Posted by Nikmon > 2018-05-31 14:43 | Report Abuse

ohh, final dividend may announce today, 1 or 2 cent i guess..

Posted by KLCI King > 2018-05-31 14:44 | Report Abuse

Now I realised this erkongseng like to talk misled things, he never want to know the fact but kept spreading false news.

Gkent has NEVER had 5.6bil projects in hand, please go read this, unless someone pretending blind OR HE IS STUPID:

https://klse.i3investor.com/files/my/blog/img/bl2751_gkent_comments.jp...

erkongseng 许多股友被驚嚇了，哈哈哈！mrt3.hsr或迟些ecrl的项目都不在56亿订单内，水表从不倒走滴。昨天的血冼RM1.12相信己是近期最低价了。历史不走回头路，向前看到阳光！
31/05/2018 12:40

Posted by allenroy > 2018-05-31 14:47 | Report Abuse

Nikmon ohh, final dividend may announce today, 1 or 2 cent i guess..

not today......where u get the info

Posted by allenroy > 2018-05-31 14:48 | Report Abuse

call the investor relationship officer of gkent.......if want to know the real situation....+603 8064 8000.....ha ha ha

Posted by treasurehunter > 2018-05-31 14:50 | Report Abuse

GKent had received RM300 mil cement contract from ECRL previously

Posted by Nikmon > 2018-05-31 14:51 | Report Abuse

@allenroy, i guess...based on history

Posted by goreng_kaki > 2018-05-31 15:08 | Report Abuse

cheap cheap can buy

Posted by Patrick13 > 2018-05-31 15:54 | Report Abuse

Annual report 2018 already released and too bad no final dividend declared to us.

Posted by poorinvestor > 2018-05-31 16:24 | Report Abuse

Where u see the report ? The price bouncing up

Posted by Patrick13 > 2018-05-31 16:26 | Report Abuse

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1062220

Posted by Calvinharris > 2018-05-31 16:35 | Report Abuse

Biar Gkent rebound , kalau tak tak adil bagi gkent.

Posted by Newplayer286 > 2018-05-31 16:38 | Report Abuse

水为财

Posted by allenroy > 2018-05-31 16:42 | Report Abuse

g kent tecnically strong....

Posted by PN17 > 2018-05-31 16:46 | Report Abuse

Finally Erkongseng can sleep well already！

Posted by Nighelanghelo > 2018-05-31 17:10 | Report Abuse

orderbook 5.6b as stated in HLinvest report
MRT2 is 9b 50% share works to 4.5b, the rest is hospitals etc.

Posted by Striker90 > 2018-05-31 18:29 | Report Abuse

Hahaha, His cost is way above i believe.. Lol

Posted by 771495526 > 2018-05-31 20:16 | Report Abuse

To KLCI King, from annual report 2018, page 15: "The Group’s strong order book as at 31 January 2018 of RM5.6 billion will provide immense earnings visibility in the years to come." All these projects are outstanding lah, meaning.....not yet done lah. So, still got projects to do in the years to come. How come like that also don't understand? Don't get emo. I'm not vested by the way.

Posted by stockraider > 2018-05-31 20:19 | Report Abuse

back to 5.0

Posted by Nikmon > 2018-05-31 20:27 | Report Abuse

so cheap, crisis really create opportunity, else i won't have chance enter this counter with super cheap price. PE 5 only, 9% dividend, record high order book, 454 mil cash, record high profit.

now share price is record low.!!!!!! thk Tun M

Posted by Nikmon > 2018-05-31 20:30 | Report Abuse

read the annual report, all projects are on track. irony jaks all project keep delay but price still damn high....haha

Posted by RedEagle > 2018-05-31 22:12 | Report Abuse

US imposes steel and aluminium tariffs

US commerce secretary Wilbur Ross has confirmed that it will impose steel and aluminium tariffs on the EU, Canada and Mexico from midnight tonight.

The tariffs will be 25% for steel and 10% for aluminium. Amid fears of a trade war, Ross said if any party retaliated that did not rule out further negotiations.

He said talks with the EU had made progress, but not enough to continue an exemption from tariffs, which was due to expire tomorrow.

Posted by Datokim > 2018-05-31 22:25 | Report Abuse

Bought 750000K

Posted by huat stock > 2018-05-31 22:31 | Report Abuse

sapu time..now gkent is PH friend

Posted by Nighelanghelo > 2018-05-31 22:33 | Report Abuse

FY2018 revenue is $600m. Order book can last 5-10 years. Simple maths.
In a couple of years, govt will announce new mega projects.

Posted by koaykeelek > 2018-05-31 22:37 | Report Abuse

@ erkongseng
Thanks for sharing!

Posted by 4444 > 2018-05-31 23:39 | Report Abuse

GKent projects direct nego LGE?

Posted by 4444 > 2018-05-31 23:39 | Report Abuse

Besides that, Lim said the government should be able to save at least RM10 billion from spending cuts on high-priced projects such as those awarded via direct negotiation or a limited tender exercise, non-essential operating expenditure and certain big-ticket budget allocations for mega projects.
https://www.nst.com.my/news/nation/2018/05/375193/malaysia-meet-budget-deficit-target-28pct-2018#cxrecs_s

Posted by Primeinvestor > 2018-06-01 00:02 | Report Abuse

Simple maths for Gkent

RM460m net cash
water meter company at say 8x p/e= RM25m x 8x = RM200m
RM5.5b order book x 5% net margin = RM275m
Gkent TP assuming construction dont have new order book forever = RM460+200+275 = RM935m =RM1.66

assuming all construction is kosong = TP 1.18

no downside risk at all, whatever below 1.18 is a steal!

Posted by KLCI King > 2018-06-01 01:02 | Report Abuse

GKent's Contracts in hand = 5.6bil? NO, it is 1.4bil only!!! Don't be cheated
https://klse.i3investor.com/blogs/happyinvest/159078.jsp

Posted by KLCI King > 2018-06-01 01:05 | Report Abuse

Hello! Those who claim GKent is having 5.6bil order book, please come & prove your facts after reading my findings below:

GKent's Order Book in hand = 5.6bil? NO, it is 1.4bil only!!! Don't be cheated
https://klse.i3investor.com/blogs/happyinvest/159078.jsp

Posted by KLCI King > 2018-06-01 01:11 | Report Abuse

erkongseng, I mention you in my article, come & find out, it is interesting.

Posted by KLCI King > 2018-06-01 01:13 | Report Abuse

"PRASARANA Malaysia Bhd has appointed Malaysian Resources Corp Bhd (MRCB) and George Kent (M) Bhd as the project delivery partner (PDP) for the light rail transit three (LRT3), which is estimated to cost RM9bil."

"The PDP for the LRT3 project will earn a management fee of 6%".
https://www.thestar.com.my/business/business-news/2015/09/05/prasarana-appoints-2-pdps/

SIMPLE CALCULATION:
Project shared equally with MRCB = 9bil divided by 2 = 4.5bil
Management fee = 6% of 4.5bil = 270mil

CORRECTION:
RM270 million- LRT3
RM494 million - MRT2
RM642 million - Hospital in Putrajaya and Selangor

Total Order Book in Hand = 1.4 billion only

Posted by 5354 > 2018-06-01 04:23 | Report Abuse

How can take PE 12 when order books complete in 4 years? 82 sen cash+59 sen(profit from remaining order books)=141 TP?

Posted by erkongseng > Jun 1, 2018 04:01 AM | Report Abuse
Personal simple calculation:
Orders of 5.6 billion 6% earned deputy 336 million
336 million/563m shares = 59 sen net profit per share
The majority of LRT3 orders (4.5 billion) will be completed in 2020.
Therefore, there is still 4 years of income, which is 59 cents/4 = 14.75 cents per year.
Water meter business takes 20 million net profit per year, with a net profit of 3.5 cents per share
The total annual net profit per share (eps) is 14.75 + 3.5 = 18.25 cents
Take pe=12 times, stock price=RM2.19
For reference only, purchase and sales are your own.

Posted by pakatan_harapan2 > 2018-06-01 05:38 | Report Abuse

5354 that assumption is BN still in power and everything control by them. Now PH come to power they might check whether everything in order first. Eg PDP fee is it PH must pay? What condition is 6% must pay? If total contracts for LRT3 over RM 9 billion is PDP fee still payable?

Posted by mayongzheng > 2018-06-01 06:02 | Report Abuse

如果用25% margin of safety = 2.41
今天18/5/2018 股价是1.58
太多零，弄到我头晕。帮忙看看有没有算错。。。。。
其他因素：
1）water metering 市场老大.
2) selangor, penang, johor, negeri sembilan之前也和gkent买水表. 尤其是selangor penang, 应该跟希联政府关系不错下. 而且其他的也被希联拿下了......
3）Singapore, Hongkong 这些出名清廉的国家也有跟gkent买水表
4）gkent 手头的订单，应该会继续...看不到会被取消的理由...就算取消也有赔償...margin可能会減少，但问题不大，因为＂中间人费用“也会減少...
5）老板是生意人. 也会想办法和现任政府打好关系的....
6）gkent和德国Siemens有joint venture. 工程技术没问题。这些技术也难被其他本地公司取代.
7）除了MRT3, 也有其他工程合法，example： 建医院. 这个希联政府不会取消的...
8）大选前，老马一直唱巫统把国家卖给中国. 所以估计如果有新的政府工程合约应该会给本地公司..那gkent会比以前更加容易拿到工程.....
9）gkent share buy back 10%. EPS 立即增加10%.
10）老板，董事估了大部分的股权. 某blog说是80%. 所以市场留通的较少. 估计现在抛货的大多是散户.只要老板不大量抛售，应该不会跌到那里去...

Disclaimers: This is for educational purposes. This is not a buy/sell/hold call. Trade at your own risk.

http://oldfriendsinvesting.blogspot.my/2018/05/gkent-valuation-19-may-...
感谢以上大大的专业功课。感恩。
Posted by erkongseng > May 23, 2018 07:46 PM | Report Abuse
【独家】变天致2股暴跌引反思 卖空是双刃剑
http://www.mynewsapp.net/story.php?story=QdM9YmhE1V
Posted by erkongseng > May 24, 2018 05:16 AM | Report Abuse
http://kongsenger.blogspot.sg/2018/05/gkent-3204.html?m=0
Posted by erkongseng > May 24, 2018 10:25 AM | Report Abuse
哈哈哈哈！我的投资有人邦我算，谢谢你，1.94 /1.64 / 1.50 /1.35買入，怕我就不來了。
Posted by erkongseng > May 24, 2018 10:51 AM | Report Abuse
gkent这种可以卖空股，当回升时也是飞速的，至今並没任何的工程停止，只是股友自己恐怕，要卖要丢也差不多了，長线者可以进了，rm1.43
Posted by erkongseng > May 24, 2018 12:47 PM |

Posted by Khairul Hj Salleh > 2018-06-01 06:03 | Report Abuse

So how far can it go in next 3 months?

Posted by mayongzheng > 2018-06-01 06:03 | Report Abuse

chri----
投资亏胜自己负责，如你要跟风别怪他人，我不知什么时候给你说我陷害了，对你说声抱歉。努力学习吧。
Posted by erkongseng > May 24, 2018 03:29 PM | Report Abuse
chris--
股市每天进出的人太多了，为何你那么確定我赢了你的钱，哈哈哈，你真幼稚呀！自己检测吧，别把一切怪罪他人，好好反省吧。
Posted by erkongseng > May 24, 2018 04:52 PM | Report Abuse
哈哈哈，一个连原名字都不敢放的投资者，本身应也没什么诚信，你我不曾相识，无须和你计较太多，投资向来是很个人的，无须给他人套上悪名，祝你順利。
Posted by erkongseng > May 25, 2018 07:04 AM | Report Abuse
RM1.41
The happy future has seen.
Posted by erkongseng > May 25, 2018 09:10 AM | Report Abuse
3204己大跌过了，可短期进一些，1.41吸引人，因18.19年公司净利保证。
Posted by erkongseng > May 25, 2018 10:42 AM | Report Abuse
kaq 哈哈哈，投资有得也有失，何必太执着，放鬆心情才会体验到生活上的乐趣。
Posted by erkongseng > May 25, 2018 12:35 PM | Report Abuse
Kaq Hahaha, investment is profit and also a loss, why not be too persistent, relax and experience the joy of life.
Posted by erkongseng > May 25, 2018 02:18 PM | Report Abuse
18.19.20年的净利都还没进帳，是没有那么快回到纯水表业务的净利，谁能保证说gkent不能取得新订单，買入与守为良策，人棄我取RM1.41
Posted by erkongseng > May 25, 2018 04:03 PM | Report Abuse
hahaha, small case la
Posted by erkongseng > May 25, 2018 09:57 PM | Report Abuse
没错，大部分为驚慌的散戶于这段期间出售股份。買进股价回升时。
Posted by erkongseng > May 27, 2018 09:30 AM | Report Abuse
30/05/2018 21:39

Calvinharris https://malaysia.ihouse.ifeng.com/detail/2018_01_24/51364210_0.shtml
gkent 的订单56亿中含概mrt2.lrt3 ，並无包含mrt3的项目，以上只是说明计划会完工的。往好想是gkent未来还有望取得订单，而不是只往负面想，投资不是这样吗？低買高卖，只是分享。无须追踪。
Posted by erkongseng > May 27, 2018 09:50 AM | Report Abuse
https://www.channel8news.sg/news8/world/20180526-wld-msia-east-coast-r...
Posted by erkongseng > May 27, 2018 03:56 PM | Report Abuse
东鉄己完成19%工程建造了，99%是继续下去的，我国会参与一帶一路的双嬴，mrt3更是连续mrt1.mrt2的路线，也有利国家整体经济发展。
Posted by erkongseng > May 28, 2018 08:47 AM | Report Abuse
https://m.facebook.com/story.php?story_fbid=2016154765300125&id=15...
Posted by erkongseng > May 30, 2018 10:00 AM | Report Abuse
https://youtu.be/-mE35nVz2WM

Posted by erkongseng > May 30, 2018 10:23 AM | Report Abuse
kaq:thanks

Posted by erkongseng > May 30, 2018 11:11 AM | Report Abuse
ok,sell other stocks to all in gkent
Posted by erkongseng > May 30, 2018 12:05 PM | Report Abuse
muda i sell rm2.73

Posted by erkongseng > May 30, 2018 02:39 PM | Report Abuse
buy more rm1.19
Posted by erkongseng > May 30, 2018 02:41 PM | Report Abuse
https://malaysia.ihouse.ifeng.com/detail/2018_01_24/51364210_0.shtml
个人看法: 都说了睡觉的始终不醒，像lrt3.mrt3这些项目一定会继续完工的，这对gkent的收益没影响，至于ecrl,hsr 並未列入公司订单内，有无成行对公司没影响，4-6-2018的股大后，股票回购下就会见到稳定的股价回升，短期负面消息影响已完了。
gkent 的订单56亿中含概mrt2.lrt3 ，並无包含mrt3的项目，以上只是说明计划会完工的。往好想是gkent未来还有望取得订单，而不是只往负面想，投资不是这样吗？低買高卖，只是分享。无须追踪。

Posted by mayongzheng > 2018-06-01 06:04 | Report Abuse

George Kent RM5.6 billion contract on hand including:
RM4.5 billion - LRT3
RM494 million - MRT2
RM642 million - Hospital in Putrajaya and Selangor

They din get the HSR and ECRL contract as at todate.
Posted by erkongseng > May 30, 2018 04:00 PM | Report Abuse
buy in rm1.17
Posted by erkongseng > May 30, 2018 05:53 PM | Report Abuse
56亿订单未释放出资本。水表业务照常。1.13超级便宜，卖地，卖车，卖屋。再買。

Posted by SI MUKA PUCAT.

Posted by mayongzheng > 2018-06-01 06:11 | Report Abuse

GKENT.
1. Unqualified Mega rail infrastructure company.
2.suspected curruption case .(MACC closed fail of is of Najib's fren)
3. Mostly Order book in hand from NOT OPEN TENDER by NAJIB.
4. Currectly price too HIGH. Rm1.20 equally to 5X b4 bonus and share splited, RM6.00.( fair price ONLY RM2.00 ) Gkent worth rm0.40 nowadays.
5. AGM delay , management are afraid of current uncertainties of GKENT in future even though have large order book in NAJIB's Era.

Posted by pakatan_harapan2 > 2018-06-01 06:14 | Report Abuse

RM 4.5 billion order books from LRT3 is paid through PDP fee which got condition. Cannot count in yet.

Posted by pakatan_harapan2 > 2018-06-01 06:18 | Report Abuse

LGE(or Tony Pua) should study more on PDP fee clause whether payable if total LRT3 contract exceed RM 9 billion.

Posted by 4444 > 2018-06-01 06:21 | Report Abuse

If TP RM 2-3 why Mr Tay Kay Hock dare not buy now?

Posted by christophertopher > 2018-06-01 07:24 | Report Abuse

4444, 你抓到了重点！

Posted by christophertopher > 2018-06-01 07:47 | Report Abuse

早安各位。
关于以下的事情，信不信由你。
本人已经写了一份公函致MACC.
内容就在这里透露一点。
1. DICADANGKAN GEORGE KENT MALAYSIA BERHAD DISIASAT DIBAWAH AKTA RASUAH DALAM TENDER LRT2,LRT3, HOSPITAL JOBS UNTUK BEBERAPA TAHUN YANG LALU SEMASA PEMERINTAHAN BARISAN NATIONAL.

2. GEORGE KENT MALAYSIA BUKAN PAKAR DALAM PEMBINAAN MEGA INFRASTRUCTURE PROJEK, SEDANGKAN SYARIKATNYA MENDAPAT BANYAK TENDER JOBS DARIPADA KERAJAAN PERSETUKUAN BARISAN NATIONAL.

3. ADA REKOD YANG MENUNJUKKAN BAHAWA GEORGE KENT MALAYSIA TIDAK MEMILIKI KEPAKARAN DALAM MENERIMA KEPAKARAN KERJA DALAM LRT2,LRT3.( MAHUPUN MENJADI PDP FEE DALAM LRT).

4. DIHARAPKAN PIHAK MACC MEMBUKA SEMULA FAIL UNTUK MENYIASAT SEMULA KERJA-KERJA YANG DIMILIKI (Current Order book)
YANG MEMBABITKAN PEGAWAI TERTINGGI GEORGE KENT MALAYSIA KHUSUSNYA MEMPUNYAI HUBUNGAN RAPAT DENGAN DATUK SERI NAJIB TUN RAZAK. (DIMANA KERJA-KERJA MEGA INFRASTRUCTURE INI TELAH DIBERIKAN SECARA TERUS DAN SECARA LANGSUNG KEPADA GEORGE KENT MALAYSIA IAITU SAHABAT YANG AMAT RAPAT DENGAN DATUK SERI NAJIB.)

SEKIAN , TERIMA KASIH.

（这一封信，没有通过email ，而是通过Pos 方式，直接抵达反贪会负责人手中）
目前，相信不会有任何消息，因为MACC 忙着调查1MDB。
而且，刚刚开档调查Tengku Adnan 买卖土地弊案）

Posted by Primeinvestor > 2018-06-01 07:52 | Report Abuse

40 cents, hahahaha, i would ask my private investor to do a general offer at 50cents, net cash already 84 cents la dude

Posted by wenlijianqinyun79 > 2018-06-01 07:55 | Report Abuse

http://www.klsescreener.com/v2/news/view/386549

Posted by wenlijianqinyun79 > 2018-06-01 07:57 | Report Abuse

现在不是看它的现金有多少，prime.
而是它的前途。

股票是看公司未來發展預期，過去數字是一種參考。
或有時股價之前太過虛高，基本面沒有變壞也會下跌。

Posted by YLR33 > 2018-06-01 07:57 | Report Abuse

Eks did not deny the Gk revenue for lrt3 is 270m and he book the whole 270m as profit, wah very good, zero cost, 100% profit

Posted by wenlijianqinyun79 > 2018-06-01 07:59 | Report Abuse

I believed MACC able to find out more and more unqualified of GKENT.

Posted by Maurice1688 > 2018-06-01 08:05 | Report Abuse

I believe by spreading negative news here, we can collect at cheaper price. Tp 0.5