minher

minher | Joined since 2017-03-30

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Stock

1 month ago | Report Abuse

一家 IPO 后,股价在慢慢涨的公司 🤔?

以马股的 IPO 来说,通常他们在 IPO 第一天拉升之外,总是需要一段时间 “恢复元气” 才持续维持上涨的姿态,当然!这里的大前提是上涨的趋势可以维持,去年也有数家公司跌破 IPO 价后,就没有回头了 😥。

然而,跟数据中心还是 “电 ⚡” 有直接关系的公司,比如 CHB(0291),这些公司的股价就很强,不过,老实说 CHB 的股价也飞了很多,所以不是我们今天的主角。

正式介绍,我们今天文章的主角是在 2023 年 12 月上市的 ✅Jati Tinggi Group Berhad(JTGROUP)。作为参考,JTGROUP 的 IPO 价格是 RM0.270,而在上市当天就一度触及 RM0.340 🤔,随后自然也回调了下来。

不过,回调后的 JTGROUP 股价在这几天内也在持续上涨,直到今天,就在 RM0.320 收盘了。

那到底这家公司背后有些什么故事呢 ❓

来,我们先看看 JTGROUP 的业务。

在供电领域里面,我们会有发电站(比如说太阳能发电站,还是天然气发电站等)、也有中间的传输系统(电缆)、以及将电力降压、再分到我们家里使用电力的整个价值链;而 JTGROUP 的业务,就是围绕在传输 🔁 以及分配电力到用户(比如说我们家里用的电)端中。

换句话说,JTGROUP 的业务包括地下(看不到的供电设施)和天上(比如说电缆,特别粗的那种)的工程业务,基本上从 A-Z 都包完,总之就是做完给客户准备 “开工” 就对了。

除此之外,公司也有包括建设变电站(降低或调高电压,统称 EPCC),以及买卖变电站相关的设备。

为什么 “电” 这个领域那么受到关注呢 👀?

除了数据中心需要电力以外,其实马来西亚本身无论是在东马还是西马,在 2022 到 2024(也就是近年)内都会有 RM20.0 billion 投入到电力生产、传输和分配的领域中。

而 TENAGA(5347)更是有意在未来 5 年内投入 RM90.0 billion 到升级 ⬆️ 电网(Power Grid,就是我们刚才说的价值链)中,以支持马来西亚的 NETR 计划。

那么回到公司本身呢,我们从招股书来看,JTGROUP 的订单大约有 RM233.3 million 左右,不过版主相信 JTGROUP 最大的价值在于他们未来潜在可以获得的合约 🔥,尤其是现在的砂拉越主题,根据投行的报告,JTGROUP 在当地也有签署了 MoU。

而且,大部分投行都给予 JTGROUP 不低的 TP ❓

在接下来,JTGROUP 也会逐渐专注于拿主要承包商的订单,换句话说合约价值会更多,盈利率也有机会更高,但前提是,公司必须要可以应付更为庞大的合约价值 🤔 也就是说这是机会,当然也有风险。

理论上来说,JTGROUP 的故事是很不错的,最近的股价也很像有资金持续流入 ‼️ 大家怎么看这家公司?

照片来源:The Edge Malaysia

免责声明:

版主并非是持牌的股票分析员,所以我们并不会提供你任何的买卖建议,如果有需要的话,可以找持牌的股票分析员或持牌的股票经纪人询问。

版主目前的身份是 iFast Capital Sdn. Bhd. 以及 TA Securities Holdings Berhad 的 Marketing Representative,并且也是独立的财经内容撰写人,并无提供财务咨询的服务。

在编写这篇文章时,或在短期内(3 个月内),版主本身暂无兴趣投资或持有 JTGROUP,除非有新的因素出现,因此,读者们务必要检查该内容的独立性。

最后,以上所分享的内容均为个人通过各种渠道获取的资讯、消息、内容;文章内提及的所有内容只能用于参考、学习、教育以及资讯的用途,而绝非任何专业的金融、投资、或买卖意见。若想要获得买卖的建议,请咨询专业的股票分析师或投资银行,再自行判断其风险以及潜在收益。在此要再次声明,12Invest 绝不对任何所分享的内容或观点的准确性、完整性、正确性、有效期性负责任。所有在阅读文章后的任何决定皆由读者本身负责。切记,任何投资都具有风险,请做好保护自己的措施。

Stock

1 month ago | Report Abuse

JTGROUP is chasing MNHLDG. MNHLDG now 61sen, JTGROUP 34sen. JTGROUP still have huge upside to chasing MNHLDG.

Stock

1 month ago | Report Abuse

When MNHLDG price around 25sen, no many ppls monitor it and look bad the future of it. When it hit 40sen, then many ppls jump in to chase it. Many ppls is like that, very normal.

I think same case JTGROUP, now no many ppls look good at it. When share price hit 40sen or 50sen, then alots will jump in la.

Stock

1 month ago | Report Abuse

Put 1 year Fix Deposit only get 3% return. Better buy JTGROUP, at least 50% return if hold 1 year.

Stock

1 month ago | Report Abuse

JTGROUP is long term play. I still remember bought MNHLDG at 25sen and hold until 50sen sell, making 100% profit. Today i bought JTGROUP at 33sen, will sell when reach 50sen.

Stock

2023-10-25 10:16 | Report Abuse

RHB IB: Southern Cable’s RM1b orderbook provides earnings visibility for next three years

KUALA LUMPUR (Oct 25): RHB Investment Bank Research has valued Southern Cable Group Bhd (SCG) at 50 sen and said SCG’s orderbook, worth more than RM1 billion (1.14x cover ratio), provides earnings visibility for the next three years.

In a note on Wednesday, the research house said with an unyielding need for power and cables, SCG has emerged as a thriving player in this evergreen market, poised for continuous expansion.

It said Malaysia's ambitious goal of achieving net zero emissions by 2050 — including higher uptake of renewable energy (RE) sources and the enhancing of the country’s grid — is expected to be a catalyst for the group’s earnings growth.


RHB IB said SCG recently secured a RM332.1 million contract from Tenaga Nasional Bhd (TNB) for the supply of underground cables and conductors, bringing its year-to-date (YTD) contract wins to more than RM500 million.

“On the back of a solid orderbook and Malaysia’s shift towards using RE, the power grid upgrades, and SCG’s growing export sales and recovering margins, we expect it to record a FY22-25F earnings CAGR of 24.3%.

“Our fair value is derived from 15x FY24F P/E. This is a huge discount to its international peer average for the cables and wires business, given SCG’s smaller market cap, local-centric business, and lower margins,” it said.

However, the research house noted that it is one of the sector’s cost leaders and possesses the widest range of product offerings locally.

“It also enjoys the lion’s share of demand for cables from TNB.

“Key downside risks include its dependence on capex spending by the power industry, escalation of input costs, fluctuation in commodity prices and margin pressure due to competition,” it said.

Stock

2023-10-16 14:28 | Report Abuse

Please set cut loss price, if hit just sell it. Loook many sellers appear, selling pressure more and more strong

Stock

2023-10-16 14:19 | Report Abuse

Be prepared for any major correction.

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2023-10-16 14:05 | Report Abuse

Liew Choon Lian bought 53% at 22sen. Now already made more than 100% profit if sell in market after offer close at 18 Oct.

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2023-10-16 13:34 | Report Abuse

Everyone, please take note 18 Oct is the closing date of General Offer at 22sen. After 18 Oct, i scare new shareholder will paring down their holding in market. New major shareholder buy the 53% stakes at 22sen per share. They likely will sell in market now which is 48sen already 2x their offer price.

Stock

2023-09-20 12:17 | Report Abuse

US lifts import ban on Supermax over forced labour concerns

KUALA LUMPUR (Sept 20): The US allowed imports from Supermax Corp Bhd, after customs authorities lifted a ban imposed on the company since October 2021 for alleged forced labour.

In a statement on Tuesday, the US Customs and Border Protection (CBP) said effective immediately, the agency will allow imports of disposable gloves manufactured by Supermax Corp and its wholly owned subsidiaries to enter the US, provided they are otherwise in compliance with US laws.

The CBP on Oct 21, 2021, issued a withhold release order (WRO) against Supermax Corp and its wholly owned subsidiaries (Supermax Glove Manufacturing, Maxter Glove Manufacturing Sdn Bhd and Maxwell Glove Manufacturing Bhd).

CBP Senior Official Performing the Duties of the Commissioner Troy A Miller said the action underscores the ongoing impact of CBP’s enforcement efforts in driving remediation and eliminating forced labour from supply chains.

“Everyone is entitled to humane and dignified treatment in the workplace, no matter who they are or where they live, and that’s why this work matters,” said Miller.

CBP began enforcing the WRO against Supermax Corp and its wholly owned subsidiaries based on evidence reasonably indicating the presence of 10 of the 11 International Labour Organization indicators of forced labour.

In response to the WRO, the company demonstrated to CBP that it has taken steps to remediate the forced labour indicators identified in its supply chain.

Meanwhile, CBP’s Office of Trade's Executive Assistant Commissioner AnnMarie R Highsmith said the agency’s vigilance on this issue is showing the industry and the world that it is fully committed to elevating the ethical standard of goods entering the US and ending forced labour.

Thus far in fiscal year 2023, CBP has issued four modifications.

CBP said forced labour enforcement efforts have resulted in the improvement of living and working conditions for tens of thousands of workers, including the repayment of more than US$50 million (RM234.72 million) in withheld wages and recruitment fees used to trap workers in debt bondage.

At the time of writing, Supermax Corp gained 1.23% or one sen to 82 sen with 1.66 million shares traded.

Read also:
US Customs issues seize order on Supermax products on forced labour finding

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Stock

2023-08-24 10:07 | Report Abuse

20.5sen now. Today 15sen!

Stock

2023-08-24 09:52 | Report Abuse

Yesterday chased high ppls, face sharp loss. I think will drop back to 15sen soon.

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2023-08-24 09:41 | Report Abuse

Awantec will suspend until submit the regulation plan. Insider keep selling their holding in market.

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2023-08-24 09:38 | Report Abuse

Insider start selling their holding before counter suspend. Don't buy now.

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2023-08-24 09:36 | Report Abuse

Bursa likely will reject the appeal for extension of time. Prepare for the worst. Counter suspend anytime.

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2023-07-19 11:33 | Report Abuse

有潜力的广告公司 —— Catcha Digital BHD (0173)

CATCHA前身是Rev Asia Holdings Sdn. Bhd.
Rev Asia主要的生意就是数字广告,可是在17年卖给了Media Prima💰
⚠️在卖掉了它们核心业务后,公司就变成了GN2 公司
(因为公司没有了自己的核心业务)
.
CATCHA最近刚刚完成了Right issue 🧐
筹到的钱主要用来购买iMedia放进去CATCHA,让公司有自己的核心业务 📈
所以相信公司很快就就脱离GN2公司
.
▋公司最新进展:
📌 𝐢𝐌𝐞𝐝𝐢𝐚是一间𝐎𝐧𝐞 𝐒𝐭𝐨𝐩 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧的数字多媒体广告公司,主要做的是𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠数字广告和𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠网红广告营销。
(公司主要会透过收购外面的一些广告公司和网站,去扩展自己在数字广告的影响力)
.
📌 公司主要透过收购外面小小广告公司的majority stake去成长公司的整体的影响力,公司目前有的广告公司包含了3大语言(中文/马来文/英文)
.
📌 当中包括了一些在FB非常有影响力的page,比如说OH MEDIA、GOODY 25、Moretify、Beautifulnara、KIMCHA Daily 等等
(公司旗下的网站和公司,拥有7.4m的followers,每一个月可以reach超过12.7m的用户)
.
📌 CATCHA的强项就是他们拥有很强大的ecosystem,公司旗下的page,拥有超过7.4m的followers,每一个月可以reach超过12.7m的用户。这类型的数字广告服务,就非常的适合那些想要打广告给很多不同种族的大公司去加强人们对它们品牌的认识
.
📌 马来西亚目前数字广告商的痛点就是这些广告公司非常零散的,CATCHA在收购这些公司以后可以进行整合,让它们省下更多的成本增加收入更好的去变现
.
📌 公司旗下的客户就有Huawei、Panasonic、Ecoworld、MCD、KFC、Maxis、LG、Samsung等等
.
📌 一般上这些大公司都会直接找类似iMedia购买一个广告配套打广告给不同的人群,这些公司在被iMedia收购以后PAT也都有很大的进步,最少都有2倍以上的增长率!
(比如说PAT进步最大的广告公司GOODY,这间公司在被收购以后PAT从RM88k进步到了RM1.5m)
.
📌 iMedia的营业额其实成长非常惊人,FY20 有RM8.1m 、FY21 有 RM22.75m、FY22 有 RM30.17m。
iMedia的PAT也从 FY20 的RM1m 进步到了FY21 RM4.51m 和FY22 的RM7.69m 。✅FY22的PAT margin有25%
.
📌 公司现在主要会透过收购外面小小零碎的广告公司去继续带动公司整体的成长,公司的目标是收购20-25家广告公司,然后资源整合把运营的成本cost压低去提升这些公司的赚钱能力。
.
📌 公司里有一位灵魂人物就是Patrick Grove,他是CATCHA的大股东兼Chairman,一些非常出名的公司比如iProperty 、iCar Asia都是他一手从startup带到上市的。
(他本身可以说是一名真正的Entrepreneur有很大的企业家精神,很好的track record)
.
⚠️公司最大的竞争对手就有FB 、Youtube 、Google等等。
.
▋总结:
iMedia目前的生意模式和前身的Rev Asia没有太大的区别,如果Catcha想要复制Rev Asia的成功到iMedia相信也不难。
公司目前还在继续收购有潜力的公司纳入进去公司的多媒体生态里,相信公司未来的盈利有机会继续成长。
以公司预计的成长率,CATCHA 目前的市值似乎有成长的空间,待公司完成了Right Issue 和脱离GN2可以继续观察这间马来西亚的数字广告公司。

Stock

2023-07-18 15:28 | Report Abuse

CATCHA chairman Patrick Grove mentioned his target is to make CATCHA become an RM1Bil market cap company during investor briefing on 12 July 2023.

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2023-07-18 15:21 | Report Abuse

Just as expected, CATCHA break 5 years high. I will hold until break the historical high of RM1.64.

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2023-07-17 20:37 | Report Abuse

Catcha no a goreng stock. Its share price is supported by strong fundamentals as I mentioned earlier. It is a high-growth and high-profit company. At the current price, it is highly undervalued.

Stock

2023-07-17 20:33 | Report Abuse

The right issue share will be listing on 31 July. I dun think the share price will drop after the right issue share listing, bcos the volume of the right issue no much, only 174Mil shares. Most are held by major shareholders and long-term investors.

Stock

2023-07-17 10:33 | Report Abuse

KUALA LUMPUR (June 28): Digital media and advertising group Catcha Digital Bhd said its wholly-owned subsidiary, iMedia Asia Sdn Bhd, saw its pre-tax profit grow 28% year-on-year to RM3.89 million in the first quarter ended March 31, 2023 (1QFY2023), with its portfolio of digital marketing platforms and services reaching over 13.1 million Malaysians as of end-May.

iMedia posted a record pre-tax profit of RM10.28 million in FY2022, up 69% from the previous year.

Catcha Digital acquired iMedia in March this year, as part of its regularisation plan to lift its Guidance Note 2 (GN2) status.

"We are at the beginning of Catcha Digital’s expansion journey and we are determined to accelerate our growth trajectory and actively pursue highly accretive investment opportunities that align with our strategic objectives. Our aim is to attract the best digital and software companies to collaborate with us, consolidating our position as the industry leader in Southeast Asia thus creating sustainable value for all stakeholders,” said Catcha Digital group chief executive officer Eric Tan in a statement on Wednesday (June 28).

Stock

2023-07-17 10:31 | Report Abuse

IMedia 1st QR 3.89Mil, Full year RM3.89*4=RM15.56Mil. Catcha Share Issued(After right issue) = 443Mil. EPS 15.56/443=RM0.035 per share. Catcha worth 70sen if PE=20X. Catcha still have 100% upside room.

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2023-07-17 10:20 | Report Abuse

CATCHA expect to announce big project related to I-GOV soon.

Stock

2023-05-08 16:35 | Report Abuse

Who selling WCE?

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2023-05-05 21:54 | Report Abuse

WCEHB | 下一家蓝筹股?10年时间10倍回报有可能吗?
https://www.youtube.com/watch?v=NZnIw0ejPA0&t=1s

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2023-05-05 15:41 | Report Abuse

Really good news. Target 80sen !!

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2023-05-05 09:34 | Report Abuse

WCEHB buy for long term for huge profit. Another PLUS is making !

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2023-05-05 09:31 | Report Abuse

Share price damn bullish. Look like something good going to happen soon.

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2023-04-27 15:51 | Report Abuse

WCEHB BREAKING NEW HIGH !

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2022-11-10 16:25 | Report Abuse

Punter dump the shares, RUN !!

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2022-11-10 16:20 | Report Abuse

Karex price already up 50% from bottom. Punter selling when CIMB report out. Better run now before too late.

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2022-11-10 16:15 | Report Abuse

Latest Q result still making loss. Those chase high, prepare for 50% loss.

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2022-09-23 16:34 | Report Abuse

BJLAND privatisation very soon ?

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2022-09-23 16:32 | Report Abuse

BJCORP & BJLAND moving

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2022-09-09 15:19 | Report Abuse

YXPM IPO PRICE IS 28SEN ! NOW ONLY 21SEN. AT LEAST CAN UP TO IPO PRICE 28SEN !!!

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2022-06-16 16:01 | Report Abuse

Some of my friends bought Fintec, Inix, Mtronic, Vsolar at high price. I told them to sell, they dun want. Now loss alots. Some loss few thousand, 2-3 ppls loss almost rm500k.

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2022-06-16 15:57 | Report Abuse

The risk is Margin Call. Banker will start sell anytime soon.

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2022-06-16 15:55 | Report Abuse

Dun regret if u don't sell now. Tawin just worth 1sen !!

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2022-06-16 15:52 | Report Abuse

Director using margin to hold their shares. When share price dropping, they face margin call or force sell.

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2022-06-13 15:24 | Report Abuse

Waiting buy back at 50sen.

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2022-06-13 15:23 | Report Abuse

Shit. Cut loss at 92sen. Loss RM50k.

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2022-06-09 22:10 | Report Abuse

TAWIN guarantee dip to 3sen

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2022-06-02 10:15 | Report Abuse

Only clever ppls will buy Tawin. hehe

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2022-06-02 10:12 | Report Abuse

Tawin just worth 1sen. Price will drop to 3-5sen very soon.

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2022-05-31 10:10 | Report Abuse

major shareholder pledge their share to bank. now price break below the bank force sell price. bank start to sell the share in market.

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2022-05-31 09:43 | Report Abuse

Tawin major shareholder kena force sell by bank.

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2021-10-11 08:49 | Report Abuse

Edaran can break rm1.00 this morning or not.

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2021-10-11 08:29 | Report Abuse

Dun forget Edaran. Another THETA is making.

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2021-10-08 15:39 | Report Abuse

Yea, Edaran is high undervalued.