1 person likes this.

14 comment(s). Last comment by excelyou 2017-03-11 22:03

Posted by cresbinvest > 2016-10-20 13:03 | Report Abuse

Yes, it will.

optimus9199

2,794 posts

Posted by optimus9199 > 2016-10-20 13:35 | Report Abuse

It is wrong to compare an apple with an orange..

Posted by cresbinvest > 2016-10-20 13:59 | Report Abuse

Pohuat was bullish (at that time) in export theme, while Gadang is bullish (now) in construction theme.

The One •

2,949 posts

Posted by The One • > 2016-10-20 14:21 | Report Abuse

Gadang is a fundamentally sound company with still a low P/E of about 8 only. FA & TA look good. Thus.. of course !!

Posted by qiqimon5566 > 2016-10-20 15:23 | Report Abuse

WTF FUNNY POST, compare like this...

SALAM

1,072 posts

Posted by SALAM > 2016-10-20 17:09 | Report Abuse

Thank you for the effort and sharing.. However, one is more solid than the other, what say ?

8wpwtmt8

2,949 posts

Posted by 8wpwtmt8 > 2016-10-20 17:26 | Report Abuse

Dear SALAM, which one is more solid?

8wpwtmt8

2,949 posts

Posted by 8wpwtmt8 > 2016-10-20 18:21 | Report Abuse

Posted by excelyou > Oct 15, 2016 12:05 AM | Report Abuse

Based on the circular, the entitlement date shall be end of November 2016.

I hope it can reach RM4.50 in 40 days. I guess everyone will be happy too.

The One •

2,949 posts

Posted by The One • > 2016-10-20 20:52 | Report Abuse

Yes.. agreed.. looking forward.. :)

calvintaneng

56,457 posts

Posted by calvintaneng > 2016-10-20 22:32 | Report Abuse

GADANG IS NOT POHUAT

POHUAT (POWER HUAT) LEVERAGED ON THE EXPORT THEME OF LOW RINGGIT. POHUAT ALSO GOT ADVANTAGE OF LOW COST WAGES & FACILITIES IN VIETNAM.

AS FOR GADANG THE EUPHORIA OF TODAY MIGHT END UP LIKE A COLD TURKEY WITHDRAWAL LATER WHEN REALITY COMES INTO FOCUS

SEE CALVIN'S VIEWS

BIG RED FLAGS LAH!

1) FORGET 16.7% FROM CAPITAL CITY 21. IT WAS A WRONG USAGE OF INDUSTRIAL LANDS FOR COMMERCIAL PURPOSE. LANDS SHOULD BE DEVELOPED AS FACTORIES. NOW THE VALUE OF LAND WILL BE STUCK LIKE A SORE THUMP!

THIS PIECE OF 16.2 ACRES LAND IN JOHOR IS SITUATED IN THE MIDST OF FACTORIES IN A MALAY MIDDLE CLASS REGION. AND THIS LAND WITH BOOK VALUE OF RM21.3 MILLIONS WILL BE STUCK IN LIMBO FOR A LONG LONG TIME

SO THERE ARE 2 LOSSES

A) LOST OF PROJECTED REVENUE OF 16.7% DUE TO MISCALCULATION. ANGSANA COMPLEX WHICH IS BETTER LOCATED IS NOW FACING DOWNTURN. HOW COULD CAPITAL CITY 21 THRIVE IN A SECLUDED PLACE?

B) RM21.3 MILLIONS LOCKED UP IN A WHITE ELEPHANT WILL BE LONG TERM PAIN.

2) DIRECTOR IS NOT JUST SELLING A FEW THOUSAND SHARES TO MEET SOME NEEDS. A RM5.5 MILLION SHARES DISPOSAL COULD ONLY MEAN THAT GADANG IS NOW OVERVALUE.

3) BY ALL CONSENSUS - WHEN MR MARKET IS ALMOST 100% IN AGREEMENT THAT GADANG IS A GOOD BUY - ALL THE PEOPLE HAVE ALREADY FULLY EXPOSED TO THE EUPHORIA.

EUPHORIA IS NOT THE TIME TO BUY. WE SHOULD BUY INTO PESSIMISSM & SELL INTO EUPHORIA

MY GREAT SIFU TOLD ME THIS, "TO BE GREEDY WHEN OTHERS ARE FEARFUL; AND TO BE VERY FEARFUL WHEN OTHERS ARE GREEDILY BUYING" MY SIFU'S NAME IS - WARREN BUFFET

calvintaneng

56,457 posts

Posted by calvintaneng > 2016-10-20 22:35 | Report Abuse

Calvin thinks Gadang's ExBonus Price Chart Will look like

One in between FIAMMA & POHUAT.

It will be just above average but not spectacular.

So those who OVERPAID will SUFFER FOR ITS CONSEQUENCES LATER

Posted by stocktrader3 > 2016-10-20 23:49 | Report Abuse

i think this kind of comparison is more toward speculatice. focus on its business/earning prospect is better bet.

8wpwtmt8

2,949 posts

Posted by 8wpwtmt8 > 2016-10-21 00:18 | Report Abuse

After ex-all, Gadang will also be like Pohuat with target price of RM2.00 for the mother share and RM1.20 for the warrant. Condition: Must wait for MRT2 and LRT3 end of this year.

excelyou

1,255 posts

Posted by excelyou > 2017-03-11 22:03 | Report Abuse

8wpwtmt8

After ex-all, Gadang will also be like Pohuat with target price of RM2.00 for the mother share and RM1.20 for the warrant. Condition: Must wait for MRT2 and LRT3 end of this year.
21/10/2016 00:18

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