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[Live Introduction]
Solar District Cooling Group Berhad (“SDCG”) is targeting to debut on the Bursa ACE market. The IPO subscription takes place from 8/28/2024 to 9/6/2024!
To provide investors with a better understanding of the company's development and future plans, Moomoo MY Marketing Representative @Tan Kyzen (Max) will be conducting a live session with the senior management of SDCG on 29/8/2024 8:00 MYT.
Managing Director ...
Solar District Cooling Group Berhad (“SDCG”) is targeting to debut on the Bursa ACE market. The IPO subscription takes place from 8/28/2024 to 9/6/2024!
To provide investors with a better understanding of the company's development and future plans, Moomoo MY Marketing Representative @Tan Kyzen (Max) will be conducting a live session with the senior management of SDCG on 29/8/2024 8:00 MYT.
Managing Director ...
Moo Live: Exclusive IPO Q&A session with Solar District Cooling Group
Aug 29 07:00
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$American Airlines (AAL.US)$ investors and speculators are rushing to put options that could protect holders against further price slump for a stock that's already tumbled to the lowest since the global pandemic wreaked havoc across the industry.
Options that give the holders the right to sell American Airlines shares at $8 each are attracting the heaviest trading in puts across 20 expiration dates, data tracked...
Options that give the holders the right to sell American Airlines shares at $8 each are attracting the heaviest trading in puts across 20 expiration dates, data tracked...
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Columns KGB - 5年磨一剑,工业气体Plant 2推动成长及股价!
$KGB (0151.MY)$
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...
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...
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$KOSSAN (7153.MY)$
The development of Malaysia's 🇲🇾 glove 🧤 industry has declined in the past few years due to production reduction strategies and China's and Thailand's entry into the market. Our global exports have dropped from over 60% to below 40%. Although still the world's number one, we need to progress in order to avoid regression and hope to regain more market share in the future.
During the pandemic, KOSSAN had the least cash among the top four glove companies. However, in FY23, it outperformed its peers and became the cash king in the Malaysian stock market. In the past two years, KOSSAN only invested RM211 million in CAPEX and focused on a strategy of defense, waiting for the right opportunity to strike.
TOPGLOV distributed a large amount of dividends and expanded aggressively during the pandemic, resulting in the lowest cash among the four companies after seven consecutive quarters of losses. SUPERMX had excessively high CAPEX and was exposed for purchasing private jets, leading to continuous losses for five consecutive quarters and a continuous decline in cash. In terms of stock performance this year, both companies have experienced a slight decline.
$TOPGLOV (7113.MY)$
Both KOSSAN and HARTA have been profitable for two consecutive quarters, mainly due to cost reduction through employee layoffs and production cuts. The substantial cash has also brought in interest income, allowing the company to withstand the economic downturn. This has resulted in KOSSAN earning RM60 million in interest income and investment assets as Fair Value Gain in 2023. On the other hand, HARTA has achieved...
The development of Malaysia's 🇲🇾 glove 🧤 industry has declined in the past few years due to production reduction strategies and China's and Thailand's entry into the market. Our global exports have dropped from over 60% to below 40%. Although still the world's number one, we need to progress in order to avoid regression and hope to regain more market share in the future.
During the pandemic, KOSSAN had the least cash among the top four glove companies. However, in FY23, it outperformed its peers and became the cash king in the Malaysian stock market. In the past two years, KOSSAN only invested RM211 million in CAPEX and focused on a strategy of defense, waiting for the right opportunity to strike.
TOPGLOV distributed a large amount of dividends and expanded aggressively during the pandemic, resulting in the lowest cash among the four companies after seven consecutive quarters of losses. SUPERMX had excessively high CAPEX and was exposed for purchasing private jets, leading to continuous losses for five consecutive quarters and a continuous decline in cash. In terms of stock performance this year, both companies have experienced a slight decline.
$TOPGLOV (7113.MY)$
Both KOSSAN and HARTA have been profitable for two consecutive quarters, mainly due to cost reduction through employee layoffs and production cuts. The substantial cash has also brought in interest income, allowing the company to withstand the economic downturn. This has resulted in KOSSAN earning RM60 million in interest income and investment assets as Fair Value Gain in 2023. On the other hand, HARTA has achieved...
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$FEYTECH
FEYTECH is currently the only domestic supplier that integrates the production of car seats, seat covers, and interior trim covers. Its profit growth performance in the past three years has been extremely strong.
It will be following in the footsteps of $KEYFIELD (5321.MY)$ .
Another highly anticipated star listing on the main board.
Traditionally, domestic auto brand suppliers such as $MCEHLDG (7004.MY)$ and $BETA (0263.MY)$ are providers of electronic parts, the only other business similar to FEYTECH. $PECCA (5271.MY)$
#automotive #mazda #kia #stellantis
FEYTECH is currently the only domestic supplier that integrates the production of car seats, seat covers, and interior trim covers. Its profit growth performance in the past three years has been extremely strong.
It will be following in the footsteps of $KEYFIELD (5321.MY)$ .
Another highly anticipated star listing on the main board.
Traditionally, domestic auto brand suppliers such as $MCEHLDG (7004.MY)$ and $BETA (0263.MY)$ are providers of electronic parts, the only other business similar to FEYTECH. $PECCA (5271.MY)$
#automotive #mazda #kia #stellantis
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Glad I made the call to go for $Amazon (AMZN.US)$ instead of $Advanced Micro Devices (AMD.US)$ before their earnings. I believe the former has more upside in the longer term, but still perplexed that despite the very good earnings call the stock hasn't risen as much as expected.
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What do you think about EVs market in china? Can tesla easily beat down china market in future?
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Are you ready to ride the wisdom wave with the grandmaster of investing himself? Buckle up now!
📅 Mark May 4, 2024, on your calendar – that's when the Berkshire Hathaway Shareholders Meeting is hitting the airwaves, and you're invited to the front-row seat!
🤑💰 The "Sage of Omaha" is about to spill the beans on what to do with a cash pile. Will Warren Buffett reveal his next big move?
🍏📉 And speaking of big moves, the world is buzzing about Berkshire's...
📅 Mark May 4, 2024, on your calendar – that's when the Berkshire Hathaway Shareholders Meeting is hitting the airwaves, and you're invited to the front-row seat!
🤑💰 The "Sage of Omaha" is about to spill the beans on what to do with a cash pile. Will Warren Buffett reveal his next big move?
🍏📉 And speaking of big moves, the world is buzzing about Berkshire's...
Berkshire Hathaway 2024 Annual Shareholders Meeting
May 4 08:30
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