HARBOUR (2062): Principal Officers

no more free gap meat now at sygroup, but now let's see if both counters can rally higher towards respective's NTA

1 month ago

Some funds are selling most probably because removal from Syariah list , trying to go up but there is roadblocks, will definitely catch up with MISC & SYSG once the selling stop , matter of time

1 month ago

nothing to catch up with MISC as harbour % price up recently (up to 1/2 or 1 year) is still ahead of misc. sygroup just catch up with harbour but price still parallel as of now.

as of removal of syariah list, not only it will may cause recent selling, it may also cause long term lack of interest from a big group of Malaysian investors.

despite so, I am still positive that harbour price might still up with good freight rate and potential good upcoming QRs, just that it might not be as attractive as sygroup considering sygroup is still syariah complaince and has a slight better current QR

1 month ago

btw talking about syariah list, can also refer to MESB (which just turned into syariah complaince) to study the opposite effect

1 month ago

NatsukoMishima

Rm 1.5x ! Better buy triple units of swift haulage at 5x sen ! Solid fundamemtal !

1 month ago

@NatsukoMishima swift's recent QR involved significant one off gain, somemore a debt is still high, NTA is mere 0.80, 5x sen is quite fair valuation unless if future QRs can show improvement.

so far sygroup (price 0.785, nta 1.11) / harbour (price 1.55 / nta 1.95) is still so much better choice comparatively due to better QR and less debt / finance cost burden

1 month ago

we don't sell mecerdes just because it's price can buy multiple proton cars. must look into it's value

1 month ago

@NatsukoMishima you need to learn valuation proper way. sygroup / harbour price has up significantly for the last 6 months while swift are still flip flopping between 0.50 and 0.60

1 month ago

At the same time some funds are collecting at the lowest possible price since there is a selling, the funds will push it up back once the selling stop , I think the selling is almost done

1 month ago

I prefer to reenter in case it turned syariah complaince again (as long as price still reasonable by then). as of now i focusing on sygroup first

1 month ago

NatsukoMishima

NTA is not the key to judge a good company !

1 month ago

speakup

speakup bought Sygroup 60sen

1 month ago

@NatsukoMishima NTA is key to judge the value of a company. we are not just looking into good company. but we are looking good company that the price must be traded at "undervalue" keyword is undervalue.

a good company if traded at fair or overvalue is no longer worth to purchase as it is harder to give capital gain as compared to undervalue good company

1 month ago

@NatsukoMishima regardless of NTA. tell me what you think is good about swift? EPS is bad considering there is one off gain involved recent QR, debt situation is also bad, no promised future prospects. what is actually good about it? it seems to me just a regular company traded at fair value

1 month ago

@speakup I bought harbour at 1.20 before jumping to sygroup after harbour latest QR released, maximize possible profit between these 2 very similar and directly competitive companies

1 month ago

strategy involved is just as simple as to park my capital at the one with better latest QR, jump back and forth between price gap while freight rate is high (good prospect / catalyst for both counters)

1 month ago

investment is all about taking advantage of value gap between actual value and market price

1 month ago

Harbour has about RM500m cash , that amount can take over another company

1 month ago

If they use that cash properly invested in 12% dividend company, can get additional Room investment income, Harbour can just double in value

1 month ago

Those that want to sell have exited, now is the time to RM2

1 month ago

Easier since not much qty available

1 month ago

@rojakmee ironically it is sygroup that do what you suggested, take over boulevard jaya motor with extra cash, for more sustainable & diversified consistent profit in future

1 month ago

speakup

Big fat bonus for Sygroup owners

1 month ago

Matter of time Hourbor will use the RM500m cash that they have properly

1 month ago

keep speculating, might have reentered here if wasn't for the syariah status, was curious why it fall off syariah list, anyone has any info on this?

1 month ago

Just watch Sincerestock, those who want to sell have exited , now all the way up , my target price is RM2.5. They will have almost RM600m cash by end of this year , that's is worth current share price

1 month ago

NatsukoMishima

Dividen pay out not stable , kedekut punya company !

1 month ago

@NatsukoMishima lmao harbour earlier investors already earned a lot from capital gain even without divided pay out, while your swift still flip flop between 0.5 to 0.6

somemore currently both sygroup and harbour DY is higher than swift

what is your problem here bro?

1 month ago

finally reentered HARBOUR at 1.41, very good bargain and pre QR position. comparatively much cheaper than SYGROUP now, while having similar chance to post good QR. This time holding both SYGROUP and HARBOUR into their respestive QR. hopefully both perform as good as expectation ^_^

1 week ago

ya i keep buying

1 week ago

can set 2.5 above fair value

1 week ago

2.5 is possible only IF post excellent QR

1 week ago

topped up a few more HARBOUR at 1.41 with cash I just unlocked from ASIAPAC (21 august 2024), HARBOUR is so so much better bargain than SYGROUP now

1 week ago

yaya

1 week ago

fruitcake

ships will sail

1 week ago

add on buying 1.4

1 week ago

fruitcake

will sail south tomorrow. will challenge rough sea

2 days ago