https://www.google.com/amp/s/www.nst.com.my/amp/property/2021/05/690709/uk-estate-agents-plead-more-supply-housing-boom-rages

https://www.google.com/amp/s/amp.theguardian.com/business/2021/may/21/nationwide-predicts-uk-house-prices-will-continue-to-rise

https://www.reuters.com/world/uk/uk-property-boom-set-roll-savings-unlocked-2021-05-21/

Tony Fernandes is lucky that he got AA during the start the boom of global travel. Since than he did a lot bad mistakes - overly expanded into silly routes (i.e. high demand but at the same time cut-throat competition), adding all the non-core businesses, regularly paying dividends which is unusual for high capex industries, concentrate too much on marketing effort than understanding consumers needs. Is very hard to invest in a business that you cannot control its revenue and costs like Air Asia. His golden time is all over and not because of Covid but Covid is just the last nail in the coffin

https://www.bbc.com/news/business-57066915

https://www.google.com/amp/s/amp.theguardian.com/business/2021/may/10/uk-house-prices-increase-at-fastest-rate-in-five-years-stamp-duty-holiday

Essentially, there is no change of ownership of the 27% equity stake. It is always owned by GLL EWI (HK) Limited and continued to do so. The change was the holding companies of GLL EWI, HL Holdings Sdn Bhd and Hong Leong Company (Malaysia) Berhad ceased to have "indirect" equity stake in EWINT due to internal restructuring exercise of Hong Leong Group.

However, it is still indirectly owned by Guoco Group Limited, Tan Sri' Quek Leng Chan, Kwek Leng Beng and their related companies.

Even the Edge issued an apology statement on this

(The previous version of this article reported that Hong Leong Group had ceased to be a substantial shareholder of EWI. We regret the error.)

Nothing to be concerned of. Just an internal restructuring exercising involving Hong Leong Group. The stake is still owned by related company of Hong Leong Group

https://www.theedgemarkets.com/article/hong-leong-group-moves-27-stake-eco-world-international-flagship-company-restructuring

Next week is gonna test its 52 weeks high of 61.5

Confirmation of uptrend

The MOBE will outline the collaboration where both parties shall be working closely, including engaging relevant stakeholders and understanding regulations and specific market requirements. It will also identify potential opportunities where UEM Edgenta can demonstrate and offer its solutions and capabilities with a view of establishing a commercial structure should the opportunity arise before the end of December 2021.”

https://www.theedgemarkets.com/article/uem-edgenta-signs-memorandum-business-exploration-tap-saudi-arabian-market

Business is back to normal for edgenta. It will slowly back to its pre-Covid results

It is on uptrend. Slow but definitely

Is gonna break its immediate support of 1.87 and than above 2 soon. Stay tune!

https://www.theedgemarkets.com/article/ekovest-md-lim-keng-cheng-trims-stake-ceases-be-substantial-shareholder

Nothing special. Was a very short meeting with summarised Q&A session. I hope they can answer every question like EcoWorld International. But they understand the concerns on receivables and will improve on it. Hope to see more good news going forward

AGM is tomorrow at 8.30 am. Please pose questions to be raised during the AGM

Nothing will stop EWINT from doing well years to come. Wind of fortune is flying towards this baby

https://www.google.com/amp/s/amp.theguardian.com/business/2021/apr/12/londons-super-prime-luxury-property-market-was-world-leader-in-2020

https://www.propertyreporter.co.uk/landlords/number-of-overseas-landlords-with-uk-properties-hits-five-year-hig.html

https://www.google.com/amp/s/amp.theguardian.com/business/2021/apr/09/average-price-uk-home-jumps-record-high-march

https://www.google.com/amp/s/www.euronews.com/amp/2021/04/11/uk-eases-covid-restrictions-while-much-of-mainland-europe-grapples-with-surge-in-cases

Resistance level at 57.5, than creep up to 65 :)

We should not underestimate the impact of Myanmar's military coup. Petronas already announce force majeure. Next, maybe the case for OCK. For people that understand OCK, Myanmar is the single largest investment by OCK with USD75 mil (RM311 million), almost 60% of OCK market cap. Also, in terms of EBiTDA, Myanmar contributing 45% of OCK's EBITDA. That's significant

Thematic play is just temporary. What set it afloat is the fundamentals..it could be scathed.

Even Petronas also declares force majeure. Malaysian companies operating in Myanmar has an issue now. Coming results are just the confirmation with possible impairment of receivables


https://www.thestar.com.my/business/business-news/2021/04/03/malaysia039s-petronas-declares-force-majeure-at-myanmar-gas-field

Everyone is looking into the following quarters. Once the trade receivables are converted into cash, than it will build lots of credibility in the Company

They going to appoint Deloitte as the auditor of ARB. It is going to give credibility to its audited accounts

Boring counter, even with catalysts it can go up much. See the chart for the last 3 years. Range bound between 45-55. The only way to make money is buy when it is around 45 and than sell around 53-54. In fact now, it is facing issue with Myanmar, its 45% contributor of EBITDA

No worries, is all good for ARB

https://verietyinfo.com/malaysia/myanmars-businesses-say-the-economy-is-on-the-verge-of-collapse-cna/

https://www.klsescreener.com/v2/news/view/807299

Commendable results and maiden dividend :)

Yesterday was a hammer formation sits at the support level of 55. Today is the confirmation of next uptrend

Not exactly true as it hasn't taking account of few billion of recognised cash in JV entities mainly in Ballymore. Strong GBP meaning there going to be more RM to be remitted to EWINT.

He has collectively more than 300 million PA. He is converting them now to give him a controlling stake in the Company. Stay tune

Bullish. From bearish to rebound chart formation. Big players are accumulating. Counters like this can be like Aeon, once uptrend it can go up for many days

Hope it could go back to above RM1.20 so that IPO investors will earn back. Keep your fingers crossed

every quarter from now should be very impressive

i'm pretty sanguine on its prospects. See the last quarter and u know why. Without the gratuity payments and ESOS, the Company results should be much more impressive. The Company is extending its customers from home appliances and E&E to semiconductor, automotive and medical fields. At the same time, it is improving its operational efficiency and cost rationalisation

Ewint was listed on 3/4/17. AGM is 31/3/21 and close to 4 years of listing with bulk of the projects as in the prospectus already completed. This is time for Tan Sri Liew to excite its shareholders what they have delivered and how he going to bring it to a new level of growth

This is the only property developer in Malaysia that doesn't face the industry glut. There is a massive glut in property market in Malaysia but not UK

Previously many analysts were less sanguine of EWINT because of less projects after 2022. But check again from the annual report 2022, we can see many new projects launched by the Group in Millbrook Park, Aberfeldy Village, Barking Wharf, Kew Stadium, Action Lodge, Jubilee, Two Bridges. The rate of replenishment of new projects is getting faster

See the phase 2 growth plan of the Company, many new projects coming soon. The Company has a strong balance sheet, good business model and prospects

The BtR projects is not easy because you need the backing from the institutional investors. But from the annual report for FY21, it seems like they are going to secure a BtR project soon.

2021 gonna be year of turnaround for all companies under Syed Mokhtar

Uptrend is intact, in fact actually because many holding too long so whenever it reaches certain price points, investors just sell it. But selling pressure would get lesser. Next target is 15.5 and later 17 and than testing 20 level