Gtronic to the moon ?

@duriand24 you are right, hopefully manage to push up more.

Waiting for volume and Intrested Investor to flow in, then can rocket to the sky

https://klse.i3investor.com/blogs/newsahring/2021-08-17-story-h1569798105-Vaccine_orientated_theme_is_far_from_over_which_company_should_investor.jsp


Investors may first refer to the two articles I had shared on yesterday first:



Article #1: https://klse.i3investor.com/blogs/newsahring/2021-08-17-story-h1569773932-UAE_donates_1_million_doses_of_Covid_19_vaccine_to_Malaysia.jsp



Article #2: https://klse.i3investor.com/blogs/newsahring/2021-08-17-story-h1569773931-Philippines_approves_emergency_use_of_Hayat_Vax_vaccines.jsp



In both of the article, it was mentioned that the donation of vaccine and this Hayat-Vax vaccine. What exactly is this Hayat-Vax?



Hayat-Vax is a joint collaboration between Sinopharm CNBG and Abu Dhabi’s G42, and the UAE is likely to donate this vaccine to Malaysia. But who is the front runner in dealing in the Hayat-Vax vaccine, after the 1 million dosage is utilized?



Please refer to this article first appeared on NST dated 19th July.



Article #3: https://www.nst.com.my/business/2021/07/709797/kanger-buy-50mil-sinopharm-covid-19-vaccine-uae-malaysian-sale



The short answer would be KANGER.



KANGER, via their subsidiary Kanger Medical International Sdn Bhd had planned to purchase five million vaccine doses from UAE for the delivery in Malaysia. Based on approximate 400,000 ~ doses administrated in Malaysia, the existing supply is likely to run out soon.



Hence our government needs additional vaccine supplies.



According to our sources, Hayat-Vax was already in the process of applying for the big question for investors – the NPRA, and it was very likely to be approved soon as our government accepted the donation of vaccines.









However, the price of KANGER had not moved an inch yet – indicating investors had not digested the latest articles yet.



Could this be our chance to profit from the rare vaccine orientated theme?!

Everything is depends on situation. The initial costs incurred still much higher than existing price. Should keep and collect more.

Profitable counter XD buy in dip. sell on news.

@abang_misai why dun said glove and solar stock. XD especially supermax. You shouldn't compare goreng period and non goreng period.

@hwangjoey1 volume getting lesser is a good sign ma XD less very goreng and the value will slowly reflected.

@dchin472 simple "Fast down now" Faster to Up Later ~~~~

Good morning! Technically speaking (no pun intended) , looking quite positive for AGES!

TOKOK

My personal opinion about Newuser777.

https://www.youtube.com/watch?v=JUCnh87orf0&ab_channel=Namewee

Is a value stock or purely goreng ? Guess you guys got the answer.

公司的发展前景算是符合未来全球新能源计划的趋势，大家觉得是否觉得投资呢？
公司的发展前景算是符合未来全球新能源计划的趋势，大家觉得是否觉得投资呢？
公司的发展前景算是符合未来全球新能源计划的趋势，大家觉得是否觉得投资呢？

J.Bull 想什么 – 另一家潜质太阳能公司？

最近股市一片血红，相信大家身家都缩水不少，当然J.Bull也不例外，当现在反而是个最佳时机让大家在股海中找宝石。

而今天J.Bull分享的就是一家在进行RTO企业活动的公司——PEB。

PEB前身为TRIplc Berhad，这家公司被交易所归类为PN 16的公司，主要是因为主要业务卖给了PUNCAK，但PEB本身仍然持有接近RM 70.3 million的现金，所以不被归类为PN 17。而根据最近最新的文告里提出，文告里的收购者由于收购份额高达65.5%，抵触SC收购条例的33%的股权限制，也就是Mandatory General Offer， 他们必须以RM 1.07来向小股东收购股权，以保护小股东的利益。

那么，这次收购方案是否是一颗还未发亮的钻石？
这次收购的对象是一家潜质太阳能公司——reNIKOLA，而这家公司与国内其他的太阳能公司不同，因为他们大部分都是EPCC contractor，而reNIKOLA是真正拥有 Solar Farm，也就是太阳能发电厂，主要将收集到的太阳能转换成能源，并且通过Tenaga的通电网售卖给国内企业，因为新能源的兴起，许多国内外国公司他们都会偏向采用新能源，如著名的欧洲汽车品牌。

太阳能发电厂的挑战就是寻找合适的地点，由于太阳能照射的经纬度不同，而地点必须是能常年照晒的地点，而在马国，最合适的地点都在北方，还有就是地点与电网的距离不能太远，不然就很难输送电源。除了这些，还有复杂的买地程序以及各种政府部门的文件，高昂的买地费用，独特技术壁垒如何有效率的收集太阳能并且转换和储存起来等等。

而reNIKOLA是暂时全马唯一一家纯太阳能发电厂公司，目前为止公司拥有大概418MWp的太阳能资产，目前营运着的有88MWp，最大的330MWp会在明年完成。

而对太阳能的宏观方面，国内新能源政策是打算在2025年内，降低煤炭的使用率，提高再生能源组合能高达20%（暂时国内的能源95%是通过煤炭）。除此之外，东南亚市场也打算在2025年前提高再生能源组合23%，也就是大概35GW – 40GW的再生能源产能。

而我们的邻国——新加坡已经打算从马国进口100MW的再生能源电能，两年的试用期，最早会在2021年尾开始。

而公司的发展焦点是以提供再生能源为目的，暂时以太阳能为主，公司打算在未来的3 – 5 年内能将现有的太阳能资产从418MWp增加到1GWp，而通过这次的RTO，PEB本身拥有70.3mil的资金可以用于发展，公司的发展前景算是符合未来全球新能源计划的趋势，大家觉得是否觉得投资呢？

注：这次的RTO已经进入HOA （Head of Agreement），并不是MOU，是实实在在的在进行，预期应该会在年尾就会完成全部手续，而在去年也有一个著名的收购案，那就是S5 —— ANCOMLB，但是当时我们能通过MYEG收购S5的股权判断公司的收购价，而这次没有参考的例子，是否值得投资，那就看大家眼光，还是那句，最近大市不好，投资有风险，买入前需谨慎。
Published by J.Bull Invest

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https://www.facebook.com/Jsinvestment88/posts/2826213727601637