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Lemonpie
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Oasis Home is expanding into the NCT Smart Industrial Park by setting up a 14,364-square-foot in-house fulfillment centre
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3 days · translate ·
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Edward Lee
NCT moving into industrial growth is a solid play that will definitely drive long-term rental yields and boost their property value.
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Hunthunt
Oasis Home setting up its fulfilment centre at NSIP shows the park is attracting actual businesses
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Hunthunt
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NCT Alliance launches RM2.5b second phase of NCT Smart Industrial Park in Sepang
https://www.klsescreener.com/v2/news/view/1788315/nct-alliance-launches-rm2-5b-second-phase-of-nct-smart-industrial-park-in-sepang
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1 month · translate ·
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Nebula
indeed, still gt a long way to go, need wait until 2029 to see phase 3
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Fabian
Sometimes three years can pass by in the blink of an eye haha
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Lemonpie
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wow dato accumulate so much shares on 23 Sept
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2 weeks · translate ·
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Hunthunt
yeah, need to meet standards on infrastructure, management and sustainability first, so the quality has to be there.
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Jason Ong
Then this might help to sell their future projects at a better premium
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Luke Low
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Nice buy volume, looks like market is anticipating for good coming quarters, definitely worth keeping an eye on for some good potential growth ahead
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1 month · translate ·
Previous replies (12)
Edmond Khor
Not much float in the market now it seems, buckle up
Like · 3 weeks · translate
Cyrus
With such tight supply and strong potential ahead, this one is definitely getting ready to fly so just hang on tight for the ride.
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Simon Reyes
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OPR stayed at 2.75% and construction activity is still expanding. That's a decent backdrop for property counters
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1 month · translate ·
Lee Marco
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马来西亚首座
管理式智慧工业园

✨ 第一期正式交付

从蓝图到落地，
从建设到交付，
我们很荣幸参与并见证
NCT 高裕轩管理式智慧工业园
迈向全新里程碑。

见证智慧工业新篇章，
共创产业发展新未来。

#NCT
#NSIP
#高裕轩管理式智慧工业园
#管理式智慧工业园

#智慧工业
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1 month · translate ·
Fabian
NCT is trying to pivot into industrial parks to capture high-margin recurring income, but keep an eye on their gearing ratio and execution capability because property development is still capital intensive and cyclical long-term.
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Lemonpie
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NSIP should benefit from the spillover effect from the recent Sri Morib Golf Club and Morib Resort Township redevelopment, together with more developments coming up across southern Selangor. As the whole corridor continues to grow, NSIP's strategic value should become more apparent over time.
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1 month · translate ·
Lee Marco
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Qr nice……………
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1 month · translate ·
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Edward Lee
That MOU with the China folks is still on the table so we just wait and see if they can finally lock in the data center deal to pump up the stock price.
Like · 1 month · translate
Sam Tao
That China deal is just talk for now but if they actually secure the data center contract then the price confirm will fly high.
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Lemonpie
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any update on the nct innosphere development?
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3 months · translate ·
Previous replies (38)
Fiona Auery
Steady lah, looks like good momentum to push back towards 0.585 before the QR drop confirm can make money one.
Like · 1 month · translate
Jason Wan
NCT looks solid for a swing to test that 0.585 level and if the momentum holds the upcoming earnings should be the real kicker for us to bank in.
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Wei Yang Hau
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NCT’s financials look quite decent with steady project execution, and their pivot towards industrial parks is a smart move that improves long-term valuation prospects. The stock is a solid play for patient investors banking on the KLIA logistics corridor demand to drive consistent earnings growth.
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2 months · translate ·
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