u all dont know meh? bursa is genting no.2... while we working also can get the same adrenaline rush like in genting one...

the company is a proxy to the robust domestic e-payment industry:
(i) robust growth in EDC terminals
(ii) regulatory push to drive e-payment adoption
(iii) riding on e-wallet trend
(iv) beneficiary of China cross border e-commerce trend

after all, do u believe people moving backward to use more cash payment rather than using debit card/credit card on EDC terminal? do u believe people will use cash rather e-payment adoption and e-payment growth?

if u believe terminal payment, e-payment, e-wallet will grow time to time, this stock is right for u man :)

the company has 90,000 EDC terminal points which controls a 12% market share in Malaysia’s EDC terminal industry. quiet a substantial amount of market share.

Electronic Data Capture (EDC) terminal contribute to 64.8% revenue,
Electronic Transaction Processing (ETP) contribute to 20.6% revenue,
Solutions and services payment infrastructure contribute to 14.6% revenue.
The more transactions will lead to more ETP generated and will lead more EDC terminal too.

Now we are not in the state of lockdown anymore. So the company will be a direct beneficiary for the current transition of endemic phase and beneficiary of the border reopening because of higher transaction volume. Even the nightclub just been allowed :') so country economy is slowly moving maa. so light up ur cigar for a while.

Relax, the company just end the markdown phase. Ofcourse the stock going to start the accumulation phase again. Atleast the markdown or major selloff phase has end.

When company will release the Quarter Report?

congratulation and celebration

MAYDAY MAYDAY

CRASH

News 18 May 2022:

Aeon Co. (M) Bhd recorded a net profit of RM28.07mil in the first quarter ended March 31, 2022, a 27.38% improvement over RM22.03mil in the previous corresponding quarter on improved retail margin and higher impairment of trade receivables in the comparative quarter.

532TKY could you provide the article link?

kaw kaw

yes brothers haha

@monetary indeed bursa saved by the bell haha.

@IMwhatIM correct

historically, MPI quarter-on-quarter earnings growth is one of the best in the industry :)

MPI's outsourced semiconductor assembly and test (OSAT) have strong order books now to sustain their double-digit earnings growth.

Its Q1 2022 core net profit recorded 6th consecutive QoQ climb to a new high at RM584.5 million on strong loading volume for its packages used in data centres and automotive space.

What a unique name @bang_miskin haha

@Hemsley this is because the factor of 5G issue and Celcom-Digi merger is outweigh than announcement of digital banking license. Boost is their only Axiata digital business portfolio not a core business or their main revenue.

My forecast is correct.

Bank Negara has announced the five successful applicants for the digital bank licences as approved by the Minister of Finance Malaysia.

According to the Bank Negara one of winner are consortium of Boost Holdings Sdn. Bhd(Axiata) and RHB Bank Bhd.

Next war result the 5G-DNB-SWN & Celcom Digi merger.

hehe

Correct @IMwhatIM. Plus Greatech has a strong foothold for global trends of solar energy & electrical vehicles.

apple168 hope u doin well

Relax, greatech orderbook is RM546 million currently.

https://www.thestar.com.my/business/business-news/2022/04/14/greatech-technology-seeks-potential-partners--to-expand-into-europe

Nice name adikhantamking. Piak piak piak. Recently, i read the order book for Solarvest is at RM762 million. Sure will give great impact for their earnings growth. Solarvest so busy one after reopening border.

Read2.. https://www.thestar.com.my/business/business-news/2022/03/30/solarvests-earnings-likely-to-pick-up-in-fy23

The Electronic Manufacturing Services (EMS) sector is anticipating a healthy flow of contracts on the back of a pickup in consumer demand.

Hence, the reopening borders recently really benefit these EMS players. As when multinational firms can come in more easily, this will help in terms of contract flows which company can
securing new customers.

Another thing, because of labour issues faced by ATA IMS, it benefited its peer in the industry as Dyson contracts will flow to SKP.

I am confident as the company have strong foothold in the plastic injection moulding, tool and die fabrication and the important point is strong contract manufacturing and component assembly.

Piak piak piak is the only word i can say.

When we say goodbye then the stock rise. Walaowei

Haha good one Angelramirez683

piak piak piak

All the information is collected thru my reading for my personal analysis. What i shared depend by the context. Sometimes i would make my own conclusion and interpretation after in-depth research. Sometimes i just shared directly from the news with the links too but what can i confirmed that my reading source will always from legit broadsheet such as The Edge, The Star, Focus Malaysia, Malaysian Reserve, Bursa Announcement, Annual Report/Quater report. Just an ordinary person who is enthusiast for investment. We can still contact via here.

Correct Mr winetime.

Credit Suisse has initiated coverage on Farm Fresh Bhd with an "Outperform" rating and a target price of RM2.10.

The firm said as a consumer staple, Farm Fresh had fairly defensive characteristics, yet offers high medium-term growth prospects.

"We believe one of the key reasons for Farm Fresh's rapid share gains is its unique home dealership network. In FY21, this channel contributed to 34 per cent of revenue from 19 per cent in FY19.

"Farm Fresh's recent contract win to supply milk to schools will also be instrumental in growing its home dealer network, in our view," it said.

Credit Suisse estimated Farm Fresh's normalised profit to grow at a 31 per cent compounded annual growth rate between FY21 and FY24.

correct Mr Sunnyspoon and Mr Angelramirez683. confirm bonus one my friend. piak piak piak

see the news how all the major town in Malaysia is like sardine now, very padat, high volume, high traffic. People spending like hell. piak piak piak

I will be honest to all my brothers to discuss. I think the downtrend of Axiata are:

1. External sentiment from US Federal Reserve of hike interest rate this coming 4th May 2022

2. Delay in 5G issue
The dispute between the Mobile Network Operators (MNO); Axiata, Digi, Maxis, Umobile with Digital Nasional Berhad (DNB) about the share sale agreement that has not been agreed upon. The friction between the MNOs and DNB still exists. The biggest 4 MNOs have yet to agree on key terms in the Reference Access Offer (RAO) published by DNB. Those agreement outlines the costs, deliverables, requirements, including terms and conditions for the 5G network usage. It also serves as a base for commercial access agreements. Supposedly, the Single Wholesale Network (SWN) through DNB will enable the people to enjoy cheaper 5G service. It is because only one company would be involved in providing infrastructure which is DNB while telecommunications companies can focus 100% on providing the service. The government already listen to noise make by MNOs by making an offer a 70% equity stake in DNB to MNOs as a goodwill gesture to the MNOs in exchange for supporting DNB’s SWN. But these degil MNOs wanted to have Dual Wholesale Network (DWN) instead of SWN with 70% stake to them. This make 5G network rollout been very slow and making the investor huge source of frustration. The MNOs Maxis, Digi, Umobile, Celcom now try to negotiate like a cartel which forcing the government to go to Mobile Virtual Network Operators (MVNOs. If the agreement was not signed by the deadline end of June 2022, the deals might be struck with the 19 MVNOs such as Altel, redONE, TuneTalk, XOX, RedTone and etc etc. This will risk the 4 biggest MNOs in terms of pricing later on. If they did not sign by the deadline, they may not receive the preferential rate.

2. Delay of Bank Negara Malaysia
The Bank Negara Malaysia also could not announced in time for the 5 winners of Digital Banking License with the reason of delayed, because of pending completion of a legal process.

3. Delay of Celcom-Digi merger
The MCMC has made a statement of issues (SOIs) against Celcom & Digion pertaining to preliminary concerns over market competition.The ball is now in the telecommunications courts to address back the concerns to be presented to MCMC within 30 days. (Celcom&Digi, why not just accept the 70% stake of DNB maa, the MCMC then i think will sure bypass this SOI of prelimary concerns. sigh)

4. On 22 April, Axiata made an announcement offered 3,198,800 ordinary shares to their employees. This will result a bit of dilution.

people mood now is spend, spend, spend hehe

https://www.facebook.com/aeonretail.my/posts/7745080422176234 haha

Mr All_in_2021. Malaysian Automotive Association (MAA) said the government is now considering to extend the sales and service tax (SST) exemption after 30 June 2022. MAA has made an appeal letter to request for the extension from the Ministry of Finance, which will be sent after the AGM :)

on 13 April EPF announced as new substantial shareholder
again on the next day, 14 April EPF bought another 1 million shares of MYEG
again on the next day, 15 April EPF bought another 3 million shares of MYEG
again on 18 April EPF bought another 3 million shares of MYEG

Latest MYEG shareholder:
Asia Internet Holdings 19.66%
EPF 5.86%
KWAP 5.10%
CIMB 1.79%

News on 22 April 2022:

Vehicles sales up 12.7% to 73,222 units in March 2022

Source: https://www.thestar.com.my/business/business-news/2022/04/22/vehicle-sales-up-127-to-73222-units-in-march#openShareModal

General sentiment on MBMR’s sector is nice….

MYEG businesses related to government services. Only gomen-gomen like EPF know the insider ha ha

That is why your name suits you which is NoTimeToTrade because of NoTimeToRead myfriend. Look at lbeng00 profile on his history comments will be more funny. Only 2 comments and lbeng00 created the account just for the purpose to comment on Farm Fresh stocks haha.

Anyway, the proceeds of Farm Fresh IPO money to be used as stated in the prospectus are:
1. Capital expenditure 46.5% - establish a new manufacturing hub, new dairy farm and new intergrated processing facility in Malaysia
My comment: do you understand the meaning of "establish a new?", how many "new" are there? These are the largest % to be used from their IPO money which is 46.5%. Where suddenly got 'prospectus clearly stated 80% of the IPO money will be used for paying off their existing debt?'. do not read the prospectus from you grandmother my friend. make sure you get from the legit source.

2. Capital expenditure 13.3% - Regional expansion outside of Malaysia & Australia
My comment: do you understand the meaning of outside of Malaysia & Australia? Before the IPO they only have Malaysia & Australia production only. Only with IPO money Farm Fresh going to use the money to do regional expansion outside Malaysia & Australia for 13.3%.

3. Capital Expenditure 19.9% - Expansion of production facility in Australia.
My comment: for the sake of benefit of the doubt. Okay lets say this is the one you said, they have expand first then go public to pay off the money borrowed but it is only for 19.9% from the total of 100% IPO money. Not 80% as you said.

4. Estimated listing expenses 6.7%

One more thing, MrDIY business model is not same as Farm Fresh. MyDIY could easily making aggressive expansion even before the IPO at any mall in Malaysia, it is an easy set up for retailers.

But do you think it is easy as peanut to do an expansion of dairy farm, processing plant, manufacturing hub with a lot of bureaucracy approval at any location like MyDIY? expand the dairy farm at the back of Pavilion Mall and Bukit Bintang isn't it?

correct Mr loneranger3211. the aim is to multiple the money, not multiple remisier money by intraday or buy today sell tomorrow. relax slow and steady.

Great wallstreetrookie

The demand of buying volume is greater than sell for 2 consecutive days. It is still green-green from 18 April till today. The next pump might come.

yes the angpao is after raya because now we collecting the unrealised profit first hehe. AEON shares rose steadily, gradually bit by bit :)

Ok U1818, understood. It is good to hear the driving schools have been very busy because MYEG is handling the Automated Training and Driving Test System for the entire JPJ. The e-Testing system will assess the competencies of driving test candidates. This could add good revenue to MYEG as Covid-19 and MCO has been around the past two years, that is why a pent up demand of driving schools is busy and even they need to wait their que for 4 to 5 months to get the license. Good news for MYEG.

Let Anchorscape dispose. Under the leadership of Anchorscape from 2011 to 2018. The KUB shares down from RM0.81 to RM0.22 (negative -73%) for 7 consecutive years. It was a result of weak management, not focusing on right business model, not making any growth and fully utilize the assets.

But after the new shareholder bought and take over the company since 2019 till as of today April 2022. The price rose for 150% and stable to stay above RM0.60. He with the proven turnaround specialist track record has manage to improve the company margin and reduced the gearing ration from 31% to 8%.

With now cash position of RM500 million, company is making way to any potential M&A or growing their LPG to targeted a right amount of market share. KUB's progression also is looking to bid for further sizable information ICT contracts to enhance its orderbook.

Last year 2021, with the the series of MCO restrictions which made a lower average monthly sales volume in KUB's LPG in both domestic and industrial segments but still KUB managed to record its LPG revenue of RM451 million. Now the restaurants and factories are operating at a full capacity, thereby it is a positive for overall LPG demand.

Under the new major shareholder also has made KUB Telekomunikasi entered into a joint venture agreement with South Korean digital technology giant HFR, Inc. (‘HFR’) to provide engineering and infrastructural services. With this JV of KUB, it has opened the door to projects involving the installation of cutting-edge communications technology such as 5G, making KUB Telekomunikasi a network solutions provider with expertise in broadband, mobile and private radio access in future.

So from what i see, KUB now is proactively reassess its capex plans, tighten up operating expenditure, review back the investment decisions and re-optimise capital structure. Moreover KUB also was ranked first in the Corporate Governance Disclosure awarded by Minority Shareholder Watchdog Group (MSWG) under the MSWG-Asean Corporate Governance Awards. This good progression is not happen under Anchorscape time. So even with the dispose of Achorscape, i believe company shares maintain intact.

PADINI is one of the major beneficiary of such massive cash injection from government that will give direct impact into the retailers sector.

Cash injection by government to Malaysians for this 2022:
1. Bantuan Keluarga Malaysia (BRIM alike)
-total allocation of RM8.2 billion cash injection
-payout starting 28 March 2022, June 2022
-Malaysian will receive rm350 to rm2300
-B40 major recipient

2. EPF withdrawal one-off RM10,000
-total allocation RM63 billion cash injection
-payout starting 18 April 2022
-Malaysian will receive RM10,000 in one-single-payment
-B40, M40, T20

3. RM500 raya bonus for civil servants & RM200 for retirees
-total allocation RM923 million cash injection
-payout starting 25 April 2022
-2 million civil servants recipient

4. RM150 for diploma & degree students
-total allocation RM300 million
-payout starting 11 April to 1 June 2022
-2 million students recipient

5. RM1000 raya bonus for civil servants under Selangor-state-government only
-total allocation RM39.15 million
-payout starting 27 April 2022

A total nearly RM73 billion of massive cash injection from government will contribute to local economic growth and stimulate spending growth especially to sector like PADINI. You can imagine my friend the next coming quarter report PADINI earnings and profit. So that is why buy demand for PADINI's stock is already start.

Now only warming up, raya will be on 3 May 2022. It is not too late to buy this stock.

Source: https://www.theedgemarkets.com/article/axiata-confirms-subsidiary-isoc-edotcos-planned-rm342b-philippines-telecommunication-towers

I already told you guys last week about Axiata-PLDT. Try to scroll up.

News today 20 April 2022:
Axiata-Edotco confirms buying 2,973 telecommunication towers and related assets in the Philippines from PLDT Group units Smart Communications Inc (SMART) and Digitel Mobile Philippines Inc (DMPI) for 42 billion Philippine pesos (RM3.42 billion) in a move which will help the buyer establish a platform to accelerate organic and inorganic growth.

Both SMART and DMPI are part of PLDT Group, Philippines’ largest fully integrated telco company. Through its principal business group from fixed line to wireless, PLDT Group offers a wide range of telecommunications and digital services across the Philippines’ most extensive fiber optic backbone, and fixed line and cellular networks.

Axiata-Edotco's confirms entered into a sale and purchase agreement with SMART and DMPI for the acquisition of the telecommunication assets.

The transaction increases Axiata-Edotco's exposure to the stable, fast-growing emerging markets, while diversifying its portfolio from the frontier markets. In particular, the Philippines presents a unique high-growth opportunity in a nascent tower market with strong governmental support and significant infrastructure needs.

Post transaction, Axiata-Edotco will cement its position as the sixth largest (ITC) independent tower company globally (6th largest in the world) and will be operating and managing a diversified portfolio of approximately 54,000 towers across Malaysia, Indonesia, the Philippines, Bangladesh, Pakistan, Cambodia, Myanmar, Laos and Sri Lanka.

Hi moneyontheway. im surprised to know that you sold TM shares at RM2.19. TM has a great potential man. Regarding ur question about my thoughts on TM shares:

1. First, Telekom has already have a service agreement with Digital Nasional Bhd (DNB) for the fibre leasing to provide 5G RAN-to-Edge fronthaul and backhaul as a single end-to-end solution to DNB over 10 years at RM2 billion. So with these, TM surely will translates to a one-off net profit accretion. Given TM’s critical role in the MyDigital initiative with its ownership of the nationwide fibre network, a faster pace of growth for its wholesale revenue beyond in FY22F. So far only TM and YTL are the only 2 telcos which reached an agreement with DNB in December last year on 5G services.

2. Secondly, TM longer term revenue growth could also accelerate with the group’s appointment as the sole Malaysian cloud provider for government data. TM is now well positioned as the sole Malaysian Cloud Service Provider for taking care the utmost important of government’s data. With MyDigital blueprint to shift towards a Cloud-First Strategy will target to migrate 80% of public data to a hybrid cloud system by end 2022.

3. Third, TM already secured green electricity tariff from TNB for three data centres in Klang Valley Core Data Centre (KVDC) in Cyberjaya, Iskandar Puteri Core Data Centre (IPDC) in Johor Baru, and KL City Data Centre (CTDC) in Brickfields.

4. Last but not least, 3.TM has recently announced its participation in a consortium to build the SEA-ME-WE 6 submarine cable system linking Malaysia with multiple countries. The submarine cable will provide TM with one of the lowest latency routes between Malaysia and Europe, providing an additional layer of network diversity and resilience for heavy traffic between the two regions. This should also allow TM to support the deployment of hyper-scale data centres and 5G network in the country.

All in all, i believe TM shares could rose to RM7 for mid term to long term atleast.