Ally Ong Yee Min

AllyOng96 | Joined since 2020-10-27

Investing Experience Intermediate
Risk Profile High

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Stock

2020-11-01 19:59 | Report Abuse

gemfinder, you will.

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2020-11-01 17:46 | Report Abuse

Mother share price have been consolidate since Dato Doh take over. I believe operators already have enough tickets to push the price. You should buy warrant to win big.

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2020-11-01 15:19 | Report Abuse

You should study deeply before give such irresponsible comments.

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2020-11-01 15:12 | Report Abuse

Warrant is a gem.

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2020-10-31 13:02 | Report Abuse

Price may start to rally and never looks back. Buy warrant to win big.

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2020-10-31 12:24 | Report Abuse

A stock you shouldn't miss if you already missed Matrix concept and also Scientex.

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2020-10-30 23:05 | Report Abuse

Moving forward, our Group intends to focus on the following 3 key strategies to drive sustainable value creation for an improved efficiency and productivity:- (i) (ii) (iii) diversifying the geographical presence; strengthening in-house construction capabilities; and exploring supply chain partnerships or technology enabler. Pursuant to the above, set out below are the initiatives and plans currently implemented by our Group:- (i) (ii) (iii) In view of our expanded geographical market presence, it is our intention to set up mobile manufacturing facilities, which will be equipped with production lines and the necessary raw materials, at our project locations to ease the carrying of our manufacturing activities of precast concrete and industrialised building system (IBS) at the project sites. At present, our projects are located in Peninsular Malaysia, Indonesia, Qatar and Oman. With the mobile manufacturing facilities, our manufacturing activities will be able to source the necessary materials from the nearest mobile manufacturing facilities to the project execution site to ensure a smooth logistics process for timely delivery of outputs. As at the LPD, our management team is still in the midst of identifying suitable base for the intended purpose; In an effort to strengthen our construction capabilities to become a full-fledged construction player, our Group is pursuing the necessary qualifications and licenses, for instance Construction Industry Development Board ("CIDB") license Grade 7, Sijil Taraf Bumiputera ("STB") license, Sijil Perolehan Kerja Kerajaan ("SPKK") license which allows us to undertake a higher value of construction contracts within Malaysia as well as the Ministry of Finance ("MOF") license to participate in Government or semi-government projects. As at the LPD, our wholly-owned subsidiary, namely SCIB Industrialised Building System Sdn Bhd ("SIBS") has successfully obtained the CIDB Grade 7 license, which allows SIBS to tender for contracts with unlimited value. Additionally, SIBS has also received STB license, SPKK license, which qualify SIBS as a Bumiputra contractor to undertake local construction projects, which require Bumiputra ownership as pre-requirement. Our management team has identified 2 of our other wholly-owned construction subsidiaries, namely SCIB Properties Sdn Bhd and SCIB Infraworks Sdn Bhd to qualify for the licenses, namely CIDB G7, STB, SPKK and MOF licenses. This will expand our construction capacities to tender and undertake a higher number of construction projects; and With the development and evolvement of Industrial Revolution 4.0, our management team has explored the digital approaches such as 3D printing technology to transform our existing supply chain into a digital value network system. The integrated 3D-printing architecture is a new emerging technology in the construction industry as the integrated 3D-printing architecture is able to build and imitate the building concepts model into an entire physical structure by integrating the design, construction, equipment, new materials and application to the architecture within a short period of time without incurring high cost (as it specifies the exact volume of each material and thus lowering the costs of production) against the traditional method.

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2020-10-30 15:23 | Report Abuse

Next Qr will be extremely good.

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2020-10-30 15:14 | Report Abuse

You shouldn't worry on the turbulence. Just top up more when market sentimen weak. This is a good opportunity for you to buy. Always remember, buy on weakness, sell on strength.
SCIB still strong and solid ya. Next Qr will be very very good. SCIB will held an AGM on this 17th Nov. Once the bonus issue approved, the next day or later they will announce the bonus ex-date. My TP still remains the same.

TP prior to Q3 release
RM4.98

Fair value
RM6.5

1 billion cap.
RM8.2

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2020-10-30 15:09 | Report Abuse

Good opportunity to buy back Lagenda warrant if you already missed.

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2020-10-28 13:51 | Report Abuse

Simon, my old account seems to have some problem. This is my new account.

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2020-10-28 13:50 | Report Abuse

zzprozaz, you have to switch the site to Singapore ya.

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2020-10-28 12:21 | Report Abuse

Zz, already pm you ya.

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2020-10-28 12:16 | Report Abuse

Spammers every where

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2020-10-28 12:06 | Report Abuse

今日要写一个较为冷门的股 —— Lagenda。Lagenda 之前的名为 D.B.E Gurnery , 是专做畜牧业的,但现在洗心革面,完全把畜牧业那一块售卖出去,老板也换了,彻底转型为打造霹雳低价房产这块业务。那么 Lagenda 业务和其他房地产公司有什么特别之处? 从投资者的角度来看,Lagenda 可以做到一个单位售价 RM 150K, 但是却每个单位可赚取 RM 40 – 50K, 达到 25-30% 的 PAT margin。要知道,其他大公司发展商的PAT margin 也只是维持在 5 -10% 左右而已,也有一些较好的房产建筑商,也只是达到了15% 左右的PAT margin 而已。那么Lagenda 是如何达到建造低价房产,并且还能维持这样高的赚幅呢?

1) Lagenda 公司因为拥有自己的 construction arm, 建筑材料子供自足,因此在原材料这一边节省了一笔开销


2) 以超低的价格购买土地。管理层瞄准一些2-3线地区的土地,以 RM 2-3 per square feet 的成本购买 ,只占据了 5-6% 的 GDV


3) 2-3线的土地会不会太过偏僻而没人来? 不会! 这些土地距离 West Coast Expressway (WCE) 只需要15分钟左右的路程,所以随着未来 WCE 开张后,这些城镇也会得到大众的关注,无需担心过于偏僻的问题。

4) 房屋价格比邻近房屋价格便宜 30% 。霹雳邻近房产的价格大多都是 RM 200K 以上,但 Lagenda 的单位售价位于 RM 150K 左右,而且还有一些高级设施例如 clubhouse, 泳池等,所以 take up rate 很高! 目前 Lagenda 旗下有3个工程1. Bandar Baru Setia Awan Perdana (BBSAP)Phase 1 已经完工了GDV: RM 729 milTake up rate: 98%Phase 2 和 3 还在建造中,但预计会在 2021 – 2022 之间完工 2. Lagenda Teluk Intan (LTI)Unbilled Sales: RM 157.9 milRemaining GDV: RM 978 mil 3. 其他发展地区Unbilled Sales: RM 61.8 milRemaining GDV: RM 283.8 mil



这些房屋因为价格低,所以成功吸引了许多 B40 和 M40 的群组购买。毕竟对于薪金 RM 2K – 3K 之间的群组,比较难负担RM 230K 以上的房屋。因为便宜又有设施的 Lagenda 成了他们可负担的房屋。Lagenda 房屋大多数的客户都是马来群组,公务员居多,所以不必担心无法还款这个问题。更何况,现在有 HOC 和 Skim Rumah Pertamaku 的推动下,购买者可以获得100%的贷款,也就是连头期都不用支付!



总的来说, Lagenda 在价格上的优势,超低的成本,比其他发展商还要高的赚幅成就了它独特的定位,让他在房产行业低迷的时候所受到的影响不大。不过由于公司刚刚转型,所以或许一些投资者会较于谨慎去投资。



Disclaimer: 所有在 E.E Cameron 的平台所分享的数据、内容以及分析只能作为信息参考,并没有任何形式的买卖建议或者投资策略。请各位在买卖股票前,询问你的股票经纪商或专业投资顾问。本平台不对读者的任何股票交易亏损负起责任。

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2020-10-28 12:05 | Report Abuse

My miss universe stock already start its engine today.
Those interested pls pm me ya. Few of the members here already bought and enjoying 20% profit so far.

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2020-10-28 12:02 | Report Abuse

Warrant is a good buy compare to it mother share. If mother goes up to RM1.20.
Warrant could have more than 100% returns.

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2020-10-28 11:57 | Report Abuse

Yes Shaun, free warrant too.

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2020-10-28 11:45 | Report Abuse

Unusual volume today.

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2020-10-28 11:39 | Report Abuse

Why many spammers?

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2020-10-28 11:15 | Report Abuse

Most probably by next week SCIB will announce the bonus issue ex-date.

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2020-10-28 10:49 | Report Abuse

Lagenda warrant is a good buy.