warchest

warchest | Joined since 2015-04-23

Investing Experience Advanced
Risk Profile Moderate

i'm nibbling now because of its value

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Stock

1 day ago | Report Abuse

We should able to see the turnaround of business in MMSV

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1 day ago | Report Abuse

The global Semiconductor industry appears to be nearing the end of a down cycle and is expected to begin
its recovery soon. The outlook for 2024 points to an upswing in the worldwide Semiconductor market.
The Group anticipates the sales revenue to improve gradually over the forth coming quarters. Moreover,
we have successfully secured new businesses in the likes of the Medical and Energy Storage industries.
We are cautiously optimistic that we will benefit from these new markets.

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2 days ago | Report Abuse

RM157m can easily be sorted out with 1 quarter of its profit. Remember its feedmill segment contributed 60% of its earnings. Not by selling chicken and eggs

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2 days ago | Report Abuse

The raw materials for its feedmill business is at 3-year low, back to pre-pandemic. It'll bode well for its business

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2 days ago | Report Abuse

That's why RM1.08 it is a baseline. However with their growth in earnings and regional exposure, it could be much higher even surpass RM1.20

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2 days ago | Report Abuse

It is the only integrated poultry player with regional presence in all the 3 most populated countries in ASEAN. With automation & solar panels used in their farming & manufacturing facilities, it is a much larger Group than what it is during its IPO. See the revenue trend and u can see that it is slowly grow from RM6b to RM10b profit per annum with higher margins

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5 days ago | Report Abuse

RM500k per person for each management team. That's exorbitant for the level of experiences

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5 days ago | Report Abuse

They need to do cost-cutting measures. 2 Directors are taking above RM3m of remunerations while 5 management team are taking RM500k per annum. Even the CFO is only 32 years old only while the rest of the management team is quite young. All-in-all, RM6-7m paid to 7 persons

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5 days ago | Report Abuse

Good or not, you can analysis both Qualitas & Mediviron business models and financials. You can buy their documents via SSM. So far Cengild is still wobbling with their financials and business model

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6 days ago | Report Abuse

It is multinational poultry company that have presence in many developing countries like Indonesia, Vietnam & Philippines. We are talking about population of 470m. lHI braces to grow strongly for the ensuing years

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6 days ago | Report Abuse

Based on its strong results going forward, the RM157m is not a big sum for them. Importantly to deal with the cartel allegations and reputation that matter. It is going to be a golden year for companies that deal with food security

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6 days ago | Report Abuse

Its subsidiary, Teo Seng recorded 5-fold in Q4 2023 results to RM66.9m. We going to see bright prospects & result for LHI for the ensuing years. RM1 to above is a reasonable fair value

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1 week ago | Report Abuse

70 cents is imminent in short term. 50% upside from this level is not impossible

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1 week ago | Report Abuse

70 cents is imminent. It is going to achieve record quarterly profit

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2 weeks ago | Report Abuse

Nice entry price now. It is the new Sasbadi with new pillars

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2 weeks ago | Report Abuse

If this Group is already been more than a decade long, then it is fine but not now. It is a high risk strategy at current juncture as they are still figuring the building blocks

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2 weeks ago | Report Abuse

They have a bad management team that wobbling around about their business strategy. light business model is a good strategy like in the case of Qualitas and Mediviron with high EBITDA. As a small Group with track record of 2017, it is bad strategy to commit such a high capital expenditure

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2 weeks ago | Report Abuse

slowly inching up to 60. 70 cents should be an interesting level

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3 weeks ago | Report Abuse

first time for many years, I see a healthcare counter that down so much. Typically, healthcare companies should be the most resilient counters

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3 weeks ago | Report Abuse

The worst performing healthcare in Bursa with almost 50% contraction. I believe many shareholders have doubt of the recent Proposed Acquisition and change of business model from asset light to heavy

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4 weeks ago | Report Abuse

all the stocks related to the national food security will go up. MSM already already a multibagger. LHI easily can go up 50% from this level

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4 weeks ago | Report Abuse

it is going to test 60 cents level very soon

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1 month ago | Report Abuse

it is a dirt cheap to buy when the government decided to let the price free float. We can see the financials would get better every quarter.

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1 month ago | Report Abuse

Fundamentally, nothing wrong with this Company. It is a growing company from RM7b revenue a few years ago to RM10b now. With floating prices & serving more than half billion of population in Indonesia, Singapore, Malaysia, Philippines and Vietnam, it is a brainless value proposition. They are working hard to strike-off the allegations by MyCC which is baseless

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1 month ago | Report Abuse

Let me put this thing into context. I can say that the venture into UK and AUS generally is a failure. Else this actually not only worth RM1.20 (IPO price) but probably worth RM2 at least after 7 years. All the narratives of glut in the property market in the UK & Build-to-rent somehow didn't work according to the plan. Notwithstanding this, conservatively I believe this Company can at least extract RM1 of value, including dividend payouts

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1 month ago | Report Abuse

Something that it needs to clarify on the Q4 2023's results:-

(i) There were impairment losses of an amount owing of RM90.9 by EcoWorld London. What was the basis for such impairment losses;

(ii) The admin and general expenses are still at elevated levels of RM10.6m per quarter vs YOY of RM9.3m despite much reduced activities. What was the reason behind this?

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1 month ago | Report Abuse

It is silly to incur more borrowings to finance this expansion plan

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1 month ago | Report Abuse

This acquisition should be scrapped. The management should re-think again of its business model. It is costly to operate a hospital without relevant expertise due to its high fixed overhead & capital expenditure & it is an impediment for its to scale up. In total RM180m needs to commit to this expansion plan

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1 month ago | Report Abuse

Yes, it supposed to be an asset light business model. To have a hospital set-up, it is costly to operate with gestation period of 3 to 5 years upon completion. Focus should be to build its business since it is relatively new healthcare group that was established in 2017

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2023-10-05 20:40 | Report Abuse

Useless management. The share price is going down everyday

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2023-09-28 09:38 | Report Abuse

TLKS is a property mogul & he doesn't even need to sell his stake. Is a rebalancing of portfolio & consolidation of interest by the major shareholders for upcoming corporate exercises. It's obvious

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2023-09-27 21:44 | Report Abuse

Need to reach 50 cents to regain confidence

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2023-09-23 07:44 | Report Abuse

Based on current trend, going up to 30 cents is imminent. Just need wait a bit

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2023-09-23 07:42 | Report Abuse

Previously strong support line is around 19, now 21.5. At this level to go back to 24.5 is easy. Like it or not, at least John Chew is steadfast on his decision and provide the relevant info on its VWAP

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2023-09-21 12:12 | Report Abuse

Amount of RM800m of cash by 2024 is the bare minimum. Bear in mind amount owing by JVs are more than RM1.2b. Aside from their effective interest of unsold units of RM800m, the JVs also have cash in their books. They also have land held for development

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2023-09-21 12:03 | Report Abuse

Which I reckon is highly beneficial for the shareholders

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2023-09-21 12:02 | Report Abuse

Rather than keeping the cash idle & earn 3-4% interest, they instead distribute to the shareholders

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2023-09-21 12:01 | Report Abuse

U must remember the capital allocation concept. They can be many listed companies. No projects also keep the cash for many years, even a decade long

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2023-09-21 11:57 | Report Abuse

You cannot use this basis to calculate. In reality they are not selling their assets, repay all the liabilities & excess to distribute to the shareholders

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2023-09-21 09:54 | Report Abuse

This is a calculative risk. U know what's the value in this Company

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2023-09-21 09:52 | Report Abuse

But for sure, you will get good things ...

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2023-09-21 09:51 | Report Abuse

Like it or not. If market turns conducive in 2024 you can expect more from this Company. Remember life is a box of chocolates, you will not know what you are getting into

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2023-09-21 09:48 | Report Abuse

U buy now at 37cents. They pay u 6 cents and in 2024 they can pay you another RM800 m (33 cents) from the unsold units. What it indicates to you. You get free shares but still got a property development business in the UK and AUS

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2023-09-21 09:44 | Report Abuse

How can it worth less. With the current cash level after repayment of all borrowings (now is debt free) & reservation for working capital, it still have RM1.1b of unsold units or their effective portion of RM800m that can be distributed as a dividend for 2024

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2023-09-20 13:01 | Report Abuse

Last quarter NTA was RM1.02. By end of Sep, around 69 cents after distribution of 33 cents. If they distribute another 20 cents, it still has 49 cents NTA

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2023-09-20 11:05 | Report Abuse

Next tranche of dividend

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2023-09-20 11:05 | Report Abuse

Don't worry about this baby. 40 cents is easy. 10 cents is conservative but 20 cents is possible too

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2023-09-19 13:32 | Report Abuse

40 cents in the making

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2023-09-14 15:44 | Report Abuse

If what quoted by RISK8888 is true then is a win-win situation for all provided the settlement can choose by ways of cash or EcoWorld shares