Posted by sivapakiam311056 > 2023-07-17 12:17 | Report Abuse

more competition for cmsb, as now they are the sole supplier of cement

Posted by SincereStock > 2023-07-18 10:26 | Report Abuse

sold all cut loss at 1.05, fundamental significantly changed without monopoly of cement, previous EPS / PE might not be able to sustain in the future, don't want to continue risk here

Posted by hzmn91 > 2023-07-18 16:37 | Report Abuse

wah same2, i cutloss at 1.05, lets wait for a better entry in the future

Posted by kisord > 2023-07-19 15:40 | Report Abuse

cmsb might soon have no monopoly on cement a few years from now but cmsb still is still very much undervalued at RM1. No need to panic, just have patience.

Posted by speakup > 2023-07-19 15:51 | Report Abuse

Semua retailer lari. OTB, KYY, .... semua dah lari

Posted by hng33 > 2023-07-20 22:58 | Report Abuse

KUCHING: Sarawak is expected to see the entry of two major regional cement manufacturers, namely YTL Cement Bhd and SCG International (Thailand), under a bold plan by the state government to strengthen the cement supply chain.

This followed their (YTL Cement and SCG International) signing of a memorandum of understanding (MoU) with Innocement Sdn Bhd, a joint venture between Sarawak Economic Development Corp and Bintulu Development Authority, here last Friday.

SCG is a subsidiary of Siam Cement Group, while YTL Cement is Malaysia’s oldest and biggest cement manufacturer.

Sarawak Premier Tan Sri Abang Johari Tun Openg said Innocement’s mission is to strengthen Sarawak’s cement supply chain and to ensure the long-term reliability of supply and stability of prices of cement in the state.

He said to achieve Innocement’s goals, there must be sufficient supply of cement throughout Sarawak, adding that these supplies can be accessed in a timely and cost-effective manner and that prices are stable and transparent......

He said Sarawak has an undeveloped cement industry as there is currently only one single supplier (CMSB loss its exclusively cement producer in Sarawak now)

“It is imperative for the development of Sarawak to reduce the risk of total dependence on a single supplier to create a healthy competitive environment and that new blood be injected into the state’s cement industry.

“The cement supply chain of Sarawak needs to be strengthened,” he added.

The Premier said with the collaboration with YTL Cement and SCG International, Innocement can fast track the growth and cut short the time-to-market.

YTL Cement has operations across Malaysia, Singapore and Vietnam.

SCG International, on the other hand, has a total cement production of 34 million tonnes across 11 cement plants located in Thailand and throughout the Asean region

Remark: YTL cement own 78% Mcement. YTL cement itself wholly own Malaysia largest quarry operation and supplies many other upstream building material like sand and aggregate
https://www.thestar.com.my/business/business-news/2023/07/17/sarawak-strengthens-its-cement-supply-chain

Posted by sivapakiam311056 > 2023-07-21 17:21 | Report Abuse

competition is good, time for cmsb to buck up or loose to their competitors, YTL IS AN ESTABLISED cement player in Peninsular Malaysia

Posted by speakup > 2023-07-23 21:27 | Report Abuse

https://malaysia.news.yahoo.com/sarawak-governor-taib-says-good-132504053.html
besok limit up?

Posted by sivapakiam311056 > 2023-07-26 10:16 | Report Abuse

klci going up, but price of CMSB still remains the same

Posted by sivapakiam311056 > 2023-08-02 10:54 | Report Abuse

KLCI up by 50 points but price of cmsb still no movement

Posted by Bigbull99 > 2023-08-16 12:30 | Report Abuse

Cheapest construction stock is on the move! Buy before too late

Posted by katara > 2023-08-16 21:15 | Report Abuse

time to fly?

Posted by pilato > 2023-08-17 00:03 | Report Abuse

Buy more and cmsb will fly

Posted by Jnlee > 2023-08-17 07:28 | Report Abuse

@

Posted by speakup > 2023-08-17 07:58 | Report Abuse

sarawak to start state sovereign wealth fund. guess which company they will buy first....... you're looking at it now ;-)

https://www.theborneopost.com/2023/08/14/abg-jo-swak-sovereign-wealth-future-fund-to-start-operation-on-jan-1-2024-with-initial-appropriation-of-rm8-bln-from-state/

Posted by sivapakiam311056 > 2023-08-17 09:33 | Report Abuse

this will definitely bring more scutiny to cmsb in the manner it does its business, if thats a case, i see this a positive move forward for CMSB

Posted by Invest_888 > 2023-08-17 10:59 | Report Abuse

CMSB has the potential to fly as earning, NTA are good with high volume. Trend is at construction side.

Posted by Invest_888 > 2023-08-17 11:17 | Report Abuse

Sarawak state government is the richest in Malaysia in terms of reserve and income.

Posted by sivapakiam311056 > 2023-08-17 12:23 | Report Abuse

Ts health is declining, so state needs to take some form of action , in the event -------

Posted by sivapakiam311056 > 2023-08-17 12:24 | Report Abuse

This will bring confidence to the investors

Posted by Invest_888 > 2023-08-18 13:40 | Report Abuse

CMSB major revenue from Cement. Got chance to fly as MCEMENT share goes up more than 10%.

Posted by sivapakiam311056 > 2023-08-22 18:05 | Report Abuse

fly? wait to be seen

Posted by stainlyho37 > 2023-08-24 10:46 | Report Abuse

watch out this now...!!

Posted by katara > 2023-08-24 12:38 | Report Abuse

share price still at historic lows..

Posted by sivapakiam311056 > 2023-08-24 13:48 | Report Abuse

n for such a long time

Posted by sivapakiam311056 > 2023-08-24 16:11 | Report Abuse

no change whatever goes up for the day, end of the day the gains gets wiped off

Posted by sivapakiam311056 > 2023-08-28 16:12 | Report Abuse

volume seems encouraging

Posted by rojakmee > 2023-08-30 18:08 | Report Abuse

Bought some, volume looks encouraging and noticed being accumutaled ....after 3 years coming back to bursa

Posted by speakup > 2023-08-31 09:51 | Report Abuse

https://www.nst.com.my/business/2023/08/949229/cahya-mata-records-lower-earnings-higher-revenue-q2

Posted by iyin666 > 2023-09-01 09:23 | Report Abuse

A company with good product mix but lost its direction. Quarrel with their energy supplier n not able to get licences for it's phosphate mining products.

Posted by speakup > 2023-09-01 09:37 | Report Abuse

johor theme play is now
who knows next theme is Sarawak, then buy Cmsb
if next theme is Selangor, then buy Kps

Posted by Invest_888 > 2023-09-01 10:08 | Report Abuse

Earning drops, but still not bad. To be more conservative, will choose other better earning stock.

Posted by sivapakiam311056 > 2023-09-01 12:16 | Report Abuse

people investing in this stock must have extreme patience

Posted by speakup > 2023-09-01 12:35 | Report Abuse

All the sifus dah lari

Posted by Ryugentrades > 2023-09-03 14:25 | Report Abuse

Bursa Trading: CMSB - Buy Call on 2 Sept 2023
https://youtu.be/dVqHyTAUInE

Posted by rojakmee > 2023-09-04 13:06 | Report Abuse

Sesco terminating electricity to CMP is against the goverment policy of providing employement to Sarawakian, sooner o later Sesco have no choice other that to reinstate electricity supply back, I bet now Secso board are under tremendous pressure and someone or few of them will be ask to leave soon.

Posted by rojakmee > 2023-09-04 13:11 | Report Abuse

That phostpate plant can generate 2000 jobs for sarawakian, not sure what are the intention of current Sarawak goverment , looks like more of getting back to Taib & family

Posted by rojakmee > 2023-09-04 14:38 | Report Abuse

further , Sesco action are against national interest of reducing billions of $US of Phosphate import which makes Malaysia balance of payment unattractive and depreciation the RM , can someone write to the PM & Razifi please

Posted by rojakmee > 2023-09-04 15:18 | Report Abuse

keeping for long term , thinking of making million from CMSB utilizing all the avaialble margin

Posted by sivapakiam311056 > 2023-09-04 17:15 | Report Abuse

how long is long term, investors have already waited so long

Posted by sivapakiam311056 > 2023-09-05 12:47 | Report Abuse

this stock throughout has negative news

Posted by sivapakiam311056 > 2023-09-05 17:49 | Report Abuse

dead wood

Posted by speakup > 2023-09-05 21:37 | Report Abuse

https://www.nst.com.my/business/2023/09/950918/sarawak-conference-platform-affin-explore-opportunities-bolster-ties
sarawak theme play coming....

Posted by sivapakiam311056 > 2023-09-06 09:34 | Report Abuse

i feel this counter will do much better if taken over by the state goverment

Posted by stainlyho37 > 2023-09-06 16:10 | Report Abuse

watch out this counter again....!

Posted by sivapakiam311056 > 2023-09-07 16:05 | Report Abuse

back to deep sleep this counter

Posted by sivapakiam311056 > 2023-09-07 16:39 | Report Abuse

coma

Posted by rojakmee > 2023-09-07 20:45 | Report Abuse

some funds is abviously is collecting at the same time there is a major seller , need to wait until the selling is done , sooner or later sure the Phoshpate plant will be operational which will bring at least addtional RM150m profit and together with the new clinker another RM80m Profit (both just estimate), long term looks good no doubt about it.

Posted by rojakmee > 2023-09-07 21:14 | Report Abuse

Easily can reach RM is the Phoshpate and the new clinker is operational, the management should talk to Sesco to get it operational ASAP, why not just pay the 266m and court case still ongoing.

Posted by rojakmee > 2023-09-07 21:15 | Report Abuse

Reach RM4