Kia Lim - Bricklaying for the Development of Johor
Source: RHB Research - 22 Feb 2024
MYR1.05 FV based on 10x FY24F P/E. Kia Lim is at the forefront of capitalising on Johor's booming property market, driven by major infrastructure projects such as the Johor Bahru-Singapore Rapid Transit System (RTS) and key economic zones. It is benefiting from Johor's strong demand for bricks, while also transitioning to higher-margin operations amidst industry consolidation, rec...
Source: RHB Research - 22 Feb 2024
MYR1.05 FV based on 10x FY24F P/E. Kia Lim is at the forefront of capitalising on Johor's booming property market, driven by major infrastructure projects such as the Johor Bahru-Singapore Rapid Transit System (RTS) and key economic zones. It is benefiting from Johor's strong demand for bricks, while also transitioning to higher-margin operations amidst industry consolidation, rec...
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if ur investment is over gearing u will feel fear and worry now
Anywhere be cautions recently becoz this is crisis and it is also an opportunity.
For me, im well prepared...this is an opportunity. good luck !
Anywhere be cautions recently becoz this is crisis and it is also an opportunity.
For me, im well prepared...this is an opportunity. good luck !
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Hong Leong Investment Bank Research (HLIB Research) released an outlook report on the real estate sector. The ongoing trade war between China and the US, and political conflicts between Russia and Ukraine, and Israel and Palestine have caused international manufacturers to relocate production bases to other regions to manage risk in the supply chain.
Malaysia has benefited from a mediocre political position, attracting many multinational organizations (MNC) to set up factories. Coupled with the explosive growth of data centers this year, it has also encouraged more commercial land sales to cash out.
“According to the current situation, industry is more attractive than residential development, and developers can enjoy higher profits and shorter construction periods.
“Of the 8 developers we've tracked, 7 have set foot or are preparing to get involved in industrial development.”
This is a positive market promotion. Developers can reduce their dependence on the housing market, wait for the market's supply and demand to return to balance, and then attack.
“Actual data” analysis suggests “increase in holdings”
Hong Leong Investment Bank studies how industrial development has become a key project for many developers through “actual data”.
Assuming that the operator implements a project with a gross development value (GDV) of RM0.1 billion. If it is an industrial development, the net profit can reach 30% or RM30 million, while high-rise residences are only 20% or RM20 million, a gap of 50%.
Industrial development also has a faster return on capital than high-rise housing. For example, if the industrial development project is completed in the second year, it will generate a net profit of RM30 million. If the operator invests the capital in the next new project...
Malaysia has benefited from a mediocre political position, attracting many multinational organizations (MNC) to set up factories. Coupled with the explosive growth of data centers this year, it has also encouraged more commercial land sales to cash out.
“According to the current situation, industry is more attractive than residential development, and developers can enjoy higher profits and shorter construction periods.
“Of the 8 developers we've tracked, 7 have set foot or are preparing to get involved in industrial development.”
This is a positive market promotion. Developers can reduce their dependence on the housing market, wait for the market's supply and demand to return to balance, and then attack.
“Actual data” analysis suggests “increase in holdings”
Hong Leong Investment Bank studies how industrial development has become a key project for many developers through “actual data”.
Assuming that the operator implements a project with a gross development value (GDV) of RM0.1 billion. If it is an industrial development, the net profit can reach 30% or RM30 million, while high-rise residences are only 20% or RM20 million, a gap of 50%.
Industrial development also has a faster return on capital than high-rise housing. For example, if the industrial development project is completed in the second year, it will generate a net profit of RM30 million. If the operator invests the capital in the next new project...
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SINGAPORE (July 28): Positive outlook from analysts and rating agencies, supported by encouraging economic figures, signals that Malaysia is making great strides to reclaim its ‘Asian Tiger’ status, said Finance Minister II Datuk Seri Amir Hamzah Azizan.
The minister, on a working visit to Singapore, said he has also received great feedback regarding Malaysia’s strong economic performance during meetings with investors and analysts, who expressed optimism about the country’s f...
The minister, on a working visit to Singapore, said he has also received great feedback regarding Malaysia’s strong economic performance during meetings with investors and analysts, who expressed optimism about the country’s f...
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$JAKS(4723.MY$
JAKS Resources inks land lease MOU with TDM unit for LSS5 project
JAKS Resources inks land lease MOU with TDM unit for LSS5 project
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AME is a very strong developer. They focus on quality industrial parks. They are the first choice for foreign manufacturers. They are currently beneficiaries of the Iskandar Special Economic Zone and the Penang Industrial Park. They also recently sold a plot of land to a data center. On several occasions in their reports they have mentioned that they are bidding for data center construction projects. If they succeed in getting one... I believe the stock price will soar... The current stock price is undervalued... Investment banks have all given a target price of 2.20...
If you look at the technical diagram... I think the setup is complete... Ready to spread your wings and fly high
Looking forward to the August quarterly report...
If you look at the technical diagram... I think the setup is complete... Ready to spread your wings and fly high
Looking forward to the August quarterly report...
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Malaysia is now facing the effects of extreme weather. For example, floods, droughts are the norm. As a result, the harvest of many crops has been drastically reduced. Palm oil is no exception, plus rising costs... We have seen that the price of palm oil futures has begun to break through RM4000. This price is very good for palm oil companies. They cost around 2,500.. so every one of their quarterly reports makes a lot of money. A few degrees above... The price of palm oil is about 3200-3500... They all made a lot of money... Everyone should pay special attention to the August quarterly report... There's always a big surprise. Little brother, I'm also particularly optimistic about a few palm oil stocks. The current prices are still at the bottom. If you have any comments... Let's have a chat.
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RSAWit
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RSAWit
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(^ω^) 
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