Abuse
Your kuku bird already flew away!
2018-04-04 16:26 | Report Abuse
Who say buy just now?
2018-04-04 16:20 | Report Abuse
China announce 50b tariff. Tomorrow?
2018-04-04 16:19 | Report Abuse
Who keeping HY good luck!
2018-04-04 16:14 | Report Abuse
All the money earned from HY long in FD. Safe in this environment
2018-04-04 16:10 | Report Abuse
It's already gone hhh
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.
2018-04-04 16:02 | Report Abuse
Go luck to buyers hhh.
2018-04-04 16:01 | Report Abuse
Please take in mind that KYY is consider mid short term investor.
2018-04-04 15:58 | Report Abuse
Today drop price need approx 30 years of 0.02 HY dividend. Wake up investors. Protect capital!
Stock: [GKENT]: GEORGE KENT (M) BHD
2018-06-04 11:04 | Report Abuse
Anyone attend AGM please notify