Buy buy buy

Don’t worry about this stock. At this price, it’s a really good buy at such low PE compared to other players in the industry. While outlook of the business is BRIGHT!

Per the edge, the revenue is expected to increase STRONGLY this year and in 2025. Their customers are all in very positive industries such as GREEN ENERGY and DATA CENTRES with strong growth.

Just collect! You will see the result in next 6 months to 1 year..

Several countries are going into this sector, do you think there will be shortage of demand? There will be plenty of demand..

If u understand the company, it exports its products to several other foreign countries including South Korea, Hong Kong, Germany, China, the Philippines, Singapore, Thailand, the United States of America, and Japan.

Institutional investors now think it is an opportune time to buy stocks at the local bourse after a sharp two-day selldown.
The ongoing shift in global fund flows and the resulting correction will likely be temporary, said Choo Swee Kee, the chief investment officer of TA Investment Management Bhd. Once the US began cutting interest rates, equity as an asset class would become attractive again, he noted.
“These massive movements of funds shook the market, but they do NOT indicate a downturn in the economy,” he said. “We expect the market to stabilise once these imbalances in funding reach equilibrium.”

https://theedgemalaysia.com/node/721873

Also think about it, US election is coming in Nov, do you think US will let its economy to fall into recession right before election ? Something for you to ponder.. :)

Down in US market is mainly due to unwind of yen-funded trade and has nothing to do with fundamental.

While the sell off in bursa mainly due to traders/ investors sentiment cos of US market and not based on fundamental..

Hence this is good opportunity to collect Good stocks like Samaiden

Down in US market is mainly due to unwind of yen-funded trade and has nothing to do with fundamental.

While the sell off in bursa mainly due to traders/ investors sentiment cos of US market and not based on fundamental..

Hence this is good opportunity to collect Good stocks like ttvhb

Rebound coming…

Now it best time to collect..

Warren Buffett: be greedy when others are fearful

What is more important is the bright future business prospective of the company instead of some short sighted trading of shares which someone trying to divert attention to…

Moving already… more funds coming in soon… better onboard before too late …

CRESS initiative gets the thumbs up https://www.thestar.com.my/business/business-news/2024/07/30/cress-initiative-gets-the-thumbs-up

That’s why wise investor who make decision based on facts tends to make money while those make decision based on emotion will lose money..

Oversold… good time to collect..
temporary blip but future business is full of potential. Potential gain of multiple fold in coming years.

Per The edge 26/7
The company’s profit margin is still very healthy” in the sector, said . Cape EMS managing director and chief executive officer Christina Tee.

revenue is expected to continue to increase “STRONGLY” this year and in 2025, on orders from new and existing customers, Tee said, adding that “our customers are all in very positive” industries, such as GREEN ENERGY and DATA CENTRES with strong growth.

Their business is set to gain from the China/Us friction.

Samaiden Group Bhd stands out as the stock of choice for both RHB Research and MIDF Research in line with the below information:

The CRESS, which was announced by the Energy Transition and Water Transformation Ministry last Friday, enable RE generators and eligible corporate users to enter into green power supply arrangements under agreed terms through the existing supply system.

This would allow companies to directly source RE from identified providers with third-party access (TPA) to the existing electricity grid that are participating in the New Enhanced Dispatch Agreement market.

Tradeview Capital fund manager Neoh Jia Man believes that CRESS will positively impact the Malaysian energy sector by effectively opening up the power grid of Tenaga Nasional Bhd to TPA

As such, RHB Research expected CRESS to benefit solar engineering, procurement, construction and commissioning (EPCC) players by boosting their commercial and industrial orders.

MIDF Research said it favoured the RE EPCC sub-sector as the key immediate-term beneficiaries of the RE initiatives.

Wider portfolio for Samaiden with Gruppe tie-up https://www.thestar.com.my/business/business-news/2024/06/28/wider-portfolio-for-samaiden-with-gruppe-tie-up

There will be real positive impact on this stock due to the cooling system requirement by data centre. Just need to buy and hold… the profit will be realised

Something is brewing?

Sizeable funds are coming regardless all the candle stick bla bla analysis…. It will still fly…

Not too worry about this stock as it’s involved with future businesses…
Collect…

Midf TP 1.57

Samaiden inked a business collaboration agreement (BCA) with Gruppe Lightning Solution Sdn Bhd to explore
opportunities surrounding solar street lighting, efficiency and other renewable energy related services and solutions
in the Southeast Asia region.
• Collaboration also extends to smart city projects that integrate solar streetlights with Internet of Things (IoT)
capabilities
• BCA is effective for three years starting 26th June.
OUR VIEW
• Avenue to expand portfolio. The collaboration with Gruppe opens the avenue for Samaiden to expand its
capabilities into advanced lighting solutions driven by solar, hence providing the group with opportunities to replenish
its order book and expand its renewable energy initiatives.
• Strong order book. Outstanding orderbook stood at RM354m as at end-March 2024 which will keep the group
busy over the next three years. Samaiden is eyeing at least 100MW of EPCC jobs for the Corporate Green Power
Programme (CGPP), which translates into potential RM300-400m incremental orderbook. Further out, the upcoming
2GW LSS5 (bidding opened in April 2024) and 400MW additional Net Energy Metering quota for CY24 (offered from
5th February 2024) cements future orderbook replenishment outlook.
• Earnings estimate and TP. We are making no changes to our forecasts.
• Reiterate BUY. We maintain our BUY call on Samaiden being one of the key beneficiaries of EPCC prospects under
the CGPP and the long-term RE growth potential from the National Energy Transition Roadmap.

Better get onboard before funds start coming in…

Taliworks sees more jobs as data centre boom drives up need for water infrastructure investment.

Source: 15 July 2024 The edge

Funds coming in soon.. onboard…

Good time to collect…..

Why the decline? Any sifu can share insights?

Big selling volume coming soon!!

Creador is putting up a show to con you guys to support the share price ..While they sell !

Likely they will be getting more contracts soon….

Look who’s talking… lol
Charting is bs… if past can predict future then everyone would be millionaires..

Genting posted an annual net profit of RM929.2 million against a net loss of RM299.91 million in FY2022, while annual revenue expanded 21.15% to RM27.12 billion from RM22.39 billion a year ago. Genting posts RM150 mil net profit in 4QFY2023; declares nine sen final dividend

Sell on news….

Today’s Edge (16.2.24),

Ghl is one of analysts top picks with 6 Buy calls (out of 7 calls) with 40% upside amid growing efforts in e-commerce payment, buy now-pay later scheme (BPNL), and international ventures.

Kenanga analyst maintains forecast TP of RM0.88 and OUTPERFORM call.

GHLSYS guided for a strong 4QFY23 on: (i) RM1b e-wallet credits dished out via the eMadani initiative, and (ii) higher foreigners’ spending in Malaysia thanks to a 30-day visa-free entry for Chinese and Indian visitors from 1 Dec 2023. It has started direct merchant acquisition in the Philippines and will do the same in Thailand by end- 2023.

Analyst likes GHL for: (i) being the largest player in Malaysia’s terminal payment business, (ii) its venture into the buy now pay later (BNPL) scheme, and (iii) having a growing presence in neighbouring countries. Maintain OUTPERFORM.

According to news (thestar 14/2/24), Chocolate makers had been passing the rising costs on to consumers without losing much demand.

Also Don’t forget Raya festive season is next..

Catch a falling knife

Public Investment Bank maintains ‘overweight’ call for tech sector on upbeat outlook

Public Investment Bank Bhd (PIVB) has maintained an "overweight" call on the technology sector, following various upbeat outlook reports for global wafer capacity, semiconductor sales, equipment orders and personal computer (PC) sales.
In a note, the research bank said it is increasingly confident that the global technology downcycle has bottomed out.
"Malaysian players have started seeing the spillover effects from the intensifying United States (US)-China trade sanctions, as more technology-related investments are pouring into Malaysia, while some Chinese players are considering passing some chip-packaging orders to Malaysian peers.

PIVB noted that in a bid to diversify the supply chain and hedge risks against intensifying US chip export and chip-making equipment controls, a growing number of Chinese semiconductor design companies are tapping on Malaysia’s advanced chip-packaging services to assemble a type of graphic processing unit (GPU) that can be used in AI training.



https://theedgemalaysia.com/node/699790

https://theedgemalaysia.com/node/699790

Feb 5): Public Investment Bank Bhd (PIVB) has maintained an "overweight" call on the technology sector, following various upbeat outlook reports for global wafer capacity, semiconductor sales, equipment orders and personal computer (PC) sales.
In a note, the research bank said it is increasingly confident that the global technology downcycle has bottomed out.
"Malaysian players have started seeing the spillover effects from the intensifying United States (US)-China trade sanctions, as more technology-related investments are pouring into Malaysia, while some Chinese players are considering passing some chip-packaging orders to Malaysian peers.

PIVB noted that in a bid to diversify the supply chain and hedge risks against intensifying US chip export and chip-making equipment controls, a growing number of Chinese semiconductor design companies are tapping on Malaysia’s advanced chip-packaging services to assemble a type of graphic processing unit (GPU) that can be used in AI training.

This week the edge weekly (5/2/2024) very good article on insights to UWC.

Gists of the article:
Many of their customers from the front end segment have indicated that the semiconductor industry will be seeing a tsunami of orders in 2025. Therefore they are expanding their capacity to cater to their clients growing demand.

They are moving towards advanced packaging which essentially involves embedding the integrated circuit into the packaging. In todays context, the development of artificial intelligence chips relies heavily on advanced packaging.

Most importantly they are involved in front end semiconductor segment which is where the money is. Though now this segment contributes less than 10% of their revenue, but they are allocating 70% of capex for front end and is expecting front end segment to contribute 30-40% of the group top line.
Those who are familiar with semi conductor industry, Front end is rare segment in Malaysia and its lucrative segment. Hence this company will have good potential and bright future.

It’s the industry phenomenon. Which biz can go up forever right? There is up and down and most importantly it’s the bright future of this industry esp when they r also in life sciences industry..

When down it’s good time to collect. As u can see EPF is collecting..

Don’t worry Gcb has hedging … and they r close to source

Good time to collect when it’s down….

Selling volume seems still quite a lot

Yum Seng… CNY rally coming soon… Make sure onboard before regret…

Another Big dumping coming soon

Careful with @Bmw X5 statements. He’s conmen..

@kenie pls don’t remove the crucial information. Your information is of great help to retailers. You will be greatly appreciated

Retailers (like our friend bmw) will be tricked to buy out the fund/ owners

The red selling coming