Posted by Lee Jeng Shi > 2018-08-28 22:44 | Report Abuse

I believed the margin could be due to contracts that they are having. Since this is a service providing company, sometimes the margin on certain project could be really good but some maybe low due to competition or client squeezing. Increasing revenue is a good sign but have to monitor more on the report what causes the profit dropped.

Posted by nyj > 2018-08-29 07:59 | Report Abuse

There were some project having some delay and much higher receivable that could not reflect on new accounting system.

Posted by value88 > 2018-08-29 09:52 | Report Abuse

This quarter's lower performance was mainly due to the loss made in Air Cond sub-division resulted from cost overrun and margin compression, as well as the provisions made for receivables and slow moving stock for this division.
The Capital 21 is nearing completion and Variation Orders are potential to materialise, and hope this can again turn the Air Cond sub-division from red to black.

The revenue of the Group has been increasing, thanks to other divisions have been doing good in contract execution. The contract delays experienced by Environment and Plumbing sectors have eased and should see further improvement in subsequent quarters.
The PE multiple calculated with core EPS is merely 9x at 73sen per share. AWC deserves >10x PE multiple as given by analysts. Thus, i suppose any fall in price due to the relatively poorer performance in this quarter presents opportunity to collect.

Posted by Lee Jeng Shi > 2018-08-29 10:50 | Report Abuse

Thanks value88 for clarification.

Posted by Lim Tek Wai > 2018-08-29 11:16 | Report Abuse

This is a winning stock....best of the best

Posted by gayinvestor > 2018-08-29 11:23 | Report Abuse

Exactly, I am getting more, then can buy boat soon. Furthermore acquisition of Trackworks will diversify their operation as well as $20m profit guarantee for FY19. Can't go wrong

Posted by Fantastico > 2018-08-29 21:45 | Report Abuse

waiting to hit 90 cents in 1 month

Posted by yeye toto > 2018-08-30 00:45 | Report Abuse

waiting this stock up until my neck very long

Posted by Fantastico > 2018-08-30 12:40 | Report Abuse

slow and steady wins the race, if you can't hold sell to me

Posted by Chow Joson > 2018-08-30 18:31 | Report Abuse

buy in 6

Posted by yeye toto > 2018-08-31 00:37 | Report Abuse

i bought in was 1.14. seems like longggg highway to go

Posted by Davidl > 2018-09-04 16:30 | Report Abuse

Start uptrend?

Posted by Davidl > 2018-09-05 13:33 | Report Abuse

Seems like uptrend towards 1.00

Posted by Fantastico > 2018-09-05 18:38 | Report Abuse

no uptrend lah down today

Posted by SamBeng > 2018-09-05 20:31 | Report Abuse

Particulars of Director

Name DATO' AHMAD KABEER BIN MOHAMED NAGOOR
Descriptions(Class) Ordinary shares
Details of changes

No
Date of change
No of securities
Type of transaction
Nature of Interest
1
03/09/2018
259,600
Acquired
Direct Interest
Name of registered holder Dato' Ahmad Kabeer Bin Mohamed Nagoor
Description of "Others" Type of Transaction
Consideration (if any) RM0.725 per Share
2
04/09/2018
862,000
Acquired
Direct Interest
Name of registered holder Dato' Ahmad Kabeer Bin Mohamed Nagoor
Description of "Others" Type of Transaction
Consideration (if any) RM0.765 per Share

Circumstances by reason of which change has occurred Acquisition via open market
Nature of interest Direct Interest
Total no of securities after change

Direct (units) 11,735,200
Direct (%) 4.353
Indirect/deemed interest (units) 82,750,000
Indirect/deemed interest (%) 30.693
Date of notice 05/09/2018
Date notice received by Listed Issuer 05/09/2018

Posted by SamBeng > 2018-09-05 21:33 | Report Abuse

Big boss acquired

Posted by Yael Jasper > 2018-09-06 10:34 | Report Abuse

It is time to move..yeah..profit is real ! HAHAHA

Posted by gayinvestor > 2018-09-12 12:13 | Report Abuse

Hahahaha where's the move?

Posted by gayinvestor > 2018-09-19 13:13 | Report Abuse

Time to sell

Posted by Fantastico > 2018-09-20 12:31 | Report Abuse

https://klse.i3investor.com/blogs/topstockpicks/174635.jsp
How high can we go?

Posted by Fantastico > 2018-09-20 19:33 | Report Abuse

https://klse.i3investor.com/blogs/topstockpicks/174810.jsp

Posted by Fantastico > 2018-09-21 21:09 | Report Abuse

https://klse.i3investor.com/blogs/topstockpicks/174998.jsp

Posted by raytheclay > 2018-09-22 17:55 | Report Abuse

Upward price momentum has been pleasantly surprising. Question is how long can this go ? Who’s pushing this up ? Interesting to note the vendors of Trackworks are getting AWC shares at RM1.00 each for the balance acquisition price.

Posted by Fantastico > 2018-09-23 11:24 | Report Abuse

Seems to me AWC will definitely close above RM 1 by next week

Posted by therealOTB > 2018-09-24 21:55 | Report Abuse

the 60% acquisition of TWS will contribute RM6 million to AWC's PATMI - roughly a 30% increase and will bring the FY19 EPS to around 10c per share.

at a PE of 12x, AWC's fair value is RM1.20. plenty of upside from the current price.

AWC has a current orderbook of around RM1 billion + TWS orderbook of around RM120 million.

This will provide earnings visibility for the next 3 years. Remember, AWC is a concession stock and should trade much higher that 12x PE.

Lastly, market talk is that there is a huge announcement around the corner. Stay tuned peeps

Posted by Fantastico > 2018-09-25 17:07 | Report Abuse

What's the outcome ofof the EGM? Anybody attended or still there?

Posted by Fantastico > 2018-09-25 17:17 | Report Abuse

Amazing

Posted by hontoni1983 > 2018-09-25 17:28 | Report Abuse

but share price drop pula...

Posted by Fantastico > 2018-09-25 17:32 | Report Abuse

You forgot about the profit guarantee of 12mil

Posted by jalanjalan > 2018-09-25 19:41 | Report Abuse

So, the conclusion iether good or not?

Posted by Fantastico > 2018-09-25 21:42 | Report Abuse

What do you think? Increased profit good or bad

Posted by therealOTB > 2018-09-25 23:36 | Report Abuse

https://brokingrfs.cimb.com/UN3EUsrmCRABq6grboC6NVjKoP1o1O5NykXnbYrumezuBdg7yc1ws7PYMRnSr1PWUP4-TRPuqB7RKMa00.pdf

Posted by therealOTB > 2018-09-25 23:36 | Report Abuse

CIMB increased the TP to RM1.26

Posted by nicnyx > 2018-09-26 15:36 | Report Abuse

This going to move a lot in this 1 weeks. Better hop on the train guys

Posted by Fantastico > 2018-09-27 09:51 | Report Abuse

Jump on the rocket now

Posted by Davidl > 2018-09-27 12:29 | Report Abuse

Go Go Go!

Posted by lloydlim > 2018-09-27 15:37 | Report Abuse

1.00 soon!

Posted by Rosmah Ali > 2018-09-27 16:27 | Report Abuse

Tomoro??

Posted by therealOTB > 2018-09-27 18:49 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5926025

Posted by kh839 > 2018-09-27 19:01 | Report Abuse

free warrant... nice

Posted by wwq84999 > 2018-09-27 19:57 | Report Abuse

Gd...

Posted by Davidl > 2018-09-27 20:03 | Report Abuse

Wow! Free warrant, really good!

Posted by Fantastico > 2018-09-27 20:19 | Report Abuse

AMAZING GUYS HOPEFULLY NO ONE HERE JUMPED OFF THE ROCKET TOO EARLY!!!

Posted by Teh123 > 2018-09-27 21:04 | Report Abuse

"one (1) Warrant for every five (5) existing ordinary shares in AWC" , sorry newbie ask question here... what is ordinary shares ? i google for it and still not really understand.

Posted by Fantastico > 2018-09-27 21:05 | Report Abuse

ordinary shares mean the shares you own.

Posted by wwq84999 > 2018-09-27 21:36 | Report Abuse

Mean is let say got 10000 then devide 5 u got 2000 warrant share???

Posted by Fantastico > 2018-09-27 22:08 | Report Abuse

yeah you are right, 5 ordinary shares for 1 free warrant entitlement

Posted by jalanjalan > 2018-09-27 22:14 | Report Abuse

Tomorrow gap up

Posted by jalanjalan > 2018-09-27 22:14 | Report Abuse

Like taliwrk before

Posted by wwq84999 > 2018-09-27 22:46 | Report Abuse

Bro..basically wat price will be the new born warrant..can calculate??