Bandar Gelugor themed stock

Calvin, almost time to take a punt on plantation mid caps

Sunset industry
Mgmt must find ways to either diversify, exit the paper business or find a buyer for the company

I’m also in

When share price is down, everyone attacks the directors. Where were you when you made money from the stock?

More bonus ahead

Congratulations to PWF Corp’s management team for another stellar/excellent quarterly result

@Pinky pressured by the gov to acquire stake in Boustead Plant

Exactly. Even the conglomerates like Sime Darby and Genting Plantation perform better than KLK in terms of palm oil tree age profile and maturity/extraction yield. KLK is a heavily-politicised company and it is best to stay away from it due to unforeseen political risk.

Able Global is taking market share away from FFB and Dutch Lady. Possible M&A

6) Vesting period of the Shares: The Award is based on achieved performance and to be vested within 3 months from the date of the Award.

Agree with Kenanga's analyst with regards to the emphasis on improving margins by the company. However, the focus on premium products is not really feasible cause condom users do not place much importance on the actual quality of the products compared to other consumer staples.
There is no way for the company to bring the sales volume/total sales back to 2016 levels because the competition within the condom market is surging. Despite the recent introduction of abortion laws in the US, there isn't any significant uptick in sales for the US market which is a bit disappointing.

However, there still remains a few tailwinds for the condom market and near-term catalysts for Karex. Such as weaker Ringgit, and the stabilisation of raw material/labour cost. And the diversification/venture into gloves and lubricant products, on top of the company's healthy balance sheet.

My mid-term PT is about RM0.90

The heyday of being the sole and top condom manufacturer in Malaysia is over for Karex Bhd. I used to own a significant number of Karex shares, but it saddens me that the management has failed to turn the company around even after many years. I don't believe Karex will recover to its previous highs

Most directors/mgmt bought at RM1.06, so a lot of upside potential if the stock keeps trading at RM0.98 haha

Judging based on technicals alone (cause there is not much publicly available information), I would take profit at around RM2.80 - RM2.90

There will be a lot of pullbacks and short-term weakness along the way. Need to shake out all the original holders at the RM1.10 - RM1.30 range. Expect the stock to be range-bound for at least 3 months

Do not trade this stock, own it. This is a long-term, multi-quarter restructuring play.

Maintain Hold on PWF and agri counters. Still believe it is a multi-quarter trend.

Today's sell-off is completely unjustified

Do not buy KLK. I wasted my capital trading KLK for more than 2 years. Absolute useless management team. Switched to UTDPLT last year

I doubt if there’s any retailer who bought in

Good job to the pumper behind this stock. Most successful pump, 0 retail investor bought in

No one bought this stock haha including me

Second round haha

https://www.youtube.com/watch?v=B2naW5cWWfU&t=166s
On CNBC

E&O Express lol

Good, pang72 finally back to his old trader mentality

Will keep going up until July. Price target RM7 by IB?

Good result, bought some

pang72 sold his Jtiasa to pump Teoseng haha so predictable

Hold

UTDPLT is more like the next Top Glove rather than YTLPower

KClow is my plantation sifu, calvintaneng can go hide in his batcave

Everyone say thank you to KClow

No more upside for Sunway. All the profits back in 2021 have been realised in October 2023 like you mentioned two years ago.

"Sunway’s new sales for Q1 2021 doubled YoY to RM1.2bil (vs. RM583.2mil in 1QFY20), making up 73% of its unchanged FY21F sales target of RM1.6bil. With excellent property sales recorded, Sunway will easily achieve it’s sales target of RM1.6bil or more for 2021. But, 75% of the sales are from Singapore development project which under MFRS 15 accounting entry. The profit may delay to 2023 to recognize. So, I’m expecting profit for Sunway will jump in 2023 especially when velocity medical centre also start contributing good profit. With warrant conversion price drops to RM1.35 after October 2023, that’s the time WB holders will see the true value of the warrant."

Healthy balance sheet and decent order book but not enough "rocket fuel" to push it to RM5.00 yet.

Because Uchitec is a slow-growth company, not to say that the fundamental is not strong enough but the near-term drivers are not sufficient to justify a sudden rally in SP.

Uzma's next PT: RM1.27

AI-generated earnings summary:
As a result, we'll zoom in on growth over the last year, instead. Outstandingly, Uzma Berhad's EPS shot from RM0.032 to RM0.095, over the last year. It's a rarity to see 192% year-on-year growth like that. That could be a sign that the business has reached a true inflection point.

Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. While we note Uzma Berhad achieved similar EBIT margins to last year, revenue grew by a solid 26% to RM503m. That's a real positive.

RM1.18 is not cheap but there is more upside to come

Uzma's share price has been depressed for many years due to its unattractive debt profile. This time, Uzma is primed for breakout after the award of term contract by Petronas.

Uzma is currently the best stock to trade for investors seeking turnaround opportunities/restructuring

Uchitec Next Price Target: RM4.50

Uzma Bhd to report quarterly earnings next week
EPS estimate: (High) 3.2 (Low) 2.9

Next price target RM1.48

Perak Transit Bhd to report Q4 2023 quarterly results - 22 Feb 2024

Wait until retail investor fully washed out

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Earnings result slightly below expectations.

Uchi Technologies Berhad
Norges Bank Investment Management
119,350,814 NOK | 11,752,101 USD | 3.17% ownership