Catcha Digital is another Pertama Digital (PERTAMA,8532) is making.

VS-WB no goreng up yet. Worth a look

GOOD NEWS GOING TO ANNOUNCE

They said target RM1.50 wow

南洋 - 凭单专栏/温世麟
业绩前后波幅大 威铖WB具投机价值/温世麟

Tan KW
Publish date: Mon, 19 Jun 2023, 09:02 AM
威铖（VS，6963，主板工业股）的股项在上周四宣布业绩前后，吸引投资者注意。威城在上周二业绩宣布两天前，已经价量齐升。

不过，该集团股项在业绩宣布后，在周五表现先盛后衰，并在创下87仙的高位后，全天倒跌1.5仙至闭市时的83仙。该集团的公司凭单威铖WB（VS-WB）则整个星期都在2至3仙范围波动，最终以2.5仙结束上周交易。

威城是一家领先的综合电子制造服务（EMS）供应商，并在大马、中国和印尼设有厂房。该集团在截至2023年4月30日结束的2023财政年首三季的营业额达到34.4亿，比2022财政年同期的29亿上涨约18%。

尽管营业额上升，该集团的净利润从 1.352 亿令吉，下降 12.8% 至 1.178 亿令吉。

该集团在业绩报告表示，盈利下跌是因为电力、劳动力和融资成本增加，以及外汇亏损导致。

展望其前景，威城预计未来一个季度的需求可能会上升。该集团也深信其经验丰富的管理层，良好的业绩记录和稳健的资产负债表，将为公司在面对挑战时提供强力的支持。

VS-WB目前的溢价达到69%，这对一项还有一年就到期的凭单来说是很高的。其高达42.4%的引伸波幅比母股历史波幅高，使得VS-WB理论上也估价昂贵。

不过，由于该凭单价位低，每个价位波幅极大，使得该凭单仍具有投机价值。VS-WB的有效杠杆其实也达到相当高的5.36倍，使得一些投机者仍然愿意搏一搏。

声明：本文作者不持有文中公司股权。

New MNC customer Apple, Tesla or Dyson ?

VS likely get new contract from new MNC customer.

KWSP, EPF and Dato Beh keep buying from open market showing something big going to happen soon.

VS super good news !

Good news from Dyson.

VS super good news

DL era is over. Now we welcome Freddy Lim on board. Wish Bahvest can rebound strongly to 30sen.

Today DL selling his last block shares in market. No more selling pressure after his selling.

Both FL and DL are long time good friend. It is just a drama to buy cheap stock from panic selling. After buy enough, they will announce good news and goreng up the share price. Just wait and see.

Freddy Lim may accumulate the share in market. When the panic selling over, strong rebound will coming !

Bahvest already oversold. Bahvest market capital drop more than 60% from recent high, more than RM20mil claims. It is no logic at all.

Everyone Get Ready. Bahvest going to rebound.

Will Tong Kooi Ong buy into MediaC?

Will Tong Kooi Ong buy into MediaC?

MediaC is coming.

Dr Zaliha confirms 10-year extension medical supply deal with Pharmaniaga

savemalaysia
Publish date: Tue, 18 Apr 2023, 04:54 PM
KUALA LUMPUR, April 18 — The Health Ministry today confirmed it is extending a logistics and distribution concession with Pharmaniaga Berhad to supply the government with medicine for 10 more years.

The local pharmaceutical company was previously given a conditional agreement for 10 years in January last year, which was subject to terms and conditions that were initially supposed to be finalised before last December 31.

The deadline was then extended to June this year.

“We really need them and it is our responsibility to try and help them since it’s a GLC,” Health Minister Dr Zaliha Mustafa said, using the initials for government-linked company.

Pharmaniaga was previously under the financially troubled PN17 category on Bursa Malaysia after posting RM607.32 million for the financial year that ended December 31, 2022 against a net profit of RM172.15 million in 2021.

The company had attributed it to the RM552 million provision for “slow-moving stocks of Covid-19 vaccines”.

Dr Zaliha was speaking at Zecon Hotel in Cheras after attending a town hall session on a proposed Health White Paper.

She also advised the public to return expired or unused medical drugs to any hospital instead of throwing them away indiscriminately as they could harm the environment.

She said it will incur extra cost for the government if medicines are not disposed of properly.

“The incurred cost for this will be around RM2,000 to RM3,000.

“In MOH we have a system to dispose of drugs properly. There is a Pharmacy Department that acts on the matter,” she said.



https://www.malaymail.com/news/malaysia/2023/04/18/dr-zaliha-confirms-10-year-extension-medical-supply-deal-with-pharmaniaga/65348

Any update on Catcha ? Share price very strong

Buy for long term. Target price should be around RM0.80-RM1.00

Catcha Digital Berhad Investor Presentation – March 2023
https://catchadigital.com/wp-content/uploads/2023/03/20230308-CDB-Investor-Deck-vFinal3.pdf

PERTAMA now RM2.39, CATCHA RM0.315.

U mean Catcha is another PERTAMA?

MYEG will close at 90sen today.

DNEX another Serbadk.

LIMIT DOWN LIMIT DOWN

Limit Down

Dnex game over liao.

Without the deal, DNEX only worth 20sen.

Expect more bad news will coming out.

Dnex will drop to 50sen if the deal cancel.

China party cancel the deal to buy Silterra ?

DAGANG NeXCHANGE BERHAD - COMMENCEMENT OF ARBITRATION PROCEEDINGS AGAINST MIMASTRONICS TECHNOLOGIES COMPANY LIMITED IN RELATION TO A PROPOSED INVESTMENT IN DAGANG NeXCHANGE BERHAD'S GROUP OF COMPANIES

The Board of Directors of Dagang NeXchange Berhad (“the Company” or “DNeX”) wishes to announce that DNeX Semiconductor Sdn. Bhd. (“DNeX Semi”), a wholly-owned subsidiary of the Company, had on 17 November 2022 issued and served a Notice of Arbitration to commence arbitration proceedings against Mimastronics Technologies Company Limited (“MIMAS”) under rules 5.3 and 22.4 of the Asian International Arbitration Centre Arbitration Rules, 2021. MIMAS is wholly owned by Tethystronics Technologies Company Limited a special purpose vehicle ultimately owned by Beijing Integrated Circuit Advanced Manufacturing and High-End Equipment Equity Investment Fund Center (Limited Partnership), which also held 40% equity interest in SilTerra Malaysia Sdn. Bhd. (“SilTerra”). SilTerra is a 60% owned subsidiary of DNeX Semi which in turn is a subsidiary of the Company.

KAB consolidated so long. Time rocket soon.

This Dark Horse is lai liao

Dairy Producer Farm Fresh Surges in Kuala Lumpur Trading Debut
Shares advance as much as 34% in early trade on Tuesday
It’s the country’s biggest initial public offering since July
ByFilipe Pacheco and Yantoultra Ngui
22 March 2022, 09:05 GMT+8
Malaysian dairy producer Farm Fresh Bhd. jumped in its trading debut in Kuala Lumpur, following the Southeast Asian country’s largest initial public offering since July.

The shares traded as high as 1.81 ringgit, after being sold at 1.35 ringgit each. The company and shareholders raised about 1 billion ringgit ($238 million) in an offering that lured a record 30 cornerstone investors including Abrdn and Franklin Templeton Asset Management (Malaysia).

The firm, which has a unit of sovereign wealth fund Khazanah Nasional Bhd. among its investors, is reviving the IPO market in Kuala Lumpur at a time of slow activity in traditional venues due to rising interest rates and Russia’s invasion of Ukraine. It’s the third company to list in the Bursa Malaysia this year and the largest since CTOS Digital Bhd. more than eight months ago.

The IPO allowed “investors to have exposure in defensive or non-cyclical stocks amid prevailing market volatility with the escalating Russia-Ukraine tensions and rising interest rate atmosphere,” analysts at JF Apex Securities Bhd wrote in a note before the shares started trading.

Outstanding Size
Farm Fresh's IPO was the largest in Malaysia in over eight months


Source: Bloomberg

Starting out producing dairy products from 60 cows imported from Australia, Farm Fresh had expanded to a network of more than 800 home dealers and 38 regional stockists as of last year, according to its website. It controls 18% of Malaysia’s ready-to-drink dairy market.

The company is set to get 301 million ringgit from the sale. It plans to use the money to build a manufacturing hub, a diary farm and processing facility in Malaysia as well as boost production in Australia and elsewhere in Southeast Asia.

“We like Farm Fresh for its strong market presence in Malaysia’s dairy industry, local and regional expansion plans. The company has a dividend policy of 25%,” Ronnie Tan, an analyst at Mercury Securities Sdn. Bhd. wrote in a note prior to the debut giving a subscribe recommendation on the shares.

CIMB Investment Bank, Maybank Investment Bank and Credit Suisse are joint global coordinators in the IPO.

Many famous big fund is cornerstone investor of FFB. Huge upside ahead

Farm Fresh will include into KLCI 30 Index soon. Target price RM2.35-RM2.50 !

Everyone is afraid Andy Hall even the fund house. They may sell first since learn from last time big losses in ATAIMS.

VS is falling knife. U dare to catch ?

The major risk is Andy Hall will throw a bomb anytime on VS.

Another ATAIMS is making. Becareful.

Maybank IB starts coverage on Hibiscus, target price RM1.70
Surin Murugiah
/
theedgemarkets.com

February 17, 2022 09:30 am +08
-A+A
KUALA LUMPUR (Feb 17): Maybank Investment Bank has initiated coverage on Hibiscus Petroleum Bhd at RM1.13 with a “Buy’ rating and target price (TP) of RM1.70 and said Hibiscus is the best play for a cyclical, rising energy price market.

In a note Tuesday (Feb 15), the research house said Hibiscus is fundamentally sound (low P&L break-even oil price; sub-USD40+/ boe), financially resilient, well-run and offers compelling growth (3-year NP CAGR of 53%) with undemanding valuations.

Maybank IB said Hibiscus, a pure upstream O&G operator is the most leveraged O&G play to capitalise on the strong energy push. FY22-24 earnings will grow by 35%- 54% for every US$10/bbl rise in oil price.

“It has a relatively low lifting cost (P&L break-even oil price of sub-USD40/boe).

“Our TP is conservatively pegged to US$10/ boe of EV/ 2P valuation (@ 10x FY23 PER), a 45% discount to its peer average of USD19/ boe.

“Accretive M&As, asset monetisation deals or additional 2P reserves upside would add to upside,” it said.

Tomolo will limit up

Dnex & SMIC in 5billion deal.

This time news link to SMIC China.

Wah. Super good news ! Go go go