The One
Followers
1
Following
12
Blog Posts
0
Threads
59
Blogs
Threads
Portfolio
Follower
Following
1 week ago | Report Abuse
Dont worry, buy more.Date of Change Type Number of Shares
07-Jun-2024 Acquired 3,000,000
Registered Name
Yeoh Tiong Lay & Sons Holdings Sdn Bhd
Nature of Interest
Direct Interest
Nature Interest
Direct Interest
Shares
Ordinary Shares
Reason
ACQUISITION OF SHARES VIA DIRECT BUSINESS TRANSACTION
2 weeks ago | Report Abuse
Cannot be caused by a analyst report today. Many other reports have TP of 3 and above for months. It’s only either they found gold or some other catalyst that is insider informed. And no other counters have gone down amid one Citi forecast of oil supply. Stay tuned for exciting developments is the real answer.
2 weeks ago | Report Abuse
Ready, Get Set, KSL tomorrow and all super johor counters. Wall St rallies, dollar drops after cooler US inflation; Fed in the wings
2 weeks ago | Report Abuse
Singtel in talks to build data centre in Iskandar Puteri, Johor.
2 weeks ago | Report Abuse
Maintain BUY, TP rises to MYR2.00 from MYR1.54, 49% upside with c.2% yield. We think the market has not fully priced in the upside potential of Google’s recent announcement of its USD2bn investment in Malaysia. The tech giant’s announcement of MYR1.74bn in capex for the first Google data centre (DC) and Google Cloud region may just be the beginning. The potential impact of this on earnings may be under-estimated. Our new TP reflects the incremental value of the contribution from the Google facility, as well as the faster turnaround of Sime Darby Property’s industrial parks ahead.
2 weeks ago | Report Abuse
Not only DC and whatever hype there is now on property counters of Johor. When the HSR eventually happens, and it will, all the property counters will leap up like crazy. So holders of KSL, keep your jewels and add to it.
2 weeks ago | Report Abuse
Another director bought 300000 shares at 1.22 what do you do?
2 weeks ago | Report Abuse
Google launched its 4th data center in SG. Total investments is 6B. Google only invested 2B in Sime MY. Lots of growth potential in MY. Sime Prop is main beneficiary. Amazon AWS has three locations in KL, NSembilan. Sime is a must buy.
3 weeks ago | Report Abuse
The following are rankings of APAC MARKETS FOR DATA CENTERS. KL + JOHOR is just behind Beijing. So Sime Darby Prop + Google, YTL + Nvidia and Microsoft in Johor we are talking BIG markets here. Mah Sing with Bain is just a small time player. Sime Prop will shoot past it's IPO price of 150 this round. Buy!
3 weeks ago | Report Abuse
Let's see the breaking of resistance of 1.30 today. Start buying when that happens.
3 weeks ago | Report Abuse
KPPROP building data center in Penang. Share price shot up!
3 weeks ago | Report Abuse
When the party was over yesterday, those who left say AYE!
4 weeks ago | Report Abuse
Big deal ! Share price to shoot through the day !
4 weeks ago | Report Abuse
KUALA LUMPUR: Google will invest RM9.4bil (US$2bil) to house its first Google data centre and Google Cloud region in Malaysia, which is expected to support 26,500 jobs across various sectors and have an economic impact of about RM15.04bil, said the Ministry of Investment, Trade and Industry (Miti).
The project, the technology giant's largest planned investment in Malaysia, will be located in Sime Darby Property's Elmina Business Park in Greater Kuala Lumpur.
As predicted !!!
4 weeks ago | Report Abuse
Something is not right about this Mahsing. It's gone crazy.
4 weeks ago | Report Abuse
Director bought at 1.29 100,000 shares and retail investors are selling..
4 weeks ago | Report Abuse
Results are consistent quarter after quarter and yet price in doldrums
4 weeks ago | Report Abuse
Many stocks don’t pay dividend too but share price go up. This one and KP Prop same situation. Don’t pay dividend and get hammered.
1 month ago | Report Abuse
Assuming eps fy24 is 45sen, PE 6X, 2.70. PE 5 then 2.20 at the very least.
1 month ago | Report Abuse
Valuation
We arrive at a new SOP-derived TP of RM4.12/share (previously RM3.29/share). This incorporates an increased P/E multiple of 20x (previously 16x) for the property development and property investment segments (excluding Sunway REIT) to reflect the upbeat property sector sentiment. We value SunCon and Sunway REIT based on our latest TPs. As for the healthcare division, we peg the valuation at a 24x EV/EBITDA (previously 20x), to account for its strong earnings growth trajectory ahead driven by expansion plans. Meanwhile, the trading & manufacturing and quarry segments are valued at 12x CY25 earnings. Maintain Buy.
The potential inclusion of Sunway as a new constituent of the FBMKLCI could serve as an added catalyst. Currently ranked 23rd by full market capitalisation, Sunway is eligible for inclusion in the benchmark index and is expected to replace the lowest-ranked constituent stock, AMMB, based on the latest market capitalisation data.
2 months ago | Report Abuse
What was Dayang’s historic high anyone ?
2 months ago | Report Abuse
Very resourceful this MRCB!
2 months ago | Report Abuse
Monday and Tuesday : 1.90, 2.20
Wed: Rayakaya
2 months ago | Report Abuse
Mr Koon, your predictions have come true, and many owe you appreciation. Thank you for your kind sharing. Hope you will continue to post more often and wish you many blessings.
2 months ago | Report Abuse
If it breaks 1.65, then there is no stopping it to 2.0.
2 months ago | Report Abuse
Today Char Kway Teow Day. Khoo family starts KSL Char Kway Teow shops all over.
2 months ago | Report Abuse
Resistance was at 2.40, support line as well. So stay strong and let it blast through 2.45 to higher skies. It has gone past 2.47 previous high today. So the sky is the limit now.
2 months ago | Report Abuse
Oil prices cannot be lowered in 2024, with the USD expected losing strength in the second half. Rate cuts will not happened in 1st half, so oil will trade at a 85-90 band. But as gold has shown, oil will definitely be on the way up past 100.
2024-03-25 12:21 | Report Abuse
Thanks KKY, always appreciate your valuable opinions. Hope you will also recommend some solar related counters. At least we can be rich together.
2024-03-19 22:58 | Report Abuse
It’s a buy tomorrow. Recent PE was at 30 and today only 26.
2024-03-13 20:39 | Report Abuse
Can someone explain why EPF buy and sell large chunks within the same day?
Stock: [DAYANG]: DAYANG ENTERPRISE HOLDINGS BHD
2 days ago | Report Abuse
Damn strong