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2016-12-07 11:35 | Report Abuse
如果依据文章的计算,就算用12倍的市盈率而不用作者的15倍,EKOVEST的目标价应该至少是RM3.00.
2016-12-07 11:29 | Report Abuse
很好的文章,如果可以翻译成中文就更好
2016-12-07 11:21 | Report Abuse
很奇怪的论点
Posted by Ramada > Dec 7, 2016 11:11 AM | Report Abuse
Luckily I sold WB at 1.35 few weeks ago. Don't know why this counter deserves such high p/e ratio.
2016-12-07 11:20 | Report Abuse
Investment Highlights – GKent’s outstanding orderbook swelled to RM5.9 bln following the recent award of the MRT 2 system works package and the Tanjung Karang Hospital on a design and build basis. It expects a double digit three-year revenue and net profit CAGR of 11.2% and 44.9% respectively to RM485.5 mln and RM85.5 mln in 2018. The group has consistently paid out 42.0%-57.0% of its net profits as dividends for the past 4 years and has declared a second interim of 2.0 sen a share, which is payable on 13th January 2017.
At this juncture, we think that GKent’s valuation offers a slight upside given that the group is trading at a forward PER of 12.5x in FY18, below its peers PER of 13.0x-16.0x.
By M+ Online Research Articles
2016-12-07 00:58 | Report Abuse
Wish you good luck, Calvin, I know most of your recent picks are doing very badly. You need more luck.
Posted by 明天会更好 > Dec 7, 2016 12:49 AM | Report Abuse X
One last thing, if your criteria of buying or selling shares is focusing on who buy & who sell, then good luck to you.
2016-12-07 00:57 | Report Abuse
Wherelse, Kok Onn sold his shares ahead of release of very bad results.
2016-12-07 00:56 | Report Abuse
Oh, before I go to bed, Calvin, just to remind you that Khoo Nang Seng sold his shares ahead of release of good results.
2016-12-07 00:55 | Report Abuse
Yes, John Lu, I read many comments about Calvin. Thank you.
2016-12-07 00:54 | Report Abuse
What is the quantum? He is now 70+, what can you expect?
2016-12-07 00:53 | Report Abuse
Calvin, I am very surprise on your statement, I thought you supposed to have good knowledge about stock market, it end up it is not, you are just want to say whatever sided to you, even though it involved manipulating facts.
2016-12-07 00:49 | Report Abuse
One last thing, if your criteria of buying or selling shares is focusing on who buy & who sell, then good luck to you.
I can't agree with what you said on Ekovest's director dumping, are you sure he is director? Please open your big eyes to read carefully.
2016-12-07 00:46 | Report Abuse
Calvin that's why you are never able to earn respect from many forum members here. Please read carefully
Posted by 明天会更好 > Dec 6, 2016 11:43 PM | Report Abuse X
Once profit drop, price drop, also please refer to Gadang.
2016-12-06 23:51 | Report Abuse
Then Malaysia steel export will be imposed anti dumping duties by Euro , just like Vietnam, because of its strong connection with China steel makers. That will be disaster in making.
2016-12-06 23:43 | Report Abuse
Once profit drop, price drop, also please refer to Gadang.
2016-12-06 23:42 | Report Abuse
Please look at Gadang, Ekovest & GKent. These are very good examples. Profits are growing every year, prices are also growing in tandem with the profits.
2016-12-06 23:41 | Report Abuse
Calvin, stock price will only sustain if the profits generated is increasing year after year. Stock price won't sustain if purely look at NTA, investment or assets.
2016-12-06 23:38 | Report Abuse
(吉隆坡9日讯)怡克伟士(EKOVEST,8877,主板建筑组)今年至今攫获4亿1300万令吉取新工程,令手握工程合约总值达49亿令吉,相等于2016财政年营业额的7.9倍,比同业平均的1.7倍至3.8倍之间遥遥领先,分析员看好稳健工程订单。
2016-12-06 23:36 | Report Abuse
59亿订单在手,最新4季度总营业额是7亿,Order book coverage = 8.4 times, very strong support on the price
2016-12-06 23:32 | Report Abuse
Latest EPS was 4.69, annualised = 18.76, at current price RM2.23, PE only 11.9
If adjust for special & final div 28 cents, adjusted price will be RM1.95, giving adjusted PE at 10.4!!!
OBVIOUSLY UNDER-VALUED!
2016-12-06 23:28 | Report Abuse
Very steady results, but a bit of pricey
2016-12-06 23:27 | Report Abuse
Change in ownership & founder decided to call it a day, good or bad?
2016-12-06 23:26 | Report Abuse
Strong management with proven records, but outstanding order book is making everyone worrying. Management needs to get more projects sooner possible rather than later.
2016-12-06 23:24 | Report Abuse
Profit margin to thin, not convincing as other construction companies delivered better profit margin.
2016-12-06 23:23 | Report Abuse
This is good company with proven records & more to come
2016-12-06 23:22 | Report Abuse
This is deeply undervalued stock, buy when others fear
Stock: [PESONA]: PESONA METRO HOLDINGS BHD
2016-12-07 11:44 | Report Abuse
很高的市盈率,看不透内里的文章,但很强的赢取工程能力,个人决定先看看它下一个财政季度的成绩再作打算,大家加油!