罗斯里企业生涯始于玲珑集团（Renong）时期，在多家上市公司当过高层，一年前离开世霸动力（SERBADK，5279，主板能源股）。

目前，他活跃在投资控股，之后创办了Vintage资本，担任执行董事。

罗斯里看好手套业前景，据悉他身边还有一些伙伴陆续在市场收购ES陶瓷股票，最终目标是控制这家公司，也有可能会全面献购。

if it can hit RM2 plus next week, it is gambling, not stock investment.

I bought it because as below. If its PAT can be more than RM5mil per quarter, then it is bonus for it goes to higher price.

Issued share - 460mil

Q3 2020, net profit - RM4mil

Assuming good business starting Q4 2020, it has net profit RM5mil per quarter for consecutive 4 quarters. EPS shall be 0.043. With current PE of 45, its may worth RM1.95

Kamal Tan is not a new shareholder. As I checked the shareholdings details, he has been there for few years.

Issued share - 460mil

Q3 2020, net profit - RM4mil

Assuming good business starting Q4 2020, it has net profit RM5mil per quarter for consecutive 4 quarters. EPS shall be 0.043. With current PE of 45, its may worth RM1.95

Is my above calculation correct?

all MA 20, 50 & 100 are moving uptrend. Can hold for longer period. Bollinger line has been widening. All are good sign.

https://klse.i3investor.com/m/blog/covidtrader/2021-02-03-story-h1540305822-VIVOCOM_S_RETAIL_DRIVEN_RALLY.jsp

Today is T2. The worst day should be over.

it has broken resistance of 0.335 - 0.34. It should be able to go up further.

before closing, someone bought all at 0.33 one shot

Look for long term. I just bought it n plan to hold until theme park opens. In end 2019, its price was 3.20+-. In 2017 n 2018, its price was above 5.00.

Since the announcement of MCO, GENM has no drop on yesterday and today. In turn, the share price going up. Panic selling is over. What other coming news will be worse than the announcement of MCO? If no, it is difficult for GENM to drop back lower.

Now is energy theme. Eventhough this is not a big project, but hope the energy theme can boost share price up. Based on yesterday's 18mil shares, expect more uptrend coming.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3118247

The Board of Directors of Mudajaya is pleased to announce that Bera Hydropower Sdn Bhd (“BHSB”), a 76% owned indirect subsidiary of Mudajaya, has been selected as one of the successful bidders in a competitive Feed-in Tariff e-bidding small hydro tender exercise (“Project”) by the Government of Malaysia through Sustainable Energy Development Authority Malaysia (“SEDA”). BHSB has received the Feed-in Approval Certificate from SEDA on 30 December 2020.

 

BHSB will enter into a Renewable Energy Power Purchase Agreement with Tenaga Nasional Berhad for the Project located in Pahang, Malaysia at the installed capacity and tariff rate of 30 Megawatt and RM0.29 per kWh respectively for a period of 21 years.

 

The Project is not expected to have any material impact on the earnings and net assets of Mudajaya Group for the financial years ending 31 December 2020 and 31 December 2021 but it is expected to contribute positively to the Group’s future earnings.

 

None of the directors or major shareholders of Mudajaya or persons connected with them has any direct or indirect interest in the Project.

 

This announcement is dated 31 December 2020.

quite good technical chart. Most indicators show uptrend status.

Good technical chart. Uptrend chart. Will move up further.

Breakout. Good sign for bullish

From 7/12 to 9/12, Tan Sri bought 5.1mil shares

During AGM on 25/11, Proposed Renewal of Authority for Share Buy Back is accepted.

I expect share price shall be more bullish later :)

Expecting big surprise for this Sunway.......

I think the coming catalyst will be:

1) Disposal of Sunway Pinacle for RM450mil
2) Development profits on Singapore & China projects will be recognised upon completion and handover of the projects in the forth quarter of 2020
3) 20% - 25% stake sale of healthcare unit estimated RM1.03b

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=212409&name=EA_FR_ATTACHMENTS

Disclamer.

Tomorrow appasia will go up or down with its poor Quarter result?

expect 2021 budget should be a good push to construction counters

expect 2021 budget should be a good push to construction counters

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3100248

Result is out

Still have bonus issue & free warrant. I guess should be in Dec.

https://www.thestar.com.my/business/business-news/2020/10/26/jf-tech-partners-huawei-unit

wah... announcement is out. the strategic partner is Huawei. It is a JV company. JFtech holds 55% share & Huawei holds 45% share. Ya ho.....Expect to have limit up

https://www.bursamalaysia.com/market_information/announcements/company...

The Board of Directors of the Company wishes to announce that JF International Sdn. Bhd. (“JF International”), a wholly-owned subsidiary of JF Tech had on 26 October 2020 entered into a Capital Increase Agreement and a Shareholders’ Agreement with Hubble Technology Investment Co., Ltd (哈勃科技投资有限公司), a wholly-owned subsidiary of Huawei Investment & Holding Co., Ltd. and JFH Technology (Kunshan) Co., Ltd. (杰冯测试技术(昆山)有限责任公司), a wholly-owned subsidiary of JF International.

https://www.thestar.com.my/business/business-news/2020/08/17/windfall-tax-risk-sees-gloves-under-some-pressure

support is at 3.00

https://www.sinchew.com.my/content/content_2325887.html

don't catch the falling knife.....

When you see Carepls breaks below 3.70, it will go down more. Why?
On 10/8, it dropped to 3.70 & has rebound. If it fails to sustain at 3.70 this time, it will drop more.

Disclamer: not for sell/buy purpose.

I just sold Carepls again.

Chart of Comfort turns bad after MACD cross below signal line, & it drops more.

On tomorrow, MACD of Carepls may cross below signal line too. I expect it will drop more.

Normally comfort & carepls have same up & down trend.

For comfort, if there has no big rebound on tomorrow, its MACD will cross below signal line. There may have further drop.

How about carepls......

https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E4%B8%8B%E8%B7%8C%E8%82%A1carepls%E9%9B%86%E5%9B%A2-rm348%E6%94%AF%E6%92%91

行家论股
下跌股:CAREPLS集团 RM3.48支撑
2020年08月08日

http://www.ecns.cn/news/sci-tech/2020-08-07/detail-ifzyxfhw7469699.shtml

World's first COVID-19 vaccine production line wins approval

I think the share price will not go up at this moment until after the completion of private placement.

It just has breakout at 1.19, uptrend should be further.

hi calvin, I will wait it to have retracement first. No doubt it is a good counter. it has been gone up from 1.50 to 3.55+- within 10days, it is enough for me :)

I also just sold my carepls. Holding starting 1.50. Enough. Good luck to all of you.

https://www.enanyang.my/news/20200410/%E7%96%AB%E5%90%8E%E4%BE%9B%E5%BA%94%E6%88%96%E8%BF%87%E5%89%A9-br%E6%89%8B%E5%A5%97%E8%82%A1%E6%81%90%E4%B8%B4%E5%8D%96%E5%8E%8B/

today is just 2nd day of bear market of US DJ. Expect more drop is awaiting....

today is just 2nd day of bear market of US DJ. Expect more drop is awaiting....

today is just 2nd day of bear market of US DJ. Expect more drop is awaiting....

seems someone is colleting WB today. Good sign.

Listing of healthcare has been delayed, not in 2019? Probably it is no longer in 2019 as now is almost end of 2019. Would it probably be in 2020? I believe so. Do your own judgement.

https://www.thestar.com.my/business/business-news/2017/06/15/sunway-set-to-list-healthcare-arm-in-2019

Assuming the listing of healthcare becomes true, and share price of Sunway is increased from 1.69 to 2.00 where WB maintains premium of 26%, WB will be worth RM0.80 based on calculation.

Decide on your own whether it is worth to buy & keep WB :)

https://www.enanyang.my/news/20191010/%E3%80%90%E8%A7%86%E9%A2%91%E3%80%91%E5%8F%8C%E5%A8%81-%E5%8C%BB%E7%96%97%E4%B8%9A%E5%8A%A1%E6%88%96%E7%8B%AC%E7%AB%8B%E4%B8%8A%E5%B8%82/

双威（SUNWAY，5211，主板工业股）最新的蕉赖双威伟乐医疗中心，在上月3日非正式推介，至今接收了超过1000名病患；在明年杪全面运作后，该医院会完全开放240张床位和77间专科诊所。

另外，双威医疗中心正进行第四期扩建，放眼2022年竣工，届时将增添额外专科诊所、床位和一所生活辅助中心。

行家建议

我们先前拜访了双威伟乐医疗中心，对该医院的前景感到有信心。

我们视双威为投资医疗领域的最廉宜途径，目前股价以本益比是12倍，远低于IHH医疗保健集团（IHH，5225，主板保健股）的37倍，及柔佛医药保健（KPJ，5878，主板保健股）的19倍。

目前，双威医疗业务仍有可能独立上市，预计估值约可达15亿令吉，相当于2018财年本益比的25倍，且还有上升空间，因为扩展计划正如火如荼。

不过，由于此次会面没有重大惊喜，因此我们维持财测不变。

我们保持“买入”评级和2.17令吉目标价，相当于加总估值法（SOP）得出的2.41令吉再折价10%。

此外，鉴于双威良好的整合产业发展与建筑业务，该公司仍是我们的首选股，且未被发掘的医疗业务，尚未获得投资者赏识。

Sunway - Healthcare Gaining Traction

Author: HLInvest | Publish date: Thu, 10 Oct 2019, 8:44 AM

Sunway Medical Centre Velocity, the latest addition to Sunway’s healthcare arm started operations on 3 Sep 2019, receiving over 1,000 patients since then. The hospital has a capacity of 240 beds and 77 specialist clinics once fully operational by end-2020. Meanwhile, Sunway Medical Centre (located in Bandar Sunway) is currently undergoing its Phase 4 expansion (targeted to complete by 2022), which will house additional specialist clinics, an assisted living centre and additional hospital beds. We maintain our forecast and BUY rating with an unchanged TP of RM2.17 based on a 10% holding discount from SOP-derived valuation of RM2.41.

We took a group of fund managers/analysts to visit the Sunway Medical Centre Velocity (SMCV). The MD of healthcare unit, CEO of Velocity Hospital and management team took us round the various units. We came out feeling positive about its prospects. Here are the key takeaways.

SMCV. The hospital did its soft launch on 3 Sept and is located in a 10-storey building next to the Sunway Velocity Mall and Hotel. The hospital has a capacity of 240 beds and 77 specialist clinics once fully operational by end-2020. As a start, it currently operates on 120 beds with 45 clinics and since its soft launch, it has received over 1,000 patients. Interestingly, the first baby delivered on the maternity ward was a Chinese national, anecdotally indicating its attractiveness to foreigners. The hospital runs an e-Medical Report system whereby data of patients are all digitalized, allowing for more efficient data processing and reducing the waiting time before and during consultations. The hospital has attracted doctors with an equal mix from both the private and government sectors.

Sunway Medical Centre (SMC). Located in Bandar Sunway, Sunway’s flagship hospital is currently undergoing its Phase 4 expansion (targeted to complete by 2022), which will house additional specialist clinics, an assisted living centre and additional hospital beds. SMC is also migrating its data system to e-Medical Report from its conventional physical report cards.

Cheaper entry to the healthcare sector via Sunway Berhad (trading at forward P/E of 12x) as compared to IHH (37x) and KPJ (19x). With the listing of the healthcare business potentially on the cards, Sunway’s healthcare business is estimated to fetch a valuation of c.RM1.5bn (based on FY18 net profit and a price multiple of 25x), with further upside as expansion of the business is ongoing.

Forecast. Unchanged as the meeting yielded no major surprises.

Maintain BUY with an unchanged TP of RM2.17 based on a 10% holding discount from SOP-derived valuation of RM2.41. Sunway remains our top pick given its well integrated property and construction development. Its hidden gem, the healthcare business (with 4 new hospitals coming on stream over the next three years) has yet to be appreciated as it is embedded within the parent-co. These coupled with the resilient earnings from mature investment properties alongside its growing building materials business and quarry operations justifies for the re-rating of the stock.



Source: Hong Leong Investment Bank Research - 10 Oct 2019

https://www.orientaldaily.com.my/news/business/2019/10/10/309950

医疗潜力未反映　双威可逢低买进

（吉隆坡10日讯）双威（SUNWAY，5211，主板工业股）旗下医疗业务前景乐观，惟分析员认为，医疗业务的潜力未全面反映在估值中。因此，目前的股价提供“逢低进场”机会。

丰隆投行分析员近期到访双威伟乐城（Sunway Velocity）医院后，对双威医疗业务前景感到正面乐观。

双威伟乐城医院9月3日开始营运，目前提供120张床位和45家诊所，已接待超过1000名病人。该医院预计将在2020年杪全面运作，届时将提供240张床位和77间诊所。

同时，医院采用电子医疗报告系统，将患者数据全面数码化，提升数据输入过程效率，进而缩减患者的等待时间。

值得一提的是，该医院接生的第一位婴儿是中国公民，可见双威医疗获得外国人的信赖。

另一边厢，位于双威城的旗舰医院--双威医疗中心，正展开第4阶段扩建工程，计划2020年完工，届时将可容纳更多的专科诊所和床位。

正如双威伟乐城医院，双威医疗中心也将迎来数码化改革，将原先的打印报告，转为电子报告。

无论如何，分析员指出，按照估值比较，IHH医疗保健集团（IHH，5225，主板保健股）和柔佛医药保健（KPJ，5878，主板保健股）本益比分别是37倍和19倍，双威仅达12倍本益比，提供投资者低价进场的机会。

医疗业务或上市

此外，双威医疗业务或分拆挂牌上市，以2018财政年（12月31日结账）净利和25倍本益比计算，估值约15亿令吉。考虑到双威计划未来3年内陆续增设4家新医院，随著业务扩展，估值也随之扬升。

总结来说，基于产业和建筑发展业务相互扶持，取得完美结合，其估值也未全面反映医疗业务，加上旗下建材和采石业务也处在不断增长阶段，双威依然是分析员的首选股。

分析员维持双威“买进”投资评级，目标价为2.17令吉。双威周四闭市报1.64令吉，无起落

sunway mother seems really good in chart.

sunway-wb has 7sen step down every year. If not mistaken, 7sen step down will be adjusted on tomorrow. This means sunway-wb will become cheaper & worth to buy