does fong siling still own RGB?

Anyone knows who buys ethanol from Hexza, what's the difference between the ethanol produced by Hexza vs Carlsberg?

very detailed analysis

is the gas pipe recurring revenue? If recurring, recurring for how many years? 25?

@Babychair why in their quarterly report i saw they sell silver, copper and other metal. they recycled from waste?

all the sifu out there, can you please provide me any other mining company like JAG? i only know 1 Singapore stock CNMC Goldmine, its a malaysian company that do gold mining in Pahang. Any listed company doing mining like JAG in Malaysia, i want to compare their financials.

being in the contract manufacturing quite competitive. and even though its clients are under armour and NIke.
If Trump impose Border adjustment tax, i think it will impact earnings substantially. Most likely the contractor like Prolexus have to absorb most of it.
Look at 2 Taiwan contract manufacturer Makalot Industrial and Eclat. Their share price didn't perform very well in the last few quarters. They also do under armour, GAP and Walton's club.
Makalot even planning to open 1 new factory in US to bypass the border adjustment tax.
Comments anyone?? Any flaws in this analysis?

2018 got a plant up for renewal, earnings will decline further.

Results Review. Poh Huat’s 2QFY10/17 net profit jumped 174% YoY taking 1HFY10/17 net profit to MYR28.3m (+57% YoY). The stronger 1HFY10/17 results were mainly attributable to: 1) a 13% YoY increase in revenue arising from higher shipping volume of furniture shipped from both Vietnamese and Malaysian operations; 2) a 3.2ppts expansion in PBT margin; and 3) a 0.9ppts dropped in effective tax rate to 16.9%. No dividend was declared for the current quarter.

In 1HFY10/17, PBT contribution from Malaysia operation jumped 84% YoY increase due to 1) a 22% YoY increase in revenue as a result of higher shipment of new products to the US (panel based bedroom set) as well as a stronger USD (USD/MYR averaged MYR4.39 in 1HFY10/17 vs. MYR4.10 in 1HFY10/16); and 2) a 5.2ppts expansion in PBT margin to 15.7% (1HFY10/16: 10.5%).

Meanwhile, Vietnamese PBT jumped 20% YoY thanks to greater emphasis on higher end products and improvement in production efficiency and plant utilization rate. PBT margin expanded by 0.9ppts to 10.0% (1HFY10/16: 9.1%) while revenue jumped 9% YoY.

Growth will be driven by expansion. Moving forward, earnings growth will be driven by expansion. For Vietnam operations, the group has just commissioned a new 2-storey furnishing line and a warehouse in Sep 2016 (affected by fire incident in August 2015). This is expected to increase the production and storage capacity by 20%. For Malaysian operations, Poh Huat has introduced a panel-based bedroom sets to cater for US market. Note that Poh Huat is also a proxy to strong USD play as 90% of its exports are to US and Canada.

Valuation. So far, only one broker covers the stock. The last rating was a Buy with a target price of MYR2.51. At current price, the stock is trading at 7.9x consensus FY10/18 EPS of 24sen, lower than its 3-year historical average PER of 8.9x. Note that the group is also sitting on a net cash of MYR32.9m or 15.4sen which is equivalent to 8% of share price. (source: Maybank)

Hi, Sifus out there. i heard non-revenue water is 39%. this loss of revenue is a loss to whom? Taliworks? or the federal government? or the state government?
How does the whole water agreement works? can anyone explain?

be prepared for another 15% fall next week.

No M&A. the chairman said there is a niche for small players. You know there are here to stay.

how do u know?