Disclaimers :- All my comments in i3 forum are sharing of my view with reference to my limited experience for leisure purpose or for joke. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or remiser for any investment.
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2 weeks ago | Report Abuse
艾芬黄氏投行分析员通过最新发布的一份报告,列出了建筑业16个潜在大型基建项目,总值2070亿令吉。
从附表中可见,价值超过100亿令吉的潜在项目计为:隆新高铁(700亿令吉)、捷运环状线(300亿令吉)、西港2.0扩建(130亿令吉)、33个防洪项目(120亿令吉)、泛婆罗洲大道沙巴第1B阶段(160亿令吉)、古晋城市交通系统(110亿令吉)、槟城轻快铁(100亿令吉),以及柔佛轻快铁(100亿令吉)。
2 weeks ago | Report Abuse
https://www.orientaldaily.com.my/news/business/2024/07/03/662978?fbclid=IwZXh0bgNhZW0CMTEAAR1NO1bSgx9mbu3IFQSaXr7Sg-bAwdx-3xI6-qD9omAQEwPs8D2wWiK7Oo8_aem_uE7wYu6V93RSZcMHnAxvvw
财经
发布于 2024年07月03日 13时51分 • 最后更新 48分钟前 • 整理:洪荣达
隆新高铁领衔 2070亿潜在工程撑起建筑业
.... AIYO!, SEE... NEWS OUT LIAO...
... FASTER.. FASTER GRAB YOUR VIP SEAT BEFORE TICKETS SOLD OUT...
2 weeks ago | Report Abuse
So, the share price must behave like 2nd taiko...
2 weeks ago | Report Abuse
IJM is 2nd big construction firm after Gamuda, I guess
2 weeks ago | Report Abuse
Thanks Ratz..
I agreed $3.50 is on the way
2 weeks ago | Report Abuse
The more epf selling, the higher IJM will go..
The day of epf stops selling, IJM will shot up like a rocket..
This is the fact over at epf controlling counter..
If you don't believe, please watch quietly:)
2 weeks ago | Report Abuse
Wish everyone good luck in the giant construction company
2 weeks ago | Report Abuse
PESTECH up 9% to 24c..
Please take note the power of transmission..
KUALA LUMPUR: Pestech International Bhd's shareholders pushed through resolutions to issue 800 million shares in the company to IJM Corp Bhd at 15.5 sen a share at an extraordinary general meeting (EGM) today, paving the way for IJM Corp to take a 44.83 per cent interest in the company.26 Oct 2023
2 weeks ago | Report Abuse
Construction of DC for big cap is firing
2 weeks ago | Report Abuse
Today is SUNCON $4.18 +18c and Gamuda $6.88 +18c leader of construction play..
Ijm quiet at $3.30 +0
2 weeks ago | Report Abuse
Speakup,
IJM is bluechip so it is for investment not bursa de casino stock
2 weeks ago | Report Abuse
pang72
Expected shot over $6.90 tomorrow morning
15 hours ago
$6.92 at 9.10am:)
2 weeks ago | Report Abuse
If to buy slow meaning you expect cimb to retreat to $6,$5?
Will it happen?....
If buying too fast at $6.88, will it going up to $10 from now?
If not then is that worth to get 6++% dividend for buying MORE now?
2 weeks ago | Report Abuse
52wks (jun23 to Jun24) range $5 to $7...
52wks (Jun24 to jun25) range $7 to $10... (IF)..
So, will I miss the boat if buying slowly?
This is the biggest question to sort out now.
2 weeks ago | Report Abuse
Stkoay, do you think a good choice
2 weeks ago | Report Abuse
I am still considering...
Let me think first
2 weeks ago | Report Abuse
If down 10c be the good chance to convert more Tiger bank to Sotong bank...
2 weeks ago | Report Abuse
Correction is good for long run..
Let it be
2 weeks ago | Report Abuse
Next leader - Construction leads the play from various mega activities from data center, housing, MRT, lrt or green energy dam power station..
2 weeks ago | Report Abuse
Expected shot over $6.90 tomorrow morning
2 weeks ago | Report Abuse
Close at $6.88 up 5c
Day high at $6.90...please take note...
2 weeks ago | Report Abuse
Sunwsy@$3.81
Ijm@$3.30
Ini kali la...
Catching up Sunway fast n furious
2 weeks ago | Report Abuse
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
2 weeks ago | Report Abuse
..... See you at $7 soon...
Then, $8,$9..... $10 for 1770 index target
2 weeks ago | Report Abuse
$6.88 over yesterday high at $6.87
3 weeks ago | Report Abuse
It still much possible to hit 1770 when Sotong meet Tiger at $10!!
Good friends hur!
3 weeks ago | Report Abuse
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...
3 weeks ago | Report Abuse
Hopefully Sotong catches up Tiger soon..
Then, Tiger will lead all banking to move to next level above $10....xx
3 weeks ago | Report Abuse
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
3 weeks ago | Report Abuse
Please note day high is $6.87..
Key note to put into your reference because......
3 weeks ago | Report Abuse
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
3 weeks ago | Report Abuse
Stkoay,
Lets join the most favarable banking bull..
Cimb is the leader now!
3 weeks ago | Report Abuse
Of course, we will be bom pipi with 9.95 now
3 weeks ago | Report Abuse
I believe 6% dividend will not last long..
It will go to 5% eventually with higher share price
3 weeks ago | Report Abuse
Target price quite consistent range from $7.20 to $7.90 by few IB
3 weeks ago | Report Abuse
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
3 weeks ago | Report Abuse
It is very attractive price at $6.77
I must sacrifice other nonperformance stock to much resilient cimb in the correction time
3 weeks ago | Report Abuse
My last entry 6.77...
No more money liao!!!
3 weeks ago | Report Abuse
The drop is to prepare coming days to cross long await $10,hopefully
3 weeks ago | Report Abuse
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
3 weeks ago | Report Abuse
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
3 weeks ago | Report Abuse
I am doing half good and convert more other shares to MBB to have peace of mind dividend payout...
Stock: [IJM]: IJM CORPORATION BHD
2 weeks ago | Report Abuse
IJM expertise in mega construction job showcase time coming...