2022-05-31

Quarter Result

Quarter Result on 31-Mar-2022[#4] QoQ - 267.74% YoY - 518.39%.

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WOW! Start up.

Don't buy if the restructuring method is not announced.

its good. 4m profit after so many years. good start

The dealer has already started collecting in large quantities.

heard that 鸡哥 made a move.

There is a chance to close today over 0.10.

Sapura Energy volume spikes, share price up at highest in five months
Chong Jin Hun
/
theedgemarkets.com

May 17, 2022 10:43 am +08



Sapura Energy volume spikes, share price up at highest in five months





Sapura Energy volume spikes, share price up at highest in five months
Chong Jin Hun
/
theedgemarkets.com

May 17, 2022 10:43 am +08


-A+A
Sapura Energy volume spikes, share price up at highest in five months

It can exceed 0.50 in these months.

Tomorrow will open gap up then breakout....

If you don't run away now, you won't have a chance tomorrow.

sell on news
Asia Poly buys another 1.5% stake in Ta Win for RM7.5m
TheEdge Fri, Feb 18, 2022 04:12pm - 44 minutes



KUALA LUMPUR (Feb 18): Asia Poly Holdings Bhd, a manufacturer of cast acrylic sheet, has acquired another 51.1 million shares, or a 1.5% stake, in Ta Win Holdings Bhd between June 10, 2021 and Feb 16, 2022 for RM7.52 million in the open market. This brings Asia Poly's total shareholding in the copper wire producer to 191 million shares or a 5.59% stake.

"The acquisition was carried out for the purpose of investment," said Asia Poly in a bourse filing on Friday (Feb 18).

It noted that the stake in Ta Win will subject Asia Poly to risks inherent in Ta Win's businesses such as competition, price as well as fluctuations in its share price.

The purchase amount represented 5.2% of Asia Poly's audited net assets as at Dec 31, 2020. Asia Poly said the acquisition was funded by internal funds.

Currently, Asia Poly executive chairman Datuk Yeo Boon Leong is a non-independent non-executive chairman of Ta Win and owns an indirect 8.13% stake in the latter. Datin Seri Azreen Abu Noh is an independent non-executive director of both Asia Poly and Ta Win, but does not hold any shares in Ta Win.

At 3.37pm, Ta Win shares were up one sen or 6.45% to 16.5 sen, valuing it at RM563.32 million. Asia Poly shares, meanwhile, were down one sen or 5.88% to 16 sen, giving it a market capitalisation of RM135.87 million.

wa, wb did not rise, everyone should be careful.

（吉隆坡18日讯）兴业零售研究称，由于试图在交投强劲突破28.5仙的即时阻力位，安康物流（Ancom Logistics Bhd）着眼于在最近盘整中恢复上升趋势。

该研究机构今日在报告中指出，如果突破该水平，多头可能会推动该股至33.5仙的下个阻力位，然后是40仙。然而，若跌破23仙的支撑位

It is expected to rise next week.

FINANCIAL SUMMARY
SYMBOL & CODE PWORTH (7123)
CURRENT QUARTER Q5 2021
PAST REPORTS
Q5 2021 Q3 2021 Q2 2021 Q1 2021 Q4 2020 Q3 2020 Q2 2020
CONSOLIDATED INCOME STATEMENT
Individual Period Cumulative Period
30 Sep 2021 30 Sep 2020 30 Sep 2021 30 Sep 2020
RM'000 RM'000 RM'000 RM'000
REVENUE
19,405 KLSE Quarter Report(+195%)
6,587
26,996 KLSE Quarter Report
PROFIT/(LOSS) BEFORE INCOME TAX
348 KLSE Quarter Report(+106%)
-5,640
-7,097 KLSE Quarter Report
NET PROFIT/(LOSS)
348 KLSE Quarter Report(+106%)
-5,643
-7,097 KLSE Quarter Report
BASIC (BASED ON ORDINARY SHARES - SEN)
0.01 KLSE Quarter Report(+108%)
-0.13
-0.15 KLSE Quarter Report
DIVIDEND PER SHARE (SEN)
0.00 KLSE Quarter Report
0.00
0.00 KLSE Quarter Report
NET ASSETS PER SHARE (RM)
0.400 KLSE Quarter Report(+700%)
0.050

ATA IMS sees selling pressure after flagging FY23 revenue drop on severed Dyson ties
TheEdge Tue, Nov 30, 2021 11:02am - 14 minutes


KUALA LUMPUR (Nov 30): Shares in ATA IMS Bhd faced selling pressure on Tuesday (Nov 30) after the group said it is projecting another drop of 40% in revenue for the financial year ending March 31, 2023 (FY23), following the termination of its contracts with Dyson.

The counter, which was among the top losers on Tuesday morning, slipped as much as 14 sen or 26.92% to 38 sen.

At 10.17am, it had pared some losses at 44.5 sen, still down 7.5 sen or 14.42%.

The counter, which was the most actively traded stock, had seen 582.32 million shares changing hands.

The counter had fallen 82.68% from RM2.57 since Nov 12 when it announced a net loss of RM11.17 million for the second quarter ended Sept 30, 2021 (2QFY22), while RM2.56 billion in market capitalisation was wiped off in three weeks.

ATA IMS told a bourse filing on Monday that cost-cutting measures will be undertaken in response to the termination of contracts with Dyson and that the group is working towards maintaining profitability by lowering costs to ensure sustainability.

Dyson was the largest customer of the company, contributing 80% of the company's revenue.

ATA IMS also said the termination of contracts by the major customer does not affect its operations per se except for termination of tenancy and organisation-wide cost-cutting exercises, and restructuring of bank borrowings for excess facilities in view that the company is not required to hold high levels of stocks as before for customers’ orders.

Due to the impact of the movement control order and a shortage of workers, the company also estimated the turnover for FY22 to reduce by approximately 30% as compared to FY21.

“The major financial impact would be the impairment test of the goodwill on consolidation of RM76.5 million, a discounted cash flow and a sensitivity test has been performed on the new projection with the termination of the customer's contracts. The company is of the view that there is no material impairment on the goodwill on consolidation, provided that new customers continue to load the company with new orders,” it said.

Meanwhile, AmInvestment Bank Research in a note on Tuesday maintained a sell on ATA IMS and revised down its fair value to 30 sen (from 56 sen).

“Our change in valuation largely stems from concerns of assets overhang after the loss of ATA’s major customer (which accounts for 80% of the group’s sales and has recently terminated its contract with the company), as well as potential goodwill impairment,” it said.

It also maintained its cautious stance on the outlook for ATA.

“While efforts have been made to mitigate the damage to its reputation and recoup investors/stakeholders’ confidence, we reckon any concrete progress/results from the proposed solutions can only be seen over the medium term (6 to 9 months), with no guarantee of a positive outcome.

“As such, we opine that the company’s short-term operational risks remain high (largely stemming from the ongoing manpower shortage crisis, forced labour allegation, potential assets overhang, diseconomies of scales and dented reputation), which intensify the challenges in securing new customers and orders,” it said.

As such, it did not share the company’s optimistic post-June 2022 guidance of a profit before tax margin of 5%.

It maintain its loss forecasts in FY22 to FY24, reflecting only organic growth from the group’s existing remaining customers, coupled with some small new orders to be secured in FY23 and FY24, at a gross profit margin of 2% to 2.5% in FY23 to FY24 (versus 1HFY22 of 4.4%) from diseconomies of scale.

“In our view, ATA may not be in the most favourable position to negotiate with potential new customers. Hence, we believe ATA’s recovery from the current crisis will be bumpy, exacerbated by the ongoing labour shortage crisis,” it added.

Read also:
ATA IMS expects another 40% drop in revenue for FY23 amid Dyson termination

Be careful of living in tall buildings tomorrow.

Be careful of living in tall buildings tomorrow.

Be careful of living in tall buildings tomorrow.

https://www.chinapress.com.my/?p=2765806

https://www.chinapress.com.my/?p=2765806

It's that simple to follow the rise of glove stocks.

You can see that this counter is already rebounding.

Factory EV in Kulim hightech source told
Corporation with xiaopeng auto china, Venture asean market in EV

Many investors sell at a little profit. When it rebounds, they buy at a higher price.

You can see that someone collects the ticket as soon as it falls.

heard something will be announced next week.

What are you worried about with the support of government departments.

believe it will rebound at noon.

MITI agency, EMPB explore electric vehicle, electronic payment system collaboration
MITI agency, EMPB explore electric vehicle, electronic payment system collaboration
TheEdge10 Nov, 2021 13:52pm - 36 minutes ago

Now it's up to who can hold on and not sell until the end to get a high share price return.

The company's own shareholders are the biggest buyers.

The stock price may surpass (genetec) in the future.

limit up is coming.

A matter of time.

This counter still has a few hundred percent of upside potential to earn more and earn less to choose by yourself.

Like genetec 0104.

Share price is expected to be the next (genetec 0104)

布局调整 优化路线 升阳船务蓄势待发

物流股，最近似乎有点火。

受惠于投资者对未来展望的高度期待，物流相关公司近期陆续受市场热捧，股价一涨再涨，多年来不受重视的尴尬格局，似乎破了。

为此，本期《股海捞月》将再谈谈一家来自砂拉越的船运公司——升阳船务（SYSCORP,5173,主板交通物流组）。

升阳船务是砂拉越著名财团升阳集团（Shin Yang Group）旗下物流臂膀，至今已在船运领域打滚38年，亦是国内少数集船运和造船业务于一身的公司。船运业务涵盖干货、湿货、货柜、国际海运、沿岸海运、工作船和拖船，旗下大小船舰合计240艘，长期支持砂拉越海上及沿岸货运，对当地经济贡献良多。

船运造船于一身

船运业对任何国家来说都是不可或缺的重要领域，毕竟全球90%货物仍需透过海运才能通往世界各地。然而，海运也是一盘辛苦的生意，除了竞争激烈，也面对偏高营运风险，毕竟需长时间穿梭于喜怒无常的海上，需格外谨慎，步步为营，倒也不像许多人以为那么“好赚”。

虽然8年间，大马海运业可谓哀鸿遍野，事缘在2009年次贷风暴后，经济复苏令市场需求高涨，加上国际油价攀上每桶100美元，各油气巨头大举砸钱投资，船运领域深深受惠。然而花开蜂至，领域好景也吸引大量新船涌现，慢慢形成供应过剩局面，赚幅一年不如一年，迫使许多船只慢慢被淘汰；历时了6至7年后，船运供求局面才逐渐稳定下来。

在汰弱留强的数年间，升阳业绩同样大受打击，但依然存活下来；不只活了下来，还利用营运上的强劲现金流积极偿还债务，以致总债务（贷款）在过去8年大幅减少70%，资产负债表越来越健康，不再是高负债公司。资料显示，升阳在2013财政年总结时共背负9亿2091万令吉贷款，只有5885万令吉现金；然而截至去年12月31日，总贷款已锐减剩2亿7759万令吉，现金则增加至1亿3366万令吉，且仍在迅速转强中。

不发股筹钱靠自己减债

更需一提的是，升阳至今不曾发股筹钱，资产负债表成功减债，全靠自己本事。

能做到这些“壮举”，有赖于该公司在砂拉越的强大基本盘，拥有多元船舰应付各种需求、自行包办造船及维修维持工作，能更有效控制成本和素质，控制现金流，拥有更强应变能力，这些是优势所在。

在疫情冲击下，升阳2020财政年业绩被迫吞下上市以来最糟一次败仗，营业额下滑7.54%，至5亿9649万令吉，同时在船舰拨备、应收账拨备和资产脱售损失等利空夹击下，惨亏1亿4591万令吉。然而这糟糕的业绩，并无损升阳仍是强劲船务公司的事实。

随著船运需求在疫情爆发几个月后强势反弹，甚至更胜从前，升阳业绩也开始出现好转迹象。截至2021财政年首6个月营业额虽因造船业务工作量减少而下滑9.68%，却顺利转亏为盈，报净利648万令吉。虽说这样的业绩不至于令人惊喜，但却暗示最坏的时期已经过去，尤其船运部门营业额和赚幅双双开始改善，更令人有期待的理由。

在领域最坏期间，升阳除了积极减债，其实也悄悄为下一次市场荣景布局，包括不断探讨并调整船舰布局、优化海运路线、提升成本监控和船舰效率、针对性添置新船，造船业务则致力深化造船能力和维修维持设施、扩大及强化服务深度，为业务建立更强底气，静候大展拳脚的时机来临。



业绩表现取决运费起伏

疫情爆发后，船运业的风向一下子起了变化。在物流需求上涨，防疫措施影响货柜周转，原产品纷纷大涨价等诸多因素加持下，海运服务开始供不应求，运费节节攀升，苦忍多年的船运业终于再见曙光。

由于需求旺盛，海运业者如今拥有更大议价空间，能为每趟航程争取更好的收费，提升整体赚幅，而这似乎也能从各海运公司过去半年业绩中获得验证。

平心而论，鉴于疫情仍反复，目前就断言船运业将就此好转，依然言之尚早。当中仍存在不少风险，但考虑到船运服务的必要性及多年来持续淘汰多余产能，船运业目前确实处于较佳的位置上，尤其当考虑到市场恒久不变的周期性定律后，更是如此。

原产品频涨价利好因素

升阳的大本营位于天然资源丰富的砂拉越，木桐、油棕和油气业一直是公司重点服务领域，原产品市场兴衰对公司业绩具有一定影响力。因此，各原产品价格过去一年来频频急涨，对升阳而言也是好消息。

当然，运费行情是更重要的影响因素，而运费受供需环境影响难以预测，但鉴于船运业的高资本投资性质及多年低迷令新投资却步，供应短期内不太可能明显增加。与此同时，需求却异常旺盛，故展望暂时看来趋向正面。

如上文所述，升阳经多年来韬光养晦，已成功削去大量债务，资产负债表如今非常健康，利息开销对比早年也明显下滑，加上营运现金流保持强劲，目前状态已不可同日而语，若海运市场继续欣欣向荣，未来业绩料仍有很大的改善空间。

另外，砂拉越在近年政局演变中逐渐崛起成赢家，更有底气向中央争取更大自主权和资源，或也有助加快当地经济发展，让船运业受惠；一旦砂拉越获投入更多资源来发展基建和工业，船运需求料会跟著走高，为领域的中长期发展打下更坚固的基础。

整体来说，升阳业绩表现虽谷底反弹，但持续性仍取决于未来运费起伏。排除难以预测的运费不说，业务根基稳固和现金流强劲是升阳的亮点，加上越来越强的资产负债表，业绩底气显然更胜从前，而资产此时仍以大幅度折价交易，则提供了捞底机会，或许这也是公司股价近几个月开始显露升势的原因之一。至于能走多远，就要看本月公布的季度业绩能否捎来惊喜了。

组合4月微跌

马股4月起伏不定，组合在无重大消息影响下微跌0.05%。

期间，原棕油价继续改写新高，每公吨已突破4300令吉，诡异的是种植股仍毫无动静，看来市场明显低估了这波牛市行情及其对种植股的巨大影响。没关系，经验说明当力量囤积越久，时候到了就更具爆发力，笔者依然看好种植股将崛起成今年焦点之一，眼下估值极为诱人，故不排除观察本月业绩后再加进一家种植股，提升曝光率。

5月是财报季，鉴于首季业绩遇行管令拦路，组合公司除了莫实得种植，其余3家料不会有太大惊喜，但持稳料不成问题。莫实得种植业绩继续报捷料无悬念，会否再度派息更值得注意，因有机会成为估值的新催化剂。

The outlook is good.

这家公司也是较少透露出公司的方向的。唯一可以关注到的是，MESB在2021年1月进军废料再循环的行业。MESB指出，计划由王绍军带领此次的进军计划，他在回收业经验老到，且是多个涉及回收服务及可回收物料贸易的私人有限公司的股东。目前这个行业在2021财政年中贡献了1.1m的营业额和0.12的净盈利。

肯定会飞的很高只是时间问题。

There is a chance to limit up in the afternoon.