SDS GROUP BERHAD

KLSE (MYR): SDS (0212)

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Last Price

1.16

Today's Change

+0.01 (0.87%)

Day's Change

1.13 - 1.16

Trading Volume

315,500


3 people like this.

418 comment(s). Last comment by shah800710 1 week ago

IANFUJI

277 posts

Posted by IANFUJI > 2020-06-12 15:49 | Report Abuse

TP0. 26

Posted by Bold_Investor > 2020-06-26 11:26 | Report Abuse

My review,

Even with price to book value metric alone this company is undervalued. So if they go bankrupt, as shareholders we will be well compensated.

Add that with the fact that this company has been around since 1984 and grew to this level because of the founder's effort and persistence, I believe it can grow further.

Pay attention to their supply chain and customer base as well. Nearly most of it is located in Malaysia or Singapore. Within their vicinity which is a massive advantage.

If Singapore does run out of bread since they are facing flour shortage at the moment. Singapore will have to loosen restrictions in its borders to import bread, and they definitely won't go too far to import bread from Indonesia so they'll go to their nearest, safest supplier, Malaysia (Covid under control here), or specifically Johor. And SDS is literally headquartered in Johor.

Their only disadvantage at the moment is their franchise business which I personally am not confident about, but due to Covid they will have to focus maximum effort on their bread production to satisfy demand. Keep in mind they also sell burger buns which has been flying off shelves in Malaysia thanks to Ramly burgers shooting up in demand.

Glove stocks have been shooting up for the past few days, but please think in economic terms what happens if there is a flour shortage in Singapore, low PBV, founder-led leadership and 36 years of market experience.

I bought shares in March, up by 30+% right now. And even if by any weird market circumstance they end up performing badly, stocks will crash and i will keep buying more because when they go bankrupt, after paying all creditors, they will have to pay shareholders. The largest shareholder is the founder. He will definitely want to be compensated well for decades of hardwork, he will definitely negotiate to liquidate at higher prices resulting in favourable returns even on the downside.

All of this is just my opinion, if you disagree with any of the points, feel free to correct me as it would be a learning opportunity for me as well.

This was Risshiganesh Villalan,

Thank you.

Posted by EatCoconutCanWin > 2020-06-26 14:21 | Report Abuse

for sure results is negative and is a trap for sure. Fund EPF and Kwap is try to goreng up and lure small ikan bilis to hook up. when a lot of small fish is hooking , they start reduce their stake.

FATA86

350 posts

Posted by FATA86 > 2020-06-26 15:39 | Report Abuse

EPF and kwap in this counter?

Oiichai

50 posts

Posted by Oiichai > 2020-06-26 16:23 | Report Abuse

Wow today look so good. Good qr?

jojo85

458 posts

Posted by jojo85 > 2020-06-26 18:10 | Report Abuse

From my point of view, its a good qr..

Posted by birkincollector > 2020-06-26 18:13 | Report Abuse

good qr...but no sure if its already priced in by today surge......lets see

Posted by Bold_Investor > 2020-06-29 10:16 | Report Abuse

Still undervalued, they IPO'd to pay off debt and accelerate expansion. Both of which they accomplished. They reduced their liabilities by 15 mill (proof for paying off debt). They increased their assets by 8.5 mill (proof for expansion). All this done despite declaring profits. Personally, I would have bought more shares even if they declared a loss, as long as they fullfilled the criterias they promised to accomplish while growing cashflow which they did.

My TP by June 2021: 0.425

suhaimi

92 posts

Posted by suhaimi > 2020-06-30 11:53 | Report Abuse

roti everday eat ...ok

Oiichai

50 posts

Posted by Oiichai > 2020-06-30 18:33 | Report Abuse

Take profit today. Haha. Almost 100% see you in future.

Posted by SpicyMcDeluxe > 2020-07-02 09:30 | Report Abuse

Kekw

Posted by SpicyMcDeluxe > 2020-07-02 15:33 | Report Abuse

breakout ka?

Asyraf96

500 posts

Posted by Asyraf96 > 2020-07-03 10:37 | Report Abuse

Wait n see

Asyraf96

500 posts

Posted by Asyraf96 > 2020-07-06 09:50 | Report Abuse

Tp. 0.27

TH5656

39 posts

Posted by TH5656 > 2020-07-06 09:51 | Report Abuse

0.295

Posted by SpicyMcDeluxe > 2020-07-07 09:34 | Report Abuse

kekw

Posted by Bold_Investor > 2020-07-07 10:09 | Report Abuse

yo yo yo you guys are going crazy, if a stock rises up too quickly, especially during a recession it will crash quickly, I love and believe in this company, but Investor sentiment is too crazy right now. I sold everything. Will come back when it crashes, and it will. Even the directors are selling off their holdings. Goddamn, I knew it will rise up but this is insane.

Posted by Rashidazizi93 > 2020-07-07 10:21 | Report Abuse

news incoming, BUY!!!!

Posted by SpicyMcDeluxe > 2020-07-30 15:32 | Report Abuse

kekw

mondrian

381 posts

Posted by mondrian > 2020-08-03 09:48 | Report Abuse

Monitoring this counter. Something is brewing.

bobbychan

27 posts

Posted by bobbychan > 2020-08-03 19:16 | Report Abuse

What is brewing dude ?

Cloud77

45 posts

Posted by Cloud77 > 2020-08-04 00:05 | Report Abuse

Roti together with curry....Sedapppp.....buy lahhh.....new support line is 295....daily trader lock up at 330..335...buang buang pun still win lahh...got some when it reach 295...hihihihihi

Cloud77

45 posts

Posted by Cloud77 > 2020-08-04 19:24 | Report Abuse

Roti basi laaa....

Jarall

115 posts

Posted by Jarall > 2020-08-11 19:30 | Report Abuse

Smelling fresh bread

Posted by kiasu_trader > 2020-08-14 00:37 | Report Abuse

US Soy bean futures hit all the time! Today SDS limit up !!!!

Posted by Happy_lucky > 2020-08-14 17:35 | Report Abuse

@kiasu_trader. Why us soya bean price increase will effect sds limit up? Why?

Jarall

115 posts

Posted by Jarall > 2020-08-17 17:42 | Report Abuse

this week continues up

rancid31

22 posts

Posted by rancid31 > 2020-08-18 09:38 | Report Abuse

Something happen right now but i know nothing, lol

ZigZag

118 posts

Posted by ZigZag > 2020-08-18 10:45 | Report Abuse

someone collecting area 27 275 28

Jarall

115 posts

Posted by Jarall > 2020-08-19 18:12 | Report Abuse

Keep hold till 50c

iamismail

947 posts

Posted by iamismail > 2020-08-21 15:16 | Report Abuse

Good price to enter.. bottom fisihing.

Posted by Silentreader88 > 2020-08-21 18:15 | Report Abuse

Collected at 0.260, closed 0.265 today. RSI oversold. Hopefully can start new uptrend :)

Posted by taufiktopek88 > 2020-08-22 16:09 | Report Abuse

will buy on monday

ZigZag

118 posts

Posted by ZigZag > 2020-08-24 09:30 | Report Abuse

the price not move but buy rate very high everyday

rancid31

22 posts

Posted by rancid31 > 2020-08-24 10:47 | Report Abuse

buy rate seems fishy, wiil buy some and wait and see what happen, hope to gain something

Posted by Bold_Investor > 2020-09-01 14:03 | Report Abuse

Kinda weird that it hasn't crashed yet

MAM2020

92 posts

Posted by MAM2020 > 2020-09-02 21:25 | Report Abuse

Stoc RSI OS for few days ady..can buy 225/230 without q then will fly again...

Posted by Bold_Investor > 2020-09-24 09:45 | Report Abuse

Warned you it was gonna crash ¯\_(ツ)_/¯

riceman

5 posts

Posted by riceman > 2020-09-24 10:19 | Report Abuse

cool down, just wait and see... easy back to 0.10 soon

CEDgain

309 posts

Posted by CEDgain > 2020-10-02 12:08 | Report Abuse

If today can't close higher, this stock no need to see already.

CEDgain

309 posts

Posted by CEDgain > 2020-10-06 10:07 | Report Abuse

Always down only.. This rubbish stock

garygee77

191 posts

Posted by garygee77 > 2020-10-07 11:11 | Report Abuse

bread business slow down..

angelo

414 posts

Posted by angelo > 2020-10-08 08:32 | Report Abuse

SDS's debt to equity ratio (47%) is considered high. SDS's short term assets (MYR29.3M) do not cover its short term liabilities (MYR33.4M). TP is 0.13 cents.

Posted by SmallFishThinkBig > 2020-10-09 00:03 | Report Abuse

more than 60% share holding by Tan family. Nothing to worry about. Just keep and wait.

AhHuat168

284 posts

Posted by AhHuat168 > 2020-10-13 15:17 | Report Abuse

Buy before too late

jewaputra

140 posts

Posted by jewaputra > 2020-11-12 15:05 | Report Abuse

engine started...

Posted by maxstore769 > 2020-11-12 22:38 | Report Abuse

good potential?

Posted by flyingtomoon2020 > 2020-11-12 22:39 | Report Abuse

Sds gogogo

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