dont look at EPF sells in Axiata only. why not try to look around all the EPF others portfolio? also same still sell maa. EPF is liquidate their asset because of RM10K withdrawal. From our part, we buy the stocks not solely because of EPF is invest or not. It is mainly because the strong fundamental, strong balance sheet, good cash flow, the coming catalyst of award or project maa. If institution also invest in those company, than it will much better but the main point let EPF buy and sell, after all EPF still gave 6.1% lorh.. so just take a cigar and drink and enjoy the capital gain of Axiata alright my friend.

Aeon announced that they will focus on technology improvements which is 30% of their total capex. The budget to technology capex will be RM60 million. They will build a comprehensive and integrated digital ecosystem. Currently Aeon will prioritise the right products based on customer demand rather than depend by its suppliers. With the digital connectivity, Aeon will be able to know the data. Another things, they will take a personalised approach for the product price rather than a blanket promotional price. So this will attract the customer better. Nice right...

Too early to sell my friend. MYEG conservatively atleast can reach RM1.10 and potentialy maximum of RM1.45

PPB's revenue 2021:

1. grain and agri-business contributed RM3.77 billion (76%) revenue
2. consumer products at RM645 million (13%) revenue
3. environmental engineering and utilities at RM205 million (4%) revenue
4. film exhibition and distribution at RM116 million (3%) revenue
5. property at RM115 million (2%) revenue
6. other operations at RM90 million (2%) revenue

Film exhibition which is GSC Cinemas will deliver stronger earnings growth after 1st April 2022 border reopening. High inflation this year will push the consumer products segment revenue too. Somemore RM10K EPF and BKM (BRIM alike) will help the product volume of high inflation impact. PPB is defensive stock. No worries. Enjoy the uptrend with cigar. puff puff~~

Market go back to DeFi? MYEG already offer its DeFi products to users of Digital Asset Exchanges (DAXs) which are licensed as Recognised Market Operators in Malaysia and abroad. DAXs operate platforms for the trading of various cryptocurrency assets, including Bitcoin and Ethereum.

https://www.myeg.com.my/services/defi

The 30 cornerstone investors from local and international that invest in Farm Fresh are:
1. Aberdeen Standard Investment
2. Affin Hwang Asset Management
3. AIA
4. Alcea Rosea (Creador)
5. Barings Singapore
6. Eastsprings Investments
7. Employees Provident Fund
8. Fortress Capital Asset Management
9. Franklin Templeton Asset Management (Malaysia)
10. Great Eastern Life Assurance (Malaysia)
11. Hong Leong Asset Management
12. Hong Leong Assurance
13. JPMorgan Asset Management (Singapore)
14. KAF Investment Funds
15. Kenanga Investors
16. Kumpulan Wang Persaraan (Diperbadankan)
17. Lembaga Tabung Haji
18. Manulife Investment Management
19. Maybank Asset Management
20. Merit Glory (Ikhlas Capital)
21. New Silk Road Investment
22. OAKS Emerging Umbrella Fund
23. Permodalan Nasional Berhad
24. Principal Asset Management
25. Social Security Organisation
26. UBS Asset Management (Singapore)
27. UOB Asset Management (Malaysia)
28. Urusharta Jamaah
29. Value Partners Hong Kong
30. Zurich Life Insurance Malaysia

https://www.thesundaily.my/business/farm-fresh-to-raise-rm1b-in-march-ipo-EI8903125

No worries my friend.

1. Farm Fresh is the second-largest player in the ready-to-drink milk category for 2021, commanding an 18% market share.
2. Farm Fresh is a market leader in the chilled ready-to-drink milk segment with a market share of 42% for 2021.
3. Farm Fresh is also the third largest player in the yogurt category, with an 11% share of the Malaysian market.
4. For FY2019 to FY2021, the group’s Compound Annual Growth Rate(CAGR) for revenue was 65.9% from RM178.2 million to RM490.5 million. Rose to 65.9% my friend.
5. Their home dealer network is the largest in the country amongst vertically integrated dairy companies which has extends the reach and enables their products for a greater penetration of the products. They have almost 1000 home dealers.

Somemore, Farm Fresh will deliver stronger earnings growth in the upcoming quarter driven because of the contribution:
1. Bantuan Keluarga Malaysia (same like BRIM) RM350 to RM2000 starting 28 March 2022
2. EPF withdrawal RM10,000 one-off starting 1 April 2022.
3. Ramadhan fasting & Aidilfitri raya festive seasons starting 3 April 2022 - 2 May 2022
4. Farm Fresh products also already in the 24hours convenience stores such as FamilyMart (250 stores), 7-Eleven(2400 stores), KK Mart(526 stores), MyNews(452 stores), CU Mart(40 stores). All these 24 hours convenience stores will contribute to Farm Fresh earnings as 1st April 2022 gov has allowed the businesses such as eateries & convenience stores to be open 24 hours.
5. Not to mentioned big supermarket & hypermarket will get an impact from consumer money of Bantuan Keluarga Malaysia(BRIM alike)/EPF RM10K/Ramadhan fasting & Aidifiltri raya festive seasons

Buy while still can. Remember 30 cornerstone has bought these Farm Fresh IPO too.

Buy before its too late

Axiata for sure will get the Digital Banking License.

Boost is the first fully digital financier in Southeast Asia to secure an investment-grade A1 rating from RAM Ratings for its maiden tranche of Senior Class A Medium Term Notes (MTN) of securitised financing receivables.

Boost Credit has a commendable non-performing financing (NPL) rate of less than 3% from funds disbursed to finance SME customers’ working capital, supply chain and invoice financing needs to grow their business. This is enabled by stringent credit scoring underpinned by a host of alternative data and AI models.

Gov also will not let down their own GLC for the award of Digital Banking License. Top 5 Axiata's shareholder:
1. EPF 16.29%
2. Amanah Saham Bumiputera 12.17%
3. Kumpulan Wang Persaraan 2.93%
4. Amanah Saham Malaysia 2.73%
5. Permodalan Nasional Berhad 1.62%

Dont forget the next catalyst of 5G-DNB's stake to be given by the gov to 4 largest telco operators which are Celcom, Digi, Maxis, Umobile.

1.KUB engaged in trading of liquefied petroleum gas (LPG). Their LPG's business making up 80% of KUB's revenue.
2. Border reopening 1st April 2022 with gov has allowed restaurants/eateries to be open 24 hours.
3. This will push the consumption of KUB LPG Solar Gas

AEON will deliver stronger earnings growth

1. Bantuan Keluarga Malaysia (same like BRIM) RM350 to RM2000 starting 28 March 2022
2. EPF withdrawal RM10,000 one-off starting 1 April 2022.
3. Ramadhan fasting & Aidilfitri raya festive seasons starting 3 April 2022 - 2 May 2022
4. Border Reopening starting 1 April 2022 will push more their retailing and property management services.
5. Most of AEON's stores are located in suburban residential areas aiming for middle income group too.

MYEG:

1. Upside catalyst for border reopening will use a lot of MYEG e-gov services which is immigration-related services will be the economic moat for the company.
2. MYEG also has partnership with JPJ Malaysia for online transportation services & for proof of concept for automation training & driving test system.
3. MYEG will deliver stronger earnings growth in upcoming driven by healthtech services which is Covid-19 breath test system
4. Cross selling of MYEG travel inssurance.
5. Border reopening also will use a lot of MYEG digital platform such as MySafeTravel and MyVTL-related services.
6. MYEG for its propelling outlook on the back of blockchain services with Bubi Technologies to develop Zetrix Layer 1 which serves as a parallel chain to the international backbone and supernodes of Xinghuo, China’s national blockchain infrastructure and expanding businesses to other countries which we believe could generate robust long-term growth.
7. MYEG has launched the global non-fungible token (NFT) marketplace, known as NFT Pangolin, to support the issuance and trading of NFTs.NFT — a non-interchangeable data unit, a token or asset on the blockchain that can be authenticated, sold, and traded — has grown exponentially in popularity in recent years among artists and investors alike.

You still have time to buy myfriend.

Congrats to those still maintain buy and hold this stock. Despite of pandemic covid-19 for these 2 years that whole Malaysia sekejap buka kedai, sekejap tutup because of lock down. Despite all of this, The Body Shop still able to maintain their 79 outlets in Malaysia & 39 outlets in Vietnam. Great isn't it?

Plus surprisingly, The Body Shop which before pandemic Covi19 was heavily rely on outlets revenue but in these 2 years they still able to get good cash flow (RM21.70m & RM32.29) and good cash from operating activities (RM22.94m & RM36.56m).

Just imageine, Malaysia reopening border is just around the corner with tourist, festive seasons... ofcourse their sales and revenue will be more than last 2 years.

Innature also have 273,000 loyal customer you know because this The Body Shop has operating almost 40 years old. The brand is quite strong to because they still make money even though pandemic, inflation, lock down.

Soon they will expand their Natura's brand too.

My friend, Scientex packaging segment contribute 68% in revenue and their capital expenditure for 2022 to spend Rm200 million for packaging machinery. Its nice one.

While property development contribute 32% revenue which their capital expenditure 2022 for property development will use Rm800 million to grow land bank on affordable house. This affordable house is a good target market in these recovery era for post-Covid19. The construction and property sector are slowly better now due to the government has allowed the sector to make applications for foreign workers. For Feb 2022 only, almost 200,000 foreign workers has been approved their applications to work for the affected sector that rely on foreign workers.

If you want to talk about their debt, their debt to asset ratio (below 1 ratio) and the current ratio (above 1 ratio) shows the Scientex can meet its current obligations which their overall financial health is good.

Scientex also has strong operational cash flow due to their main revenue from packaging segment which is contribute 68% to the comnpany. Look at their net income also steadily increase even though in pandemic era (their packaging segment is perform well)
-2019 RM333.70 million
-2020 RM390.11 million
-2021 RM457.23 million

This 2022 Scientex told they will continue acquisition of plastic & packaging companies and this is a good thing. As Scientex will acquire the other packaging company include the existing customer of those company too. Ofcourse they will intergrate each of their factories operation will result in better cost-wise.

Take a look of Scientex's track record of Merger & Acquisition here:
2019 - Mega Printing & Packaging Sdn Bhd
2018 - Klang Hock Plastic Industries Sdn Bhd
2015 - Mondi Ipoh Sdn Bhd
2014 - Seacera Polyfilms Sdn Bhd
2013 - Great Wall Plastic Industries Sdn Bhd
2012 - GW Packaging Sdn Bhd

Malaysia reopen border is just around the corner, imagine all their packaging factories operate in full capacity because of the demand from consumer, retail, tourism, industrial and etc. It is just a matter of time for the Scientex's price stock will.................... you know the answer.

Inari potential my friend:

1. higher revenue contributed by radio frequency (RF) business segment. Exposure to growing radio frequency (RF) contents in 5G smartphone worldwide.

2. diversification also into auto and industrial sectors.

3. inari’s new system-on-module (SOM) assembly division at P55 in Batu Kawan Penang is on track to begin production in the first quarter of 2022.

4. SOM division as a new growth driver for inari to diversify and grow its exposure in the automotive and data centre segments.

5. inari is partnering with China Fortune-Tech Capital Co Ltd to set up a joint venture (JV) for Outsourced Semiconductor Assembly and Test (OSAT) manufacturing services in China.

All the info at the tip of your fingers my friend. Fundamental analysis cun, technical analysis also cun.

apa macam bukan sikit sikit punya correction ha ha

time to average up now coz most of research house has change their TP