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After the recent listing of three main board companies, it is inevitable that the market's funds will be "divided", and one of the companies that has attracted a lot of investor attention is MEGAFB, which was listed at a PE valuation of 29.13 times (IPO price of RM0.670), of course, many investors also consider it expensive.
So, today we will focus on discussing the industry where MEGAFB is located - the security seals industry, the growth prospects of the company itself 📈, and finally talk about the valuation issue.
#Business Introduction
The so-called security seals are mainly used to 🛡️ protect items, and to see if the protected items have been opened without authorization during transportation, just like the cap of a soda bottle. Once opened, the plastic ring will definitely leave marks, 🤔 which is known as the "Tamper Evidence" term in this industry.
Generally speaking, security seals are also divided into 3 security levels, the highest level that requires a force of 10 kilonewtons ("kN") to open 🔝 , usually these security seals are mainly made of steel or alloy, mainly for protecting valuable items such as gold and firearms transportation.
What does 10 kN mean...

Dear Mooers,
Are you ready to take your investment knowledge to the next level? We’re excited to invite you to our upcoming live stream event: “Understanding and Investing in ETFs Listed on Bursa Malaysia”.
Participate in this live stream, you will have a chance to receive 88 moomoo points!
In this comprehensive live stream, we’ll guide you through everything you need to know about Exchange Traded Funds (ETFs) and how you can leverage them...

Stock price (23/08/2024): RM 0.310
P/E: 91.12 times
Dividend Yield: 1.16%
Net Tangible Assets: RM1.270
Under normal circumstances, Real Estate Investment Trusts (REITs) are considered stable investments. So why is this AmanahRaya REITs (ARREIT, 5127) being labeled as "transforming" today?
When looking at the price chart of this REIT, you can basically see that ARREIT is showing a significant downward trend, with the company's NTA showing a considerable difference compared to last week's share price, at a discount of about 75.20%.
However, at the same time, ARREIT's dividend yield is only 1.14%. So why, despite owning so many properties, is the profit and dividend distribution capability decreasing?
#Industry Overview
Based on existing data, ARREIT has a total of 11 properties, covering office spaces, retail outlets, education, hotels, and industrial properties; undoubtedly making ARREIT a diversified bond REIT.
Although it owns many industries, due to the industry being too scattered, it has not gained many advantages in management, and operation is not easy either. Therefore, as everyone can see, ARREIT has been continuously selling industries recently to integrate the company's industry portfolio.
For example, in June 2024, ARREIT sold at RM 42....

Stock price (2024/06/05): RM0.210
P/E: 1,117.02 (affected by previous losses)
Dividend yield: N/A
NTA: RM0.100
Recently, the moderator has noticed that everyone is eyeing transportation stocks. Today, I will introduce a light asset transportation stock, KGW Group Berhad (KGW, 0282), and I believe you will gain some insights after reading it.
From the current market trend, the Red Sea incident has caused the cost of many shipping companies to rise. The reasons include: 1) the need for higher costs to hire maritime professionals, 2) the need for more expensive insurance, and 3) the need to use longer routes, such as transferring to Cape of Good Hope. These factors directly affect the supply chain and transportation costs.
It is understood that the shipping cost per 40ft container has nearly doubled (this is an average value, not a specific route). Although it has not yet returned to the high level during the pandemic, it is still higher than normal.
Let me give you a real example. The transportation cost of a 20ft container (TEU) from Shanghai to North Europe has skyrocketed from USD2,530 in mid-March 2024 to USD7,400. This shows how much the cost has increased.
So, what does KGW's shipping cost have to do with today?
Of course it is related...