Also note that EPF has started collecting since 17 May 2022 and have bought 2.05mil of Sime shares...!

It is still a good buy... esp low price now..

It is a good bet on this news if it happens:
Sime Darby Holdings Bhd (SDH) announced that SDH and Ramsay Health
Care Ltd (Ramsay) have received RM5.67bn (or USD1.35bn) conditional,
non-binding buyout offer from IHH Healthcare Bhd to acquire 100% of their
50:50 joint venture Ramsay Sime Darby Health Care Sdn Bhd (RSDH).
Analyst is POSITIVE on the deal as it enables the Group to
monetize its non-core assets, with the proceeds may be partly used to pay for
SPECIAL DIVIDEND.

Even if this deal doesn't materialize, Analyst expects Sime Darby to ride through the wave and sustain earnings into FY23. Demand for new cars (2.5-3 months backlog) and industrial equipment (RM3.9bn orderbook) remain ELEVATED.

Also GOOD dividend yield of almost 6.0%! And also capital upside!

Good to collect when price is Low...

Shrinking profit margin is TEMPORARY matter, it will revive in medium term..

Don’t worry… u will see in the upcoming good qtr result in June soon and it will rebound

WASHINGTON DC: Malaysia is expected to garner RM14.62 billion in new investments from the United States (US) following the Trade and Investment Mission (TIM) led by Senior Minister and International Trade and Industry Minister Datuk Seri Mohamed Azmin Ali.

Azmin said many US-based companies had expressed their commitments to expand their operations and footprint in Malaysia during his 10-day US TIM which began on May 8.

"We are going to make some major announcements in the next few days in terms of the total new investments that have been committed by these companies," he told Bernama and TV3 reporters here, Tuesday.

Thus far, Azmin had met several high-technology (hi-tech) companies such global semiconductor company Texas Instruments Inc. and global materials supplier to the electronics assembly and semiconductor packaging industries Indium Corporation, and he is scheduled to engage with more hi-tech industry players on his next visits to San Francisco, Seattle and Los Angeles.

https://klse.i3investor.com/web/news/detail/249454

WASHINGTON DC: Malaysia is expected to garner RM14.62 billion in new investments from the United States (US) following the Trade and Investment Mission (TIM) led by Senior Minister and International Trade and Industry Minister Datuk Seri Mohamed Azmin Ali.

Azmin said many US-based companies had expressed their commitments to expand their operations and footprint in Malaysia during his 10-day US TIM which began on May 8.

"We are going to make some major announcements in the next few days in terms of the total new investments that have been committed by these companies," he told Bernama and TV3 reporters here, Tuesday.

Thus far, Azmin had met several high-technology (hi-tech) companies such global semiconductor company Texas Instruments Inc. and global materials supplier to the electronics assembly and semiconductor packaging industries Indium Corporation, and he is scheduled to engage with more hi-tech industry players on his next visits to San Francisco, Seattle and Los Angeles.

https://klse.i3investor.com/web/news/detail/249454

WASHINGTON DC: Malaysia is expected to garner RM14.62 billion in new investments from the United States (US) following the Trade and Investment Mission (TIM) led by Senior Minister and International Trade and Industry Minister Datuk Seri Mohamed Azmin Ali.

Azmin said many US-based companies had expressed their commitments to expand their operations and footprint in Malaysia during his 10-day US TIM which began on May 8.

"We are going to make some major announcements in the next few days in terms of the total new investments that have been committed by these companies," he told Bernama and TV3 reporters here, Tuesday.

Thus far, Azmin had met several high-technology (hi-tech) companies such global semiconductor company Texas Instruments Inc. and global materials supplier to the electronics assembly and semiconductor packaging industries Indium Corporation, and he is scheduled to engage with more hi-tech industry players on his next visits to San Francisco, Seattle and Los Angeles.

https://klse.i3investor.com/web/news/detail/249454

Malaysia is expected to garner RM14.62 billion in new investments from the United States (US) following the Trade and Investment Mission (TIM) led by Senior Minister and International Trade and Industry Minister Datuk Seri Mohamed Azmin Ali.

Azmin said many US-based companies had expressed their commitments to expand their operations and footprint in Malaysia during his 10-day US TIM which began on May 8.

"We are going to make some major announcements in the next few days in terms of the total new investments that have been committed by these companies," he told Bernama and TV3 reporters here, Tuesday.

Thus far, Azmin had met several high-technology (hi-tech) companies such global semiconductor company Texas Instruments Inc. and global materials supplier to the electronics assembly and semiconductor packaging industries Indium Corporation, and he is scheduled to engage with more hi-tech industry players on his next visits to San Francisco, Seattle and Los Angeles.

https://klse.i3investor.com/web/news/detail/249454

Malaysia is expected to garner RM14.62 billion in new investments from the United States (US) following the Trade and Investment Mission (TIM) led by Senior Minister and International Trade and Industry Minister Datuk Seri Mohamed Azmin Ali.

Azmin said many US-based companies had expressed their commitments to expand their operations and footprint in Malaysia during his 10-day US TIM which began on May 8.

"We are going to make some major announcements in the next few days in terms of the total new investments that have been committed by these companies," he told Bernama and TV3 reporters here, Tuesday.

Thus far, Azmin had met several high-technology (hi-tech) companies such global semiconductor company Texas Instruments Inc. and global materials supplier to the electronics assembly and semiconductor packaging industries Indium Corporation, and he is scheduled to engage with more hi-tech industry players on his next visits to San Francisco, Seattle and Los Angeles.

Here comes the resurgence of Magnum…

Magnum 1Q net profit more than doubles to RM16.5mil

https://www.thestar.com.my/business/business-news/2022/05/19/magnum-1q-net-profit-more-than-doubles-to-rm165mil

Also don't let the RSS gang win... hold on to your position.. This is solid stock....

This temporary blip is merely due to overall market sentiment...

The fact that EPF has been collecting UWC confidently from months to month (Mar, Apr May) is indicating something is brewing.... stay tune...

Don't worry the market is only flushing out the weak holders... it will rebound...
this is the chance to collect cheap now...

Inari Amertron Bhd posted a 10% increase in its net profit for the third quarter ended March 31, 2022 (3QFY22) to RM90.48 million from RM81.95 million in the previous year’s corresponding quarter amid higher revenue growth across all business segments. Its revenue for the quarter grew 5% to RM360.34 million from RM342.93 million a year ago. It proposed a 2.2 sen per share dividend for the quarter. For the nine months ended March 31, its net profit rose 25% to RM304.7 million from RM242.11 million a year earlier, while revenue jumped 13% to RM1.21 billion from RM1.07 billion previously.

This is future industry business…collect collect collect

Pentamaster Corp Bhd’s net profit rose 26.9% to RM20.4mil in the first quarter ended March 31, from RM16.07mil a year ago.

The semiconductor equipment vendor and automation group saw its revenue grow 26.8% to RM146.02mil from RM115.17mil.

https://www.thestar.com.my/business/business-news/2022/05/12/pentamaster-1q-net-profit-jumps-27

When overall market down, it’s good opportunity to collect at low prices..

Now with chip shortage and demand more than supply, manufacturer is expanding and Kgb is in good position to obtain lots of projects with good profit margin..

Kelington Group Bhd's wholly-owned unit, Kelington Engineering (Shanghai) Co Ltd, has bagged a contract to perform gas hook up works in Beijing, China.

In a filing with Bursa Malaysia, Kelington said the 123 million yuan contract (worth approximately RM80 million), was awarded by China's largest semiconductor foundry.

https://www.theedgemarkets.com/article/kelington-unit-bags-rm80m-contract-china

Correction coming… beware

Buy buy buy… it has lots of contracts..

It’s getting cheaper and good to collect..

Sales r expected to be strong..

Don’t listen to all the scaremongers… they r just empty tin trying to drum up noises to scare those who r weak…
Regardless the interest, all over the world is shortage of chips and with 5g.. Inari will do well.. and don’t forget they r venturing into China..
These r short term blips..

Buy buy buy

Correction coming… better take profit and chao first

Labour weighs on planters’ earnings (TheStar 28.4.22)

United Plantations Bhd, which is among the first planters to release its 1Q22 results, saw higher CPO prices as a double-edged sword to its profit.
A sharp 121% increase in the WINDFALL TAX of RM20.4mil REDUCED United Plantations’ net profit by a fifth to RM59.69mil in 1Q22 from RM74.83mil in the same corresponding period in 2021. Revenue, however, increased by 60.87% to RM642.91mil compared with RM399.65mil, due to revenue in the plantation and refinery segments.

On a quarterly basis, the plantation group’s net profit TUMBLED by 61.1% from RM154.15mil in the immediate preceding quarter (4Q21) while revenue jumped by 22.34% from RM525.50mil in 4Q21.

An analyst with a bank-backed brokerage said “IT WILL BE NO SURPRISE if more planters were to announce similar 1Q22 results as United Plantations despite enjoying record high CPO ASP in recent months.”

@chai2145 obviously u know Nothing about analysing company like kgb.. their outstanding order book is in billions and it will only keep adding….

KUALA LUMPUR (April 26): Kelington Group Bhd said the group has accepted a letter of intent for an onsite industrial gases supply scheme with an expected revenue of RM180 million over a 10-year period.

https://www.theedgemarkets.com/article/kelington-accepts-letter-intent-10year-onsite-industrial-gases-supply

Pentamaster eyes expansion to Germany, setting up offices in Indonesia, Middle East

https://www.theedgemarkets.com/article/pentamaster-eyes-expansion-germany-setting-offices-indonesia-middle-east

Malakoff in potential decarbonisation venture with Itochu

https://www.nst.com.my/business/2022/04/791738/malakoff-potential-decarbonisation-venture-itochu

CIMB reports first monthly foreign shareholding drop since May 2021..

Next bank stock to sell down is? Maybank?

Ferrero to stop buying palm oil from Sime Darby Plantation over labour concerns

https://www.theedgemarkets.com/article/ferrero-stop-buying-palm-oil-sime-darby-over-labour-concerns


WHO WILL BE NEXT VICTIM IN THE PLANTATION COMPANY? Possible one by one coming..

Banks prices already overshot, and ppl forgot about makmur tax impact already.. time for some correction

https://www.theedgemarkets.com/article/tsmcs-1q-profit-45-beats-market-estimates

TSMC posted a 45% jump in quarterly net profit on Thursday, boosted by booming semiconductor demand during the Covid-19 pandemic that has led to a global chip crunch.

The company, which also has customers such as Qualcomm Inc, has previously said it expected strong growth to accelerate in coming years due to robust demand for chips that power everything from smartphones to cars and lifted capital spending for this year.

TSMC's revenue for the quarter climbed 36% to US$17.57 billion, above the company's prior estimated range of US$16.6 billion to US$17.2 billion.

Cimb analyst call BUY (11 Apr 2022)
WITH TARGET PRICE of 4.20

No worries just collect when it’s down. It’s silly to ignore stock with semicon

Worldwide sales of semiconductor manufacturing equipment in 2021 surged 44% to an all-time record of US$102.6bil billion from US$71.2bil in 2020, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).

In a statement, SEMI said China claimed the largest market for semiconductor equipment for the second time with sales expanding 58% to US$29.6bil to mark the fourth consecutive year of growth.

South Korea, the second-largest equipment market, registered a sales increase of 55% to US$25bil, after showing strong growth in 2020.

Taiwan logged a 45% growth to US$24.9bil to claim the third position.

Annual semiconductor equipment spending increased 23% in Europe and 17% in North America, which continues to recover from a contraction in 2020.

Sales in the rest of the world jumped 79% in 2021.

“The 44% increase in manufacturing equipment spending in 2021 highlights the global semiconductor industry’s aggressive push to add capacity,” SEMI president and CEO Ajit Manocha said.

“This drive to expand production capabilities extends beyond the current supply imbalance, as the industry continues to ramp up to address a wide range of emerging high-tech applications that will enable a smarter digital world with countless social benefits.”

Global sales of wafer processing equipment rose 44% in 2021, while other front-end segment sales grew 22%.

Assembly and packaging showed exceptional growth across all regions, resulting in an 87% market increase in 2021, while total test equipment sales rose 30%.

https://www.klsescreener.com/v2/news/view/977149

Good buy…. It’s in EV

Cheap sale…opportunity to collect..

Rate hike or not… it doesn’t matter cos these are future tech needs…don’t worry… any down presents opportunity to collect before shooting up in the future…

When price is low it’s opportunity to onboard before it shoots up in the future

Plenty of projects for KGB… very bright future… semicon players expands .. KGB flourish..

High oil price will be here for quite sometime… as Europe will have to resort to others sources which they’ll have to pay higher oil prices…limited choice..
Good buy for oil

Good Tech/ semicon I would look at are uwc, penta, inari, vis, etc.
@wallstreetrookie

Just like gloves stocks few qtrs up and then what happen next? Down…

What I’m referring to is the whole big chain under 5g..not just talking about the infra… lots for you to read online… what you mentioned is just a fraction of the whole 5g eco system..
There are so many industries

Plantation is like glove I.e. short term surge due to one off event and cannot sustain and down badly.. u can see gloves stocks price plunging like no tomorrow..

Tech/ semicon with bright future of 5g and more to come 6g… with the pandemic it has waken biz to go into tech more. Meaning whether u like it or not biz will have to upgrade to 5g / new tech moving forward regardless rate hike or not…

@wallstreetrookie my explanation above