Analysts upbeat on F&N's earnings prospects as Thai ops set to improve
-A+A
KUALA LUMPUR (Feb 7): Analysts are optimistic about Fraser & Neave Holdings Bhd’s (F&N) performance in the quarters ahead as they see its operation in Thailand improving with the return of international tourists and the strengthening of the baht against the ringgit and US dollar.
https://www.theedgemarkets.com/node/654238

https://www.freemalaysiatoday.com/category/nation/2023/02/06/subang-airport-set-for-revamp/

Lotte Chemical unlikely to pay final dividends in FY22, dividends for FY23 after recording largest annual losses, say research houses
https://www.theedgemarkets.com/node/653790

https://www.theedgemarkets.com/node/653737

i tell you one secret, the best time to buy a stock is no one wants to comment here..that is the time.
i am the only one who occupies here, spacious space here for me move around and talk anything i like..

Today i take out my last reserve and topped up Affin @ RM 2.09

Wish my luck in Affin

Fixx fuxx fuxx fuxxx

Bottom fishing @ RM 0.27

Still not yet bought..?
Already too late for you to collect as anymore..!
Shoot shoot shoot?

Finally oil price explode explode explode

Fuxx phy, dont want to retired. Greedy

https://www.nst.com.my/business/2023/01/871190/2022-exciting-fn-equally-bullish-about-2023

杨忠礼集团3公司 信用评级素质获肯定
https://www.chinapress.com.my/?p=3283176

Posted by bnmacai > 2020-09-13 23:03 | Report Abuse

Nepo,

Poic is a direct competitor, not a complement. You may check what POIC offers. Unless one day Suria come up and say they gonna acquire POIC bla bla... but it won’t happen. Not for now. Taiwanese is holding certain % is Poic.

==================================================
Posted by human > 2020-09-14 16:03 | Report Abuse

Poic is Palm Oil Industrial Cluster (POIC).
The current Poic is new 28++ acres development of palm oil processing industries with port facilities.

Suria Capital has 4 main business segments, one of them is port operations which operate under subsidiaries Sabah Ports Sdn Bhd.
SPSB main revenue is from 7 ports and 1 oil terminal.
One of SPSB ports Lahad Datu Port is serving existing developed palm oil industries.

Poic Lahad Datu ports facilities is meant to support industries under the new Poic development while SPSB Lahad Datu ports facilities is serving existing Lahad Datu developed palm oil industries.

These ports are not meant to compete with each other.

Suria Capital major shareholder is Warisan Harta Sabah (Sabah State government investment arm) while POIC is setup by Sabah state government to attract investment to Sabah.

They are different and not conflicting.
=======================================

I re-read and re-read the above comments..still give me a impression that POIC is a direct competitor of Suria.
Only if Suria acquire POIC, if not..Suria further growth is restricted..

Any latest and updated news regarding POIC? How is POIC now..?

https://www.klsescreener.com/v2/news/view/1097993

Can buy already
Topped up @RM1.45

ABLEGLOBAL AGM

主要业务：

锡罐制造 – 制造各种类型的罐头和容器，及提供锡片印刷服务。大部分产品都卖给食品、油漆、化学和食用油的客户，主要售卖给本地。

奶制品 – 售卖炼奶，淡奶和大小包装奶粉， 80% 的产品都是出口至美洲、非洲和东南亚地区。目前产能为每年160,000 MT。

营业额地区分布：

• 非洲 (15.0%)
• 亚洲 (41.6%)
• 中美 (9.3%)
• 欧洲 (0.8%)
• 墨西哥 (0.5%)
• 马来西亚 (32.9%)

公司所服务的领域如下：

• 锡罐制造 25.5%
• 奶制品 74.5%

股东特大摘录：

1) 营业额

• 公司出口至中美地区的销售在2021年出现大幅度的下滑 (从RM80 mil下跌至RM46 mil)，主要是公司在墨西哥的联营工厂已经开始营运。该工厂主要出口给墨西哥和美国等周边国家，而联营公司的营业额并不会纳入集团的营业额当中；

• 管理层表示虽然目前全球都在面通胀的问题，但这并不会影响公司产品的需求，客户也已经接受公司提高产品的销售价格。

2) 成本

• 公司主要的原材料是镀锡 (tinplate) 和奶粉 (milk powder)，各占了公司30% 及70% 的库存。库存的提高主要是公司为了囤积更多原材料，确保生产不会出现断层；

• 管理层表示原材料价格的上涨平均在落在10% 至50% 的区间；

• 目前公司正在尽可能把额外的成本转嫁给客户，但转嫁的速度比不上原材料上涨的幅度；

• 随着原材料价格近期的走势比较稳定，公司的profit margin在未来预计会正常化。

3) 墨西哥厂房

• 墨西哥工厂的产能和大马相同，每年大约可生产80,000 MT的奶制品；

• 目前公司还在等待相关单位的出口准证 (Export permit)，只要获得出口准证，公司的墨西哥工厂就可以出口至周边国家如美国；

• 公司也获得Walmart的批准，目前可以出口至全球的Walmart分店。Walmart所有的供应都会来自墨西哥厂房；

• 目前墨西哥厂房使用率维持在20%；

• 墨西哥厂房的营运让公司在大马的厂房有空出的产能。管理层也会积极寻找亚洲的客户去填补额外产能，提高厂房使用率。

4) 公司目前也是面对劳工短缺的问题，最低薪金制也会部分影响公司的盈利。管理层表示会转嫁成本给客户。

5) 未来并不会有大型的资本支出，主要的CAPEX都会用在替换久机器去提高产能效率。

后记:

公司的盈利成长取决于墨西哥厂房何时能获得出口准证。只要准证到手，相信管理层也能快速提高墨西哥厂房的使用率，实现更多盈利。我们预计公司未来1至2个季度的margin 会受到承压，但长期而言公司还是有能力把成本转嫁给客户。公司目前的本益比为10.6倍，假设盈利成长10% 左右，本益比会来到9.5倍，估值相对有吸引力。

You fatherfuxxker

Fuxx you

Can sb fuxx me pls

looking at this co, i was wondering whether my passive income fast enough to generate sustable income stream..cry

艾芬银行大马回教保险 合作经销保险产品

艾芬银行（AFFIN，5185，主板金融股）与大马回教保险（TAKAFUL，6139，主板金融股），签署一份银行回教保险（Bancatakaful）合约，成为战略伙伴。

https://www.enanyang.my/node/521195

gibye

While there were concerns among analysts about how Affin Bank would plug the earnings hole left by AHAM — the latter accounted for 20% to 30% of group earnings — it was nevertheless seen as a deal too good to be passed up.

The offer from CVC came at a time when the group urgently needed funds to feed its fast-growing Islamic banking business.

“We felt if we didn’t take the offer, we might never get another offer with similar valuations,” president and group CEO Datuk Wan Razly Abdullah Wan Ali said in a recent interview with The Edge.

The divestment, which was completed on July 29, enabled Affin Bank to recognise a net gain of RM1.063 billion, the bulk of which will be used to fund its core banking activities and for working capital.

It also helped lift its common Equity Tier-1 ratio, a key indicator of capital strength, to 16.3% as at end-September, from 13.4% three months earlier, well above the industry’s 15.1%.

Affin Bank was then able, in the third quarter, to strengthen its loan loss coverage ratio to 112.25%, from a mere 80% three months earlier, putting it more in line with the industry.

Deals of 2022: Best Mergers & Acquisitions - Affin Bank’s divestment of AHAM a sweet deal for all - The Edge Markets http://www.theedgemarkets.com/node/649923#.Y71HrMVxy3g.whatsapp

i have no retreat..
The ONLY way is move forward.........

Fuxx Revenue

Who is half rotten egg expert?

Glad to see buyer fuxx with mgt

Fuxx together revenue bosses

银丰:停职董事强闯公司 夺走约30箱文件

银丰集团（REVENUE，0200，主板科技板）发生管理层大地震后，今日公布其中一位被停职的执行董事，伍士宏带人强行闯入公司，并在没有获得批准的情况下，搬走约30箱文件与物品。

https://www.enanyang.my/node/519821

Successfully Bought at RM 2.02

Can buy already
I today quote buy 2.02

Fuxx HappyNewYear

中国退烧药产量翻4倍 农村缺药依然严重
https://www.chinapress.com.my/?p=3258079

Let see what is going to be tomorrow..?

Details of corporate proposal Dividend reinvestment plan applicable to the special dividend and interim dividend in respect of the financial year ending 31 December 2022 ("5th DRP")
No. of shares issued under this corporate proposal 61,559,377
Issue price per share ($$) Malaysian Ringgit (MYR) 1.8500
Date of listing: 30 Dec 2022

still not bought?
Buy now @RM3.55, you won't regret!

" We understand that the tariff revision was approved in principle by the State Cabinet in 2020 for implementation at a later date that will be decided by the state government. The tariff has remained the same over the past 35 years."
https://klse.i3investor.com/web/blog/detail/AmInvestResearch/2022-12-27-story-h-302787750-Ports_Beneficiary_of_growing_global_trade_activities

Fuxx amoi

Will this LNG facility helps to boost up Suria revenue like Bintulu Port Bhd?

https://www.theedgemarkets.com/node/649619

Omg, died

Private placement RM 1.75, not fair

Fuxx me sideways

https://www.enanyang.my/node/516750
首批300万桶 美国补充战略石油
2022年12月17日
（华盛顿17日讯）拜登政府正在兑现补充战略石油储备的计划，第一步行动是购买300万桶原油。

Top up @ RM 2.45

Can buy already @RM 0.27
Top up some

https://www.klsescreener.com/v2/news/view/1078071

I not buy..
stay aside for the time being..