LanSeeBoyIf u think this is not bad enough, then one should look at Vallianz... a laughing stock among OSV stocks. Its new CEO has no industry experience...scary. LOL
Ami Wonghelo...everyone MALAYSIA share prices opened lower on Friday at 7.00 points to 1,607.02
LanSeeBoyOSV owners such as Pacific Radiance, Vallianz,... will face a prolonged period of low (or no) vessel utilisation, with weak asset demand compounded by strong newbuild supply. Subsea (Ezra) nor liftboat (Ezion)not immune to downturn too. Massive credit risks ahead.
ryan_ochkeep spreading bad news and collect at bottom, good
LanSeeBoyExpect a 12-30% retracement on this. Much larger (2-3x) Singaporean competitor Pico is trading at 8.8x p/e and 3.9x ev/ebitda. HK-listed Pico, with a proven track record nearly half a century long, has progressed from a major pan-Asia event organizer to a global brand activation company. Kingsmen is still a mere domestic event & exhibition player with nearly half of sales locally. It is on 10x p/e and 5.7x ebitda. Dun deserve such premium at all. Its limited free-float and absence of institutional interests are retarding the much needed downward adjustment in share price.
Peter Graham LancashireThe comparison with Pico Far East is helpful.key parameters for Pico (ROE, low debt, eps growth, management competence,decent dividend, valuation) are sound, only the development of Cash flow after working capital changes is relatively flat over the last few years and does not match EPS growth. why? PGL
pyramidpohno VIP players,no sign of recovery ,poor management ..........better cut loss and say bye bye to this poor performance gambling stock.
Wow123Hi Steve if you got holding power leave it , Honestly for me not now , maybe you can buy on genting malaysia below RM6.00 , Why i say so by 2018 genting highland new team park & facility.
Steve Pui Kim MingHold till 90cents :c( trust the wrong company.... stupid ... Keep for many years... thanks wow123 Buy ecoworld keep better Buy hovid better Buy airasia better
chang0509Keep for 5 to 10 years. U will be rewarded handsomely. See genting group. If your parents buy it 30 years ago, they are millionaire already. The same history may repeat in GenS as it is still growing and the cash pile is huge. People will keep gambling and relax in theme park. Buy for longer term.
LanSeeBoychang0509: U r real mong. Factoring real inflation and better yielding alternatives, u r losing your underpant, dude.
pyramidpoh10 years? 5 years at left 5 years at right !
chang0509As a value investor, I look at longer term. The more its price drops, The better as I can buy at lower price and my average cost become cheaper. If u want goreng stock,u will lost until u left underwear only mr lanseeboy.
chang0509Buy as your retirement fund or the education fund for your children.
zendenwhy this stock can't go up as much as breadtalk or sheng shiong?
albertlawAfter Peter Lim got the $$$ he doesn't care $$$ in his pocket or in his stable of co...I sold at 0.38 and warrants at $0.11 ..bro concentrate on Innovalue got dividends soon and 1 for 1 bonus likley next year ..good profits for 1 H 2014
Biz tines feb 18...red flags raised in Johore ppty mkt...grand entrance of chiba base Country Garden Holdings with its surprise launch of 9000 apartments at one go....may impact the mkt there...9000 units in Danga bay alone. ..overbuilding in Iskandar would replicate the ghost towns in China
I voiced my concern in beginning of the year...Iskander can't make it..Ringgit dropping in long term against S$..residential flood of supply..rental yield will drop no capital appreciation..they trying to shore up with MRT...maybe the value of Rowsley lies in RSP architects..very hit a low of 4 cts
skjahprice has increased... buy at 26c thought of cutting loss and selling at 19c...
LanSeeBoyStop advertising your lame system here, dude. Best to trade is your Bloomberg terminal, you mong !
LanSeeBoyHow can Innovalue deserve higher P/E than Interplex which is >2x larger and well-diversified. Innovalue has scary customer concentration, and so should ALWAYS trade at 20-30% discount to peers.
LanSeeBoyLike I said yesterday. These small local house analysts have no deep knowledge on the sector at all. Peak valuation aside, this stock has no liquidity given its tight free float. Want to buy 500,000 shares also need to take days...imagine how I gonna sell next ? Buying illiquid stock on peak valuation is sheer mong.
LanSeeBoyGd co with strong mgt. Valuation rich albeit slight discount to sector peak valuation. Thin stock liquidity and institutional interests add to risk.
LanSeeBoyLOL this DBSVS analyst lack serious understanding of the sector. Bet he didn't even visit the facilities? Riverstone is a decent co with strong mgt team - no doubt. But the entire sector is on hilltop and peak valuation - partly due to forex benefit. Buy call resting on valuation comparisons is simply mental. Why not compare with global (& larger) players like Semperit and Ansell? Both trade only on low teen fwd P/Es.
LanSeeBoyLargely expected. Why ppl didn't expect PAP landslide victory? Sheer ignorance really. Or opposition parties simply treating their voters & potentials ones mongs.
saschlNokenzo thkq, in frank speaking the first thing that attracted me to this counter are all the clean, polite, professional and no nonsense exchange of comments and analysis, ithey give the comfort of believing then my action. Thkq all.
Some innovative ideas are needed like 10 to 30 years leasing. Govt or property Reits can plan out the rest. The whole idea is to bring down the price.
More common areas like a large common lounge and gym for every floor so each units can have more bedrooms with bath and kitchen cum dining and living room without the need for a separate large living room.
LanSeeBoyWhat crab was that !? Spore mkt still not cheap and seriously lack market breadth. Big blues side (handful), mkt are pitched by small caps with limited quality. Liquidity largely driven by remisiers' trading....Nam Cheong is a Msian outfit !...u sure it will not suffer along with their O&M peers !?