Ignore the political noise & follow the data. Those who too political often loose & miss the opportunity

Indexing. Foreign investors are picking index stocks up as the Ringgit will further strengthen. IJM is undervalued and offer so much upside. I will keep even though its has exceeded my target. I’m rerating IJM to super overweight with little downside for now. At country level, JP Morgan & Forbes upgrading of Malaysia is just stunning as the Govt reform measures are now bearing fruits

As i hv pointed out weeks ago, the RM3.50 is on course. For now i will enjoy the dividend income

As i have pointed out earlier, IJM is now back into the KLCI. More upward potential!

kancs3118
Hi ratz, what does that mean ?


Hi kancs3118,

It means shares of IJM may be included as a component of the KLCI. IJM was a component of KLCI before but was removed. Now that IJM is back on the growth path, chances of inclusion is higher. Being a component stock means it will be tracked by institutional investors both local & foreign. Good for IJM shareholders

Prospects for inclusion back into the KLCI Index

Stock price is a function of prospects driven by what is about to drive value to the company. UEMS will be the biggest beneficiary of the Special Econ. Zone, the HSR, Forest City Financial Zone, Operator of the country’s biggest solar form to fire-up RE for industries in the SEC, SILC and RE exports to Singapore amongst others. This translates to potential spike for dd on its property division. All these will traslate to surge on sales and profits over the next 5 yrs minimum. ALL EYES ON UEMS!

The IJM dividend is incidental. Its a bonus. The real prize is reaching RM3.50

https://theedgemalaysia.com/node/712398.
Anwar’s biggest deal with Japan!
Will Malaysia supply hydrogen to Japan & LCT the biggest supplier?

This HSR financing model is entirely privately funded. With Khazanah & EPF as controlling shareholders of MRCB and UEMS respectively, this consortium is likely to be the frontrunner. Their financial muscle combined is more than RM1.5 trillion.

Dear all dudes, we’re almost there!!! Enjoy everyone!. It has been an interesting journey..

ALMOST CORNERED?

On course….

Bandar Malaysia revival @ HSR Main Terminal. All Duke Highway reaping daily cash. New Duke connectivity opening soon. Cash Cow

Research houses taken notice of Forest City’s financial zone impact on UEMS and Sunway - 2 nearest development next to Forest City & Singapore.
I would take a strategy of rejecting any good offer. Remember, the RNAV per share alone is RM1.93. While earnings prospect is underpinned by significant growth primarily owing to HSR, high-costs Singapore and now adjacent to a new Financial Zone in Johore.

https://www.nst.com.my/business/2023/08/948187/uem-sunrise-sunway-best-proxy-johors-special-financial-zone-rhb

I would take a strategy of rejecting any good offer. Remember, the RNAV per share alone is RM1.93. While earnings prospect is underpinned by significant growth primarily owing to HSR, high-costs Singapore and now adjacent to a new Financial Zone in Johore.

CHEERS everyone!!! Tesla Model Y booking soon!

The market is having a healty run. M&As is back, plenty of value stocks, sectoral policies getting more visible, high value FDIs, strategic megaprojects are privately-driven, budget 2024 soon - all shows a bull trend in the coming months. The ball is in your court!!!

This is a pensioner stock. Good for medium to long fun. Just reap the good yields. If yoy expect KLCI to grow 1600, just ride with the flow!

ALL these “anal”lysts are really borne jokers. They got it all wrong and now trying to play catch-up, every single one of them. Imagine Public Bank applying 85% discount to UEMS RNAV of RM1.93? Load if sh*t these “anal”lysts!!! Meanwhile, TESLA Model Y is lookin good!!

UEM Sunrise (UEMS MK, BUY, TP: MYR0.92)
The Minh And Connaught One To Drive 2H Sales

Results Review
BUY, new TP of MYR0.92 from MYR0.70, 48% upside. UEM Sunrise’s 1H23 net profit is in line. Its 1H23 property sales of MYR1.49bn has already met management’s target for the year, and we expect the company to book MYR1.9-2bn in sales by year-end. Meanwhile, sentiment on the Iskandar Malaysia property market remains upbeat, given the positive news flow in the pipeline. We raise our TP to reflect the better market sentiment ahead, on the lifting of the political overhang post state elections.

The mysterious TRAJECTORY…Tesla Model Y RED looks stunning

Only “real man” triumph. Tesla Model Y in sight!!

This game is only for real man!!

Passed the resiliency test with flying colours. And we know the trajectory…a down payment for Tesla Model Y soon

I like resilience. And we’re looking at one!!

This is a patient game without attracting Bursa’s enquiry. The min. strategy calls for margin trade and exercise emotional restraint. Hello Tesla…

Based on observation, the current strategy is not attract queries from Bursa. Hence the incremental push with lots of patience trade. But we know the trajectory…,

Placed bookings for Tesla Model Y. But I’m not finished. The secret is to ignore the noise!!

The reward of ignoring the “usual noise” is a good white 4-motor taxfree Tesla Model Y. Some sort of an announcement should deliver the financial objective!

TESLA MODEL Y near reality! Patience has its virtue.

Can anyone guess the impending announcement regarding UEMS - driving the stock price like a runaway train??

The speed of an EV now! TESLA here we come

On track towards the final trajectory. Paitience is key…

Short sellers scrambling to cover position…!! TESLA MODEL Y is now visible!!

I’m admiring my own state of perseverance. TESLA MODEL Y is still on course…

I can see Tesla Model Y. Quite clear

TESLA MODEL Y (Standard) within reach…!!

Mini bull run doesnt come often guys. Seize the opportunity but be smart!

My patience just grew stronger

My entry cost 26 sen w substantial paper gain. I’m exercising a lot of patience on this stock! I think it will pay off similar to my Comintel 400%. Pure research!!!

The trajectory is beyond imagination. They planned it months ago!!

I think one of the only way to make bumper gain in this dismal Malaysian market is to look for turnaround stocks subject of a corporate restructuring. A deep assessment is needed though.

I’ve ignored this stock for a while now although I understand its restructuring plans were on-going. I’ve 100,000 shares and today upon getting my CDS statement i couldnt believe my eyes the when the statement stated value is 83 sen (I originally thot its 8 sen). I guess its some sort of a new year gift and the patience i placed betting on the regularisation plan. Maybe tomorrow i’ll consider liquidating some.

Options for small investors:

1. Civil suits against Serba & Serba’s individuals
2. Seek financial compensation from capital market compensation fund. Make financial claims against brokers research units that promote Serba’s shares
3. Get the dysfunctional MSWG to act on small investors behalf to claim damages from Serba and individuals concerned
4. Get SC to file civil suits against them

Qtr 2 result is today

Its now December. Still no announcement on book closure date for special dividend

When is dividend payment? Will there be a book closure date? Dont see any announcement. Supposed to be this month (November)

Institutional investors are taking notice. 18 sen special dividend + expected at least 25 sen annual dividend, that’s a huge payout for a stock trading at RM2.70ish. A no brainer for institutional investors until probably the price goes up until RM4, at least.

I wonder wherher the 18 sen special dividend is eligible for DRS.