i think samaiden will win a lot of contracts

100mil dividend might be too much. But 50mil might be more realistic. So div yield expected 5 to 6% to state govt, ok lah, stable good.business

Cut loss is disciplie. Many are driven by emotion

insas FOREVER UNDERVALUED, IN FACT undervalue more than 10 years.....lol. what does it tell you then/

The cost is really cheap, so it is fair to adjust a bit. But iguess wont be crazy

Why he not saying rm3/month, only RM36/ year.

Compare to RM7 in peak, it is not Vshape

U shape or Vshape

I think KING will be TNB instead for 2024. Maybe going back to RM15-16 range, which is where they used to be

They should just use WAVP price of Sbagan to determine the fair value. If mkt pricing it steep discount, there must be reason and only fair to use that.

So 1: 0.22 is not a good deal

thankful, another great q results

-ve results, dont understand why ppl so bullish?

haha, finally see everyone so happy today.

I predict topglov will either go up or down today.
Sekian terima kasih!

2024 is the best year to test how free visa for both China & India helps recover of our tourism sector. In future this can serve as guide for us to attract good quality tourists into Malaysia.

global semi conductor already bottom out, I hope recover benefit Msia economies as majority of our exports are E&E

Many johor property stocks flying, very odd situation given so many overhung there.

not a good deal for Kuchai, why i need to change only 1:0.22 of SBagan valued at such high price?
Sell all asset-liabilities, give me back all my money. You said worth RM275mil right, give it all back loh. I sendiri go mkt buy the Sbagan if I want, give me back my money mah. I dont like you suka suka swap.
Illiquid swap another illiquid stocks, got help situation meh????

public infra in fact should be privatize, because the purpose is always not to earn money and the capex is huge. The only reason the let go is to beautify the govt owned budget, to address things like budget deficit.

The core question is again first: Why govt dont earn enough to cover, which lead to another bigger problem, why our economy never grow to earn so much and govt can cover most expenses like Saudi Arabia?? Which lead to core problem of our country- EDUCTION !!!

The argument where price need to increase so it can replace pipe is fraud one. If state govt managed well with so many tax collections, licensing fees etc, why it cant abosrb the cost and get a good, efficient vendornto replace them. State govt shld have the financial capability if managed well. The only reason is just to earn money

Terrible!!!!

I dont think will be V shape. Might well be slow recover back to normal circumstances first. Oversupply issue need to be resolved first.

Duit earned enough liao lah. tht play before covid i guess easily near 0.5mil in one stock

Like i said before, im more like a contrarian. When ppl hoo haa said gloves best, RM100 TP, i run fast fast. Now you see ppl talk and recommend gloves not? All top sifu I noticed also dont dare touch gloves liao.

When ppl fear, Im greed. Gloves this year just pure tactical play, putting 30% could likely give me some upside as I believe it is bottom. Even no positive news, I believe it will not drop too much from here anymore, hence my thought to have some gloves.

this is the stock no regret holding 5 years. 70% fair value gains still.

Hi moneySifu, long time no see, happy new year!! Hope to beat EPF 6% enough, haha.

xiaoeh, no one beat EPF in Malaysia, consistently giving 6%. If I got money, maybe EPF is real good choice, no need headache to do stock pick.

Below were back track during 2017. If we follow formula, picking good ROE stocks with proven track record in 10 years, how are we now?
You see, I have HARTA, TOPGLOV. It depends on your cost, my guess is if your bought was 2017 or prior, pretty close to the cost?

But if you are emotional and bought during peak, its still near 80% loss on capital.


Here are some selected companies with high ROE > 15% and profitable over the last 10 years. (The actual list has 52 stocks)

HEIM
Nestle
DLady
AeonCr
Padini
LPI
MYEG
F&N
Scientex
Harta
TopGlove
PBB
PetDag

I guess luck just not on my side? This company is hardworking and working all out on new ventures, yet result stilll have to be seen yet. Hope they do well 2024 onwards.

many years ago in Covid time I recall ppl create even a Telegram Grp calling themselves warrior. Where are them now? Mkt is cruel and never given face in time. When it come to investment, use logic and calm, dont be too emotional.

I apology if offend you then, but see, TIME PROVEN ME CORRECT AGAIN. Dont chase something when fundamental will due to change and paradigm shift happened. NOKIA did NOTHING WRONG, yet, they are history.

If you ask me, WHAT GLOVES INDUSTRY NEED IS TECHNOLOGY REVOLUTION, which is why I would like a company whom compete on skills, technical, instead of always fighthing on COST alone!

Is it fair penang enjoy biggest water user and get cheapest water bill especially penang is dependent on kedah raw water supply and next dependent to perak supply?

personally i think not fair. But that's how they attract the industrial players also. By subsidy, just like how our govt support rakyat using subsidy and to control inflation. It really depends on government own priority and direction. No right or wrong.

Your argument valid, but my point is, this is a state owned entity. Is profit the priority or state users interested priority now?

item 12 of the report state it clearly. But if you worry, then wait for annual audited report then.

sales increase does not mean profit increase mah

State / FT
Tariff in RM
Minimum
Charge
0 – 35,000 litres
per month
More than 35,000
litres per month
1 Johor 31.00 3.10 3.50
2 Selangor, Kuala Lumpur & Putrajaya 36.00 2.62 2.86
3 Negeri Sembilan 18.50 1.85 2.70
4 FT Labuan 22.00 2.20 2.50
5 Melaka 25.00 2.40 2.45
6 Kelantan 19.50 1.95 2.20
7 Pahang 30.00 1.80 2.10
8 Penang 15.00 1.50 2.10
9 Kedah 16.50 1.65 2.05
10 Perlis 15.00 1.50 1.70
11 Perak 14.50 1.45 1.65
12 Terengganu 15.00 1.00 1.40

Penang ppl enjoying cheap water rate, this is not fair!!
https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=224908&name=EA_DS_ATTACHMENTS

GUYS, please dont argue. all answer already been given in Q results ya. Figures, QoQ, YoY. Just read carefully.

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=225672&name=EA_FR_ATTACHMENTS

looks like my stock pick cant last for long

Raider bro, happy new year!!

not worth chasing anymore for me

Nice pick Goh

So us it just luck or hardwork. I believe its just trend. If you manage follow correct trend, you win big

WOW, INARI, SUNWAY, AIRPORT, GAMUDA, all seemed to like construction and Tourism related. Too bad not many pick GENM

Hi Mr Tan, can include me if got space?
1. HARTA = 20%
2. TOPGLOV = 10%
3. YTL = 20%
4. ABLEGLOBAL= 20%
5. GENM = 20%
6. D&O= 10%
WISH ALL THE BEST

delay in NIISE then delay loh, why must ppl assume die die must go live 2025 and certain co will benefit from there.....

eh, eh, itu WONG bukan guru inside what Pitchin meh, sendiri biz koyak lah now....wakakaka

of course, at the down side, i have been holdings for more than 5years low losing money. Opportunity cost is high where EPF pay 6% average a year, FD pay 4% avg a year past 5 years.....

my thinking simple, whole concession worth around RM5 bil + to 6 billion maturity like 50yrs+.

Now it is trading at market nearly RM1.1billion only, worth or not

Great pick by sifu Goh again!

seeems like GENETEC ON EVERYONE RADAR....LOL