mayday mayday..

Goreng counter by foreigner

omg, runnn

can I say hello today here..?

Definately Epf & KWAp are NOT the main operators in Time

epf not smart
buy high sell low
look like follow the market trend..while high buy in while low sell..

https://property.enanyang.my/%e8%b6%8b%e5%8a%bf/%e5%bb%ba%e5%a4%9a%e5%b1%82%e4%bb%93%e5%ba%93%e5%ba%94%e5%af%b9%e5%9c%b0%e5%b0%91%e5%9c%b0%e8%b4%b5/

It added that the current rental is RM250,000 per month where the rental rate shall increase by 8% for the period between March 1, 2026 to Feb 28, 2029.

The purchase price was based on the market value of RM48mil, as appraised by independent registered valuer, First Pacific Valuers Property Consultants Sdn Bhd, in its valuation report dated Aug 23, 20230.

Axis-REIT said the acquisition will be funded by existing bank financing, which will increase Axis-REIT’s financing ratio to 37.04% of the audited total assets as at Dec 31, 2022, which is still below the gearing limit of 50%, as prescribed by the guidelines on Listed Real Estate Investment Trusts issued by the Securities Commission

Axis Real Estate Investment Trust (Axis REIT) has obtained a judgement in default against its former tenant at Axis Steel Centre @ SiLC in Nusajaya, Johor, over a default on rental payments and unexpired future rental payments amounting to RM110 million. Axis REIT said the judgement was served to Yongnam Engineering Sdn Bhd (YESB) and its corporate guarantor which is listed on the Singapore Exchange, Yongnam Holdings Ltd, as both parties did not enter their appearance in the lawsuit

i topped up some @ 0.75..
wish me luck..

share price water fall..can you figure out what is going on?
hopefully not regarding bad QR result..

Guan Chong Bhd - Pure Cocoa Delight

rakutentrade
Publish date: Fri, 06 Oct 2023, 09:20 AM
Guan Chong’s (GCB, Stock code: 5102) business activities primarily comprise of the manufacturing of cocoa-derived food ingredients and a full range of chocolates and couvertures. The company’s cocoa products are marketed under the “Favorich” brand. While cocoa prices, the primary ingredient for GCB are on the rise in 1HFY23, cocoa butter selling prices will also increase, albeit at a slower rate. Therefore, we expect GCB’s core net earnings to stay flat at RM127.9m for FY23. As cocoa price has seen a reversal since mid-September, we expect FY24 earnings to improve by 43.2% to RM183.1m. BUY with TP of RM2.81 based on 18x PER (3 years average) over FY24 EPS.

GCB has a cocoa bean grinding capacity of 337k MT per annum. Additionally, GCB’s value-added and industrial chocolate capacity are at 99k MT and 95k MT per annum respectively. In 2QFY23, the company has added 16k MT industrial chocolate production capacity in Suffolk, UK. The UK plant is strategically located close to the port of Felixstowe, allowing convenient transportation.

The company has expanded into Ivory Coast, the world's largest cocoa bean supplying country as this will improve GCB’s cost-effectiveness in reaching out to key chocolate-consuming countries in Europe, where most of its customers are based. The setting up of a grinding facility in Ivory Coast will also benefit GCB in terms of duty-free and quota-free of goods exported to Europe, as well as five years of zero corporate tax.

The first phase 60k MT cocoa bean grinding in Ivory Coast is already running at optimal utilisation. The company will allocate 40% of grinding capacity to supply cocoa ingredients to their German industrial chocolate subsidiary, SCHOKINAG-Schokolade-Industrie GmbH (SCHOKINAG), to produce premium quality chocolate ingredients to meet the demand of the European market.

We are cautious on GCB’s financial leverage as its net gearing has reached almost 0.9x with interest coverage ratio of 2.1x. According to the management, more than 2/3 of the borrowings are in US$ or other foreign currencies, which act as a natural hedge against US$ receivables and inventory. Though the company does not have a fixed dividend policy, we expect GCB to pay dividend of 2.7sen and 3.9sen for FY23 and FY24 based on 25% payout ratio. This will translate into yields of 1.2% and 1.8% respectively.

Omg support level lost
Most probably the market is judging of the impact from the Telekom Malaysia reduced Unifi rates..

The tentative timetable in relation to the Proposed Disposal is set out below:
Events Tentative Date
EGM for the Proposed Disposal 25 October 2023
Fulfilment of all conditions precedent in respect of the Proposed Disposal Mid January 2024
Completion of the Proposed Disposal End March 2024

Top up some RM 15.44

@Lizzie
Look like you are very familiar with wce latest info.
Wondering are you working in wce?

I found some very informative info written by sb in somewhere to share with you all who are interested in the shares,. If you know mandarin, these info will suite you:-

"WCE 会成为吉隆坡上北马的首选是因为它的路程短，过路费比南北大道低，还有一个重要点是从打巴到Ipoh,和Ipoh到江沙这段是山路，比较危险，所以从吉隆坡到北马相信会舍南北大道，选择WCE"

'WCE 将会是货柜罗里通往巴生港口和北马的主要通道，路程比较短过路费较低。目前很多港口出来的货柜罗里还是绕去南部大道是因section 7还没竣工，而且要从巴生港口到霹雳的话要经过瓜雪和丹绒加弄两区是堵车黑区，所以货柜罗里都会宁愿选择绕去南北大道。所以一旦section 7开通，巴生港口往北上的罗里必定选这新路。我个人也很期待，section 7路口靠近我家，去KL也将缩短不到一小时。"

"如果section 7不开，我是不会用WCE，klang去tapah或kapar必经section 7.开了会方便很多，最重要的中段路程不开，整个WCE不完整，很不方便。"

Hopefully the writers above if saw this info will not collecting patent right from me..🤣

good chance to top up after correction for so many days..
good luck..

so quiet here..
normally like this is a good signal because everyone has lost his confident..

i believe RM0.77 is the bottom
anyone second me..?

It seems bottom has reached
buy in @ RM22.58

slow & steady, like this type of uptrend, outlook definately good

Jtiasa shares no sell
Dont create fake news..

It seems company has an new potential project WISE

Extract:-
"另外，加拉鲁丁受询及西怡保大道（WISE）计划时指出，该项受建议兴建的大道全长60公里，从霹州务边至江沙，该局正与相关公司作最后的协商讨论，预计在今年尾可以完成各项谈论。

他补充，一旦有了最终定案，当局便会宣布."

https://www.chinapress.com.my/20230916/%E5%89%A9%E6%9C%80%E5%90%8E30%E5%85%AC%E9%87%8C%E8%B7%AF-%E8%A5%BF%E6%B5%B7%E5%B2%B8%E5%A4%A7%E9%81%93-%E6%96%99%E6%98%8E%E5%B9%B4%E9%80%9A%E8%BD%A6/

Yesterday after CEO bought in @ RM 0.63 finally this share stabilize.
Is it an indication that this stock has reached the bottom..?

https://oilprice.com/Energy/Energy-General/IEA-Claims-Global-Oil-Demand-Will-Peak-Before-2030.html

price remains fairly stable at RM 1.32, index drops, it won't drop
volume quite ok
bottom formation and consolidation
today date 12 Sept 2023

MIDF RESEARCH (AUG 29): We attended Padini Holdings Bhd’s virtual briefing and remained optimistic about its FY24’s outlook. The salient highlights include Padini’s high inventory level in 4QFY23. The inventory for 4QFY23 was at RM433.2 million compared to RM137.3 million in 4QFY22. Management highlighted that the impact of slightly higher inventory is manageable, with an inventory turnover of around four months (143 days as at 4QFY23).

In 4QFY23, same-store sales growth decreased by 2%, a notable contrast to the 41% same-store sales growth seen in 3QFY23. However, SSSG for the full year, 12MFY23, increased by 29%.

Average basket size (ABS) remained relatively stable in 4QFY23, with the blended ABS at approximately RM100 per basket, similar to 4QFY22. Meanwhile, ABS for free-standing stores ranged from RM80 to RM90 in 4QFY23.

Padini’s gross profit margin increased from 38.5% in 12MFY22 to 39.4% in 12MFY23. This was primarily due to price hikes on certain products over the years. Looking ahead, management aims to maintain the gross profit margin in the range of 38%-39% so as to stay competitive in pricing while retaining customers.

https://www.chinapress.com.my/20230911/%E7%BE%8E%E5%9B%BD%E8%B5%8C%E5%9C%BA%E4%BC%A0%E5%A5%BD%E6%B6%88%E6%81%AF-%E6%8A%95%E8%A1%8C%E5%96%8A%E5%8A%A0%E7%A0%81%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC/

https://theedgemalaysia.com/node/681995

top up some @ RM15.60

Extract:-

"On a bright note, the RM18 billion Lotte Chemical Indonesia Ethylene (LINE) project in Indonesia is seen as a key catalyst for LCT upon its completion in 2025, as it is set to propel the group into the top three companies in the industry in Southeast Asia, with the other two being Thailand-based Siam Cement Group pcl and PTT Global Chemical pcl."

Still not the right time to buy this shares
From the info above need to wait until 2025..

https://theedgemalaysia.com/node/680419

https://theedgemalaysia.com/node/681460

Do you notice that Aji Japan Holding company share price not affect by nuclear waste dumping..?
So why we worry for the recent downtrend..
top up some @ RM 15.90 rare opportunity

tongwong8, excellence performance.
any undervalued stock recommend?

one of the best reliable stock in klse
you can have no money to buy other stocks
but you die die need to borrow some money to collect some if you don't have money..

too bad, nuclear waste dumping
japanese co image tarnish
worst still if raw materials contaminated..

This stock you need to have holding power.
die die hold until the day the sun shines
one day it will
but when..?

Still optimistic. With 70k metric tonne from the Ivory Coast plant (5-year tax free status) expected in 2H and a full-year contribution in FY24F, we remain optimistic on GUAN’s prospects. The Schokinag operations should continue to show strong performance from lower input costs and higher ASPs. The 16k tonne annual capacity of industrial chocolate plant in United Kingdom is also expected to start production in 2H23 as part of GUAN’s strategy to diversify into the higher-margin industrial chocolate marke

Buy in

https://www.rfi.fr/cn/%E4%B8%AD%E5%9B%BD/20230902-%E6%97%A5%E6%9C%AC%E9%A6%96%E6%AC%A1%E5%9C%A8%E5%A4%84%E7%90%86%E6%B0%B4%E4%B8%AD%E6%A3%80%E6%B5%8B%E5%87%BA%E9%AB%98%E4%BA%8E%E6%97%A5%E5%B8%B8%E5%80%BC%E7%9A%84%E6%94%BE%E5%B0%84%E6%80%A7%E7%89%A9%E8%B4%A8

Like this, you accept or not?

Omg falling knife
Kill & flash out strong holders..

Hopefully the project will go on smoothly as scheduled

Section 7(now completed with 62%) slow progress is due to the soft ground. The mgt is taking reasonable steps to ensure that it will be completed on or before 31 March 25

Btw, there is a alternative Jkr road that connect Section 6 to Section 8 if section 7 is closed for construction.

The above info is from CEO from Wce during 30 Aug 23 Agm

As per Agm on 30 Aug 23
The project to be fully completed on the financial year ended 31 March 2025( i.e the latest proposed completion time)

https://www.klsescreener.com/v2/news/view/1196269

Are you satisfied with this info presented in Agm yesterday?

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Waiting to receive first oil: the Armada Sterling V FPSOPhoto: SP OIL & GAS
FPSO contractor caught up in troubled India project gets some relief
Bumi Armada is hopeful that first oil at Cluster 2 will be achieved this October

30 August 2023 8:32 GMT UPDATED 30 August 2023 8:37 GMT
By Russell Searancke in Oslo
Malaysian floating production contractor Bumi Armada has received some relief linked to its financial obligations on the heavily-delayed KG-DWN-98/2 Cluster 2 deep-water project in India.

Bumi has a 30% interest in a joint venture with Shapoorji Pallonji Energy, which is supplying the Armada Sterling V floating production, storage and offloading vessel for Cluster 2 on a lease and operate basis...