All Comments on PMIBHD Reload
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Ailadini
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PMI is currently sitting at around a 0.5% share of the global filtration market, but management has been pretty clear about their ambition to grow that to around 2%–3% over the next few years
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1 week · translate ·
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Ailadini
That's right. The upside potential is enormous for this counter
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Barry Koh
perfect timing to add some shares before the upside starts to play out
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Ganaraj Chandran
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Malaysia’s water sector is entering a new growth phase. Infrastructure projects are rolling out, and rising demand from new industries like data centers is adding another growth driver
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Yesterday · translate ·
Norman Ang
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Penang is implementing its Water Contingency Plan 2030 (WCP 2030), an infrastructure framework costing RM2.1 billion

『https://www.thestar.com.my/metro/metro-news/2025/12/22/water-deal-designed-to-sustain-supply-support-demand-in-state』
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2 weeks · translate ·
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Barry Koh
Fair enough. I'm waiting for a good price to enter
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Norman Ang
Personally, I think 0.21 to 0.22 cents is a good price range
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Sonnia Fang
1 Like · Reply
Pan Merchant's broad filtration capabilities could put it in a good spot to pick up water treatment subcontracts or supply jobs, especially as more plants get upgraded and projects roll out for pipeline repairs and NRW reduction
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3 weeks · translate ·
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Sonnia Fang
To be clear, this company is in the water filtration business, more on the upstream side. That gives it better positioning and decent growth potential
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Waller See
Huge amount of funding will be allocated to water infrastructure next year. Definitely something to be excited about
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Bob Ken
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The government’s move to cut NRW and boost spending on water infrastructure could end up being pretty good news for a few listed companies, like COSMOS and PMIBHD too

https://www.thestar.com.my/news/nation/2025/12/04/rm25bil-committed-to-improving-nation039s-water-supply-dewan-rakyat-told
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4 weeks · translate ·
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Ganaraj Chandran
Fair points. Appreciate the insights
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Bob Ken
Next year those counters will present a very good 'show' ; )
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Waller See
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It still wobbling at 22 cents there. Waiting for operator to push ...
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1 month · translate ·
Ganaraj Chandran
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The spare parts and maintenance jobs basically guarantee them a steady stream of recurring income
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1 month · translate ·
Ailadini
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Pretty strong Q3 performance! I’m thinking the share price will do a nice V-shape rebound
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1 month · translate ·
Sonnia Fang
As seen on the chart, it is slowly forming the shape
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Daren Ong
Go in first before the stock show rebound
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Sonnia Fang
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Filtration equipment demand is expected to grow, mainly because the edible oil market is expanding
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1 month · translate ·
Norman Ang
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Q3 results were out. PMIBHD’s revenue continued to grow and hit RM30.7 million this quarter. Net profit came in at RM0.26 million, but it would’ve been higher if not for the RM1.8 million one-off listing expenses
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Bob Ken
Growth stocks typically do not pay dividends
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Waller See
The company’s order book still remains strong, at around RM54 million. Most of this should translate into revenue over the next 12 months
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