Ewint would not be affected by Cukai Makmur as its profits are from overseas, predominantly in the UK unlike its sister company, EcoWorld Group

When is at high when KYY was aggressively promoting, it is a value trap. But now when they are back to their pre-Covid level, it could be a value buy. This is how investing works

Trade or invest based on your own strategies. Not from the words of those promoters. Their words carry no weight at all in i3

The more aggressive certain promoters promoting this counter, it will drop more. Their credentials already tarnished long time ago. No free meals in this world. We can learn a lot from all the lessons from the past. Just search.

Too heavy. Too much expectations that is why hard to break even at RM0.50

Let's see whether they can overcome the operational disruptions and diversify successfully or not

Next week gonna be interesting. If it can breach 16.5, we can see much of upside

Anyway, the value proposition is we are having overseas properties in UK and Aus. Something that differentiate from other property developers in Malaysia

No worries, fundamentals and business are intact. Just wait and all be alright. Ewint will follow as high as Ecoworld. Just matter of time. See the chart and u know is coming. Slowly but definitely

Managed to get ewint low. Waiting it to break 2-year high soon

They issued free warrants for subscription of IPO shares. This is a sweetener but they don't need it to be subscribed as they knew that don't need additional funding. They just need a bridger fund for the initial projects

From Ewint's perspective, issuance of warrants is not for fund-raising purpose but is a sweetener to garner interests in its IPO back in 2017

Most likely warrants would just lapsed. The Company does not need any funding especially for Ballymore and its Australian's subsidiaries. For new projects, with low net gearing of 0.18x as at 31/7/21, they could easily raise funding with low interest rates. Bear in mind, with many projects handovers soon substantial cash inflows are coming

The ARB Cloud Cosec features an integration of all companies in Malaysia that enable the services to be targeted at company secretary firms, public listed companies (PLCs) and small and medium enterprises (SMEs).



The rollout of ARB Cloud Cosec will help to create a sustainable recurring income of RM100 million per year for the group. In the near term, ARB group aims to capture 10% of the PLCs market and another 20% of the SMEs market.

https://dagangnews.com/arb-jangka-mampu-jana-rm100-juta-setiap-tahun-menerusi-pelancaran-arb-cloud-cosec-9223

Importantly is to build its competency and restructuring in EcoWorld London to enable greater focus on development management

As a matter of fact, as compared to FY20 the net debt as at 31 July 21 has decreased from RM949 mn to RM529 mn, giving a net debt ratio of only 0.18x

Nope, EWINT future revenue stands at RM1.357 bn (£237 mn) and RM75.9 mn (A$25 mn) for UK and Aus. Collectively, RM1.433 bn of future revenue as at 31 August 2021

Lower profit in Q3'21 means higher profit in Q4'21. Less handovers meaning higher handovers in Q4'21. A03 of Embassy Gardens with effective revenue of £71 mn, Kew Bridge effective revenue of £70 mn and Barking Wharf Phase 1 with effective revenue of £8 mn, going to be recognised in Q4'21.

As for the completed developments, Ewint can recognise immediately the unsold units from Wardian, LCCI, West Village and Yarra One. That's why the Company is expecting substantial cash inflows by Q4'21

Quek's family is holding. Institutional investors and Ecoworld's directors are holding too. Prominent investors and honchos of listed companies as well. Collectively more than 80%. We are in the 20% riding wave with them. As long as is producing asset company, I don't mind holding for years.

Accumulate for another round of bumpy dividend. Unsold units can be recognised immediately. Easily RM0.60 soon

https://www.thestar.com.my/business/business-news/2021/09/01/uem-edgenta-aims-for-12-annual-revenue-growth-in-next-five-years

Same people kept talking about QES previously when it was 30++ cents. Now, Qes already 80 plus cents. Aimflex gonna have the same pattern as Qes

Hold on guys. They are into booming business i.e. ATE and equipment with the likes of Vitrox, Pentamaster, Greatech, Genetech, ATA IMS, Qes. Business distruptions due to Covid and 60% workforce capacity are temporary. See the Q4 2020 results you will know how much they can achieve when those distruptions are gone

We should see 52 weeks high soon

As long as your entry price is low, you could win big. Patient is the hardest skillset that u can gain

It is because new scalable projects are coming soon. That's why they need to do ramp up on hiring and production. They have 2-3% of market share in the automation specialised equipment and machinery market, together with Penta, Greatech and Genetec. The demand for automation production across different industries i.e. O&G, semiconductor, home appliances and auto will bode well with the prospects of Aimflex

Don't worry with new business model in place and growth through Edgenta NXT, we should see the fruits from it soon. It has been on consolidation mode for a year and soon it will reach RM2 and later RM2.50. The chart and accumulation patterns do not lie

Beautiful. Is gonna be the next Penta, Genetec and Greatech

I remember when I hold QES and Genetec many people rubbished these counters. Now, all the investors idolised these 2 counters. Same in the case of Aimflex

Aimflex is in the same industry as Pentamaster, Greatech and Genetec. All of them into manufacturing and distribution of automation specialised equipment and machinery. Aimflex is totally undervalued

CLSA is not reliable for KLCI market due to our political issues. Since the ruling party lost 2/3 of the majority, our market is wobbling. More reliable for Hang Seng Index. But is a good sharing anyway.

Uptrend is imminent. Low risk buy when all the technology counters are on uptrend everyday. Should see it breaches above 20 soon

No worries, coming. As early as tomorrow

Naive is believing on something that someone can't. Is an essence of hope. Without hope, people would not survived in this world

Maybe a hammer later. Support for Boustead is strong

With right transformation plan, it could go back to its glory days. Remember it was around RM3-RM5

looking into RM1 soon

Boustead 72

comingg guys

Better indicator of whether Ewint is doing better y-o-y is to look into its Q2' 21 sales

(1) UK's sales increased from £9 mn to £24 mn (RM52.2mn to RM139.2mn) - 2.67 times ;
(2) Aus' sales increased from A$1 mn to A$15 mn (RM3.2 mn to RM47.4 mn) - 15 times;
(3) Significant paring of debt from RM1.28 bn to RM0.844 bn; and
(4) RM120 mn or RM0.05/share as dividend payouts this quarter

Solely Q2' 21 the Company has secured a commendable sales of RM190 mn that will be recognised in the future. That's sizeable and up to May 21, the total sales exceeding RM1 bn. It shows pent up demand of properties in UK and Aus and its ability to replenish its sales

Results actually commendable. Profits for Ewint based on units handed over. As long as sales keep increasing, no of of handed units will keep increasing. If lesser this quarter, more units in coming quarters

“The Group has witnessed a recovery in local demand across the UK and Australia property markets in the second quarter of FY2021. Sales of EcoWorld London, our joint-venture that focuses on the outer zones of London, has seen a substantial increase in sales (from £9 million to £24 million) in the second
quarter of FY2021 compared to the same quarter in FY2020. In Australia, our West Village project has
also seen a marked increase in sales (from A$1 million to A$15 million) over the same period.
Apart from an increase in contracts exchanged (SPAs signed), the reservation pipeline has also been
growing, a sign of markedly improved sentiment. This enabled our total sales and reservations up to 31
May 2021 to exceed the RM1 billion mark,” said Dato’ Teow Leong Seng, President & CEO of
EcoWorld International.

Material sensitive information on the privatisation. Standard reply, like the other else. But the way they answered, seem like it is on-going but just haven't finalised

Previous LTAT's intention was to test the market. Now they know they can't privatise Boustead at low offer price. Anything above RM1.20 is more reasonable

The value is in the holding Company, Boustead Holdings owns 80 investments in listed and non-listed entities. If you break-up in parts and sell them, it could be worth more than RM3

AGM is 24/6/21. We could see some good news

Long way to go. But we can see the light at the end of the tunnel. New management is doing the right things to boost its market cap to commendable level, with sustainable core businesses

https://klse.i3investor.com/m/blog/TimelessInvestment/2021-06-05-story-h1566073244-Boustead_Holdings_Bhd_BHB_A_Turnaround_Story.jsp

https://www.theedgemarkets.com/article/serba-dinamik-take-legal-action-against-external-auditor-kpmg-negligence

thanks Duncan