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2018-05-20 21:20 | Report Abuse
身边同事有收住Gkent shares 已经在第一轮limit down rm2.70 something Sold Off.
2018-05-19 23:31 | Report Abuse
«精明顾问团第一个动刀?, 东铁计划风险高不合理»
去了解。
很多很多投资者非常热爱GKENT和GAMUDA( 发梦也想不到Barisan National败政)抱着rm5.00 以上还在自欺欺人,不愿接受事实。估计至少50%基建合同是直接颁发给GKENT,GAMUDA,他们更笨没有去竞标合约,很轻易地拿到如此重要价值合约。财政部不久后就公布天下。
候任財政部長林冠英指前朝政府有許多不公開賬目,他在下周宣誓就職財長后,須「尋找」賬目及款額下落,才能著手整頓國家財務狀況。
他說,他在早前翻閱財政報告時,發現了許多不透明的賬目,有些款項也「下落不明」,不知「藏身」何處。
他透露,根據初步推斷,財政報告有很多未能釐清的部分,因此需要時間去深入了解和整理。
「他們(前朝政府)不想公開的賬目,就放在其他戶頭或公司,我們需要一個全面的了解,否則就不知道國家真正的情況。」
林冠英也是峇眼國會議員,他今早出席選區謝票活動時強調,我國財務狀況時需時間去深入探討,目前新政府所著重的是上任100天內所需兌現的主要承諾,包括廢除消費稅及穩定油價,首相敦馬哈迪醫生已馬不停蹄的展開相關工作。
在GE14前,越90%人以上,更笨没有卖出手上的票,因为没有料到Barisan National倒台。
读到一些人的comments, 就知道他是亏/赚。
(而且,不只是亏几千块而已)
2018-05-19 23:22 | Report Abuse
«精明顾问团第一个动刀?, 东铁计划风险高不合理»
去了解。
2018-05-19 23:20 | Report Abuse
«精明顾问团第一个动刀?, 东铁计划风险高不合理»
去了解。
2018-05-19 23:12 | Report Abuse
SAPNRG 最弱时期已度过了。
(4th Qr loss rm22.85 亿)
2018-05-19 23:07 | Report Abuse
"别忘了Lrt 3 是与mrcb联营项目,而mrcb大股东是Epf,epf归政府管理,肥水不流外人田,也就是这仑mrcb跌最轻之因素,况且此项目是造福人民,不可能中断的。现时股价下挫,个人觉得为负面因素造成,公司基本面仍强稳。
只供参考,買卖自负."
Posted by erkongseng.
对于以上的字言,如果国政(BN)成功组成新政府就的确看了/听了很有用。
可惜,很多人(gkent'sinvestors ) 还没真真可以接受事实/还睡不醒。
2018-05-18 18:59 | Report Abuse
http://www.enanyang.my/news/20180518/阿兹敏经济部长-陆兆福任交长/
Sama sahaja.
Tun Ma remain as Prime Minister.
Education Minister is came from Pribumi (Tun Ma party )
YES, EDUSPEC.
2018-05-18 12:19 | Report Abuse
PDP fees= gkent, gamuda 白白拿的之前。可能他们要吐出来给回政府。
2018-05-18 12:18 | Report Abuse
一旦link Guam eng 宣誓就任财长,就一一地列出对人民没有意义的基建工程合约。(Lrt3, mrt3, Ecrl)
Gamuda 才开始跌回了。
2018-05-17 13:41 | Report Abuse
They put Ghent Price Target rm3.25 only they hope they dun face too much money, they want to sell at rm3.00 above.
2018-05-17 13:40 | Report Abuse
对的,hong long bank 已经 ALL IN GEORGE KENT.
They dint expected GKENT today condition and also dint Expected BN loss in GE14.
They are loss a log of PAPERS LOSS, their FUNDS is belong to MALAYSIAN.
2018-05-17 08:49 | Report Abuse
Mmccorp also different with Gkent.
2018-05-17 08:48 | Report Abuse
They guy (erkongseng) guess he also dint notice that FIRST LIMIT DOWN of 2.76 he also buy, second limit down also buy. He dint think deeply how GKENT get huge Contract during Najib era.
2018-05-14 15:36 | Report Abuse
If big big big vol, we are already trade above rm0.20.
2018-05-14 15:12 | Report Abuse
Christopher 很吝啬,比益本估计只是8x for HBGLOB.
2018-05-14 14:28 | Report Abuse
Wow, huge discount 50% Earning for Hbglob's EPS estimated to reach 4 cent to 5 cent, it is incredible!
2018-05-04 16:15 | Report Abuse
What makes you come here at Hbglob easyguy?
by:Unicorp.
Review of HBGLOB Comprehensive Income
Our revenue increased by RMB22.5 million or approximately 15.5% from RMB145.2 million in financial year ended 31 December 2016 (“FYE2016”) to RMB167.7 million in financial year ended 31 December 2017 (“FYE2017”). The increase was mainly due to increase in sales of Frozen Vegetable products.
The Group has improved its Gross Profit (“GP”) margin from 10.1% in FYE2016 to 31.6% in FYE2017. This has marked an improvement since the Group ceased the duck farming segment in July 2016, focussing its resources on profitable food processing segment as compared to the duck farming which was running at a gross loss in prior year.
Other operating income increased by RMB6.9 million from RMB6.7 million in FYE2016 to RMB13.6 million in FYE2017. Included in other operating income for FYE2017 were reversal of impairment on property, plant and equipment of RMB8.3 million, rental income of RMB1.9 million, and gain on disposal of property, plant and equipment of RMB3.0 million. Whereas in FYE2016, other operating income included reversal of impairment on property, plant and equipment of RMB1.3 million, exchange gain of RMB0.9 million, rental income of RMB0.5 million and other revenues of RMB0.4 million.
Selling and distribution expenses decreased by RMB0.6 million in FYE2017 as a result of lower transportation and freight charges, travelling expenses and marketing fees incurred.
General and administration expenses had increased by RMB3.7 million in FYE2017 mainly due to general inflation.
Other operating expenses increased by RMB3.1 million in FYE2017 were mainly due to impairment loss on certain property, plant and equipment (“PPE”) for RMB4.4 million, loss on disposal of PPE for RMB1.5 million and PPE written off for an amount of RMB0.4 million.
The significant increase in net profit before taxation of RMB22.5 million in FYE2017 is the result of the above explanations and favourable gross profits achieved during the financial year.
Review of Balance Sheet
There were minor additions to property, plant and equipment and construction in progress for the current year. These were mainly for the purposes of improving production facilities.
The increase in inventories of RMB3.4 million from FYE2016 was mainly to meet the increased demand of our products for coming month. Trade receivables increased by RMB38.9 million from RMB20.7 million in FYE2016 to RMB59.6 million in FYE2017 was mainly due to increased local demand of our products during the quarter under review as compared to preceding year corresponding quarter. Trade and other payables increased by RMB23.7 was mainly due to the increase in purchases in the current quarter to meet the increased demand of our products for coming month.
Review of Cash Flow Statement
Net cash generated in operating activities increased in FYE2017 by approximately RMB17.6 million was mainly due to the improvement of GP margin of our products and the extended repayment period to trade and other payables but partly offset by the credit term given to our local customers.
Net cash generated in investing activities increased to RMB6.7 million in FYE2017 was due to the disposal of old plants. Also there were additional production facilities acquired to meet the growing volume in our frozen vegetable products.
The Group recorded revenue of RMB70.7million in the current quarter, increased by approximately RMB30.8 million or 77.2% from RMB39.9 million in the immediate preceding quarter due to the improved local demand for our frozen vegetable products that ultimately exported.
The increase in profit before taxation and after taxation is mainly due to the better GP margin achieved and the reversal of impairment on property, plant and equipment for the current quarter.
Prospects for FYE 2018
HBGLOB had delivered a sterling performance in the current financial year ever since it embarked on its own self-rescue plan without any reliance on external parties when it undertook drastic measures in cessation of the duck farming segment since July 2016. The Group had met the requirements of achieving 2 consecutive profits and poised to continue to perform well barring any unforeseen circumstances in the challenging global economy as the Group continue to embark on capturing the local market and continue to work closely with its channel partners.
The effective tax rate of our Group for the current quarter and financial year-to-date was Nil as compared to the applicable tax rate of 25.0% due to permanent difference in the tax treatment of expenses that are not deductible under China tax.
2018-04-18 17:10 | Report Abuse
Thank you you, MRCB Go Go Go, I got ur tickets rm1.51.
bye bye.
你说是falling knfe, 那就falling knife咯.
自导自演.
Hengyuan才是你说的falling knife 才对。
2018-04-16 16:52 | Report Abuse
https://klse.i3investor.com/blogs/sinchew_company_story/154081.jsp
第十四届全国大选战幔升起,马股一些股友“屏息以待”,暂避不明朗大选结局,静观其变。若要等到战绩明朗才进场,似乎失去先机,可考虑一些大选概念股或政治股,在马股抢先机、增财富。
第十四届全国大选战幔升起,马股一些股友“屏息以待”,暂避不明朗大选结局,静观其变。若要等到战绩明朗才进场,似乎失去先机,可考虑一些大选概念股或政治股,在马股抢先机、增财富。
大选概念股的定义
大选概念股或政治股,其一是以政府挂帅,所以也称为政治股,它们主要是与政府相关公司与机构、执政党、在野党、政治人物等有关的上市公司股项,政府相关公司或机构如雇员公积金局、退休基金局、大马朝圣基金局、国库控股等所控制的上市公司。
其二是将因为大选而受惠的股项,因大选拨款受惠的基建、建筑,或因选战直接间接得利的,诸如媒体业。
今届大选受惠领域焦点放在建筑股领域,大选股或政治股可能获得新工程合约,例如政府预期颁发半岛东海岸铁道工程(ECRL)计划合约,及隆新高铁(HSR)计划的资产公司颁发等,特别是目前建筑业领域为大马经济成长的主要“火车头”之一,所以建筑及相关领域的股价,有望趁机推高。
建筑股有望分一杯羹
大多数的建筑股,料有望可从政府大型基建工程计划中分得一杯羹。其他市场较熟悉大选概念股,如联土全球(FGV,5222,主板种植组)、大马统一(KUB,6874,主板贸服组)、星报出版(STAR,6084,主板贸服组)、多元资源工业(DRBHCOM,1619,主板工业产品组)、首要媒体(MEDIA,4502,主板贸服组)、MMC机构(MMCCORP,2194,主板贸服组)、史格米集团(SCOMI,7158,主板贸服组)、马来前锋报(UTUSAN,5754,主板贸服组)及联昌集团(CIMB,1023,主板金融组)等。
见好就收宜短线交易
目前的所谓大选概念股或是政治股,若与过去数届比较,特别是在90年代时期,关联及关系较不明显,所以还是适合短线交易。以90年代为例,当年马股的股项较少,一些公司与巫统、马华或政府的关系较为明显,如当年的依德利斯、玲珑、马友乃德、龙马、奥金、槟城造船厂等等。
经历过多届全国大选的资深经券人—吴继宗受询时表示,许多投资者或股东都公认/或默认它们是政治股,有者可说是点股成金的“金手指”、股市起落的风向指标。如今这次的全国大选前后,就缺少了这些较为明确的代表性。
过去,大选概念或政治股,实为许多股东带来财富,惟也有人蒙亏,特别是一些大选或政治股,完全从马股消失,令许多股友为之惆怅。
估值便宜可长期投资
所以,他认为,全国大选前后,无论是否为大选或政治股,市场交投情绪普遍较为热络与波动,较适合进行短线交易活动,见好就收,有利就套为上策。
当然,若有一些拥有良好基本因素支撑的大选或政治股,若估值便宜,不管有没有大选,也可考虑进行较长期投资。
油气股较不受政治影响
短期内较为走稳、及不太受政治影响的大选政治股领域,是油气领域莫属。
无论那个政党执政,相信政府旗下的国家石油(PETRONAS),将照常营运不受影响,主要还是看外围因素的国际原油价格而定。近期原油价格走稳,料使马股油气领域从中受惠。
丰隆投行零售主管刘礼誉认为,未来6至9个月内,预料国际原油价格有望走高至每桶75美元至80美元之间。
手套股短长期成长亮丽
目前,他看好的首选股为非大选或政治股——贺特佳(HARTA,5168,主板工业产品组),目前它的市值达到210亿令吉,落在马股首25大市值榜内,预期它在年中的指数股调整活动中,有望成为综指股,不受大选行情或因素影响。
“手套股较受马币汇率的影响,不过,全球手套需求保持殷切与成长,目前手套也是不可取代的产品,更多行业需要使用手套的新催化因素,所以,它的短长期成长依然亮丽,为首选股之一。”
波动大风险高须谨慎
每一届的全国大选前后,马股投机情绪普遍都较为高昂,反而使有心人或炒股集团有机可趁,这期间的交易风险也较高,投资者或散户可要警惕。
分析员指出,目前外资也在马股积极交易买卖,也是造成近期马股走势,较为波动的个中主因。
卢文豪:应持平常心
黄氏发展证券高级抽佣经纪卢文豪表示,就算是政党成员要从股市筹集竞争资金,事到如今,相信也已经完成,投资者避免对大选概念股或政治股过于期待,谨慎及以平常心视之。
“虽然政治因素为影响股市或经济的主要原因,不过,却也不是唯一因素,其他对马股或经济影响的重点,包括经济需要一些结构性改革、避免国内生产力过于依赖外劳、加速经济转型计划、教育/技术/及创新等领域,都要加以关注与专注,实是其中关键。”
无论如何,大选后大马政治不明朗因素解除,若是大马政策没有改变,加上目前全球市况持续良好(惟最近浮现中美贸易纠纷及地缘政治风险),相信未来大马经济及马股前景仍有望向好,暂不为虑。
最终还是回归基本面
目前市场较为专注的大选概念股,主要是政府持续颁发更多大型计划工程合约的铁道相关建筑股。众所周知,大马拥有多项大型的铁道计划,包括捷运地下铁计划(MRT)、轻快铁(LRT)、隆新高铁计划、东海岸衔接铁道计划等。
分析员认为,竞标本地公司也要有实力执行有关工程计划,当然若是与政府关系良好或更广的人脉,也可扮演“锦上添花”效果。
须跟进公司业务进展
上述的大型基建计划,部分合约已经颁发,预料全国大选之后,更多工程合约颁发将陆续有来。所以,选对私人或政府铁道相关公司实是较稳及“短可攻、长可守”而“买进”的大选概念或政治股,大选后,都必须加
以跟进这些公司的业务进展,以进一步决定是否进行短/长期投资。
刘礼誉指出,他看好大选股为乔治肯特(GKENT,3204,主板建筑组)及金务大(GAMUDA,5398,主板建筑组)。
他表示,虽然乔治肯特的股价已经扬升许多,不过,投资者还可以加以注意它的基本因素及背景,特别是它涉及的铁道工程计划的进展,它日后的财务表现等。
分析员受询时指出,目前不容易确定公司掌舵人与政治人物的关系,或甚至是代理人。许多政治人物要筹集大选资金的管道较多,已经不单是靠股市筹集。纵然是上市公司获得工程合约,未来也不能保証它最终完成获益,投资风险犹存,最终还是回归基本层面为妙。
细数10大选概念股
综合分析员建议的10大大选概念/政治股,它们分别是马资源(MRCB,1651,主板产业组)、联土全球、金务大、砂州日光(CMSB,2852,主板工业产品组)、乔治肯特、沙布拉能源(SAPNRG,5218,主板贸服组)、MYEG服务(MYEG,0138,主板贸服组)、联昌集团、合顺油气(UMWOG,5243,主板贸服组),以及多元资源工业。
目前可堪称为大选概念股或政治股的股项,其中都是在特定领域拥有实力的公司,若是加上政治或“人脉”因素,实是锦上添花。今次建筑领域较为明显及成为主要赢家。
细数10大选概念股
综合分析员建议的10大大选概念/政治股,它们分别是马资源(MRCB,1651,主板产业组)、联土全球、金务大、砂州日光(CMSB,2852,主板工业产品组)、乔治肯特、沙布拉能源(SAPNRG,5218,主板贸服组)、MYEG服务(MYEG,0138,主板贸服组)、联昌集团、合顺油气(UMWOG,5243,主板贸服组),以及多元资源工业。
目前可堪称为大选概念股或政治股的股项,其中都是在特定领域拥有实力的公司,若是加上政治或“人脉”因素,实是锦上添花。今次建筑领域较为明显及成为主要赢家。
(1)金务大实力为王
金务大从政府发展计划获得不少工程合约,主要是拥有实力,是否是大选概念股已不是关键。马资源—金务大财团受委为隆新高铁计划的工程履行伙伴(PDP)之一,预料将负责北马土木工程部份。预料收费为6%,土木工程部份总值约400亿令吉(包括北马及南马)。一旦与政府当局洽商达致协议后才正式签署合约。
若金务大财团获得50%土木工程及收费6%,料使它取得12亿令吉税前盈利(假设与马资源各占一半)。大众研究建议“买进”金务大,目标价为6令吉20仙。预料在未来2、3年里,金务大有望在其他大型基建发展计划取得更多工程合约。
巴生河流域捷运地下铁第三线路计划料即将颁发,MMC金务大-乔治肯特联营公司(股权45%/45%/10%)也参与竞标,工程合约价值达450亿令吉,值得追踪关注。
(2)马资源盈利受看好
马资源为“资深”的政治股,很早以前即是股友熟悉的政治股。
马资源经过多年发展与重组后,目前已成为政府相关机构-雇员公积金局(EPF)的旗下子公司。
最近马资源与金务大财团(相信是各持50%股权)获得政府机构颁予隆新高铁计划的工程履行伙伴,与金务大一样,预料有机会从中取得税前盈利12亿令吉。肯纳格研究表示,这是令人惊喜发展,惟2018及2019年财测保持不变,目标价则稍为上调至1令吉15仙。
(3)联土全球管理稳定
联土全球被视为大选概念股或政治股实不为过。
联土全球是联邦土地发展局(FELDA)的种植臂膀,它的营运及盈利表现将影响成千上万的恳殖民生活,及某程度上影响投票动向。
不过,上市后的表现可说是不太理想。肯纳格研究在今年2月26日给它的目标价为2令吉,建议持有评级。肯纳格研究表示,该行给它的最新估值,主要是盈利风险减缓、更好管理稳定、及可能逾平均产能复苏,所以投资者可考虑。
(4)MYEG具吸引力
MYEG服务与政治关系良好,获得颁发政府或相关服务合约。
MYEG服务最近企业活动,包括于去年杪宣布以1040万令吉收购收账系统公司——Stampede控股公司的23.5%股权,成为其联号公司。
截至2017年9月30日为止,该公司现金储备达1亿8050万令吉,足以融资此收购计划。MIDF研究于去年杪对予它“持有”建议,当时的目标价为2令吉10仙。该行看好其具吸引力的商业模式,特别是其核心业务的盈利赚幅高达逾50%。
(5)砂州日光前景乐观
砂州日光在砂拉越州的发展扮演着举足轻重角色,可说是与砂州发展兴盛息息相关,与州政府的关系密切的政治股。
大马投行在今年2月间访问后,对公司的前景感乐观。
该公司在砂州多项大型基建发展计划推动洋灰及建材的强劲需求、公司建筑及道路保养维修业务的稳健成长、以及它在古晋及沙玛拉朱的产业发展持续拥有良好的需求,以及低估地库的潜在土地销售等。
(6)乔治肯特人脉强大
乔治肯特某个程度上显示公司拥有非常好人脉支撑,使旗下新建筑业务在政府一些大型基建,特别是铁道工程领域都可攫得一些合约。
乔治肯特主要业务为制造及销售水表,惟近年多元至建筑相关领域后取得亮丽表现。
该公司最新的企业动作,就是它与MMC金务大合作的联营公司——MMC金务大-乔治肯特联营公司(股权分别为45%/45%/10%),参与竞标巴生河流域捷运地下铁第三线路计划,价值达450亿令吉(料在今年中宣布竞争结果)。
刘礼誉表示,目前该公司的工程订单达55亿令吉。若获得上述最新合约将有望倍增。
该公司潜在竞标的工程计划,包括隆新高铁、新加坡捷运工程、医院工程计划(约5亿令吉)、东海岸衔接铁道计划(约10亿令吉)及水务相关工程合约等。
(7)沙布拉能源受惠油价扬
沙布拉能源向来与国油合作关系密切,前首相敦马哈迪儿子莫扎尼原是该公司的大股东,惟最近沽售股权后退出。
该公司日前宣布与国油旗下公司共同开发3个天然气田,加上国际原油价格回扬利好,使价量齐升的股价颇有斩获。
(8)合顺油气获国油合约
合顺油气为政府相关机构—国民投资公司(PNB)的子公司,称为政治或大选概念股实不为过。该公司最新企业消息,为获得国油勘探颁予一项工程合约,以为后者提供460K钻油水力工作平台的服务。
(9)联昌或跳空大涨
联昌集团为政府国库控股旗下金融臂膀。
分析员认为,联昌集团重演第13届全国大选完结后跳空大涨的指数蓝筹股之一,值得加以关注。
丰隆研究最新研究报告指出,预料联昌集团的2018财政年业绩表现将进一步改善
2018-04-10 09:42 | Report Abuse
不管了,bought just now below rm8.90
2018-04-10 08:21 | Report Abuse
Serbadk Dinamik Kick Start RM1.0 billion PENGERANG PROJECT.
2018-04-09 16:52 | Report Abuse
明天一旦有correction prcie 我就会去买。
2018-04-09 16:50 | Report Abuse
Mostly KYY eaten when sellers sell thier shares today.
HENGYUAN 绝对不应该跌破RM13.00这个support few weeks ago.
2018-04-09 16:47 | Report Abuse
HENGYUAN PE danm CHEAP.
2018-04-09 16:19 | Report Abuse
PENGERANG, Johor (April 9): Energy solutions provider Serba Dinamik Holdings Bhd said it is "nearing the end" of a discussion for a potential acquisition of a US firm and expects to conclude the deal this year.
“When that acquisition happens, then we would have covered the entire geographic coverage as a multinational company. It (The deal) should complete within this year,” its group chief executive officer Datuk Dr Mohd Abdul Karim Abdullah told reporters at the ground breaking ceremony for the Pengerang Eco-Industrial Park (PeIP) project here today.
He said the group’s order book stands at RM6.2 billion.
“We are targetting for an order book of RM7.5 billion this year,” Abdul Karim said, adding that the target is higher than last year.
Serba Dinamik's tenderbook, meanwhile, stands at RM12.5 billion, comprising operations and maintenance, engineering, procurement, construction, and commissioning (EPCC), as well as information technology service projects.
The PeIP project, with an estimated cost of RM1 billion, involves the development of Malaysia’s first maintenance, repair and overhaul and inspection, repair and maintenance global centre of excellence, a plant turnaround village and a technical vocational education and training (TVET) city. It is expected to be completed in two years.
The ceremony was officiated by Johor Menteri Besar Datuk Mohamed Khaled Nordin, who is also chairman of PIJ Holdings Sdn Bhd. Perisind Samudra Sdn Bhd is a wholly-owned subsidiary of PIJ, and the manager of the PEIP project.
During the event, Serba Dinamik also signed a memorandum of understanding with Perisind Samudra Sdn Bhd, Skills Johor Sdn Bhd, Johor Skills Development Centre, Malaysia Relief Agency, for TVET to develop relevant skills in compliance with industrial standards for Malaysians.
Abdul Karim said this will serve as a regular supply of skilled resources for the oil, gas and petrochemical industries in Pengerang.
At 3.13pm, Serba Dinamik shares were up 13 sen or 4.51% at RM3.01, with 1.81 million shares done, bringing a market value of RM4.41 billion.
https://www.theedgemarkets.com/article/serba-dinamik-conclude-deal-buy-us-firm-yearend
2018-04-09 12:13 | Report Abuse
HENGYUAN原本就是值rm10.00++++++++++++++++
2018-04-06 21:43 | Report Abuse
就是要趁着scary situation 才慢慢地累积票。
2018-03-24 19:49 | Report Abuse
For me, I bought for dividen.
2018-03-22 16:34 | Report Abuse
Also collected 15 sen, wow !!!!
2018-03-22 07:33 | Report Abuse
Yesterday I just watched EDARAN until I forgot to see Picorp this small turned black Earning and dividen propose company. I ingat Picorp masih at 18-20 sen, so I dint see it. I missed the boat yesterday.
2018-03-15 17:08 | Report Abuse
Tak dapat pun satu ticket kat 18 sen.
18.5 sen pun kena tunggu lama-lama hari ini.
Stock: [GKENT]: GEORGE KENT (M) BHD
2018-05-22 10:49 | Report Abuse
慢慢收住啦你的票。
If Rm3.80 or higher than rm3.80 with 10K shares, ALREADY LOSS RM13,000.
Guess this guy NOT only collected 10K during or before GE14 as a lot of investors expected Barisan National won't KALAH