Author: maxima   |   Latest post: Tue, 26 Mar 2019, 7:24 PM


Should we switch from DAYANG to NAIM?

Author:   |    Publish date:

I go straight to the point. There are four reasons why we should do so.


1) East Malaysia Constrution Theme Play

Construction theme back again, but this time has a bit difference. The theme play is came from East Malaysia, especially Sarawak. As we know, NAIM has involved 33% respectively in property, contstruction and oil & gas industy in Sarawak. The group is currently tendering for road infrastructure project in Sarawak namely the second coastal project.



2) No Coverage from IBs

DAYANG can’t perform recently mainly due to downgraded TP from IBs, which named Kenanga, Public Bank and Hong Leong Investment Bank. From the peak at RM1.74 to RM1.26, dropped 27% just in a week. But for NAIM, it didn’t coverage by any research house.



3) No Lump Sum Work Orders

Analysts from research houses said that lump sum orders in 2018 is not sustainable. It should normalize in next few quarters. Naysayers keep attacking Dayang by using this point. But so far, there is no lump sum work for NAIM, so it's very safe too.



4) Low Forward PER, with 8 Sen per Quarter

People said the latest eps for NAIM as high as 17sen, but after rights issue, it should be 8sen. Can NAIM's share price take over DAYANG's in near future. Let's see.



To be frank, DAYANG is under fire. But maybe NAIM is a best proxy for it. Switch or not, you make your own decision.

Share this
Labels: NAIM

Related Stocks

Chart Stock Name Last Change Volume 
NAIM 1.07 0.00 (0.00%)

  Patrick13 likes this.
John Lu I have both
26/03/2019 7:50 PM
cheoky Of course
26/03/2019 8:11 PM
probability I will declare which i have after seeing which one shoot up tomorrow
26/03/2019 8:15 PM
amet2017 Hehe.. Naim got uncle or not.. If not safer
26/03/2019 8:18 PM
Fifomaster Both also buy
26/03/2019 8:25 PM
mplus123 If tomorrow gap up again, then you should know who is buying.
26/03/2019 9:47 PM
fl888 How about switching to ICON. .?
27/03/2019 1:23 AM
John Lu ICON Man?
27/03/2019 7:50 AM
DLee Buy both lah why must switch?
Both are win win situation
27/03/2019 11:50 AM
lextcs I think Perdana is a better bet
28/03/2019 10:29 AM
lextcs if im uncle i'll sell out this dayang. Why get into this unnecessary quarrels over a 24million myr investment huh? No better things to do arrrr?
28/03/2019 10:45 AM



Top 10 Active Counters
 SCOMNET 0.870.00 
 KOTRA 1.630.00 
 UCREST 0.240.00 
 PINEAPP 0.3750.00 
 PUC 0.090.00 
 WILLOW 0.4650.00 
 IRIS 0.1650.00 
 BTECH 0.250.00 
 3A 0.9250.00 
 TENAGA-C57 0.0650.00 


2. QES - capable to support HUAWEI 5g Technology in ICT Bandar Malaysia(updated) share4u2019
3. The Stock Market is the Fastest Way to Stimulate Our Economy - Koon Yew Yin Koon Yew Yin's Blog
5. TCapital Group - 冷眼【漫漫投资路第7步】现金流为王/冷眼 TCapital Group ( 冷眼慢慢投资 )
6. (Forecast) FLBHD (5197), JAYCORP (7152), LIIHEN (7089), POHUAT (7088) Quarter Report PE and ROE Share Forecast
7. Eversendai: Risk in Investing kcchongnz kcchongnz blog
8. Evidence for the resurrection! BY Josh McDowell(Calvin Tan Research) Sharing on this Easter Sunday Morning to All Dear i3 Forumers THE INVESTMENT APPROACH OF CALVIN TAN
Partners & Brokers