这个未来7-9年里，大约会有至少5次红股/share split 等着propose.

Rm 90 mil 水表工程已经算在rm61 billion 未完成建筑订单里了！
其他正在竞标水表工程未公布。

Oh, my Duta.

Cash rich company like GKent able to bid much construction projects.
Gkent 的手握现金一季会比一季增加。

Before back to rm 3.00, 我觉得最好买住。

Alex，u can see and look at the TA chart currently.
Will back to normal level price rm 3.00++.

根据上两次的bonus issued 除权后作为指南，Gkent Profit TAKING 只有
2次，最多3次。再说，当时的Gkent ,未完成手上建筑订单与水票表不比目前来得龙大。yesterday I also Q at rm 2.60, can get any single ticket.
As low as rm2.65.

Jikalau Beli 2 biji pada 7 Ogos pada paras rm4.40,...,
8 Ogos besok nanti menjadi harga untuk 3 biji dengan harga rm2.93.
10 Ogos Kredit masuk akaun.

Tomorrow OPEN Price adjust to RM2.93.

Okay.......see today Gkent.

Have to see today Last day before next Monday 8/8/17 ex dated stock split..........

http://www.sinchew.com.my/node/1668572/%E8%80%97%E8%B5%84550%E4%BA%BF-%E9%95%BF688%E5%85%AC%E9%87%8C%E2%80%A7%E7%BA%B3%E5%90%899%E6%97%A5%E4%B8%BB%E6%8C%81%E4%B8%9C%E9%93%81%E5%8A%A8%E5%9C%9F

RM9.0 billion LRT3 / 20 stations
Each station VALUE RM4.5 亿.

Yup.

Kadang kala, kita perlu tunggu masa, bila ia datang,
Kita nak Press down the price, pun tak jadi.

Kalau lah kita ketahui lebih awal, maka
Tiadalah Pengemis di dunia ini.

不懂我是否有机会再买入GKENT吗......

1stQr.FY2017 营业额：
A) 建筑业务RM245,761,000 ( 1st Qr.FY2016-同期只取得RM165,109,000)
B) 产业业务RM42,049,000 ( 同期则为RM25,626,000)
C) South Africa Investment RM3,623,000 ( 同期是rm4,757,000影响很小而以)

建筑业务 are at its advanced stage allowing the recognition of higher level of revenue and profits.

产业业务is expected to bring higher contribution to the MITRA in 2017 as the construction work
progresses well for the existing on-going project 'Wangsa 9 Residency'.
This division has just launched the Affordable Homes project in Puchong Prima and submitted building plan approval for a residential project in Bukit Beruntung.
The unbilled sales for this division currently stands at RM204.31 million.

South Africa Investment sales of Rand 24.18 million (equivalent to RM7.25 million) will be recognised progressively upon completion of the transfer of stands to the purchasers in 2017.

结论而言，MITRAJAYA
优点
1) IBS优势+竞标工程更佳.
2) 建筑贡献优势
3) 产业贡献优势
4） 可能2017财政年里可收回一些账目
5）那么，负债表Debt ratio 有机会减低

弱点
1）南非的 current unbilled小弱点。
2)目前还未成为净现金建筑公司。

目前领先跑着的股科技。
随后就是建筑基建股with IBS.

IBS 是建筑业股的主流，当中包括：
1) KERJAYA
2) KIMLUN
3) SUNWAY-SUNCON
4) MITRA
5) IRIS KATO
6) AJIYA
7) SETIA PRECAST
8) OKA
9) LBS-MLGlobal (new)

GADANG, 我只买少少，很少。
MITRA，就不一样。

RM1.37, 明天请等我的18K 票MATCH后，才好跑上楼梯.

byebye, iwcity.
loss rm500+.

Bandar Malaysia’s request for proposal exercise was open only to Fortune 500 companies with combined revenue of RM50 billion or more in the past three years, according to the report.

The strong interest in the project is largely because it will house the terminus for the multibillion- dollar high-speed rail (HSR) project that will connect Kuala Lumpur with Singapore, another huge undertaking that could cost more than RM50 billion.

According to the ST report, the Japanese and Chinese are betting that the successful bidder in the real estate project would stand a better chance of securing a major role in the KL-Singapore HSR project

Over the past year, Beijing and Tokyo have actively lobbied government officials in both Malaysia and Singapore to promote the interests of their engineering and construction concerns.

The ST, quoting unnamed Malaysian government officials and financial consultants involved in the township and rail projects, reported that the Chinese government and its companies were the most aggressive in pushing their pitches.

The Chinese have already signed a RM55 billion contract to build the East Coast Rail Line, which is a 620km electrified network that runs all the way from Tumpat, located near the north-eastern border with Thailand, down the coast to Kuantan Port, before cutting through the mountainous central region of Peninsular Malaysia to Port Klang.

https://klse.i3investor.com/blogs/kianweiaritcles/128458.jsp

两点建议政府应奖掖业者

大马建筑商协会（MBAM）主席，同时是美得再也（MITRA，9571，主板建筑股）执行董事的符绩理早前提到，政府应该通过提供奖掖来鼓励业者使用IBS。

“这些奖掖包括更灵活的贷款措施，以及为制造商和承包商，提供部分税务减免。”

“另外，我们也看到政府的推出的一个马来西亚房屋（PR1MA）计划，能够给予相关业者IBS技术大展身手的机会。”

别看小小配套基建工程value, it might be worth 几亿令吉的.

Good morning. Wake up so early.

传言，Mitra 可能会获得一项LRT3 小配套基建工程。(除了一马房屋之外)

以上link，与BANDAR MALAYSIA PROJECT 息息相关.
LRT 3, ECRL, and HSR-BANDAR MALAYSIA。

http://www.theedgemarkets.com/article/imf-revises-malaysias-gdp-growth-48-global-growth-forecasts-unchanged-35

现在最有资格/符合资格是IWH-China Railway Engineering (CREC)

China Railway Engineering is at number 57 with revenue of US$99.43 bil (RM414 bil), profit of US$983 mil and assets of US$110.32 billion.

The Dalian Wanda Group is number 385 on the list. It has revenue of US$27.37 billion, profits of US$2.43 bil and assets of US$139.11 bil. Dalian wanda recently troubles with the Chinese Govornment will rule them out for now.

大股东手持有的股份才重要.
CREED ASIA, 要离开就离开。
没有CREED ASIA，整个天掉下来吗。

GOOD, GG.

MITRA’s uptrend remained INTACT and the stock is poised for a LT objective at RM1.72.

Maintains BUY Rating@MITRA with an Institutional Target Price at lease RM1.89.

BEGIN ON 2H 2017, we continue to like Mitrajaya for its strong construction orderbook that will ensure sustained earnings growth over the next two years.
Furthermore, its orderbook replenishment prospects given its strong delivery track record.

1st Qr. FY2017
MITRA's Construction division 's revenue has increased by RM80.65 million (48.8%) to RM245.76 million from RM165.11 million in the preceding year corresponding quarter. The profit before tax has also increased by RM4.63 million (30.8%) from RM15.03 million to RM19.66 million.

The higher revenue recognition was reflective of the work progress from our sizeable order book. The construction activities are at its advanced stage allowing the recognition of higher level of revenue and profits.

Property Development
The Property development division has contributed higher revenue of RM42.05 million in the first quarter of 2017, an increase of RM16.42 million (64.1%) as compared to RM25.63 million in the preceding year corresponding quarter. As a result of significant profit (RM9.86 million) derived from the compulsory land acquisition, the profit before tax surged by RM9.14 million (157.0%) from RM5.82 million to RM14.96 million in the current first quarter.

Correct, no_luck.

他要丢给丢啦，别太在意Creed Asia.
没有它，就不成事吗?
不是的。

CREC 是Chinese Linked Government.
相反的，WANDA 不是。

May U turn to LIMIT UP.

RM1.50 觉得是个不错的价位.

China Railway Engineering is at number 57 wIth revenue of US$99.43 bil (RM414 bil), profit of US$983 mil and assets of US$110.32 billion.
CREC 最有资格如果比起Wanda。

Still only rumours?
就是还是 rumours才有机会买便宜

Let's hope.

I hope I able to buy and collect below RM1.60 tomorrow morning.

4) 如果是说The Edge News not reliable，那就政府发出消息/有利公函。(From wenli79)

我查过了Bursa Malaysia，IWCTY 没有发文告澄清The Edge的报告新闻.

http://www.bursamalaysia.com/market/listed-companies/list-of-companies/plc-profile.html?stock_code=1589

我还记得PTRANS曾经有发过文告澄清报道有关他的新闻（因管理层发现不真实新闻.）

我排着rm1.32 还没MATCH.

TP rm1.89-1.95 remained INTACT.

在建筑股里，EPF 绝对不会买错的counter.

2016财政年Mitra 盈利达rm117 mil, 这点比起同行的强很多，相信也是EPF 留意到的其中理由。

diva, 还没收回的账，我们不能完全责怪management. 很多时候是顾客的态度。

不是receivable的话，其实早已就是净现金公司了。

公积金看中Mitra 原因如下:
1) 盈利2017财政年。
2) 2H 2017 获得建筑合约工程。(insiders 料早已知道)
3) 已经一年了，股价处于rm1.30+-,完全被忽略。
4) 2017财政年会收到的账。