Heard from a friend that working in Mechanical Engineering Industry, he told me that JUSEV is doing very well

Whenever you start to lose confidence on EKOVEST, please compare the fundamental between WCE and EKOVEST.
Then you will have faith in EKOVEST.
And you are happy to see EKOVEST share price, coz you can acquired more.
If WCEHB can go up from 20sen to RM1.20, then EKOVEST will also have chance to go up from 40sen to RM2.40.
So, just hold and regularly invest in Ekovest (not all in), by mid of 2026 sure you will see the return, provided there is no war, no earthquake, no political change, no MCO again for next 2 years.

15 Years Pioneer Status... You can see how serious our Government treat this project, and this will be a very long term project and huge capital investment is committed.
Normally, our government only give 5 years pioneer status, this is the first time (in my knowledge) I have saw 15 years pioneer status.

TDM Bhd embarks on its five-year plan to become one of the top 100 companies listed on Bursa Malaysia, it intends to invest up to RM1 billion to expand its plantation and healthcare businesses.

KUALA TERENGGANU: Plantation and healthcare group TDM Bhd has invested RM29.1mil in two new hospitals this year.

Executive director Najman Kamaruddin said the healthcare sector contributes about 50% to the group’s overall profits and the two new hospitals are expected to increase the profits considerably.

“An investment of RM14.1mil is allocated for the construction of the 100-bed KMI Chukai Medical Centre in Kemaman, while Razif Hospital, in Klang, Selangor, involves an investment of RM15mil for the takeover process.

“Both of these hospitals will be managed by TDM’s subsidiary Kumpulan Medic Iman Sdn Bhd,” he said at a press conference.

Yup, must have faith on Knusford.
NTA will be RM2.40 after the disposal of land.
Actually RM28mil for this land is below market price, with the same size of land at that industry area, market price should at least worth RM40-50mil. However, after I have visit to the land, I saw that the land is very near to river, and big portion of the land is undevelop. It mean, if buyer want to build factory / warehouse on the land, many earthwork need to be done, coz need a lot of cost to fill up the soil (minimum 3 feet), and the risk is also very high, coz too near to river, you donno when will floor, so maybe 1/4 of the land is not useable, coz they must maintain a distance of 25feet or 30 feet from the river.
Conclusion, although 28mil is very low price, but no choice coz the land have its own problem.

Take some profit (sold 1/3) this morning and switch to Cabnet.
Still thinking that Cabnet is too undervalue and can shoot up anytime.

Luckily I am still in the house.
For the past few month, I was so tempted to change horse, luckily I didn't.
I am not greedy, 50% gain from my entry price will be vert good d.

Hi Author, can you find out why until now we cannot see any profit from disposal of Pavilion reflected in Malton QR.
Did we missed out anything?

Brother Calvin, Dutaland has sold majority of its plantation estate to BPLANT in Year 2018.
So technically, Dutaland now is no longer a plantation counter, as its FFB output is only 200-300 tonnes per month.

Based on 5 years chart, MBL highest price is around 80sen.
Now is 45sen, still got 75% upside.
Just hope MBL willing to give more dividend to its shareholder.
If MBL can give 3 sen dividend per annum, then MBL share price will shoot up to 80sen

Great, closed at 30sen.
Now market cap only 54mil.
Even reach 40sen, market cap only 72mil.
Hope can reach RM100mil market cap.

No news is good news.
This counter is strongly undervalue.
Now is at consolidation period... Once the weaker is out, it will be push back to 40sen.
The asset (Factory & Land) is worth few times above its market cap.

Look at 3 years chart, DANCO has been dropped from 65sen (Feb 2021) to 35sen (Oct 2022), and now it was sideway around 42-45sen.
For the past 3 years, DANCO has proof that it able to generate a stable net profit, and it was also generous in paying dividend.
With the recovery demand for its metal Stamping Segment, and booming of its E&E segment (JusEV), Danco performance in Year 2024 will be improve compare to 2023, and high changes we can see Danco share price moving toward 60sen.
As Danco have relatively low market cap, so I believe it share price can be easily push up to 60sen level, as long as there are some institution player start to invest into it. A small amount of fresh fund of RM5-10mil (or 10-20mil share) can easily push the share price up by 30% from current level. And I am waiting for those big player to start their engine (and I know there are few big group of investors is putting Danco in their watching list... hehe)

RSAWIT will challenge 25 sen this week.

Once again, I would like to inform everyone again:-

YBS will be the next GENETEC.
Currently YBS only have RM207mil market cap.
Once the Enovix project start production and receive massive order, this company can anytime become a RM1000mil market cap company. So, there is a 500% gain opportunity (within 2-3 years).

As long as the market maintain its stability (no big bad news or political change), I strongly believe that TDM will marching across 30sen and heading to 35sen. Reason being:-

1) TDM have been undervalue for many years
2) The Indonesia bad news have been passed, whatever losses have been recognised, and the Indonesia subsidiary have been sold (I believe the disposal can be completed within this year, so all the legal issue will be no longer related to TDM)
3) Its healthcare business is really doing good, and it will be doing even better in 2024. I believe the Healthcare business can generate minimum EBITA of RM50mil per year.
4) CPO price will be continue at above RM3700 level, so TDM plantation unit will not facing losses anymore, and it could be generate RM30-40mil per annum.

In overall, I estimate RM70mil PAT for Year 2024 (approximately RM15-20mil per quarter), and EPS will be minimum 4 sen per quarter.

Based on minimum 10 times PE, TDM should be at least worth 40sen.

This 40sen Target Price sure can be achieve if TDM continuous posted PAT above RM15mil++ for Q1 and Q2 2024.

I think, the main problem of Esceram is there is no a key shareholder in this company.
Each of the top shareholder hold only little percentage of the company.
For me, this type of small cap company, the founder / substantial shareholder should hold more than 30%, or the top 10 shareholder should hold more than 60%, then only they have chance to push the company share up.

Just a small minor error in the previous QR, now they amended and repost the QR.
No impact on the figure, it is just a date they wrongly put Year 2024 instead of Year 2023.

KNUSFORD BERHAD ("KNUSFORD" OR THE "COMPANY") PROPOSED DISPOSAL BY KNUSFORD OF A FREEHOLD LAND TOGETHER WITH THE BUILDINGS ERECTED THEREON HELD UNDER HSD 51799, PT 43447, MUKIM AND DISTRICT OF KLANG, SELANGOR WITH A PROVISIONAL LAND AREA OF 25,625.48 SQUARE METRES BEARING POSTAL ADDRESS OF NO. 8, JALAN KECAPI 33/2, TAMAN PERINDUSTRIAN ELITE, SEKSYEN 33, 40350 SHAH ALAM, SELANGOR DARUL EHSAN TO EMERALD PLAN SDN BHD FOR A CASH CONSIDERATION OF RM28.0 MILLION

Today support Knusford again.
But selling force is still very high, my buy queue easily fill up by the seller.
Need to wait for other counter take profit then can come here buy again.

Take profit on Superlon, planning to buy into another low market cap counter.

No regret for take profit on Powerwell and switch to Cabnet.
With the same amount of value, I can owned 1.5times more quantity in Cabnet.
Market cap now only 53mil, still have high potential to grow.
1st Target Price should be RM0.35.

TDM is back on track, heading to its Wawasan 2030.

Below is quote by TDM's chairman before :-

"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".

Good to know that UncleFollower is on the same boat.
Me also, whenever I have bullet, or I take profit on other share, I will buy some Knusford.
Not dare to go in big, just slowly slowly collect whenever I saw it drop.
But once the share split is officially announce, I think I might be go in big, even though at limit up price (i.e. any price below RM1.20), because I believe minimum this counter is worth RM1.50 and above (30% discount to its current NTA)

Anyone here still in Knusford? or all jump to another boat d?
I am still sitting on the boat, very lonely leh.
I alone pushing the boat, very heavy and very tired, still in the dark tunnel, cannot see any light yet...
Need more supporter come to join me push together... I believe sure got light at the end of tunnel.

Danco's metal stamping unit start receiving many order from Air conditioner customer.
Recently weather too hot, air conditioner business super good.

Superlon, one of the best performer in my portfolio.

If Top Glove sales can increase 10% from RM493mil to RM550mil, then I believe other glove company (i.e. Harta, Kossan) which have higher plant utilisation could have higher sales increase, at least 20-30% compare to last quarter.

No doubt SAB is a very undervalue company, as its asset value can easily worth RM12-15 per share.
However, I am really doubt whether I have longer life than the management. I worry that until the day I pass away, the share price is still controlled by them at below RM4, and dividend is 5sen per year.

P/S: I have been hold SAB for more than 10 years. From single till married till have few kids, SAB price still below RM4, even though the land price in Kota Kemuning has at least double or triple up during that 10 years.

This Sendai make me remember 15-20 years ago there is a company named LCL.
Those who have 20 years experience in Bursa should remember this company.

Take profit on POWERWELL, and bought into CABNET.
I believe CABNET have higher potential to achieve 100-200% gain, as the floating share is not much.

I owned both YBS and PPHB.
Both counter share price are very close to each other.

PPHB :-
Pro - Solid Business, Solid Asset, Cash Rich, High Profit, Low PE, potential of bonus issue
Cons - Low dividend, share price hardly move up, lack of catalyst for future growth

YBS
Pro - Big project with Enovix, bright future, potential to become multi-bagger like Genetec.
Cons - High PE, risk & uncertainty on Enovix project, huge capital layout, potential of right issue

As PPHB is share price is growing too slow, always tempted to shift all fund into YBS. Buy YBS is very high risk, until today YBS Quarter Report / Annual Report yet to announce any development about Enovix.

Based on my own research, SUBUR is the best target for privatisation. As the share price and the NTA has enough room to create a win-win privatisation for both Acquirer and Seller.

Current share price : RM0.89
NTA : RM3.50

If the Acquirer offer RM2.20, I believe most of the minority shareholder will accept the offer, as there is a handsome profit of RM1.30.

Same for the Acquired, the NTA of RM3.50 vs RM2.20 offer price, there is also a gain of RM1.30.

Good News, LKC is leaving Ekovest.
As mentioned before, Ekovest will be fully controlled by LKH, and LKC will go back to his own Lim Seong Hai Berhad.

That why for the past few months, LKC keep selling its share in Ekovest, because he will be out of the picture soon.

TDM is back on track, heading to its Wawasan 2030.

Below is quote by TDM's chairman before :-

"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".

Something is brewing... Please put this counter on your watch list.

All I can say is : BECAREFUL.
Always look at the real value of the company, look at the business, fundamental, how much profit the company can generate.

T

Do more homework ya...
Some of you maybe first come to know about this counter, and you google a bit and found some bad news, then you automatic ignore this counter.
But we are different, we are monitoring TDM since Year 2008, we have earn few hundred thousand from TDM, also loss few hundred thousand on it also... we monitor TDM is like monitor a kid, we donno this kid grow up will be a good man or bad man, but we monitor him, we see how he made mistake, and how he corrected the mistake... we see this kid is telling lies or truth, we see how he working with which party, we read every single news, every single announcement, every single corporate movement, and we analyze it through various of source.

In stock market, some investor can outperform other investor, put aside luck, the key factor will knowledge and experience.
Everybody know how to read news, but not many know how to analyze the news, because to analyze a news, you need to have a lot of industry knowledge, legal knowledge, case study, experience, understanding human behavior.

Closed at RM0.255.
Next week can challenge new high 30sen

last chance to buy

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.
More to come....
At least worth RM0.40

Superb Result.. EPS 4.86sen per quarter

Give time for LKH to complete its corporate restructuring.
Once everything done, the share price will automatic go up.

Don't worry la.
This company 200% will be double in next few years.
Just buy more when it drop, then dont bother it, sure will double / triple in next few years.
Now market capital only RM1,409mil.
You look at WCE, that small company also have RM3,000mil market cap.
For me, just the DUKE 1,2,3 and SPE, it worth at least RM6,000mil market cap (after diluted the EPF portion)

Good profit and generous dividend of 2sen.
This proof that THPLANT is a company with continuous improvement.

Oh no... Big Loss.. Hope not drop below 52sen.

560,000 units x 1.5sen = RM8400
Not bad...

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.

Loss is good, when Ekovest share price sink below 45sen, then I believe all Ekovest shareholder will accept the proposal proposed by LKH, whereby they can issue share at 60sen to acquire Knusford and IWCIty...etc.

Because when Ekovest share price above 60sen, all shareholder will reject the proposal, they will said not fair, 60sen to cheap....etc.