It is undervalued. They have the regional exposure not only in Malaysia but all the major jurisdictions in ASEAN, catering over 700mil population. just started their share-buy back but already purchase >5mil shares - more to go. Even the worst outcome - they need to commit to the fine of RM155mil, within a quarter they already settled it with their strong free cashflow

we have precedent like the case of Grab. LHI just need to file in application of judicial review with Court of Appeal. Eventually Grab won. Just keep fighting

U see the free cashflow every quarter. one quarter also more than enough to pay the settlement. For LHI, it's easy peasy

disappointed company for almost a decade long. High capex but low margins

It is bad company with bad management. But if they don't do something sill then it will go up

a few positive developments (i) legal tussles already ended (ii) the Group starts to bootstrap on their capital requirements (iii) Granting of LSS5 contracts (iv) more significant distribution of dividend from JHDPP is coming

It is actually considered the best way of JAKS to resolve.

Now the legal tussle already resolved. It is a positive for JAKS as prolonging this issue is a lose-lose situation. the only parties that will benefits are the lawyers. Anyway, JAKS already agreeable to release RM50mil bank guarantee to the Star. Just that the latter was not satisfied and demanding RM134.5 million from JAKS as the balance purchase price for the land, along with late payment interest of RM43.22 million.

integration is the key across all the verticals. Not only that across the major countries in ASEAN

Hold on to it. at least till its IPO price of RM1.10. it is easily achievable with a better financial footing and its financial discipline of trimming its debt

hence, we can see a significant result for LHI. probably the best since its IPO

this is the weakening USD, much better financial results for LHI. A significant portion of Leong Hup's raw materials, such as corn and soybeans, are priced in USD. almost 70%. at the same time, it exports a portion of its products, primarily to other Southeast Asian countries. When the USD weakens, the value of export revenue in local currencies increases

With weakening of USD to 10% and with stabilised feed input costs, we will see the best profit for LHI

The best is coming for LHI excerpt from their press release previously "While easing of feed input costs, particularly for corn and soybean meal, is positive for poultry players, this is insufficient to mitigate the strong US dollar and weak poultry prices in major operating countries"

If not mistaken, they still have RM1.2bil of undeveloped land and those properties under BTR.

already 80% discount as compared its IPO price. The management team is useless but they are highly paid

High capex business and constantly in need of new capital. it is hard to turn into a dividend stock. many have stuck into this stock and the only bull is RHB. I believe RHB is the banker of OCK

commendable results; RM186.5m trimming of debt, RM400m of cash flow from operations and RM273.6m of free cash flow. Philippines, Vietnamese and its core market, Indonesian are doing extremely well

5 consecutive quarters of contraction in earnings

lousy management team and not able to grow its earnings

even the management team is highly paid. similiar to the CEO of a listed company

the CEO and management team should be sacked. their transformation plan EOTF2024 is a total failure

and the business

the founder already hopeless and cannot have a good grip of her position

when you have too many retail shareholders, then it is hard to push up to it previous highs. each level is its resistance point

Revenue for last Q has increased 36% but the net profit margin is only 5% due to higher freight charges. It means that most likely they outsourced the jobs to China. So they are not a full-fledged EMS player.

Soon all the institutional investors are selling off their shares. This is going to be retailer play & mostly for trading

this can be used for trading but the confidence is lost and with many uncertainties

this is the case whereby a low value-added EMS player trying to position themselves as a full-fledged EMS player. and overleveraged on share margin financing. You check the owner and management profile & it tells a lot of story. They are not engineers which is crucial to grow this business, pitch for jobs by understanding clients' requirements and also to understand the emerging trends

it is just a low value added back-end manufacturer

Analysts and fund managers who have visited the plant have raised doubts about its status as a full-fledged EMS facility. Some have described it as a low-value-added operation, more like a basic contract manufacturing setup than a sophisticated EMS provider, as some might have thought.

Furthermore, there have been allegations that Cape EMS has outsourced a portion of its manufacturing activities to Chinese firms, which — if true — could undermine its claims of being a comprehensive EMS provider.

https://www.msn.com/en-my/money/topstories/cape-ems-comes-under-intense-scrutiny/ar-AA1p2z4N?ocid=msedgntp&pc=DCTS&cvid=e522ce7e0eff4498a32fc2702e5f4208&ei=11

highly paid CEO and management team

https://www.klsescreener.com/v2/news/view/1372723/marc-ratings-says-32-km-spe-concessionaire-has-cashflow-issues

haha useless management team of Senheng

But CVSKL still rented their space. But still they are much more profitable than Cengild. the management team of Cengild is not capable of growing the business but yet not prudent on the Capex spending

They just follow the same model as CVSKL but specialise in Gastrointestinal & Liver Disease

a bit of uptick to 18.5. Keep the momentum going. downside 10% with upside of 100%

Patiently waiting. But it would not take too long as we can see that the uptrend is still intact. this is a buy of recovery and turnaround. stay tune !

it is hidden gem. when it is at around 17 cents, u can accumulate it

It is a gem in the where government allocated the most funding in. Price-to-free cashflow is only 10x, free cash flow for FYE21-23 were RM13.7m, RM7.9 and RM7.1 respectively which allows the Company to pay at least 5% dividend yield. its PE is trading at single digit and it is a growing company with FYE2023 was their best revenue ever

this Group would not up merely on the good results. More on resolving its internal and external issues i.e. repatriation of funds from its Vietnam's JV, maiden dividend, successful off the court settlement and even halting of the funds raised from equity. I believe they are resolving all the issues

the longer JAKS stays around 18-18.5 cents mark, the uptrend is going to be stronger. we going to see another 20-30% upside in the short term

with countries like Vietnam & Malaysia ramping up on the building of AI data centers, they need more energy consumptions. we shall see the boom for companies like JAKS. stay tune. don't sell your chips cheaply

worst outcome we still can see upside of at least 20% to 24 cents. best outcome it could go at least 100%. Notwithstanding this, we can see downside of 10-15% but with upside of at least of 100%. worth the risk

i already raised tons of questions and concerns to the directors. i done my best as the shareholder. now is the turn for the directors to savage on the issues and shortcomings. But I think the light is at the end of tunnel

All the bad news already here. even the most subtle good news also will elevate this counter. stay tune guys

The trend is imminent. Uptrend. It is your best fren

Let it flies. Last chance

slow but definitely. JAKS is terribly managed company but it is not in financial distress. all dogs have its days even the blackest one