Brother and sister buy Iris better than mutants Buy iris got Trs project guarantee making HIGH profit . Monopolized Trs project guarantee making HIGH profit for Five years.Buy ......
Shock waves to highway jobs? A press article stated that the Selangor state government is looking to review all federal government-initiated new highway jobs in the state. This is unexpected but not hugely negative for the sector as highway jobs comprise less than 15% of total outstanding works of RM150bn, and account for a minimal share of the tender book of most contractors under our coverage. The biggest loser by our estimates would be Mudajaya. The rest are not heavily exposed to highways that are likely to be at risk. Maintain Overweight. Gamuda, which has zero exposure to highways, remains our top big cap pick. Muhibbah Engineering, which is keen to pursue packages from the awarded and approved WCE, is still our preferred small/mid-cap pick.
haha! they like to speak for future. Look at the Puncak and you know. Before that, all push up their TP for "possible deal" with Selangor Gomen. Now, Gomen says no for now, they all lower TP big time. This speculators, haha!
Guys if local fund are not buying then what so special about fairfax?? Now i think the firing of the first powerplant is just round the corner,, eventhough if it fires how much it can go up?? Order book had depleted badly,, earnings risk are already emerging
share price up or down is highly depending on investors' sentiment. The earnings from the power plants will be tiny as compare to its construction arm for mid term. Take a look at Eco World. Even though it has strong future growth potential, however, according to CIMB's forecast, its current PE is as high as 64x/35x/22x at recent price of around 2.10. My point is, share price highly depending on investors' sentiment. The effect is exponential since TP looks at future (2 to 3) financial years ahead.
BRT project goes large-scale For the first time, a press article featured details of SPAD's plans for the Bus Rapid Transit project. The RM18bn estimated value for the 12 BRT routes was a positive surprise. Also, there are four new BRT lines costing c.RM6bn which is a high priority for SPAD. In our estimate, the open tender phase could begin in late 2H15. We believe the immediate potential beneficiaries are likely to be smaller/medium-sized contractors as major players already have their plates full. Sunway (Add) has nearly completed the country's first BRT job in Bandar Sunway. It has the competitive advantage and track record to bid for more BRT contracts. Maintain Overweight, with BRT as potential catalysts. Gamuda and Muhibbah Engineering are our top picks.
Last report stated VO amounted RM700mil was unable to claim and thus company lost profit for the last quarter.
VO is variation order. They submitted VO to the client to claim back the money. VO for sure can claim back, it's depends how long they need to take to fight back for this money. Client can be nasty to keep dragging for this payment.
To me I don't see Mudajaya making loss profit, just that they didn't manage to grab their profit for the last quarter.
Terdapat tiga(3) perkara yang wajar diberi perhatian.
Pertama, wang kecurian berjumlah RM90 juta. Mustahil perbuatan ini dilakukan pekerja taraf macai.
Kedua, kecurian dikaitkan dengan "pekerja" yang sudah meletak jawatan. Setahu saya, Pengarah Urusan En. Ng Ying Loong tetiba angkat kaki pada 31-12-2014. Sumber: eresearch.bursamalaysia.com/download.aspx?id=12528&type=research
Ketiga, laporan kewangan kerugian berjumlah RM90 juta dan perletakan jawatan En. Ng berlaku pada waktu yang sama.
Why this company will always has some complicated issues, this time they even cannot have a proper audit on their finances standings.. this shows clearly the management quality had degraded badly..
Johnny Cash, I understand that one of my friends Angie has earlier warned you as soon she noticed Mudajaya resorted to selling their machineries last year. But you chose to listen to Muda's Benjamin who managed to convince you that the selling was for the old assets.
Misaikuda i do not understand what you are saying as far as i know i did not listen to anybody on things or issues on mudajaya in the past.. if they are saying something i can listen to it but to trust it or not is a different story..if i m listening to it that does not mean i m trusting it
Misaikuda whatever i had talked to muda s benjamin i had shared here on this site, but if people want more details then please contact him directly, but want to trust or not to trust him is a different story that is the risk we have to take
No point talking to Benjamin anymore. This guy has no intergrity who will only talk things you want to listen, and keep the dirts under the carpet. I'm lucky to abandon this ship at 2.55.
Muda s benjamin did told me why they are selling assets in construction sector because they have a future planning to deviate completely into power sector..
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....
facai
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Posted by facai > 2015-03-04 09:05 | Report Abuse
Semcorp power plant in india start operation oleli...