Thanks @zen_2k for sharing your insights. Great minds think alike.

I bought both mother and child at 1.66-1.69 and 0.24-0.25. Expect to average down if go lower

Serba will go back to RM 2.2 - RM 2.5 as per bank TP.
The warrant will then generate more than 100% profit from current price.

Tan Sri is really keeping his word to make TG into Fortune 500 company, which is going to be the 2nd company in Malaysia after Petronas.

Net pro forma income : RM 115 M
Number of share : 514 M

If they distribute 30% as dividend, each share is expect to receive 6.7 cent which is equivalent to more than 7% dividend yield as per today's closing price.

Besides, the disposal also increased the EPS and will have one-time significant impact on Q3 2020 result as the announcement mentioned it is expected to complete by Q3.

Moreover, part of the income will also be used to pay debt and borrowing, good for their balance sheet and reduce the debt burden, also allow them to take up more big project once the economy recover.

All these have not include the potential catalyst by the upcoming Sarawak state election and also Naim's relationship with the Sarawak state government. Apparently they are selling at about 15% discounted price of the property market value to SEDC.

RM 0.945 is such a good buy, bought my first naim today during closing, will slowly average down next week if it goes lower.

@8dragon

are you making joke? compare to Sapnrg and Velesto this 2 loss making company, Serbadk is so much cheaper..

@8dragon

Those contracts are awarded by 3rd party company, by you say the management just talk only, do you mean all the company that award the contract is lying publicly?

Besides, the contracts are also announced at Bursa formally.

Focus on serba, by end of the year you will get what you deserve.

Seeing how most of you excited about profit forecasting with super optimistic way, made me thought of what happened during HENGYUAN when it shot up from RM 2+ till RM 19+ and everyone is calling to go beyond RM 20+ RM 30+.

See what happen now.

@reidtee

Exactly.

EPF and KWP have been accumulating so much, they must know in future there are even more contract to be awarded to MYEG.

Sold all my position, very limited space it can continue uptrending, all the expected profit for next few years has already factored into the current share price.

Risk-reward ratio is not fair to continue or add position.

Jaks is good for long term with project which expect to generate revenue for next few year. However in short term their cash is an issue, have been asking money from shareholder from the last few year to support the funding and diluted the EPS.

Serbadk still worth to buy at current price due to its smaller impact compare to other O&G company.

Maintain NEUTRAL view of the sector given our mixed number of BUY and SELL calls. Dialog Group and Serba Dinamik Holdings are BUY calls due to their resilient non-cyclical tank terminal and maintenance-based operations while Petronas Chemicals Group has a high correlation to the recent oil price upturn. However, as we continue to view the still low oil prices and earnings of upstream service companies to be worse than the previous 2015–2017 down-cycle which led to multiple financial distress to O&G corporations, we retain our SELL calls for Bumi Armada, Sapura Energy and Velesto Energy.

Caution warranted on selected highly geared companies. Against the backdrop of a sharp demand drop in upstream oil services, we remain cautious on companies with high gearing levels such as Sapura Energy, which needs to restructure its RM10bil debt by the end of this year. However, the rest of the players are relatively comfortable at this juncture as Serba Dinamik has recently raised a 10% equity placement while Bumi Armada has reclassified a RM1.3bil short-term debt to long term due to higher asset utilisation. While there is a risk that Velesto could reverse to a loss in 2HFY20 due to lower rig utilisation, its gross cash position should be able to meet its debt obligations for this financial year.

Most upstream service providers will be impacted. We maintain our view that most participants in the sector, except those in storage and recurring maintenance services, will be adversely impacted. Those with upstream production-sharing contracts such as Sapura Energy and Hibiscus Petroleum will suffer from lower prices and offtake, followed by fabricators such as MMHE and offshore support providers Bumi Armada and Velesto Energy. However, the earnings of service providers involved in maintenance and tank storage facilities such as Dialog Group and Serba Dinamik will be resilient against the cyclical nature of industry dynamics.

without catalyst, serba is very hard to move. However, the bigger player dialog is moving a lot at PER 30+ compare to serba at PER 11.

Anzo is just a speculative company for trading, if you talk about investment in Anzo, I'm sure you're gonna lose your money

I believe it is the pandemic + low oil price that makes this counter only stand at PER 11 despite huge outstanding order book, tend to doubt if the strong order can be actualized or not.

Any idea why EPF and KWP have been non-stop acquiring this share?

Don't make direct comparison for comfort and the big 4. Fundamentally it is already different....

supermax 15%, topglove 10%, comfort negative...

fundamentally comfort is not that good, people are not expecting comfort to increase sky high profit from this covid-19, that caused the reason of not moving.

Big 4 all have been moving so much but this comfort is so difficult to move.

Those people who are holding a lot of glove shares are just waiting time to sell it off especially with share margin financing.

Risk-reward ratio is imbalance now, it is fine to hold your existing position but silly to add more.

Why wasting time, money and effort in Airasia when there are so many other undervalued company which are worth investing your money

Its gonna be end of miracle soon, history will repeat again.

There have been numbers of share conversion since May at 0.76 and 0.50, all are higher than current share price.

Can see that Dato Choy and his family are trying to increase their holding to prevent any acquisition from outsider.

After all it is a good news. Shall wait for announcement on the expected positive impact on earning

Probably the boss needs cash to acquire FIHB while doesn't want to lose his position in his own company. So left hand pass to right hand sold to someone else he probably knows.

MBL boss has announced to increase stake in FIHB and want to be substantial holder. Possible he will sell off some MBL to gain cash in order to buy more FIHB till 25% as stated.

https://www.theedgemarkets.com/article/muar-ban-lee-wants-substantial-stake-federal-international

I have been watching this share since 2015 which my friend told me to buy and luckily I didn't.

All the way to south until today.

Fundamentally its not good but given its existing order book and current share price. Worth to park some investment now which potentially can be double or triple in less than a year.

Speculative share, better avoid. Share price one year lower than one year

Worth holding for long term, good dividend and healthy company

Better avoid these speculative company and blindly guess unless you do short trade.

Given its promising dividend payout policy and ability to generate revenue. When market becomes rational, price will return to what it deserved.

This is construction stock.

Good buy.

Wow! Didn't see for a week. Now less than RM 1. Cheap sales...

Hope it falls to 3.2. dividend yield 6%

The outstanding share is only 170 million unit. Liquidity and volume are low. That is the main reason from my point of view. Analysts will cover rubbish stock as long as the volume is high.

Rebound or not I don't really care. Fall more is better because it simply means dividend yield is higher and more attractive.

19 cent dividend and expect to pay more and consistent in the next FY. The current price is so cheap now....

This company seems interesting. Anyone mind to share their analysis on company prospect?

I'll conclude the argument here as short term and long term. Short term is likely to go down as result below expectation. Long term is likely to continue up as result is positively growing.

So that's all, up and down let the market decides.

Buy as much as possible. Good news coming.

Great result but under market expectation. Unable to sustain the current price.

Retaining more cash to undertake more project which generate more profit in the future is good for strong growth company. Not necessary for ace company to pay dividend especially just listed for a year, paying more dividend could also mean company has less prospects ahead in expanding.

Great minds like alike @optimus

Happy CNY too!