EPS at least 8 sen. 15x PE - RM1.20, 20x PE - RM1.60

How to explain TSH results dropping by 44%? Next week UP results will surprise you.

Wait for management to sell their non-core assets of Guocera tiles business and more bumper dividends for us.

Special dividend 50 sen 😋

The Group is focusing its attention and resources in preparing for this opportunity and is committed to complete all necessary deliverables to ensure its readiness to participate in the exercise. Participation in the upcoming LSS bidding aligns with Uzma Group's strategic objectives and government's Energy Transition towards 2050 Net-zero target.

SKP main client is Dyson which accounts 75-80% of revenue. Individiually, the rest are immaterial.

Best quarterly profit in last 5 years.

Luckily managed to bought first batch at 1.98, averaged again at 1.82 and last batch at 1.76. Take balls to keep buying the dip.

TP1.30-1.50

Are their MC correlates? why need to benchmark against them? JTiasa is being valued at 7x trailing PE. forward PE is about 5

@xiaoeh engine baru start, buying momentum is strong. we are entering seasonally weaker production, CPO price 3.9k-4k is conducive enough for planters to make handsome profit

🚀🚀🚀🚀🚀🚀

RM25 first target

Don't forget they have huge forest plantation of 30,978 ha. Based on RM4K/ha, its equity value worth RM124million.

Cheapest plantation play remains JTIASA, by a far margin. 5-6x PE. Q4 FFB production increased 30% y-o-y.

Risk management on stock price? What is Berkshire class A shares trading now??
Go and find out why Warren Buffett never allows a share split on its stock.

Best in class plantation company, very well managed and profitable. trading at less than 12x PE. and some people shout overvalued. what are you doing here, anyway?

3 billion market cap company. of which 1.6 billion net cash. generates 280-300 million annual profit. very profitable company at cheap valuation. HOLD.

The secret to make money is to buy right and hold tight.

Congratulations to all shareholders. Been a long time holder of UP. Just do nothing and wait for harvest.

The Body Shop collapses into administration with thousands of jobs at risk

https://finance.yahoo.com/news/body-shop-collapses-administration-132934275.html

Never understand why someone want to rationalise their decision to sell in public forum. if want to sell, then sell. no one interested to know, keep your thought process to yourself. happy with 4% p.a. then sell.

Singapore Changi Airport’s passenger volumes are expected to reach pre-pandemic levels in 2024, the country’s transport ministry said in a written response to parliamentary questions.

Monthly passenger traffic recovered to around 90% of pre-Covid levels in December. For the full year of 2023, the airport handled 58.9 million passenger movements, or 86% of traffic recorded in 2019, the ministry said.

Singapore tourism on recovery path, bodes well for GENS

PE 100x crazy. wont touch this stock with a ten feet pole. Greatec is better buy

https://www.cnbc.com/2024/02/01/singapore-tourist-arrivals-double-in-2023-thanks-to-china-indonesia-malaysia.html

Uzma Bhd's subsidiary Malaysian Energy Chemical & Services Sdn Bhd has accepted a contract from Hibiscus Oil and Gas Malaysia Ltd for the supply of chemicals and related services for PM3.

In a filing with Bursa Malaysia, Uzma said the contract will be for a period of five years, effective Nov 16, 2023, to Nov 15, 2028.

Its value will be based on work orders issued by Hibiscus Oil& Gas during the contract period.

Yinson Renewables acquires 97MWp Matarani solar project in Peru

Yinson Holdings Bhd’s renewables business unit, Yinson Renewables has completed the acquisition of the 97 MWp Matarani Solar Project in Peru from Grenergy Renewables.

The project is located in the Mollendo desert in the Arequipa region, one of the world’s highest solar irradiation areas, Yinson Renewables said in a statement.

Most of the project’s energy has been contracted through a power purchase agreement (PPA) with a bankable off-taker for the next 15 years,

Yinson Renewables said Project Matarani is currently under construction and is expected to enter commercial operation by third quarter of 2024.

In addition to the SPV acquisition for about US$25mil, Grenergy is providing a full turnkey engineering, procurement, and construction contract for the construction of the project and is entitled to further earnouts (collectively valued at about US$65mil).

Grenergy will also provide the operation and maintenance service for the plant for the first two years.

Once in operation, Project Matarani will inject about 260 GWh of renewable energy into the Peruvian grid annually, enough to satisfy the energy needs of about 62,000 Peruvian households and prevent the emission of more than 56,000 tonnes of CO2 per year.

Dialog "shareholder value destruction"?

Over the last 3 years, dialog share price has seen continued sell down relentlessly. even to the extent, of getting itself being kicked out from FBMKLCI. if one take a cursory look, you will be left wondering what happen? is there any significant deterioration in its fundamentals? lets try to find the answer in the numbers

FY2018 - 2023
Revenue
3,111
2,386
2,303
1,610
2,319
3,002

Net Profit
528
552
648
543
506
521

NP margin
17.0%
23.1%
28.1%
33.7%
21.8%
17.4%

ROE
15.40%
14.70%
15.90%
12.50%
10.50%
9.60%

With valid reasons, the selldown is not entirely unreasonable as the company's profit margin and ROE has seen erosion over the last 3 years.

Dialog used to enjoy premium valuation, driven by its high growth prospect and strong ROE of 14-15%. the question now is, can Dialog improve its ROE in the near future?

ROE 11%
Book value 1.51
Assuming P/BV 1x, TP at least 1.51

Dato Mohamad Nasir bought 10k stocks at 19.70

He is Director of RHB, MRCB, Yinson, UTDPLT and Plus Malaysia. Impressive.

PE only 6x. hold on

wow UZMA is damn strongggg

MR LOH HANG PAI @ LOW HENG FONG (a company director) acquired 135,800 shares on 19-Jan-2024.

19 Jan share price ranges 19.26 to 19.60

welcome @hng33

you are here means we can further ride the upside. what's your trading plan?

EPF keep buying GENP

The past is past. New management is much improved. Their average age of palm tree is 14 years. Bullish CPO bodes well for them.

CPO above 3.9k. bullish

Stay chill and eat dark chocolate. Dark chocolate is rich in minerals, such as iron, magnesium, and zinc. it can have various health benefits, including reducing inflammation and decreasing the risk of heart disease.

Despite market weakness this week, GENP is holding up well.

Even broke RM20, its still about 12x PE for the most profitable and best in class Plantation company.

Their sizeable landbank is valued at more than RM5billion.

Deep assets value stocks are in play. KSENG, INSAS. Don't miss out on OSK and ORIENT

2018: EPS 20.5 sen (SPr: 9.06 to 10.72)
2019: EPS 16.6 sen (SPr: 9.36 to 10.80)
2020: EPS 28.4 sen (SPr: 8.50 to 10.80)
2021: EPS 48.2 sen (SPr: 6.46 to 9.93)
2022: EPS 52.5 sen (SPr: 5.55 to 9.58)

Pre-covid, GENP trades at RM9 to RM10+
Last 2 years, GENP record profit, however valuation multiple was much lower due to high interest rate environment. As rates are anticipated to moderate lower, expect PE multiple re-rating.

I predict JTIASA can achieve at least 6 sen EPS in coming quarter and declare 2 sen DPS.

Thanks Phillip Capital!

Phillip Capital has initiated coverage on integrated energy and technology company Uzma Bhd with a “buy” rating and 12-month target price at RM1.30 pegged to 10x PE (price-to-earnings) multiple on 2025E earnings per share

Hong Leong Investment Bank Research (HLIB) has maintained its "buy" rating on OSK Holdings Bhd, with a higher target price of RM2.04 (from RM1.77) based on a 30% discount to a revised sum of part-derived valuation of RM2.91.

Cheers!!!

the crown of the jewel is in GENP. they are sitting on a huge tracts of undeveloped lands....17k hectares of freehold land waiting to be monetized. huge monetary value of landbanks and low share capital base.

@enigmatic [bamboo investing style] not entirely true, if you have patient capital. getting pay decent yields while waiting, eventually (due to some fortunate circumstances) value may be unlock/

Recent examples, Keck Seng and OSK

Their combined stakes in Genting SG (52.7%), Genting MY (49.5%) and Genting Plantation(55.4%) already worth more than RM10 per share. Assuming other assets assigned zero value. Adjusted for debt, their SOP is still around RM7.

@SinGor i share your sentiment too. this undervalued conglomerate has been shunned and unloved for far too long. its time to shine. HL initiated coverage last year. The Edge had included OSK as their top 2024 pick.