**Teo Seng Capital Berhad** is a prominent agricultural company listed on Bursa Malaysia, primarily engaged in poultry farming, specifically the production and distribution of eggs.

**Market Leadership**: As one of the largest commercial egg producers in Malaysia, Teoseng holds a significant market share.

**Integrated Operations**: The company operates an integrated farming system, controlling various aspects of production, including feed mills and egg tray manufacturing

**Strong Financials**: Teoseng has demonstrated stable financial performance, with consistent revenue growth and profitability.

**Dividend Policy**: The company’s commitment to consistent dividend payouts makes it an attractive option for income-focused investors.

**Export Markets**: Teoseng's accreditation by the Singapore Food Agency allows it to export eggs to Singapore, diversifying its revenue streams.

### Conclusion:
Teoseng offers a compelling investment opportunity with its strong market position, integrated operations, and consistent financial performance. Upcoming festive season will bode well for Teoseng.

Overall, Teoseng's strategic initiatives and growth potential make it a notable player in the agricultural sector on Bursa Malaysia.

Good to collect when down..

Btw EPF has been collecting

Hlb has 17 analysts buy calls with average TP of 25.19 with potential upside of 23%.
Good to collect now.

There are 10 analyst buy calls on ctos with average TP 1.63.
Analysts project its earnings to grow 16.7% in 2025 riding on the high growth potential of credit reporting solutions in the ASEAN market. (The edge 3/1/25)

Hegroup will benefit from data centre boom… price is decent to onboard..
On board before too late..

The demand for machine vision equipment is expected to grow significantly due to the increasing adoption of automation and artificial intelligence in various industries, including manufacturing, healthcare, and automotive.

This counter will benefit from Data Center boom which will use lots of water for the cooling system..

This counter will move higher and higher… it has great potential.. better onboard before it’s too late..

HE Group Berhad has a positive outlook for the near future.

Here are some key points:

#


Growth Projections:
- **Revenue and Earnings**: Phillip Capital Research forecasts sustained growth in revenue and earnings for HE Group Berhad.
The company's tender book, valued at RM475 million, is expected to drive this growth.
- **Order Book**: The order book includes significant projects in the semiconductor and DATA CENTRE sectors, which are expected to contribute to the company's revenue.

#Recent Performance:
- **Strong Earnings**: HE Group Berhad reported strong earnings in the second and third quarters of 2024.

Low Gearing Ratio of 0.45x, suggesting that the company is not overly reliant on debt for its operations.
This low level of gearing indicates a strong balance sheet and financial stability, which is a positive sign for investors.

Cash flow for the latest quarter shows a healthy cash position with strong operating cash flow and significant financing activities supporting growth and expansion.

#Future Opportunities:
- **Expansion Plans**: HE Group Berhad is focused on expanding its footprint in South East Asia and exploring new opportunities in the semiconductor and data centre sectors.

#Analyst Recommendations:
- **Buy Call**: Phillip Capital Research has maintained a "buy" call on HE Group Berhad with a target price of 90 sen.

Overall, HE Group Berhad is well-positioned for growth with a strong order book and strategic focus on high-growth sectors.

More to come… good potential stock with bright future

Train starts moving.. on board…

https://finance.yahoo.com/news/solid-earnings-reflect-samaiden-group-232622565.html

https://finance.yahoo.com/news/solid-earnings-reflect-samaiden-group-232622565.html

Positive outlook on Samaiden as RE sector continues growth

3 Dec 2024

Analysts are positive on Samaiden Group Bhd as it is set to be a prime beneficiary of an upcycle in renewable energy (RE).

In a report, TA Research said it reaffirmed its “buy” call on Samaiden with a higher target price of RM1.43, underpinned by a record-high order book, strong net cash position and a secure pipeline of RE assets to boost recurring income.

“The group’s order book rose to a record high of RM521.2mil, boosted by the latest Corporate Green Power Programme (CGPP) contract win. We estimate CGPP contracts now account for 40% of the group’s total order book while other utility-scale solar projects account for 14%,” the research house said.

Samaiden’s engineering, procurement, construction and commissioning (EPCC) tender book has risen an estimated RM1.6bil, with more than half comprising utility-scale solar projects, including Large Scale Solar 5 (LSS5) project bids.


“Any further protectionist measures by the Trump administration against Chinese and South-East Asian modules is a silver lining for downstream players like Samaiden in the solar EPCC and asset-ownership space. Analyst believes the benefits of cheaper module costs will be reflected in the upcoming CGPP and LSS5 projects.”

Meanwhile, Hong Leong Investment Bank Bhd Research (HLIB Research) said Samaiden’s prospects remain positive in the coming quarters and is expected to accelerate on the back of execution ramp up of its record-high EPCC orderbook.

HLIB Research maintains its “buy” call on Samaiden with a target price of RM1.44.

Go go go… Penta

Stronger Performance Ahead For Samaiden On Commencement Of Large-Scale Solar And Biomass Projects

2 Dec 2024

Samaiden Group Bhd could register stronger performance in the upcoming quarters driven by the commencement of large-scale solar and biomass projects, according to Apex Securities, which have maintained the BUY recommendation for Samaiden and has kept the target price unchanged at RM1.66, rewarding a premium of 51 sen over market valuation.

Samaiden is a renewable energy specialist principally involved in developing and engineering, procurement, construction, and commissioning (EPCC) of clean energy especially solar photovoltaic (PV) systems and power plants.

In a Bursa filing date Nov 29, Samaiden disclosed that profit after tax for the first quarter of FY2024/25 expanded 12.4% to RM3.3 million while quarterly revenue surged 7.0% to nearly RM50 million attributable to accelerated work progress of ongoing projects in the quarter under review. (FY2024/25: Financial year ending 30 June 2025)

The profit after tax during the quarter ended 30 September 2024 amounted to more than RM3.3 million3 which reflected a growth of 12.4% year-on-year (YoY) from nearly RM3.0 million4. The quarterly revenue grew 7.0% YoY to nearly RM49.4 million5, from RM46.2 million6 reported in the previous financial year.

During the quarter under review, Samaiden also declared its first interim dividend of 1.5 sen/share for the financial year ending 30 June 2025.

The government has stated its goal to have EVs comprise 15% of the total industry volume (TIV) by 2030 and 80% by 2050, based on the low carbon mobility blueprint and the National Energy
Transition Roadmap (NETR).

TA Research said the new NCCP 2.0 will continue to benefit non-national brands and companies that already have in the pipeline. These include Sime Darby Bhd

Good time to collect taliworks:

1. Diversified Business Operations: Taliworks operates in multiple segments, including water treatment, construction, toll highways, waste management, and renewable energy.
This diversification helps mitigate risks associated with dependence on a single industry.

2. Strong Market Position: The company is a major player in the water treatment sector, supplying potable water to large parts of Selangor and Kuala Lumpur. They also own and operate toll highways and provide waste management services.

3. Growth Potential: Taliworks has been expanding its renewable energy projects, which aligns with the global shift towards sustainable energy sources. This growth area could drive future revenue and profitability.

4. Stable Dividend: The company offers a dividend yield of around 5.16%, providing a steady income stream for investors

5. Financial Health: Taliworks has a solid financial position. It has shown strong financial performance in the third quarter, with significant revenue and net income growth compared to the previous year. The company's diversified business operations and strategic focus on infrastructure and utility businesses have contributed to this positive outcome.

For 2025, Taliworks Corporation Berhad is forecasted to experience earnings growth of 19.3% and revenue growth of 22.3% per annum. These projections reflect a positive outlook for the company, driven by their diversified business operations and strategic investments in infrastructure and utility projects

Good time to collect ttvhb when it’s down.. you will reap the fruits in medium term:

1. Growth Potential: The company is well-positioned to benefit from the growing demand in the semiconductor and solar cell industries. Their focus on developing advanced vision inspection systems and ROBOTIC solutions aligns with industry trends.

2. Strong Market Presence: TT Vision Holdings Berhad operates in multiple countries, including Malaysia, China, South Korea, the Philippines, Germany, the United States, Singapore, Thailand, Japan, and Hong Kong. This diversified market presence helps mitigate risks associated with dependence on a single market.

3. Technological Advancements: The company is investing in new technology to enhance its production capabilities and improve product offerings. This commitment to innovation can drive future growth and profitability.

4. Financial Stability: TT Vision Holdings Berhad has a solid financial position, with a strong current ratio and low debt-to-equity ratio, indicating good short-term financial health and low financial leverage.

5. Positive Outlook: The company's strategic investments and expansion plans are expected to drive future growth. Their focus on expanding market presence and improving technology positions them well for future success.

VS Industry on track for a growth spurt in next financial year

VS industry is expected to remain on track for a growth spurt in financial year 2025 (FY25) bolstered by its leadership in trade diversion and ongoing contract discussion, says UOB Kay Hian (UOBKH) Research.

A strategic change in its main customer direction also opens a new era of opportunities for VS industry.

transformation has enabled VS to gain increased traction with the customer, offering enhanced supply chain flexibility and a broader product range.”

With an expanded geographical footprint across the region, the research firm said VS is now strategically positioned to cross-sell its new capabilities into diverse markets, driving stronger margin growth and increasing its success in securing multi-site job tenders.


“The recent win of two new product lines is a clear testament to this progress,” it said in a report.

According to UOBKH Research, the new order win was secured from its key customer for the manufacturing of selected consumer electric products on a box-build assembly basis. This is expected to bring in a recurring revenue contribution of RM300mil for FY25 and RM1.2bil for FY26.


https://www.thestar.com.my/business/business-news/2024/11/21/vs-industry-on-track-for-a-growth-spurt-in-next-financial-year

Velesto collaborates with Petronas to implement automation, robotics on its drilling rigs

https://theedgemalaysia.com/node/734654

Smart investors know how to ignore tin kosong making noise when they see one..

@Markv572421 has gone quiet and dumb.. lol

The stock starts to move now… onboard!

Haha where are the naysayers..

Now the stock starts to move up… Onboard and u shall see the result in medium term..

Samaiden Group Bhd has entered into a collaboration with Tokyo-listed Chudenko Corp to explore opportunities in renewable energy in Malaysia and overseas markets.

Chudenko, a leading engineering firm in Japan and affiliate of Japan’s electric company Chugoku Electric Power Co Inc, is a substantial shareholder of Samaiden with a 15.15% equity stake.

In a statement, Samaiden said the agreement includes a joint investment or venture in renewable energy projects including a rooftop solar energy project for Japanese customers, and collaboration in the introduction of technology in operations and maintenance of renewable energy projects as well as other technologies.

“This collaboration allows us to leverage on each party’s strengths to accelerate growth in the RE sector while enabling us to tap on Chudenko’s broad business network, especially in the area of renewable energy business.

“Not only does it open us up to business prospects in Japan, but the group can also leverage on Chudenko’s technical know-how to enhance our existing offerings.

The group said the agreement is expected to contribute positively to its future earnings upon successfully implementing the solar PV related project.

Possibly more projects to come..by then it will be too late to enter…
Better onboard first before it rockets up

Samaiden secures RM52mil solar PV power plant job

Samaiden Group Bhd has accepted a letter of award from Legasi Green Power Sdn Bhd to undertake, amongst others, the main contract works in relation to the development of a 14 megawatt alternating current large scale solar photovoltaic power plant in Sungai Petani, Kedah, worth RM52mil.
the award is expected to contribute positively towards the future earnings of the company during the duration of the project.

https://www.thestar.com.my/business/business-news/2024/09/30/samaiden-secures-rm52mil-solar-pv-power-plant-job

OTB just brush away the fact that the collaboration between ytl and Nvidia maybe CALLED OFF… Lol…

Does Nvidia want to collaborate with party that is under investigation for corruption? Likely No…

There are tonnes of parties who can collaborate with Nvidia besides Ytl….

Don’t be surprise when Nvidia call OFF the data centre collaboration with YTL…

That time the share price will tank like no tomorrow…

So better cut now than be sorry later on…

Probably those supporting with info like OTB is already dumping…

GOOD LUCK

Better stay away from this counter
I’m sure macc has info that’s why they investigate

Now the biggest question is whether Nvidia will still collaborate with Ytl under such circumstances…
I’m sure Nvidia wouldn’t want to be associated with party under corruption investigation…

U guys think and see la…I’m already out of this counter… Good luck

Despite the recent movements in the ringgit, RHB Research said the company is anticipated to record a financial year 2025 (FY25) earnings growth of 37%.

This is expected to be driven by the normalisation of a major customer’s orders, the contribution of a new customer with approximately RM300mil of new orders expected and also a turnaround of its China subsidiary post-restructuring.

Also, the company’s establishment of its Philippines operations should commence early next year although the research house only expects positive earnings contribution from this area in FY26.

“The explosive three-year earnings compounded annual growth rate of 30% will be anchored by the expansion into the Philippines for significant market share gain, whilst the development of new capabilities will broaden the supply chain network to enhance the company’s profitability.

This is Not tech stock…
My goodness…

Maybank maintained its 'buy' call on VS Industry, with a target price (TP) of RM1.28 .

While HLIB also reiterated its 'buy' call on VS Industry, with an unchanged TP of RM1.42.

Possible some ppl wants to collect low…

Dont be affected by someone who wants to create negative sentiment

Taking some profit is normal…

Good to collect… bright outlook and stand to gain from China US friction

Sept 24): VS Industry Bhd fourth quarter net profit surged 107% from the year before, due to a one-off gain of RM46.7 million arising from the partial disposal of its equity interest in a subsidiary and increased orders and a better product mix that helped improve utilisation rate.

Net profit for the three months ended July 31, 2024 (4QFY2024), rose to RM126.66 million from RM60.96 million in 4QFY2023, as revenue rose 5.6% to RM1.21 billion from RM1.15 million. Earnings per share rose to 3.28 sen from 1.58 sen, its bourse filing showed.

Adjusting for the one-off non-cash item, the group's 4QFY2024 net profit would be RM80 million, up 31% from RM61 million a year ago.

The group is expecting its positive earnings growth momentum to continue into FY2025 as sales orders from its key customers continue to pick up in tandem with improved consumer sentiments and new model launches, managing director Datuk SY Gan said in a statement.

The group’s newly incorporated Philippines subsidiary has secured new orders with an aggregate value of about RM1.5 billion for the next two years, of which 300 million is expected to be realised in FY2025 and RM1.2 billion in FY2026, Gan said, based on anticipated sales volume and pricing.

The group declared a fourth interim dividend of 0.6 sen per share to be paid on Oct 26. It also proposed a final dividend of 0.6 sen per share to be paid on a date to be fixed once shareholders approve it.

https://theedgemalaysia.com/node/727827

Samaiden in JV to expand RE presence in Indonesia

Samaiden Group Bhd is set to expand its presence in Indonesia’s renewable energy (RE) market through a joint venture (JV) with PT MCS Bina Energi (MCS).

this collaboration will enhance our capacity to provide more RE solutions and contribute positively to both our financial performance and the regional green energy transition said Samaiden group managing director Datuk Chow Pui Hee

https://www.thestar.com.my/business/business-news/2024/09/18/samaiden-in-jv-to-expand-re-presence-in-indonesia

Maxis partners with HPE to offer ‘AI-powered’ networking

This partnership will conquer today’s reshaped digital transformation complexities faced by Malaysian enterprises with a security-first, AI-powered offering to deliver secure, distinctive experiences from edge to campus to data center to the cloud with a Zero Trust, AI-driven foundation,” said Magic Hsu, general manager of HPE Aruba Networking for Southeast Asia, Taiwan, Hong Kong and Macau.

Maxis recently signed a memorandum of understanding (MoU) with China Mobile International (CMI) to boost 5G and digital innovation in Malaysia. The operator said that the MoU establishes a strategic partnership around the acceleration of 5G initiatives, fostering innovation and driving growth in the telecommunications sector.


https://www.rcrwireless.com/20240905/networks/maxis-partners-hpe-offer-ai-powered-networking

Take note EPF have been acquiring VS industry shares from 27 Aug to 2 Sept…

Good time to collect base on details as below. Buy buy buy…

VS Industry Bhd shows strong financial performance with significant improvements in net income and profit margins. The company maintains a healthy balance sheet with substantial assets and manageable debt levels. While they stand to benefit from the US China tension which more businesses will be channeled to VS.


Revenue: For the quarter ending April 2024, VS reported revenue of MYR 1.01 billion, an increase of 1.38% year-over-year

Net Income: The net income for the same period was MYR 54.42 million, showing a significant increase of 103.31% year-over-year

Net Profit Margin: Improved to 5.39%, up by 100.37% from the previous year

Net Operating Cash Flow: For the quarter ending April 2024, the net operating cash flow was MYR 200 million

Free Cash Flow: The free cash flow for the same period was MYR 40.02 million

@natsukoMishima
(So called fake jap)

Refer to this article dated 4 Sep 2024 and
eat your own words. Surely you are full of lies like what other said.

https://theedgemalaysia.com/node/725517

Of the five research houses covering UWC, three have it on “buy”, including Nomura, Phillip Capital and JP Morgan, while the remaining two have recommended holding the stock, according to Bloomberg. The consensus 12-month target price is RM3.34.

@NatsukoMishima

TP 3.34 IS AS PER NEWS ARTICLE DATED 4 SEP 2024 BRO !!

I guess u don’t read latest news. Update yourself with latest news ! I guess u r also another who likes to spread incorrect information to push down the prices. Can tell from your rubbish statement.

Of the five research houses covering UWC, three have it on “buy”, including Nomura, Phillip Capital and JP Morgan, while the remaining two have recommended holding the stock, according to Bloomberg. The consensus 12-month target price is RM3.34.

Go and search on theedge

Of the five research houses covering UWC, three have it on “buy”, including Nomura, Phillip Capital and JP Morgan, while the remaining two have recommended holding the stock, according to Bloomberg. The consensus 12-month target price is RM3.34.

US China tension will benefit VS industry… onboard before too late..

Samaiden Group Berhad (Samaiden) has posted a robust performance for FY24, driven by improved margins and significant growth in core earnings. The company has maintained its target price (TP) at RM1.57 and continues to hold a BUY recommendation.

All analysts have reiterated a positive outlook on Samaiden. A BUY recommendation is maintained with a TP of RM1.33 to RM1.57, reflecting potential returns of 22.3% to 44.0%. This confidence is based on Samaiden’s strong performance in renewable energy initiatives and its ability to leverage new government programmes and schemes.

Samaiden’s net profit for FY24 surged by 52% year-on-year, reaching RM16.0 million, which was 12.7% above forecasts and 4.4% ahead of consensus estimates. The strong earnings growth was attributed to large-scale solar projects and high-margin commercial and industrial (C&I) jobs. Despite a 23.7% sequential decline in revenue to RM57.2 million due to the nearing completion of several Large-Scale Solar 4 (LSS4) projects, profit after tax (PAT) increased by 41.4% quarter-on-quarter, driven by favourable margins on ongoing projects.

The company’s outstanding order book, valued at RM313.5 million as of June 2024, is expected to sustain activity over the next three years. Prospects for order replenishment are promising, with upcoming EPCC tenders for the Corporate Green Power Programme (CGPP) and the 2GW LSS5, alongside additional quotas under the Net Energy Metering (NEM) programme.

https://www.businesstoday.com.my/2024/08/30/samaidens-outlook-will-be-even-brighter-maintain-buy/

Taliworks Corp Bhd said its second quarter net profit climbed 43.92% to RM16.99 million from RM11.8 million a year earlier, amid improved performance from the water treatment and supply segment as well as lower provision for heavy repairs in the toll highway segment.
Revenue for the quarter ended June 30, 2024 (2QFY2024) rose 11.17% to RM98.97 million from RM89.03 million previously, contributed by all operating subsidiaries except the water treatment and supply segment, the group said in a filing on Monday.

Taliworks is involved in water treatment and supply, highway toll operations, engineering and construction, waste management and renewable energy.

The group declared a second interim dividend of one sen per share amounting to RM20.2 million, to be paid on Sept 27. Based on its closing price of 78.5 sen on Monday, the trailing 12 months’ dividend payout gives a yield of about 5.92%.

In the toll highway business, the Grand Saga Highway registered tremendous growth in traffic volume following the opening of the SUKE Expressway as well as from greater economic activities, said the group.
Taliworks said it is also expecting the receipt of government compensation on deferred increase of toll rate in the current financial year of FY2024.