Our member CharlesT shared with us a month ago the following info:

Saw a lot of new names in their latest Annual Report....
4. Naza 5.181%
6. Dali Asia Pacific Fund 1.55%
9. HL Dana Makmur Fund 1.395%
10 HL Growth Fund 1.295%
11.Dali Asia Pacific Fund 1.28%
15.Principal Islamic Smallcap Fund 0.71%
18 HL Foundation Fund 0.518%
19 Principal Islamic Enhance Fund 0.507%
20 HL Foundation Dana 0.482%

Out of 30 top shareholders, at least 17 to 18 r held by Funds

I am sure all these funds and Naza know what they are doing.

AEMULUS usually reports its Q2 quarterly report in May (except FY 2022, which was in April). Based on the prospects given by management in the past 2 quarterly reports, if they become true, investors will see further improvement of revenue and profit

There was an announcement on March 6th, 2024:

Reference is made to the announcement dated 22 December 2023 whereby M&A Securities had on behalf of the Company, announced that the additional listing application for the Proposals and the draft circular to shareholders in relation to the Proposals have been submitted to Bursa Securities for approval on the even date (“Listing Application”).

On behalf of the Board, M&A Securities wishes to announce that the Company has submitted an application to Bursa Securities for the withdrawal of the Listing Application (“Withdrawal Application”).

The decision of the Board was made in order to review the structure of the Proposed Acquisition (and consequently the Proposed Variation). The Board shall make the necessary announcement on the revised proposal in due course.

hope they will review and lower the acquisition price...

I must have accidentally deleted my post:

Prospect (quarterly report released on March 29th, 2024):

Looking ahead, the Group acknowledges the ongoing challenges in the global
semiconductor industry expected to persist into the first half of 2024... A robust and gradual recovery is anticipated in the second half of the financial year 2024.

...

Barring any unforeseen circumstances, the Group maintains an optimistic outlook for
both its business and the industries it operates in, with current signs pointing towards
recovery.

quarterly result improve quarter-to-quarter, maybe the worst is over. Let's wait for the next QR to confirm

I was busy for a month and did not do anything. Just studied a few stocks during public holiday. I was wondering what happened to GCB and thought cocoa bean price must have dropped. To my surprise, it went up further. To me, it is a sell.

at current price, there is much more downside than upside. I would rather sell at this point if I own this share

Cocoa prices are soaring to record levels. What it means for consumers and why ‘the worst is still yet to come’

https://www.cnbc.com/2024/03/26/cocoa-prices-are-soaring-to-record-levels-what-it-means-for-consumers.html?recirc=taboolainternal

RHB is bullish about GCB, Still, they expect lower FY24F-25F earnings

"We factor in higher bean prices, and additional working capital requirements resulting in lower FY24F-25F earnings by 10%."

revenue last QR was 114 mil. Problem was the raw material costs. Anyway, it is still a good start of the year. Good luck to those who own this stock!

is it possible that those who say bad things about this stock are actually the same person, just repeat the same argument and create multiple user IDs?

Did anyone attend the Annual General Meeting (AGM)? Kindly share its future prospect (that is not already covered in quarterly reports)

next quarterly report is most likely announced in the second week of February. Hope to see improvement in revenue & EPS

Can anyone confirm that after Acquisition of Solar Asset & Acquisition of Hydro Asset (more shares to be listed), its EPS 0.03 sen?

volume is lower compared to other IPO during the first day. It is possible that many who get the IPO have not yet sold their shares. Huge supply at 39 sen and above. That is bad for share price. Let's see.

some of the buy queues disappear. It looks like many who get this IPO are still queuing at 39, 39.5 & 40 sen

According to some, it is the best IPO in January. Guess not. Anyway, fundamentally seems nice and I am sure it will go up eventually

how much revenue or EPS after Telekosang Hydro 2 acquisition by JSB? Any analysis?

Coconut, please tell us when you sell!

Is Optimax expanding to Atria shopping mall in Damansara Jaya (Petaling Jaya)? Not open yet, right?

the next few years (until 2027) are not going to be exciting due to growing pains. If I were you, I would sell now and buy back later

Highest revenue in 3 quarters. Looks like the worst is over. Management is also confident about FY2024. Please read its latest quarterly report.

At current price, reward is a lot higher than risk. It has just started to move a bit...

According to TA Research, its core EPS for 9MFY23 was -0.1 sen. For full year FY23 it expects its core EPS to be -0.4 sen. That means TA Research expects Coraza's last quarter is also loss making.

If it does not perform well when it is listed, I am not surprised:

- Its IPO is only oversubscribed by over 16 times
- In the prospectus, it shows that 6-month financial period ended 31 May 2022, the revenue is 105.5 mil; but 6-month financial period ended 31 May 2023 its revenue is only 46 mil. Revenue for FY2022 was 234.6 mil. According to its latest quarterly report Q3FY2023, revenue was only 79 mil for 9 months .

There are no books about investment that will teach us to check Jobstreet comment to decide to buy or not. Jobstreet comment is not important. At the end of the days, it is the earning that counts.

Buy on rumors, sell on news? Let's see...

company is doing ok but its expansion is too slow. It was listed on 2022-4-18. Its IPO proceeds should be used for expansion within 3 years. According to its latest quarterly report, its IPO money is hardly used more than one and half year later.

Just read quarterly report. Looks like the worst is over. No wonder people rush into this stock the last few days. Congratulations! Good choice! You guys are great hunters! I am too slow...

Revenue for FY2023 was 145 mil. According to its latest quarterly report Q1FY2024, revenue was only 22.7 mil. It expects that the orders from some of its existing customers will remain softened for the first half of FYE 30 June 2024 and rebound in the second half of FYE 30 June 2024. Next QR is not going to be exciting as well. Price targets given before QR (reported on November 30th) may need downward adjustment.

This makes its evaluation unattractive at IPO price. Besides, industrial product and technology counters have been down recently.

It will not surprise me if its share price does not perform well during the first day. Let see.

good company but evaluation is too high considering its annual growth. At current price of 88 sen, the risk is higher than reward

SUNZEN is also selling bird nest to China. Its quarterly report seems to be fine. Not sure why MBN''s QR is this bad.

Since the new aluminium can plant in USA is going to be loss making for a few years, maybe it is a good idea to sell now and buy back later.

投资者用脚投票！遇到这种IPO，需要提防管理层另有意图？【谈股论金 132】
https://www.youtube.com/watch?v=8y3nDQonPu4

what happened? bad incoming QR? force selling? margin call?

its revenue peaked in 2021. Industry is growing but it seems this company is not growing. They used to export to Hong Kong a few years ago but no more these 3 years. Not sure what the reason is... Perhaps its selling price is too high?

It expects higher demand during the upcoming festive and holiday periods. Let us wait.

What's next? 马来西亚经济改革的下一步打算怎么走?【贸工部副部长YB刘镇访谈/上集】
https://www.youtube.com/watch?v=vdd3FbcY3qk

贸工部认为哪些行业能引领马来西亚的二次工业化？【贸工部副部长YB刘镇东访谈/下集】
https://www.youtube.com/watch?v=7iLvhiREclM

贸工部认为哪些行业能引领马来西亚的二次工业化？【贸工部副部长YB刘镇东访谈/下集】
https://www.youtube.com/watch?v=7iLvhiREclM

What's next? 马来西亚经济改革的下一步打算怎么走?【贸工部副部长YB刘镇访谈/上集】
https://www.youtube.com/watch?v=vdd3FbcY3qk

I would suggest you guys to sell on strength and buy back on weakness. Interest rate in US is a problem that is not going away. Besides, I suspect lots of investors are waiting to sell after quarterly report is announced.

Malaysia welcomes investments in semiconductor value chain
https://theedgemalaysia.com/node/688956

What's next? 马来西亚经济改革的下一步打算怎么走?【贸工部副部长YB刘镇访谈/上集】
https://www.youtube.com/watch?v=vdd3FbcY3qk

@dragon328, which projects of the following you think have big impact on earnings? green data centre?

there are plans to ensure continuation of strong earnings for YTL Power to continue beyond FY2025:
1) WTE plant to start from 2026
2) Digital bank to turn in profit from 2026
3) Green data centre 1st phase to start contributing profit from FY2024
4) Subsequent phases of green data centre to contribute profits from FY2025
5) Wessex Waters earnings to rebound from Q4 FY2024 after next water tariff hikes
6) Wessex Waters RCV to expand substantially for next regulatory period from April 2025 to ensure earnings to expand meaningfully from FY2026
7) Potential win of new solar power projects in Malaysia as Malaysia plans to roll out some 8,000MW of solar power projects by 2030 and another 25,000-30,000MW by 2050
8) Potential export of RE to Singapore from 2027
9) Meaningful earnings contribution from UK property development from 2026 once interest rates there retreat to normalised levels
10) Potential win of the new gas plant tender in Singapore to expand PowerSeraya earnings from 2028

I also think it is expensive at this price level comparing to other furniture stocks. Fair price maybe below 20 sen. I would sell if I were you.

quarterly report most likely will be out this month.

Did anyone attend the AGM? Any info worth sharing?

It has been a great ride. All time high is over 80 sen. Better take some profit, if not all. Good luck to you guys!

I did some research on PAPPAJACK and was really surprised how fast these 2 companies grew. Revenue and profit grew quite fast. No joke... Their business is not sunset business like I thought. Good luck to those who subscribe successfully to this IPO.

no power since open, just run...

After hitting RM1 billion revenue for the past two financial years, PIE Industrial Bhd is aiming the RM2 billion mark and annual net earnings of RM100 million within three years.

RM2 bil revenue in three years not PIE in the sky
https://theedgemalaysia.com/node/681180

The last time it announced bad quarterly report, the stock gapped down to around RM2.80 but to my surprise, it closed above RM3 the same day. An uptrend pushed it to RM3.50. I just notice EPF has been buying. No wonder...

马来西亚稳了！2030新工业大蓝图：二次工业化！纠正大马经济发展错误路线，跳出中等收入陷阱？【谈股论今 112】
https://www.youtube.com/watch?v=kXCEwvWx_28