tinman

tinman | Joined since 2024-03-05

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Stock

1 week ago | Report Abuse

with the way Mr Bu Yaw Seng is buying, definitely proves that this company is far below its intrinsic value trading within a very niche space that should observe positive momentum moving forward.

Stock

1 week ago | Report Abuse

https://theedgemalaysia.com/article/rohas-tecnic-secures-rm85m-contract-selangor-state-govt

Current climate crises might serve Rohas in the long run.

https://www.nst.com.my/business/corporate/2024/01/999348/rohas-tecnic-consortium-bags-rm19984m-jb-singapore-rts-bukit

Oh and the bagging of the RM199.84m JB-Singapore RTS Bukit Chagar facade contract might serve them down the line in terms of revenue and share price performance.

Stock

1 week ago | Report Abuse

With KWSP loading up like crazy definitely someone inside knows something and the fact that Malakoff is geared to cater to the macroeconomic shift towards recyclable, green and reusable energy, the omens might be in their favor finally. I heard a little bird chirping claiming that their EV infrastructure involvement is big.

Stock

2 weeks ago | Report Abuse

Rohas and its engineering involvement in power transmission grids and water & sewerage treatment is poised for a bright future moving forward with the way macroeconomics is moving and its emphasis on green tech and water scarcity the world is facing/parts thereof will face. Just basic supply and demand.

Stock

2024-04-23 10:05 | Report Abuse

A&W and now a surge in cocoa prices plus the fact that insiders are buying its shares, doesn't this just have incredible upside moving forward. Watching this closely.

Stock

2024-04-23 09:53 | Report Abuse

This has a potential to spike during the coming quarter plus it's a proper stock with upside given their business ventures.

Stock

2024-03-19 09:13 | Report Abuse

Fundamentally still a good company with positive upside moving forward.

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2024-03-05 12:56 | Report Abuse

They invested heavily in human resources and headcount for various business channels in prior years and we should be seeing a turnaround soon. Looking at the diversity in terms of product selection it is unlikely that they'll find themselves in a Body Shop scenario which is diversification done right. Their products also are a lot more affordable I find with business channels that are waiting to be tapped. The relatively low number of shares issued would also mean greater upside and momentum moving forward with possibly some investments being diverted to promotion and advertising in order to create more noise in their newer brand partnerships. Looks poised for a good couple of years given the decent balance sheet and director confidence towards the company and brands they carry.

Stock

2024-03-05 10:20 | Report Abuse

Picorp has a very strategic asset in the form of ALS Technichem. They're involved in heavy metal and environmental sample analysis. Now there aren't many players within that sector and the majority of private diagnostic labs refer samples to ALS for heavy metal screen, two other notables are Kbiocorp and Niosh. Niosh and Kbiocorp aren't very popular with the OH doctors as they're more comfortable with the SI unit and report presentation by ALS. ALS is an attractive acquisition target looking at TPG backed PAH trying to plug all the gaps but they in their own right have the capacity to deliver as more and more companies are allocating budget for heavy metal analysis. What would the future hold for Picorp? Only time will tell.

Stock

2024-03-05 09:57 | Report Abuse

Now with the consolidation exercises going on within the private market, this is certainly an attractive stock to own given KPJ's geographical distribution within Malaysia and at this stock price it looks like a prime acquisition target, since now it's mostly about IHH vs HLB-TPG. Anyone who acquires KPJ would certainly gain the leading standing in terms of market share within the country. If you look at it from that perspective, KPJ sits pretty while waiting for suitors to slip it a glass slipper.

Stock

2024-03-05 09:50 | Report Abuse

huge upside potential especially given the relatively low number of shares issued. Positives seen with company directors purchasing shares aggressively in the not too distant past.