TTJ Holdings

[BlueKelah]

@ksir how do you know that yongnam is cause of depressed margins? if so how come TTJ could still secure so many higher margin projects last couple years? and if yongnam is out of the picture surely many other companies can bid aggressively also and depressed the margins?

Even if TTJ is in better position its already almost 7 months now, no addition to order book, why? TTJ not bidding or its too competitive? 

in any case, there has been a premium being paid for the stable dorm business without which TTJ will likely not be valued by market as high as it is.

I reckon for those that were banking on good dividend from the dorm business, now is the time to take profit and exit the stock whilst its trading at fair value.

once speculation on the privatisation is no more its likely back to 25cents or less