Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Property Sector - Pre-CNY Rally Leaders and Laggards? Read here to see SUNWAY performance against other property companies

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Property Sector - Pre-CNY Rally Leaders and Laggards? Read here to see E&O performance against other property companies

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

@JJPTR, UEMS no of shares is 5.0 billion, not 15. Please check your fact before simply post.

Share price moving after good set of quarterly results.

Scientex acquires 24 parcels of land in Muar for RM200 mil for mixed development

https://theedgemalaysia.com/node/699874

CapitaLand Malaysia Trust ventures into industrial segment with acquisition of three Iskandar M'sia factories for RM27m

https://theedgemalaysia.com/node/699892

One day two big land deal happened in Johor, why these companies buy properties/land in Johor? Suka suka too much money or the future is really good?

2007年8月期间，UEMS 股价是RM4

CapitaLand Malaysia Trust ventures into industrial segment with acquisition of three Iskandar M'sia factories for RM27m

https://theedgemalaysia.com/node/699892

"The proposed acquisition is expected to generate an annual rental income of RM2 million, with a first-year yield of 7.3%. It will contribute positively to CLMT’s income, and is distribution per unit-accretive to CLMT unitholders on a pro forma basis," it added.

7.3% yield is superb!

The stock market is designed to transfer money from the active to the patient. - Warren Buffett

Proton sold 12,882 units in January, best start to year since 2013

https://theedgemalaysia.com/node/699853

Looks like Total Industry Volume (TIV) is going to increase in January against Jan 2023. This is positive to APM.

Watch this to get the latest update on RTS.

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-04-story-h-189317429-UEMS_SEEING_IS_BELIEVING_Latest_Video_About_RTS_update_February_2024

Hi all, please find below my latest blog on APM which I think is An UNDERVALUED GEM Revving Up For Growth!

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-03-story-h-189341481-APM_An_UNDERVALUED_GEM_Revving_Up_For_Growth_KingKKK_Intrinsic_Value_RM

#2 ahchan top contributors are YTLPOWER, RANHILL and YTL.

I like YTLPOWER - data center and AI play.

I am ranked #3 in January.

Most of my gains come from 2 stocks: PBA and UEMS.

I believe these 2 stocks are still the best for February.

How is YTL performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is IOI Properties performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is UEMS performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is SUNWAY performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is PBA performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is TENAGA performance against other top Bursa performer?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

How is YTLPOWR performance in January against other top performers?
Read it here.

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-30-story-h-189435630-Bursa_MAGNIFICENT_7_Winner_in_January_2024_Discussion_about_PBA_YTL_YTL

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Sit and hold and wait for higher price appreciation.

AI + Data Center is the theme of the year, but in order to build Data Center you need land.

UEMS has the largest land in Johor among all listed property companies in Malaysia.
Their location of those land is also the most strategic.

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Sit and hold and wait for higher price appreciation.

AI, Data Center, Renewable Energy - these are the theme for 2024!

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

UEMS is one of my Magnificient 7 of Bursa Malaysia. Details below:

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-21-story-h-190300809-The_MAGNIFICIENT_7_of_Bursa_Malaysia_KingKKK

I stick to my Intrinsic Value of RM3.60
The next catalyst will be the earnings in February, about 3-4 weeks from now.

Details on RM3.60 Intrinsic Value:
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-18-story-h-210403941-PBA_New_Intrinsic_Value_is_RM3_60

My track record is as below:
https://klse.i3investor.com/web/portfolio/mypf/193571

+19% to +20% at the portfolio level...

To clarify the meaning of the announcement below, it means the cost that PBA pay to Penang State Government is status quo at 3 sen per cubic metre of water treated.

This is a good news to PBA because revenue increase (from tariff hike) but cost more or less same (maintain at 3 sen per cubic metre to state government).

Water Intake Fee = Amount PBA pay to state, NOT the water tariff or revenue to PBA.

PBAHB wishes to announce that Perbadanan Bekalan Air Pulau Pinang Sdn. Bhd. (“PBAPP”), a subsidiary of the Company has on 19 December 2023 received a letter from the State Government of Penang informing that the Water Intake Fee for year 2024 to 2026 shall remain at the rate of 3 sen per cu.m based on the annual actual production volume.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3416062

NVDIA reached another All Time High...
594.91 USD
+23.84 (4.17%)today

Key question to think is:

Out of 1000 stocks listed in Malaysia, why NVIDIA only interested to do business with YTLPower?

Why does the CEO Jensen Huang spent 1-2 days to come to Malaysia? Their 1 day time is worth USD million OK...

NVIDIA share price rebounded,

Price: 571.07 USD
Change: +10.54 (1.88%)

On and off weak hands will somehow find some fear reason to sell (e.g. NVIDIA dropped to USD550 at one point this week) but strong hands hold on because they know the true value of NVIDIA.

OTB is right, if you know your intrinsic value of a stock, you should ignore daily price movement

Hi all, my new Intrinsic Value is RM3.60 for PBA. Full details in the link below.

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-18-story-h-210403941-PBA_New_Intrinsic_Value_is_RM3_60

According to YTLPOWER Annual Report 2023, page 112, it has 6.64 million square meter of land in Kulai Johor,

To build data center, obviously you need big piece of land. After completed, it consumes a lot of electricity and water. YTLPOWER has land and generates electricity. Water Wessex in UK that's why they buy some stake in RANHILL.

https://www.ytlesolutions.com/iims2/ytlcommunity/upload/financialreports/YTL%20Power%20International%20Berhad_Annual%20Report%202023.pdf

If you think that AI is a human, then Data Center is the blood.

No Data Center = No AI.

AI theme is just the beginning, NVIDIA gained 3% overnight to reach USD563.82 which is an ALL TIME HIGH.

@Dragon, as long as price is significantly below its intrinsic value, still worth investing.

YTLP up down daily is normal because in short term market sentiment change everyday but value will prevail in the long run.

Huat together!

"The big money is not in the buying and the selling, but in the waiting." - Charlie Munger

I stick to my target of RM2.50 for PBA which has not taken into account any potential tariff hike in 2024.

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-11-09-story-h-215206834-PBA_6_reasons_why_PBA_is_worth_RM2_50

btw, I still keep YTLP as I expect more upside. AI story seems to have just started...

@dragon, can check out:
1. SHANG (I expect strong Q4 result due to strong hotel occupancy rate + higher price, balance sheet super strong net cash)
2. APM (Again, strong Q4 result, balance sheet super strong net cash)

Insas seems undervalued by net cash/NTA valuation but also need to ask these questions:

1. What is the future prospect? Can next year earnings grow substantially (my standard at least 10%)?
2. How about the free cash flow? Will it grow in the future? + Has it grown higher historically.
3. What is the management planning to do with the extra cash ... return to shareholder? Or invest in new growth busienss? Or invest in efficiency enhancement of existing business?

Planned water works completed ahead of schedule; some taps flowing in Penang

GEORGE TOWN: Chief Minister Chow Kon Yeow and the Penang Water Supply Corporation (PBAPP) have earned all-round praises after water supply resumed in several parts of Seberang Prai and Penang island after all planned water works have been completed ahead of schedule.

Since late last night, social media has been abuzz with water recovery updates.

PBAPP chief executive officer K. Pathmanathan said they completed all planned water works at the Sungai Dua Water Treatment Plant (WTP) and 22 other locations ahead of schedule yesterday.

He said the stage one of the water supply recovery plan commenced from 11pm yesterday.

https://www.nst.com.my/news/nation/2024/01/999799/planned-water-works-completed-ahead-schedule-some-taps-flowing-penang

Worst case scenario +RM10 to water bill for B40 which is already very small chance to happen.
Again worst case scenario only husband working with RM1500 salary, what is the % of increase against salary?

RM10/RM1500 = 0.7%

Many Penang people earn more than RM1500

Examples:
Minimum salary class RM1500: Impact =10/1500 = 0.7%
M40 people RM5000: Impact = 10/5000 = 0.2%
T20 people RM10k salary: Impact = 10/10000 = 0.1%

Which one is worse... old pipe not replaced causing no water 1-2 days a year or pay extra 0.5% on average of your salary so that whole year can get water?

Fundamentally strong company

NVIDIA Corporation (NVDA)

Close Price: USD522.53
+31.56
+6.43%

NVIDIA surge 6%!
YTLPOWER continues to benefit from AI and Data Center theme!

I stick to my target of RM2.50 for PBA which has not taken into account any potential tariff hike in 2024.

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-11-09-story-h-215206834-PBA_6_reasons_why_PBA_is_worth_RM2_50

Hi TanKW,

My pick for 2024 are:

PBA 30%
INARI 10%
UEMS 10%
MYNEWS 10%
AVALAND 10%
SHANG 10%
TMCLIFE 10%
SPRITZER 5%
APOLLO 5%

posted at 451pm

Penang Chief Minister hinted at water tariff hike soon, The Star asked people to take water seriously...

I asked you to TAKE WATER STOCKS SERIOUSLY...


PBA is worth at least RM2.50 because my this value has not taken into account possible increase in tariff to all users. It only takes into account the tariff increase to industrial user which already came into effect 1-Jan-2023. Many factories in Penang already use water with higher rates since then, but since water cost is too little vs. overall cost, these factories still generate higher profit generally speaking.

Details on why PBA is worth minimum RM2.50

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-11-09-story-h-215206834-PBA_6_reasons_why_PBA_is_worth_RM2_50

What are the lessons learnt after Apollo surge to 7-year HIGH?
Read it here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-12-19-story-h-212310342-APOLLO_3_lessons_learnt_after_price_hit_7_year_high_KingKKK

Who is the top Gainer in 2023 for Property Sector? ECOWLD vs other developers here...

https://klse.i3investor.com/web/blog/detail/bestStocks/2023-12-18-story-h-212339210-Property_Sector_Super_Winner_in_2023_Discussion_about_UEMS_SPSETIA_SUNW