$Overseas Edu (RQ1.SG)$ The Company moved to bigger campus by spending money on the buildings and leasing the land from the Government in 2015 by spending SGD150mil.
The student capacity should be 5,000 and due to Covid19, the intake of students have not been encouraging and only touch half of that capacity in 2023.
The Board cited intense competition from the private international schools due to low intake while they are still able to raise the school fees by 6% to 10% las...
The student capacity should be 5,000 and due to Covid19, the intake of students have not been encouraging and only touch half of that capacity in 2023.
The Board cited intense competition from the private international schools due to low intake while they are still able to raise the school fees by 6% to 10% las...
![Overseas Education](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240821/660abc6a16bd001dcfdd8cb16373d870.jpg?area=104&is_public=true)
$SAPRES (4596.BMS)$ An occupany rate of 94% has been achieved for Permata Sapura, an A-class building within KLCC park but shareholders won’t be able to see the results until 2nd Quarter of 2025. Reason being 3 to 8 months of rent-free period being granted to tenants as part of incentive to boost the occupany rate.
Key catalyst will be the selling of Permata Sapura to KLCC reit to recycle the money.
Key catalyst will be the selling of Permata Sapura to KLCC reit to recycle the money.
$WILLOW (0008.BMS)$
Previously secured plenty of contracts from YTL Power Singapore subsidiaries, will this be a good indicator for Willow to secure contracts from Ranhill after YTL took over?
Previously secured plenty of contracts from YTL Power Singapore subsidiaries, will this be a good indicator for Willow to secure contracts from Ranhill after YTL took over?
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$APM (5015.BMS)$
With Ringgit against greenback bound to strengthen after Federal Reserve lower the interest rate, the cost of import will give the bottomline a boost in the coming quarters. Also, their JV investment with Hyundai is set to provide some positive numbers given the improved car sales in Indonesia.
Personally, i am looking at improved dividend from 18 sen last year to 20 sen this year, translating 11% increase.
With Ringgit against greenback bound to strengthen after Federal Reserve lower the interest rate, the cost of import will give the bottomline a boost in the coming quarters. Also, their JV investment with Hyundai is set to provide some positive numbers given the improved car sales in Indonesia.
Personally, i am looking at improved dividend from 18 sen last year to 20 sen this year, translating 11% increase.
![Tailwinds coming](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240814/6c20da9f3d4c3daacf95852fe3486521.jpg/thumb?area=104&is_public=true)
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$ValueMax (T6I.SG)$ is a traditional pawnshop, gold and jewelry business based in Singapore. Their revenue has been growing since day 1.
The CAGR of revenue in past 10 years is 15%, meaning their revenue doubles every 5 years. Unfortunately, given the small market in Singapore, their valuation always traded at below 1x PB and single digit PE, a typical case of paying 70 sen for a dollar investment thesis.
Recently they listed their subsidiary $WELLCHIP (5325.BMS)$ in Malaysia. Despite doi...
The CAGR of revenue in past 10 years is 15%, meaning their revenue doubles every 5 years. Unfortunately, given the small market in Singapore, their valuation always traded at below 1x PB and single digit PE, a typical case of paying 70 sen for a dollar investment thesis.
Recently they listed their subsidiary $WELLCHIP (5325.BMS)$ in Malaysia. Despite doi...
![Valuemax](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240813/9cf096822389ab32cf048f5f21001b10.jpg/thumb?area=104&is_public=true)
![Valuemax](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240813/5148c89208a3b64e2c8e0119fed41ca1.jpg/thumb?area=104&is_public=true)
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surprise move. but how sustainable is the rise remains to be seen
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Bought 50k $EVERGRN (5101.BMS)$ at RM0.315 around March 2024 and holding til now. after thr Q1 results, revenue started to normalise despite US is still facing inflation pressure. Should the same performance continue for the remaining 3 quarters, RM0.39 still very cheap in valuation. do not forget that their relocation of factory to Indonesian will only be completed by Sep 2024 and the lower cost structure, better domestic demand and lower raw material input cost will further st...
![Continue to hold](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240628/9611713764db4c0af1cf422de1063675.jpg/thumb?area=104&is_public=true)
![Continue to hold](https://sgsnsimg.moomoo.com/sns_client_feed/101656116/20240628/c18d21d496eb4d121994a7b83a152279.jpg/thumb?area=104&is_public=true)
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