Maybank slowly recover.. Miss it..
Bursa Traders Thread V2, waaa! V2 d !
Bursa Traders Thread V2, waaa! V2 d !
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Jan 28 2014, 10:38 AM
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#21
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Maybank slowly recover.. Miss it..
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Jan 28 2014, 01:34 PM
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#22
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Feb 7 2014, 02:36 PM
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#23
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Feb 10 2014, 01:45 PM
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#24
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Today most of the share are in green colour!!
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Feb 14 2014, 10:42 AM
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#25
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Feb 14 2014, 12:43 PM
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#26
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Feb 14 2014, 04:29 PM
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#27
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QUOTE(gark @ Feb 14 2014, 03:06 PM) Short review of GUH... Geng GUH have several business such as electrical assembly, housing development, plantation, waste water treatment and electrical generation. The biggest is electrical generation which contribute about 30% of profits but at a very thin margin of <5%. Next 30% profits comes from property which have a very good margin of 30%. Plantation and water treatment contributes only about 8% profit. The rest is from the electrical generation at Cambodia, which IPP will expire in a few years time. Generally the profit is on a steady decline primary due to steady margin erosion from the electronics business. The profit decline is partly offset by the 520 acres property development in Taman Kepayang heights, Seremban. However the property is already mature and not much space left for development and will finish in a few years time. For the balance sheet, this is the gem for GUH as they are holding net cash of 65 cents/share and currently selling for PE 8x. Ev/Ebitda is about 4x so it is a good value share. Free cash flow is moderate at about 1x EPS. Dividend is consistent at about 4% per year. For now GUH remains a good value share with good net cash holding, and should be selling at Ev/ebitda of at least 8x, which translate to about 1.30-1.50 per share. However with the outlook in the future is not so bright because of the expiring IPP in cambodia in 2015 will reduce net income by 8%. Also the property division is approaching fully developed status. Due to the two expiring profit stream, the high cash holding in Guh will likely be plowed back into investment in future Cambodia IPP and more freehold land for property division and not likely to be distributed to shareholders. |
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Feb 14 2014, 04:59 PM
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#28
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Feb 14 2014, 04:59 PM
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Feb 17 2014, 12:13 PM
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#30
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Feb 17 2014, 12:23 PM
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#31
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Feb 17 2014, 12:39 PM
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#32
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Feb 17 2014, 01:57 PM
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#33
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Feb 17 2014, 02:00 PM
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#34
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Feb 17 2014, 02:15 PM
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#35
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Feb 17 2014, 02:40 PM
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#36
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Feb 17 2014, 02:49 PM
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#37
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QUOTE(kueyteowlou @ Feb 17 2014, 02:43 PM) Maybank2u o... QUOTE(Boon3 @ Feb 17 2014, 02:44 PM) Don't worry la... Gostan No chicken can run without stopping one. Sometimes they stop and gostan a little bit.... Occasionally... got SUPER chicken on steroids ... they dun run... they straight turn into eagle and fly away... Anyway, just watch and see what happen on T+3. QUOTE(lambethwalk @ Feb 17 2014, 02:45 PM) Stupid maybank!! |
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Feb 17 2014, 02:59 PM
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#38
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Feb 17 2014, 02:59 PM
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Feb 17 2014, 03:10 PM
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#40
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