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Fame: 76
Joined Mar 2024

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also need to watch for order value or shipment volume from Helios
2 weeks · translate
adding manufacturing + proprietary products + polymer materials + capacity expansion, make earnings less dependent on its traditional activities is really interesting
2 weeks · translate
Tmr 70 sen alrdy buy buy buy
2 weeks · translate
Q2 result alrdy looking so bullish to me
2 weeks · translate
DXN is planning up to RM500m of FY27 capex for manufacturing capacity, plantations and market expansion
2 weeks · translate
WESTRVR really got strong momentum now, confirm can fly higher once the market sentiment stabilizes
2 weeks · translate
now like sleeping giant waiting for volume breakout to charge, just hold steady
1 month · translate
At ~RM1.14, WTK looks partly but not fully priced in: with ~4.8× TTM P/E, ~0.7× book value, 1H26 net profit growth of +248% YoY, and a larger ~31,810-ha plantation base, I estimate the market has priced in around 60–70% of the turnaround. The remaining upside of roughly 20–35% depends on sustained FFB growth, firm CPO prices and the continued removal of the loss-making timber drag
1 month · translate
super stagnant right now and really just waiting for some major contract win to wake up the price
1 month · translate
If the momentum keeps steady like this confirm huat already
1 month · translate
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