-EPF acquired 8,500 shares on 01-Apr-2022.
-EPF acquired 37,600 shares on 30-Mar-2022.

huat chai, huat ah

Enjoy atleast till this coming quater report.

Correct rezzare. Extension from the previous announcement October 2021.

The extension of time will be 6 months from 26 April 2022 to 25 October 2022 for the Company to complete the implementation of the Proposed Placement.

Russel, this is because AEON is one of the major beneficiary of such massive cash injection from government will give direct impact into the retails market.

Cash injection by government to Malaysians for this 2022:
1. Bantuan Keluarga Malaysia (BRIM alike)
-total allocation of RM8.2 billion cash injection
-payout starting 28 March 2022, June 2022, Sept 2022
-Malaysian will receive rm350 to rm2300
-B40 major recipient
https://www.theedgemarkets.com/article/tengku-zafrul-rm82b-bantuan-kel...

2. EPF withdrawal one-off RM10,000
-total allocation RM63 billion cash injection
-payout starting 20 April 2022
-Malaysian will receive RM10,000 in one-single-payment
-B40, M40, T20
https://www.theedgemarkets.com/article/pm-ismail-sabri-says-government...

3. RM500 raya bonus for civil servants & RM200 for retirees
-total allocation RM923 million cash injection
-payout starting 25 April 2022
-2 million civil servants recipient
https://www.nst.com.my/news/nation/2022/04/786124/pm-announces-rm500-s...

4. Not to mentioned Muslim will spend extra for Ramadhan Fasting & Raya Aidilfitri add up with their salary to be spend.

A total nearly RM73 billion will contribute to local economic growth and stimulate spending growth especially retail like AEON.

That is why the research house/investment bank announced that AEON target price could reach RM2.90

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) acquired 242,400 MYEG shares on 29-Mar-2022.

Huat ah 888!

-EPF acquired 200,000 MBMR shares on 31-Mar-2022.
-EPF acquired 147,600 MBMR shares on 31-Mar-2022.
-EPF acquired 146,000 MBMR shares on 30-Mar-2022.
-EPF acquired 143,600 MBMR shares on 29-Mar-2022.

huat ah 888!

enjoy the trend rezzare. it is okay as long as the demand for buy volume is there. try to look back the buy volume from 16 mac to 28 mac. it was 9 consecutive days of buy demand. green green green. huat ah.

Kenanga Investment Bank Berhad announced today 5th April 2022:

1. They reiterate to buy Aeon is one of the undervalued large cap stocks
2. Margins looking solid as both are not affected by volatile raw materials prices
3. Financial muscle to absorb rising costs
4. Laggard position for the effect of inflation
5. Demand ahead looks likely to be supported by incoming festivities boosting sales which retailers will be up towards full utilization.
6. Consumer sentimet recovering: The MIER Consumen Sentiment Index has showed improved sentiments since mid September 2021 as the national Recovery Phase took effect. Driven by the reopening of the economy and pent-up demand, this improved sentiment looks likely to hold ahead.
7. More so with BNM pledging to keep interest rates at an accommodative level to support the nascent economic recovery.

Huat Ah 888!

nice news U1818. thanks for the links. Indeed for MYEG in Malaysia, the foreign workers job is one of the main revenue which are foreign workers permit, job matching and dormitories. Huat ah 888!

we are heading to General Election (GE15) soon this year. The gov will always wanted to have feel good factor before they proceed GE15. See how MOF & MCMC suddenly adjust their stand of full DNB to be offer the equity stake to MNO up to 70%.

This DNB's equity participation looks more a goodwill gesture to the MNOs in exchange for supporting DNB’s SWN, so with these offer, less noise will be around to DNB and MCMC. This same goes as the Merger of Axiata and Digi too.

Other situation that can be seen how gov change their decision:
1. Uturn the decision to allow the 10K EPF withdrawal
2. Uturn the 5G stands which Digital Nasional Berhad has offering their stake to MNOs up to 70% equity
3. Suddenly announced the MRT3 projects this year.
4. BNM announced that decision of Digital Banking License must be awarded this year.

All these is a sign of current gov want to get the feel good factor from the public and corporate. So i think it is only a matter of time the merger of Axiata & Digi will be success this time. In this country the factor related to politics cannot be rule out, lebih-lebih lagi GE15 is around the corner.

MBMR will skyrocket until 30 June 2022. Still have a lot of time. Cheers mate.

News on 5th April 2022:
Perodua registered sales of 61,624 vehicles in the first quarter of the year, a 6.4% jump from 57,909 vehicles in the same period in 2021.

Sales in March alone jumped 9.5% year-on-year to 26.759 vehicles compared with February 2022.

According to Perodua president and CEO Datuk Zainal Abidin Ahmad, the auto company was able to work with its suppliers and dealers to less the impact of Covid-19 and component supply issues.

Our focus is now to expedite the vehicles delivery to our customers before the sales tax exemption deadline ends on 30 June 2022.

Perodua also echoes MAA’s (Malaysia Automotive Association) request to further extend the sales tax exemption as factors such as the global semiconductor supply disruption and Covid-19 cases are still impacting the industry.

He added that the government's sales tax exemption helped to keep demand high and sustain the industry.

Moving forward, Zainal said the second quarter of 2022 will be the highlight of the automotive industry as brands will deliver as many vehicles as possible within the three-month period.

We do not foresee other factors such as the conflict between Russia and Ukraine to have a major impact on Perodua’s production moving forward.

https://www.thestar.com.my/business/business-news/2022/04/05/perodua-sales-rise-64-to-61624-units-in-1q0392022

correct Mr software guy

correct Elloworld.

you are right cn21, prospects continued strong demand for vehicles supported by favorable interest rates & continuation of sales tax exemption until 30 June 2022 plus with the weakening of the JPY currency will benefit MBMR which company have some imported content exposure to the Yen, but its model are highly localised in general. However, MBMR still could benefit from the strengthening of the ringgit, through their equity stakes as the automaker would enjoy lower landed costs in ringgit terms.

The demand for Perodua cars also remains healthy with most of its models having longer than a two-month waiting period. Perodua said this is a good sign of their sales.

Not to mentioned, Perodua is aiming to revamp its dealership network by double the numbers of its 3S (sales, services, and spare parts) outlets within this 4 years. This should further strengthen Perodua’s after-sales service and branding.

So just relax and stay the sweet journey of MBMR for this 2022, atleast enjoy the next quarter report because SST exemption has been extended until 30 June 2022.

that is formality only. relax. so later on no issue will be arise.

ccpool you said those 30cornerstone as these institution will not hold on into the red, so u said dont buy this ffb stock but when epf institution bought back you said it is a nice trap. actually what u really want haha.

why not get some sleep, so u can relax abit. just one thing to say, ff ipo issue rm1.35, now the current price still above the ipo issue. relax maa.

Value:
1. Axiata value at RM34.78 billion
2. Digi.Com value at RM30.32 billion

Axiata would receive cash consideration of approximately RM2 billion:
1. RM1.7 billion is from Digi.Com
2. RM300 million from Digi.Com’s parent company, Norwegian telecommunications giant Telenor ASA.

Huat ah! 888

Elloworld you are right. The volume indicates lower and lower each day.

Still having second thought about MYEG capabilities? I advise you to light up ur cigar and stock up ur beer first before read these current MYEG businesses:

1. Immigration (KDN)
-permit renewals, insurance, job matching, dormitories, financial services

2. Road Transport (JPJ)
-JPJ services, road tax, driver license, vehicle transfer, car insurance, auto loans, auto assist, mymotor

3. Healthcare (KKM)
-MySafeTravel, MySafeQ, Covid-19 breath test system at entry points,

4. Others
- E-goverment services such PDRM, Zakat, Insolvency dept, application of MyKad replacement, DBKL compound and license payment

5. Consessions from foreign goverment:
-National Bureau of Investigation (NBI) Clearance Application and Renewal Philipines and Indonesia
-Philippine Overseas Employment Administration Agency
-Quezon City Local Gov Unit
-Cagayan Economic Zone Authority Philippine
-Philippine Economic Zone Authority (PEZA) for Electronic Payment and Collection System
-Philippine Health Insurance (PHILHEALTH)
-Tax monitoring in Indonesia & Philippines (Bureau of Internal Revenue)
-Land Bank of the Philippines (up to 700 sub-merchant agencies)
-Concession handling payment for 400 Philippines gov agencies
-Upselling of micro loans with CIMB Philippines

6. Global Market Reach
-Zetrix Blockchain: JV with Bubi (Bubi has 4000+ suppliers, 17 major banks, 30 state owned enterprises and 30,000 developers on network), intergration with China's Xinghuo national blockchain, initial in supply chain traceability & financing.
-DeFi Services: cryptocurrency deposit and lending - currenty including bitcoin, ethereum and other big coins.
-Tokenisation: NFTs and various other assets.

All the info is on your fingertips my friend. Huge potential to the moon....

My friend with all your point, try to check first KUB latest income statement, balance sheet and cash flow. In any industry it is not necessary to be in No.1 and champion to make profit or to grow. As long the company continuously making profit, steadily growth, capture the right amount of market share then it is alright.

KUB also is working out for the future into services end-to-end private 5G networks which specializing in 5G digital transformation platforms such as private packet core, business platform, services platform, mobile edge computing, 5G radio access networks, industry 4.0 under their KUB Telekomunikasi Sdn Bhd & Connecta Sdn Bhd. With the help of second largest shareholder of Media Prima Bhd surely these exercise can be done.

Plus their dispose & divestment are still ongoing.. light up your cigar and stock up your beer.. this is long journey for KUB transformation under turnaround specialist Datuk Seri Johari Abdul Ghani..

dont look at EPF sells in Axiata only. why not try to look around all the EPF others portfolio? also same still sell maa. EPF is liquidate their asset because of RM10K withdrawal. From our part, we buy the stocks not solely because of EPF is invest or not. It is mainly because the strong fundamental, strong balance sheet, good cash flow, the coming catalyst of award or project maa. If institution also invest in those company, than it will much better but the main point let EPF buy and sell, after all EPF still gave 6.1% lorh.. so just take a cigar and drink and enjoy the capital gain of Axiata alright my friend.

Aeon announced that they will focus on technology improvements which is 30% of their total capex. The budget to technology capex will be RM60 million. They will build a comprehensive and integrated digital ecosystem. Currently Aeon will prioritise the right products based on customer demand rather than depend by its suppliers. With the digital connectivity, Aeon will be able to know the data. Another things, they will take a personalised approach for the product price rather than a blanket promotional price. So this will attract the customer better. Nice right...

Too early to sell my friend. MYEG conservatively atleast can reach RM1.10 and potentialy maximum of RM1.45

PPB's revenue 2021:

1. grain and agri-business contributed RM3.77 billion (76%) revenue
2. consumer products at RM645 million (13%) revenue
3. environmental engineering and utilities at RM205 million (4%) revenue
4. film exhibition and distribution at RM116 million (3%) revenue
5. property at RM115 million (2%) revenue
6. other operations at RM90 million (2%) revenue

Film exhibition which is GSC Cinemas will deliver stronger earnings growth after 1st April 2022 border reopening. High inflation this year will push the consumer products segment revenue too. Somemore RM10K EPF and BKM (BRIM alike) will help the product volume of high inflation impact. PPB is defensive stock. No worries. Enjoy the uptrend with cigar. puff puff~~

Market go back to DeFi? MYEG already offer its DeFi products to users of Digital Asset Exchanges (DAXs) which are licensed as Recognised Market Operators in Malaysia and abroad. DAXs operate platforms for the trading of various cryptocurrency assets, including Bitcoin and Ethereum.

https://www.myeg.com.my/services/defi

The 30 cornerstone investors from local and international that invest in Farm Fresh are:
1. Aberdeen Standard Investment
2. Affin Hwang Asset Management
3. AIA
4. Alcea Rosea (Creador)
5. Barings Singapore
6. Eastsprings Investments
7. Employees Provident Fund
8. Fortress Capital Asset Management
9. Franklin Templeton Asset Management (Malaysia)
10. Great Eastern Life Assurance (Malaysia)
11. Hong Leong Asset Management
12. Hong Leong Assurance
13. JPMorgan Asset Management (Singapore)
14. KAF Investment Funds
15. Kenanga Investors
16. Kumpulan Wang Persaraan (Diperbadankan)
17. Lembaga Tabung Haji
18. Manulife Investment Management
19. Maybank Asset Management
20. Merit Glory (Ikhlas Capital)
21. New Silk Road Investment
22. OAKS Emerging Umbrella Fund
23. Permodalan Nasional Berhad
24. Principal Asset Management
25. Social Security Organisation
26. UBS Asset Management (Singapore)
27. UOB Asset Management (Malaysia)
28. Urusharta Jamaah
29. Value Partners Hong Kong
30. Zurich Life Insurance Malaysia

https://www.thesundaily.my/business/farm-fresh-to-raise-rm1b-in-march-ipo-EI8903125

No worries my friend.

1. Farm Fresh is the second-largest player in the ready-to-drink milk category for 2021, commanding an 18% market share.
2. Farm Fresh is a market leader in the chilled ready-to-drink milk segment with a market share of 42% for 2021.
3. Farm Fresh is also the third largest player in the yogurt category, with an 11% share of the Malaysian market.
4. For FY2019 to FY2021, the group’s Compound Annual Growth Rate(CAGR) for revenue was 65.9% from RM178.2 million to RM490.5 million. Rose to 65.9% my friend.
5. Their home dealer network is the largest in the country amongst vertically integrated dairy companies which has extends the reach and enables their products for a greater penetration of the products. They have almost 1000 home dealers.

Somemore, Farm Fresh will deliver stronger earnings growth in the upcoming quarter driven because of the contribution:
1. Bantuan Keluarga Malaysia (same like BRIM) RM350 to RM2000 starting 28 March 2022
2. EPF withdrawal RM10,000 one-off starting 1 April 2022.
3. Ramadhan fasting & Aidilfitri raya festive seasons starting 3 April 2022 - 2 May 2022
4. Farm Fresh products also already in the 24hours convenience stores such as FamilyMart (250 stores), 7-Eleven(2400 stores), KK Mart(526 stores), MyNews(452 stores), CU Mart(40 stores). All these 24 hours convenience stores will contribute to Farm Fresh earnings as 1st April 2022 gov has allowed the businesses such as eateries & convenience stores to be open 24 hours.
5. Not to mentioned big supermarket & hypermarket will get an impact from consumer money of Bantuan Keluarga Malaysia(BRIM alike)/EPF RM10K/Ramadhan fasting & Aidifiltri raya festive seasons

Buy while still can. Remember 30 cornerstone has bought these Farm Fresh IPO too.

Buy before its too late

Axiata for sure will get the Digital Banking License.

Boost is the first fully digital financier in Southeast Asia to secure an investment-grade A1 rating from RAM Ratings for its maiden tranche of Senior Class A Medium Term Notes (MTN) of securitised financing receivables.

Boost Credit has a commendable non-performing financing (NPL) rate of less than 3% from funds disbursed to finance SME customers’ working capital, supply chain and invoice financing needs to grow their business. This is enabled by stringent credit scoring underpinned by a host of alternative data and AI models.

Gov also will not let down their own GLC for the award of Digital Banking License. Top 5 Axiata's shareholder:
1. EPF 16.29%
2. Amanah Saham Bumiputera 12.17%
3. Kumpulan Wang Persaraan 2.93%
4. Amanah Saham Malaysia 2.73%
5. Permodalan Nasional Berhad 1.62%

Dont forget the next catalyst of 5G-DNB's stake to be given by the gov to 4 largest telco operators which are Celcom, Digi, Maxis, Umobile.

1.KUB engaged in trading of liquefied petroleum gas (LPG). Their LPG's business making up 80% of KUB's revenue.
2. Border reopening 1st April 2022 with gov has allowed restaurants/eateries to be open 24 hours.
3. This will push the consumption of KUB LPG Solar Gas

AEON will deliver stronger earnings growth

1. Bantuan Keluarga Malaysia (same like BRIM) RM350 to RM2000 starting 28 March 2022
2. EPF withdrawal RM10,000 one-off starting 1 April 2022.
3. Ramadhan fasting & Aidilfitri raya festive seasons starting 3 April 2022 - 2 May 2022
4. Border Reopening starting 1 April 2022 will push more their retailing and property management services.
5. Most of AEON's stores are located in suburban residential areas aiming for middle income group too.

MYEG:

1. Upside catalyst for border reopening will use a lot of MYEG e-gov services which is immigration-related services will be the economic moat for the company.
2. MYEG also has partnership with JPJ Malaysia for online transportation services & for proof of concept for automation training & driving test system.
3. MYEG will deliver stronger earnings growth in upcoming driven by healthtech services which is Covid-19 breath test system
4. Cross selling of MYEG travel inssurance.
5. Border reopening also will use a lot of MYEG digital platform such as MySafeTravel and MyVTL-related services.
6. MYEG for its propelling outlook on the back of blockchain services with Bubi Technologies to develop Zetrix Layer 1 which serves as a parallel chain to the international backbone and supernodes of Xinghuo, China’s national blockchain infrastructure and expanding businesses to other countries which we believe could generate robust long-term growth.
7. MYEG has launched the global non-fungible token (NFT) marketplace, known as NFT Pangolin, to support the issuance and trading of NFTs.NFT — a non-interchangeable data unit, a token or asset on the blockchain that can be authenticated, sold, and traded — has grown exponentially in popularity in recent years among artists and investors alike.

You still have time to buy myfriend.

Congrats to those still maintain buy and hold this stock. Despite of pandemic covid-19 for these 2 years that whole Malaysia sekejap buka kedai, sekejap tutup because of lock down. Despite all of this, The Body Shop still able to maintain their 79 outlets in Malaysia & 39 outlets in Vietnam. Great isn't it?

Plus surprisingly, The Body Shop which before pandemic Covi19 was heavily rely on outlets revenue but in these 2 years they still able to get good cash flow (RM21.70m & RM32.29) and good cash from operating activities (RM22.94m & RM36.56m).

Just imageine, Malaysia reopening border is just around the corner with tourist, festive seasons... ofcourse their sales and revenue will be more than last 2 years.

Innature also have 273,000 loyal customer you know because this The Body Shop has operating almost 40 years old. The brand is quite strong to because they still make money even though pandemic, inflation, lock down.

Soon they will expand their Natura's brand too.

My friend, Scientex packaging segment contribute 68% in revenue and their capital expenditure for 2022 to spend Rm200 million for packaging machinery. Its nice one.

While property development contribute 32% revenue which their capital expenditure 2022 for property development will use Rm800 million to grow land bank on affordable house. This affordable house is a good target market in these recovery era for post-Covid19. The construction and property sector are slowly better now due to the government has allowed the sector to make applications for foreign workers. For Feb 2022 only, almost 200,000 foreign workers has been approved their applications to work for the affected sector that rely on foreign workers.

If you want to talk about their debt, their debt to asset ratio (below 1 ratio) and the current ratio (above 1 ratio) shows the Scientex can meet its current obligations which their overall financial health is good.

Scientex also has strong operational cash flow due to their main revenue from packaging segment which is contribute 68% to the comnpany. Look at their net income also steadily increase even though in pandemic era (their packaging segment is perform well)
-2019 RM333.70 million
-2020 RM390.11 million
-2021 RM457.23 million

This 2022 Scientex told they will continue acquisition of plastic & packaging companies and this is a good thing. As Scientex will acquire the other packaging company include the existing customer of those company too. Ofcourse they will intergrate each of their factories operation will result in better cost-wise.

Take a look of Scientex's track record of Merger & Acquisition here:
2019 - Mega Printing & Packaging Sdn Bhd
2018 - Klang Hock Plastic Industries Sdn Bhd
2015 - Mondi Ipoh Sdn Bhd
2014 - Seacera Polyfilms Sdn Bhd
2013 - Great Wall Plastic Industries Sdn Bhd
2012 - GW Packaging Sdn Bhd

Malaysia reopen border is just around the corner, imagine all their packaging factories operate in full capacity because of the demand from consumer, retail, tourism, industrial and etc. It is just a matter of time for the Scientex's price stock will.................... you know the answer.

Inari potential my friend:

1. higher revenue contributed by radio frequency (RF) business segment. Exposure to growing radio frequency (RF) contents in 5G smartphone worldwide.

2. diversification also into auto and industrial sectors.

3. inari’s new system-on-module (SOM) assembly division at P55 in Batu Kawan Penang is on track to begin production in the first quarter of 2022.

4. SOM division as a new growth driver for inari to diversify and grow its exposure in the automotive and data centre segments.

5. inari is partnering with China Fortune-Tech Capital Co Ltd to set up a joint venture (JV) for Outsourced Semiconductor Assembly and Test (OSAT) manufacturing services in China.

All the info at the tip of your fingers my friend. Fundamental analysis cun, technical analysis also cun.

apa macam bukan sikit sikit punya correction ha ha

time to average up now coz most of research house has change their TP