Posted by paktua73 > 3 weeks ago | Report Abuse

morning..
today its good day for bargain below rm1.30..



tut tut
on coming week will reach rm1.40..

Posted by troy88 > 3 weeks ago | Report Abuse

Fantastic. Simeprop and Mahsing will soar on DC power!

Posted by EngineeringProfit > 3 weeks ago | Report Abuse

Need more power. Don't forget to pawn your castles, mansions and bungalows - all in here pls

Posted by paktua73 > 3 weeks ago | Report Abuse

now simeprop rm1.35..
later will pass rm1.40..



tut tut
will reach rm1.50 soon

Posted by klee > 3 weeks ago | Report Abuse

1.6
1.6
1.6

Posted by edcheong > 3 weeks ago | Report Abuse

Google launched its 4th data center in SG. Total investments is 6B. Google only invested 2B in Sime MY. Lots of growth potential in MY. Sime Prop is main beneficiary. Amazon AWS has three locations in KL, NSembilan. Sime is a must buy.

Posted by DreamGuardian > 3 weeks ago | Report Abuse

looks like holding firm

Posted by muslimbiztrading > 3 weeks ago | Report Abuse

aim to reach 1.5 mid june

Posted by EngineeringProfit > 3 weeks ago | Report Abuse

Need more power. Don't forget to pawn your castles, mansions and bungalows - all in here pls

Posted by edcheong > 3 weeks ago | Report Abuse

Another director bought 300000 shares at 1.22 what do you do?

Posted by Mabel > 3 weeks ago | Report Abuse

https://theedgemalaysia.com/node/714040

“Top picks for the DC construction play include Gamuda and Sunway Construction Group Bhd (KL:SUNCON), which have secured a total of at least RM2 billion worth of DC contracts.

Posted by sharun > 3 weeks ago | Report Abuse

https://www.tradingview.com/x/BR4lUXsy

look likes can touch 1.70 in september if no bad news

Posted by kahfui1221 > 3 weeks ago | Report Abuse

Price movement of SimeProp is slow but it still will go up ..

Posted by Noemo12 > 3 weeks ago | Report Abuse

Too Slow, Please move🤣

Posted by jeffrey1166 > 3 weeks ago | Report Abuse

tp can set rm2

Posted by Noemo12 > 3 weeks ago | Report Abuse

Yeah, RM2 tp here

Posted by jeffrey1166 > 3 weeks ago | Report Abuse

ya

Posted by sharun > 3 weeks ago | Report Abuse

slow and steady to TP 2

Posted by troy88 > 3 weeks ago | Report Abuse

Simeprop, Mahsing, Suncon, Gamuda will power ahead driven by DC power!

Posted by BudiLee > 2 weeks ago | Report Abuse

Now it's 1.41 , should I buy it?

Posted by edcheong > 2 weeks ago | Report Abuse

Maintain BUY, TP rises to MYR2.00 from MYR1.54, 49% upside with c.2% yield. We think the market has not fully priced in the upside potential of Google’s recent announcement of its USD2bn investment in Malaysia. The tech giant’s announcement of MYR1.74bn in capex for the first Google data centre (DC) and Google Cloud region may just be the beginning. The potential impact of this on earnings may be under-estimated. Our new TP reflects the incremental value of the contribution from the Google facility, as well as the faster turnaround of Sime Darby Property’s industrial parks ahead.

Posted by kahfui1221 > 2 weeks ago | Report Abuse

Waiting for it to break RM1.50 first

Posted by jeffrey1166 > 2 weeks ago | Report Abuse

keep buying

Posted by edcheong > 2 weeks ago | Report Abuse

Singtel in talks to build data centre in Iskandar Puteri, Johor.

Posted by Noemo12 > 2 weeks ago | Report Abuse

Imagine if Singtel corporate with....😎bummmm!💣

Posted by Ninja _07 > 2 weeks ago | Report Abuse

Hahahahahaha.... RHB IB release TP, straight away price drop!

Posted by kahfui1221 > 2 weeks ago | Report Abuse

RHB released their TP two days ago ... I think people take profit today for Haji celebration

Posted by wahidul > 2 weeks ago | Report Abuse

ministry to announce MM2H,Malaysia my second home by today soonest,the cabinet already given approval

Posted by tatwaiwong > 2 weeks ago | Report Abuse

https://www.sinchew.com.my/news/20240614/nation/5683163

Posted by macai > 2 weeks ago | Report Abuse

https://theedgemalaysia.com/node/715706

Posted by kahfui1221 > 2 weeks ago | Report Abuse

Going back up after Haji holiday 😊

Posted by Skywalker00 > 2 weeks ago | Report Abuse

All this data centre things, contractor like gamuda and subsidiaries makes money firstly, SIme will be 2-3 yrs later.... maybe

Posted by SinGor > 2 weeks ago | Report Abuse

Data Center are not anything special from normal Industrial Building---Data Center
real Cost are the Control Panel that store Data ( 75% of Total Investment ) Real beneficiary next 50years are TNB and Water supplier "Syabas" Selangor or Ranhill Johor. KPS is the sole beneficiary next 50years as water chemical supplier to Syabas ( mother
and Son )

Posted by BudiLee > 1 week ago | Report Abuse

Time to collect and buy some more while the price is cheap

Posted by kahfui1221 > 1 week ago | Report Abuse

Price is cheap when it's less than RM1, BudiLee 😅

Posted by 0PTech > 1 week ago | Report Abuse

RM1.100 -> RM1.665 -> RM0.695 -> RM2.635

Posted by Noemo12 > 1 week ago | Report Abuse

When will be the next LU~😂

Posted by kahfui1221 > 1 week ago | Report Abuse

No more ride with technology wave ...?
https://www.thestar.com.my/business/business-news/2024/06/18/simeprop-to-gain-from-tech-wave

Posted by Noemo12 > 1 week ago | Report Abuse

hahha, just added another 3k share when it's 1.35. Good luck all long-term investors.

Posted by kahfui1221 > 1 week ago | Report Abuse

I will wait cheaper price to collect again ..

Posted by tatwaiwong > 1 week ago | Report Abuse

Notice of new substantial holder - EMPLOYEES PROVIDENT FUND BOARD on 19-Jun-2024.
346,631,000
Total:5.10%

Posted by sweetylemon > 1 week ago | Report Abuse

This counter will continue to go up now that EPF come in

Posted by fruitcake > 1 week ago | Report Abuse

big boys bought like hell😂😂

Posted by Noemo12 > 1 week ago | Report Abuse

Something brewing?🤣

Posted by wahidul > 1 week ago | Report Abuse

EPF now a substantial shareholder

Posted by pang72 > 6 days ago | Report Abuse

Blogs Headlines
RHB Investment Research Reports
Sime Darby Property - Shifting From Second to Fifth Gear; Keep BUY

rhbinvest
Publish date: Wed, 12 Jun 2024, 10:46 AM
Maintain BUY, TP rises to MYR2.00 from MYR1.54, 49% upside with c.2% yield. We think the market has not fully priced in the upside potential of Google’s recent announcement of its USD2bn investment in Malaysia. The tech giant’s announcement of MYR1.74bn in capex for the first Google data centre (DC) and Google Cloud region may just be the beginning. The potential impact of this on earnings may be under-estimated. Our new TP reflects the incremental value of the contribution from the Google facility, as well as the faster turnaround of Sime Darby Property’s industrial parks ahead.
The USD2bn investment by Google. Last month, Google announced its commitment to invest USD2bn in Malaysia. The Google DC at Elmina Business Park (EBP) will power the tech giant’s popular digital services, such as Search, Maps and Workspace. When operational, Malaysia will join the 11 countries in which Google has built and now operates DCs. Note that, in the Asia-Pacific, countries and areas where Google Cloud operates include India, Singapore, Jakarta, Hong Kong, Taiwan, Japan, Australia and Seoul.
The remaining MYR7.5bn of investments may come later. So far, Google has only announced its DC and Google Cloud region, which are worth about MYR2bn (or MYR1.74bn, based on the contract value secured by Gamuda (GAM MK, BUY, TP: MYR7.08)). We think there could be further investments for subsequent phases (which may be what the remaining MYR7.5bn is for) in EBP at a later stage. While the initial Google DC is estimated to have a capacity of 80MW, the entire 49-acre site earmarked for Google at EBP could accommodate 200-250MW, based on our estimate.
Expanding its assets under management (AUM) aggressively. The DC investment is expected to boost SDPR’s total AUM significantly from MYR4.4bn currently (includes a concession arrangement for Bandar Universiti Pagoh). By FY26, we think its AUM may be worth MYR6-7bn, which could generate a total recurring income of MYR120-130m at the operating level. We raise our FY26 earnings forecast by about 3% to reflect the initial contribution from Google DC, as the facility may only be completed in 2H26.
SDPR has both landbank and a robust balance sheet to accommodate more DC demand. SDPR is well-positioned to capture the prevailing investment wave, driven by global tech giants, in the South-East Asia region. The company currently has five industrial park projects with a remaining total land area of >2,000 acres, and we believe that the basic infrastructure facilities are ready at these industrial sites, since projects are ongoing. SDPR is an experienced player in industrial development, and the segment now accounts for 30% of its total property sales.
Source: RHB Research - 12 Jun 2024

Posted by kahfui1221 > 4 days ago | Report Abuse

Sime Darby Property has achieved an impressive 98% overall take-up rate for Elmina Ridge 1 following its second stage release over the weekend
https://www.businesstoday.com.my/2024/06/27/high-demand-for-elmina-ridge-1-with-98-take-up-rate/

Posted by troy88 > 1 day ago | Report Abuse

Simeprop + Gamuda no worries..

Posted by wahidul > 22 hours ago | Report Abuse

ON THE RISE,MOVING TOWARDS TP 2.00

Posted by kahfui1221 > 16 hours ago | Report Abuse

Nice, reaching 1 year high today