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CS Tan
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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....
Posted by wira75 > 2015-12-20 12:33 | Report Abuse
Ten Points you should buy KEURO 1. West Coast Highway, GDV 5b, revenue to be recognized during construction period in both KEURO and IJM book. 2. Highway development JV with IJM, expertise provided by Malaysia highway expert. 3. Government given fixed rate 4% financing for amount of 2.5b for highway development. The remaining 2.5b is funded by equity (right issue & warrant). 4. KEURO own 50 years of concession agreement after highway built. Recurring income in building. The agreement could be extend 10 more years if the stated IRR does not meet. 5. Bandar Rimbayu, a 1000 over acres township development JV with IJM is selling very good in first 3 phases. Even bumi lots have sold off. The township takes 10 to 15 years to develop with a gross development value of RM11bil. Bandar Rimbayu strategic locating in SKVE, next to Kota Kemuning, future potential is good. 6. KEURO’s TALAM share have fully sold to Tan Ah Chye, KEURO no longer TALAM’s shareholder, thus the losses in reserves accumulated by holding TALAM will fully been revalue in coming quarters. Huge paper profit will be write back. 7. The shareholders of KEURO are pooled by solid long term investors. • Strategic partner IJM holding 26% • Tan Sri Pang from Mamee Decker holding 9.3% • MWE holding Tan Sri Surin holding 24.99% The success story of MWE is the investment of MPHB, Surin Upatkoon use to be a value investors. Wira Pang know what is value, that is why he privatised Mammee Decker. 8. Thanks to new shareholder structure, the board of director are gathering by professional. Newly appointed CEO Datuk Neoh is the expert in building Malaysia highway like PLUS, NPE and more. He is trying to finish West Coast highway in 4.5 years. 9. During the day when KEURO was trading below 1.08 (right issue price), both major shareholder IJM and Wira Pang accumulated the shares aggressively. In October, Wira Pang had bought 986,400 of shares priced between 0.998 to 1.08. IJM bought 2,179,800 during October and September. Recently on 11 dec 2015, IJM purchased of 714,900 ordinary shares of Keuro. The aggressively buying by the shareholders tells the market something good is cooking. 10. Unlike most of the share in town, share have fully valued or crazy overvalued in some counters, KEURO not reflect the truth value yet and the intrinsic value of the company is not know yet. Based on current price RM0.93, Keuro market cap is only RM930 Million ( WCE total length 233KM) . For comparison, EPF/UEM took over PLUS highway at RM23Billion (PLUS expressway total length 772KM). You are enjoying early bird advantage once you read till here.