KW Chin's comment on SUNCON. All Comments

KW Chin
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Briefly, whats the order book of Suncon now?
Wei Yang Hau
Suncon punya order book sekarang sudah cecah hampir enam billion ringgit tau.
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Doc M
The margin is about 10% + , so 6B project can give you 600M+ net profit give and take , let’s say all happen within 24 months-8 quarters, less than 100M per quarter , what happens then ? This is something that Suncon needs to address
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Qs Pung
The outstanding order book is almost 11B , not 6.8 B, the 6.8B is the order book secured within 2026 which exceeded SunCon’s target which is 6B and they adjusted the target of 2026 become 7-9B. Suncon is still tendering around 14B project .
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Doc M
So let’s say 12B , 10% net profit margin , 1200M ,
In total , assuming all can be converted within 24 months/8 quarters ( super optimistic ) , still less than 150M/quarter, after that how ? It is not a criticism but just need to find some recurring income where Gamuda is trying to do now without relying too much based on new contracts all the time …
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Qs Pung
I believe you are no need to worry much if you able to solve it, you may interview their management role. Suncon on hand 1.2B nett cash + 2B of trade receivable/deposit/prepayment.
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Doc M
Yes , today more than totally free from worries after Nvidia QR announcement -100% + jump in revenue with USD 50B + in a quarter … what else I need to worry :-)
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Doc M
Unthinkable.. 1 quarter profit is even more than Maybank ‘s market value , the largest company on Bursa ..buy the right stock and your future will be bright
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Unown Unown
Eh don't talk cock la that one is profit for the whole year not one quarter and comparing SunCon to Maybank market cap is like comparing apple to durian one lah.
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