congrats everyone

Undervalued gem

https://www.pdt.com.my/media/pdt-cypark-jalin-kerjasama/

Congrats all that have bought
Blogged about SCIB in July, finally hit the TP
Took profit, all the best guys!

bargain sale, added!

Hoot9e lap9e!

Congrats to those who bought

Press Metal - Prospect explanation

Following the re-opening of economies after the global lockdown, we see positive trends in
aluminium demand as different industries begin their recovery from the lows in the first half
of this year. We observed improved demand from key end user industries such as the
automotive sector and construction sector where manufacturers for these industries were
holding low inventory.

In addition, China’s swift economic rebound led to increased aluminium demand and higher
domestic aluminium prices on the Shanghai Futures Exchange (SHFE) as compared to
London Metal Exchange (LME) price. China, which historically was a net exporter, has
reversed its position to be a net importer of primary aluminium during this quarter. Inventory
levels are also seen to be decreasing week on week which only demonstrates the tightness of
aluminium supply within China currently

thats an odd explanation given that their margins, both gross and net improved in the latest quarter

HOOOTTT 99 E

diversify into lbaluminium too, cheap!

check out my other blog, similar to steel, aluminium prices have gone through the roof

out d, very good guys! to the moon we go!

Lap9e!

have faith in this stonk, stay stronk

bargain sale over

bargain sale ~

lap9e

addedddd

operator flushing weak holders, stay strong

my best guess is he is dumping, softening the damage

mingu ni, kita naik ke 0.40

boleh, cantikkkk

@ariff

cant share the link here, not sure why

you can click my profile and go to blogs

The net asset of RM6.4 bil or RM1.2x per share is misleading given that there is RM5 billion of intangible assets (accounting crap) - in that sense, it is not as undervalued as it seems

Taking out the intangible assets, the net asset per share is apprx RM0.27

Which pretty much explains the low share price despite having one of the lowest price to book ratio

let me know your thoughts, what other metrics to include thanks!

covered all steel companies and this seem to be the best, check out the blog for the comparison

Hi, just covered steel too, check the blog out

Hi, just covered steel too, check the blog out

the revenue doesnt say so though

wrote a blog on melewar, best steel company out there, check it out guys

wrote a blog on melewar, best steel company out there

Feedbacks and comments are encouraged

suggest to exit - bearish engulfing

congrats those who bought

congrats to those who bought!

next stop - RM2.00

the only reason why we are able to accumulate at such discounted price is because EPF is selling to raise cash for members withdrawal - despite the sell down by EPF the share price continued to soar, extremely undervalued

Mid term TP of RM2.20 at PE ratio of 12 times

cypark is a steal for renewable company at PE ratio of 6.7 times
as a comparison, samaiden which had a recent run up is at at PE of 28 times

called samaiden at 0.85, took half profit and picked up some cypark

great company, extremely cheap at RM2.xx, took profit for half of my holding, picked up some Cypark

huge upside potential, onboarded

congrats to all shareholders of SCIB

Called and wrote a blog on this counter back in July when it was at RM2.50

A little more to TP of RM5.20

great prospect

https://www.rechargenews.com/transition/us-renewable-energy-industry-cheers-joe-biden-election-win-as-beautiful-day/2-1-908521

https://www.thestar.com.my/business/business-news/2020/11/16/public-islamic-bank-launches-solar-panel-financing-scheme

Added more today, bargain sale

It wouldnt be a big placement, given that its for 2 projects worth RM300+ million. Compare it with the earlier placement where it is for projects worth RM700+ million, at a much lower share price. Dilution would be minimal, if any

congrats all!

Samchem reported RM23.8 million profit last year - Market cap of 300 million
Luxchem reported RM37.6 million profit last year - Market cap of 900 million

Huge upside for Samchem trading at a PE multiple of 12.5 currently compared to comparables of 20 + PE multiple

Say whatever you want on niche or glove, the results speaks for itself. Latest quarter, EPS of Samchem is 3.22 vs Luxchem of 0.85