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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User Comments
Stock

2021-03-02 02:53 | Report Abuse

Like its PA, it is closing the gap reflecting its strong demand. Same too when the investment community looking into deeply undervalued tech + renewable energy company

Stock

2021-03-02 02:51 | Report Abuse

It could be just of matter of time to spike up significantly

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2021-03-01 23:24 | Report Abuse

Tomorrow might break its next level of 54

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2021-03-01 17:38 | Report Abuse

Time is right for turnaround for this Company and slowly building traction in healthtech and expanding its margins

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2021-03-01 17:37 | Report Abuse

Is starting to move into healthtech and broaden its clientele to include Saudi Arabia

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2021-03-01 11:43 | Report Abuse

Let's ride this wave guys up to RM1.20. Bulk of projects as in IPO in 2017 already completing soon

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2021-03-01 11:24 | Report Abuse

First level at 48 already breached. Heading to 54

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2021-02-28 20:57 | Report Abuse

Going to test ST resistance at 48, than 54 and hopefully before AGM above 60

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2021-02-28 20:56 | Report Abuse

AGM on 31/3. Q1'21 results also the same month. I believe they are having earlier AGM this round as is gonna be a good results for Ewint.

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2021-02-28 20:14 | Report Abuse

I see that the Company is turning around soon to achieve high earning base as in the past

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2021-02-28 20:13 | Report Abuse

YTL is a recovery play. Utilities, cement, construction, hospitality and leisure and telecommunications segments. 2nd half of 2021, should be interesting for YTL as the vaccination campaign is on-going and with global economy gradually reopens. Interestingly, they bought into regulated assets with Tuaspring and Lafarge in the subdued environment

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2021-02-28 19:44 | Report Abuse

Hopefully tomorrow can break RM1.80 than heading towards RM1.98. First quarter of high earning base and if the same for the following quarters, RM2.50 level could be easily breached

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2021-02-28 11:35 | Report Abuse

Latest NTA is RM2 bil, hence the settlement amount of RM2.8 bil represents 14% of the NTA or 2-year profits. It is substantial but not to the extent of limit down. But it could go down to 2.70. But it is something that AMMB management needs to clarify to the shareholders as AMMB is not the facilitator to 1MDB but just that it managed the ex-PM accounts. The amount obviously too substantial for AMMB

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2021-02-28 10:02 | Report Abuse

iloveamsterdam It could be both investors and traders. Long story short, the demand getting higher for the PA as the investors are looking at it for both value investment and trading after commendable quarterly results by ARBB. It is an indicator of growing interests in ARBB. You can see that ARBB PA slowly creeping from high discount to premium soon

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2021-02-28 00:24 | Report Abuse

@iloveamsterdam Usually warrants or Pa are trading at premium but is contrary in the case of ARBB Pa, as the discount to the mother was once at RM0.10 but gradually decreased to RM0.025 now. It is closing the gap now. It means that the demand for ARBB shares is increasing among the big investors seeking arbitrage profits. It is a very bullish trend

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2021-02-27 21:05 | Report Abuse

Trust the pattern of Pa as well, from the gap of up to 10 cents and now 2.5 cents. It is closing the gap fast.

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2021-02-26 21:44 | Report Abuse

Gone is their 2 years of profits

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2021-02-26 16:51 | Report Abuse

Beautiful

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2021-02-25 23:12 | Report Abuse

ST resistance of RM1.56 should be easily clear by tomorrow with medium term TP of 1.98.

And as they start to learn how to adopt to new norms, they are getting better in managing their costs with technology. I see that it is at the bottom now, and is edging up soon

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2021-02-25 23:09 | Report Abuse

Despite low earning in Q1'20, with consecutive losses in Q2 and Q3 of 2020, but finally their earning in Q4'20 is back to high base of RM48.23 mil which is commendable. I strongly believe they will continue to build momentum fr from Q4 onwards with on-going vaccination programme by government. Order book is remained strong at RM12.2 bil. We are beginning to see the light at the end of the tunnel

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2021-02-25 15:27 | Report Abuse

ST resistance at RM0.46, than break RM0.50

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2021-02-25 15:25 | Report Abuse

Collecting but keep averaging up

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2021-02-25 07:34 | Report Abuse

UK Pound is heading to 4 years high! Big cash is rolling back to Ewint soon

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2021-02-25 07:27 | Report Abuse

Axiata isn’t the only firm that’s affected by the political upheaval in Myanmar. Amata Corp, one of Thailand’s biggest industrial land developers, had said the change in government would impact its investment in the country, while Japanese brewer Kirin Holdings Co ended its joint-venture partnership with the nation’s largest brewer Myanma Economic Holdings Public Co, which has ties to the military.

Myanmar as OCK's biggest contributor would be impacted with delays to complete its remaining towers as well as the collection of receivables by the coup

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2021-02-25 06:58 | Report Abuse

Thanks sellers, I collected your chips yesterday. Fly to the moon :)

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2021-02-24 19:18 | Report Abuse

OCK’s Myanmar towerco accounted for about 18% and 45% of group revenue and Ebitda in 9MFY20. Myanmar is the biggest contributor to OCK

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2021-02-23 16:06 | Report Abuse

Good food and fine cuisines need to wait. But at least is worthwhile

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2021-02-23 16:01 | Report Abuse

Give it a little more time, a day or 2 it might breach RM0.50

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2021-02-23 16:00 | Report Abuse

Today is 7th days of overwhelming bankers' chips. Buying volume very high from 40.5 to 42.5, buyers overwhelmed sellers. Arguable that the share price of ARBB didn't up a lot but at least sustainable compare to its peers

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2021-02-23 15:55 | Report Abuse

Congrats guys AEON really huatt

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2021-02-23 09:58 | Report Abuse

Manage to add some :)

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2021-02-23 06:51 | Report Abuse

The time is ripe for EWINT's JV entities to repatriate big funds back. It is gonna pay its maiden dividend soon

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2021-02-23 06:46 | Report Abuse

All adults will receive their first time jab by 31/7, a month earlier than its plan. Currently, 17.2 mil UK citizens have been innoculated

https://www.google.com/amp/s/www.cnbc.com/amp/2021/02/21/uk-speeds-up-vaccinations-all-adults-get-1st-jab-by-july-31.html

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2021-02-23 06:39 | Report Abuse

Is still a very nice closing for ARBB as market dropped a lot yesterday with 2/3 of counters in red.

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2021-02-23 06:37 | Report Abuse

Good news for UK. Gradual lifting of lockdown

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2021-02-22 07:50 | Report Abuse

With the vaccination programme commences soon and positive results from usage of Pfizers and BioNTech, with high efficacy rate even the first jab is gonna be a recovery play. I believe there is a pent-up demand once economy is fully uplifted

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2021-02-22 07:46 | Report Abuse

Aeon next resistance around 1.12 and subsequently 1.15. It may breach these 2 levels very soon.

AEON done well to restructure its operations recently especially to put AEON Big under the same roof, where it can earn management fees as well as cross-selling of products. And it is finding various ways to reduce costs and you can see an impressive last quarter despite lower revenue. Most impressive is its initiatives to go into B2B segment or larger families as well as opening of its virtual mall, with 4,000 of its existing tenants

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2021-02-21 20:22 | Report Abuse

Also, Straits is increasing its equity stake in its 55%-owned subsidiary, Tumpuan Megah to 70% for RM11.7 mil. Tumpuan Megah is the leading bunker fuels supplier in Malaysia

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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.

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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