Daren Ong's comment on HM. All Comments
Daren Ong
2 Like · Reply
This company has diversified businesses. Which one is the core?
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2 weeks · translate ·
Super Brat
I think their core business is IT and ICT, but most of the company's revenue actually comes from the trading division
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icy rock
After reading the kaw kaw Malaysia deal , I don't think they are even acting like a normal trading company anymore
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Xynegic
yup ~~~ the 44m deal is not just for investment , it has structure profit sharing , exit plan and protected returns.
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icy rock
this saying they are becoming " investing holding style" not pure trading anymore
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Xynegic
the interesting part is they are investing f&b brand manager by the same team behind bungkus kaw kaw and ah cheng laksa .
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icy rock
hmm , that change the angle completely , because bungkus kaw kaw is more like scalable lifestyle brand
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Xynegic
yes , ah cheng laksa is more like a single product identity, also a strong core brand ( I miss their laksa now ) hahaha. therefore they are also more easy to expand outlet
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Xynegic
and kaw kaw sit in between, more like a system brand ,menu , outlet , operation already structured for scaling .
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icy rock
seems a smart move for hm , they are betting on the system
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Xynegic
the deal also shown that they get profit distribution first until capital is recovered.
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icy rock
smart move , capital protection first , growth second.
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Xynegic
reduce risk ...
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Xynegic
then I guess hm itself is not core business driven but more like "opportunity driven" . haha
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icy rock
that meaning calling them IT or trading core is too simple already
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Xynegic
interesting, hm now is hybrid trading background and investing holding mindset.
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icy rock
core strategy matters
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Esther Gan
The company will also benefit from Johor's growing property market and ongoing infrastructure improvements, driven by JS-SEZ
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Mark Yaren
Interesting counter. Undervalued and overlooked?
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Augustine Khoo
This stock is still near the bottom. Maybe good chance to enter
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Ganaraj Chandran
If the management can continue executing its plans well across all three business segments, the company could enjoy better and more consistent growth over the long term
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