late is better than never, not easy to dig such valuable info for a normal retail investor like me….

A lot ppl wonder why SNS suddenly fly? I have been trying hard and finally got the real reason.

SNS hosted analyst briefing on Tuesday morning and management disclosed that they have secured distributorship for Supermicro AI GPU server during 4QFY24. This product will be mainly sold to data centre operator in Malaysia. ASP for each unit is RM1.5m and they plan to deliver 300 unit for this year. In short, big number will kick in in FY25 onward.

there is always months of delay for gov to finalise the price hike mechanism and hence the subsidy will persist. The price hike will also result the same profitability as subsidy for MSM, that's the gov direction now

The monthly subsidy will end up RM288m/year and if we assume RM120m net losses/year with subsidy, the net losses will turn into profit of RM168m! Let's say we give 10x PE, the market cap should worth RM1.68bn or RM2.4/share at least! This is exactly how the scenario looks like when gov was giving subsidy for chicken and egg farmers previously and sparked the rally in poultry stocks such as TeoSeng, LeongHup, LayHong etc

It’s the final chance to grab your seat before the announcement is made which will be very soon. Fair value 1.1-1.2

Investing in this fund trading at a significant discount from its NAV may not necessarily present an arbitrage or favorable opportunity due to several factors that contribute to this situation. These factors include market expectations regarding the fund's future performance, the credibility of the fund manager, stock liquidity, and dividend policies, among others. Shareholders of such funds have not experienced any substantial returns (apart from occasional dividends) over the past decade. Therefore, it might be more prudent to consider alternative investments, such as reputable bank stocks like Maybank, which offer a 7% dividend yield, thereby minimizing the opportunity cost associated with investing in discounted funds. Do not forget that, the fund manager is getting RM7m+ management fee annually with very minimal transaction on their stock allocation to really improve the fund performance.

I am expecting price 1.1-1.20, it's a bonus if more than that

if u refer to bstead privatisation earlier, it dropped about 18% just 2 weeks before the official announcement

just wait patiently, trust Genetec and order will come in from tesla someday

heard rumor saying today will make announcement for the privatisation with 1.20

Bplant cannot admit the deal at this time for sure due to strict confidentiality, same thing happened to other companies from previous deals. Just be patient until early Jul

2 operators are fighting each other, one dump one pump

such agreement always just want to make ppl panic sell, dont fall into trap

It’s common practice for company to make such announcement before finalizing their agreement. There are many examples like Celcom digi

Based on my understanding from the announcement, it didnt deny the matter regarding the disposal like what it did for BHP. In short, we can guess it is in the midst of the process for the disposal and what we can do is just wait patiently. Look at what had actually happened for bstead just 1 week before their official announcement for privatization.