EPF everyday disposing. Have to wait until EPF throw finish only can look back this counter.

Second half must recovering to form a bottom signal. If today close green tmr have a good show coming!

Wow what a profits!!! 1bil net profit

Where is OTb?

Wow should be bottom soon.
https://www.tradingview.com/chart/JTIASA/ZbulTn12-ON-PULLBACK-AFTER-BREAKOUT/

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#每周议股
#JTIASA

前两个礼拜的市场走势不止让投资者回吐不少盈利
而且还让投资者对未来该选择什么投资标的感到困扰(至少我是这样啦)
那不如就遵循最简单的老方法
寻找基本面好且较有低估嫌疑的公司

#JayaTiasa 是深耕在Sarawak的种植公司
大部分生意来自油棕，小部分来自伐木
这次看上他 #原因 很简单

1 公司生意 #从亏转盈 第三年了
管理层已经证明了公司可以持续稳定的发展
目前树龄是产量高峰期
公司也有持续扩张和维持高效营运的坚持
像是提高榨油率（OER）和善用无人机代替人力检查棕油树情况

2 公司从net debt 变成 #netcash 公司
未来没有犯大错肯定可以持续net cash 越来越多的公司
且公司目前PB才0.66
在net cash，ROE 超过12%和net profit margin 不错的情况下
有低估嫌疑

3 公司有 #派发更多股息 的可能性
market 一直都是很喜欢大方派股息的公司
目前公司的dividend payout policy是20%
可是也是承诺在不对公司营业有影响之下，会尽力回馈股东
要是公司大力加派股息，未来DY拉高后
被投资者/基金青睐，进而拉高估值也是可以被期许

#风险
说到plantation 肯定就是和两个关键词脱不了关系
#周期 + #无聊

油棕作为大宗商品始终是逃不开 #周期波动 的命运
需求量一下子被冲击，#CPO 价钱不换，margin 下滑也是家常便饭
目前来看CPO 价钱在3,833.50，从之前3月的4,000多高峰回落后就持续横摆
如果不继续下滑，也算是可以接受的价位
种植公司有时也得看天吃饭，比如天气会造成产量下滑
所以有时只有天时地利人和，公司才可以顺利创造高盈利

#ESG 也是相当让人头疼的事
作为种植公司，常常会因为工人权益，环境保护的问题被质疑
所以你可以看的公司常常在年报巴拉一大堆说自己多在意ESG
保障工人权力也是保护森林
随着社会对ESG越来越关注
投资机构往往也不得不在做出投资选择时候对公司的ESG做出考核
有些基金甚至不能买入无法达标的公司

#技术面
不用多说，小白一看也知道目前是没有up trend
整个种植板块也不在风口上

#总结
好坏都各都说了那么多
至于值不值得把钱parking 在里面就不是我可以做决定的事
大家看完了相信心里都有自己的答案

Wow good news come.

https://www.enanyang.my/node/614445?fbclid=IwZXh0bgNhZW0CMTEAAR2h-9TAVus-RJDN6lvcU6FuGTcTC2xQEw9hxfJMVyCmH6CSm-DiIjg4bm4_aem_9nM5AECiud_rQaB8vwpUWQ

Rebound very soon.

https://www.klsescreener.com/v2/news/view/1358167/plantation-sector-lacks-catalysts-but-hidden-gems-remain-say-analysts

Bottom fish coming. Technical rebound should be around the corner. Shorterm TP 1.30

Seem like rm6 is achievable for bonus issue soon.

Should be coming good news.

“The alignment was finalised after various discussions were conducted with all parties concerned.
“The Penang government agreed with the alignment proposed by MRT Corp, with the passenger station to start from Bayan Lepas to Komtar and one line to Butterworth (Penang Sentral).

Property and construction theme are expect to rebounding soon. Especially this mrcb is way undervalued and operator press down gaogao.

Jtiasa is a good company. Today go down is because of the FCPO price go down. It’s a good opportunity to top up.

Result is out. Nothing surprises

Smrt result is out today. Good profits and earning per share increasing as well.

Baby shark stuck above 80c for sure lol

Agung birthday also can relate to Iwcity. Really all stuck at high price already.

Tomorrow would be above 80c

Not consider very bad. And the revenue is going up.

Tmr release qr result. All eyeing Harta result.

Last time Supermax is the crazy bull among other gloves counter. It’s time to show the real bull soon.

（吉隆坡13日讯）柔新经济特区（JS-SEZ）最新进展出炉，分析员预计在第二通道和古来策略性地点拥有地库的主要产业公司UEM阳光（UEMS,5148,主板产业组）、双威（SUNWAY,5211,主板工业产品服务组）和IOI置业（IOIPG,5249,主板产业组）受益更多；柔佛州政府提出16个经济领域以推动未来当地经济成长，分析员乐观看待，给予产业领域“增持”评级。

根据兴业研究报告，柔佛州务大臣拿督翁哈菲兹指出，柔新经济特区的范围涵盖大马依斯干达特区（IM）以及边佳兰，面积达3505平方公里，涉及6个地方政府，并提出电子电器、医疗、制药、制造、航空、特别化学品、物流、保健、教育、清真工业、金融与商业服务、数字经济，以及旅游16个经济领域，当中包含绿色与再生能源。

（吉隆坡13日讯）兴业投资银行研究指出，由于在最新市值排名第24位，双威（Sunway Bhd，KL:SUNWAY）有望纳入富时隆综指成分股。

兴业投行今日在报告中表示，如果排名在截止日保持不变，双威将取代大马银行集团（AMMB Holdings Bhd，KL:AMBANK）的综指股地位。后者是排名最低的综指股。

根据富时大马指数系列的基本准则，如果市值降至26或更低，该股将被踢出综指股。若升至第25位或更高，则将在下一次定期检讨时被纳入综指股。

兴业投行说：“根据最新的市值排名，双威排在第24位，有资格纳入综指股，并可能取代排名最低的大马银行。”

“不过，双威与排名第26位的森那美（Sime Darby Bhd，KL:SIME）之间的市值差距只有约8亿令吉，未来两周股价可能会出现一些波动，因此仍有变数。”

该研究机构指出，如果大马银行保持在第35位或更高，而双威降至26位或更低，那综指股名单将不会有变动。

下一轮综指股半年检讨将根据5月27日收盘时的市值排名，并将于6月6日公布，以及在6月24日起生效。

Glove theme coming again? Big 4 all have action coming.

In the history, glove will up when market is bad.

ATK let see on Monday.

Singapore genting super good QR!

https://www.straitstimes.com/business/companies-markets/marina-bay-sands-sees-profit-surge-515-to-812-million-in-the-first-quarter-of-2024

Singapore genting super good QR!

https://www.straitstimes.com/business/companies-markets/marina-bay-sands-sees-profit-surge-515-to-812-million-in-the-first-quarter-of-2024

genting really hit the 4.44 to close the gap. might rebounding next week. and after the good news announce and good QR coming it should be able to rebound soon.

Price action very important. But indicator also very good reference. Importantly is still the company fundamentals.

I queue buy below 2.60

Stay away from bursa. War coming soon.

So many good stock in bursa why must choose genm? And the 1bil tax so high who want to invest in genm again?

Wow paktua powerful lah. Today rebound kuat

Data center theme still jadi?

Pang72 again…. Everywhere see you. Iwcity is super undervalued now.

good closing today.

Now is not about who is who supporter. Now is to see which company have high potential to bid the tender and projects. Htpadu high potential for the project

Isham added that he would wait for Anwar's statement, where he believes that Anwar will claim that there is no issue regarding the matter.

"I can guess what he will say… It is highly likely that he will claim that there is no issue of governance or cronyism because his friend is a successful; businessman, and so on, and not a politician anymore, and this is just a regular business matter, and he has no involvement in it.

"And then I see the likelihood that Heitech Padu and his friend will secure that RM1 billion government contract and make tens or hundreds of millions in profits from contracts funded by taxpayers' money from the taxes paid by the people.

Yup waiting R88 sifu to comment. htpadu Still in healthy mode?

Today continues consolidating… hopefully rm2.00 can support well

Pang72 here again. Can queue buy when cuci time

no strength to push high already. Maybe today Friday, market very quiet

pang72 you must have faith with Sifu RR88 mah.

Golden Ratio Retracement of the 1.21 => 2.99 move:

2.99 - 0.618 (2.99 - 1.21) = 1.89

1st Tp b4 contract award = 4.00 ++

2nd Tp after contract award = 6.00 - 7.50

300 mil profit over 4 yrs for company with 100 mil shares = 300/100/4 = 75 cents per share per year earnings.

PE 8 => 6.00
PE 10 => 7.50

I trust rr88 now. Thanks RR88


TS Wong, Farhash, Sultan of Kelantan bought a combined stake of 30% at 2.15. You buy now 1.95 - 1.99 you will get it cheaper than them. Just buy, no need to think. Keep it for a few months. Technically and experience wise and track record with Immigration Dept, they must get the contract, if not in full, partially.

MyEG Services bought two tranches equivalent to a 14.4% stake from the open market and via direct business transaction for a total of RM31.25 million, or average prices of RM2.134 and RM2.15 per share.

Mean now the price is way below MYEG entry price. It will rebound soon!

wow pang72 seriously? You seem like already very pro. Every active stock will see ur name appear. Great to hear that, finger crosss hope rr88 predict the correct direction!

Pang72 if tomorrow rebound kuat mean RR88 really a real sifu!

R88 this stock seem like fully manipulated by operator. Cannot use ur calculator for this stock. They can easily pull down and push high once they collected all the bottom ticket. We dun know where is the bottom ticket now.