from CCKSB profit guarantee for 2021 only 5 Millions, per quarter only RM1.25 Millions

Estimated TECFAST net profit annually only RM5.4 Millions, per quarter only RM1.35 Millions.
for current share issue of 450 Millions .. the EPS per quarter already small = 0.3 sen
but if the share issue bloated to 2 Billion... EPS only = 0.0675 sen
EPS 0.0675 what the share price should be?

even to get at least EPS = 1 sen per quarter, earning at least must be RM 20 Millions.
the share issue will become even bigger if consider warrant convertion and ESOS.
Oil bunkering profit margin only below 1%,
if the revenue per quarter achieve RM 1 Billion, the earning per quarter only around RM 10 Millions.

I like this counter with the current share issue even it hurt with propose 30% ESOS.
but with share split and right issue it will become like Green Ocean, Fintec and AT.

Waa diluting current shareholder kaw2...
If the share split and right issue go through... Total share will be almost 2 Billion, plus if the warrant convert.... Overall will be 2.5 Billion share.
Earning how much to justify 2.5 Billion share issue?

i just being honest... iconic with mahsing, it wil not be overly goreng as they are not yet launching their glove production. After launching their fundamental will be very good.

Currently Iconic fundamental only on properties (Iconic Point which estimate to finish next quarter) and facemask with almost 30% profit margin (Revenue = 3.6 Million and Profit = 1 Million from Dis QR), plus starting this quarter they start to supply facemask to europe through Emergo Europe B.V (europe covid cases are rising).

https://www.theedgesingapore.com/news/manufacturing/aspen-obtains-100-investment-tax-allowance-glove-making-subsidiary-10-years

Will iconic entitle for the same tax investment allowance?

long sideway between 0.35 and 0.375 until after general meeting??

22 mill revenue from latest quarter (3 months) but the profit are too low (i thought it come from glove and gown supply/trading at indonesia which starting from nov 2020), still worth to wait and see for another quarter. So can see clear view of the contributions from new business such HC and Construction.

Wow healthcare division contribute RM22 million of overall this quarter revenue. Best qr performance among super penny stock currently. Future there will be income from construction of central spine road.
But will ozura and marzu stop disposing?

Haha doesn't seem like to delist, still doing PP for 86 unit double storey properties development project at Tapah.

It look like PublicInvest is close monitoring ARBB as almost every 3 month it will analyse/give review about ARBB.

General meeting on 21 april 2021.

Anybody going to this meeting?
Please help to ask this 2 questions to the management.
1. How confident are company to collect their trade receivable? Can they assure to not let it become impairment loss??
2. Can they gave confirmation how long will they take to at least collect part of the trade receivable and turn it into cash?

if delist still profit ... NTA 0.42
Undergarment and mask cannot go now, management need to explore new business to bring fresh air to this counter.

Now market are control by traders, up two or three bits they will sell. Today might be the effect of 'buy today sell tomorrow' technique from last week.
No big pump and dump mean there is no syndicated in this counter.
Just hope it maintain uptrend, up 2% to 5% a week already good. Prove that a lot have believe in this counter and hold.
Good counter like greatech and myeg took years to achieve their true value (fundamental vs share price).
The real booster for ARBB investor if the company could collect part of the big trade receivable and turn into cash for shareholder to see. It will be a let down if it turn in impairment loss.

must understand oil trading just like oil pump station business, value of sales are big but profit margin small around 0.1% to 1.0% only. still a good business, if they continuously expand their customer the earning will grow.

Plus their involvement with semiconductor (fasterner + mold rubber sheet) and automotive (epoxy for LED), Tecfast will have good and stable earning. Semiconductor and automotive sector are rapidly growing now so the revenue from this subsidiaries will be better in the future.

Private placement listing done...
Acquisition of CCK listing done...
Whats next?

https://www.theedgemarkets.com/article/plastic-prices-hit-record-high-stoke-inflation-concerns

Although they are the building blocks of thousands of everyday products, plastics and their chemical ingredients do not trade on major commodity exchanges, and large price moves are largely invisible to the wider world. Yet polyvinyl chloride, or PVC, is in the midst of a dramatic rally, driven by a combination of rebounding global consumer demand and production outages from last month's Texas freeze.

More than 60% of US PVC is still offline nearly a month after freezing weather hit Texas and Louisiana and decimated the power grid, according to ICIS, a data provider. PVC is a major construction material used for pipes, cable insulation, flooring and roofing, and the US has become the world's biggest exporter of the plastic in recent years.

Polypropylene prices are at record levels and more than double the 2019-2020 average, according to ICIS, But that is just the tip of the iceberg: PVC is also trading at record highs while high-density polyethylene, used for shampoo bottles and grocery bags, is at the highest since 2008.

How can u compare fintec with arbb
Fintec only got small revenue, their earning (profit) coming from value of their investment (buy stock) in focus dynamic, AT, Komark, vsolar and some more. Last quarter a lot of this counter being fried sky high thats why fintec look like high value company. Most of this stock fall this quarter, so fintec earning will become loss.
Arbb have real business (Erp and IoT) and it the current and future trend.

Most of it through direct business transactions.

https://klse.i3investor.com/blogs/gemfiner/2021-03-13-story-h1542154944-13_MILLION_DBT_ON_THIS_COMPANY_WHAT_IS_GOING_ON.jsp

This link have discuss about it.

https://www.theedgemarkets.com/article/mcmc-implement-projects-provide-satellite-broadband-services-839-locations

MCMC to implement projects to provide satellite broadband services at 839 locations

It seems Serba Dinamik will be anchoring this satellite broadband.

Good news to IoT as it will accelerate implementation of IoT especially in rural area.
Hope ARBB could capitalize on this IoT development and annouce good news to shareholder

https://www.eseye.com/silicon-villages-how-technology-can-save-the-rural-village-from-extinction/

https://www.theedgemarkets.com/content/advertise/trx-smarter-city

To ensure that businesses and residents in TRX meet the daily sustainable targets, we employ Internet of Things (IoT) solutions to improve operational efficiency and reduce carbon footprint.

IoT technologies are used in the district to monitor and manage district operations such as streetlights, waste, and environmental conditions, instantly alerting any irregularities, such as faulty equipment or overflowing waste bins. All the IoT data will be integrated into a single platform which will be used for service optimization and continuous improvement initiatives for the district management; from strengthening HSE standards to elevating visitors' experience, right down to the placement of waste bins based on the analysis of pedestrian movement.

TRX's on-site wastewater treatment and recycled plant, designed to cut usage of potable water within the district by 50%, is part of its smart water management system. Smart water sensors are installed in the water networks to provide clear view of water flow, measuring water quality and potential contamination, detecting leaks and monitoring water pressure. These sensors provide early detection and diagnosis, which allow for quick corrective actions.

In conserving energy, smart meters will be installed in common areas to optimize usage. TRX will also generate renewable energy via solar panels, which will be placed on the roofs of covered pedestrian walkways.


TRX will be the benchmark, after this a lot of new properties project will implement this smart city template utilizing 5G development.

ARBB IoT business cover all of this with smart meter, smart home, artificial intelligence (“AI”) facial
recognition application and solar. (already have project with perkasa selalu, IJ venture and ageson for their residential development)
Rumors of acquiring cloud business company will bode well as all of this IoT functions must be connected with cloud + cybersecurity.

https://www.freemalaysiatoday.com/category/nation/2021/03/09/nod-for-interstate-travel-within-rmco-states-for-tourists-only/

This will be a small relief to their tourism service subsidiary

http://travelagent.my/travel_agent/s/sanbumi_holiday_sdn_bhd.htm
https://m.marketscreener.com/quote/stock/ICONIC-WORLDWIDE-20701037/company/

Better hold.. the dividends margin are the highest currently, The storm already past for KHJB baby product retail shop. expecting no more MCO with this vaccination program ongoing and if you go to mall now, it already become crowded.
Pay back shopping time, plus Baby products are essential.

KHJB catalyst will be net cash of 15 Million, opening of new mother care store and toy store,
even during MCO and CMCO no loss QR meaning after full economy opening their earning will grow.

Very thin green, unsure will up or down ...

Movement by Serba, Catalyst for ARBB

If Serba dinamik really try to imitate tesla starlink which provided internet through satellite it will be huge boost to Internet of Thing market in Malaysia and Asean (Definitely ARBB through IoT) as the current IoT mostly implemented in a city cause it has stable internet network.
Through satellite broadband, rural area also can have stable internet, this will accelerate implementation of IoT in agriculture (fishery, plantation) and consumer product in rural area (power supply, smart village)

https://www.theedgemarkets.com/article/serba-dinamik-mysa-collaborate-new-space-economy
https://swissto12.com/
#swissto currently using 3d printing to produce RF antennas

https://www.telecompetitor.com/report-starlink-looks-very-promising-for-rural-broadband/
https://www.financialexpress.com/industry/technology/elon-musks-starlink-satellite-based-broadband-service-is-coming-to-india-how-to-pre-order-price-availability-and-other-details/2204606/
#satellite Internet access - Starlink will provide fast, reliable internet to populations with little or no connectivity, including those in rural communities.

interesting .... petroleum waste management and renewable energy = ESG compliance
TA if break 0.155 can fly

Haha ...Raya still far, fasting month nearer... Hope Ramadhan baazar can open. Mertabak and ayam percik festival.

I think it will not take long Layhong will be back to pre-pandemic price of 0.43.
Everybody already eager to "jalan-jalan cari makan" with the annoucement of CMCO.

Maybe tracking nasdaq index fall or maybe investor thought that with school opening the sale of laptop and smartphone will slowdown.
Still some IPT already opening and Mydigital Initiative will boost this counter growth. even only Malaysia market there is huge room for revenue to grow with rapid expansion of e-commerce applications, digital learning, digital industry and transformation to e-government with cloud base.
What best about this stock is the management did not easily diluting their shareholding with esos or private placement plus huge net cash.

please don't limit up, don't want to be freeze tomorrow....

Can u differentiate between history and fundamental.
Fundamental (earning growth, PE, EPS, Cashflow).
Kpower in 2019 only 30 cent
PA in 202O only 5 cent
Without covid, technology stock also will not rally as today.
JFtech before covid also around 70 cent (2019)

Rubberex before bonus issue already rally how much?? 1000%??? Plus glove sentiment are not good now actually from early October 2020.
If everybody buy share just looking at fundamental, Rubberex are better than 80% of all bursa counter.

Hextar are just as good but more suitable with current sentiment, involve with agriculture which is good with recovery theme such commodity rally (palm oil) and food crisis around the world (agriculture rally), plus ESG theme by hextar new acquisition biogas green business and IoT.
huge upside potential...

limit up today?? tomorrow this counter holiday. boring arr.......

Hope no limit up today, still want to trade again tomorrow

Organic grow is better, sharp rise sharp fall meaning only full with traders.. attract investor is better for this counter.

Acquisition of reNIKOLA group (fundamental and earning of Cypark) with shared issue 4-5 times smaller. Will be another LAGENDA story.

is US treasury yield rise, overvalue stock fall. VSTECS overvalue? more undervalue with direct benefit frrom PERMAI and DIDIK to boost sales and indirect benefit from MYDIGITAL BLUEPRINT where a lot of company will buy from vstecs for digital transformation.

https://www.theedgemarkets.com/content/advertise/achieving-sustainable-development-through-automation

ARBB currently doing smart building/smart home
smarthome/smartcity = sustainable city = ESG current trend = Trend of Mydigital Blueprint

https://www.google.com/amp/s/www.nst.com.my/amp/opinion/columnists/2021/02/666640/future-cars-electric-%25E2%2580%2594-what-are-we-doing-about-it

https://paultan.org/2021/02/20/malaysia-lags-behind-asean-on-ev-incentives-report/

Haha imagine, when singapore and thailand has electric car but cannot travel between this both country cause malaysia did not build EV charger along the road (johor - perlis) malaysia will become EV dummy in the eye of Asean country.
Imagine again if this EV charger are powered by solar farm (pestech 2x power).

https://www.thestar.com.my/business/business-news/2021/02/19/msia-making-inroads-into-electric-vehicle-segment

0.69 are the highest DNEX share price in the last 10 years... WOW!!!

Overbought, maybe take longer to rebound.
But it will not take long after launching Malaysia Digital Economy Blueprint tomorrow.
Surely the next agenda will be to revamp National Automotive Policy 2020 to give more attention to EV. Mercedes-Benz already give hint, they would like to bring EV to Malaysia but only if government provide support and incentive.
So EV theme will play.
Regulation, incentive and enviroment of EV must be nurture in order to attract Foreign Fund which has specific allocation for EV and Renewable Energy.
EV and RE are world current agenda for the next 20 to 30 years and Malaysia are lagging to Thailand and Indonesia among Asean.
Kenanga talking about current situation of EV, but remember stock market move 2-3 quarter in advance.

When mother share moving up, there is lot of people talking about ARBB-PA, expecting it will bring higher and faster profit by converting to mother share.
In reality this set of retailers are the one that create selling pressure while the mother share trying to climb up.

If you want to convert from PA to mother, it takes time (1-2 weeks). As share has up and down, might be during you convert to mother share it is already falling down. If you play with mother u can sell when it breach the support level, but while converting u can do nothing.
Then your cost of buying already higher than current mother share. From trying to make quick profit, you have become long holder.
This type of retailers that always bad mouth this counter. Feeling stress cause they actually do not have holding power. When the mother share up a little bit, they will try to escape.

The owner even if they convert their PA (i believe they are holding most of it), they will not sell their share cause it will effect the portion of their holding. Converted mother will not effect the mother share price as long it not being sold at lower price. Plus if any of main shareholders sold their share, there will be an announcement at bursa.

There is a reason why the PA price did not moving up as much.
Play with mother share, u can choose when to cut lost or take profit.
Dont try to buy PA and wish to convert it to gain quick profit. This type of traditional play only can be play if the mother share is not volatile (steady moving up) or you have holding power.
New era of stock is trading with fluidity.
FA for long term, TA for short term.

From my point of view, if mother share can break and hold above 0.42 this week, this share can fly.
If not it will trade sideway until next QR, even worst it will fall below current PA converter price to punish the PA converter.

Peace .. this is just my opinion.

Yeah from TA point of view long upper shadow is not good.
On the flipside, yesterday a lot of other counters surge in the morning, but retrace during afternoon session creating long upper shadow. Maybe there a lot of traders alert with extended MCO in KL, Selangor, Johor and Penang taking precaution measure.
Let see the sentiment today.

Talk about trade receivable which is growing 2Q2020 = 26M, 3Q2020 = 66M and 4Q2020= 107M. Contributing to very small net cash generated.
Can the company collect this receivable??
Then u have to look at the cash reserve to pay trade payable which is also growing 2Q2020 = 27M, 3Q2020 = 45M, 4Q2020 = 63M, where this cash come from??it is not from loan. (Look at operating cashflow account).

My assumption the company is reinvesting the money that they already collect from trade receivable.

dataprep and technax without good FA (big loss every quarter) also can limit up, at least if u invest in ARBB u have something to be confidence and backup your judgement.
still important to close above 0.32 today to attract TA traders and investor.

what is no fund manager touch? US-based investment management firm Caravan Capital Management LLC also invest in ARBB and still holding.
https://www.bursamarketplace.com/mkt/themarket/stock/ARBB/ownership
https://www.caravancapitalmanagementllc.com/

Next QR will be better, smartphone and tab sales will countribute more.

https://www.theedgemarkets.com/article/ocbc-enters-partnership-ev-charging-solution-provider-green-singapores-land-transport-sector

The potential of ev charger market.

https://pestech-international.com/product/ev-charger
https://pestech-international.com/solution/ev-charging-infrastructure
https://pestech-international.com/sustainability-development-project/ev-charger-station-at-shaftsbury-square-cyberjaya

Already break 52W high ... PE still low, can it break all time high 2.060.???

Waiting for 4Q2020 result, expecting at least 0.5 cent dividend if KHJB stick to dividend payout policy of up to 40% of its annual audited net profits.

Volumes are building up, but need to rest until after CNY. Good sign if can break 0.280 resistance.

Plus today retail business are allowed to reopen just days before CNY, this will recover their Mothercare retail sales.

Guess consumer product sales will rebound faster after vaccination start.
Armed with soon to be open new mothercare store and toy business expansion, hopefully KHJB could recover to their IPO price.

This stock too can consider recovery stock laa....
No mco, construction full flow.. a lot of elevetor can be install (property, MRT, HSR station) and maintain.
No mco, solar construction will spead up, eita can sell a lot of solar panel and solar inverter.

UMA query coming ...

I'm afraid if limit up again today, confirm UMA will query.. haha.

Should target NTA value first >> 2.63
Will give 2 cents dividens.
Share issue only 40M, possible to give Bonus issue? Even 2 for 1 BI will bring share price below 1.00 and PE below 15 with share issue 120M.