Disclaimers :- All my comments in i3 forum are sharing of my view with reference to my limited experience for leisure purpose or for joke. No buy or sell call on any stocks in i3 forum on all my comments. You are advised to consult license banker or remiser for any investment.
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12 hours ago | Report Abuse
The drop is to prepare coming days to cross long await $10,hopefully
16 hours ago | Report Abuse
MTEC $1.12 up 3c
Scg $0.92 down 1.5c
Reverse trend....?
This is market but SCG supposes be much stronger profit as compared to Mtec.
So, it will catch up, I strongly believe
1 day ago | Report Abuse
Blogs Headlines
RHB Investment Research Reports
Sime Darby Property - Shifting From Second to Fifth Gear; Keep BUY
rhbinvest
Publish date: Wed, 12 Jun 2024, 10:46 AM
Maintain BUY, TP rises to MYR2.00 from MYR1.54, 49% upside with c.2% yield. We think the market has not fully priced in the upside potential of Google’s recent announcement of its USD2bn investment in Malaysia. The tech giant’s announcement of MYR1.74bn in capex for the first Google data centre (DC) and Google Cloud region may just be the beginning. The potential impact of this on earnings may be under-estimated. Our new TP reflects the incremental value of the contribution from the Google facility, as well as the faster turnaround of Sime Darby Property’s industrial parks ahead.
The USD2bn investment by Google. Last month, Google announced its commitment to invest USD2bn in Malaysia. The Google DC at Elmina Business Park (EBP) will power the tech giant’s popular digital services, such as Search, Maps and Workspace. When operational, Malaysia will join the 11 countries in which Google has built and now operates DCs. Note that, in the Asia-Pacific, countries and areas where Google Cloud operates include India, Singapore, Jakarta, Hong Kong, Taiwan, Japan, Australia and Seoul.
The remaining MYR7.5bn of investments may come later. So far, Google has only announced its DC and Google Cloud region, which are worth about MYR2bn (or MYR1.74bn, based on the contract value secured by Gamuda (GAM MK, BUY, TP: MYR7.08)). We think there could be further investments for subsequent phases (which may be what the remaining MYR7.5bn is for) in EBP at a later stage. While the initial Google DC is estimated to have a capacity of 80MW, the entire 49-acre site earmarked for Google at EBP could accommodate 200-250MW, based on our estimate.
Expanding its assets under management (AUM) aggressively. The DC investment is expected to boost SDPR’s total AUM significantly from MYR4.4bn currently (includes a concession arrangement for Bandar Universiti Pagoh). By FY26, we think its AUM may be worth MYR6-7bn, which could generate a total recurring income of MYR120-130m at the operating level. We raise our FY26 earnings forecast by about 3% to reflect the initial contribution from Google DC, as the facility may only be completed in 2H26.
SDPR has both landbank and a robust balance sheet to accommodate more DC demand. SDPR is well-positioned to capture the prevailing investment wave, driven by global tech giants, in the South-East Asia region. The company currently has five industrial park projects with a remaining total land area of >2,000 acres, and we believe that the basic infrastructure facilities are ready at these industrial sites, since projects are ongoing. SDPR is an experienced player in industrial development, and the segment now accounts for 30% of its total property sales.
Source: RHB Research - 12 Jun 2024
1 day ago | Report Abuse
I am doing half good and convert more other shares to MBB to have peace of mind dividend payout...
1 day ago | Report Abuse
As long as not selling cheap SCG 93.5c to bro. James will do
Sell to them at $3.32 yeap!!
See who hv the last big abalones...
1 day ago | Report Abuse
MTEC@$1.07 T4Q Result: ( EPS: 1.50, P/E: 71.37 )
Scg @93c T4Q Result: ( EPS: 4.69, P/E: 19.85 )
So, obviously SCG is much undervalued as compare to Mtec
So, if SCG up to pe71 then will be $3.32!
Everybody understand
1 day ago | Report Abuse
The early comer bro James earn an abalone soup in this Great stock and wasted 365days ablone...
So, the late comer pang72 is smart moce:)
1 day ago | Report Abuse
Add more SCG while bro James selling..
I AM RIGHT AGAIN
1 day ago | Report Abuse
Cakes Moon
Scgbhd is fundamentally much stronger as compared to ADB, Oppstar, JCY, Notion, etc.!!!
Malaysia will be a data hub centre soon!!!
1 hour ago
YOU ARE ABSOLUTELY RIGHT
1 day ago | Report Abuse
MTEC $1.05 which profit is less than SCG per QR...
I will expect SCG to catch up MTEC by this week the faster
1 day ago | Report Abuse
Bro James, you are wrong again..
Pity you for miss out Nvidia boom
1 day ago | Report Abuse
Today close 95c..
Tmr can easily touch $1..
Everything is back after correction..
How come this bro James so short sighted... Happy for one day good abalone meal?
I want 365 days abalone soup from Australia
1 day ago | Report Abuse
Bro James will see us eating abalone for the next one years..
Now, he is very gencheong Vitrox rises to $5.90
1 day ago | Report Abuse
If bro James still got tickets to sell to us in cheap..
Then, $4 is possible mah
1 day ago | Report Abuse
It is glad to sapu all cheap tickets from bro James in this one this correction...
to bring down our cost..
We will reap the maximise profits from SCG because of its privilege status for TNB massive capax (billions billion) for upgrading the power grid
1 day ago | Report Abuse
Bro James hopping to get cheap tickets...
Haha...
Wait long long...
1 day ago | Report Abuse
I am right again. The minor correction is over...
Great rebound lol
1 day ago | Report Abuse
With bro James massive selling in SCG, today peaks at 95c...
Great job data center cable!!
1 day ago | Report Abuse
Bro James,
The left over bone soup is absolutely marvelous which added some abalone today...
YES! Yummy
3 days ago | Report Abuse
Management said you can make use of my new warrant to goreng the share like EG-w up like hell today (+45% in one day). I will help to promise the future earning is damn so good as above!!!
3 days ago | Report Abuse
Hopefully can limit up lo
Overall, the outlook for the Group is
promising as the progressive uptrend in
orders toprevail into the near
foreseeable future. The Group also
strengthened its verticalintegration
capability with the recent successful
development of several new processesin-
house. Mass production for the Group’s
key customer has already started for some
of these processes. Separately, the
Group’s ongoing discussions with
prospectivecustomers remain in progress
as part of its efforts to expand its clientele.
(Source: Management of VSIB)
3 days ago | Report Abuse
Dow up 300pts
NASDAQ up sikit 10pts..
All my tech tech tech stocks shld fly to moon tmr including VSI:)
3 days ago | Report Abuse
Hihi...
What I am waiting for realise! Bonus warrant!!
3 days ago | Report Abuse
Conman,
Good to know EG perform well in hdds..
So, it will fly like Notion...
So, I I kali la
3 days ago | Report Abuse
Kone is goreng
ATA is goreng..
EMS is exploded but many doesn't aware only..
Look at PIE first kick
ATECH, natgate, now EG...
Next will be VSi and SKP..
THE KING OF EMS IS NOTION IF EVERYBODY KNOW WELL. IT IS NOT HDDS...
PLEASE WAKE UP EVERYONE... DON'T MISLEAD BY OTHER...
3 days ago | Report Abuse
RR88 sifu support mah..
Of course strong la..
Everyone rushes in morning
3 days ago | Report Abuse
renewable energy stock fly like rocket leh
3 days ago | Report Abuse
My all time favorite cable D bursa under correction mode..
OK! Tunggu you surge pass $1 after the correction
3 days ago | Report Abuse
I thought this is the most valuable stock in bursa? NO MEH?
WAIT YOU AT $1 THEN YOU BARU CAKAP BESAR.. JEPUN..
3 days ago | Report Abuse
So, continue your journey to success in EMS greatness
3 days ago | Report Abuse
Both steady up... For great Ems lagged play..
EG is like UEMS... Fast n furious
3 days ago | Report Abuse
Continuing steady up... SKP like Simep..
VSI like Spsetia
3 days ago | Report Abuse
I declared shot down RR88 sifu shooting star and as my present now
3 days ago | Report Abuse
Adui...
Rugi rugi 88 kali la.... If selling DC stock
3 days ago | Report Abuse
DC related stock shall averaging down but not sell..
The lesson learn for rr88...
DC will support our. GDP growth next few years...
If not DC stock then what else
3 days ago | Report Abuse
Go toward 63.5c... Breaking the all year high...
Stock: [CIMB]: CIMB GROUP HOLDINGS BERHAD
7 hours ago | Report Abuse
My last entry 6.77...
No more money liao!!!