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Overview
Financial Highlight
Headlines
Business Background Harbour-Link Group Bhd is engaged in the provision of management services. Business activity of the firm is operated through various segments namely Shipping and marine services, Logistics services and equipment rental, Engineering works, and Property development. Geographically all the operations are functioned through the region of Malaysia and Singapore. Harbour-Link derives most of the revenue from shipping, forwarding, and transportation, engineering works, supply and hire of equipment service, the sale of properties and others.
  rojakmee COSCO SHIPPING Holdings Co., Ltd. (1919.HK) Stock Price, News, Quote & History - Yahoo Finance https://finance.yahoo.com/quote/1919.HK/ 12/06/2024 3:05 PM rojakmee If you look at the balance sheet, they have about RM500million cash including investment, they can the company private at current price 12/06/2024 11:25 PM rojakmee The selling has reduced considerably but still ongoing, need to wait today & tomorrow before push up again I think 13/06/2024 12:15 PM rojakmee The selling has completely stopped, now all the way up again , everyday 2 or 3 cents good enough 14/06/2024 2:01 PM  SincereStock SincereStock sygroup going to correlate with harbour at 1 : 2 3 weeks ago posted this 3 weeks ago at SYGROUP forum happening already now, sygroup has now overtaken harbour price in term of 1 : 2 ratio. with sygroup rally higher to 0.830 from 0.70, while harbour remain stagnant at 1.6 level 04/07/2024 2:18 PM SincereStock no more free gap meat now at sygroup, but now let's see if both counters can rally higher towards respective's NTA 04/07/2024 2:20 PM rojakmee Some funds are selling most probably because removal from Syariah list , trying to go up but there is roadblocks, will definitely catch up with MISC & SYSG once the selling stop , matter of time 08/07/2024 10:31 AM SincereStock nothing to catch up with MISC as harbour % price up recently (up to 1/2 or 1 year) is still ahead of misc. sygroup just catch up with harbour but price still parallel as of now. as of removal of syariah list, not only it will may cause recent selling, it may also cause long term lack of interest from a big group of Malaysian investors. despite so, I am still positive that harbour price might still up with good freight rate and potential good upcoming QRs, just that it might not be as attractive as sygroup considering sygroup is still syariah complaince and has a slight better current QR 08/07/2024 11:01 PM SincereStock btw talking about syariah list, can also refer to MESB (which just turned into syariah complaince) to study the opposite effect 08/07/2024 11:05 PM NatsukoMishima Rm 1.5x ! Better buy triple units of swift haulage at 5x sen ! Solid fundamemtal ! 09/07/2024 1:09 PM SincereStock @NatsukoMishima swift's recent QR involved significant one off gain, somemore a debt is still high, NTA is mere 0.80, 5x sen is quite fair valuation unless if future QRs can show improvement. so far sygroup (price 0.785, nta 1.11) / harbour (price 1.55 / nta 1.95) is still so much better choice comparatively due to better QR and less debt / finance cost burden 09/07/2024 1:46 PM SincereStock we don't sell mecerdes just because it's price can buy multiple proton cars. must look into it's value 09/07/2024 1:49 PM SincereStock @NatsukoMishima you need to learn valuation proper way. sygroup / harbour price has up significantly for the last 6 months while swift are still flip flopping between 0.50 and 0.60 09/07/2024 1:53 PM rojakmee At the same time some funds are collecting at the lowest possible price since there is a selling, the funds will push it up back once the selling stop , I think the selling is almost done 09/07/2024 3:13 PM SincereStock I prefer to reenter in case it turned syariah complaince again (as long as price still reasonable by then). as of now i focusing on sygroup first 09/07/2024 4:47 PM SincereStock @NatsukoMishima NTA is key to judge the value of a company. we are not just looking into good company. but we are looking good company that the price must be traded at "undervalue" keyword is undervalue. a good company if traded at fair or overvalue is no longer worth to purchase as it is harder to give capital gain as compared to undervalue good company 10/07/2024 10:42 AM SincereStock @NatsukoMishima regardless of NTA. tell me what you think is good about swift? EPS is bad considering there is one off gain involved recent QR, debt situation is also bad, no promised future prospects. what is actually good about it? it seems to me just a regular company traded at fair value 10/07/2024 10:44 AM SincereStock @speakup I bought harbour at 1.20 before jumping to sygroup after harbour latest QR released, maximize possible profit between these 2 very similar and directly competitive companies 10/07/2024 10:46 AM SincereStock strategy involved is just as simple as to park my capital at the one with better latest QR, jump back and forth between price gap while freight rate is high (good prospect / catalyst for both counters) 10/07/2024 10:48 AM SincereStock investment is all about taking advantage of value gap between actual value and market price 10/07/2024 10:52 AM rojakmee Harbour has about RM500m cash , that amount can take over another company 10/07/2024 11:35 AM rojakmee If they use that cash properly invested in 12% dividend company, can get additional Room investment income, Harbour can just double in value 10/07/2024 11:40 AM SincereStock @rojakmee ironically it is sygroup that do what you suggested, take over boulevard jaya motor with extra cash, for more sustainable & diversified consistent profit in future 11/07/2024 8:23 PM SincereStock keep speculating, might have reentered here if wasn't for the syariah status, was curious why it fall off syariah list, anyone has any info on this? 12/07/2024 3:38 PM rojakmee Just watch Sincerestock, those who want to sell have exited , now all the way up , my target price is RM2.5. They will have almost RM600m cash by end of this year , that's is worth current share price 12/07/2024 4:01 PM SincereStock @NatsukoMishima lmao harbour earlier investors already earned a lot from capital gain even without divided pay out, while your swift still flip flop between 0.5 to 0.6 somemore currently both sygroup and harbour DY is higher than swift what is your problem here bro? 23/07/2024 5:20 PM SincereStock finally reentered HARBOUR at 1.41, very good bargain and pre QR position. comparatively much cheaper than SYGROUP now, while having similar chance to post good QR. This time holding both SYGROUP and HARBOUR into their respestive QR. hopefully both perform as good as expectation ^_^ 20/08/2024 3:01 PM SincereStock topped up a few more HARBOUR at 1.41 with cash I just unlocked from ASIAPAC (21 august 2024), HARBOUR is so so much better bargain than SYGROUP now 21/08/2024 2:49 PM SincereStock sold all remaining HARBOUR at 1.48 (9.00am, 29 august 2024) QR is neither good or bad, but at 1.48 price investors are expecting better QR to support. since I still can leave at 1.48, it is better to do so and invest in other lower undervalue counters. 29/08/2024 9:07 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
