Suria may ride on Tan Teng Boo effect soon

People start paying attention to Suria bcoz they realized Mr Tan Teng Boo ICap is major shareholder in Suria

Bauxite is rising on the same trend like Aluminium! All times high!

If bauxite mining started, we wouldnt be able to see this price

muimui... when can you back 20c....?? Haiz.....

HLB raise TP to 2.53, anyone have this report??

https://www.utusan.com.my/terkini/2021/05/hlib-tingkatkan-tp-uem-edgenta-kepada-rm2-53/

WOW!! Strong buyer!! 2.0 cleared!!

Could it due to the AIRPORT project??

MR Coldeye with us

From HSPLANT FY2020 AR:

LIST OF 30 LARGEST SHAREHOLDERS
No. Shareholding %(3)
1. Hap Seng Consolidated Berhad 478,911,400 59.89%
2. Innoprise Corporation Sdn Bhd 119,978,000 15.00%
3. Citigroup Nominees (Tempatan) Sdn Bhd - Employees Provident Fund Board 70,758,600 8.85
4. John Chia Sin Tet 8,635,400 1.08%
5. Amanahraya Trustees Berhad- Amanah Saham Malaysia 2 - Wawasan 8,279,900 1.04%
6. Amanahraya Trustees Berhad- Amanah Saham Malaysia 6,112,000 0.76%
7. Chinchoo Investment Sdn. Berhad 5,499,900 0.69%
8. Key Development Sdn. Berhad 4,282,200 0.54%
9. Gan Teng Siew Realty Sdn. Berhad 3,143,066 0.39%
10. HSBC Nominees (Tempatan) Sdn Bhd- Exempt An For Credit Suisse (SG BR-TST-TEMP) 1,593,300 0.20%
11. Mikdavid Sdn Bhd 1,352,000 0.17%
12. Amanahraya Trustees Berhad- Public Islamic Treasures Growth Fund 1,061,700 0.13%
13. CIMB Group Nominees (Tempatan) Sdn Bhd- CIMB Commerce Trustee Berhad for Maybank Malaysia Smallcap Fund 1,000,000 0.13%
14. RHB Capital Nominees (Tempatan) Sdn Bhd- Pledged Securities Account For Fong Siling (CEB) 1,000,000 0.13%

Edgenta is Khazanah owned and current gov need money. By rewarding this big project to Edgenta, Khazanah can sell partial of their shares to raise funds to gov... win win situation to Airport, Edgenta and Gov...

CPO up another 100+ to almost Rm4500 now... yet people not looking to this sector

https://www.klsescreener.com/v2/news/view/819231/robust-earnings-potential-seen-for-uem-edgenta

Wonder what analysts will said... they been bearish on the CPO price since CPO traded above Rm3500. Most reports said CPO price cannot last, will pull back since 3Q2020, the fact now is CPO still stay above Rm4000... CPO for 2Q2021 still holding >4k...

Hopefully Edgenta can get this project...

大马机场招标冠病检测服务 传MyEG和Edgenta入围

吉隆坡17日讯）消息人士透露，大马机场（AIRPORT，5014，主板交通和物流股）为本地机场冠病检测服务供应进行招标，至少有10家公司入围，且MyEG（MYEG，0138，主板科技股）和Edgenta（EDGENTA，1368，主板工业股） 皆在列。

《The Edge》周刊引述消息人士报道，入围者有与BP临床试验室私人有限公司携手的MyEG、Bestinet私人有限公司和Tass Tech私人有限公司联营、Maju医疗保健和Gribbles Patholgy（马）私人有限公司联营、Edgenta，以及MNC全球私人有限公司。

同时，这项服务据知是预先为国境重开与国际旅游提前做好准备。

消息人士说：“这项招标涉及到7间机场，分别是吉隆坡国际机场（KLIA）、吉隆坡第二国际机场（KLIA2）、梳邦（苏丹阿都阿兹沙机场）、古晋、亞庇、浮罗交怡和槟城（机场）。”

仅10公司入围

另外，此次共有31家公司提交竞标文件，且只有10家入围。

目前，尚不清楚大马机场是只找一家或多家业者，来承包所有机场的检测服务。

如此来看，KLIA和KLIA2合约相信是最有利可图的，毕竟KLIA在2019年共有2920万搭客人次，而KLIA2更是高达3310万人次，相当于每日分别有8万和9.1万人次。

同时，每位乘客检测费用据闻会介于130到150美元（约536到619令吉资金），若每日共有1万名搭客，得标者每日可以挣得600万令吉，又或1年22.5亿令吉营收。

另外，大马机场打算先在KLIA和KLIA2落实检测，每日人数可分别多达1万人次，随后才会在其他机场推行。

Wonder Tchong have any investment in GRAB...?

When i look at their cash flow and receivable, 我发现更有趣！！

wow... something on?? Buyer putting up Q to buy

What is coming??

Comparing Apple and Orange?? Pmetal is upstream while LB is downstream, Pmetal is indirect supplier to LB in fact. When upstream do well, downstream will be loser in fact.

https://www.benarnews.org/english/news/indonesian/capital-project-03052021151409.html

https://www.dailyexpress.com.my/news/166195/muhyiddin-s-indonesia-visit-augurs-well-yong/

https://www.theborneopost.com/2020/09/07/govt-channels-rm34-3-mln-to-improve-sepanggar-port/

Indonesia new capital project is coming... for sure it will boost the economic of Borneo

Their rail division could be a big thing if they able to get part of ECRL project

Follow GFM? New Project?

GAC announcement coming!??

Lots of counters been going up past few months, now MUI turn...

This is what Andrew said during an interview by The Star on Dec2020. A corporate exercise is on going. This could be reason for current move on MUI share price. Interview on Dec 2020, i think the announcement should be soon...

https://www.thestar.com.my/business/business-news/2020/12/21/muis-transformation-journey

"Meanwhile, the group is also in the process of undertaking a corporate exercise to make its corporate structure cleaner and easier to understand for all institutional investors.

Ultimately, Andrew said the catalyst would be ignited from the investments MUI made into potential startups."

https://paultan.org/2021/01/21/spied-gac-trumpchi-gs3-spotted-testing-in-perak-new-ckd-right-hand-drive-suv-from-china/

GAC car seen on road testing in Perak... could it be sign of TChong getting the GAC distribution ship?

Any 1 join meeting?

Great!! Thanks for the session! Now i have stronger confidence to hold on with AWC. 10c of EPS should be highly likely on this FY.

Suria have stable income around 50mil p.a, which is 14.5 eps. Assume 50% payout ratio, it would be 7.25c div per share... which translate to 6% yield as current price... good for my retirement fund

Suria have 30% dividend policy.... paying 30-40% over the years...
Hopefully the payout ratio to increase to 50-70%, as most of the agreed capex been done to upgrade the ports

Finally break 1.10!!!!

I think something big is on going on Tchong, it signed MOU with GAC, while GAC has intention to promote their cars into ASEAN countries, they are also in talk with HUAWEI to develop EV. It is either GAC will take a stake in TChong or it will become sole distributor for GAC, both are good to shareholders!

Dapat project ke??

WOW!! What happen??

He will acquire Suria before MMC list the port business, so it get higher valuation

https://themalaysianreserve.com/2018/04/10/mmc-corp-remains-eager-to-acquire-stake-in-sabah-ports/

SM failed to acquire FGV, now should turn his eyes to Suria now!!

time to fly!!

some1 is collecting... sideways for long time...

The Concession Agreement (CA) for the renewal of the maintenance concession
for the Southern Region (Johor, Malacca, Negeri Sembilan) and Sarawak was
signed in early March 2016. This contract is for 10 years, from 1.1.16 to 31.12.25.
Initial rate p.a. is set at approximately RM52 mil for the first 5 years, with automatic
increase to RM59m p.a. from year 6 to 10.

Based on above statement which is on AWC quarterly report, the concession is going to contribute extra 7mil to the rev since 1.1.2021. We assume 5mil flow into net profit, plus the contribution from new contract, 10c EPS should be achievable this year onward... cheers!!!

I am so curious why insider can buy while the Q result is coming?? Isn't this consider as insider trading??

HSPLANT earnings going to 2x or 3x higher soon!!

CPO spot price hit Rm4,000 today!!

Min 1.42

Wow... higher offer coming!!

Suria has good earnings record which consistently earn >50mil p.a in the past 6 years. MMC can easily sell Suria at higher valuation during their Port Business listing next year

https://themalaysianreserve.com/2018/04/10/mmc-corp-remains-eager-to-acquire-stake-in-sabah-ports/

Old news, but good reference. Chances of MMC getting it is higher as new Sabah state gov now