The World Semiconductor Trade Statistics (WSTS) has raised global semiconductor sales growth in 2022 from 8.8% to 10%, reaching US$614bil.

However, we note that global 5G smartphone sales penetration has surpassed 4G since January 2022. As Inari’s sales are concentrated in the smartphone business (65% in 1HFY22), we are of view that the segment’s growth may start to taper as higher 5G smartphone penetration could mean lower demand for upgrades from 4G.

In addition, Inari derived RM98mil or 8% of its 9MFY22 revenue from China. As local regulators remain firm on the zero-Covid policy, we remain cautious on this headwind and its repercussions.

We expect further guidance from management on the lockdown impact and mitigation plan, as well as progress on its segment diversification in an investor briefing later today.

On a QoQ basis, 3QFY22 revenue fell 14% to RM360mil, which led to core profit contracting 18% to RM88mil.

We view the seasonal decline as normal given that the group’s stronger performance during the calendar year-end typically matches the launch cycles of new products.

On a YoY basis however, 3QFY22 revenue grew 5% while core profit surged by 18%. The increase is primarily driven by: (i) a stronger USD; (ii) 5%-point increase in EBITDA margin to 35%; and (iii) 2.4x Surge in Interest Income From Fund Placements.

The group has declared a dividend of 2.2 sen for the quarter under review, translating to a dividend payout ratio of 94%. However, we view that the high payout ratio will not affect the group’s expansion plans given its robust net cash position of RM2bil (21% of market cap) as of March 2022.

volume dont lie

sudah bottom lama, shouldnt be too long away from uptrend move

Good or bad :))))))))))

Usd going strong

what's this sudden NFT hype ?

NFT !?!?!?!?!?!?!?

MY EG Services Bhd (MYEG) has launched the "Compare by MYEG X NFT Pangolin" initiative to promote the utilisation of non-fungible tokens (NFTs) by making NFT ownership accessible to everyone.

The digital services company said users of Compare by MYEG, an online platform that allows users to compare and buy car insurance and takaful renewal services, are eligible to receive free commemorative customisable NFTs (Compare Commemorative NFT) minted on Zetrix’s Layer 1 blockchain on the global marketplace NFT Pangolin.

In a statement, executive chairman Datuk Dr Norraesah Mohamad said MYEG is committed to fostering the application of NFTs among the public.

keep an eye before making any decision

typically entire market still slow

oil didnt stay up high for long , slowly correct back d

tmr may avg down more

Thanks to the Home Ownership Campaign (HOC), digital marketing initiatives and new launches, developers under our coverage registered a commendable 37% YoY growth in new sales (Exhibit 2).

For FY22F, most developers are setting conservative sales targets (lower than FY21 actual sales) likely due to the expiration of the

HOC. However, Mah Sing and Lagenda, which focus on affordable housing developments, are setting higher sales targets in anticipation of pent-up demand in this market segment.


Potential rise in residential demand following the reopening of borders... Moving forward, we foresee a gradual recovery in property transaction volumes, especially in the residential segment with the reopening of international borders on 1 April 2022 and the resumption of international trade and travel given the relative regional affordability of Malaysia’s developments, notwithstanding stricter criteria for the Malaysia My Second Home programme.

anyway pricing now compare to potential up movement is attractive, but risky dont all in

park some at 0.06 to play abit

wont sell first see next week how

next week got announcement if not mistaken

TBH, when uncle KYY laugh i scare , i dunno why but i just do :')

BABY SHARK DOO DOO DOO DOO DOO

DADDY SHARK DOO DOO DOO DOO DOO

those manage to get 0.06 yesterday, dont so fast take profit first keep until next week, you wont regret it

Proposed rights issue. The Group proposed a renounceable rights issue of up to RM363m in nominal value of 5-year 3.80% irredeemable convertible unsecured loan stocks (ICULS) at 100% of their nominal value of RM0.50 each, on the basis of 1 ICULS for every 2 existing ordinary shares in E&O. Assuming maximum scenario, it plans to utilize 80% of the proceeds to embark on several new development projects and reclamation of Andaman Phase 2B and 2C. We understand that the fixed funding cost of 3.8% per annum (p.a.) is comparable to the Group’s current average borrowing cost of 3.77% p.a. The exercise is expected to be completed by 4QCY22.

3QFY21 Group revenue dropped 36% YoY due mainly to the absence of new launches, and also slower-than-expected sales in on-going projects (mainly Conlay, KL). The properties segment recorded a drop of 56.3% YoY to RM65.8m, primarily due to a sale of land of RM55.0m last year and lower sales of completed properties YTD. Meanwhile, the hospitality segment recorded revenue of RM16.6m or increase of 25.8% YoY due to higher revenue generated following the lifting of interstate travel ban for local tourists. The segment recorded an operating profit of RM10.8m YTD, mainly lifted by the recognition of gain on lease modification of RM9.3m and waiver of rental of RM11.8m.

Eastern & Oriental (E&O) recorded a 3QFY22 net profit of RM7.8m, swinging back from the net loss of RM14.0m a quarter ago, with better margins achieved and improvements in the hospitality segment with the lifting of travel ban for local tourists. The hospitality segment’s performance was also bolstered by a one-off recognition on gain on lease modification of RM9.3m during the quarter, and waiver of rental of RM11.8m. Taking out these one-off items, Group net loss YTD is estimated at RM25.7m, which is 61% and 50% of our and consensus forecast. As mentioned earlier, we only expect the Group to see earnings recovery in FY23, underpinned by projects such as STP2A (maiden launch, “The Meg” was soft-launched recently) and The Peak (JV with Mitsui Fudosan, RM348m GDV. We adjust FY22 earnings upwards by 54% to account for one-off gains and nascent recovery for the hospitality segment. Separately, the Group has also proposed a rights issue of ICULS (1 ICULS for every 2 existing ordinary shares in E&O) to raise between RM178m and RM363m, mainly to be used for existing and future projects. Pending the completion, we maintain our Neutral call with TP unchanged at RM0.60, pegged at ~70% discount to RNAV, excluding STP2B&C.

https://klse.i3investor.com/web/blog/detail/nanyang_stock_expert/2022-04-13-story-h1621427836

另外，NFT Pangolin是一个供创作者发行和销售其独特的加密安全数字收藏品。

因此，与以太坊（Ethereum）昂贵成本相比，Zetrix将提供更低的铸币费和能源费，以鼓励更多的艺术家，探索区块链和新平台的潜力，作为展示和交易作品的新方式。

尽管如此，鉴于该业务仍处于试点阶段，我们维持盈利预测；一旦成功实现，盈利估计将有进一步的上行空间。

总而言之，我们维持“买入”评级，及1.21令吉目标价。

行家建议：

除了现有业务部门的内部增长外，MyEG还投资在区块链领域，为强劲的中长期增长铺路。

我们认为，该公司将通过对交易收取能源费（即在运算中消耗的能源）、供应链追溯费用，以及跨境贸易的交易费，以将Zetrix货币化。

在完成了第一层区块链功能基础开发后，MyEG（MYEG，0138，主板科技股）将于本周五（15日），启动Zetrix区块链主网络。

这意味着Zetrix正迈向成为领先的去中心化应用程式，并提供供应链追溯，以及元宇宙融资等功能。

该集团早前推出的非同质化代币（NFT）平台“NFT Pangolin”，将是首批托管在Zetrix上的应用程式。

双威（SUNWAY，5211，主板工业股）在2021年的房产销售达到26亿令吉，超越原定目标22亿令吉约16%之余，按年增长92%。

同时，上述销售额也打破双威过往记录。




行家建议

双威2021财政年业绩将在下月出炉，而我们目前维持盈利预测，尽管该公司的全年房产销售已超越目标。

我们估计，末季收入将占据全年净利的41%。回顾历史，过去两年的末季盈利均最强劲，分别占全年净利的37%和48%。

全年销售如此强劲，归功于新加坡项目的贡献，但受大马财务报告准则15（MFRS15）影响，最早也得在2022财年才能认列盈利。

展望未来，双威计划在2022财年推出总值23亿令吉的项目，按年减少28%。同时将销售目标设在22亿令吉，按年下降16%。

其中，国内项目将占据上述目标的59%；新加坡和中国则个别占29%及12%。

对于拥屋计划（HOC）不延续、原料成本涨高之事，双威保持中和态度。原料价格带来的税前赚幅冲击低于2%。

另一边厢，封锁措施对于休闲、酒店、零售业务的冲击，部分已被办公室业务缓冲。

考量到双威未入账销售达38亿令吉、建筑业务未完成订单有47亿令吉等，我们乐观看待该公司长期发展。

因此，维持“买入”评级，目标价也定在2.21令吉。

volume and overall sentiment mood seems healthy , TGIF guys

FAST 正在提供多元化而稳定的收入来源。 虽然市场上出现了重大的调整，但由于企业活动后的抛售压力大大降低，对该公司股价的影响很小。 我预计 FAST 将成为 2022 年的黑马股之一，尤其是在当前水平如此低的投资成本下。

对我来说，当市场上存在着如此高折扣股价的公司（FAST） ， 为何要选择其他拥有高 PEX 的公司呢？ 一旦 FAST 在下个季度扭亏为盈，我个人的短期目标价将是 RM0.100。 。

https://klse.i3investor.com/web/blog/detail/ChineseIndicator/2022-03-11-story-h1600187656-How_FAST_can_this_company_go

https://klse.i3investor.com/web/blog/detail/nanyang_stock_expert/2022-04-13-story-h1621427836

除了现有业务部门的内部增长外，MyEG还投资在区块链领域，为强劲的中长期增长铺路。

我们认为，该公司将通过对交易收取能源费（即在运算中消耗的能源）、供应链追溯费用，以及跨境贸易的交易费，以将Zetrix货币化。

另外，NFT Pangolin是一个供创作者发行和销售其独特的加密安全数字收藏品。

因此，与以太坊（Ethereum）昂贵成本相比，Zetrix将提供更低的铸币费和能源费，以鼓励更多的艺术家，探索区块链和新平台的潜力，作为展示和交易作品的新方式。

尽管如此，鉴于该业务仍处于试点阶段，我们维持盈利预测；一旦成功实现，盈利估计将有进一步的上行空间。

总而言之，我们维持“买入”评级，及1.21令吉目标价。

皇帽末季核心净赚7500万令吉，按年增长29.1%，将全年核心净利推高至2亿1400万令吉，表现超标，分别占我们和市场全年预测的103%和104%。

这是因为当季销售强过预期，加上成本控制良好。

同时，全年派发每股56仙股息，相等于85.2%派息率，低过我们预期的95%。

近期产品涨价和成本优化策略，皇帽料可缓冲成本上涨，且在更高经济规模效益和更赚钱销售组合支撑下，今年还有望扩大赚幅。

皇帽今年拨出1亿1000万令吉资本开销，用于升级本地厂房，这可提升瓶装能力、拥有更多包装选项、自动化，及更好永续表现，预计今年底可完成。

我们调高今明年财年每股净利预测，分别至94仙和111仙，并估计后财年报122仙。

维持“增持”评级，并调高目标价至26.50令吉。

fast be in bottow for quite sometime, assuming they withstand the worst period (covid 19) , jsut give them some time

oil price on uptrend anyway, their product compliance IMO 2025

Nestle Malaysia Berhad upgraded to Overweight with a long term price target of RM180

Investment in plant-based meat technology and total monopoly over local consumer discretionary market to boost corporate earnings throughout 2022.

What happens to stock price after private placement?

How Does Private Placement Program Affect the Share Price of a Company? The private placement of shares, if done by a

private company will not affect the share price because they are not listed. However, for a public listed Company, this

placement will lead to a decline in share price at least in the near term.


Private Placement of Shares | Top Advantages & Disadvantageshttps://www.wallstreetmojo.com › private-placement-

shares

Search for: What happens to stock price after private placement?

Is private placement good or bad for shareholders?

A private placement is a method often used by companies listed in Bursa to raise capital through the issuance of

additional shares to a single rich investor, or a limited number of qualified investors. ... Hence, private placement is not

good for the existing shareholders.30 Aug 2020

What happens to stock price after private placement?

How Does Private Placement Program Affect the Share Price of a Company? The private placement of shares, if done by a

private company will not affect the share price because they are not listed. However, for a public listed Company, this

placement will lead to a decline in share price at least in the near term.


Private Placement of Shares | Top Advantages & Disadvantageshttps://www.wallstreetmojo.com › private-placement-

shares

Search for: What happens to stock price after private placement?

Is private placement good or bad for shareholders?

A private placement is a method often used by companies listed in Bursa to raise capital through the issuance of

additional shares to a single rich investor, or a limited number of qualified investors. ... Hence, private placement is not

good for the existing shareholders.30 Aug 2020

not low enough,

pls go lower tq

hope there will be good movement in near future , duit raya pls

big volume, big playa is bulding uup

just queue, dont think too much, siapa cepat dia dapat

buy before fly guys

past week big volume, sharks swim in quietly ??

another busy day for fast ez 22m volume

always love to read new guy comments, very supportive and keep giving good vibe on market, we need more people like new guy <3

no holding power one better dont stay here, whats the point of buying and sell it lower

time to wash people out, less is more

hmmmm