Posted by VenFx > 2017-06-06 00:31 | Report Abuse

U use the wrong peer lar.
Cihldg = minyak masak producer
Mlglobal= their Big Move expected to be 2018
Pls chk the rest ....

Posted by VenFx > 2017-06-06 00:32 | Report Abuse

U should match Gkent with Wct /Gamuda/Ekovest & ijm

Posted by lizi > 2017-06-06 00:44 | Report Abuse

wtf is this peer comparison?

Posted by value_trading > 2017-06-06 07:46 | Report Abuse

VenFx FYI. Cihldg-C.I. Holdings Berhad companies are currently involved in the manufacturing and trading of water taps and other plumbing accessories and also is involved in dealership and distribution of household fittings and appliances; and trading of sanitary wares and related products.
All these companies are involved in provide water supply accessory. Nature of business same as GKENT

Posted by potenza10 > 2017-06-06 08:06 | Report Abuse

hahahaha...funny peer comparison!

Posted by Jay > 2017-06-06 08:36 | Report Abuse

if gkent has stayed as a water meter company, the price would have stayed there as well. construction companies don't grow at a constant %, it all depends on the orderbook and gkent's orderbook is often misunderstood as bulk of it is LRT PDP. simply assume a constant growth rate at your peril

Posted by paperplane2016 > 2017-06-06 08:56 | Report Abuse

yeah. once order book die , it die

Posted by Wealth_seeker > 2017-06-06 09:25 | Report Abuse

Well written value seeker, simple and easy to understand.

Gkent, at price of 4.23, total equity & dividend growth at 31.25%, cash value per share at 23.48%, a high ROE company, is definitely a sound investment. The only step-backs are its low dividends yield (might due to its price being pushed up) and orderbook basis.

Posted by VenFx > 2017-06-06 09:45 | Report Abuse

Value_trading, it was ages ago CIhldg in the tap fittings marketing by HongLeung last time. The peers u mentioned has already mis matching.

Posted by pputeh > 2017-06-06 11:40 | Report Abuse

Comparing apples and oranges. Should compare apple & apple, or orange and orange. Since GK is in the construction business comparison should be with Gadang, Ekovest, IJM or Gamuda

Posted by stockintalk > 2017-06-06 21:16 | Report Abuse

VenFX, u r right!
奇怪竟然拿Mlglobal与Gkent作比较。
MlGlobal 的PE 54.75x 是2016年的，
现在再看Fy2017.
Mlglobal 值RM1.80 至少。
他的PE 会在2017被调低.
Fy2017 Mlglobal超暴涨！

Posted by stockintalk > 2017-06-06 21:19 | Report Abuse

Mlglobal 在Fy2017年EPS 增长会另您吃惊！