Good to see Michael Kwok buy call on TDM.
TDM has been a laggard for past 3 years.
This year 2024 I strongly believe TDM will be stand above 30 sen.

OMG, selling crown jewel at below book price.
Seems like really desperate for cash.
Although YNH seem like have high NTA, but after remove its crown jewel, I think the rest are not worth.
Remember, asset book value can be fluctuate based on valuation method and market sentiment, but liability is fixed.

Anyone know that currently Malton owned how many share of Pavilion Reit?
It has sold Pavilion Bukit Jalil to Pavilion Reit, with consideration of RM2.2bil, which some will be paid in cash, and some in Pavilion Reit share.

May I know as at 31 Dec 2023, Malton owned how many share of Pavreit?

And Bandar Malaysia is the crown jewel.
Last time it was awarded to Ekovest, but subsequently the deal was call off.
If now with the support of new Agong, hopefully Ekovest can get back the Crown Jewel.

If you look at HSR project alone, it is not a good deal, as the cost is too high, hard to achieve breakeven for the operation.

So, the project owner must earn from other side to recover back its cost, and land value appreciation is the faster way to recover back its cost.
Ekovest got 4k++ acre land in Johor, Jcorp also plenty of land, while CICO has bigger plan, to ensure the track and technology are align so next time this track can connect all the way from Singapore to China (this is their one belt one road ambition)

I believe another consortium will be Ekovest, CICO & Johor Corp.

@SincereStock, I always not dare to change horse.
Maybe I am not lucky, every time I decide to change horse, the existing horse will be sky rocket.

Erm, just wondering where is the strong fundamental?

1) Market Cap is almost RM300mil, share price RM0.80sen ++
2) Net Profit is around RM3-4mil per quarter only
3) Revenue is RM20mil per quarter
4) NAT is RM0.25.

I mean, this is not a technology company, this is just a traditional company that doing Door Frame / Window Frame. The profit need to grow to RM10mil per quarter, then only justify its current share price of RM0.80.

It will be consider a good company if share price is around RM0.30-0.40, but at RM0.80 ++ is definitely overprice d. Unless they have something special agenda which we are not aware.

Market cap only RM48mil.
Good company.

Based on closing price of RM0.965, tomorrow limit up price will be RM1.26.

Agreed, really rubbish.
All of us cheated by Eddie Ong.

Knusford NTA is RM2.24.
Now share price is RM0.94 only.
Still have 140% room to gain.

Just accumulate, really no much stock left.
Once big player come in sapu, we all small small kaki got no chance to buy anymore.
So accumulate now while still have chance.

No matter who win the project, as long as the project is really on, all company will be benefited.

The cake so big, all construction company will get award small small job.
Those industrial supplier like steel, cable, cement, piling, earthwork, M&E all will be benefited as well.
Those developer with landbank nearby the HSR station also will be benefited.
Bandar Malaysia lagi benefited.
All property investor benefited.
All share investor benefited.

My gut feeling tell me that Cabnet will surge up to higher level (i.e. 35 sen above) on next week.
Just gut feeling only, no guarantee.

TSLKC main business is Lim Seong Hai, while TSLKH main business is Ekovest.

Lim Seong Hai is going to transfer to Main Board now, so no surprise if he sold Ekovest and focus on his own company.

Is ok, just let it continue to hide the shine first, so we can accumulate more.

When the right timing come, it will start to shine bright like a Diamond.
RM1.00 close one eye can achieve.

At RM0.295, market capital only RM53mil.
So undervalue this company.
Even the share price increase RM0.60, the market cap are just RM100mil ++
If we can foresee Malaysia future is bright for the next few year (FDI come in, Political stable), then there should be no problem for this counter to reach RM100mil market capital.

So conclusion, SG Bagan better or Kuchai better?

Personally I feel Sg Bagan is more worth to buy, please correct me if my understanding is wrong.

Ok, hope Monday still got chance to ride on this train.

Dont think, just accumulate.

My Stock Picks for 2024:
1. KNUSFORD 10%
2. HEXZA 10%
3. SUBUR 10%
4. TDM 10%
5. DANCO 10%
6. EKOVEST 10%
7. YBS 10%
8. MBL 10%
9. MALTON 10%
10. HEXCARE 10%

JP Morgan juz upgraded the glove sector and call BUY

https://klse.i3investor.com/web/blog/detail/Analystviews/2023-12-27-story-h-211508874-JP_Morgan_upgrades_the_Glove_Sector_Topglove_Harta_Kossan

JP Morgan juz upgraded the glove sector and call BUY

https://klse.i3investor.com/web/blog/detail/Analystviews/2023-12-27-story-h-211508874-JP_Morgan_upgrades_the_Glove_Sector_Topglove_Harta_Kossan

Yesterday I saw a Guru (Dream & Sea) live in facebook, said Mersec Big Red Candle must sell immediately, sure will drop one, finish goreng d, time to run before limit down.

And today went up 12%... I think probably he will delete yesterday live.

What I try to said is, never think you are better or smarter, the market will always slap your face.

在越南新工厂落成之后，世霸龙雄心勃勃地表示，要渗透进新的国级市场，扩大市占率

Apa cerita? Please share here.

very good result, my prediction is correct.

I am 99% sure that this quarter profit is very very NICE!

During the AGM, management got told that Vietnam business is getting better, and local demand also increase due to Data Centre (Data center need a lot of Insulator)

You can google it, first news was from The Edge.

That day I pass by Setia Alam and I saw Optimax is building a huge building there?

The building size is look like a hospital size, may I know why Optimax need to build such a huge building like hospital?

I though normally Optimax outlet is just 2000 -4000 sqft size will do, why need a hospital?

The US Glove factory is produce for US Market.
This is under the Biden Government whereby they already have a National Security Rules whereby all US government hospital must purchase from US producer, instead of importer.
US has already face the glove shortage issue in Year 2019 / 2020, and this is the reason they want company to setup factory in US. They don't mind to buy it at higher price, what they want is national security, they want to ensure they have the ability to produce glove to meet its own demand, instead of fully rely on other country.
Therefore, the selling price is off course higher than the imported glove as it is "Made in USA".
Not only Supermax, there are many other glove factory setup in US, such as Showa, Geiger, Ammex, Kimberly Clark, American Nitrille....and many many more.

As my target is long term, so as long as I got extra money from my business, or when I dispose other share, I will acquire it.

For me, RM0.865 is a price that I will buy.
For example, if now I buy 10,000 @ 0.865, if next month drop to 0.765, I will be more happy to acquire another 10,000, if drop again I will buy again. Vice versa, if increase to 0.965, I will buy also if I got extra money.

My concept is very simple, I am betting on Malaysia stock market will be grow 100%-200% in next 10 years, I am betting on the MADANI government will bring Malaysia to gain back what it has lost for the last 20 years.

All the 4 glove company is good company, they got factory, got land, got cash, they are unlikely to bankrupt.
They are unlikely to continue making big loss like FY2022 & 2023, so they only will become better in FY2024 & 2025.
At the same time, their factory land price sure will increase if Malaysia economy is turning good.

Maybe this is a good chance to acquire more share at such a low price.

Before Covid 19, Company A has Asset 100mil, Liability 90mil, can generate profit 10 mil per year, you value it at PE 25times or RM250mil.

During Covid, Company A earn a lot of money RM80mil, and use the RM80mil to pay off the liability.

After Covid, Company A Asset 100mil, Liability reduce from 90mil to 10mil, but now only can generate profit 3 mil only (because demand is drop and supply increase), so you value it at PE 10x or RM30mil.

What is you logic?

In Malaysia, big project must share share with bumiputra la.
One HSR project can divided into few portion or few phase, awarded some to YTL, some to Ekovest/IWCIty, some to MRCB, some to Sunway, some to Berjaya, some to MMC, Some to IJM.

And then all this main con will further distribute some job to those small player like GAQRS, Zelan, Fajarbaru, TRC, AhmadZaki, Gadang, Muhibah, Mitrajaya, Econpile, Kimlum.....etc

Gamuda is not in the list, as this company has enough project to survive for next few years.

YBS will be Genetec 2.0

Hi, anyone attend the AGM, any news to share here?

Cold cold winter again

@stockraider, how you find our Hexza have YTL, YTL Power and Maybank?
Where can get this kind of information

PWF & TeoSeng is really the best poultry counter.

You said from up 2 sen to down 2 sen, so difference is 4 sen.
Example: Opening price is 83 sen, then up 2 sen to 85 sen (Sell), then all the way down, during closing session, price is 81sen (down 2 sen from opening price), then buy.
Tomorrow opening price is 81 sen, then up 2 sen again sell at 83sen, then at closing session down 2 sen again (79sen), buyback again.

Today must be a happy day for roger3210, as Danco has drop again, haha!

Haha..... Sell at morning and buyback at evening, then sell again on tomorrow morning, and buy back again at evening.
Everyday earned 4 sen difference.

Can you smell something is brewing?
USD200mil proposal is going to reveal soon...

If you cant against the giant, then join them.

@Cnlim, this is the fun part of being in the stock market.
When topic is hot, we add oil and fire into it, make it more hot.
When topic is cold, we put it into freezer quietly.

Malaysia got Solar, clean energy, low tariff to EU and US, haha.
China government cut their budget or subsidy to healthcare player d, as now their government has bigger issue need to focus (i.e. Property market). That why Intco also decided not to continue sell below cost price d.

Above is minority shareholder view.

Then now we look at TSLKH view, as a businessman, TSLKH target is to control the asset. Ekovest has valuable asset, TSLKH doesn't care about the share price is 40sen or 70sen, his target is to gain control of the asset, as this type of highway asset can generate recurring income for him for the next 30-50 years.

If the share price is RM0.70, and TSLKH proposed to issue at RM0.60 to himself, most of the shareholder will not agreed, as this will drag the share price drop to RM0.60 level

But if share price is RM0.44, and TSLKH so generous to accept the issue price at RM0.60, the most of the shareholder will agreed, as this will help to push the share price to RM0.60 level.

So you know why share price have been push down kaw kaw, the lower it drop, the more shareholder will accept the TSLKH offer. Because this is Human Bahaviour, when all shareholder are suffering loss, they aim is to recover back the loss will do, they not concern about whether the price is fair or not, the future is bright or not, they just want to recover back their losses.