Goldberg

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Stock

2021-10-22 11:04 | Report Abuse

Why SilTerra (DNeX)'s new 180nm Bipolar-CMOS-DMOS (“BCD”) automotive grade process technology is so powerful


SilTerra recently announced it has entered mass production for it's 180nm Bipolar-CMOS-DMOS ("BCD") automotive grade process technology.

This smart technology IC chip is the first in the world to be a 180nm 8 inch Grade 0 process.

Note that TSMC's 90nm 8 inch is only expected to pass qualification (Not automotive like SilTerra)

https://www.tsmc.com/english/dedicatedFoundry/technology/specialty/bcd

With global adoption of electric vehicles, SilTerra new mass production IC chip is in enormous demand.

Benchmarking with global IC companies selling 8 inch Bipolar-CMOS-DMOS IC chips, a single wafer for the Bipolar-CMOS-DMOS IC could fetch at minimum USD24k per wafer.

Assuming just 30% existing capacity is used for this technology, revenue could fetch at minimum RM1.3bil (30% capacity for Bipolar-CMOS-DMOS), with profit margin of 30% RM400mil.

In addition to that, load to Chipone making up the remaining 70% at revenue of RM1bil with profit margin of 8% of RM80mil

At minimum, net profit could fetch RM480mil, at PE of 38 (Benchmarked to Inari), SilTerra's value to DNeX alone should beRM3.5 (Not including Ping Petroleum)


An Interesting article by G. Lam dated 1st September 2021.

Stock

2021-10-20 21:47 | Report Abuse

Tin prices on the rise at LME-London.

Date...................... Cash-Settlement......LME Tin 3-month

19th.October 2021......39,650.00............38,350.00
18th.October 2021......39,600.00............38,250.00
15th.October 2021......38,950.00............37,500.00
14th.October 2021......37,875.00............36,775.00
13th.October 2021......37,800.00............36,550.00

Stock

2021-10-19 15:33 | Report Abuse

No respite in sight for acutely tight tin market

By Boris Mikanikrezai and Orla O'Sullivan

Tin hit an all-time high this year, and was the best performer across the base metals space with a year-to-date gain of nearly 80%. In a context of mixed macrodynamics, the remarkable appreciation of tin prices has primarily been due to extremely bullish supply/demand dynamics.

On the supply side, the Covid-19 pandemic has impacted key tin-producing countries like Indonesia and Malaysia, resulting in lockdowns and output curtailments. It has also disrupted concentrate supply, especially from Myanmar, the world’s largest producer, where Covid-19 restriction measures have undermined the flow of raw material to Chinese smelters. And in China itself, Yunnan province was impacted earlier this year by a heat wave and energy consumption restrictions, undermining smelting activity.

On the demand side, tin has benefited from firm demand from the electronics industry. According to the Semiconductor Industry Association (SIA), global semiconductor industry sales expanded by 23% year on year in the first seven months of the year, with robust demand across all major regional markets.

Stock

2021-10-19 15:06 | Report Abuse

The "outdated" chips are back in demand. Massive boost for Silterra.

Analysis Cars are gaining momentum as computers on wheels, though chip manufacturers' auto focus isn't on making components using the latest and greatest fabrication nodes.

Instead, companies that include Taiwan Semiconductor Manufacturing Co and Globalfoundries are turning back the clock and investing billions in factories that use older manufacturing techniques to make chips for vehicles.

The rapid digitization and electrification of cars has created a giant demand for smaller, more power-efficient auto chips, said Jim McGregor, principal analyst at Tirias Research. He added that cars don't necessarily need the latest manufacturing processes, though, and many are still using analog-based components for various functions.

Some chips in cars today are made using the same process nodes used in 2005 to make PC chips, McGregor said, adding that many factors go into the optimization of chip packages, including the desired battery life of the vehicle, the maximum distance between charging and refueling, and the weight of the car.

That said, some cars are equipped with advanced chips, fabricated using newer techniques, to handle artificial intelligence, infotainment, and communications. But don't forget, car makers are also keen on advancing microcontrollers on larger process nodes for applications like braking.

Taiwan Semiconductor Manufacturing Co. which makes cutting-edge mobile chips for Apple and Qualcomm, expects chips for cars to take on more manufacturing capacity in the future. The company is investing billions in factories, including one due to open in Japan in 2024, to make 22- and 28nm chips.

Stock

2021-10-18 12:23 | Report Abuse

CEKD operators are determined to push up to 1.50 in the short term.

Those still holding - Congrats.

Stock

2021-10-18 11:54 | Report Abuse

Posted by UlarSawa > Oct 18, 2021 11:26 AM | Report Abuse

Will China retaliate with anti dumping from Msia later. Wait n see later any news from China later. Correct?

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China will divert more production to Eastern steel mill. Hiaptek to benefit further.

Stock

2021-10-18 10:10 | Report Abuse

@OTB - Many thanks for sharing the projection. HiapTeck looking good. Folks.

Posted by OTB > Oct 16, 2021 4:16 PM | Report Abuse

Please look at my projection below. .

Projected Q1 2022 PAT
I assume Hiaptek steel plant in Klang, PAT = 46.1 Million (same as Q3 2021)
35% Eastern Steel S/B, PAT = 39.5 *1.1 = 43.5 million
I assume 10% growth rate for this blast furnace plant provided the prices of iron ore and steel are at current rate or +- 10% of the present rate.
Total Q1 2022 PAT = 46.1+43.5 = 89.6 million.

Projected FY2022 PAT, EPS and target price
Total PAT = 89.6*4 = 358.4 million
Total number of shares = 1.732 billion
EPS = 358.4/1732 = 0.206
Target price if PER = 5, target price = 1.03
Target price if PER = 8, target price = 1.65
Target price if PER = 10, target price = 2.06

I believe the growth of Eastern Steel in FY2022 is > 10%, I believe the contribution from Eastern Steel may be 50 million per quarter. Hence my projection may be too conservative.

News & Blogs

2021-10-17 16:55 | Report Abuse

Ping Petroleum s now exploring opportunities to monetise economically attractive reserves in the Anasuria Cluster which has estimated proved and probable reserves of about 26.6 million barrels of oil equivalent. Ping also intends to optimise its current greenfield portfolio, such as Avalon, including acquiring the remaining 50% stake in Avalon not currently owned by Ping.

News & Blogs

2021-10-17 16:49 | Report Abuse

DNEX should be considered upstream- a direct beneficiary of the current surge in crude oil- by virtue of its 90% stake in PING Petroleum- based in the North Sea.

Stock

2021-10-17 15:19 | Report Abuse

@ Philip

CTOS's Growth Strategy & Future Plans
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1- Further develop and extend ecosystem of end-to-end credit management solutions

2- To allocate 65% of CAPEX to invest in IT capabilities and Data & Analysis within the next two years (short term); to increase investment in AI and Machine Learning (medium to long term).

3-Continue to deepen and broaden our data sources
To invest in various new databases; in the process of also including alternative data sources i.e. eTR Plus.

4- To expand into new verticals in Malaysia (i.e. automotive, real estate and insurance sectors)
To penetrate these potential sectors that are typically present in global credit bureau, but nascent and unique in Malaysia

5- To maintain market leadership for CRA services in Malaysia
To reinforce market leadership in Key Accounts segment by growing portfolio of major corporations e.g. banks and financial institutions, and launching new digital solutions.

6- To increase service coverage in the Commercial segment of vast SME consumer base.

7- To continue advocating financial literacy and credit health among individuals and end-consumer (D2C).

8- Selectively pursue more acquisitions and investments.

9-Seeking opportunities to expand geographically to other countries within the Asia Pacific region- particularly Thailand & Philippines.

The Malaysian credit scoring industry has been experiencing a compounded annual growth rate (CAGR) of 12.9% from 2016 to 2020. Last year, industry revenue hit RM225mil and is expected to almost double to RM406mil by 2025, predicts IDC Malaysia.

But it is the entire Asean region where the growth potential lies.

Despite having a large population, the Asean credit reporting industry revenue remains a fraction of that of developed nations, indicating robust growth opportunities as per Dennis Martin, CTOS group chief executive.

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Posted by Philip ( buy what you understand) > Oct 17, 2021 2:57 PM | Report Abuse

If it has 70% market shares didn't that mean it can only grow another 30% before it will have 100% market share?

At pe100, are we aiming that CTOS will be able to be used in other countries like Singapore, China, Philippines and Indonesia which already have their credit reporting agencies?

Stock

2021-10-15 15:12 | Report Abuse

Rm 1.20 on the way , be patient.

Stock

2021-10-15 14:43 | Report Abuse

HLIB maintains a “Buy” rating on Bumi Armada with a target price of RM0.80
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HLIB Research expects Bumi Armada’s consistently strong earnings to continue in the foreseeable future as 1H21 net operating cashflow has improved by 187% YoY.

“Its current net debt has declined to RM6.9 billion (from RM8.8 billion in 2Q20) and net gearing has also fallen to 1.9 times in 2Q21 (from 2.8 times in 2Q20), the first time it has been below two times since 2Q18 and is expected to fall further in subsequent quarters,” Low wrote.

Higher oil prices of late could ease the group’s asset monetisation process for its offshore marine services business to repay its debt.

The group disposed two vessels in the quarter and is expected to dispose six more vessels in 2H21.

“Hence, we do not foresee Armada having any trouble meeting any of its current debt obligations. Armada’s 98/2 joint venture (JV) with India’s Shapoorji Pallonji Oil & Gas Pte Ltd is also expected to commence operations in FY22 despite impending delays due to Covid-19, which could boost its profits in the near future,” noted Low.

The investment bank upgraded Bumi Armada’s earnings by 29%, 11% and 11% for financial year 2021 (FY21), FY22 and FY23 respectively to factor in the better than expected performance for Bumi Armada’s FPSO segment and further streamlining of its operations from the sale of its offshore support vessel fleet.

“We maintain our “Buy” rating on the stock with an unchanged target price of 80 sen as we roll forward our valuations to FY22, based on eight times FY22 earnings per share and top pick the group for the oil and gas sector,” Low added.

Stock

2021-10-15 12:29 | Report Abuse

Latest price of TIN per mt - approaching all time high.

Contract........Bid................Offer

Cash..........37,850.00......37.875.00

https://www.lme.com/en/Metals/Non-ferrous/LME-Tin#Trading+day+summary

Stock

2021-10-15 11:07 | Report Abuse

"If tin price remains at its current high of about US$37,000/mt in 2022, this could result in 23% upside to our target price of RM3.02 to RM3.73. "

UOB Kay Hian - latest Update on MSC.

Stock

2021-10-14 22:03 | Report Abuse

The EV revolution and move towards more sustainable energy sources gather pace, tin will have a new and crucial role to play in this new lower-carbon world. It is an essential input for EVs and their batteries, as well as for renewable energy generation, energy storage and the electronics needed to control and distribute that energy.

According to the International Tin Association, tin demand could rise by up to 60,000 tonnes per year for use in EVs and energy storage by 2030*. Research is also looking into the applications of tin alloys in various battery technologies, including lithium-ion and zinc-ion batteries.

When alloyed with other metals, tin can help to create more powerful conductive pathways, enhancing battery performance and delivering more efficient power distribution. It can also be used as a protective coating on anodes, improving the stability of the battery.

Find out more about LME Tin at lme.com/tin

Stock

2021-10-14 21:49 | Report Abuse

Energy crisis boosts oil demand: IEA

Power outages, soaring coal and gas prices prompt turn to oil

Published on 14 Oct 2021


The IEA, which advises governments on energy policy, said it now expects global oil demand for this year and 2022 to be higher than in its previous forecast.

“Oil prices are scaling multi-year highs as a shortage of natural gas, LNG (liquefied natural gas) and coal boosts demand for oil, which could keep the market in deficit through at least the end of the year,” the Paris-based agency said.

“Record coal and gas prices as well as rolling black-outs are prompting the power sector and energy-intensive industries to turn to oil to keep the lights on and operations humming,” it said in its monthly review of the oil market.

Gas prices are soaring as the winter approaches in the northern hemisphere, adding to inflationary pressure and raising concerns that it could harm economies recovering from the Covid pandemic.

Oil prices have also increased to multi-year peaks in recent days.

The IEA said global oil demand is now forecast to rise to 96.3 million barrels per day this year, up by 5.5 million from its previous report. It will increase by 3.3 million bpd next year.

World oil supply, meanwhile, is expected to rise sharply in October as US output recovers from the fallout of Hurricane Ida, which severely disrupted operations in the Gulf Coast in late August.

Supply is also getting a boost as OPEC and its Russian-led allies continue to unwind production cuts, the IEA said. – AFP, October 14, 2021

Stock

2021-10-14 13:49 | Report Abuse

RE players want a floor price for solar tariff in Budget 2022

Publish date: Thu, 14 Oct 2021

KUALA LUMPUR: Renewable energy (RE) industry players have asked the government to step to set a floor price for solar tariff that is economically viable for all parties.

This is to ensure that the projects are bankable to avoid any construction halts when solar developers fail to achieve a financial close, Solarvest Holdings Bhd group chief executive officer Davis Chong Chun Shiong said.

"Furthermore, a floor price will also enhance the attractiveness of solar development projects and keep profit at a sustainable level which could spur greater investment interest for the long term,” he told Bernama.

Chong said under the Large-Scale Solar 3 (LSS3), solar tariff rates were very competitive, thus, causing delay in certain projects due to financing issues.

Solarvest also hopes the government will be able to reassess the RE quota allocation under the power generation plan.

"While we are thankful for the recently improved RE target from the previous 20 per cent by 2025 to the current 31 per cent by 2025 and 40 per cent by 2035, we still feel that the goals set are too modest, especially given the recent commitment for Malaysia to achieve carbon-neutral status by 2050.


"Thus, we hope the government will consider increasing the quota for the solar sector to somewhere around 8.0 GW by 2025 and 20 GW by 2035.

Stock

2021-10-14 10:24 | Report Abuse

CTOS's Potential & Strength

- Its monopolistic qualities.
- Has nearly 70% market share.
- Good relationship with external source of information.
- Good reputation with most financial institutions.
- Brahmal effect- The man with the Midas's touch.
- The only listing company in Malaysia on credit rating provider.
- Majority of shares are on big institution and low float shares outside.
- Value added in credit reporting compare to peers.
- CTOS invested heavily in Data Cyber security- the best in the industry.
- Expanding Thailand business and potential other ASEAN countries.

Stock

2021-10-13 11:14 | Report Abuse

MSC's state of the art new smelter boasts production costs that are at least 20% lower than the old ones. This is due to the state-of-the-art technology which uses a top submerged lance furnace that provides better efficiency via its single-stage smelting versus multistage smelting process used previously - per UOBKH Research.

The plant will also have 50% higher production capacity while requiring over 40% less manpower.

The TIN price @ LME is hovering around US$36,000 per ton is a massive boost to MSC's bottomline.

Stock

2021-10-12 14:24 | Report Abuse

Apologies Nick- misread the article.

Upstream reported that Petronas has suspended the bidding exercise for a floating production, storage and offloading (FPSO) vessel for the deep-water Limbayong field off Sabah, unsettling the contracting sector. The report indicated that a disagreement is having a direct impact on the FPSO contest with the Sabah state government pushing for greater participation and local content in projects in its own waters.

Delay, rebid or alternative tie-in solutions. This could mean a delay to allow Petronas to address procedural issues or a completely new tender invitation to be issued soon given that Petronas has already awarded a subsea equipment contract to TechnipFMC in June this year. An alternative solution could be the nearby Bestari oil discovery, which was earmarked as a tie-in field to Limbayong, hosting the FPSO instead of Limbayong. The final investment decision for Bestari is due soon, and Upstream’s sources suggested that developing Bestari first could deliver a better economic outcome.

Open only to Malaysian bidders. The tender was open only to Malaysian contractors or Malaysian-led joint ventures. Recall that the Malaysian bidding groups were Yinson Holdings, MISC, Sabah International Petroleum (SIP) and a joint venture between Bumi Armada, MTC and India's Shapoorji Pallonji. Upstream indicated that Sabah International was in a favourable position to land the FPSO contract even though the other contenders were still in the race.

The Limbayong FPSO, under the original tender specifications, required a nameplate storage capacity of 600,000 barrels of oil and production capacity of 60,000 barrels per day (bpd) of liquids, including 40,000 bpd of oil and 180mil cubic feet per day of associated gas together with water injection facilities of up to 75,000 bpd.

Stock

2021-10-11 21:59 | Report Abuse

“If tin price remains high at this current level in 2022, this could result in a 20% upside to our target price of RM3.02 at RM3.61,” UOB Kay Hian said in a note to clients.

Business-wise, a more meaningful growth will be seen in 2022 when its new eco-friendly plant runs at 100% capacity. MSC’s production will be done at its new smelting plant in Pulau Indah as it shuts down its 100-year-old reverberatory furnaces in Penang.

“The new smelter boasts production costs that are at least 20% lower than the old ones. This is due to the state-of-the-art technology which uses a top submerged lance furnace that provides better efficiency via its single-stage smelting versus multistage smelting process used previously,” said UOBKH Research.

The plant will also have 50% higher production capacity while requiring over 40% less manpower.

This will also help reduce MSC’s carbon footprint through the use of natural gas, solar panels and waste heat recovery.

The research firm noted that despite the movement control order (MCO), MSC posted a healthy net profit of RM25mil for the first half of 2021 compared with a net loss of RM12.3mil in the same period in 2020.

“As the MCO eases, MSC is currently operating at 100% workforce capacity. As such, we can expect stronger earnings moving forward as MSC ramps up its production. We believe the drop in production this year will be partially mitigated by the lofty tin prices,” it added.

According to the research firm, the group is expected to post a three-year (2021-2023) earnings compound annual growth rate of 97% as it is poised to benefit from strong tin prices and robust structural demand from the potential adoption of next generation technologies amid the market’s supply shortage. MSC’s future growth will be further supported by exploration of new mines and development of its Butterworth land, it added.

Stock

2021-10-11 20:03 | Report Abuse

My pleasure Bro - Hope we all Banyak Banyak Zhun- end of the day we all want to make money from the stock market.

Posted by BanyakZhun > Oct 11, 2021 7:02 PM | Report Abuse

Tq @Goldberg for your detail research and write up. Really helpful.

Stock

2021-10-11 17:40 | Report Abuse

Malaysia Smelting Corp (MSC) Bhd, is currently trading at “cheap valuations of four times 2022 forecast price to earnings (PE) at the spot price of circa US$35,000 (RM146,230) per tonne,” according to UOB Kay Hian (UOBKH) Research.

Stock

2021-10-11 17:20 | Report Abuse

The Energy sector is transforming from the traditional coal fire electricity generation to renewable energy generation to reduce carbon emission to prevent further global warming.


reNIKOLA group of companies are having a total of 88 MWp of solar assets on hand and another huge solar farm of 330 MWp in capacity in the pipeline.


The newly injected “assets” are extremely valuable based on market valuation. Upon completion of the RTO, PEB will be one of the largest solar renewable energy player.

Stock

2021-10-11 13:47 | Report Abuse

The corporate exercise to acquire the following companies will be finalised soon :-

(i) reNIKOLA (Arau) Sdn. Bhd.;
(ii) reNIKOLA (Gebeng) Sdn. Bhd.;
(iii) reNIKOLA (Pekan) Sdn. Bhd.;
(iv) reNIKOLA Solar Sdn. Bhd.; and
(v) reNIKOLA (BKH) Sdn. Bhd..
(collectively known as the “Acquiree Companies”)

This deeply undervalued solar energy power play stock will see a massive revaluation soon.

Stock

2021-10-11 10:03 | Report Abuse

CMS's associate OMH to boost earnings going forward.
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Cement - full force
Facilities management (Road building/maintenance) - no more stop order
KKB - engineering full force
Kenanga - financial services, not much change
OMH - Better ASP going forward - the biggest catalyst for further upside.
MSAP - bigger scale compare previously
Sacofa - big tender coming soon

Stock

2021-10-11 09:53 | Report Abuse

CEDK a cornered Stock.

Posted by charlie chia > Oct 10, 2021 2:14 PM | Report Abuse

Let watch on Monday on the momentum
Look like something is brewing
Small market capital about 195m shares
Directors already control more than 75%

Stock

2021-10-11 09:51 | Report Abuse

CEKD - the leader in the die cutting industry in Malaysia.

Stock

2021-10-11 09:24 | Report Abuse

Tin - the ‘forgotten eV metal’. -massive boost for MSC

As other commodities gain public attention tin is quietly gaining momentum as a performance enhancing component in all of the three generations of advanced anode materials that have been roadmapped to 2030

StoreDot accelerate to fast-charging eVs with silicon and tin

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024.

Stock

2021-10-10 14:44 | Report Abuse

CEKD Berhad is a die-cutting solutions provider and have been involved in the manufacturing of die-cutting moulds and trading of related consumables, tools and accessories since 1989. They have more than 30 Years of Experience in the Industry.

The board stated they are the LEAD MANUFACTURER for the complete custom die-cutting solutions. As date of 6 August 2021, they are serving about 1309 customers from various industries such as paper printing and packaging industry, electrical and electronics industry, automotive, plastic packaging as well as textile and leather industries. with a total of 48.3% of average gross profit margin.

From the above clarification, we can know CEKD is a LEADER in this industry.

Stock

2021-10-08 16:31 | Report Abuse

CEKD- Upper limit is 92 sen.

Stock

2021-10-08 11:29 | Report Abuse

Most of the IPO with rally 90% - 150% from the First Debut. (provided company has a good plan and future prospect)


RAMSSOL - IPO Price RM 0.45 - Highest Price - RM 0.955 (111% of gain)

CTOS - IPO Price RM 1.10 - Highest Price - RM 2.10 (90% of gain)

PEKAT - IPO Price RM 0.32 - Highest Price - RM 0.930 (188% of gain)

VOLCANO - IPO Price RM 0.35 - Highest Price - RM 0.705 (100% of gain)



CEKD - IPO Price RM 0.48, Current Price - RM 0.62 (28% of gain Only)


The Technical Chart showing it will reach All Time High Level soon. How much would you pay for this CEKD?

Stock

2021-10-08 11:17 | Report Abuse

"CEKD has leveraged off the industrial growth in Malaysia to expand its business, these industries include paper printing and packaging, the E&E, automotive and textile, just to name a few. These industries will continue to grow and thus so does CEKD’s outlook and sustainability.

"Further, the Covid-19 pandemic has led to a substantial increase in demand for packaging material which CEKD supply to. We see a lot more growth opportunities given the number of industries that CEKD can cater to while not relying on any particular industry, [mitigating] the risk of over-reliance [on a particular sector],"

Stock

2021-10-08 10:29 | Report Abuse

CEKD to focus in the Packaging Sector- the high growth sector.
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CEKD will invest in two new factories in Kepong to consolidate the Hotstar operations to improve productivity. Hotstar's operations are currently conducted at three different locations. So with the consolidation, we are sure that we can increase our efficiency and increase management ability.

We will be investing in technology, software and new machineries to increase our capability due to higher demand of the accuracy of die-cutting moulds, the fast turnover of the packaging industry and the sophisticated packaging needed.

Along with the rapid development of e-commerce, the boost of e-commerce would lead to higher demand for packaging, such as paper boxes and corrugated boxes, as well as eco-friendly packaging opted by some e-commerce players.

As they will need our die-cut moulds for their packaging, it will also provide us opportunity for innovation in the packaging industry to enhance the packaging design and product safety, improve the unboxing experience and optimise the packaging for last-mile delivery.

Stock

2021-10-08 10:20 | Report Abuse

MALAYSIA SOLAR ENERGY MARKET - GROWTH, TRENDS, COVID-19 IMPACT, AND FORECASTS (2021 - 2026)


The solar energy installed capacity in Malaysia is expected to register a CAGR of more than 10% in the forecast period of 2021-2026, reaching 2.07 GW of installed capacity in 2026 from 882 MW in 2019.

The COVID-19 has slightly affected the solar PV installations in the country during Q1 and Q2 2020 due to the lockdown restrictions, supply chain disruptions, solar PV production, and project implementation delays. Moreover, the government also postponed ambitious solar tenders, including a tender of capacity 1 GW in 2020.

However, with the increasing investments in the renewable energy sector, and the country's efforts to shift from fossil fuel-based power generation, the solar energy market is expected to grow significantly during the forecast period.

Moreover, Malaysia's government has implemented various supportive policies and incentives for the growth of solar energy, which is further expected to drive the market.

The utility segment is expected to dominate the solar energy market in Malaysia, owing to the upcoming large-scale solar power projects in the country.

Malaysia is aiming to install 9 GW of solar energy capacity by 2050. Therefore, the country's ambitious solar energy targets coupled with business models such as solar leasing are expected to create a significant amount of opportunities in the near future.

The solar market is expected to grow significantly, owing to the supportive government policies and initiatives at different end-user segments like residential or commercial & industrial (C&I).

Stock

2021-10-07 17:44 | Report Abuse

The corporate exercise is approaching for this pure play renewable/solar energy GEM aka Re NIKOLA.

Stock

2021-10-07 13:41 | Report Abuse

CEKD Bhd - A Leading Die-cutting Mould Manufacturer in Malaysia.

CEKD Bhd (CEKD) is a die cutting solutions provider, involved in the manufacturing of die cutting moulds and trading of related consumables, tools and accessories.

Heightened demand for die-cutting mould is highly anticipated following the economic recovery. CEKD is also planning to capture bigger market by expanding its business within the Southeast Asia region.

Good to accumulate at current valuation.

Stock

2021-10-06 13:51 | Report Abuse

Credit Suisse remain gung-ho on CTOS

KUALA LUMPUR (Oct 6): Credit Suisse has initiated coverage of CTOS Digital Bhd with an “outperform” rating and a target price (TP) of RM2.50, in view of its wide sustainable moat in the credit rating industry, bright industry prospects and anticipated multi-year growth.

In a note on Wednesday, Credit Suisse analysts Danny Goh and Jae Ang said CTOS is deemed to be a leading credit rating agency in ASEAN, with leading presence in the Malaysian and Thailand markets.

Stock

2021-10-06 11:53 | Report Abuse

CTOS offers free dark web monitoring to all Malaysians for one month

“CTOS places paramount importance on cybersecurity risk and data breach protection, with all data and information in our possession protected with world-class certified data security technology,” he said.

Martin said the firm will continue to make significant investments to ensure that its information technology (IT) and data security framework, policies, procedures and systems are benchmarked against BNM’s Risk Management in Technology (RMiT) standard and ISO 27001, as well as other global standards.

He explained that as cyberattacks are becoming more frequent and sophisticated, the company had also stepped up its proactive assessments and processes to protect the integrity of its data.

He also clarified that BNM’s decision to temporarily suspend access to CCRIS services is applicable to all credit reporting agencies and not just CTOS.

He added that the industry-wide move is a precautionary measure to further protect customers’ information.

Martin assured customers that CTOS is working closely and expeditiously with the related regulators to monitor the situation, and is also conducting additional assessments to identify if further security measures are needed.

Stock

2021-10-06 11:35 | Report Abuse

CTOS set to benefit further.

With CTOS having the best IT security in the industry, further gain in market share is highly likely should regulators impose stricter standards.

Stock

2021-10-03 09:12 | Report Abuse

CTOS Assures Customer Data Is Secure In Light Of CCRIS Suspension
By Editor - October 2, 2021

Malaysia is reeling on the back of another series of personal data leak news, this time supposedly from one of the government agencies. In order to protect further exposure Bank Negara had stepped in and temporarily suspended access to Credit Control Reference Information System.

However, there should be no concern for users of CTOS, the credit reporting agency has confirmed that its data assets are secure. In efforts to allay fear and peace of mind, the company also announced that dark web monitoring through CTOS SecureID would be available free of charge for one month. They can use the service to check if they data is available on the dark web.

CTOS Group Chief Executive Officer, Dennis Martin said, “We would like to assure the public that as of now, there are no indications that our data assets have been breached. As Malaysia’s leading credit reporting agency, CTOS places paramount importance on cyber security risk and data breach protection, with all data and information in our possession protected with world-class certified data security technology.

“We have made and will continue to make significant investments to ensure that our IT and data security framework, policies, procedures, and systems are benchmarked against Bank Negara Malaysia’s Risk Mgmt in Technology (RMiT) standard and ISO27001, as well as other global standards.”

He went on to explain that as cyber-attacks were becoming more frequent and sophisticated, the company had also stepped up its proactive assessments and processes to protect the integrity of its data.

“Our systems are regularly subjected to comprehensive penetration tests, vulnerability assessment and audits by 3rd party IT security specialist firms to ensure its continued robustness. We are confident that we are well-positioned to defend our data assets against any potential cyber security attacks, which is further affirmed by the fact that there has been zero occurrences of any data breach since our inception in 1990,” he added.

Martin also clarified that Bank Negara Malaysia’s decision to temporarily suspend access to the Central Credit Reference Information System (“CCRIS”) service was applicable to all credit reporting agencies (CRAs), and not just to CTOS. The industry-wide move is a precautionary measure to further protect customers’ information.

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2021-10-01 12:07 | Report Abuse

Every US$2,000/mt increase in our tin price assumption of
US$25,000/mt in 2022 could raise MSC’s earnings by about 20% annually. If tin price
remains at its current high of about US$37,000/mt in 2022, this could result in 23% upside to
our target price of RM3.02 to RM3.73.

UOB Kay Hian dated 29/9/2021

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2021-09-29 14:32 | Report Abuse

Re Nikola a Pure Green ( Solar) Power player to benefit in future.

"According to Tenaga National, coal was the predominant fuel for producing electricity in Peninsular Malaysia last year, making up 65.84% of the power being generated. This is followed by gas at 29.67%, hydropower at 3.78% and solar power at 0.7%."

https://paultan.org/2021/09/28/rmk-12-malaysia-to-be-carbon-neutral-by-2050-cleaner-electricity-to-replace-coal-fired-power-plants/

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2021-09-28 18:49 | Report Abuse

CTOS Digital attracted record number of cornerstone investors-CTOS growth is Compelling.
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A total of 23 cornerstone investors invested in CTOS Digital, including renowned names such as the Employees Provident Fund Board, Permodalan Nasional Bhd, Aberdeen Standard Investment, AIA, Eastspring Investments, FIL Investment Management and JP Morgan Asset Management.

CTOS Digital is the holding company of CTOS Data Systems Sdn Bhd and has an associate stake in Business Online Public Company Limited in Thailand – making the Group Asean’s leading credit reporting bureau.

Group chief executive officer (CEO) Dennis Martin said that CTOS Digital’s growth story, combined with an innovative, comprehensive product offering has proven to be a compelling one.

“The tremendous support from notable local and global institutional investors reflects their confidence in our strong track record and growth trajectory going forward,” Martin added.

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2021-09-27 13:57 | Report Abuse

Tin may be the ‘forgotten eV metal’. As other commodities gain public attention tin is quietly gaining momentum as a performance enhancing component in all of the three generations of advanced anode materials that have been roadmapped to 2030, plus some solid state technologies. Several hundred papers and patents have tracked development of tin-based materials to maximum theoretical capacity and even beyond. Although the field is highly competitive, startups and major OEMs are starting to signal their interest in tin and International Tin is monitoring developments with keen interest.

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2021-09-27 09:42 | Report Abuse

StoreDot accelerate to fast-charging eVs with silicon and tin

Pioneering lithium-ion battery start-up StoreDot is focusing on silicon and tin to achieve extreme fast charging. Their first five-minute batteries will be available for testing later this year, while mass production will begin in 2024.

StoreDot announcedthat they will work with Chinese manufacturer EVE Energy to mass-produce their XFC FlashBattery for electric vehicles (EVs). “XFC technology is absolutely critical to accelerating the adoption of petrol- and diesel-free vehicles by eliminating the barrier of range and charging anxiety”, said EVE’s Chairman of the Board, Dr. Liu Jincheng. Daimler, BP, and Samsung are also key investors in the StoreDot technology.

A key component of the development is a new anode material that replaces graphite with new high-capacity materials. “Most of our efforts currently are focused on transitioning to silicon and tin”, said StoreDot CEO Doron Myersdorf.

StoreDot had previously sent Gen 1 samples to potential customers with germanium-based anodes but found this metal was not sufficiently abundant and not affordable. Their Gen 2, silicon-tin, fast charging cell already records an energy density of 240 Wh/kg, with a longevity of 1,000 cycles possible by the end of the year.

By 2028, this energy density could almost double with the launch of Gen 3 cells. These are designed with a hybrid form of solid-state technology and could store 440 Wh/kg. Lead-acid batteries, by comparison, hold 35-40 Wh/kg.

Traditionally, lithium-ion batteries use a graphite (carbon) anode. These are extremely stable at normal charging rates but have a high electrical resistance. During fast-charging, this causes needle-like dendrites to form on the graphite anode surface, damaging the battery.
StoreDot have replaced the solid graphite anode with tightly packed balls of silicon-tin to reduce resistance and increase conductivity. These nanoscale balls swell during charging, but there is enough room between the balls to limit swell-induced damage that has previously caused problems for non-graphite anodes.

Our view: EVs currently struggle to compete with petrol and diesel vehicles when it comes to refuelling; 3-4 miles per minute charging is the current industry standard for EVs. StoreDot hope their Gen 2 cells will provide 20 miles per minute, with Gen 3 reaching 25 miles per minute. If charging station innovation can keep up with StoreDot, their silicon-tin extreme fast charging cells could transform commercial EV charging.