Posted by cheoky > 2024-01-03 12:23 | Report Abuse

cement 2024 theme?

Posted by YieldYieldExpert > 2024-01-04 03:29 | Report Abuse

I think cement theme almost over alr la, last year alr run so much

Posted by wahidul > 2024-01-04 10:42 | Report Abuse

cement to prosper in 2024,as construction projects are being roll out

Posted by Uniholder > 2024-01-04 18:03 | Report Abuse

☺️☺️☺️

Posted by YieldYieldExpert > 2024-01-09 12:39 | Report Abuse

@wahidul, seems like macam yes wor, but don't you think the share price rally last year alr factor in some of the positive news?

Posted by wahidul > 2024-01-10 16:50 | Report Abuse

@YieldYieldExpert,what you think abt today’s rocket 🚀😀

Posted by nokia3310 > 2024-01-10 20:00 | Report Abuse

Construction and building material materials will be the theme to play in 2024.. don’t miss the ride.. jump in now or never

Posted by wahidul > 2024-01-10 21:00 | Report Abuse

all in lor,it’s NOW OR NEVER

Posted by bzeew > 2024-01-10 22:41 | Report Abuse

Nice 👍

Posted by ks5S > 2024-01-12 09:10 | Report Abuse

SPECIAL DIVIDEND COMING

Posted by troy88 > 2024-01-12 09:37 | Report Abuse

With so much development in coming years, cement business will prosper for quite some time. Mce and Hume still got much more room for growth..

Posted by YieldYieldExpert > 2024-01-16 08:26 | Report Abuse

wow still slowly going up, how high it can reach?

Posted by Yielda > 2024-01-18 09:44 | Report Abuse

new high, seems like big infra project really bring up demand of cement

Posted by nokia3310 > 2024-01-18 09:50 | Report Abuse

guys.. now or never.. it is the construction related theme to rock this year and I believe the Humeind will be the "chosen one".. TP 5.4

Posted by troy88 > 2024-01-18 09:50 | Report Abuse

As I said, cement business will continue to prosper for some time..

Posted by nokia3310 > 2024-01-23 09:07 | Report Abuse

Focus on this stock... Dragon year "ong" construction related sector....

Posted by nokia3310 > 2024-01-23 09:45 | Report Abuse

It is never to late to enter..

Posted by nokia3310 > 2024-01-23 09:47 | Report Abuse

The journey to the north has just begun...

Posted by Yielda > 2024-01-23 09:49 | Report Abuse

omg rm3 otw

Posted by troy88 > 2024-01-23 09:53 | Report Abuse

Should easily RM3+ a matter of time..

Posted by wallstreetrookieNEW > 2024-01-24 11:18 | Report Abuse

Are you sure troy88? Your call has been pretty accurate so far but I think the rally is running out of steam

Posted by nokia3310 > 2024-01-26 14:23 | Report Abuse

Now.. or never...

Posted by denialC > 2024-02-14 17:34 | Report Abuse

Closing 52weeks high at 2.93

Posted by Skyliew1919 > 2024-02-15 18:01 | Report Abuse

Any one knows monthly cement price average?

Posted by nokia3310 > 2024-02-21 09:13 | Report Abuse

Record results!!

Posted by nokia3310 > 2024-02-21 09:16 | Report Abuse

and very little retailer in the stock... so sky is the limit!

Posted by denialC > 2024-02-21 16:12 | Report Abuse

Good QR results & break RM3.00

Posted by denialC > 2024-02-21 22:08 | Report Abuse

Today closed at 5 years high RM3.09

Posted by denialC > 2024-02-22 19:45 | Report Abuse

Today trend like wash the weak holder!

Posted by cheoky > 2024-02-26 22:10 | Report Abuse

cement 2024 superbull theme

Posted by cheoky > 2024-02-26 22:14 | Report Abuse

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=226904&name=EA_FR_ATTACHMENTS

Posted by pang72 > 2024-04-22 22:16 | Report Abuse

MCEMENT T4Q Result: ( EPS: 27.39, P/E: 17.96 ) price at $4.92
HUME T4Q Result: ( EPS: 27.86, P/E: 9.08 ) so, I am waiting HUME at $4.92 with pe18...
OK!!

Posted by pang72 > 2024-04-26 22:03 | Report Abuse

$2.75 up 19c

Posted by troy88 > 2 months ago | Report Abuse

Congrats to holders. ATH.

Posted by OTB > 2 months ago | Report Abuse

Using 4 rolling quarters, the EPS of Mcement and Humeind is 27.34 sen and 27.85 sen respectively.
In term of fair valuation, I believe EPS of Humeind is still better than Mcement.
CIMB gives a target price of Mcement at 6.80, using the same method of calculation, the fair target price of Humeind should be 6.93.
The current share price of Humeind is 3.12, there is a potential gain of 122%.

Cement stock will perform very well in the next 2 to 3 years due to MRT, LRT, ECRL, other infrastructure projects and data centers construction.

Good luck.
Thank you.

Posted by KeepLearning > 2 months ago | Report Abuse

Superb result

Posted by KeepLearning > 2 months ago | Report Abuse

MCEMENT PE 20 , HUME PE 9?
MCEMENT profit margin 10% , HUME profit margin 19.6%
It doesn't make sense

Posted by OTB > 2 months ago | Report Abuse

HLIB can recommend Mcement, but cannot recommend Humeind.
CGS recommended Mcement the target at 6.80, but did not recommend Humeind.
So far no investment bank recommends Humeind, hence Humeind cannot perform.
I also agreed that Humeind is really undervalued.

Need to wait for Mcement result to be released, then may be Humeind can perform.
Good luck.
Thank you.

Posted by OTB > 2 months ago | Report Abuse

Humeind will continue to break a new high because the earning of Humeind is better than Mcement in term of EPS.
The share price Humeind is chasing the share price of Mcement which is far ... far ... ahead.

Good luck.
Thank you.
----------------------------
Using 4 rolling quarters, the EPS of Mcement and Humeind is 27.34 sen and 27.85 sen respectively.
In term of fair valuation, I believe EPS of Humeind is still better than Mcement.
CIMB gives a target price of Mcement at 6.80, using the same method of calculation, the fair target price of Humeind should be 6.93.
The current share price of Humeind is 3.12, there is a potential gain of 122%.

Cement stock will perform very well in the next 2 to 3 years due to MRT, LRT, ECRL, other infrastructure projects and data centers construction.

Good luck.
Thank you.

Posted by denialC > 2 months ago | Report Abuse

Base on current price PE still below 10, hope few week time will break 4.++

Posted by troy88 > 2 months ago | Report Abuse

I already said couple months ago RM3+ no problem.

Posted by Volz4321 > 2 months ago | Report Abuse

Probably will fly towards RM 5

Posted by fattycat > 2 months ago | Report Abuse

Humeind has better eps than mcement now .

Posted by KeepLearning > 2 months ago | Report Abuse

HUMEIND deserves higher PE than MCEMENT

Posted by troy88 > 2 months ago | Report Abuse

Still underrated despite stellar earnings for the past few QRs and positive outlook..

Posted by OTB > 1 month ago | Report Abuse

The Q3 2024 result of Humeind released is considered as very good if compared to Mcement.

HLIB can recommend Mcement, but cannot recommend Humeind (sister company).

CGS recommended Mcement, the target at 6.80, but did not recommend Humeind.

RHB recommended MCement, the target price at 7.15, but did not recommend Humeind.

So far no investment bank recommends Humeind, hence the share price of Humeind cannot perform.
I also agreed that Humeind is really undervalued.

The present share price at 3.40 is still considered as a cheap share if compared against Mcement.

Good luck.
Thank you.

Posted by raymondroy > 1 month ago | Report Abuse

Comparing with mcement is good due to similar business lines, but to note that share price is reflective of future earnings and potential and not purely current earnings, therefore has to be seen with a pinch of salt. Hong Leong Group has its own version of high PER company as well for example MPI, with current PER of 90!!! Therefore this share price is cheap is not fully true....

Posted by KeepLearning > 1 month ago | Report Abuse

undervalue

Posted by raymondroy > 2 weeks ago | Report Abuse

finally humeind getting some traction as it shd shd looking at mcement .... surprising to see that in the most recent qtr results, humeind EPS is 9.76c while mcement is only 7.72c, while former price is 3.77 while latter 5.65 ..... go figure and OTB was right

Posted by VincentTang > 2 weeks ago | Report Abuse

JPMorgan upgrades Malaysia amid economic reforms, renewed investor confidence, data-centred investments.
Foreign money is coming back to Malaysia.
https://theedgemalaysia.com/node/718568