FLY FLY FLY

All the pending projects need cement

Collection Time

PE is a lot cheaper than MCEMENT

Keep buy, low PE

undervalue

TAKAFUL PE 8
MNRB PE 4

CCK PE 12
LHI PE 6

CCK PE 12
LHI PE 6 ?

undervalue
PE 4
Keep Buy

undervalue

cheapest insurance stock
PE 4-5
Keep buy

Good quarter , keep buy !

2023 Q2 Corresponding quarter gov subsides = 11.75mil
2024 Q2 No Gov subsides

2024 Q1 gov subsides =39 mil

so the result is consider good

HUMEIND deserves higher PE than MCEMENT

MCEMENT PE 20 , HUME PE 9?
MCEMENT profit margin 10% , HUME profit margin 19.6%
It doesn't make sense

MCEMENT PE 20 , HUME PE 9?
MCEMENT profit margin 10% , HUME profit margin 19.6%
It doesn't make sense

Superb result

2019
Takaful EPS 0.43
Share price at RM 7
PE 16


2024 MNRB
EPS 0.55
Share Price RM2.2
PE 4

Don't ask for more
PE 10 for MNRB more than enough

MNRB is much cheaper than TAKAFUL
EPS 0.28 PE 8 =RM2.24
If can achieve TAKAFUL profit margin
EPS 0.5 PE 10 =RM 5

For MNRB
EPS 0.28 PE 8 =RM2.24
If can achieve TAKAFUL profit margin
EPS 0.5 PE 10 =RM 5

MNRB is much cheaper compare to TAKAFUL
Keep Buy

good production for july 2023

BUY BEFORE TOO LATE

THPLANT is the next

Way too cheap , Ride on the trend

Restructured done
CPO upward trend
Everything good
TH must up

Everything good
MKH will fly

Company restructured, CPO on upward trend , all good

Good news , continue paring down liability !!

Healthcare + plantation division
Positive momentum
Worth at least 0.8-1.00
Unveil the value !!

With production 29-30mt per Ha , FCPO above 3000, faster unlock the value !