Green evolution, both copper and aluminium has plenty of upsides to go

Solar, semiconductor, energy storage and life science

Nice spot, don't you think?

Interesting times indeed, if VT really letting go and let Jalil fully taking over the ship.

Let's wait and see what are the grand plans to unlock value for shareholders. Jalil's mandate also involves improving investor relations. This conglomerate structure is too messy to be of interest!

Biden's 2.25 trillion infrastructure plan will further boost demand for commodities especially green metal such as aluminum to meet his green energy goals.

As i said, hold your horses. Worth your money to be a little patience

Hold your horses

There ought to be some concerns, to be honest. The company is almost 80% owned by the controlling shareholder. If they choose so, they can afford not to give a damn to us.

I wonder what is their game plan. The company has kept buying back shares for several years now from the lows to the high.

HLI doesn't even maintain active investor relations department

Sold some @ 1.20

Ride the rest

5 year plan to ramp up RE exposure to 8,300MW by 2025

a good bet on energy transition, along with YINSON

These listed companies win the bid for LSS4 project

Among the identified listed companies that have been awarded the projects include:

Advancecon Holdings Bhd via Advancecon Solar Sdn Bhd at 26MW
Three bids by Solarvest Holdings Bhd via Atlantic Blue Sdn Bhd totalling 50MW
MK Land Holdings Bhd via MK Land Resources Sdn Bhd at 10.95MW
Tan Chong Motor Holdings Bhd through a consortium involving Tan Chong Motor Assemblies Sdn Bhd at 20MW
JAKS Resources Bhd via JAKS Solar Power Sdn Bhd at 50MW
Kumpulan Powernet Bhd with Perbadanan Kemajuan Negeri Pahang at 50MW
Ranhill Utilities Bhd at 50MW
Gopeng Bhd at 50MW
Tenaga Nasional Bhd via TNB Renewables Sdn Bhd at 50MW, and
Uzma Bhd via Uzma Environergy Sdn Bhd at 50MW.

The commissioning of the project will be in late 2022 or early 2023.

management does'nt care one bit of enhancing the share price

the only reason to have this stock in one's portfolio is for defensive posture, FD-like or bond substitutes. it's consistent churning of FCF you can bet the dividend paying ability is sustainable for a long run

"Serba Dinamik's presence in oil and gas will continue and the space economy will come in as another core revenue contributor to the group. Serba Dinamik will grow bigger and stronger with this new division that will ensure sustainability of the group."

At least in the immediate term, FV is 3.50

Hold tight

@Multibagger it's almost zero chance to fight agaisnt Tan Sri

ever wonder why there is not a single analyst covers this stock? why there is not active investor relations? even a glance at their quarterly report, the transparency of information is lacking, to the extend that the commentary on future prospect was merely an exercise to fill in the blanks

Last month was a bargain buy. Energy stocks a good hedge against rising bond yields!

Very good results indeed

yield curves are steepening....this benefits the financial sector

and with vaccinations, re-opening of economies, again the banks are the best proxy for eventual recovery

yield curves are steepening....this benefits the financial sector

and with vaccinations, re-opening of economies, again the banks are the best proxy for eventual recovery

My food, my friend :)

If drop to RM2, i will be back.

OKA is my proxy to ride the construction recovery

Petronas has put out tender to build 16 OSVs. This was reported by The Edge last weekend.

Muhibbah may be one of the potential beneficiaries due to its strategic location of its shipyard.

Rather than fixated with Supermax, investors should look at Superlon.

Back in its heydays, this company always trading above RM2

I believe better earning prospects ahead with growth contributing by its Vietnam factory

The supply chain shift to ASEAN would benefits Superlon too, not just EMS companies

Stay tune

My bucket trade at 1.80 is filled.

What's new?

Already bought a bucket 0.59

i will buy a bucket at 1.80

look where is Kobay now, a mini SAM

this company is due a massive re-rating!

The surprise cut is helping. But the surge more likely to do with the stimulus hope and will further drive upwards by vaccination news.

Just a matter of time, my energy portfolio will rain gold on me
PCHEM
DIALOG
YINSON
SERBADK

Heck, i even bought some MISC
Cheers!

18.7bil order book. Management estimates a 5bil burn rate this year. There is enough earnings visibility for the next 2-3 years.

Serba Dinamik is one of my biggest bet for 2021 recovery theme.

totally agreed with @yistock, in this business, our job is to survive.

My investing philosophy can be summarised in these few words..
"Survival is the only road to riches."

Brent oil to break $50 psychological barrier

Watch this space

Brent oil to break $50 psychological barrier

Watch this space

Touched year high 2.97

Congrats everyone

On track to 100% profit?

FPI 2.43
SKPRES 2.24

Both has surged up since the quarter announcements.


Fabien "The Efficient Capital Allocater" Both SKPRES & FPI announced record quarterly revenue & net profit

EMS companies are benefitting from the diversion of supply chain and reduced reliance on China

The growth story has always been there. The coming earnings announcement would validate such narratives.

SKP today have touched its year high of 1.95

I have two EMS in my portfolio, SKPRES & FPI

Watch this space

19/11/2020 7:43 PM


Sep 28, 2020 8:18 PM | Report Abuse

SKPRES is a proxy to investing in Dyson.

The company is well positioned to record explosive earnings growth this year, mainly driven by higher demand for Dyson products.

Can the demand be sustained?

2 emerging trends are in favor:

First, thanks to Covid and the resulting shift to WFH trend, has resulted in increased demand for both household and hygiene products

Also bear in mind, there is a natural replacement cycle for household appliances.

there is a healthy pipeline of new products, more innovative products to automate more household chores

Second, Covid + trade war has prompted many MNCs to diversify their supply chain and reduce reliance on China

I see this as a permanent structural change in the supply chain where more manufacturers are relocating into ASEAN

PCBA is also contributing positively, gestation period is over, which would contribute to improvement in margin in coming quarters.

I am optimistic.

Building castle in the air? Ever heard of the greater fool theory?

The divestment of 20-25% stake in the healthcare will unlock the valuation of its healthcare unit which in turn boasts Sunway overall sum of parts valuation. Currently, it is a hidden gem embedded in the parent structure.

Both SKPRES & FPI announced record quarterly revenue & net profit


Fabien "The Efficient Capital Allocater" EMS companies are benefitting from the diversion of supply chain and reduced reliance on China

The growth story has always been there. The coming earnings announcement would validate such narratives.

SKP today have touched its year high of 1.95

I have two EMS in my portfolio, SKPRES & FPI

Watch this space
17/11/2020 8:04 PM

Amazing results

Record revenue (281mil) & record net profit (26mil)
Annualised EPS = 16.00 (which only imply 5.6sen EPS in Q4 compared to record Q3 10.40 EPS)

To be conservative, assuming EPS = 16sen
At current market cap, prospective PER = 8.67x
Net cash = 226.1mil (which is 49% of current market cap)
Adjusting for net cash, ex-cash PER = 4.41x

Valuation is dirt cheap.

Reversion to the mean?

Bought a bucket at 13.72

EMS companies are benefitting from the diversion of supply chain and reduced reliance on China

The growth story has always been there. The coming earnings announcement would validate such narratives.

SKP today have touched its year high of 1.95

I have two EMS in my portfolio, SKPRES & FPI

Watch this space

Fiscal stimulus, whatever x trillion it may be, will be the next catalyst to boost oil demand and the expected recovery to pre-pandemic level

Yinson is a good bet for such eventuality

Since last week, we have witnessed massive rotation into value stocks. funds rebalanced their portfolio from stay at home stocks into stocks that linked to economic recovery, the airlines, banks, etc.

Treasury yields have rallied to multi-month highs. the 10YR is approaching 1%.

While positive vaccine news a boost to sentiment, clearly we are in a mini upcycle, I am more wary on the workings of mean reversion.

The path to recovery is much clearer since the onset of the pandemic, the pace is still very much dependent on the successful containment and commercialization of vaccine.

Short term fluctuations aside, I still believe glove stocks a must have in your portfolio, especially so given its prevailing valuations. Post-covid, glove demand is expected to expand at least 20-25% from the usual 8-10% annual growth rate.

Of course, diversification is one free lunch available. When the global economy does recover next year, consumption to eventually normalise, my portfolio of energy stocks would benefit from the rebound in oil price.

Impressive quarter, yes. Record revenue of 300mil+, NP margin approximate 10% with net profit of 29mil.

Annualised EPS = 43sen
Prospective PER = 10.2x

I believe the earnings have been largely priced in. About my fair value.

I have sold on strength last week. Average cost of 2.30

Cheers, guys

When i mentioned KPOWER & SCIB few months ago, someone commented


Stock: [KPOWER]: KUMPULAN POWERNET BHD

Jul 21, 2020 3:44 PM | Report Abuse

To achieve 1bil market cap, the share price has to reach

SCIB - RM8.13
KPOWER - RM8.85


Posted by Steven1717 > Jul 21, 2020 4:47 PM | Report Abuse

Fabien, dont talk C*

When i mentioned KPOWER & SCIB few months ago, someone commented


Stock: [KPOWER]: KUMPULAN POWERNET BHD

Jul 21, 2020 3:44 PM | Report Abuse

To achieve 1bil market cap, the share price has to reach

SCIB - RM8.13
KPOWER - RM8.85


Posted by Steven1717 > Jul 21, 2020 4:47 PM | Report Abuse

Fabien, dont talk C*

Furniture companies are catching the tailwind. I'm looking at 2.10-2.50

Supermax results nothing but exceptional

Revenue 1.35bil
PAT 790mil
NP margin 60%

Annualised profit = 3,160mil
Latest market cap = 26,608mil
Forward PER = 11.88x

Net cash position = 2.36bil (about 9% of market cap)