@Jack737 'Good company but insider is selling how 😊😊😊'
insider selling is normal.. insider selling on deficit..is bad sign. on good running company.. insider selling is normal. like techbond for example, insider selling turn to be a good thing.
POWERFUL Growth stock -A significant beneficiary of Data Centre Boom Malaysia
Powerwell has bagged two purchase orders worth a total of RM57.61 million from a “renowned multinational technology corporation” specialising in data centres.
In a bourse filing on Monday, Powerwell said its wholly owned subsidiary Powerwell International Sdn Bhd has received the orders for the supply, installation and commissioning of low-voltage switchboards and remote power panels for a data centre in Selangor.
Powerwell’s executive director Catherine Wong said investments by global tech giants have created a ripple effect of opportunities for local suppliers and service providers within the technology sector in Malaysia.
“Powerwell is strategically positioned to contribute significantly to this growth, leveraging cutting-edge technology and comprehensive expertise in electrical solutions for data centres,” she said in a statement.
1-Strong business relationship with Siemens and Schneider. Besides manufacturing its own brand “Powerwell”, it does third-party brand manufacturing for Siemens (LV switchboards and MV switch gears), a leading supplier of systems for power generation and transmission, and Schneider Malaysia (LV switchboards), the Malaysian arm to Germany conglomerate Schneider Electric that specializes in electrical equipment.
2-Decent orderbook for 1-2 years. YTD, their orderbook is c.RM70m, with a tenderbook of more than c.RM280m. Also, according to the management approximately 80% is data center, 10-15% is manufacturing while the rest is from infrastructure projects.
3-Healthy balance sheet. As at 3Q24, Powerwell’s net cash stood at RM63.8m, translating to net cash per share of 11.0 sen (c.27% of share price). Dividends. Since listing in year 2020, Powerwell has started paying dividends in FY24 (twice). Also, we noticed the latest dividend is 2nd interim, which mean there will be a final dividend to be declared down the road that may translate to a dividend yield of more than 5% and decently attractive for long term investors.
4-Eligibility for Main Market transfer. Based on the current earnings trends, we believe Powerwell’s will be surpassing the threshold for the transfer to main market listing requirement and this is likely to be the next catalyst moving forward.
5-One-stop solutions. Powerwell intends to provide high-voltage products, besides the low and mid voltage products to provide a one-stop solutions service for contractors.
INVESTORS, [2024-07-10 4:31 AM] These > 50 DC operators in JB r giant TECH co. they hv everything n only need cheap chip land, power, water n manpower 1st in msia.
their tech knowhow r far ahead of our cyber security stocks n others. some small players as colocation DC n local DC might need them.
its just bull run on DC stocks for yr/s. LOVE all stocks deeply, play v small if hv doubt on that stock.,.
in DC theme, General building contractors n their sub-con like PWRWELL, MNHLDG etc will do v well n 1st to make big money from these giant tech co.
then the tech contractors n suppliers like SNS n VSTECS shd do well too...
NB: they r many stocks try to Fake it to Make it, as DC stocks to fly high. 1 did but failed instantly, i.e. sistec,,,
JPMorgan is bullish on this Southeast Asian country-Malaysia, cites opportunities in data centers
KEY POINTS
1-JPMorgan named data centers, electric vehicles and solar among the sectors that investors are putting their money in.
2-“Policy reforms, data center investment and infrastructure build-out have become key tailwinds for Malaysia, in-line with our 2024 outlook, but are progressing at a much stronger-than-anticipated pace,” JPMorgan analysts said in a July 1 note.
3-The investment bank upgraded Malaysia to “neutral” from “underweight” last week.
PWRWELL Monthly Pivot Points: S1: 0.485 PIVOT: 0.525. R1: 0.56. R2: 0.62. R3: 0.69. Oscillator, MA Summary: Uptrending. Mr. Market is unpredictable! At present this business catalyst is positive...but sometimes it takes #9/18 months at lowest YTD...for multi baggers to happen...maybe...#500%🤓 Dis: Trade at your own Risk!
Who make money first for DC? First the construction firms because they need the building Second installing the wiring, switch boards, varying voltage devices. That's where pwrwell comes in Third the chips etc
Powerwell’s manufacturing facilities are currently operating at 70% capacity, with a combined built-up area of 10,300 square meters across two plants in Kota Kemuning. The assembly plant in Johor, covering 438 square meters, will expand its production area in July 2024 to meet growing demand. In Indonesia, the PLI factory has a total area of 600 square meters, with 300 square meters dedicated to assembly. It can produce up to RM3 million worth of switchboards quarterly and is currently operating at 20% capacity. The factory began its first batch of panel assembly in May 2024 and was equipped with a new busbar fabrication machine in June 2024. PLI has achieved ISO 9001:2015 certification and is pursuing the Indonesian Local Content Supply (TKDN) certification to further enhance its capabilities. PLI’s establishment is a strategic response, addressing evolving market demands, especially the mandatory requirement for locally assembled switchboards in government projects. While the private sector’s preference for local assembly is still evolving, the trend is shifting towards in that direction. The factory’s location in Indonesia ensures faster delivery times for projects like data centres and factories, which is crucial factor in vendor selection given increasingly tight project timelines.
This year, we commissioned a new assembly facility in Indonesia, PLI, to support our growing business. Strategically positioned to serve a wider range of customers in the data centre, power, and industrial sectors, PLI is projected to generate a positive return on investment in the near future. PLI is in the process of obtaining the local content certification (TKDN), which, upon approval, will enable participation in major government sector projects, including those in the New National Capital City project (IKN).
Case Study: pba announced a loss of -$12 mill in the last 2 QR when its stock price was HIGH. 2 mkt days ago at low stock price, it showed a perfect score of $55 mill QR PAT. it cld well show a -ve QR PAT in the 4th QR so as not to pay TAXES buta.buta.
consistent increase in trading volume for PWRwell over the past few weeks, particularly during days with minimal price movement might see upward price movement once broader market sentiment catches on..
It is not that director selling personally. Someone or some new investor bought Pwwell shares. Since the directors hold a certain percentage in the company, it reflects the changes in their amount of shares too... so it is informed as "disposed".
New investors have been buying large amount of shares at a higher price of 0.49 and 0.50 per share on the two occasions of transactions ( 29thand 30th Oct) where the market share price o both days are 0.40.... This is good news regardless.. otherwise why new investors would want to throw money like this? Cheers. Patience pay handsomely in the end.
Buying at higher price does not mean it is good news, big shark have their agenda. You may refer to recent case in another stock, share price slips more than 50% from buying price.
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Posted by necessity > 2024-07-03 10:10 | Report Abuse
@Jack737
'Good company but insider is selling how 😊😊😊'
insider selling is normal..
insider selling on deficit..is bad sign.
on good running company.. insider selling is normal.
like techbond for example, insider selling turn to be a good thing.