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Show Notes
Alvin Ng Chun Kooi, CEO and Executive Director of Gabungan AQRS joins us on the breakfast grille to discuss:
- construction order book
- meeting expectations of RM500m of new contract wins
- 40% of 2013 revenue from property development
- allocation of resources between construction and property development
- expectations of property launches totalling RM1.3bn of GDV this year. Only launched RM527m of GDV so far
- profit margins in 2012 half that of 2011
- government funding of infrastructure projects
- Iskandar property bubble?
- being a Klang Valley developer, how they distinguish themselves from the rest in Johor
- impact on free warrants on dilution of earnings
- reaction to target price of RM1.15 set by RBH Research following issue of free warrants
- why share prices peaked on 12 July
- plans to expand into M&E sector and acquisition of 49% stake in SEDCO
- changing minds about venturing overseas
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