Compare valuation against regional peers then you find Revenue as super undervalued. Check out Yeahka.HK (China), AMS:Adyen (EU), NYSE:SQ (USA), NASDAQ:PYPL (USA), NASDAQ:STNE (Brazil). Last but no least, gaining huge popularity: Wirecard.

Study their business model and you will know why these companies command such high valuation and what is their potential in the future.

Me personally I'm in GHL more as it is more stable compared to Revenue. GHL has better regional presence, stronger management team, and better track record.

I believe this business eventually will be a winner take all and GHL stands out better.

Compare valuation against regional peers then you find GHL as super undervalued. Check out Yeahka.HK (China), AMS:Adyen (EU), NYSE:SQ (USA), NASDAQ:PYPL (USA), NASDAQ:STNE (Brazil)

There is downside risk to it, but Im staying on the optimistic side

I top up dy, next year come back seee it double

https://valueinvestasia.com/a-full-analysis-of-revenue-group-berhad-towards-a-cashless-society/

Also once revenue is in main board, more funds will start buying it. PE may have to be readjusted.

Those waiting for discount now is a good time to pick up. Post covid more people will look to implement contactless payment. For those thinking Q2 gonna be even worse, if Malaysian market is efficient it's priced in already.

Just check Dax property, lead by this guy https://www.linkedin.com/in/timothy-hor-3136757/?originalSubdomain=my Seems legit

Personally I think long term still intact, will add up upon weakness.

Taking back my statement above. Management has explained.

The lower PBT recorded for the current financial quarter
ended 31 March 2020, on the back of a relatively flat revenue, was mainly due to the increase in
the administrative expenses such as connectivity expenses (e.g. SIM cards, lease line) by
approximately RM0.59 million, expenses relating to the digital payment services and
procurement & logistic services by RM0.62 million, as well as the increase in the staff cost by
approximately RM1.23 million due to the increase in the headcount.

GP margin increase, Operating CF increase, management no explanation on the extra 3M of admin expenses (quite worried in terms of the integrity of the management as no explanation) resulted in drop of profits. Overall, long term still intact. Those hoping to finally buy on weakness, now may be your chance, unless there is another melt down of financial crisis. Price volatility is expected but long term growth story still intact. Proceeds from new share should have enough money for expansion, company is heavily investing in IT which they are aware is important, hope for good news to come.

TM seems like a better choice for those looking for as-a-service company.

readjust profit still high PE. Operating cashflow still low, gp margin decreasing. Good industry but seems like management cant do a good job to capitalise, even revenue growth has been on a decreasing trend QoQ. Until management can give a clear view, I shall stay far.

EPF joined the game, hop on board for the long term gain

US airlines stocks all masuk longkang

Added back to watchlist, may add soon

WHAT IF we move towards tele-medicine, what impact will it have towards glove consumption?

Support your company by supporting their ecommerce.

https://www.lazada.com.my/shop/duopharma?spm=a2o4k.searchlistbrand.card.2.182856beYBOCum&from=onesearch_brand_7015

https://shopee.com.my/duopharma.os

After MCO period you will all realize what position is Airasia in. It may be undervalued now or severely overvalued. Time will tell. Im leaning on severely overvalued. Disclaimer: I am invested in American airlines company but not airasia.

Btw thanks KLCI King, but I stand firm with my choice. Low downside, huge upside. I'm betting on Malaysia picking back up their economy in the mid-long term. CIMB may not recover in the short term but a cheap stock to bet for the mid term.

Also buy while you can, this kind of discount dont come around often.

Go look at the major shareholders of CIMB, they are mostly institutions. Oil price crashed already priced in. Find a new story.

Will reap the reward a few months later. CIMB is one of the leading banks in Malaysia, it won't fall down. Besides oil price will increase back in no time, FED printer will bring it back to its glory days.

Added @3,37. CIMB has TnG also, biggest ewallet in Malaysia aside from Grab. Will look forward to their development.

KWSP everyday supporting the price, won't expect it to drop huge. Just buy and comme back next year!

TM going into KLCI, expect leg up soon.

CIMB market cap is 35B, how much money to short this stock lol. You think big funds will let this happen? Exposure to oil not just on CIMB, but all banks as well. Is just Hin Leong is the high profile one. Might as well short every banks in Malaysia.

Since i let go at 74 c, it has gone up so much, haiz

Thanks for the run up, will buy back if there's a drop. However, I still think ATA is safe, but my cpital will deploy to other undervalued stocks.

A lot of new investor now, ie 'dumb money' don't know anything jumping into market thinking its easy money later on get eaten by sharks. Now it's still safe as there are no short selling. You will know who's wearing pants and who's not when the tide finally settles.

Investing in AA is questionable, investing in AAX now is pure speculation.

Baby Shark now happy. Next QR should be ok, if anything is priced in. If next FY does not recover, then ATA will drop more.

Alright sir, by all means. Disclaimer: I'm not investing or planning to invest in AA unless fundamental changes. Yes you may say I may lose out some gains if it recovers after new news comes out, I'm not worried as I am more concern about not losing money. Besides, my other holdings are all rising high. Your choice sir, you choice :)

Can check through annual report, however for valuing a company, non-operating/one-off/unusual should be readjusted so likely won't matter. And stock value has mostly recovered, so it shouldn't be a problem. EPF disposing is just readjustment of portfolio as takaful has recovered its shareprice. I have no idea about the banca thing, no insider news.

If they are smart like Buffet, they won't buy open market share lol (note: Buffet just sold some of its airlines share). They will do a private deal (private placement, takeover share after bankruptcy) with the company as these company needs liquidity to survive and the rich can provide. They won't give free money without a bargain. Who will lose value? Existing shareholder.

I am not selfish, I'm just giving you my view. We come back 6 months later and see ok? Unless there's something I'm missing with AA in terms of their balance sheet strength.

Likely will come down like a house of card after this whole Covid-19 fiasco, however, glove consumption should be rising high even after Covid-19 but will this justify its PE of 67?

The current price seems tooooooo optimistic

You guys are wrong, AA may/may not survive but that is none of your business. You should invest where your capital should be going. We need airplanes not airlines, eg AA can declare bankrupt, bought over by someone new with the existing AA name, you as a s/holder lost everything, and a new AA will be reborn. Too much possibilities, and not worth taking the risk

Scary point to note for all companies with high cash figure, check where they place their cash. Takaful has alot of assets charge under FVTPL in equities, this will hit their P/L in the upcoming quarter.

oh boi you are wrong, Im telling you to buy lower not me. Also, long term AA will be back (post MH370 and 9/11) but the question is how long AA can survive? RI, bailout from gov, issue high interest bond? What measures will they take, and your future profitability as a shareholder. I will never touch AA (dumb management with high fees, dont know how to preserve cash, coupled with so much uncertainty), like I said previously if want to bet on airlines company, bet on SAM. If want to bet on tourism, buy GENM/GEN. JUST DONT TOUCH AA.

Ew who still want to hold this rubbish stock. Every major airlines in the US has always at one point declare bankruptcy, let alone this poorly managed AA. Silver lining: they always come back stronger but pre-bankrupt shareholders always lose out more value. EWW RUNN

Pohuat has 120m net cash, go do your math, is the business only worth 80m? Good bet for long term

https://en.wikipedia.org/wiki/List_of_airline_bankruptcies_in_the_United_States Falling knife nak tangkap aiyo, bagi dividend now no money to sustain. No bailout, HABIS BUNGKUS

I personally own takaful, however, this increase in share price seems to be abit too much atm. Wonder what's happening behind the scene

Really funny for people to buy AA, when so much uncertainty is ahead. Go look at other stocks in bursa please

If there's one takeaway from all these, is we need airplanes not airlines. Capitalism should punish companies like AA during economic downturn as they are not prepared, but fred not AA will likely be helped by government. and we shout CAPITALISM while bailing these rubbish companies using taxpayers money

Just study american airline companies, you may learn alot there

Consumer discretionary spending is always slowest to pick up when there's economic downturn. AA focuses on low-budeget, ie B40 and M40 which is the most badly hurt during this downturn. If you think Q1 can recover, you're joking. Failed hedging and Overhead alone can kill them.