$SDRED(2224.MY)$ wow.
new high with Volume

$SDRED(2224.MY)$ new high in one year

$DXN(5318.MY)$ How far can it go??

$KGB(0151.MY)$
KGB本身的业务包含了超高纯度（”UHP“）的气体和化学品输送系统，General Contracting & Process Engineering。
2018年公司通过Private Placement 集资，兴建第一间液化二氧化碳工厂🏭，打造持续性被动收入。Plant 1在2019年完成，所以大家可以看到2019年的CAPEX是历史新高RM33.5 mil。
随着管理层的努力经营，工业气体业务在FY2022可以贡献超过RM15 mil的PAT，预计2023年介于RM25 - 30 mil之间，Gross Margin高达30%。虽然营业额只占公司的7%，但是贡献接近四分之一的利润。
由于液化二氧化碳需求强劲，公司在2022年开始兴建Plant 2。P2 产能高达70,000 MT，比Plant 2的50,000MT多了40%，总产能高达120,000 MT。因此2023年的CAPEX再次突破历史新高RM69.17 mil新高，Plant 2也在2024年3月开始营运。
FY2023的Pla...

$KAWAN(7216.MY)$
#KAWAN全年营业历史新高
#现金也GaoGao
China's consumer stocks have mostly entered a bottleneck period in the past few years due to lack of demographic dividend stimulus. However, in 2023, the turnover of some food consumer companies improved greatly through acquisitions and exports.
Among them, F&N, OFI, HUPSENG, ABLEGLOB, APOLLO, and KAWAN have record sales figures. With the exception of KAWAN, the stock prices of several other companies have broken through 52-week highs. The gradual decline in the price of raw materials is also the main reason for these companies' margin and profit growth.
KAWAN is a frozen food company that everyone is familiar with. In 23Q3, there was a one-time loss close to RM4 mile, including foreign exchange losses and inventory cancellation. Assuming deductions, Q4's profit YOY can grow by more than 30%.
KAWAN's total PAT over the past 3 years is RM100.9 mil, and the average annual PAT is RM33.6 mil. Due to abundant production capacity, the company's CAPEX was not high, and the company's cash reached a new high year after dividends were paid. Therefore, the company will continue to shareBuyBack in 2024 with RM22.9 mil Share BuyBack, which is equal to 76% PAT in 2023.
In the outlook, the company said 2...

$FortressMinerals(OAJ.SG)$ good quarter results

$FRONTKN(0128.MY)$
#油气科技双引擎
#手握现金坐等良机收购
There are no companies directly benefiting from AI in Malaysia, but there are a few that benefit indirectly. One of them is FRONTKN because its main customers are Taiwan's Huguo Kamiyama TSMC. One of TSMC's customers is AI, NVIDIA, so FRONTKN's service for TSMC also serves NVIDIA indirectly. This statement is a bit ridiculous, but the stock price is the best proof. FRONTKN rose 26% this year (although FY23's profit fell 9.2%), and TSMC, a major customer, rose 41.5%.
In addition to the recovery of the technology business in 2024, the oil and gas business also accounts for 20% of the business. Therefore, our main customer, PETRONAS, continues to increase CAPEX this year, and FRONTKN will have another busy year.
Technology + Energy Oil & Gas = Growing 2024
In 2021 and 2022, FRONTKN bought land and built a new plant in Kaohsiung, Taiwan to meet the needs of major customers. Although 2023 is a downward cycle, previous expansions can finally contribute to 2024.
As CAPEX in 2022 came to an end, CAPEX in 2023 only spent RM15.1 mil and paid RM40.845 mil in dividends, which did not cost much money. As a result, after surviving in 2023, Net Cash will break through R...

Good morning mooers! Here are things you need to know about today's market:
●Markets Rebound with Q1 Earnings Underway
●FBM KLCI Rises to Highest in Almost Two Years
●Local Institutions Expected to Absorb Net Selling by Foreign Portfolio Funds on Bursa Malaysia
●Stocks to watch: Capital A, DXN
-moomoo News MY
Wall Street Summary
Indexes held onto gains on Tuesday as Q1 earnings reports began to roll in. The $S&P 500 Index(.SPX.US)$ traded up...

$DXN(5318.MY)$ Good quarterly results, and a very strong dividend!