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

2021-02-21 20:18 | Report Abuse

Straits raising RM25 mil via private placement and debt level increasing. But this is good debt as the Company is acquiring 3 oil tankers and bunker barge during subdued market, with the largest being MO Satu for USD$4.5 mil (or RM18.6 mil) and is well-positioned to capture growing demand for its bunkers from Singapore. Shipping demand is surging due to increased demand on furniture and household goods, e-commerce items and medical appliances.

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2021-02-21 20:13 | Report Abuse

ST resistance level at RM0.19 and is gonna break soon to head to RM0.22. First batch of vaccines already reached Malaysia and is gonna be a recovery theme

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2021-02-21 14:49 | Report Abuse

Even the best stocks will sometimes underperform the market over a twelve month period. Just focus on high quality stocks with solid prospects and stick with your TP. It's always interesting to track share price performance over the longer term.

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2021-02-21 14:35 | Report Abuse

The 10-year Malaysia's Digital Economy Blueprint bode well with the prospects of ARBB to become a reputable regional digital solution provider. Essentially, it is not only layout and strengthening the digital foundation of the country but also accelerates the growth of ARBB in terms of the implementation of IoT, AI and ERP

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2021-02-21 14:28 | Report Abuse

Is highly possible to reach RM1. With ROE and EPS for FY20 of 27% and 10 cents respectively, essentially they are investing huge chunk of profits at at high rate of return. Even with using PE multiple of 10x and historical earnings based on FY20, the current value is RM1.00. But we can only use PE and discounted cash flow to value traditional businesses not tech companies like ARBB. When looking into tech companies like ARBB, we need to see the revenue growth, strong balance sheet and business model. You can argue that the Company has high receivables but it is make sense as due to its business model

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2021-02-21 14:23 | Report Abuse

Also bear in mind, ARBB is working with China Unicom, which is a Chinese state-owned telecommunications operator to collaborate and undertake smart building projects and other ancillary businesses with focus on Industry 4.0 related technology. The scope of work includes, the knowledge-transfer from China Unicom in the areas of IoT, AI and smart building platforms and applications. China Unicom is the world 4th largest mobile service provider in the world

This collaboration is going big in the area of 5G, with the construction of telecommunication towers and buildings.

Stock

2021-02-19 08:44 | Report Abuse

Is on uptrend. See whether can break ST resistance of RM0.19 today and skyrocket to RM0.22 level

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2021-02-18 16:00 | Report Abuse

the record quarterly earning was RM118 mil in the last quarter of 2019. This time around the quarterly profit may even higher than the best annual profit of EWINT in 2019

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2021-02-18 15:27 | Report Abuse

coming quarter earning should be huge with handovers of Yarra one and half of Wardian with GDV of AUS$243 and £212 mil (effective stake of 75% x £566 mil / 2). It would be the highest quarterly earning by record, with completion bulk of projects as listed during IPO.

News & Blogs

2021-02-18 15:14 | Report Abuse

Hi Uncle KYY, you don't use PE to value a tech company. You got it all wrong. Else, no one buying into wonderful tech companies like Amazon, Google, FB, Tesla etc. We need to base tech companies on revenue growth, strong balance sheet and business model. And pandemic theme is slowly evaporating in the air. Now they have high margins and volume but how 2 years down the road

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2021-02-18 08:47 | Report Abuse

Many are looking into semiconductor counters, but if you see their valuations are at sky high when you compared with Samsung and TSMC. Need to look into other growing areas of tech like IoT, Big Data and ERP. The business model for ARB is unique as they position themselves with SMEs, forming a JV co and getting % of their revenues

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2021-02-18 08:43 | Report Abuse

Is just turning from bear to bull. And many months of accumulations. See the indicators and you will know. Earnings moving to elevated level. Even if you backload the entire conversion of PA, the shares base is not high.

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2021-02-16 09:19 | Report Abuse

@BabyAce. Nevermind, let's results hit those naysayers with humility

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2021-02-16 09:17 | Report Abuse

Just stay compose for now. Fair value is still much higher. The lowest tech company valuation with good growth

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2021-02-15 18:33 | Report Abuse

Record quarterly's topline and bottomline for ARB

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2021-02-15 15:04 | Report Abuse

Stay strong arb. Is gonna be 50 cents minimum

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2021-02-07 18:10 | Report Abuse

ARB is coming already. Stay tune for tomorrow

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2021-02-07 17:21 | Report Abuse

It has been a very long time that Bioalpha is fully traded by retailers. Last time was somewhere in Jul 2020. Without this, is very hard for it to move. Need to wait the next catalyst. Perhaps, good results. Just my 2 cents view.

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2021-02-07 17:18 | Report Abuse

After they announced rights issue, bankers chips slowly diminishing high volumes with uptrend but not sustainable one. Now it is downtrend with only retailers in

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2021-02-03 12:27 | Report Abuse

When the dust is settled, economy in UK should start its vibrancy. Is coming fast in the matter of months

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2021-02-03 12:25 | Report Abuse

New cases in UK have gone down from 68,053 on 8 January 2021 to 16,840 new cases per day on 2 February 2021. More than 10 million UK citizens have been vaccinated or 10% of the 100 million of people that have been vaccinated. At least 2 million vaccinations per day and by the start of summer end of June 2021, 50 million or 75% of UK citizens would be vaccinated. By summer, UK would be amongst the first country in the world to be free from Covid-19.

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2021-02-01 11:39 | Report Abuse

A headwind to OCK with military staged a coup and declared state of emergency today. In Myanmar, OCK owns over 900 towers (almost 1/4 of its total towers). The group has more than 500 telco sites outstanding in its order book. OCK could face delays in completing its towers in the pipeline and possible collection issues, amidst the state of emergency

https://www.freemalaysiatoday.com/category/highlight/2021/02/01/army-declare-1-year-state-of-emergency-after-seizing-myanmar/

Stock

2021-02-01 07:43 | Report Abuse

Partnership with Boxed is good news. First, they can tap into B2B, utilising Boxed’s infrastructure by selling to enterprises and even large families. Second, they can ramp-up the development of AEON’s virtual mall that caters not only for AEON’s retail business but also for its 4,000 tenants. In essence, this partnership is a game changer to AEON into their virtual mall and B2B market. Boxed is very credible, with proven business model in this area.

Covid creates a lot of headwinds to AEON, especially on the reduced rents collected from all its assets and reduction in footfall especially during CNY festive season. But AEON being the biggest retailer doesn’t wait but rather keep innovating and forged strategic partnership to grow its businesses. AEON has proven that its businesses will continue to grow once the dust is settled.

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2021-01-19 20:31 | Report Abuse

No wonder that despite aggressive hard selling by William Hon, but the share price is nor going anywhere.

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2021-01-19 20:29 | Report Abuse

Non-stop fund-raising activities since 2015, amongst others i.e. rights issue, ESOS, private placements since 2015. With this round, it raised above more than RM100 mil in new equity and creates a huge dilution in share capital

Stock

2021-01-13 21:46 | Report Abuse

In fact, now is a good news for Ecoworld as the merger proposition by UEM no longer attractive now

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2021-01-13 21:45 | Report Abuse

As the biggest land owner with 9,000 acres of land, major property overhang in Johor is a big concern. HSR project supposed to be a saving grace for UEM. The merger benefits UEM more than EcoWorld as it can tap into its expertise in building community centric townships

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2021-01-13 21:35 | Report Abuse

As the biggest land owner with 9,000 acres of land, major property overhang in Johor is a big concern. HSR project supposed to be a saving grace for UEM. The merger benefits UEM more than EcoWorld as it can tap into its expertise in building community centric townships

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2021-01-13 21:24 | Report Abuse

And the proposition by UEM no longer attractive with the called-off of HSR

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2021-01-13 21:23 | Report Abuse

That is one of the reasons why EWINT is trading almost at all time low

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2021-01-13 21:21 | Report Abuse

As from the letter dated 2 October 2020 to Eco World Development Group Berhad sent by UEM Group, it was stated in one the conditions precedent that the Proposed Merger conditional upon the shareholders agreement entered between Tan Sri Dato' Liew Kee Sin ("TSDLK"), Eco World and Guocoland Limited amongst other their shareholdings in EWINT being terminated, becoming ineffective, amended ot waived in order for them to participate in the Proposed Merger

It means now that the major shareholders solidify their commitments to continue to grow the business of EWINT

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2021-01-13 21:19 | Report Abuse

Good news for Ewint for UEM - Ecoworld called-off the merger

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2020-12-30 20:04 | Report Abuse

UK vaccine approved for use in the UK. 2nd vaccine approved in the UK

https://www.google.com/amp/s/www.bbc.co.uk/news/amp/health-55280671

Stock

2020-12-30 19:43 | Report Abuse

Gonna be a big boom in the UK economy after this pandemic. Ewint is in the sweet spot to flourish further

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2020-12-25 07:25 | Report Abuse

I can tell you some of my investments in the past, I experienced prolonged drought. Maybe up to 3 years, without any capital appreciation. Some in deep red. But once time is right, they turned out not only a turnaround counter but a multibaggers.

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2020-12-25 07:20 | Report Abuse

Just enjoy the Christmas guys. Just slowly counting your blessings. Make it a blessed and merry Christmas

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2020-12-25 07:18 | Report Abuse

You can be frustrated and even be exasperated. Everyone will but remember your investment horizon. It is for investment that you can keep for years, without worrying about its future and financials. Every little thing in the Ewint wishlist would slowly come true