outbound travel of Chinese nationals will be restored "in an orderly manner"

https://www.reuters.com/world/china/china-drop-covid-quarantine-rule-inbound-travellers-jan-8-2022-12-26/

https://www.reuters.com/world/china/china-drop-covid-quarantine-rule-inbound-travellers-jan-8-2022-12-26/

Uncle now only promote PAST tense.. no more Future tense

Cambodia airport traffic by passengers:

NOV: 341k+-
OCT: 269K+-

2022
Q1: 195k
Q2: 475k
Q3: 738k

I jz worry this earning unable to support price now..

Of course nx quarter gonna be improve further.. especially USD cooling down.

Short term good long term flat
Vs.
Short term bad long term good

compare other semiconductor counters, at least inari's inventory look better~

tak tunggak banyak stock~

Time to test power of margin call..

Cambodia airport traffic by passengers:

OCT: 269K+-

2022
Q1: 195k
Q2: 475k
Q3: 738k

U.S gonna aim u liao~ china background..

No more western technology for u…

Uncle see china steel price move liao~ then wanna promote la !

SilTerra

Cambodia airport traffic by passengers:

2022
Q1: 195k
Q2: 475k
Q3: 738k

本报消息】柬埔寨民航局国务秘书处发言人辛章西里瓦塔12日表示，随着越来越多的航班复航，来柬旅客数量也持续增长。



他说，较今年9月份相比，10月份航空旅客人数增长近30%，航班数量增长月均保持在30%至35%。柬政府取消从陆、海、空入境的外籍游客出具健康证书和新冠疫苗接种卡之后，柬埔寨将能迎接更多国际游客的到访。

辛章西里瓦塔指出，为快速吸引更多的国际游客，由洪森总理领导的柬政府大力发展建设新国际机场项目，因这将成为柬埔寨吸引游客的“强磁铁”。

election play~

awating Europe wind farm contracts~

No that worst gua..

See operating cash flow maintain positive ; while financing cash flow show aggressive in reducing debt

Total liabilities drop from 2.7b (2016) to 2.2b (2019) to 2.0b (2020) to 1.6b now alrdy

270mil solely from Macau?
Then it is alot…

https://www.klsescreener.com/v2/announcements/view/3611957

航运业急速降温：泰越航线出现“负运价” 船公司利润率或降八成

界面新闻
2小时前
33评论
8、9月通常是航运市场的旺季，但今年入秋以来航运市场却持续遇冷，运价大幅下滑。其中，东南亚航线运价下滑最为明显，泰越航线甚至出现了“零”运价、“负”运价。而一向为业内所关注的美西航线，去年高峰时期运价曾达3万美元，如今已跌破3000美元大关，如同坐上了过山车。

究其原因，通胀率高企、地缘冲突风险以及疫情等多种因素叠加，导致运输需求大幅萎缩，运价下跌的趋势短期内仍将持续。

泰越航线贴钱揽货，美西航线跌去九成

美线的涨跌一直是行业关注的焦点，近日却让泰越航线“抢”了风头。有行业内媒体报道称，泰越航线近期出现了“零”运价、“负”运价的情况。

界面新闻也注意到，9月13日，一站式国际物流服务平台运去哪发布了一则东南亚航线的优惠活动公告，其中9月18日宁波-泰国林查班港的运费为-10美元/20GP，40GP和40HQ规格的集装箱运费为-20美元。这意味着，货主通过运去哪订舱，不仅不需要支付运费，反而会得到补贴。

东南亚的其他航线价格也十分具有吸引力，9月16日上海-越南胡志明卡莱港口的运费仅需1美元，9月15日深圳蛇口-越南海防港口的运费在100-200美元之间。9月上旬，运去哪发布的9月8日上海-越南胡志明卡莱港口的运费甚至低至-69美元/40HQ。

不过，“零”运价、“负”运价并不意味着货代和船公司一定亏钱。在海运费用中，除了基本的运费之外，还有附加费、码头操作费、燃油附加费、清关费用、仓储费、配送费等等。“零”运价、“负”运价只免去基本的海运运费，其他费用还需要照常缴纳，货代公司和船公司给出特惠价，考虑的也是多项费用叠加后的收益情况。

宁波出口集装箱运价指数(NCFI)印证了泰越航线的下行趋势。该指数显示，进入6月份以来，泰越航线运价下滑明显，9月9日泰越航线运价指数已经跌至202.40点。在过去十年中，泰越航线运价指数最低点为243.19点，最高点为去年12月10日的3605.59点。这也意味着，泰越航线运价触及最高点仅仅半年后，便暴跌至近10年中的最低水平，下跌速度史无前例。


宁波出口集装箱运价指数(NCFI)显示，自群爱你12月至今，泰越航线运价已经从3605.59点下降至202.40点。图片来自宁波航运交易所

运去哪航线专家MAX告诉界面新闻，疫情后，头部船东增加供给资源(船舶运力)，市场价格短时间内出现回落。但他同时表示，从运去哪平台大数据分析和判断，每年第三季度到第四季度，海运价格都会经过短暂下降后再回升，尤其是东南亚市场，随着四季度销售旺季到来，运价也会随之回暖。

除泰越航线以外，全球主要的海运航线近期都出现了大幅下滑。9月9日，上海航运交易所发布的上海出口集装箱综合运价指数(SCFI)为2562.12点，较上期下跌285.5点，周跌幅达10.0%。目前该指数已连续13周下跌，较去年同期下跌43.9%。

9月3日至9月9日，宁波航运交易所发布的宁波集装箱运价指数(NCFI)报收于1910.93点，较上周下跌11.6%。21条航线中，只有1条航线运价指数上涨，20条航线运价指数下跌。“海上丝绸之路”沿线地区主要港口中，16个港口运价指数均下跌。

另有航运自媒体报道称，近期，美西、欧地航线运价、货量和市场需求均继续大幅下行，有货代爆出盐田至长滩港大柜报价跌破3000美元至2850美元，而在去年峰值时期，一个大柜的价格在3万美元左右。

Vinci website has the details..

haha~ freights rate dah koyak baru uncle buy call kah..

不是'笨', 就是'坏' ！！

Cambodia airport traffic by passengers:

2022
Q1: 195k
Q2: 475k

Jul: 236k
Aug: 257k

then should learn from BJFOOD ma~

近期东南亚螺纹钢交易较为清淡，东南亚主要进口国家需求不佳。来自土耳其的报价在700-710美元/吨FOB左右，但与东南亚其他出口报价相比无竞争优势。来自马来西亚钢厂的实重报价在600美元/吨CFR左右。越南一钢厂螺纹钢出口实重报价640美元/吨FOB左右。

越南市场方面，主导钢铁长材生产商和发集团（Hoa Phat）于8月30日宣布将其国内线材价格上调20万越南盾/吨（9美元/吨），这是自5月以来钢价首次上调。据了解，由于废钢和焦煤等原材料成本高企，钢厂希望通过提高钢铁价格来保持利润。另外，其CB400-V/CB500-V 12-25mm螺纹钢的售价不变，出厂实重价格维持在1450万越南盾/吨（619美元/吨）。

VIAGRA dua biji please..

try sikit here~

ada bau~

actually~ what is the catalyst for this share ??

price movement doesn't tally with the earning pun.. manipulate kah

Profit margin - Good
Profit growth - Good
PE - Good
Dividend - Good
Cash position - Good

share price performance - zzz lack behind zzz

Tolong tumpang syscorp trend la.. at least got some relationship ma.. lol

https://www.businesstoday.com.my/2022/07/27/mou-signed-between-3-malaysian-companies-and-a-singapre-company-to-build-offshore-vessel-in-malaysia/

Superb result.. but freight fees dropping alot recently

Cambodia airport traffic by passengers:

2022
Q1: 195k
Q2: 475k
Jul: 236k

Jz wonder SSM lack behind..

last year (2021) this segment actually alrdy close to pre-covid profit..

Hopefully casinos will spend lum sump in nx 2 qr to cover back 1H

Tsm improve significantly.. from -41.2m (2020) vs -24.7m (2021) to now -1.1m (q2)..

Ssm- profit but still low, casino spending less for this qr?
Tsm- loss but improved close with breakeven (best since covid)

Overall Forex loss about 3.5m ; otherwise should be profit qr

Monitor one more quarter

Im with u too…

another 8 cents dividend~

but no sound no gas here

EBITDA nice~ lol

can sapu cheap assets during market crash~

BUY in purely for their cash on hands..

First announce right issue.. everyone worry about their financial..

But since that, company had spent >20m to buy Favco shares from open market..

So.. their cash flow got problem?

With the current share price, do u think retailer will subscribe the rights issue?

If no, what is the purpose they proceed this?

Global steel price has shoot up since March as material cost increase more..

There is no more cheap steel to import anymore..

Who has inventory the most, who is the king now !

Let?s guess this round uncle will take how many days to pusing again?

ARMADA -10%
HIBISCS +10%

FXXX~ OIL PRICE SURGE ALMOST 50% BUT I EARN NOTHING

I do believe sales continues be good.. but profit margin gonna be lower and lower

Going forward, steel players are expected to report lower margins as a result of rising raw material and fuel costs, as well as elevated inflationary in general.

Pick Jaks has no issue.. power plant doing well

but we had under estimate the ESG concern

Everything ok.. only concern on high debt..

Why not raise fund 1.00 per share for right issue.. pay down all the borrowing

Every year save interest about eps 8 cents..


In return u pay us Pe like dialog or yinson, assume Pe 15 enough..

Eps 10 + 8 cents x PE 15
= 2.7

Dayang story or msm ? xD

Impairment Loss on Goodwill
Allowance for Impairment of Receivables

About 46mil