Xcalibre

Xcalibre | Joined since 2020-04-21

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Stock

6 days ago | Report Abuse

Samaiden’s Strong Order Book To Drive Earnings Growth For 2Q25

2/12/24

Analysts from both MIDF Amanah Investment Bank (MIDF Research) and RHB Investment Bank Bhd (RHB Research) have maintained a positive outlook on Samaiden Group Bhd, reaffirming their BUY recommendations. MIDF Research has revised its target price (TP) for the company to RM1.69 from RM1.57, while RHB Research maintained its TP at RM1.33. The analysts are confident in Samaiden’s strong order book, expected to support its earnings growth in the upcoming quarters.

The company’s outlook is further bolstered by the expected contributions from new Corporate Green Power Programme (CGPP) contracts, LSS5 and the Net Energy Metering programme.

RHB Research noted that Samaiden has a 66% increase in its order book, now at RM521.2 million, which includes 45% from CGPP, 35% from bioenergy, and 16% from commercial and industrial solar projects.

Both analysts expect the upcoming LSS5 quota awards, expected this month, to offer further growth opportunities for Samaiden. The company is also well-positioned to benefit from government initiatives such as the National Energy Transition Roadmap, the Integrated Clean Energy programme and the Corporate Renewable Energy Supply Scheme.

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1 week ago | Report Abuse

Taliworks post higher 3Q profit

26 Nov 2024
For the third quarter ended Sept 30, 2024, Taliworks’ profit was higher at RM24.25mil compared to RM13.54mil a year earlier.
Meanwhile, revenue rose to RM158mil compared to RM90.7mil for the same quarter a year ago, due to higher contribution from all operating subsidiaries except for the water treatment and supply segment that saw a marginal decrease.
Taliworks Corp Bhd will continue focusing on its growth strategies, prioritising investing and growing its infrastructure and utility businesses and intends to prioritise its resources for these purposes.

Stock

1 month ago | Report Abuse

intrinsic value for the stock is MYR1.56, but it is currently trading at RM0.96.
V.S. Industry Berhad's earnings over the next few years are expected to increase by 77%, indicating a highly optimistic future ahead. This should lead to more robust cash flows, feeding into a higher share value. Hence clear opportunity to collect now.

Stock

2 months ago | Report Abuse


Renewable Energy Focus: Samaiden is a specialist in renewable energy, particularly in engineering, procurement, construction, and commissioning (EPCC) of solar photovoltaic (PV) systems and power plants. With the global shift towards sustainable energy, companies in this sector are poised for growth.

Recent Developments: Samaiden has been actively expanding its business. For instance, they recently announced a joint venture with PT MCS Bina Energi to expand their renewable energy business in Indonesia. Such strategic moves can potentially enhance their market presence and revenue streams.

Financial Performance: The company has shown consistent financial performance. For the financial period ending June 30, 2024, they reported solid quarterly results. Additionally, they have been paying dividends, which is a positive sign for investors looking for income as well as growth.

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2 months ago | Report Abuse

It’s attractive now… buy buy buy…!

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2024-09-05 13:17 | Report Abuse

Don’t trust NatsukoMishima! This person is full of lies and incorrect information. You can see from his past postings.. this person is an empty shell making noise..

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2024-09-04 19:31 | Report Abuse

Full Year 2024 Results

Key Financial Results

Revenue: RM227.2m (up 33% from FY 2023).

Net income: RM16.0m (up 59% from FY 2023).

Profit margin: 7.1% (up from 5.9% in FY 2023).


RHB Research maintained a "buy" call on the stock with the target price (TP) of RM1.33.

The research firm is positive on the company's outlook, driven by opportunities in renewable energy (RE) initiatives.

As of March 2024, Saimaiden's orderbook stood at RM313.5 million, "The orderbook breakdown is 40 per cent biomass, 30 per cent utility-scale solar, and 20 per cent commercial and industrial solar, while the rest comprise mini hydro and other projects," RHB Research said in a note.

The firm anticipates near-term orderbook replenishment from the Corporate Green Power Programme (CGPP).

It said that Samaiden is well-positioned to benefit from an influx of projects from the remaining 450 MWac Kulim Hi-Tech Park (KHTP) solar projects, from the National Energy Transition Roadmap (NETR), and LSS5.

RHB Research said that new initiatives like the Cross-Border Electricity Supply and Corporate Renewable Energy Supply Scheme should provide Samaiden with ample opportunities, particularly in the EPCC space.

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2024-08-06 19:19 | Report Abuse

The news below will bode well for TTVHB:

Malaysia has set up a chip-design hub in Selangor state to boost its semiconductor industry and attract foreign investments.

The Malaysia Semiconductor IC Design Park’s partners include software maker Cadence Design Systems Inc and chip company Arm Holdings Plc. The integrated-circuit design hub is located in Puchong, near the capital of Kuala Lumpur.

Malaysia hosts a number of chip packaging facilities for Intel Corp, GlobalFoundries Inc and Infineon Technologies AG, making it a key regional hub in the global supply chain. It has also attracted Chinese chip firms in search of a place with easier access to foreign capital and technologies.

The South-East Asian nation earlier this year pledged at least RM25bil to support its semiconductor industry, seeking to increase its role as tensions between the US and China shake up global supply chains.

Malaysia’s semiconductor industry aims to double its exports to RM1.2 trillion by 2030, cementing its position as the sixth-largest chip exporter in the world.



https://www.thestar.com.my/tech/tech-news/2024/08/06/malaysia-sets-up-chip-design-hub-to-boost-semiconductor-industry

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2024-08-06 10:41 | Report Abuse

Take Note Prudential Funds have recently bought into this stock which indicates its BRIGHT potential

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2024-08-06 10:38 | Report Abuse

They are involved in vision-guided robotic equipment, solar related busing amongst others which are businesses with very BRIGHT future. AND they cater to both China and US… they’ll surely GAIN from the US China friction…
ONBOARD!

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2024-08-06 10:34 | Report Abuse

Now it’s the time to buy and collect more..

Warren Buffet: Be greedy when others are fearful

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2024-07-19 09:28 | Report Abuse

Good time to collect…

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2024-07-19 09:27 | Report Abuse

outlook for Samaiden Group Berhad:

LSS@MEnTARI Project: Samaiden is set to benefit significantly from the c.RM4 billion LSS@MEnTARI project. Their solid track record in solar photovoltaic (LSSPV) projects positions them well for success. The government is likely to prioritize projects for companies with majority local shareholdings, which bodes well for Samaiden1.

Industry Outlook: Samaiden is considered a solar energy proxy, backed by robust pretax profit growth, a net cash position, and a healthy order book. The industry outlook remains favorable for the company

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2024-07-19 09:25 | Report Abuse

Earnings Forecast: Analysts predict that earnings will grow by 38.57% per year.
Recent Performance: Earnings have already grown by 29.1% over the past year.
Stock Price Outlook: Analysts are in good agreement that the stock price will rise by 26.1%

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2024-05-01 21:39 | Report Abuse

@xiaoeh
Just stay away from mkh related stocks..as simple as that… there are tonnes of other better stocks

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2024-05-01 16:36 | Report Abuse

@xiaoeh, or maybe u can ask ur employer / the Mkh management what were the amazing unscrupulous things that they may have done?

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2024-05-01 16:33 | Report Abuse

Of course who would admit that they are mkh hired keyboard warrior right? Lol
Anyway u will just need to do ur own research to know the juicy stories while the depressed share price is telling u some story too..

Investors beware!

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2024-05-01 16:19 | Report Abuse

Dear @xiaoeh,
Are you one of the Mkh hired keyboard warriors to counter negativity on Mkh ? Haha… Nice try on your approach…

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2024-04-30 20:13 | Report Abuse

DON’T touch mkh related shares… Mgmt cannot be trusted… And you will only make them richer and yourself poorer..
They r ppl with no conscience…

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2024-03-23 08:07 | Report Abuse

Velesto bags two-year contract extension worth US$265m from Petronas Carigali

https://theedgemalaysia.com/node/705680



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2024-03-22 15:31 | Report Abuse

Someone surely will get burnt later…

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2024-03-22 09:02 | Report Abuse

Then retailers are stucked at high price… while fund managers made profit

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2024-03-22 09:01 | Report Abuse

Cos fund managers are tricking u guys… u guys enter then they sell and make money…

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2024-03-21 22:32 | Report Abuse

Guan Chong hunts for beans amid supply panic

“Everybody is panicking,” Brandon Tay Hoe Lian, chief executive officer of the firm, said in an interview in Kuala Lumpur. Prices are going higher every day, but the beans are not coming, he said. “We not only have to fight for beans, we’re also paying premiums.”

THE GLOBAL SHORTFALL OF BEANS MEAN ITS STARTING TO LIMIT SALES!

IT WILL BE DOUBLE WHAMMY FOR GCB, HIGH COCOA BEAN COST AND LOWER SALES…! RECIPE FOR VERY POOR PERFORMANCE

https://theedgemalaysia.com/node/705339

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2024-03-18 11:44 | Report Abuse

DON’T ever buy MKH oil palm…
The management is cruel shark who will squeeze you and leave u to bleed to death… DONT TOUCH MKH RELATED STOCKS

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2024-03-13 13:50 | Report Abuse

Better stay out of this counter until we have more clarity

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2024-03-13 13:49 | Report Abuse

Hong Leong Investment Bank estimated that if CTOS were to discontinue its credit scoring business, this could impact the company's bottomline negatively by 30%.

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2024-03-12 14:21 | Report Abuse

Per news, currently short selling in the company's shares have been suspended until tomorrow following the sharp fall in share price.

Once short selling reopen tomorrow, it will be another round of Durian Runtuh…
Beware!

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2024-03-12 14:05 | Report Abuse

Surely lawsuits quieing up…

Buy more get stucked more

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2024-03-12 12:17 | Report Abuse

Whoever bought at 1.18 is stucked now…

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2024-03-12 11:53 | Report Abuse

No institution will buy anymore…. they will likely be SELLING only for now…

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2024-03-12 11:04 | Report Abuse

U can see the trend…. Initiate some buying trend then sell big..

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2024-03-12 11:03 | Report Abuse

Retailers have been tricked to catch poo poo…

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2024-03-12 11:02 | Report Abuse

This is just first day… More to come…!

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2024-03-12 11:00 | Report Abuse

Funds are Dumping big !…
No one will enter this unviable business until r proven otherwise by another judgement..

If funds not entering there is no point collecting and u will be stuck there or catch further falling knife!

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2024-03-12 10:24 | Report Abuse

Don’t worry the products have good future … collect..

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2024-03-11 14:30 | Report Abuse

Myeg will be next to move up…
Better onboard fast…

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2024-03-06 13:48 | Report Abuse

@sten’s statement is pure speculative and not substantiated by any hard facts… it’s plug from the air of such allegations.

Investment should be based on facts analysis rather than speculative vague commentary

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2024-03-06 10:07 | Report Abuse

Price is rather high (PE 34x) while future upside is not that great..
Mermaid orders would be halted in April this year. Though it’s mentioned to be resumed by Sept when internal dispute is settled, there is uncertainty whether the dispute can be settled by then..

better wait for it the price to be cheaper first then only enter..

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2024-03-05 15:58 | Report Abuse

Construction to Fire on All Cylinders in FY24; BUY!!

Under Budget 2024, MYR1.1bn was allocated for supply issues, especially in Kelantan, Sabah, and Labuan. This may include infrastructure like water treatment plants which Taliworks is currently constructing. Another rerating catalyst would be quicker-than-expected approvals for the tariff hike for its waste management associate.

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2024-03-05 10:42 | Report Abuse

Good price to collect.. there are 14 Buy calls! Upside of at least 30%!

GHLSYS remains sanguine on an elevated transaction payment volume (TPV) moving into 1QFY24 backed by the RM1b e-Madani cash handout. It indicated that its business upgrading expenses (c. RM12.8m) incurred was one-off in nature to support product offerings. Kenanga maintain our forecasts, TP of RM0.88 and OUTPERFORM call.

Kenanga came away from GHLSYS’s post-4QFY23 briefing feeling reassured of its near-term prospects.

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2024-03-05 09:53 | Report Abuse


4Q23 results exceeded expectations on stronger-than-expected revenues from the blockchain segment, largely due to Zetrix token sales.
More blockchain-related services that may kick off in FY24F could drive MyEG’s EPS growth ahead, in our view.
CIMB maintains Add call on MyEG due to its attractive valuation (12.7x FY24F P/E, at close to 1.s.d below its 5-year average of 17x) and potential EPS upside from its blockchain business. CIMB GGM-derived TP of RM1.10 is unchanged.

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2024-03-05 09:00 | Report Abuse

Insurance doesn’t cover revenue loss

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2024-03-05 08:59 | Report Abuse

Gone case ….

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2024-03-05 08:59 | Report Abuse

Tenaga Nasional Bhd (TNB) guided that the prolonged outage of Manjung 4 power plant may lead to capacity revenue loss of RM400 million this year, prompting analysts to moderate their earnings growth forecasts. Further, its power generation unit may also experience reduction in the so-called capacity rate financing (CFR) — fixed payment to cover debt service — for some of its other power plants leading to lower revenue, Tenaga told analysts who attended its earnings briefing.

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2024-03-01 14:45 | Report Abuse

HLIB raises target price for Genting to RM7.12, sees sustained recovery momentum

the research house said the performance exceeded both house (108%) and consensus (+129%) estimates.
It said the positive deviation was due to stronger-than-expected topline.

“On a full year basis, Genting’s performance continued to benefit from the overall increase in business volumes as international travel gradually recovers.

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2024-03-01 11:16 | Report Abuse

Kenanga Research target prices
RHBBANK (1066)
📈 Beat FY23 earnings expectations
Outperform with target price – RM7.25

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2024-03-01 11:15 | Report Abuse

Kenanga Research target prices
GHLSYS (0021)
📈 Beat FY23 earnings expectations
Outperform with target price – RM0.88

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2024-03-01 08:52 | Report Abuse

Genting Bhd registered a net profit of RM929.20 million in the financial year ended Dec 31, 2023 (FY2023) compared to a net loss of RM299.90 million a year ago.

Its revenue jumped to RM27.12 billion from RM22.38 billion, boosted by the leisure and hospitality businesses in the United States, Bahamas, United Kingdom and Egypt