https://theedgemalaysia.com/node/697375

The problem with Malakoff is all their long term concession PPA expiring one by one. Meaning less revenue going forward. You can go to their website and have a look.
The most recent one which has already expired - Prai Power Plant. Segari power plant will expired by 2027 and Kapar power plant by 2029. All these are the core revenue for them with >350MW capacity and the CEO has admitted himself it is hard to replenish/replace this with any of the renewable energy like solar as it is with smaller MW.

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/malakoff-banking-independent-power-producer-green-transition-netr

If they can't secure any deal from LSS5, then I don't see their revenue will grow.

HSR 60-80billion project without government funding, use what to finance the loan? How much the price to sell per ticket? And how many ppl will travel from KL to SG, SG to KL? ROI is pretty low.

https://www.nst.com.my/news/nation/2024/03/1025564/hsr-project-will-not-involve-govt-funding-says-loke

Hold for now.
Hopefully negative fuel margin resolved by this coming quarter.
And if they can get something out of LSS5, any package above 500MW is good for them ( only if they manage to get it ), else it is hopeless to hold this counter for long term.

https://www.thestar.com.my/business/business-news/2024/04/01/energy-commission-opens-bidding-for-lss5-programme

Sold.. Good ride from 0.62 onwards.

Great! Excellent... Hopefully break 80cents

Fruitcake, how deep is deep? Scomnet like that or CCK like that?

Jump sea type of uptrend?

1 day down 3 cents, next day up 3 cents.

Mahsing also having glove productions, why no goreng like other gloves stocks ?

Where are those hardcore binacom promoters that speculating about Starlink. What happened to Starlink? Conned by Elon or Conned by Gov ? or Conned ownself ?

https://soyacincau.com/2023/11/28/redtone-authorised-starlink-reseller-malaysia/

Uptrend. This should go way higher.

@ fruitcake , I hope you are right. Maybe scomnet need some bashing from you just like CCK, then it will go up.

All up except this Malakoff.. Sleeping forever.

Malakoff inks deal with MMC to generate 500MW of solar power
https://theedgemalaysia.com/node/684819

Negative Fuel Margin is temporary, as long as the coal price stable in the future, then it is ok. They are bidding for CGPP too, which is good to replenish their revenue from expired and going to expired IPP. But they need more big scale projects, probably from NETR then the future is bright for Malakoff.

Please read the bursa announcement if you are not sure.
Disposal of Shares via Open Market - reduce of % share holdings from MR NA BON TIAM

Last direct holdings reduced to 10.605, previously was 12.333

Boss selling to take profit. And all other new buyers pick up the tickets.

Share disposal enter the boss's pocket. Nothing related to quarter report. Is personal gain.

The boss has been selling for a week.
MR NA BON TIAM (a substantial shareholder) disposed 1,500,000 shares on 28-Aug-2023.
MR NA BON TIAM (a substantial shareholder) disposed 4,000,000 shares on 24-Aug-2023.

Negative Fuel Margin... Coal price dropped drastically and price difference between the when it was procured against when the revenue was paid. But never knew this resulted in such a big loss for them..

Mah Sing buys 500-acre Semenyih land from S P Setia for RM392m cash

https://theedgemalaysia.com/node/671732

The Board of Directors of KIMLUN is pleased to announce that its wholly-owned subsidiary, Kimlun Sdn Bhd had accepted the award of two (2) contracts from Bandar Nusajaya Development Sdn Bhd pertaining to the construction of one (1) block of affordable apartment, 166 units of link houses, ancillary buildings and infrastructure, in the Mukim Pulai, Daerah Johor Bahru, Johor. The aggregate contract value of the two (2) contracts is Ringgit Malaysia Ninety-Five Million Four Hundred Thirteen Thousand Eight Hundred Twelve and Cents Thirteen Only (RM95,413,812.13).

Got announcement, but price not moving. Sleep forever..

Kimlun Corp Bhd has bagged a contract worth RM237.63 million from Melati Ehsan Holdings Bhd to undertake main building works for two blocks of serviced apartments in Selangor. Its wholly-owned subsidiary Kimlun Sdn Bhd accepted the award from Melati Ehsan's unit Bayu Melati Sdn Bhd. The construction work is expected to be completed by the end of January 2027.

Ok Lets go..

Good quarter result..

https://www.theedgemarkets.com/article/awc-bags-rm127m-hospital-support-service-job

The Board of Directors of Nova Wellness Group Berhad wishes to announce the positive results from the recently completed Hepar-P clinical trial to assess its efficacy and safety in patients with Non-Alcoholic Fatty Liver Disease (NAFLD).

@limontea Why you cabut so fast ? More to come....

In 1 July 2021, Digital Nasional Berhad (DNB) has announced its partnership with Ericsson (Malaysia) Sdn Bhd(Ericsson) to accelerate the deployment of Malaysia’s nationwide 5G network and ecosystem. DNB has adopted an approach where the Design and Build of the National 5G Network will be undertaken by Ericsson at a total cost of RM11 billion. The Group will be one of the Ericsson’s Approved Supplier & Partner (ASP) and expects to benefit from this project.

In August 2021, one of our subsidiaries awarded by DBKL as one of the NFP panel to build the 5G Tower over the 5 years and this expects to generate a new revenue steam which in line with the implementation of 5G.

https://www.thestar.com.my/business/business-news/2021/07/09/the-rm700mil-5g-award-clincher

It added that “Ericsson’s network equipment, deployment services and ongoing maintenance and network management cost of RM4bil was the lowest”.

The remaining RM7bil will cover network infrastructure costs from other parties comprising primarily tower rental and fibre leasing over a 10-year period, DNB said.

E-Commerce is the way to go and they are on it.

https://www.thestar.com.my/business/business-news/2021/05/13/ock-to-continue-expanding-its-green-energy-segment

Tp 2 won't happen in near term, at least not this year. Few years down the road yes. With uncertainties due to Covid, definitely will affect their REIT business, and with this HIDE thingy, shopping malls are prone to closures. Construction and property sector still remained weak, and with construction materials, steel price is on the high side, means profit will be thinner. Healthcare medical side, when the international border open, then medical tourism will flourish.

I am still holding Sunway long term for the good prospects. But not expecting quick gain in short term.

60-62cents good to buy in some.

Chemical price up a lot.. That's why LCTITAN today released quarter result, profit up so much, hopefully luxchem will be the same...

@FuturePredictor, you mean UWC regarding 5G? AWC is another facility management company, which is also a very good fundamental company.

@Silentreader88, dividend 0.02 also take from share price on the ex-date.

Check this posting on binacom in FB on 2nd April.

https://www.facebook.com/muhamad.azni/posts/10226140327475950

When all the gloves and gloves related counters up a lot.Luxchem is sleeping. Really coma style of sleeping.

@florenceyong, I already holding Sunway for years and plan to hold for years to come.
@invest icon, no doubt is good company, but for the price to move up this fast and higher than pre-covid time, it will not happen this soon. This pandemic did hit them hard.

Support already breached. But continue to have faith in this company. Company is still in expansion mode, new office building, new satellite gateway, fiberination initiative from government, and company also recording profit every quarter even during the pandemic time last year.

Price was around 1.50 early March, and already up 15% to the highest of 1.76 recently. In fact, the price now is higher than before Covid. Does the economy already fully recovered from the pandemic? I doubt so. I am still holding on to Sunway for long term, but honestly I do not see the price moving up any much higher in near term taking into consideration of the uptrend recently. And it will require some sort of good news/catalyst to bring up the share price even higher.

Price in coma for so many months already...

@Fortheemprah, That's why I raised my doubt that day if there's is still dividend payout for the mother share since we have this preference shares. So, 1.5cents is still better than nothing.

Still, Choo believes Mah Sing Group and Eco World are attractive because of their relatively cheap valuations and strong management team, and they managed to deliver profits every quarter last year even during the Covid-19 pandemic and movement controls.

“Many bigger property companies reported losses for some quarters, owing to impairments that were larger than their operating income. The outlook for both companies appears to be promising as they launch innovative products at affordable prices. The property market is currently very competitive, whether you are big or small. We believe the key to success is a pro-active management and the right products. It helps that the landbank location is good, too,” says Choo.

https://www.theedgemarkets.com/article/long-road-ahead-property-sector-recovery

Give it some time. Read through their last quarter report.

In 2Q21, the Group’s revenue increased by RM0.77 million or 6.29% as compared to the preceding year corresponding quarter. The increase in revenue was mainly attributed to higher revenue on civil infrastructure and fibre optic cabling work..

And 5g implementation in Malaysia is another dimension where the government will own the spectrum and infrastructure. And you may also refer to their statement :

“By removing the need for existing telecommunications companies to invest in 5G networks, their efforts and resources can continue to be focused on improving and expanding 4G services and fibre networks under JENDELA, so crucial for the success of 5G deployment. This at the same time will ensure that the digital gap can be minimised,”

I am buying into binacom and redtone as fiber optic network is their expertise.

@LeftHand_of_God, I think you have misunderstood. I was commenting on Superb99's post..

This company is with proven track record. Recording profits every quarters and constantly distributing dividend for the past 10 years. Diversifying into gloves industry is good as well, as gloves industry is always resilient even without pandemic, but with pandemic, of coz is something bonus for them, but still MahSing main business is in property business. So if you trust their business model, then you should buy in, especially when the property sector has been continuously beaten down for the past 2 years. Their time will come, so if you position yourself now, you will be rewarded nicely.

1 day show? The same thing was mentioned when the share was at 30cents++ moving towards 40cents++. Just sharing the truth. Not holding any of this shares at the moment, but will buy in some in the future.

@fortheemprah, In fact they have to weeks ago, but they asked for extension.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3133089