Sam Tao

  • Following

    0

  • Followers

    0


Fame: 6
Joined Jul 2026

Comments

Muhibbah engineering's balance sheet is slowly getting cleaner with their aviation and infrastructure projects, but the cyclical nature of construction makes it a volatile long-term hold. Unless you see consistent margin expansion from their Crane division, current valuations look fair so just wait for deeper dips if you want better safety margin.
1 day · translate
Melati Ehsan's financials look quite stretched with weak margins and slowing construction activity, so don't expect any explosive value creation soon. Better to wait for more concrete government job wins before you commit because bottom-fishing a stagnant small-cap is just asking for dead money.
1 day · translate
Zecon’s order book look steady for long-term construction projects, but their balance sheet still quite heavy with high gearing and fluctuating profit margins. Value wise, better wait for consistent earnings turnaround and stronger cash flow before you decide to lock in for the long haul.
1 day · translate
Magma selling 60% of the Wolo project is a smart move to unlock cash flow and strengthen GDB’s balance sheet for future tender wins. If they maintain this momentum, the long-term value looks solid as their focus remains on high-margin construction projects.
1 day · translate
busy playing chess because want to swallow the company cheap cheap hehe
1 day · translate
Getting the Sinopec distribution rights is a solid move to boost their top-line, but I still need to see if those margins can hold up against the big players. Long-term value depends on whether they can scale this volume efficiently without thinning out their cash flow.
1 day · translate
SBH’s focus on the premium shrimp export market provides strong margins and solid earnings growth potential for long-term investors. Given its clean balance sheet and dominant position in the industry, the valuation is quite attractive for those looking to build a steady position.
1 day · translate
Reservoir Link got solid growth potential in the energy sector, but must watch their margins and debt levels closely to see if that volume can actually translate into sustainable long-term value. If their expansion plans bear fruit and they keep the cash flowing, this could be a steady performer despite the current volatile price action.
1 day · translate
FRONTKN chart structure solid as rock and big money still inside, so just chill and wait for that 5.00 break. If price can stay steady above 4.50 then everything is good, no need to worry about the short term noise.
6 days · translate
That stock is currently rotiboy because it keeps sliding down like a cheap slide. Better wait for it to break below six ringgit before you even think about putting your money in again.
6 days · translate
Load more