Erkongseng,gkent 即使回购10%股票,也未必会起,一起会有很多人抛。現在股价合理又有什么用,要等到何時何年啊。。。。。用CMSB 的走势來比,3个月内起回$3应不是问題,它也是大选后糟央的股票,买卖股票别太注重那只股,太自信没有好处的。看Sapura energy 的结果就明白了。祝大家有钱賺啊。
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 | 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 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
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。 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。
ph 也不是没理性,打压一间健全公司过大而造成项目停顿不是好事,lrt3的项目己进行中,反应会確保它完成有利民生,公司赚钱然后可以还银行,一切正常营运,gkent30大股东很多是投行基金,他们也会见便宜而買入. Ph is not irrational, it is not a good thing to suppress a sound company oversized and cause project suspension. The lrt3 project has been in progress. The response will ensure that it will be beneficial to the people's livelihood. The company will make money and then it will return the bank. All normal operations, many gkent30 shareholders It is an investment bank fund. They will also buy it cheaply. 01/06/2018 09:33
b)另一个计算: 过去3年平均赚副为9.9+16.9+20.2=46.4 46.4/3=15.46 年营业额约6亿,净赚92.8M 92.8M/563M股数=每股净利(eps)为16.4仙 PE=12,股价=RM1.96 订单佔大多数的LRT3(45亿)于2020年完工。 因此尚有2年时间收入. 只供参考,買卖自负. a) Individual 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 2 years of income, which is 59 sen/2 = 29.5 sen per year. Water meter business takes 20 million net profit per year, with a net profit of 3.5 cents per share Total annual net profit per share (eps) is 29.5+3.5=33 cents Take pe=8 times, stock price=RM2.64
b) Another calculation: The average earnings for the past three years is 9.9+16.9+20.2=46.4 46.4/3=15.46 Annual turnover of about 600 million, net profit 92.8M 92.8M/563M shares = Net profit per share (eps) is 16.4 cents PE=12, stock price=RM1.96 The majority of LRT3 orders (4.5 billion) will be completed in 2020. Therefore, there are still 2 years income. For reference only, trading at your own expense. 01/06/2018 10:48
hsr (暂取消),mrt3(暫取消),ecrl(还未擱致或取消),这三个项目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 ,医院建设,水表业务等。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。 Hsr (provisional cancellation), mrt3 (provisional cancellation), ecrl (has not been revoked or canceled), these three items have not been included in the company's order, whether the presence of the company has no effect, 4/6/2018 shares After the stock repurchase, it will see a steady rise in stock prices, and the impact of short-term negative news is over. GKent's order of 5.6 billion includes mrt2, lrt3, hospital construction, and water metering services. Do you think that gkent is still looking for orders in the future, not just thinking negatively? Isn't investment like this? Buy low and sell high, just share. No need to trace. 02/06/2018 14:30 1)GKENT身为半个PDP可以拿RM9b的50%, 而盈利则是RM9b*50%*6%= RM270m, 注明:以上为夜月大大的计算,他是合格的金融系畢业。 http://moonitez89.blogspot.com/2018/05/gkent.html
Can tell who has brains here and who doesnt, dont even know what is order book, egm is in the morning, once approve, there will be a base for gkent share price, only buy below rm1.20
Posted by Primeinvestor > Jun 4, 2018 07:43 AM | Report Abuse Can tell who has brains here and who doesnt, dont even know what is order book, egm is in the morning, once approve, there will be a base for gkent share price, only buy below rm1.20
Posted by erkongseng > Jun 4, 2018 07:54 AM | Report Abuse 早前投行像HLBG,RHB,KENANGA有推荐買入,目标价都过3元,你想还会继续下跌吗?主要项目LRT3 于2020年8月完工,净利保证还有2年,也就是2019.2020财政年净利仍然美丽,你想股价都会停留在2元内吗?
1) Gkent's TRUE orderbook should be ard 1.5bil, not 5.5bil. 2) Gkent will never rebound to RM3. 3) At below RM1.2, it is cheap.
4) At this moment, Gkent will still be busy for another 2-3 years, if no new project = gg.
5) Gkent's market cap is 721mil today, (Company, not group) with 350mil of net cash, and retained profit of 171mil (maximum allowed to utilize for share buy-back) based on audited account year 2018.
6) EGM for share-buyback will happen in few hours, see if the Board is really determined to push the share price or not.
7) I believe the share price would be reasonable at 1.5x - 2.0x, however, leave this to be judge by the market.
Without any new construction projects, the company future profiteering is highly in doubt. The brass water meter is expensive in manufacturing cost. And the technology not irreplaceable by either other brass casting method or change the material to plastics.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
stockraider
3,637 posts
Posted by stockraider > 2018-06-03 17:58 | Report Abuse
cut loss like mad