Posted by edcheong > 2 months ago | Report Abuse

Thanks KYY. Your analyses is very much appreciated. Please help write about the oil and gas sector. Your experience is valuable.

Posted by Sslee > 2 months ago | Report Abuse

The only problem with KSL is that all the retain earning is reinvested into land purchase and no dividend for shareholders.

It will help if KYY can persuade the BOD to allocated 20-40% of profit as dividend.

Posted by ks55 > 2 months ago | Report Abuse

A share is valuable only if it is willing to share its profit with minority shareholders. Care to check how much is the directors' fees?

Posted by Goldberg > 2 months ago | Report Abuse

CRESENDO in a sweet spot to capitalise on DC Mania In Johor due to its massive land bank.

Johor is a rising star in the data center landscape, and CRESCENDO is well-positioned to capitalise on this growth. Coupled with the company's undervalued landholdings, partial recurring incomes, and decent dividend history.

These factors make CRESCENDO an attractive stock for investors seeking exposure to growing data center industry in Johor and RTS Link, the potential game-changer for property market in Johor Bahru.

Net assets per share of Rm 9.0 upon revaluation.

As majority of the lands have not been revalued for years, and if we assume a net gain of RM600m from the remaining 202 acres of industrial land in Nusa Cemerlang Industrial Park and a RM1b revaluation surplus for its remaining landbank and properties, this will bump up its net asset per share to RM9, versus its current share price of RM2.56 per share.

Posted by ks55 > 2 months ago | Report Abuse

Crescendo - Profit jumps 270% in third quarter. Launching a further RM500 million land for sale after clinching RM543 million sales in just 10 days. Best deal for 2024?

Jan 21, 2024 5:26 PM | Report Abuse

Intrinsic value per share for Crescendo is not less than 9 ringgit, taking into consideration quality and credibility of its Directors, steady earning potential for next few years, healthy financial status and strong cash flow, very solid background of its major shareholders (no pledged securities/ nominee holders), recently land disposal, intended further land disposal, development lands were purchased more than 20 years and the location of these land bank.

Looking forward to rm 6 in near future.
22/01/2024 12:17 PM