winsenlim68

winsenlim68 | Joined since 2021-03-24

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Stock

2022-06-27 09:34 | Report Abuse

good time to look for undervalued construction stocks

Stock

2022-06-23 15:30 | Report Abuse

OM Holdings and Press Metal are among the prime beneficiaries that have a significant advantage over global peers, given their access to eco-friendly low-cost hydropower. Commodity prices may stage a reversal once the lockdowns in China are eased, which will improve demand and support prices, backed by favourable supply demand balance

https://www.omholdingsltd.com/wp-content/uploads/2022/06/2022.06.23-UOBKH_Eco-Friendly-Smelters-In-Sarawak-Set-To-Be-Global-Champions.pdf

Stock

2022-06-08 13:59 | Report Abuse

the company's profit should up yoy for FY22 supported by external tailwind in both China and Europe

Stock

2022-06-06 22:04 | Report Abuse

hugeeee dumping on 31st may

Stock

2022-06-01 11:56 | Report Abuse

BUY, new SOP TP of MYR0.66 from MYR0.76, 35% upside, c.4% yield.

We expect a stronger FY22F earnings growth of 32%, partly driven by the revenue streams from the services segment, ie Ranhill Bersekutu and Ranhill Worley. We gathered that Ranhill
Worley – together with Malaysia Marine & Heavy Engineering (MMHE MK, NEUTRAL, TP: MYR0.42) – was successful in a bid for Petronas’ parallel front-end engineering and design works for the Kasawari Phase 2 project,which should further support earnings. Potential rerating catalysts: i) Higher than-expected rate hikes for Ranhill’s Johor water operations, ii) positive
outcome for its ASEAN expansion plans (ie source-to-tap water project in Indonesia), and iii) project wins related to water and renewable energy.

https://research.rhbtradesmart.com/view-file/hash/125692320663902996296ca547073a?NO_CACHE=44bf8b951a0e3063a65567fed863c612

Stock

2022-05-23 00:15 | Report Abuse

https://www.thejakartapost.com/news/2020/06/02/djuanda-project-to-provide-access-to-clean-water-in-greater-jakarta.html

If I remember correctly, Ranhill had a collaboration on this. Anyone have any new updates on this? Hope Ranhill can get the job from it

Stock
Stock

2022-05-05 12:26 | Report Abuse

https://klse.i3investor.com/blogs/Ranhill8/

Like any other recovery play, I trust Ranhill may still have some catalyst up their sleeve

Stock

2022-04-28 11:06 | Report Abuse

dead stock. got court case. no money to push

Stock

2022-04-23 15:46 | Report Abuse

As oil price remain elevated, I believe this would present opportunities for Ranhill engineering segment. Upstream increases capex which also means more works/maintenance jobs

Stock

2022-04-11 16:06 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/04/06/moody039s-malaysia-to-record-6-economic-growth-in-2022

With the reopening of international borders, the influx of tourists would provide some boost in terms of consumption

Stock

2022-04-06 14:55 | Report Abuse

Thanks Sslee for your reply. I think I'll still keep for now

Stock

2022-04-06 14:53 | Report Abuse

https://klse.i3investor.com/blogs/Ranhill7/
Just wrote another piece on the company. HODL!!!!!

Stock

2022-04-01 09:53 | Report Abuse

dont think it will up for this so-call recovery stock. operator keep throwing price down while u keep buying operator stock

Stock

2022-03-24 16:32 | Report Abuse

So what was your conclusion sslee? kind to share your thoughts?

Stock

2022-03-21 18:09 | Report Abuse

Good
1. Sarawak development – local based CMS will be beneficiary for its business involvement in cement, construction, construction materials trading, road maintenance, property, telecommunications including 5G, Petros (think that is why the proposed acquisition)
2. OM – commodity prices still looking good for this year
3. Governance – considered as quick enough to fix (as u see some companies drag the issues for long, not good for business)
4. If MPAS can be start production anytime soon

Not so good
1. If covid comes again & affect economy

News & Blogs

2022-03-18 13:57 | Report Abuse

what i like is the good margin, there is a buffer keep when giving out cash and also interest to collect. and risk is minimised with pledges/ collaterals. is like volume game also - open more stores process more transactions, get more cash give out more loans. the market share got room to grow

News & Blogs

2022-03-18 13:35 | Report Abuse

what i like is the good margin, there is a buffer keep when giving out cash and also interest to collect. and risk is minimised with pledges/ collaterals. is like volume game also - open more stores process more transactions, get more cash give out more loans. the market share got room to grow

Stock

2022-03-16 11:25 | Report Abuse

very good question sslee. Hopefully the management would revert again soon

Stock

2022-02-20 23:29 | Report Abuse

https://www.theedgemarkets.com/article/bursa-chairman-companies-ignore-esg-will-be-deprived-equity-debt-financing

Companies that choose to ignore sustainability/environmental, social and governance (ESG) considerations in their business will not be sustainable as they will be deprived of both equity and debt financing to fund their projects.

According to Bursa Malaysia chairman, Tan Sri Abdul Wahid Omar (pictured), these companies will have to pay a higher insurance premium to underwrite some of their risks and will have difficulty in recruiting talents to drive their business.

Thankfully Ranhill business nature revolves around ESG

Stock

2022-02-15 08:45 | Report Abuse

MARGMA expects demand for gloves in 2022 and 2023 to be 10%-15% higher than pre-pandemic level

https://www.theedgemarkets.com/article/margma-expects-demand-gloves-2022-and-2023-be-1015-higher-prepandemic-level

Stock

2022-02-15 08:44 | Report Abuse

MARGMA expects demand for gloves in 2022 and 2023 to be 10%-15% higher than pre-pandemic level

https://www.theedgemarkets.com/article/margma-expects-demand-gloves-2022-and-2023-be-1015-higher-prepandemic-level

Stock

2022-02-11 08:33 | Report Abuse

would its gloves give better results with high omicron cases everywhere?

Stock

2022-02-10 08:53 | Report Abuse

this rieter seems like AT existing client since last time

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2022-02-08 10:58 | Report Abuse

https://klse.i3investor.com/blogs/Ranhill6/

Long term investors need to hold tight! i believe in their energy business

Stock

2022-01-19 10:28 | Report Abuse

Actually, another potential catalyst could be the remaining project from the Rasau Water. Hopefully they will atleast get win a project given their latest acquisition.. they should have the technical expertise...

Stock

2022-01-19 10:25 | Report Abuse

Their cash flow remains healthy, so I think their dividend should remain good. But i hope the management would give out cash dividend instead

Stock

2022-01-19 10:23 | Report Abuse

This company indeed is for long term. The downtrend in share price should be mainly due to slower revision in tariff rate and lower profit for the past few year

Stock

2022-01-10 23:47 | Report Abuse

another level

Stock

2022-01-06 10:22 | Report Abuse

haha dont say it that way. Its an open tender as the news article mentioned.

"The company said this was sixth successive NRW project in Johor secured by RWS through competitive open tender process since 2011. "

I trust they won because of their long term working relationship and capabilities. We shouldn't discount their expertise

Stock

2022-01-04 22:33 | Report Abuse

Two project total value 160-ish million. Nicely done!

Stock

2021-12-17 11:36 | Report Abuse

Found a piece of article written by Finance Malaysia

https://financemalaysia.blogspot.com/2021/12/ranhill-utilities-berhad-recharge-and.html

Good read for those newcomers to Ranhill

Stock

2021-12-14 10:06 | Report Abuse

omicron also

Stock

2021-12-14 00:06 | Report Abuse

these guys are ramping up on their training courses offerings

Stock

2021-12-14 00:05 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/12/13/ramssol-group-inks-two-year-marketing-deal-with-elmu-v

The company said it would leverage its position as a human capital management solutions provider in Southeast Asia to advertise, market, promote and sell the training courses in the region.

We are confident that by joining this training courses, organisations will have the necessary preparation in dealing with corruption and the peace of mind of having adequate procedures in place to defend itself should the organisation is being investigated or charged under Section 17A of the Malaysia Anti-Corruption Commission (MACC) Act 2009

Stock

2021-12-12 21:48 | Report Abuse

i believe this company got listed at the right moment. Their services should be still in demand especially during this period where people require to social distance and upskill their employees

Stock

2021-12-06 14:13 | Report Abuse

"We have re-strategised our geographical positioning by taking a closer look at potential emerging markets especially in the home and neighbouring countries covering East and West Malaysia, Brunei, Indonesia, and India.

"We will continue our participation in the development of affordable housing schemes like PR1MA and PPAM projects, securing roadwork construction and maintenance projects as well as EPCC and construction of hospitals and schools both in Peninsular Malaysia and East Malaysia," Rosland said.

Stock

2021-12-06 14:12 | Report Abuse

"Our focus now would be to find the opportunity to collaborate with potential joint venture partners to develop projects and share resources and expertise," he said.

Stock

2021-12-06 14:12 | Report Abuse

https://www.nst.com.my/business/2021/12/751672/scib-eyes-affordable-housing-jobs

With a current order book value at RM1.3 billion, translating into healthy earnings visibility up to 2026, the company is also tendering construction contracts for roadworks and highways in Sabah, Sarawak, Perlis, and Johor.