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

See the last sentence - look into M&A potentials and collaborations with local partners

Now this makes sense

"We foresee strong demand and needs for solutions in new categories such as big data analytics, e-commerce solutions, IoT platform for 5G and data cybersecurity. The group needs to expand into horizontal markets to provide innovative solutions in this area but the demand far exceeds our capacity and existing infrastructure.

"This is why the next phase for ARB is to look at M&A potentials as well as collaboration with our local partners," Liew said"

Imagine the DBTs of 23 million shares and 20 million PA were to a prominent tech investor. It could boost the credibility of ARBB as a dominant home-grown force in IoT, Cloud and ERP sphere in Malaysia and SEA region

The identity of the new shareholder should emerge soon

Something brewing. Strong and bold brew. Stay tune!

New controlling shareholder is coming. DBTs of 23 million shares (4.3%) on 10/3 and 12/3 to new shareholder plus 20 mil ICPS which upon conversion could give the new shareholder 8% equity stake in ARBB

TP RM0.82 is just conservative only. Cement's demand is picking up strongly. YTL dominates 60% of clinkers in the cement industry

He has lost his mind, his acts in the past contradicting with his belief and investment style. He is in dilemma or maybe he is an old fox hiding in the sheep's skin. He is neither a good role model nor an activities investor

People at his age should start to educate the retailers how to earn money via his insights or do charity activities. This is a time to reflect, Uncle KYY

i'm still here, patiently reaping reward

naysayers :) love u

Also remember it's dividend policy going to restart again in FY21 with at least 50% to 80% of it's earnings

KLCI 2 days of profit taking activities but Edgenta not only unscathed but recovering strongly

Everything augur well with Edgenta, recovery to high base earnings and economy, vaccination campaign, reduction of RM100 mil over the next 5 years, digitalization efforts of the Company in terms of it's solutions. Its infrastructure segment going to kickstart strongly soon

Big players is joining the parade now

Very bullish chart formation. Next 1.89, 1.93 then above 2.

Don't worry about this. TP of RM3 still maintained. Is gonna break RM2 soon

They are doing well and will continue to do so. They are entering into 2nd phase of growth. You can seek clarification from the Company for the upcoming AGM on 31/3.