https://www.thestar.com.my/business/business-news/2024/10/30/ytl-power-clarifies-1bestarinet-project-secured-via-open-tender

OSK will benefit from the data centre developments in Malaysia.
2 of the main pillars in OSK biz are cable and IBS.

Cantik !

Hope this quarter will deliver another good results with good dividend !

Cantik !

DRP will benefit major shareholders such as OSK

https://theedgemalaysia.com/node/711848

1. NTA 2.97 Aas compared to current price of 1.61
2. Benefit from the civil servant salary increase. Similar to RCECap, OSK also provides loan to civil servant through salary deduction. Very low risk and no impairment
3. Scaling up its loan portfolio in Australia and have better net interest margin than Malaysia’s conventional financing.
4. Capital financing pre-tax profit’s compounded annual growth rate was at 25%
5. Anticipate strong earning from property development at advance stage of construction.
6. Have total 1,977acres of landbank remaining with total GDV of 15 billion
7. Total cable sales was 20,745km which is half of scgb
8. IBS revenue was up almost 50% in year 2023 and under capacity expansion through new machine upgrade to be completed in Q2-2024.
9. Phase 2 of Melbourne Square (MSQ) has received 50% take up rate as of April 2023
10. Expand cable segment to instal new fibre optic line and new machine. Expecting fully commissioning by end of 2024
11. Own 10.24% of RHB shares. Benefited from high dividend rate.

Scgb-wa closed at discounted price to Mother share by 0.025

MTec is too small as compared to the revenue of SCGB

1, revenue to US was 14 million in year 2023 and going to expand further this year
2. Obtained more than 100 million of cables orders. Demand will continue to grow with the setup of many data centre in Malaysia.
3. Registered vendor to TM, Tenaga, Sabah and Sarawak Electricity and Petronas
4. Achieved 1 billion revenue last year
5. Increase in production capacity by 21% from 33,'780km to 40,780km
6. Two new buildings under construction
7. Certified supplier of aluminium buildings cables and wire to the US.

1. YTD 10 May, paper gain around 40%.
2. Top 3 gainers are frontkn-wb. Kgb-wb and YTL
3. Added SCGB-wa due to its plant expansion and growth in the data centre. Registered vendor with TM, TNB, Sabah & Sarawak Electricity
4. Positive with IOI Properties expansion in Singapore and will most likely be listed in Singapore REIT within 2-3 years.
5. Wcehb-wf expressway is progressing well. All sections in Perak are completed. Sections in Selangor mostly 98% - 100% completion except section 3 & 7.

Public Mutual and Icap biz owns 5.8% and 4.2%

Revenue & profit up quarter by quarter. Target revenue of 1.4 bill Avaland is still the best !!!!!

Chances of Singaporean go to Genting is higher than China tourists.

https://www.thestar.com.my/news/nation/2024/02/16/direct-flight-boost-to-hit-target-of-chinese-tourists

In 2017 and 2018, Genting delivered 1.48 bill profit. The average share price was 9.00

WCEHB market cap is higher than Litrak & Suncon. Is it overvalued ?
As compared to Litrak,

This is low liquidity stock targeted by operators.

Don’t waste your time to trade with them. Let them main sendiri. There are many shares much better than Innature. Choose uptrend stocks and not downtrend stocks

Look like this share was targeted by operators to push down to 0.32 for purpose of collections at low price

In June, lady boss sold 30 mil shares. Whoever bought her portion are suffering now

Lady boss only bought 50k unit = 16k capita only to trap you.
If it is really good, she already sapu la

HLFG has the lowest PE Ratio 6.63 only as compared average bank at Malaysia 9.00
P/B ratio is at 0.68 and the lowest among the banks

This is sure win shares and continue to take any opportunity to accumulate at dip.

HLFG owns HLBank.
HLBamk has the highest margin among all Malaysia banks.
Blue chip share. Just keep and sure up when time comes

https://theedgemalaysia.com/node/691412

KUALA LUMPUR, Nov 24 — China is expected to allow Malaysians 15 days’ of visa-free travel there starting from next month, while China’s citizens are expected to be allowed 30 days’ visa-free entry to Malaysia.

Performance during MCO is better than after MCO.
Bad performance. Refuse to close non-performance outlets and some more overstaffs. Management team should resign.

Q2 forex loss (55m)
Q3 forex gain 16m

If exclude forex,
Q2 loss 53m
Q3 loss 56m

Will The Body Shop benefit from CPTPP between England and Malaysia ?

https://www.thestar.com.my/business/business-news/2023/01/25/ranhill039s-earnings-projected-to-rise-on-water-tariff-hikes

https://www.theedgemarkets.com/node/652692

My Pick Year 2023:
1. Genting (10%) - Rceovery stock, China Tourist market, & TauRx
2. Yinson (10%) - EPSO contracts 10%
3. KP Group (10%) - consturciton potential projects 10%
4. SKPRES (10%) - EMS and potentital secure Dyson contract 10%
5. Axiata (20%) - down 20% in year 2022. Blue chip, edotco potential listing
6. Innature (10%) - ESG, tourism, recovery stock
7. MFCB (10%) - huge reduction in debt, good profit every year
8. PBB (10%) - most stabile banking stock
9. Ableglob (10%) - recovery stock

When the price hit 0.585, fund managers are selling again to push the price down

Already up around 50% of 1.77
If the tech stock continue uptrend, it is achievable by end of 2022. Don’t need to wait till year 2024 & beyond.

BAT was taxed 32.1% instead of normal 24% due to prosperity tax

Good results with good dividend

Another GLC does not know how to make biz with profits.
Selling stake of profitable biz Celcom and edotco and keep losing biz in their book.
Must learn from Maxis and Digi

Buy at dip. Strengthen of USD is good for export oriented stock. Blue chip and PAT 400m each quarter. Pride already down 20% for the last 10 days

Monopoly business but cannot make profit despite recovery in economic. Don’t know how to do biz. Ceo should resign

Due to cukai makmur, ASN, ASB won’t receive good dividend.from their investment. At the end, rakyat yang susah.

Down 5% . Highest among blue chip counters. Continue to accumulate …

https://www.thestar.com.my/news/nation/2021/10/29/budget-2022-excise-duty-for-nicotine-based-gel-liquid-products-for-vapes-e-cigarettes

https://www.theedgemarkets.com/article/pm-domestic-tourism-activities-all-states-allowed-interstate-travelling-allowed-monday

https://www.theedgemarkets.com/article/pm-domestic-tourism-activities-all-states-allowed-interstate-travelling-allowed-monday

How about casino ?

PA main revenue will be in solar business

Investors will gain and not contra players

If you still remember …

https://m.malaysiakini.com/news/575800

https://www.thesundaily.my/business/uem-edgenta-to-transform-itself-into-tech-enabled-healthcare-focused-solutions-provider-GL8278549