$GENM (4715.MY)$
Genting Group - Malaysia Leading Corporation
- YouTube
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Philip Capital Research stated that they expect the earnings of Malaysia's cloud to increase by 18%.
PETALING JAYA: The recovery momentum of Malaysia Casino stocks' earnings will be the focus for investors entering 2025, with expectations of a rebound in Chinese tourists and obtaining full casino licenses in the USA and Thailand.
Philip Capital Research has consistently called for an 'overweight' rating on casino stocks, with the key catalyst for reevaluating these stocks being the strong revenue recovery driven by the rebound of foreign tourists.
The research company also expects that the successful commercialization of the dementia drug TauRx being developed by TauRx Pharmaceuticals Ltd will be a potential key factor in the valuation of Genting Bhd's stock between 1.06 and 2.64 Ringgit per share, in which Genting holds a 20% stake.
It also notes that if granted a casino license in New York, the operator of the Resorts World brand integrated casino and resort, Genting Malaysia Bhd, will contribute incremental Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of 250 million to 320 million Ringgit in 2026.
According to Ebitda enterprise...

$SNS (0259.MY)$
Financial News
Cost Reduction Boosts Profits, SNS Net Profit Soars 4 Times in the Third Quarter
December 10, 2024
(Taken from SNS Network Technology Facebook)
(Kuala Lumpur, 10th news) SNS Network Technology (SNS, 0259, Main Board Technology Stock) benefited from lower costs, with a net profit of 10.2 million Ringgit in the third quarter of the 2025 fiscal year (ending in October), compared to 2.02 million Ringgit in the same period last year, a whopping 405.25% year-on-year increase.
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However, the company's third-quarter revenue fell by 5.16% year-on-year to 0.24971 billion Ringgit.
SNS Network Technology netted a total of 20.28 million Ringgit in the first 9 months of the current fiscal year, an increase of 7.16% year-on-year, while revenue decreased by 13.43% year-on-year to 0.767 billion Ringgit.
SNS Network Technology stated that its profit margin strengthened in the third quarter, mainly benefiting from contributions in the commercial channel.
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The company's Managing Director, Wu Yunhan, pointed out in a statement that sales in the Information and Communication Technology (ICT) sector continue to contribute significantly to the company, accounting for 98.8% of sales in the first 9 months.
"As of the end of October, we have secured AI graphic processing unit (GPU) server contracts worth 16.77 million Ringgit, with these contracts expected to expand further as market demand continues to increase."

$MAYBANK (1155.MY)$
逢低买入R m10.10
Welcome to Maybank

$MAYBANK (1155.MY)$
What is an economic moat?
An economic moat acts as a protective barrier, helping companies stay ahead of competitors and maintain profits over time. It can come from a strong brand (such as trusted Banks like Maybank), cost advantages (making products or services cheaper than competitors), customer loyalty, or unique features that are difficult to replicate (such as exclusive technology or patents). Companies with a wide moat are more likely to succeed in the long run, as competitors find it hard to take away their market share. Think of it as a "business moat" that keeps challengers at bay.
How strong is Maybank's economic moat?
1. Brand and customer loyalty: very strong
Maybank is a leading bank in Malaysia with strong brand recognition and trust among customers. Its extensive network of branches and digital banking platform help to maintain customer loyalty, which is a key driver of its competitive advantage.
2. Cost Advantage: Strong
Due to its large asset base and extensive business in Southeast Asia, Maybank benefits from economies of scale. This enables it to maintain competitively priced products and services while achieving strong profitability. However, the cost advantage is somewhat offset by competition from smaller, more agile fintech companies.
3. Switching Costs: Above Average
The financial services industry typically incurs moderate switching costs because of the relationships established, ...

$NOTION (0083.MY)$
Dividend of 1 sen is ex-dividend on 2/1/2025.
Distribution on 15/1/2025.
— - YouTube
Diversified Notion VTec seeks next earnings boost. Author: Liew Jia Teng / The Edge Malaysia June 4, 2024, 5:00 PM. "Our next growth catalyst could be the aluminum extrusion business. If new businesses do materialize, they will have a significant impact on our revenue for the 2025 fiscal year." - Thoo (Photo: Low Yen Yeing/The Edge). This article first appeared in The Edge Malaysia from May 27, 2024, to June 2, 2024. In recent years, precision component manufacturer Notion VTec Bhd (KL: NOTION) has been under investors' radar and its stock price has surged by 225% since the beginning of this year, seemingly on a steady path. Its peers in the hard disk drive (HDD) component manufacturing - JCY International Bhd (KL: JCY) and Dufu Technology Corp Bhd (KL: DUFU) - have also piqued investors' interest, despite only rising by 81% and 25% respectively. It is believed that the strong stock performance of these three stocks is partly due to Western Digital (WD) and Seagate Tech...

$NOTION (0083.MY)$
Successfully purchased at 1.25

$NOTION (0083.MY)$
1.34 additional storage opportunities
1.36 plus again

$NOTION (0083.MY)$
1.35 people abandoned me.

$NOTION (0083.MY)$
Institutional investors bought again, bought at 1.34 on dips.

$NOTION (0083.MY)$
1.37 Long position
Company Bullish: 1) There is a theme (such as the datacenter construction project in Malaysia).
2) The US Dollar is strong, the exchange rate is favorable.
3) Cheap valuation.
Now buying at 1.37.
You can enjoy a dividend of 1 sen, and the company will announce the distribution date.
The business of HDD, EMS, and the Automobile sector will grow, with the boss saying it can increase by 20-25% by 2025.
6) The fundamentals are sound, with net cash of 33 million after deducting debt, and no risk of bankruptcy.
Analyst added that any further protectionist policies introduced by the USA. President-elect Trump may create additional trade shift opportunities for Malaysia under the 'China Plus One' strategy.
The next growth catalyst could be the Aluminum Extrusion Business.
The estimated EPS for the 2025 fiscal year is 10-13 cents, taking a reasonable P/E ratio of 20 times, the stock price is RM2 to RM2.60.
Home | Notion
1.37 Add warehouse Company benefits:
1) There is a theme (data center construction project in Malaysia).
2) The USA dollar is strong, and the 𣾀 rate is good.
3) Cheap valuation...