Stock: [SAMAIDEN]: SAMAIDEN GROUP BERHAD

Nov 23, 2020 2:22 PM | Report Abuse

Huge for Samaiden. As we all know, future expected earnings drives the share price. Before this announcement, the company only had a RM30 million orderbook till 2023. This contract alone adds RM115 mil to their orderbook + it's not even from their main activity which is Solar. A testament to their direction to be a diversified renewable company. Look at Solarvest, also having a RM100 mil+ orderbook and only from Solar. Solarvest is trading at 44 PE while Samaiden is at 34 PE. Samaiden is undervalued.

Stock: [RHBBANK]: RHB BANK BHD

Oct 13, 2020 10:35 AM | Report Abuse

Just took a look at the financial statements, it is fundamentally sound, whats reassuring is that the counter is underpriced compared to peers even when I adjust my model for an expected -0.25 opr cut.

Stock: [KAWAN]: KAWAN FOOD BHD

Oct 13, 2020 10:21 AM | Report Abuse

update: my network is also saying that CS and other marts have very few Kawan food products left. I think many people are stocking up as an easy means for breakfast while WFH. This 2 weeks alone might lead to doubling of monthly sales if this trend persists + if other areas get CMCO.

Stock: [KAWAN]: KAWAN FOOD BHD

Oct 13, 2020 9:31 AM | Report Abuse

a sleeping giant. This CMCO will impact this counter greatly alongside cost optimization from their management team. I myself went to Jaya Grocer yesterday and Kawan's paratha was left <10 while other brands were still plenty. People have found Kawan to be a staple food.

Stock: [TOPGLOV]: TOP GLOVE CORP BHD

Sep 9, 2020 6:26 PM | Report Abuse

Mr. Jupiter haha they sell 200-300 millions quietly then buy back 10 millions at 4.50pm with announcement is just like throwing bones to street dogs

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Please don't spread lies. Major shareholders like them need to announce any purchases and sale. Happy ah spreading more fear in the forum for fun

Stock: [SUPERMX]: SUPERMAX CORP BHD

Sep 1, 2020 5:45 PM | Report Abuse

Vaccine has no fundamental value. Gloves have higher earnings to back increasing share price. Huat in gloves counter, no huat in cheap vaccine counters.

Stock: [SUPERMX]: SUPERMAX CORP BHD

Sep 1, 2020 5:35 PM | Report Abuse

@stockwinner it means that a roti canai that used to be RM1 will now be RM0.50. People who can't afford a RM1 roti canai can now buy and enjoy the roti canai. The food can now cater to a bigger market. Increase in affordability and liquidity can usually fetch higher PE as it caters to more people and has increased in liquidity factor. Try not to be sarcastic when ur missing the main essence.