TALAM TRANSFORM BERHAD

KLSE (MYR): TALAMT (2259)

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Last Price

0.12

Today's Change

0.00 (0.00%)

Day's Change

0.115 - 0.125

Trading Volume

1,008,800

Financial

Financial Year 2020


Financial Year Annual Audited Account Annual Report View
Ann. Date Ann. Date
Discussions
7 people like this. Showing 50 of 4,731 comments

Good123

Already cleaned up financially... Easy target for acquisition/merger

3 days ago

Good123

Talam today is connected to mara & ijm with its CEO & 2 major shareholders. More to come

3 days ago

Good123

WITH A CLEAN BALANCE SHEET + CONNECTION WITH MARA & ijm, SURELY, p/b VALUE OF 0.6 IS ATTAINABLE ~15SEN, IF FOLLOW LAGENDA 0.9, TALAM SHOULD GO UP T0 0.9 X 25SEN ~23SEN GOOD LUCK

3 days ago

Good123

MANY UNLISTED CONSTRUCTION PLAYERS IN DATA CENTRE, PROP DEV MIGHT OFFER TO TAKE OVER OR ACQUIRE TALAM FOR EXPANSION, FUNDRAISING, ETC. TALAM HAS A GREAT START NOW WITH A NEW BALANCE SHEET ETC😎😍

3 days ago

Good123

Keep & use the land for data centre. Sure boom

3 days ago

Good123

Kalau boleh build a data centre here with deepseek, rm1 a share pun mungkin ya 😇

3 days ago

Good123

**Talam Transform Berhad's Strategic Opportunity with DeepSeek: Establishing a Data Center in Malaysia**

**1. Economic and Financial Benefits:**
- **Foreign Direct Investment (FDI):** Hosting DeepSeek’s data center would attract significant FDI, boosting Malaysia’s economy and aligning with national goals like the Digital Malaysia Initiative.
- **Land Utilization:** Monetize underutilized land assets, generating long-term revenue through leases or joint ventures.
- **Job Creation:** High-skilled tech roles (engineers, IT specialists) and ancillary jobs (construction, security) would reduce local unemployment and stimulate economic activity.

**2. Strategic Advantages:**
- **Geographic Hub:** Malaysia’s proximity to SEA markets, submarine cable networks, and stable infrastructure (power, fiber optics) positions it as a regional data hub.
- **Government Incentives:** Leverage Malaysia’s MSC status, tax breaks, and grants for tech investments to reduce operational costs for DeepSeek.

**3. Technological and Sectoral Growth:**
- **AI and Digital Ecosystem:** DeepSeek’s presence would accelerate Malaysia’s AI/cloud capabilities, attracting ancillary tech firms and fostering innovation.
- **Local Business Empowerment:** SMEs gain access to cutting-edge AI/cloud services, enhancing competitiveness in sectors like e-commerce and fintech.

**4. Sustainability Alignment:**
- **Renewable Energy Potential:** Promote green data centers using Malaysia’s solar/hydro resources, aligning with global ESG trends and national carbon neutrality goals.
- **Energy Efficiency Partnerships:** Collaborate with local utilities (e.g., TNB) to ensure sustainable power solutions.

**5. Regulatory and Infrastructure Considerations:**
- **Data Governance:** Highlight Malaysia’s PDPA compliance and business-friendly regulations to assure data security and sovereignty.
- **Infrastructure Readiness:** Assess land suitability (power grids, cooling access) and partner with agencies (MDEC) to address gaps, ensuring compliance with ISO standards.

**6. Risk Mitigation:**
- **Market Demand:** Capitalize on SEA’s booming digital economy (e.g., 460 million internet users) to ensure project viability.
- **Public-Private Partnerships (PPP):** Collaborate with federal/state entities for permits, subsidies, and infrastructure support.

**Conclusion:**
Inviting DeepSeek aligns with Talam’s asset optimization strategy while advancing Malaysia’s digital economy. By addressing infrastructure needs, regulatory frameworks, and sustainability, Talam can position itself as a key player in the regional tech landscape, driving economic growth and technological progress.

3 days ago

Good123

Keep the landbanks for data centers or solar farms

3 days ago

Good123

TALAM'S LANDBANKS SHOULD BE REVALUED. KOS ELEKTRIK AKAN NAIK TAHUN NI. SOLAR FARM ATAUPUN DATA CENTRES FOR TALAM... SURE UP LIKE CRazy.

low valuation now

Price/Book
0.4x


Beta
1.00


Book Value / Share
~0.25

3 days ago

Good123

low cost housing project tak payah buat... tanah kian bernilai... used for solar farm, data centres, fish farm, etc. landbanks have many uses nowadays yay

3 days ago

Good123

Focus on data centre building leasing; land sales , also solar farm as electricity for industry will rise later; low cost housing for B40 leave it to the govt , gala back to RM1 hopeful

2 days ago

Good123

Talam Transform Berhad's potential is significantly enhanced through its strategic linkages with MARA and IJM Berhad, which provide multifaceted advantages across financial, operational, and reputational domains. Here's a structured analysis:

### 1. **Government Support via MARA**
- **Policy Alignment & Funding**: MARA, a key Malaysian government agency, focuses on Bumiputera socio-economic development. Collaboration with MARA positions Talam to secure government-backed projects, such as affordable housing, educational institutions, or community infrastructure, ensuring steady revenue streams and alignment with national development agendas.
- **Social Impact Projects**: Involvement in MARA-led initiatives enhances Talam's corporate social responsibility (CSR) profile, attracting public and governmental goodwill, which can facilitate approvals and support for future projects.

### 2. **Strategic Partnership with IJM Berhad**
- **Technical Expertise & Resources**: IJM, a major conglomerate with expertise in construction, infrastructure, and project management, provides Talam access to advanced technologies, engineering prowess, and logistical capabilities. This enables Talam to undertake large-scale, complex projects (e.g., highways, urban developments) that would otherwise be beyond its standalone capacity.
- **Risk Mitigation**: Joint ventures with IJM reduce financial and operational risks, allowing Talam to participate in high-value projects while leveraging IJM’s established track record and financial stability.

### 3. **Credibility and Market Confidence**
- **Reputational Boost**: Associations with reputable entities like MARA and IJM enhance Talam’s credibility, making it easier to attract investors, secure loans, and win competitive tenders.
- **Investor Appeal**: Government and corporate partnerships signal stability and growth potential, appealing to ESG-focused investors and stakeholders.

### 4. **Project Diversification and Expansion**
- **Diverse Portfolio**: MARA’s focus on education, housing, and SMEs, combined with IJM’s infrastructure and industrial projects, allows Talam to diversify into sectors like affordable housing, commercial hubs, and transportation networks.
- **Geographic Expansion**: IJM’s international presence could provide Talam with pathways to regional markets, broadening its operational footprint beyond Malaysia.

### 5. **Financial Restructuring and Stability**
- **Post-Restructuring Growth**: Talam’s transformation (from Talam Corporation) likely involved debt restructuring and strategic equity partnerships. MARA’s involvement may have provided critical financial support, while IJM’s partnership ensures operational efficiency, positioning Talam for sustainable growth.
- **Stable Cash Flows**: Government-linked projects through MARA offer recession-resilient income, insulating Talam from market volatility.

### 6. **Future Opportunities**
- **Innovation and Sustainability**: Collaborations could drive ventures into sustainable development (e.g., green buildings, smart cities), aligning with global trends and Malaysia’s sustainability goals.
- **Policy-Driven Demand**: With Malaysia’s emphasis on Bumiputera empowerment and infrastructure development, Talam is well-poised to capitalize on policies like the 12th Malaysia Plan or initiatives under MADANI Economic Framework.

### Challenges to Consider
- **Dependency Risks**: Over-reliance on MARA/IJM partnerships could limit autonomy. Diversifying partnerships and projects is crucial.
- **Execution Risks**: Delays in government projects or mismanagement in large-scale ventures could impact profitability.

### Conclusion
Talam Transform Berhad’s linkages with MARA and IJM Berhad create a synergistic ecosystem of government backing, technical excellence, and market trust. These partnerships not only stabilize its financial footing but also unlock opportunities in high-demand sectors, positioning Talam as a resilient player in Malaysia’s infrastructure and property landscapes. Strategic management of these relationships will be key to maximizing long-term growth potential.

2 days ago

Good123

Top 10 tanah milik Talam Group, banyak belum dinilai semula, banyaknya...

Here are the top 10 properties of Talam Transform Berhad as listed in their 2024 Annual Report:

1. **Talam Leisure Development Sdn Bhd**
- Location: Mukim Dengkil, Daerah Sepang, Taman Putra Perdana, Puchong, Selangor
- Acreage: 66.78 acres
- Description: Residential and commercial development
- Tenure: 99 years leasehold (expiry 2093)
- Net Book Value: RM 109.6 million

2. **Europlus Berhad**
- Location: Mukim Ulu Yam, Daerah Ulu Selangor, Bukit Beruntung 3, Selangor
- Acreage: 183.08 acres
- Description: Residential and industrial development
- Tenure: Freehold
- Net Book Value: RM 88.1 million

3. **Cekap Tropikal Sdn Bhd**
- Location: Mukim of Batu, District of Gombak, Selangor
- Acreage: 50 acres
- Description: Mixed development
- Tenure: 99 years leasehold (expiry 2105)
- Net Book Value: RM 70 million

4. **Europlus Berhad**
- Locations: Mukim Serendah, Daerah Ulu Selangor, Bandar Bukit Beruntung & Bukit Sentosa, Selangor
- Acreage: 134.49, 15.13, and 6.29 acres
- Description: Township development
- Tenure: Freehold
- Net Book Value: RM 51.5 million combined

5. **Abra Development Sdn Bhd**
- Location: Menara Maxisegar, Pandan Indah, Kuala Lumpur
- Built-up Area: 365,029 sq. ft.
- Description: 24-storey commercial complex
- Tenure: 99 years leasehold (expiry 2094)
- Net Book Value: RM 46.2 million

6. **Zhinmun Sdn Bhd**
- Location: Mukim of Batu, District of Gombak, Selangor
- Acreage: 50 acres
- Description: Mixed development
- Tenure: 99 years leasehold (expiry 2103)
- Net Book Value: RM 36 million

7. **Inti Johan Sdn Bhd**
- Location: Pandan Kapital Shopping Mall, Pandan Indah, Kuala Lumpur
- Built-up Area: 177,471 sq. ft.
- Description: Shopping mall
- Tenure: 99 years leasehold (expiry 2101)
- Net Book Value: RM 24.6 million

8. **Good Debut Sdn Bhd**
- Location: Mukim Hulu Kelang, Daerah Gombak, Selangor
- Acreage: 4.99 acres
- Description: 100 units of terraced lots
- Tenure: 99 years leasehold (expiry 2114)
- Net Book Value: RM 21.2 million

9. **Pintar Arif Sdn Bhd**
- Location: Mukim Hulu Kelang, Daerah Gombak, Selangor
- Acreage: 3.97 & 4.81 acres
- Description: Semi-detached houses and medium-cost apartments
- Tenure: 99 years leasehold (expiry 2100 & 2116)
- Net Book Value: RM 23.5 million combined

10. **Talam Transform Berhad**
- Location: Mukim Serendah, Daerah Ulu Selangor, Bandar Bukit Sentosa, Selangor
- Acreage: 44.85 acres
- Description: Industrial, residential, and commercial development
- Tenure: Freehold
- Net Book Value: RM 17.5 million.

2 days ago

Good123

Land rich: On 5 August 2024, the Company had announced that Talam Leisure Development Sdn Bhd, a
wholly-owned subsidiary, had on the same day, entered into a sale and purchase agreement with
Ever Mark (M) Sdn Bhd, a wholly-owned subsidiary of IJM Properties Sdn Bhd for the disposal of a
piece of commercial land measuring 27.72 acres located in Putra Perdana. This transaction is
subject to the Company’s shareholders’ approval at the EGM to be held.

2 days ago

Good123

unsold units for B40, strike a deal with govt. let the govt to rent them to the B40 with the option to buy after some years etc etc/ good luck

2 days ago

Good123

Dont focus on b40 housing anytime. Talam could prosper😉

2 days ago

Good123

talam as a main board co, a revised co with a positive retained earnings after share consol now, should leverage on its landbanks to refocus on profitable industry e.g. data centre, solar farm, etc etc. Stop focusing on B40 housing, leave it to the govt yay... all the best

2 days ago

Good123

baguslah, asalkan usah fokus pada B40 punya segmen... KUALA LUMPUR : Construction and property development company MGB Bhd (KL:MGB) said it will undertake mixed development and residential projects on 26 acres of land in Taman Bukit Serdang, Seri Kembangan with a combined gross development value (GDV) of RM861.35 million.

The company, which is 57.98%-owned by LBS Bina Group Bhd (KL:LBS), said it is teaming up with Talam Transform Bhd (KL:TALAMT) to develop 16.5 acres of land for a mixed development project that includes commercial shop lots and affordable housing under the Rumah Selangorku scheme.

2 days ago

Good123

Talam Transform Berhad, with its substantial landbank of approximately 840 acres in Selangor, has several avenues to monetize these assets for profit. The company can consider the following strategies:

1. Direct Land Sales
• Description: Selling parcels of land directly to interested buyers or developers.
• Advantages:
• Immediate Cash Flow: Generates quick revenue, which can be utilized to reduce debt or fund other projects.
• Debt Reduction: Proceeds can be used to settle existing liabilities, improving the company’s financial health.
• Disadvantages:
• Loss of Future Appreciation: Potential future increases in land value are forfeited.
• One-Time Gain: Once sold, the asset no longer contributes to future income streams.
• Example: In August 2024, Talam Transform disposed of a 27.72-acre piece of land in Sepang to IJM Properties as part of a debt settlement strategy. 

2. Independent Property Development
• Description: Developing the land into residential, commercial, or mixed-use properties independently.
• Advantages:
• Higher Profit Margins: Potential for greater returns compared to land sales.
• Brand Establishment: Enhances the company’s reputation in the property market.
• Disadvantages:
• High Capital Requirement: Significant investment needed for development.
• Market Risks: Exposure to fluctuations in the property market.
• Example: Talam Transform has plans for future residential projects, such as Selayang Green I and II in Gombak, Selangor, with estimated gross development values of RM696 million and RM746 million, respectively. 

3. Joint Ventures (JV) with Other Developers
• Description: Collaborating with other property developers to jointly develop the land.
• Advantages:
• Risk Sharing: Mitigates financial and operational risks.
• Resource Synergy: Combines strengths and resources of both parties.
• Disadvantages:
• Profit Sharing: Profits are divided between partners.
• Potential Conflicts: Differences in management styles or objectives can arise.
• Examples:
• In January 2024, Sime Darby Property and Lagenda Properties established a 50:50 joint venture to develop affordable homes, leveraging each other’s strengths. 
• In July 2023, Mah Sing Group entered into a joint venture to develop a mixed-use project in Kepong, Kuala Lumpur, with an estimated gross development value of RM500 million. 

4. Leasing for Recurring Income
• Description: Developing properties to lease out for consistent rental income.
• Advantages:
• Steady Cash Flow: Provides a regular income stream.
• Asset Retention: Company retains ownership of the land and properties.
• Disadvantages:
• Management Responsibility: Requires ongoing property management.
• Market Dependence: Income is subject to rental market conditions.
• Example: Talam Transform owns investment properties like Pandan Kapital Shopping Complex and Menara Maxisegar, which generate rental income. 

5. Participating in Special Economic Zones (SEZs)
• Description: Engaging in developments within designated SEZs to benefit from incentives.
• Advantages:
• Incentives: Access to tax breaks and other government incentives.
• Infrastructure Support: Enhanced infrastructure and facilities.
• Disadvantages:
• Regulatory Compliance: Must adhere to specific SEZ regulations.
• Competition: Potentially higher competition within SEZs.
• Example: The establishment of the Johor-Singapore Special Economic Zone aims to attract global investment and ease cross-border trade, presenting opportunities for developers. 

Conclusion

Talam Transform Berhad has multiple strategies to monetize its landbank, each with its own set of advantages and challenges. A balanced approach, possibly integrating several of these strategies, could optimize profitability while managing risks effectively.

2 days ago

Good123

Talam Transform Berhad, with its substantial landbank in Malaysia, has the opportunity to capitalize on the growing demand for data centers and renewable energy solutions, particularly solar farms. Engaging in these sectors, either independently or through partnerships, can be highly profitable.

Data Centers: A Lucrative Opportunity

The surge in digitalization and the advent of artificial intelligence (AI) have led to an increased demand for data storage and processing facilities. Malaysia, especially regions like Johor, has become a hotspot for data center investments due to its strategic location and infrastructure.
• Case in Point: YTL Green Data Center Park
YTL Power International Berhad is developing a 500MW data center campus in Johor, powered by renewable solar energy. The first phase, a 72MW data center, is expected to be operational by Q1 2024. This project highlights the profitability and feasibility of investing in data centers within Malaysia. 

Solar Farms: Harnessing Renewable Energy

Investing in solar farms aligns with global sustainability trends and offers long-term revenue through energy sales. Malaysia’s climate is conducive to solar energy production, making it a viable option for large-scale solar farms.
• Case in Point: JLand and Mitsui Collaboration
JLand Group Sdn Bhd has partnered with Mitsui & Co to develop a hyperscale data center and a captive solar farm in the Sedenak Tech Park. This collaboration underscores the potential of integrating renewable energy solutions with data center operations, enhancing sustainability and profitability. 

Strategic Advantages for Talam Transform Berhad
• Landbank Utilization: Leveraging existing land assets reduces initial capital expenditure and accelerates project timelines.
• Revenue Diversification: Entering the data center and renewable energy sectors provides new income streams, mitigating risks associated with traditional property development.
• Sustainability Alignment: Investing in green energy projects enhances corporate reputation and aligns with global environmental standards, potentially attracting eco-conscious investors.

Conclusion

By developing data centers and solar farms, Talam Transform Berhad can effectively utilize its landbanks to generate substantial profits. These ventures, whether undertaken independently or through strategic partnerships, offer sustainable and lucrative opportunities in Malaysia’s evolving economic landscape.

2 days ago

Good123

Theoretical adjusted reference price of the Consolidated Shares
The Proposed Share Consolidation will result in an adjustment to the reference price of Talam
Shares as listed and quoted on the Main Market of Bursa Securities, but theoretically shall not
have any impact on the market value of the Shares held by the shareholders of Talam.
For illustration purpose, the theoretical adjusted reference price of the Consolidated Shares
upon completion of the Proposed Share Consolidation shall be as follows:
No. of Shares
Closing market price/
Theoretical adjusted
reference price per
Share (RM)
(i) Total Value
(RM)
As at the LPD 4,724,279,562 0.028 132,279,828
After the Proposed
Share Consolidation
944,855,912 (ii) 0.140 132,279,828
Notes:
(i) The total value is arrived at by multiplying the number of Shares with the closing
market price/theoretical adjusted reference price per Share.
(ii) The theoretical adjusted reference price of the Consolidated Share is computed based
on the following formula:
Theoretical
adjusted reference
price per Share
= Market price
per Share
x Number of Shares as at the LPD
Number of Shares after the
Proposed Share Consolidation
= RM0.028 x 4,724,279,562
944,855,912
= RM0.140

2 days ago

Good123

First dividend on the way

Proposed Disposal
The Proposed Disposal is expected to be completed by the second quarter of 2025 and based
on the pro forma gain arising from the Proposed Disposal of RM30.26 million, the Proposed
Disposal is expected to contribute positively to the earnings of our Group for the FYE 2026.

2 days ago

Good123

HIGHEST PERCENTAGE RATIO
The highest percentage ratio applicable to the Proposed Disposal pursuant to Paragraph
10.02(g) of the Listing Requirements of Bursa Securities is 35.86%, which is derived by the
Fixed Entitlements of the Disposal Consideration of RM84.00 million over the audited NA of
Talam Group of approximately RM234.22 million as at 31 March 2024

2 days ago

Good123

A reality now...

After the proposed share capital reduction of RM650 million, Talam Transform Berhad's retained earnings are projected as follows:

Group Level: RM24.39 million
Company Level: RM47.21 million
This reduction will eliminate accumulated losses and enhance retained earnings, enabling potential dividend payouts​
.

Advantages of the Proposed Share Capital Reduction:
Dividend Payout Capability:
By eliminating accumulated losses, the company can declare and pay dividends from the resultant retained earnings​
.

Accurate Financial Representation:
The reduction aligns the company’s issued share capital with its actual asset base, providing a clearer financial position​
.

Enhanced Credibility:
It improves financial credibility with stakeholders, including banks, investors, and suppliers.

Growth Facilitation:
A stronger financial base supports future growth initiatives, strategic investments, and potential fundraising activities.

2 days ago

Good123

First dividend payment soon... share price should rise

Talam Transform Berhad is expected to generate an estimated net pro forma gain of RM30.26 million from the proposed land disposal. The details are as follows:

Proceeds from Sale: RM66.0 million
Net Carrying Amount (as of 31 March 2024): RM49.87 million
Profit from Sale of Property: RM16.13 million
Interest Waiver: RM18.0 million
Estimated Gain: RM34.13 million
Estimated Tax (24% Corporate Tax Rate): RM3.87 million
Net Pro Forma Gain: RM30.26 million​
.

2 days ago

Good123

Its share price is expected to fly abruptly... hold your breath yay

Justification for Dividend Payment by Talam Transform Berhad
1. Financial Readiness for Dividend Payment:
Elimination of Accumulated Losses: The proposed share capital reduction will eliminate RM650 million in accumulated losses, creating retained earnings of RM47.21 million at the company level​
.
Profit from Land Disposal: A net gain of RM30.26 million from the land disposal further strengthens the financial position​
.
Improved Cash Flow: Proceeds from the land disposal, coupled with reduced debt obligations, improve liquidity, supporting the ability to distribute dividends.
2. Strategic Reasons for Dividend Payment:
Restore Investor Confidence: Regular dividends signal financial stability and recovery, attracting both institutional and retail investors.
Support Share Price Appreciation: Dividend announcements often boost share prices due to increased demand from income-seeking investors.
Efficient Capital Utilization: With improved financial health, distributing excess cash as dividends prevents idle funds and reflects efficient capital management.
Benefits of Dividend Payment for Stakeholders:
a) Shareholders:
Income Generation: Provides consistent returns, especially valuable for long-term investors.
Positive Market Perception: Signals strong corporate governance and financial discipline.
b) The Company:
Enhanced Market Value: Dividend-paying companies often enjoy premium valuations in the stock market.
Broader Investor Base: Attracts dividend-focused investors, increasing stock liquidity.
c) Employees & Management:
Morale Boost: Financial stability and shareholder satisfaction foster a positive work environment.
Performance Incentive: Stronger financial performance tied to dividends can motivate better operational efficiency.
d) Creditors & Financial Institutions:
Improved Creditworthiness: Demonstrates sound financial management, facilitating better terms for future financing.
e) Government & Community:
Higher Tax Revenues: Dividend distributions generate tax income, benefiting national revenue.
Community Impact: Financially healthy companies are more likely to invest in CSR initiatives.

2 days ago

Good123

Selepas kem@ti@n tan sri pengasas, baru mau berlepas hehe

Justifikasi Pembayaran Dividen oleh Talam Transform Berhad

Kesiapsiagaan Kewangan:

Penghapusan kerugian terkumpul RM650 juta, menghasilkan keuntungan tertahan RM47.21 juta.
Keuntungan bersih RM30.26 juta daripada pelupusan tanah yang dicadangkan.
Peningkatan aliran tunai hasil pelupusan tanah dan pengurangan hutang.
Sebab Strategik:

Memulihkan keyakinan pelabur melalui isyarat kestabilan kewangan.
Menyokong kenaikan harga saham dengan menarik pelabur fokus dividen.
Penggunaan modal berlebihan secara efisien untuk mengelakkan pembaziran.
Manfaat untuk Pemegang Kepentingan:

Pemegang Saham: Pendapatan konsisten dan persepsi pasaran positif.
Syarikat: Nilai pasaran lebih tinggi dan menarik asas pelabur yang lebih luas.
Pekerja & Pengurusan: Meningkatkan moral dan insentif prestasi operasi.
Pemiutang & Institusi Kewangan: Peningkatan keupayaan kredit dan syarat pembiayaan yang lebih baik.
Kerajaan & Komuniti: Pendapatan cukai lebih tinggi dan pelaburan dalam inisiatif CSR.
Kesimpulan:

Pembayaran dividen adalah langkah bijak untuk ganjaran pemegang saham, menyokong pertumbuhan mampan, meningkatkan keyakinan pemegang kepentingan, dan menambah nilai pasaran syarikat.






2 days ago

Good123

TP 15-20sen, pb value 0.6 to 0.8 good luck

2 days ago

Good123

Main Board: Market Cap: With a market cap of around MYR 103.93 million, CHHB is considered a small-cap stock, which may imply higher volatility.
No Short Selling: Indicates a more stable trading environment but limits speculative strategies.
Syariah Compliance: Makes it attractive to Islamic investors, expanding its potential investor base.

2 days ago

Good123

some saw value emerging already, uptrend just started 😍😘


Date Open High Low Close Change Volume
2025-02-05 0.105 0.11 0.105 0.11 +0.005 (4.761%) 772,400
2025-02-04 0.10 0.11 0.10 0.105 +0.005 (5.00%) 4,274,100

2 days ago

Good123

Ringkasan Legasi Tan Sri Chan
Perintis Pembangunan Hartanah:

Memulakan projek pertama, Pandan Jaya, pada tahun 1984, diikuti dengan Pandan Indah dan Pandan Perdana, membentuk "Segitiga Pandan" dalam tempoh 5 tahun.
Pencapaian Korporat:

Berjaya melaksanakan pengambilalihan terbalik Talam Corporation Berhad pada 15 Oktober 1990.
Menamakan semula syarikat tersebut kepada Talam Transform Berhad (Talam) selepas menyuntik Maxisegar Sdn Bhd sebagai pertukaran untuk 68.3 juta saham Talam.
Modal berbayar Talam meningkat dengan ketara daripada RM5.04 juta selepas pengambilalihan tersebut.
Komitmen Terhadap Perumahan Mampu Milik:

Membina lebih daripada 250,000 unit rumah mampu milik (flat kos rendah, apartmen, rumah teres berharga antara RM25,000–RM300,000).
Memberi manfaat kepada golongan B40, M40, dan berpendapatan rendah, membolehkan mereka memiliki rumah sendiri.
Ketabahan Semasa Krisis Kewangan:

Menghadapi krisis kewangan pada tahun 2006 tetapi kekal komited untuk menyelesaikan hutang Talam.
Berjaya mengurangkan hutang syarikat daripada RM3 bilion (2005) kepada kurang daripada RM0.4 bilion hasil ketabahan dan usaha strategik.
Menekankan penyelesaian "menang-menang" dan mengekalkan hubungan positif dengan pemiutang.
Kepimpinan & Prihatin Terhadap Kesejahteraan Pekerja:

Sangat mengambil berat tentang kebajikan pekerja, menunjukkan keprihatinan secara peribadi dan bukan sekadar profesional.
Dikenang sebagai seorang pemimpin yang murah hati dan berhati mulia, menonjolkan seni memberi dengan ikhlas.
Legasi yang Berkekalan:

Sumbangan beliau kepada Talam dan masyarakat akan sentiasa dihargai oleh para pengarah, pengurusan, dan pekerja.
Semangat keusahawanan dan sifat dermawannya menjadi inspirasi kepada generasi akan datang.
Syarikat berjanji untuk meneruskan visi dan nilai-nilai yang beliau tinggalkan.
Ucapan Takziah:

Ucapan takziah yang mendalam kepada keluarga Allahyarham Tan Sri Chan.
Semoga roh beliau bersemadi dengan tenang, dan kebijaksanaan beliau terus menjadi panduan untuk masa depan Talam.






2 days ago

Good123

IJM Corporation Berhad & Talam Transform Berhad. The two companies have engaged in transactions primarily aimed at debt settlement. In August 2024, Talam Transform's subsidiary, Talam Leisure Development Sdn Bhd, agreed to sell a 27.72-acre commercial leasehold land in Sepang to IJM Properties Sdn Bhd, a subsidiary of IJM Corporation. The deal involved setting off RM66 million of Talam Transform's debt to IJM Properties and included an RM18 million interest waiver. Additionally, Talam Transform is entitled to 30% of the net profit from the project's development, with RM10 million payable over 24 months starting from the project's first sales launch.
THESTAR.COM.MY

This transaction was structured to reduce Talam Transform's debt and provide IJM Properties with a valuable land asset for development. While such transactions can sometimes lead to closer business relationships or future acquisitions, all possibilities in months to come etc etc talam can become a subsidiary of IJM too

2 days ago

Good123

🤔 where a company appears to excel following the passing of its founder, several factors might be at play:
1. Leadership Transition and New Vision:
The passing of a founder can lead to a management transition. New leadership might introduce innovative strategies, modernize operations, or pivot the company’s direction to better suit current market conditions. Sometimes, the founder’s long-held vision might be reassessed and adapted to meet new challenges, which can drive growth.
2. Organizational Restructuring:
A major change in leadership can prompt a thorough review of existing processes and structures. This can result in streamlining operations, reducing inefficiencies, or even divesting underperforming segments. Such restructuring can lay the groundwork for improved performance.
3. Increased Investor and Market Confidence:
In some cases, the death of a long-time founder can bring in a fresh perspective that reassures investors and stakeholders. New management that builds on the company’s strengths while addressing past limitations might boost market confidence and attract new investment.
4. Cultural Shift:
The founder’s passing might allow the company to shift away from a culture that was overly dependent on a single individual’s leadership style. A more inclusive or dynamic corporate culture can foster innovation and empower teams to take more initiative, ultimately contributing to better performance.
5. Strategic Renewal:
Sometimes, a pivotal event like the founder’s death can serve as a catalyst for change—a “reset” button that encourages the company to reassess its long-term strategy. This can lead to exploring new markets, investing in research and development, or adopting new technologies.

1 day ago

Good123

Talam T, next!🤗

In Malaysia, there are several companies where the founder has passed away, but the business continues to thrive. Here are a few notable examples:

1. Public Bank Berhad
• Founder: Tan Sri Teh Hong Piow (Died in 2022)
• Current Status: Public Bank remains one of Malaysia’s largest and most profitable banks. Under the leadership of its management team, the bank continues to expand both locally and in ASEAN.

2. IOI Group
• Founder: Tan Sri Lee Shin Cheng (Died in 2019)
• Current Status: The conglomerate, which specializes in palm oil plantations and property development, remains strong under the leadership of his sons, Lee Yeow Chor and Lee Yeow Seng.

3. YTL Corporation
• Founder: Tan Sri Yeoh Tiong Lay (Died in 2017)
• Current Status: YTL, a diversified conglomerate with interests in construction, utilities, and hospitality, is now run by his children, particularly Tan Sri Francis Yeoh. The group remains influential in Malaysia and globally.

4. Sunway Group
• Founder: Tan Sri Jeffrey Cheah (Still Alive, but transitioning leadership)
• Current Status: While Jeffrey Cheah is still involved, Sunway Group has a strong leadership team in place, ensuring its sustainability beyond its founder.

5. Genting Group
• Founder: Tan Sri Lim Goh Tong (Died in 2007)
• Current Status: His son, Tan Sri Lim Kok Thay, successfully expanded Genting’s casino, hospitality, and entertainment empire internationally, keeping the brand strong.

6. Naza Group
• Founder: Tan Sri SM Nasimuddin SM Amin (Died in 2008)
• Current Status: The family-owned business, known for its automotive, property, and lifestyle businesses, is now managed by his children and remains a key player in Malaysia’s automotive sector.

1 day ago

Good123

Ipo sukar dapat melalui balloting, dll. Lebih baik fokus pada syer macam talam, macam brand company kini :)

1 day ago

Good123

First dividen payment expected soon

1 day ago

Good123

Talam might become a subsi of ijm, share swap macam osk dengan rhb😇😜

1 day ago

Good123

IJM Corporation and Talam Transform (formerly Talam Corporation) have had a long history of business dealings, primarily due to Talam’s past financial troubles and IJM’s involvement in helping to settle its debts. Here’s why IJM appears to be “buddy” with Talam:

1. Debt Settlement via Asset-for-Debt Swaps

In the mid-2000s, Talam had serious financial difficulties and owed significant sums to various creditors, including government-linked entities and private firms. To resolve these debts, Talam entered into asset-for-debt swaps, transferring land and properties to settle outstanding obligations. IJM was among the beneficiaries, receiving land in exchange for settling Talam’s debts.

2. Strategic Land Acquisitions

Talam owned large tracts of land, some in prime locations. By working closely with Talam, IJM was able to acquire these lands at negotiated prices, which later became valuable for its property development and infrastructure projects.

3. Construction and Infrastructure Deals

IJM, being a major construction and infrastructure company, has been involved in projects where Talam had a stake. This includes completing developments or taking over stalled projects originally planned by Talam.

4. Government-Linked Influence

Some believe that IJM’s dealings with Talam were facilitated due to political and business connections. Talam had strong ties with Selangor state government-linked entities, and IJM’s collaboration might have been beneficial in maintaining good relations for future projects.

5. Mutual Benefit in Property Development

Talam, being a distressed developer, needed a financially strong partner to complete projects and fulfill obligations. IJM, in turn, gained access to development rights, land, and projects that fit into its long-term business strategy.

Conclusion

The relationship between IJM and Talam is largely transactional, driven by debt resolution, land acquisition, and mutual business interests.

1 day ago

Good123

Uptrend 11.5sen dah

1 day ago

Good123

Talam now like a brand new co, easier for ijm board to justify acquisition of talam. Founder’s family to hold sharescin ijm is easier like osk holding 10%+ shareholdings of rhb after selling osk investment bank to rhb

1 day ago

Good123

😍TP 15-20sen🫵🏼🤑

1 day ago

Good123

Ijm ambil alih talam, semua tanah Milik talam boleh dipakai oleh ijm dengan segera🧐

1 day ago

Good123

Pp dll tak perlu, ijm ada wang😇

1 day ago

Good123

12.5sen all the way, investors saw it 😎😇

1 day ago

Good123

Maybe 1 ijm share swap with 10 talam shares, all possibilities for takeover, merger, etc😊😇

1 day ago

Good123

Talam net assets per syer now~25sen, landbanks belum revalued, ijm share price rm2.4++, so 1 ijm share swapped with 10 talam syer seems reasonable 😉🥳

1 day ago

Good123

The acquisition of Talam Transform Bhd by IJM Corporation Bhd makes financial and business sense for several reasons:

1. Strategic Landbank Expansion

Talam owns a substantial landbank, particularly in Selangor, a prime property development area. IJM, as a major construction and property player, can leverage Talam’s underutilized land assets for new property developments, enhancing its project pipeline and revenue potential.

2. Unlocking Value from Distressed Assets

Talam has historically struggled with financial issues, leading to underdeveloped and undervalued assets. IJM, with its strong financial position and expertise, can unlock value by developing or monetizing these assets through joint ventures, outright sales, or new projects.

3. Complementary Business Synergies

IJM’s core businesses include construction, property development, infrastructure, and plantations. Acquiring Talam’s assets allows IJM to:
• Integrate its construction expertise into future developments.
• Expand its property division by leveraging Talam’s landbank.
• Potentially repurpose certain land for infrastructure projects, which aligns with government initiatives.

4. Potential for Financial Turnaround

Talam has undergone multiple debt restructuring exercises. If IJM acquires it at a discounted valuation, it can clear liabilities, streamline operations, and optimize costs, making the acquisition financially viable in the long run.

5. Capitalizing on Selangor’s Growth

Selangor is one of Malaysia’s most economically vibrant states, with strong demand for housing and commercial properties. IJM can position itself strategically to benefit from rising property values and development opportunities.

6. Enhancing IJM’s Market Position

By acquiring Talam, IJM strengthens its market presence in the property sector, increases its total asset base, and gains a competitive edge over other developers. This can also boost investor confidence and long-term shareholder value.

Potential Risks
• Talam’s liabilities: IJM needs to carefully manage any hidden or legacy debts.
• Land conversion and approvals: Some of Talam’s lands may require rezoning or regulatory approvals.
• Market risks: The property market is cyclical, and slow demand could delay returns.

Conclusion

If structured well, the acquisition can be a win-win—IJM gains valuable land assets at a discount, while Talam’s existing shareholders and creditors get an exit strategy. The move aligns with IJM’s long-term growth strategy in property and infrastructure development.

1 day ago

Good123

talam should do the same too "While property development remains our core business, LBS is also exploring innovative avenues to optimise our land bank. For instance, our 45 megawatt solar farm in Senawang, Negeri Sembilan, is set to be operational by the end of 2025. Once operational, the solar farm will not only support sustainable energy goals, but also generate recurring income for the group," he said.

1 day ago

Good123

flied to 12sen at closing... touched 12.5sen today..more to come... fun ride

1 day ago

Good123

After share consol, daily increase 1/2sen nonstop… 12.5sen today?😺

15 hours ago

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