Wow.. what I predict yesterday really come true.
Today is breaking 25-26sen.

I am so glad that I made a wise decision to bought back Novamsc at 0.16-0.165.
It is really not an easy decision to bought back a counter at higher price after you have sold it on a day before at RM0.145.

SWSCAP is a undervalue GEM.

1st TP: RM0.285
2nd TP: RM0.39
3rd TP: RM0.54

Why choose SWSCAP:-
1) Solid business with solid asset (Factory in Northern & Southern).
Furniture business and Plastic business are proper business. All they need is just to wait for the cycle. When raw material drop, or demand increase, you will see profit come it.

2) MBL acquired a lot of the share at higher price. Sure one day the share price will at least go back to MBL's purchase price.

3) Current market cap is very low, RM68 mil only. Its NTA have minimum RM150-RM200mil if take into account the revaluation of its property and land.

First time I saw use share to pay for consultancy fee.

Last time I know got a big company group, always use its hotel hall or hotel room to pay for its audit fee.

@kkl123, I am eating also, am I a big shark? haha, I hope so.

Seem like my target price will hit soon:-

TP1 : RM1.00
TP2: RM1.50
TP3: RM2.30 (by 2025)

Will YBS hit RM1.00 or RM1.20 before the ENOVIX Grand Opening?

FREMONT, Calif., July 03, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, today announced it will hold a grand opening of Fab2, its high-volume production facility in Penang, Malaysia, on August 8, 2024.

The grand opening will provide key supporters such as customers, investors, business partners, and local officials the opportunity to tour the facility and hear from Enovix executives.


“We are excited to welcome distinguished guests to our high-volume factory from which we will produce category-leading silicon batteries based on our own advanced manufacturing process,” said Ajay Marathe, COO of Enovix. “Our Malaysia team of now nearly 300 people between Enovix associates and the staff of our manufacturing partner have done an incredible job bringing up both the facility and the production equipment to meet World-class standards for customers.”

Located at the Penang Science Park, Fab2 has been built to house up to four high-volume production lines capable of producing tens of millions of high-performance batteries for consumer electronics devices such as smartphones, IoT devices, and laptops.

Enovix has begun producing initial samples for customers from its Agility Line in Fab2 and in parallel is finalizing Site Acceptance Testing of the line. Enovix is also far along in bringing up its first high-volume production line in time to support customer needs as they progress through the qualification process this year. Factory Acceptance Testing of the high-volume line was recently completed.

For those not in attendance at the grand opening, Enovix plans to release a video tour of the facility shortly after the event.

Hopefully tomorrow will break 25-26sen

Ambank has just upgrade Healthcare Sector.

TDM is a Healthcare Counter that covered by its Plantation skin.

1) TP 1 = RM0.29
2) TP 2 = RM0.36
3) TP 3 = RM0.44

Yup... something brewing
After sleep for 3 years, now it is about to wake up.

DANCO has restarted its engine.

TP1: 55sen
TP2: 78sen
TP3: 95sen

Estimated EPS for FY2024 should be 6sen
Q1 - 1.0sen
Q2 - 1.5sen
Q3 - 1.5sen
Q4 - 2.0sen

Annual Revenue = RM140mil
Market Capital = RM1.4bil

Super overvalued.... Only can buy based on TA chart, FA totally wont touch.

Tomorrow is the 1st day of 2nd half year.
Wish everyone Heng Ong Huat.
Wish KLCI break 1700 by end of the year.
Wish FBMSMCAP break 23,000 by end of the year.

Good closing... Everybody should have a happy weekend this week.
Next week is July, it will be a great start for NOVAMSC... 25sen, 35sen and 50sen is coming.

Standby cash, prepare for this three scenario:-

1) Proposal extend again, share price may drop to 40sen. (Action: Accumulate slowly, batches by batches)
2) Proposal terminated, share price may drop to 33sen (Action: Revisit own portfolio, see which one can be take profit or cut loss, sell it and buy into Ekovest).
3) Proposal executed, limit up immediately or climb to 80sen within a week. (Action: Monitor closely, sell some (20-30%) when peak, buy back some when T+2 drop back. Major share (70%) hold tight tight till next year when DUKE announce listing.

YBS’ new plant, with a 340,000-sq-ft production floor, sits on a 10-acre site in the Penang Science Park in Seberang Prai.

Can you imaginze how big is it, and how much revenue to be generate if this plant really fully occupy?

This factory is to produce high end battery products, it is very small products, not big item like steel bar or furniture.
1 small carton box may only can easily fill up 100 battery and it could worth few thousand. One 40ft container shipment could easy worth few million US dollar.
Unlike other low end manufacturer, 1 40ft container may only worth RM100-200k worth of goods.

With such a big plant (340,000 sqft), I think within 2-3 years YBS will achieve annual revenue of Rm1bil, or minium RM250mil per quarter.

Be patient everyone.
Let the bullet fly for a while first.
Just hold your ticket tight, Year 2025 will be the game changer year for YBS.
Marked down today market cap of RM205mil.
In 2025, you will see the market cap double or triple (minimum RM500mil).

SWSCAP is a undervalue GEM.

1st TP: RM0.285
2nd TP: RM0.39
3rd TP: RM0.54

Why choose SWSCAP:-
1) Solid business with solid asset (Factory in Northern & Southern).
Furniture business and Plastic business are proper business. All they need is just to wait for the cycle. When raw material drop, or demand increase, you will see profit come it.

2) MBL acquired a lot of the share at higher price. Sure one day the share price will at least go back to MBL's purchase price.

3) Current market cap is very low, RM68 mil only. Its NTA have minimum RM150-RM200mil if take into account the revaluation of its property and land.

When Kossan new HQ will be officially launch?
Everyday I passed by it, such a nice building, very ESG style of building, especially if you compare it to Top Glove Tower.

MBL, bila you nak bagun.
Sudah tidur lama, it is time to wake up la.
Stand up and let market see how tall you are.

I hope 1 day DANCO can fly like Notion..
From RM0.40 all the way to RM2.30.
Can't imagine if one day DANCO share price reach RM2.30..

But please do take note this is a very risky counter.
And it is overvalue now.
If you want to buy, you are buying based on trend only, not base on fundamental.
Unless the company technology products really breakthrough and start generate 5-10mil profit per quarter, then only it will become a good fundamental buy.

Yup, agreed with messi.
This round Novamsc uptrend looks sustainable.
That why I sold at 14.5sen. and bought back again on 16-16.5sen.
Based on the transaction volume and gut feeling, I feel that anything below 20sen is just a step stone for it to leap higher to 25sen, 30sen or even 35sen (if market condition is good, sentiment is good, company got good news)

I sold my last block of Cabnet share.
Now the share price is beyond the fundamental value d, so I have no reason to continue hold it. Now let the Technical Analysis trader to continue the part 2.

Thank you Cabnet, this is one of the most successful counter I have discovered.
I have no insider news, no connection with operator, I just purely invest it as it is really undervalue at that moment (Around 25-28sen), and I am betting that since all the M&E counter have move up (i.e. Powerwell, MNholding), sure one day CABNET will be move also, so I just keep accumulate, and finally make close to 80% return (because I have sold 50% last week to lock the profit and take back my capital, and balance all pure profit which I have dispose batch by batch from 47sen till 57sen).

Thank you Cabnet, thank you everyone.

Very soon, once the petrol subsidy has removed, you will see more people using DUKE n SPE highway. Previously these group of people feel that the toll fare too expensive, so they rather spend more time using other road. But with the increase in petrol & diesel price, now these group of people need to recalculate their cost, and they will find out paying toll can save more on petrol.

Don't worry, always look at the fact n figure.

1) Klang Valley population is increased everyday, so DUKE and SPE highway usage will only be increase.

2) Highway concession is cash cow business, following the completion of SPE (DUKE 3), there is no more cost need to incurred for the highway (except the routine maintenance cost). So the cash flow will only getting better n better (unless there is another round of MCO).

3) RTS between Johor & Singpore sure will be the next most eye catching infrastructure project. Ekovest is so fortunate to be able to secure this project (thanks to its good relation with Johor Royal Family). With more n more project and infrastructure to be invested in Johor, Ekovest & IWCITY sure will be benefited from the rise of JOHOR.

4) Compare to other property counter or construction counter, EKOVEST is really undervalue as its share price has no move, while other has gone up 100-200%. So, this counter only have 1 way to go, which is go up.

@paktua73, I like your target price of RM0.75.
This is beyond my imagination.
Great Job.

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Achieved on 10th May 2024)
TP 3 = RM1.20 (Hopefully can be achieved within Year 2024)

RM1.20 will be achieve anytime soon.

Cabnet is strong!

I see a very good sign in today Glove Counter.
Within 5 minute from the afternoon session, everyone take profit and runaway.
The entire market has loss their faith on Glove counter.
Everyone is trying to escape from glove counter.
Those retailer no longer aim for big profit (i.e. hoping the share price go back to RM2-3, now as long as earn 2-3 sen they willing to take profit or cut loss d.

I really hope one day all the Glove counter can back to their previous time, whereby only institute player, or long term retailer will buy, there is very little day trader or immature retailer transact glove counter.

Yesterday RHB-OSK give Topglove a target price of RM1.32, based on their estimation below:-

"We expect TOPG to deliver a core loss of MYR40-45m from a core loss of MYR66m in 2QFY24.

Today, Top Glove delivery a superb result of RM58mil.
Even if we exclude the one-off disposal profit, the net losses is still far far below than RHB-OSK expectation.

Shall RHB-OSK revised their target price to RM1.65 (25% upward), as Top Glove turnaround plan is beyond their expectation, and cash flow has improve substantially follow the disposal of excess land.

Today Many counter drop, but Novamsc is still standup firmly.
Very good.

Today many counter fall, but PPHB still stand up firmly.
Very good.

TDM is the real gem, it will shine bright like a diamond very soon:-

1) TP 1 = RM0.29
2) TP 2 = RM0.36
3) TP 3 = RM0.44

OMG.... Finally OTB is here also.
Finally this super Gem PPHB has attracted more n more smart investors to look at it.

Sold partially, take back my cost of investment.
Balance unit still alot, let the profit run.
I alone ate the fish tail, still got the body and head, everybody eat together.

At the meantime, reload my bullet and go to hunt for another fish.

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Achieved on 10th May 2024)
TP 3 = RM1.20 (Hopefully can be achieved within Year 2024)

Dream come true soon!!!

Thank you Cabnet, thank you very much.
Few month ago I jump boat from powerwell, and double the ticket in Cabnet.
Finally it pay off.

JAYAPLUS DEVELOPMENT SDN BHD
CABNET HOLDINGS BERHAD
PARAGON GLOBE BERHAD
All of them are inter-related.
This project maybe related to DATA CENTRE

Already fully load, seat belt fasten, anytime I am ready to depart.

Finally, Cabnet has grab 1 project worth RM46mil, at Johor Bahru.
It is a good start for Year 2024.
More n more project to come, as Johor Bahru is booming.

https://theedgemalaysia.com/article/cabnet-inks-deal-bid-internet-data-centre-johor

I bought at 11sen, sold all on yesterday at 14.5sen, because I saw the purchasing power very weak, feel that it will drop back anytime soon. So I quickly take profit, and hope it can drop back to 11-12 sen.

But today3-4pm I saw it break 16 - 16.5sen, I feel this round it will go further, coz the buying power is very strong and very fierce, so I jump in again at 16sen and 16.5sen.

I am not familiar with this counter, hope it can continue to go up.

AK Industries now become AK47 d.
Very powerful.

Only 1 vessel, Alam Kuasa.
And take note that for the coming quarter, it has been schedule for dry docking, so revenue will drop due to the dry docking.

Here are the extraction from latest QR:-

Revenue and profit from the shipping bulkers segment is expected to be stable throughout the year 2024 as the only remaining vessel, Alam Kuasa, is under long-term contract at fixed contracted rate subject to bunker price adjustments and will not be affected by open market
charter rate volatility. However, the results of the coming quarter will be affected by dry docking of the vessel for scheduled maintenance.

Brother @Alex_Kho, please don't simply create article that can misleading investor ya.

MAYBULK has already sold most of its vessel, now left only 1 vessel.
And this vessel has been chartered to customer at fixed rate long term contract, so the fluctuation in shipping rate will not have impact on MAYBULK.

Technically, MAYBULK is no longer a shipping / Logistic company, now its main business is manufacturing of the steel racking system.

Seriously, market capital RM115mil is too low.
MBL is worth at least RM250mil, or RM1.00 per share.

@Michael Kwok, TDM can entry again?
Appreciate if you can share your prediction here again.
Personally I feel TDM will be outperform for 2nd Half Year, as I predict both of its engines (Plantation and Healthcare) will have significant improvement.

Kenanga's Analyst must be a Glove Hater, as its analysis are too bias.

Company like Harta & Kossan has already mentioned in the AGM or Analyst briefing that their plant utilisation has increased to 80%, and even Top Glove also re-commissioning few plants (previously was shut down) as existing plant are insufficient to meet the demand.
Why Kananga still using 45% plant utilization in their research report?