Posted by AlphaCapX > 2024-01-15 16:19 | Report Abuse

It's beating my target prices faster than I can comprehend!! At this rate, 40sens before CNY is a no brainer.

Posted by hhhiii123 > 2024-01-15 17:26 | Report Abuse

Another bull run ipoh, hehe

Posted by minher > 2024-01-15 17:43 | Report Abuse

一家 IPO 后，股价在慢慢涨的公司 🤔？

以马股的 IPO 来说，通常他们在 IPO 第一天拉升之外，总是需要一段时间 “恢复元气” 才持续维持上涨的姿态，当然！这里的大前提是上涨的趋势可以维持，去年也有数家公司跌破 IPO 价后，就没有回头了 😥。

然而，跟数据中心还是 “电 ⚡” 有直接关系的公司，比如 CHB（0291），这些公司的股价就很强，不过，老实说 CHB 的股价也飞了很多，所以不是我们今天的主角。

正式介绍，我们今天文章的主角是在 2023 年 12 月上市的 ✅Jati Tinggi Group Berhad（JTGROUP）。作为参考，JTGROUP 的 IPO 价格是 RM0.270，而在上市当天就一度触及 RM0.340 🤔，随后自然也回调了下来。

不过，回调后的 JTGROUP 股价在这几天内也在持续上涨，直到今天，就在 RM0.320 收盘了。

那到底这家公司背后有些什么故事呢 ❓

来，我们先看看 JTGROUP 的业务。

在供电领域里面，我们会有发电站（比如说太阳能发电站，还是天然气发电站等）、也有中间的传输系统（电缆）、以及将电力降压、再分到我们家里使用电力的整个价值链；而 JTGROUP 的业务，就是围绕在传输 🔁 以及分配电力到用户（比如说我们家里用的电）端中。

换句话说，JTGROUP 的业务包括地下（看不到的供电设施）和天上（比如说电缆，特别粗的那种）的工程业务，基本上从 A-Z 都包完，总之就是做完给客户准备 “开工” 就对了。

除此之外，公司也有包括建设变电站（降低或调高电压，统称 EPCC），以及买卖变电站相关的设备。

为什么 “电” 这个领域那么受到关注呢 👀？

除了数据中心需要电力以外，其实马来西亚本身无论是在东马还是西马，在 2022 到 2024（也就是近年）内都会有 RM20.0 billion 投入到电力生产、传输和分配的领域中。

而 TENAGA（5347）更是有意在未来 5 年内投入 RM90.0 billion 到升级 ⬆️ 电网（Power Grid，就是我们刚才说的价值链）中，以支持马来西亚的 NETR 计划。

那么回到公司本身呢，我们从招股书来看，JTGROUP 的订单大约有 RM233.3 million 左右，不过版主相信 JTGROUP 最大的价值在于他们未来潜在可以获得的合约 🔥，尤其是现在的砂拉越主题，根据投行的报告，JTGROUP 在当地也有签署了 MoU。

而且，大部分投行都给予 JTGROUP 不低的 TP ❓

在接下来，JTGROUP 也会逐渐专注于拿主要承包商的订单，换句话说合约价值会更多，盈利率也有机会更高，但前提是，公司必须要可以应付更为庞大的合约价值 🤔 也就是说这是机会，当然也有风险。

理论上来说，JTGROUP 的故事是很不错的，最近的股价也很像有资金持续流入 ‼️ 大家怎么看这家公司？

照片来源：The Edge Malaysia

免责声明：

版主并非是持牌的股票分析员，所以我们并不会提供你任何的买卖建议，如果有需要的话，可以找持牌的股票分析员或持牌的股票经纪人询问。

版主目前的身份是 iFast Capital Sdn. Bhd. 以及 TA Securities Holdings Berhad 的 Marketing Representative，并且也是独立的财经内容撰写人，并无提供财务咨询的服务。

在编写这篇文章时，或在短期内（3 个月内），版主本身暂无兴趣投资或持有 JTGROUP，除非有新的因素出现，因此，读者们务必要检查该内容的独立性。

最后，以上所分享的内容均为个人通过各种渠道获取的资讯、消息、内容；文章内提及的所有内容只能用于参考、学习、教育以及资讯的用途，而绝非任何专业的金融、投资、或买卖意见。若想要获得买卖的建议，请咨询专业的股票分析师或投资银行，再自行判断其风险以及潜在收益。在此要再次声明，12Invest 绝不对任何所分享的内容或观点的准确性、完整性、正确性、有效期性负责任。所有在阅读文章后的任何决定皆由读者本身负责。切记，任何投资都具有风险，请做好保护自己的措施。

Posted by AlphaAdventurer > 2024-01-16 12:26 | Report Abuse

Now, it will hit PublicInvest's TP (35 cents), then Rakuten's TP (38 cents)

Posted by jazmaster > 2024-01-16 15:29 | Report Abuse

Told y'all, uptrend movement is formed after it hit 0.30 ~

Posted by Lyon91 > 2024-01-16 16:34 | Report Abuse

Steady to fly 🕊️

Posted by hhhiii123 > 2024-01-16 16:35 | Report Abuse

just run no lol, hopeless one

Posted by OKU_2020 > 2024-01-16 19:07 | Report Abuse

TRAP
Pity to innocent anchovies ( bilis )...,,,,many now in HOT SOUP / HOT TOM YAM liao ..
proven a DEAD CAT Bounce

Posted by EquityJourneyman > 2024-01-16 22:13 | Report Abuse

Orang Kurang Upaya still be Orang Kurang Upaya. Pity his OKU's brain ...
Said 20 sen to 25 sen to 20 sen, then 28 sen. Now dead cat bounce
Proven OKU_2020 enjoying hot longkang soup

Posted by TimiraosL > 2024-01-17 12:02 | Report Abuse

JTGROUP will gradually be taking orders from major contractors. Hence, the contract value will be more and the profitability will also have the opportunity to be higher

Posted by OKU_2020 > 2024-01-17 15:18 | Report Abuse

Fasten our seat belt
Tsunami warning is ON
Pity to Anchovies /Bilis trapped liao

Posted by OKU_2020 > 2024-01-17 15:28 | Report Abuse

DEADLY TSUNAMI WARNING
RUNNNNNNNNNNNNN for OUR LIVES...!!
BOOOO CHOWWW CCCCCCCC ..!

Posted by EquityJourneyman > 2024-01-17 20:02 | Report Abuse

Still manage to close at 30 cents. Your Tsunami is ridiculous. Go drink your hot longkang soup, Orang Kurang Upaya_2020

Posted by Lyon91 > 2024-01-17 21:08 | Report Abuse

Better than Mersec already

Posted by PalaniR > 2024-01-17 21:40 | Report Abuse

Just a minor retracement caused by the bad sentiment of market performance. Rest assured, most of the stocks will rebound tomorrow

Posted by EquityJourneyman > 2024-01-17 21:48 | Report Abuse

Orang Kurang Upaya_2020 further transforms into down syndrome?
Next bottom syndrome?

Posted by OKU_2020 > 2024-01-18 06:12 | Report Abuse

further down momentum
next ?....26-27 sen

Posted by OKU_2020 > 2024-01-18 10:27 | Report Abuse

FURTHER SWEATINGG...!
be prepared.....

Posted by OppenHermes > 2024-01-18 10:40 | Report Abuse

relax, Tenaga still moves above RM10, so, it won't slide down one, technically speaking

Posted by ImLearningFromSifu > 2024-01-18 10:50 | Report Abuse

just refilled some....

Posted by OKU_2020 > 2024-01-18 11:30 | Report Abuse

Slippery downtrend to 25 sen...

Posted by ImLearningFromSifu > 2024-01-18 12:04 | Report Abuse

OKU…
Almost every counter down today la…
Not only JTGroup…

If u comment like this… my grandmother also know how to comment lo… hahahha

Posted by Apple2353 > 2024-01-18 12:12 | Report Abuse

name OKU tells you orang ini memang tak ada OTAK..talk like market aunties and uncles

Posted by OKU_2020 > 2024-01-18 12:39 | Report Abuse

JATI looks Like a Rolling stone.....
hmmm....
O K U = ?
O = Otai ....K = Kuat ....U = Umno.... since 2020
Otai = ?
Otai means a Political person / a Political veteran who have lots of experiences in a particular field @ Penny /Warrant Trading ...!

Posted by OKU_2020 > 2024-01-18 14:06 | Report Abuse

Keep calm pliss...
Market forces to pressure to 25 sen ?...let see...
can't rule out this ...it's Micro Economics 101

Posted by EquityJourneyman > 2024-01-18 14:34 | Report Abuse

Orang Kurang Upaya's brain is like a Rolling stone.

OKU_2020 always = Orang Kurang Upaya since 2020 who have lots of experiences in drinking longkang soup

Posted by OKU_2020 > 2024-01-18 17:08 | Report Abuse

hmmm...many versions of O K U....!
not that one - " old fashioned O K U " ...better say Orang Kelainan Upaya
but this one....
pssttt.... O = Otai..... K = Kuat.... U = Umno ....since 2020

Posted by OKU_2020 > 2024-01-18 17:18 | Report Abuse

those in Hot Soup / Hot Tom Yam better face this reality
the reality of Punting especially on Cap Ayam Penny Stocks
Yesss....it's a high return associated with high risk too ( A TRADE OFF actually )
Economics / Trading 101

Posted by EquityJourneyman > 2024-01-18 17:25 | Report Abuse

To 25 sen? It rebounds back to 30 sen at closing.
You are proving you are Orang Kurang Upaya.
#OKU_2020 always = Orang Kurang Upaya since 2020

Posted by ImLearningFromSifu > 2024-01-18 18:00 | Report Abuse

Hahahahaa

Posted by OKU_2020 > 2024-01-18 20:08 | Report Abuse

Hello almost back to square one , Baby...!
can't be a straight line back laaa...to 25 sen
Not out of the wood
Losing steam & Kaput-ing

Posted by AlphaAdventurer > 2024-01-19 10:53 | Report Abuse

Market sentiment slowly recuperating and so does JTGROUP. It is moving up today

Posted by jazmaster > 2024-01-19 16:31 | Report Abuse

Great, it rebounds back to 30 cents. Looks like someone's face will get slapped again

Posted by EquityJourneyman > 2024-01-19 17:28 | Report Abuse

Orang Kurang Upaya still be Orang Kurang Upaya. His brain also Kaput-ing. He continues to enjoy his hot longkang soup after slapping his face

Posted by ampabella > 2024-01-21 20:38 | Report Abuse

OKU, do U think Jtgroup can to to 0.40cts bor, Lim peh mau hoot 9 eeeeeeeee..wat said you

Posted by TimiraosL > 2024-01-22 11:24 | Report Abuse

Market sentiment is back on track, so is Jati Tinggi 🙂

Posted by EquityJourneyman > 2024-01-22 16:21 | Report Abuse

32 cents now. That Orang Kurang Upaya is still slapping his face, ampabella. He will reply you after that, haha

Posted by Dividend4You > 2024-01-22 17:26 | Report Abuse

Back to 40cents soon

Posted by OppenHermes > 2024-01-22 19:27 | Report Abuse

Jati Tinggi will be a prime beneficiary of the National Energy Transition Roadmap even before factor in its expansion into East Malaysia, having inked a Memorandum of Understanding (MoU) with a Sarawakian company involved in civil and structural consultancy works

Posted by Alphabull > 2024-01-23 09:43 | Report Abuse

retrace 2 days, up again is the best

Posted by BuildBackBossku > 2024-01-23 10:21 | Report Abuse

Momentum slowly coming back. Wait it go up to 40 cents 1st, hehe

Posted by jazmaster > 2024-01-23 11:59 | Report Abuse

wait for certain good news to come then for Jati to hit 0.40

Posted by AlphaAdventurer > 2024-01-23 18:03 | Report Abuse

Perhaps Jati Tinggi got some new projects from TNB 😉

Posted by EquityJourneyman > 2024-01-24 12:10 | Report Abuse

I think that Orang Kurang Upaya_2020 was hospitalized after slapping his face very hard 😂

Posted by SwingSOS > 2024-01-24 16:51 | Report Abuse

announcement soon?

Posted by EatSleepTrade77 > 2024-01-24 21:36 | Report Abuse

What announcement?

Posted by Alphabull > 2024-01-26 11:00 | Report Abuse

result soon

Posted by TimiraosL > 2024-01-26 16:00 | Report Abuse

Its Q4 will be out in March, not so soon ...

Posted by OppenHermes > 2024-01-26 18:30 | Report Abuse

total unbilled orders of JTGROUP stand around RM233.25 million, so the company will continue to perform in the next few quarters

Posted by AlphaAdventurer > 2024-01-29 16:22 | Report Abuse

These orderbooks will keep the company busy until end of 2025