公司从2018年6月开始股票買回至12月20曰，股价介于RM0.755至1.48 ，共累积21601.200股。坐拥净现金马币2亿，未来穩定派息，基本面强大。利空出尽，下无可跌，
買入 Gkent 3204 RM0.89
(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps)，(以上为粗略计算，未扣除其他成本。)
乱世局中收股息是安穩的，11月，2019年1月与4月拿股息，中長期取得资本增值，RM0.915完全反应公司负面与利空了，收与进为良策。
8)LRT3项目確定实施，未来净利显现，现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍，股价应为RM1.60至2.40，目前价格RM0.915只是本益比5.7倍在交易，明显被低估了。
转贴
gkent is a good invest:
market cap:515m
net cash:301m
stock price:RM0.915
net cash position:58.4%
Perhaps a more "investable" names on the net-net universe... Here's a screener by:
1) KLSE stocks
2) Market Cap above RM 100 mil
3) Net Cash position is at 50% or more of its market cap value
At least some of the names here are more familiar, hehe. I'm planning to study some of the names, having cash which is 50% of market can be considered first line to "value" in my opinion.
http://kongsenger.blogspot.com/2018/11/gkent-3204-rm105.html?m=0
个人分享，投资自负。
買入 Gkent 3204 RM0.89
(lrt3 )16.6 b/2=8.3 b
profit margin 6%=498m for gkent。
498m/563.269m股数=rm0.88(eps)，(以上为粗略计算，未扣除其他成本。)
乱世局中收股息是安穩的，11月，2019年1月与4月拿股息，中長期取得资本增值，RM0.915完全反应公司负面与利空了，收与进为良策。
8)LRT3项目確定实施，未来净利显现，现累积兩个季度Q1与Q2共净利46m,Rolling 4 Quarters=92m ,eps=16sen ,建築股合理的本益比(pe)为10至15倍，股价应为RM1.60至2.40，目前价格RM0.915只是本益比5.7倍在交易，明显被低估了。
转贴
gkent is a good invest:
market cap:515m
net cash:301m
stock price:RM0.915
net cash position:58.4%
Perhaps a more "investable" names on the net-net universe... Here's a screener by:
1) KLSE stocks
2) Market Cap above RM 100 mil
3) Net Cash position is at 50% or more of its market cap value
At least some of the names here are more familiar, hehe. I'm planning to study some of the names, having cash which is 50% of market can be considered first line to "value" in my opinion.
http://kongsenger.blogspot.com/2018/11/gkent-3204-rm105.html?m=0
个人分享，投资自负。
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