https://klse1.i3investor.com/blogs/2019/2022-11-30-story-h-304697073-Redtone_Cheapest_5G_related_Counter.jsp

The fact is CPO price hardly go up further.
At the same time cost of production is surging due to
1) high fernitiser price
2) min. wages raise from RM1,200 to Rm1,500

Y23Q1 another additional profit coming in.

30%-owned Armada Sterling V (the remaining 70% owned by Oil and Natural Gas Corporation) has sailed away in early November this year and is expected to arrive in the east coast of Kakinada, offshore India by the end of 2022. This paves the path for maiden earnings contributions from the vessel from 1QFY23 onwards.

Dun forget that no more Kraken & TGT shutdown for maintenance in next quarters.

Adjustments:
Net allowance for impairment: +RM4.5m
Reduction in residual vessels (fully owned): +RM25.9m
Reduction in residual vessels (JV and associates): +RM45.1m
Unrealised FX Gain: -RM8.2m

Adjusted Core Net Profit: RM217.0m

AGM22 : Serving Shopee staffs reduce 40% from 1500 to 900.

Impact will been reflect in coming quarters.

expected higher profit in coming quaters.............

Mr Targett responded to further queries from the shareholders as follows:-
(a) Foreign currency effect on the Company’s business - 85% of the Company’s revenue was denominated in USD. Generally, if the USD strengthens, BAB net profit would strengthen.

ARMADA ｜ 长期被低估的股票？解决这三个问题市值绝对会爆炸！
https://www.youtube.com/watch?v=5JxPqhP9Pe4

US stocks end sharply lower as Fed hints at more rate hikes

（吉隆坡2日讯）立通国际（REDTONE，0032，创业板）建议从创业板转往主板上市，预计明年首季完成。

董事局相信，转主板上市将提升公司的声望、信誉及声誉，并获得客户、供应商、业务伙伴、金融机构及投资者等更大认可。

will not official due to NDA signed, Management will not divulge such sensitive information

shopee is one of major customer for scicom. it will be huge impact to revenue.

Major customers
Four individual customers representing 7%of total customers contributed 72% of the Group’s revenue.

Start from Apr2022 Suria earning will reduce due to 3.4 million tax penalty !!!

It was further resolved that the LHDNM be and is hereby authorised to utilise the RPGT of RM25,838,520.65 which the Company had paid to the LHDNM in 2015 for year assessment 2013 in respect of the First Transaction, to be discharged by LHDNM and to be set-off against the Initial Payment of RM18,638,520.65 on or before 31 March 2021 as well as the twelve (12) instalments of RM600,000.00 each month for the months of April 2021 to March 2022.

The Company will only commence the monthly cash instalment of RM1,162,000.00 from April 2022 until February 2024 with final cash instalment of RM1,163,077.10 in March 2024.

Y22 Mahsing earning will be drag down by their glove segment.

Even palm oil at RM3000 is more than enough for plantation company to make handsome profit.
Same goes to oil & gas company with oil price at USD 65.

BNM okays start of talks in MBSB's planned MIDF buy from PNB

国行准马建屋洽购MIDF

@Tan KW Thank you for the feedback , the link did bring us back to legacy site main page, but once we click on other things like "Price Target" it still bring us back to new interface.

9 months no new contract award, last contract get is June-21.
we can foresee huge drop in revenue and profit in coming quarters.

Also do not forget TSH and INNO with dividend yield 12% & fully matured tree profile

Serbadk 2.0 in the making ............ check the receivables & contract assets and balloning debts.

11% dividend , highest among plantation sector.

armada much better with pe5 only

The four subsidiaries recorded a combined loss after taxation of RM56.6 million for the nine months ended Sept 30, 2021,

Meaning each quarter PAT will be increase around (56.6m/3quarters)=18.8m in Y2022

why not just direct buy oil stock like armada?

palm oil RM5000 , shares price stuck ; when palm oil drop to Rm3000-RM4000, expected panic sell down.
No point to hold palm oil stocks at this moment

why no INNO in Top Picks

private placement like muhibah is coming in near term

Glove business appears to be a drag on earnings

Glove business a drag on earnings; D/G to SELL

We now value MSGB at MYR0.65 based on a lower FY22 PBV of 0.5x (-1.5SD of mean). D/G to SELL (from HOLD).

Glad to know that my performance is slightly better than the "Experts" this year.

After adjusting for one-off disposal and foreign exchange
gain amounting to RM17.3m, Magni slipped into a core net loss of RM0.2m.

@stockraider, where you get malaysia hardwood lumber

Armada earing consistent even during low oil price in Y2020.
Imagine when oil hover around 70USD in Y2021, how much suprise Armada can give us in 2H?

The Future Of Oil Is Offshore
https://oilprice.com/Energy/Crude-Oil/The-Future-Of-Oil-Is-Offshore.html
By Irina Slav - Aug 26, 2021

Operating profit before impairment1 was consistent at RM279.2 million during the
second quarter of 2021.

soon will drop back like other plantation stock

salary cost saving for next quarter.

just now i flip a coin in front of rock behind my house and it telling me that stock will up from Mid-August 2021 Onwards

look forward not backward. eventually tech earning will grow higher and higher ; But CPO price will keep repeat its cycle up and down.

when ESOS price will fix?

why insider is running, what you are waiting for? they knew the situatioin much better than you.

yes, factory shut down since 1st of June according to management

another serbadk in making

ESOS 0.595 and sell above RM1.00 . Empolyees are Smart and Shareholders are dongkey

High Raw Material cost(Steel,Cement) , labor issue, lock down FMCO more than 1 month. expect will have big bomb in coming quarter result. better stay away and buy back later

Spend so much money on lands, Net cash became net debt. Higher financial cost, depreciation cost, No more financial income.
Short term pain (1-2 years) , long term gain.
better stay away from this counter first

Think Twice, if audit issue why no announcement from SCIB since both using same auditor KPMG?

9） Kpower和scib都被影响，管理层有什么看法-> karim也笑说，现在是serba的舞台。但他促请大众认清楚，这件事上面只是影响到股价，但对于公司的赚钱能力等，是没有影响的。

9） Kpower和scib都被影响，管理层有什么看法-> karim也笑说，现在是serba的舞台。但他促请大众认清楚，这件事上面只是影响到股价，但对于公司的赚钱能力等，是没有影响的。

We maintain our BUY recommendation on Sapura Energy
(Sapura) with an unchanged fair value of RM0.29/share, pegged
to a 50% discount to its FY21F book value. This valuation
reflects a neutral ESG rating of 3 stars.

11 Wear Glove from Supermx Production