my question is, does it hurt to hire someone with taste to redesign their logo, branding, shops? there is a reason why people go to starbucks for their expensive coffee, and why some pay crazy price to eat in a fancy restaurant.

there is a saying, you eat with your eyes first. It won't hurt to have a good design, packaging, marketing.

zeus coffee is very good at design and marketing, so it tealive.

SDS for now is a chinaman company. if they want to move up the value chain, they have to focus on branding, design, logo, marketing, etc.

i am not attacking SDS, am just pointing the onvious....

tunggu until no jangkut becomes got jangkut. I dont know why is it that hard for them to diversify? or all the board directors are now comfortable and dont care and dont bother to grow the business?

PE130.... even Tesla not so high. Have any of the glove company exceeded PE130 during the glove rally? This one, 6 quarters of declining profit, how to justify the super high PE?

Mega First teams up with Laos firm to explore investment opportunities in Laos
https://theedgemalaysia.com/node/682956

I remember they did mentioned about exploring new hydro if opportunity arise. I wonder what is this all about.

@Permutation

MFCB also never fly until they see profit from their hydro dam. Everybody knows the dam is completed and up and running, stock price remains more or less the same until money comes in. Why nobody went in big when it is about to complete?

Yinson can say whatever they want, until the profit is booked, stock price wont move. Because talk is cheap, every CEO can say they expect 2 or 3 times more profit in the coming years, question is, can they deliver? when and if they deliver, stock price will also move up.

We're about to enter 2024 already

February 2023 article you bring out and say New....

pearl white... i wonder what happened to him, hopefully he is ok. i have a feeling he went all in and average down. early on, he wan't even invested, he was flaming everyone for investing in serba, probbaly he thinks he have the power to push it down and scoop it up....

3 things we learn from DAP

"If you wish to be a success in the world, promise everything, deliver nothing." - Napoleon Bonaparte

"Do as I say, not as I do."

"You either die a hero or live long enough to see yourself become the villain."

investing in myeg is like always having a dagger pointing at your back, any minute will get stabbed, roller coaster counter.

Remember ARBB sign some MOU or something something with PotBoy? PotBoy close shop already, all 80 shops

https://www.tiktok.com/@surprisedeliverygombak/video/7276716893610757378?_r=1&_t=8fZShxRbi5w&fbclid=IwAR3-CEOtLnym9pPduR9GRCNb-4prW3LRkKsFS6W83jZ5ZwyWN4hN-6bEN54

Cement manufacturer Associated Pan Malaysia Cement (APMC) (YTL Cement) has won an appeal to evict a century-old Buddhist monastery located on land in Gunung Kanthan, Perak.

https://www.freemalaysiatoday.com/category/nation/2023/09/08/cement-company-wins-appeal-to-evict-century-old-perak-monastery/

91 and still can trade and write blog... amazing. my 60 years old parents in law refuses to use a smartphone, have to buy a dumbphone for them. goes to show, we need to always learn, never stop learning.

PMB Silicon.... you're right, it is the future.

The whole EV hype... made up fantasy. Tesla also uses plastic in their cars, quick, buy LC Titan. PMBTech make cladding, ladders, scaffolding etc. If the construction industry boom, so will PMBTech. What EV?

If you dont go to the casino, the casino comes to you.

remember the vertical farming.... all talk...

New contract secured soon

List of sunken nuclear submarines
https://en.wikipedia.org/wiki/List_of_sunken_nuclear_submarines

Russian nuclear submarine: Norway finds big radiation leak
https://www.bbc.com/news/world-europe-48949113

Please dont be bias, go start a protest in the Russian Embassy and tell them to clean up their mess. Japan release treated water, Russians did nothing.

Brand New Design - Tesla 3 launched in Malaysia.

Tesla Model 3 Rear Wheel Drive – RM189,000
Tesla Model 3 LR All Wheel Drive – RM218,000

@James_Bond

With 9 sunken nuclear submarines in Europe/Atlantic Ocean, why are there no nuclear poisoning there? Why are there still people living in Canada/Europe/USA?

9 sunken nuclear submarine with active nuclear reactors..... 9, not 1 but 9.

@James Bond

Are you aware that there are 9 sunken nuclear submarines in the ocean, all of them in the atlantic and european sea by the Americans and Russians. Those nuclear sub are still releasing nuclear waste into the ocean. You can start by boycotting USA too. Also, dont eat salmon as Finland and Sweden are one of the two biggest salmon producer in the world where a few Russian Submarines sunked there. They breed the salmon in open seas.

Next time, read more before you talk.

Trade Receivable up
Property, plant and equipment up
Cash and equivalents down
Net cash generated from operating activities 87m

got profit, still dont pay dividend meh?

Just like their charter contracts, the fees are fixed, if oil goes up USD1000 per barrel, it wont cause a sudden boost in profit too. They play safe, down side is you wont see a sudden spike in profit, thus dont expect a sudden spike in share price too.

@James_Bond

Clearly you never attended any of their briefings. Their borrowings are all hedged, I think 90% of them if I am not mistaken.

@Income

You go back to history... I think around 2014 or 2016 AA started selling most of their airplanes... they called it assets light strategy. Sell and lease back the plane, then book it as huge profit by selling the planes while losing money flying people. What happened next was the classic 'TopGlove' move. Tony gave away most of the 'profit' as dividends, now no more money and no planes to sell. Wait, there's more, got Super Super App.

Maybe someone will buy capital a for rm1 and write a book about it.

For those that dont understand, I give simple example.
My monthly salary is RM1000
My monthly expenses is RM2000
It is negative RM1000
To solve this, I tell the bank my property went up by RM5000
So, RM5000+RM1000-RM2000=RM4000

I tell everyone my monthly income is RM4000

This is Capital A's magic.

Tony very kind, let you opportunity to escape. Dont blame him.

Who wants to be a millionaire? Tony can help, but first, you'll have to invest in Capital A as a billionaire.

then again, if so smart, wont touch captial a in the first place...

Retailers dont control the market, fund managers are smart, they knows how to read qr report, I say they will sell.

Queen - A Kind of Magic
https://www.youtube.com/watch?v=0p_1QSUsbsM

They are so chinaman to the point where I cannot tahan their restaurant. very chinaman design. mid term, profit is good, long term, cannot go far. they need to hire someone with taste and talent in marketing and design. look at their packaging and restaurant layout and logo design... 100% chinaman. the SDS name for parent company is ok, but shop also use SDS.... cannot lah, the font also chinaman. comeone, look at Komugi, Lavander and etc... have some taste in design, hire professionals pls.

It is time QL venture into another new business for growth. I hope they dont sell their palm oil, ESG is a scam.

Net Operating Loss RM235m + Remeasurement RM1,369.3m = Magic

"The Group reported a net profit of RM929.4 million in 2Q2023 as compared to a net loss of RM1,120.9 million in 2Q2022. The current quarter recorded a gain of RM1,369.3 million from remeasurement of an associate to subsidiary, Asia Aviation Public Company Limited Group (“AAV”), in June 2023 and foreign exchange loss
of RM158.6 million due to the appreciation of USD against the local currencies of the Group during the quarter."

They are more in the construction industry than in EV. That whole EV thing is pure BS, even if they do have some, it is super tiny. Whatever they produce, it can be produced by others too. Not some special monopoly thing.

6 quarters of declining profit.... PE150. Where are all the sifu that says this stock is the future. Until now, I dont know what has PMBtech got to do with EV.... only sifu talks.... zero EV.

Need karim 2 to cook the books.

Airline business is always a tough cut throat business. Only for short term gamble. Never hold for long term.

1185 PE

technically, this means I need 1185 years to gain back my investment. Doesn't even take this long to build many pyramids.

PE16 will be 40 cents.

Holly Molly... what happened?

Hi Calvin, is now a good time to all in TSH?

@rl68

I dont understand why you say this for all the stocks you own. I bet Public Bank also has a high ROE, but the past is the past. If you want high ROE, invest in small cap and pray to Zeus. Chances of doubling your money is with small cap, not mid to large cap.

u think if you can buy serba for RM1, then sell whatever they have for a profit? no need to pay down their debt? when you buy the company, you buy together with the debt. how old are you? 5 years old? white knight dont know this? pasar malam ah?

Strategy Insights From Yinson's Chief Strategy Officer - JJ Chai, VUCA Insights Podcast E0012

https://www.youtube.com/watch?v=-WFh49Ahnmw

all the software and SASS type of services co cannot invest one..... i dont know how can we compete with those giants from USA. let alone the up and coming giant from China. What cloud services?

MAHB to terminate Pestech's RM743m aerotrain contract due to delay, say sources

https://theedgemalaysia.com/node/678875

MAHB to terminate Pestech's RM743m aerotrain contract due to delay, say sources

https://theedgemalaysia.com/node/678875