biz has grown continuously for the past 5 qtrs , div yield 4.7% is higher than FD, both net margin and ROE are >10%, in net cash position. New factory and warehouse is in progress. The only downside is the trading of the share price is too quiet. I bought in and hold for long term.

Need to consider time factor of WB. Converted all WB to the ordinary shares.

Yes!!! Div 1.75cts on 6Dec24, total 3.5cts in 2024 =4.5% yield(>FD). NP grows by 27% yoy. Margin >10%. Net cash position.

onboarded, after queuing for a month

China to cut or cancel export tax rebates for products including aluminium. Glove is not in the list for now.
https://www.reuters.com/markets/commodities/china-cut-or-cancel-export-tax-rebates-products-including-aluminium-copper-2024-11-15/

The management is the best in gloves industry albeit much arrogant comparing to those from KS and TG

Convert to mother to earn a bit extra if you plan to sell in 2-3 weeks time.

KGB WB has touched limit up

Inari got strength today. Ganbatte!!!

三哥加油

Good move LPI although it is still lagging behind other blue chips. Gembatte.

Kerjaya has secured contracts worth a combined RM34.43mil

https://www.klsescreener.com/v2/news/view/1413279

This counter meets RenYan investment criteria and is one of the main holding of him since N years ago

The boiling water consists of solid earning each year and good prospects of growth. It is about the investor’s financial capability to stay long enough for the final win with consistent Div yield higher than FD.

Can treat it as an investment of a condo with 5+% rental return each year.

LPI is not her biz and she did not participate in the biz before. Cash out and focus on her own biz of interest.

HL recommended ITMAX a Buy at the same time as SMRT in January.

As long as the dividend payout is sustained, price will not drop much as dividend buyers will come in when yield increases.

The bank intends to maintain LPI's listing status on the Main Market of Bursa Malaysia.

RM9.80 per share of LPI. Bully.

【行家论股】科艺集团 UHP订单撑前景 https://www.klsescreener.com/v2/news/view/1394617

New TP RM4.16 by Kenanga

Meaning the current level of earning can be sustained and so to the valuation of KGB.

KGB has secured new contracts totaling RM413mn over the past two months, bringing its total value of contracts secured year-to-date to RM977mn. The expected RM1 bil contract replenishment in 2024 is now literately achieved.

Almost 100% gain from SMRT if HL is correct and you believe in 三哥。

Can’t agree more with OTB and the same appreciation to dragon328.

HL : Maintain BUY with an unchanged TP of RM2.28, as we ascribe a P/E multiple of 30x for SMRT pegged to FY26f earnings. Considering the substantial earnings potential arising from the utilities and financial services sectors and the growing recurring earnings base, we find SMRT's current FY26 forward P/E of 14.9x to be undemanding, making it a compelling case. The proliferation of managed site post site deployed will lead to a steady growth in the recurring income base.

Kerjaya Prospek bags RM275.3mil job from E&O
https://www.klsescreener.com/v2/news/view/1376999/kerjaya-prospek-bags-rm275-3mil-job-from-e-o

KGB higher TP at RM3.90 by RHB

https://www.klsescreener.com/v2/news/view/1375151

KERJAYA集团 KERJAYA产业 东家集团

拥有3家上市公司的拿督斯里郑荣和，从商以来的经营理念一直保持不变，那就是务实地发展业务，让公司顺其自然地成长。

目前，他持有KERJAYA集团（KERJAYA，7161，主板建筑股）、KERJAYA产业（KPPROP，7077，主板产业股）及东家集团（E&O，3417，主板产业股），市值合计约55亿令吉。

郑荣和接受《东方产业GPS》专访时，分享了他过去30年打拼事业的一些历程。

郑荣和表示，他是马六甲人，从小就对建筑业有浓厚的兴趣，而这也成为他的终身事业。

倒置收购　打造商业帝国

郑荣和是在1995年创业，当时他掏出6万令吉存款，与妻子拿汀卓秀全及弟弟郑荣成一起成立了Kerjaya Prospek公司，正式进军建筑领域。

随著公司业务日益壮大，郑荣和2016年通过倒置收购富德（Fututec），让KERJAYA集团在马股上市。

2019年，他持有的KERJAYA产业又倒置收购GSB集团，成为另一家上市公司，加上2021年全面收购东家集团，就此打下市值高达半百亿的商业版图。

“我至今依然记得，Kerjaya Prospek公司成立第一年时，拿到的建筑合约价值670万令吉。”

诚信赢口碑　二闯金融风暴

郑荣谈到，过去30年一直是按部就班地打拼事业，从不可急功近利。只要有诚信，公司就能赢得口碑。

询及创业至今遇过最大的难关，郑荣和回应说，1998年和2008年两场金融风暴是最大的挑战。

但他强调，即便如此，凭借稳健的业务基础，公司在金融风暴期间依然持续赚钱，只是赚得比较少。因此，公司也从未间断地向政府纳税。

郑荣和认为，不论人生、职场或经商，只要保持冷静及以积极态度看待事情，任何问题皆可迎刃而解。

“面对任何问题，我们都不须要紧张。今天没有办法解决的问题，就留到明天才解决。因为你明天可能就有新思维和想法，便能找到解决方案。”

不忘环保　实践ESG

另一方面，郑荣和谈到，其建筑与产业公司积极发展业务之馀，也不忘实践环保、社会责任和企业治理（ESG）。

这是KERJAYA集团、KERJAYA产业和东家集团一直努力的发展方向。

“我们早在2018年，就已经开始实践ESG。这包括确保建材符合环保标准，还有进行一些企业公益活动（CSR）。”

https://www.klsescreener.com/v2/news/view/1367947

2.03 is not expensive lei.

Big thks for the great comments and advise especially to those new players. Looking forward for more good articles from you.

Indo was chosen for coal burning which is cheaper than gas burning in Msia and Thai.

Intco ventures into Indonesia and so far the progress is good and Intco is optimistic. But some industry players foresee Intco will face challenges as many others encountered in Indo.

However TP to Harta by MBB is still at RM 4.28. Not bad if you agree to it.

Maybank ib visited Intco and Blue sail in China and concluded Malaysia gloves uncertainty.

https://www.malaymail.com/news/money/2024/07/30/maybank-ib-downgrades-glove-sector-to-tactical-positive-amid-persistent-challenges/145445

KUALA LUMPUR (July 29): Kelington Group Bhd (KL:KGB) has entered into a conditional share sale agreement (SSA) to acquire 2.53 million ordinary shares in Ace Gases Sdn Bhd for RM35.69 million.

In a Bursa Malaysia filing Monday, Kelington said the acquisition represents the remaining 9.29% equity interest and will allow it to fully control Ace Gases.

“The SSA is to be satisfied via cash consideration amounting to RM10.07 million cash and issuance of 7.59 million new ordinary shares in Kelington at an issue price of RM3.37 per share,” it said.

Kelington said that the acquisition would provide greater flexibility in planning and implementing long-term strategies for its business and services, enhancing its growth potential.

“In view of Ace Gases’ financial performance in recent years and its diverse geographical market coverage, Kelington may have the potential to pursue additional growth opportunities within the industrial gas industry,” it said.

Kelington said the proposed acquisition is expected to be completed in the second half of 2024.

UOB Kay Hian has been appointed to act as the adviser.

Uploaded by Lam Seng Fatt

TP by HL is RM1.14.

HL has a Buy Call for FocusP for years already even when the price was lower than 70cts then.

Not enough so averaging up today at 2.06.

First TP at RM1.38 by HL and Mercury was hit now. How high will 阿三哥go?

三哥，up up again.

三哥is catching up the movement of the main market.

Make good sense.

Good price movement

Any idea why KGB keeps on dropping while the main market is going up?

Positive cash flow.

https://klse.i3investor.com/web/blog/detail/taresearch/2024-07-15-story-h-156962545-Focus_Point_Holdings_Berhad_Growth_Intact
TP: RM1.11 (+31.6%)
Good ROE, net cash, growth potential, good div yield. Meet criteria as a good stock and with inexpensive entry price. Can keep for long term. But the price movement is very boring, good for old investors.