Grand Mustah Trading Journey
The Under rated and unknown Data Centre related stocks in Bursa Malaysia
The Under rated and unknown Data Centre related stocks in Bursa Malaysia
There are a few stocks which has gone unseen to the eye of the public relating to Data Centre
Here are the companies
1. MAYU (7099)
How Mayu is related to Data Centre
Under their steel perforation business:
•Cable Support Systems
•Cable Tray
•Cable Ladder
•Cable Ducting
•Cable Trunking
•Metal Perforation and Fabrication
Source: Website seems to be down during the time of writing
2. LFECORP (7170)
How is LFECORP involved to Data Centre
• Provision of Data Center
• Operation and Maintenance of Data Center /Client’s Server
• Internet of Thing’s (IoT) System Integration Works
Source: https://www.lfe.com.my/core-business/mechanical-engineering/
3. PGLOBE (3611)
How does PGLOBE benefit from Data Centre boom
Pglobe is a Johor based property developer and Johor has seen an increase of demand to build HDC because of its close proximity to Singapore.
Pglobe are in talks with five major Data Centre players in the world to open in Johor.
Pglobe provides competitive rates for leasing fibre optic network connection to transmit data to Singapore.
Source: https://www.kkd.gov.my/en/public/news/19801-data-centre-boom
Paragon Business Hub Sdn Bhd has entered into a sale and purchase agreement with Bridge Data Centres Malaysia IV Sdn Bhd for a proposed disposal of land for RM238.32 million.
Source: https://www.thestar.com.my/business/business-news/2024/05/08/paragon-globe-proposes-to-sell-johor-land-for-rm23832mil
4. MICROLN (0126)
How does Microln benefit from Data Centre?
Microln company First Solution has been appointed as exclusive distributor for Lenovo’s hyperconverged platform – the Lenovo HX portfolio. The new appointment expands First Solution’s partnership with Lenovo from its earlier role as Value-Added Distributor for the Data Center Group (DCG) business in Malaysia.
Source: https://www.microlink.com.my/first-solution-appointed-as-exclusive-distributor-for-lenovo/
Lenovo HX
https://www.lenovo.com/my/en/servers-storage/sdi/thinkagile-hx-series/
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Catch the DC Superbull's Eye 🎯 3 Chun Chun stocks
1. Notion 🔥 go up first
impetus fired up by Insiders buying 28 millions at Rm1.00. 2nd booster 🚀 by Directors buying at Rm1.49
How high will it reach ?
2. Jcy
With only half (50%) of capacity already exceeded last qtr results due to high value HDD sales
management forecast 2nd half year will be even better than 1st half as Jcy ramps up production plus both Western Digital & Seagate are increasing prices
3. Dufu
the only remaining laggard of the 3. So best upside yet ahead
For those who knows Dufu now the best buy
4. One more great DC related stock 😎🤗 (coming up soon)
Do your own due diligence and invest carefully as DC bull Theme of Data Center inspired rally
3 weeks ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
calvintaneng comes out again with another of his projections. This is just classic of this chap.
ECRL Project: He came up with a long list of companies that will benefit from this project, due to their lands being proximal to this project. What happened?
National Fibre Project: He came out with a list of companies. Remember what happened to NETX.
Plantation stocks: He too came out with a long list of plantation stocks that he was convinced will be multiple winners. We know his TSH sank from $1.78 to $1.05.
Now, he is into data centers and he too has a long list of companies that will benefit.
My observation is he is a very imaginative person indeed.
Good morning. 😀😀
3 weeks ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
calvintaneng comes out again with another of his projections. This is just classic of this chap.
ECRL Project: He came up with a long list of companies that will benefit from this project, due to their lands being proximal to this project. What happened?
National Fibre Project: He came out with a list of companies. Remember what happened to NETX.
Plantation stocks: He too came out with a long list of plantation stocks that he was convinced will be multiple winners. We know his TSH sank from $1.78 to $1.05.
Now, he is into data centers and he too has a long list of companies that will benefit.
My observation is he is a very imaginative person indeed.
Good morning. 😀😀
3 weeks ago
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
The 4Cs
Chun, chun, chun, calvin
3 weeks ago
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Redtone got data centre business, but share price cannot up like data centre business
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