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

Rocket to go down will start

Nobody care about ur (@bmw X5) No substance statement too… mind ur own business and u r Not representative of everyone.. silliest statement

Selling volume will start to appear

Still on time to collect… it’s matter of time the big boys coming in…

Fruitcake with no substance statement

https://www.reuters.com/business/autos-transportation/hertz-sell-about-20000-evs-us-fleet-2024-01-11/

Don’t worry about this company, it’s 4th largest cocoa grinder in the World! Just hold on and there r lots of upsides in the future ….

EPF have been chewing more and more …

Lots of upside over long term…

It’s getting attractive now… can start collecting CNY chocolate….

Good stock to collect prior to CNY yum seng …and also with decent dividend yield

Carlsberg will move soon…

Neh we prefer TASCO..
Don’t buy Swift, it’s highly geared company… Swift is badddd…

Another plus point is dividend yield of 4.55%…

Doubt that

This will bode well for company like Tasco…. huat ar!!

Container rates hit $10,000 as ocean freight inflation soars in Red Sea crisis.

https://www.cnbc.com/amp/2023/12/21/container-prices-hit-10000-freight-inflation-soars-in-red-sea-chaos.html

Several upcoming festive seasons will boost Tasco earnings as well…

Emerging signs of recovery in China, a further pick-up in tourism activity and a stronger momentum in trade has led RHB Research to upgrade its call on the transportation sector to “overweight”.

The research house said in a note that signs of recovery are in place for the sector, based on positive macroeconomic and sectoral indicators.

“RHB Economics expects trade momentum to strengthen beyond the fourth quarter of 2023 (4Q23), supported by the resilience of the United States and regional economies, global technology-cycle rebound, and early signs of recovery in China.

Within the transportation sector, one of RHB Research’s top pick is Tasco Bhd.

Within the logistics sector, RHB Research pointed out that Tasco stands out for its diversified client base and business segments that will sustain its earnings base.

Tasco’s integrated-logistics-services tax incentives would also offer a buffer against sector headwinds, the research house added.

Humpty Dumpty coming….
Who get out last will be trapped at the top just like gloves shares…

Profit taking starts… Humpty Dumpty soon…..