E. T.'s comment on WASCO. All Comments

E. T.
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It has book order of 1.6 billion. The company is still undervalue and strong. Compare its book order with KGB's.
Lim CX Felix
个人看法,有几点要特别留意的:
1. 从27亿剩下16亿的合约,新合约来很慢,得标率有点低,加上债务高,万一未来合约完了,就没现金来源去还债了。
2. 多留意这公司的借贷,在RM7.9亿的借贷,有RM6亿是美金债务。
3. PENERGY和ALAM一直都在侵蚀公司的净利。
4. 公司旗下的JV很多,都不怎么赚钱,但是公司还在不停的加码去搞JV,这点真的想不通...
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E. T.
In oil and gas industry, it is common to have JV or M&A to secure projects. These companies are set up as business expansion. The book order follows the supply and demand trend in oil and gas. As for the debts, it is manageable with its current projects on hand.
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Chuen Evans
why keep dropping ????? Any clue ?
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