Sunwsy@$3.81
Ijm@$3.30

Ini kali la...
Catching up Sunway fast n furious

https://www.businesstoday.com.my/2024/06/24/ijms-outstanding-order-book-reaches-rm7-billion/

https://www.edgeprop.my/content/1909708/data-centre-boom-chip-industry-expansion-expected-boost-local-steel-demand#:~:text=Misif%20president%20Datuk%20Lim%20Hong,by%20construction%20of%20data%20centres.

MAIN> NEWS
Data centre boom, chip industry expansion expected to boost local steel demand

..... See you at $7 soon...
Then, $8,$9..... $10 for 1770 index target

Following Kim!

$6.88 over yesterday high at $6.87

It still much possible to hit 1770 when Sotong meet Tiger at $10!!
Good friends hur!

Tenaga shot down government to drive the index to 1770points.
So, banking will take the lead for record index by year end...

6 more months to go...

Hopefully Sotong catches up Tiger soon..
Then, Tiger will lead all banking to move to next level above $10....xx

Tiger bank is strong and resilient.
Sotong bank is lagged and good earning yet to show to the share price.
Sotong bank is catching up now

Please note day high is $6.87..
Key note to put into your reference because......

Please do witness CIMB catching up MBB..
So, taking profit or buy or hold...
You decides yourself. I am enjoying the slow and steady quiet bull buildup in CIMB

Stkoay,
Lets join the most favarable banking bull..
Cimb is the leader now!

Of course, we will be bom pipi with 9.95 now

I believe 6% dividend will not last long..
It will go to 5% eventually with higher share price

Target price quite consistent range from $7.20 to $7.90 by few IB

Date Open Price Target Price Upside/Downside Price Call Firm View
2024-06-04 6.87 7.90 +1.03 (14.99%)
BUY
TA
2024-06-04 6.87 7.60 +0.73 (10.63%)
BUY
RHB-OSK
2024-06-04 6.87 7.20 +0.33 (4.80%)
BUY
PUBLIC BANK
2024-06-04 6.87 7.60 +0.73 (10.63%)
BUY
KENANGA

It is very attractive price at $6.77
I must sacrifice other nonperformance stock to much resilient cimb in the correction time

My last entry 6.77...
No more money liao!!!

The drop is to prepare coming days to cross long await $10,hopefully

MTEC $1.12 up 3c
Scg $0.92 down 1.5c

Reverse trend....?

This is market but SCG supposes be much stronger profit as compared to Mtec.
So, it will catch up, I strongly believe

Blogs Headlines
RHB Investment Research Reports
Sime Darby Property - Shifting From Second to Fifth Gear; Keep BUY

rhbinvest
Publish date: Wed, 12 Jun 2024, 10:46 AM
Maintain BUY, TP rises to MYR2.00 from MYR1.54, 49% upside with c.2% yield. We think the market has not fully priced in the upside potential of Google’s recent announcement of its USD2bn investment in Malaysia. The tech giant’s announcement of MYR1.74bn in capex for the first Google data centre (DC) and Google Cloud region may just be the beginning. The potential impact of this on earnings may be under-estimated. Our new TP reflects the incremental value of the contribution from the Google facility, as well as the faster turnaround of Sime Darby Property’s industrial parks ahead.
The USD2bn investment by Google. Last month, Google announced its commitment to invest USD2bn in Malaysia. The Google DC at Elmina Business Park (EBP) will power the tech giant’s popular digital services, such as Search, Maps and Workspace. When operational, Malaysia will join the 11 countries in which Google has built and now operates DCs. Note that, in the Asia-Pacific, countries and areas where Google Cloud operates include India, Singapore, Jakarta, Hong Kong, Taiwan, Japan, Australia and Seoul.
The remaining MYR7.5bn of investments may come later. So far, Google has only announced its DC and Google Cloud region, which are worth about MYR2bn (or MYR1.74bn, based on the contract value secured by Gamuda (GAM MK, BUY, TP: MYR7.08)). We think there could be further investments for subsequent phases (which may be what the remaining MYR7.5bn is for) in EBP at a later stage. While the initial Google DC is estimated to have a capacity of 80MW, the entire 49-acre site earmarked for Google at EBP could accommodate 200-250MW, based on our estimate.
Expanding its assets under management (AUM) aggressively. The DC investment is expected to boost SDPR’s total AUM significantly from MYR4.4bn currently (includes a concession arrangement for Bandar Universiti Pagoh). By FY26, we think its AUM may be worth MYR6-7bn, which could generate a total recurring income of MYR120-130m at the operating level. We raise our FY26 earnings forecast by about 3% to reflect the initial contribution from Google DC, as the facility may only be completed in 2H26.
SDPR has both landbank and a robust balance sheet to accommodate more DC demand. SDPR is well-positioned to capture the prevailing investment wave, driven by global tech giants, in the South-East Asia region. The company currently has five industrial park projects with a remaining total land area of >2,000 acres, and we believe that the basic infrastructure facilities are ready at these industrial sites, since projects are ongoing. SDPR is an experienced player in industrial development, and the segment now accounts for 30% of its total property sales.
Source: RHB Research - 12 Jun 2024

I am doing half good and convert more other shares to MBB to have peace of mind dividend payout...

As long as not selling cheap SCG 93.5c to bro. James will do
Sell to them at $3.32 yeap!!

See who hv the last big abalones...

Good move:)

MTEC@$1.07 T4Q Result: ( EPS: 1.50, P/E: 71.37 )
Scg @93c T4Q Result: ( EPS: 4.69, P/E: 19.85 )

So, obviously SCG is much undervalued as compare to Mtec
So, if SCG up to pe71 then will be $3.32!

Everybody understand

The early comer bro James earn an abalone soup in this Great stock and wasted 365days ablone...

So, the late comer pang72 is smart moce:)

Add more SCG while bro James selling..
I AM RIGHT AGAIN

Cakes Moon

Scgbhd is fundamentally much stronger as compared to ADB, Oppstar, JCY, Notion, etc.!!!
Malaysia will be a data hub centre soon!!!

1 hour ago

YOU ARE ABSOLUTELY RIGHT

MTEC $1.05 which profit is less than SCG per QR...
I will expect SCG to catch up MTEC by this week the faster

Bro James, you are wrong again..
Pity you for miss out Nvidia boom

Today close 95c..

Tmr can easily touch $1..

Everything is back after correction..

How come this bro James so short sighted... Happy for one day good abalone meal?

I want 365 days abalone soup from Australia

Bro James will see us eating abalone for the next one years..
Now, he is very gencheong Vitrox rises to $5.90

If bro James still got tickets to sell to us in cheap..
Then, $4 is possible mah

It is glad to sapu all cheap tickets from bro James in this one this correction...
to bring down our cost..
We will reap the maximise profits from SCG because of its privilege status for TNB massive capax (billions billion) for upgrading the power grid

Next destination, $1...

Bro James hopping to get cheap tickets...

Haha...


Wait long long...

I am right again. The minor correction is over...
Great rebound lol

With bro James massive selling in SCG, today peaks at 95c...

Great job data center cable!!

Bro James,
The left over bone soup is absolutely marvelous which added some abalone today...

YES! Yummy

Management said you can make use of my new warrant to goreng the share like EG-w up like hell today (+45% in one day). I will help to promise the future earning is damn so good as above!!!

Hopefully can limit up lo

Overall, the outlook for the Group is
promising as the progressive uptrend in
orders toprevail into the near
foreseeable future. The Group also
strengthened its verticalintegration
capability with the recent successful
development of several new processesin-
house. Mass production for the Group’s
key customer has already started for some
of these processes. Separately, the
Group’s ongoing discussions with
prospectivecustomers remain in progress
as part of its efforts to expand its clientele.
(Source: Management of VSIB)

Dow up 300pts
NASDAQ up sikit 10pts..
All my tech tech tech stocks shld fly to moon tmr including VSI:)

Tmr shld break Maybank TP1. 42@900am..?

Hihi...
What I am waiting for realise! Bonus warrant!!

OK! Bye bye conman!!

Conman,
Good to know EG perform well in hdds..
So, it will fly like Notion...
So, I I kali la

Fly liao la..
Catch up atamas

52wks high 32.5c lol

Good!!