Kuromi

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Fame: 10
Joined Mar 2026

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Secondary revenue stream for MSB worth tracking, outdoor telecom cabinets and electrical parts. With Malaysia's 5G rollout continuing under DNB and Maxis/Celcom expanding network density, telecom infrastructure equipment demand persists. Not the main business but provides incremental revenue diversification beyond core auto parts. Multi-segment positioning gives some downside protection if auto cycle softens
3 days · translate
As EV charging utilization data comes through and SME lending book grows, the underlying value should crystallize. Watch the next QR for ChargeSini revenue trajectory and SME loan book quality metrics.
3 days · translate
not to mention they got plenty of hotels, the next QR is gonna be quite nice hehe
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This is genuinely steep mispricing. Affordable housing is the most resilient property segment, ROE projected 19% (more than 2x sector average)
3 days · translate
Quality of order book matters as much as size. INTA's recurring client roster includes Eco World, Gamuda Land, Sime Darby Property, Tropicana, top-tier Malaysian developers. Recurring contracts mean lower business development cost, faster mobilization, better margin negotiation power.
3 days · translate
My guess would be similar to last quarter, or slightly better
1 week · translate
EV charging works long-term but Malaysia's EV adoption pace is the variable, EV adoption trend is the key thing to watch now
1 week · translate
The risk-reward profile is asymmetric, but the upside is meaningful if execution continues
1 week · translate
discounted to peers, growing earnings, dividend yield, structural demand backdrop. Not a momentum play, more of a buy-and-hold position for those constructing a property basket.
1 week · translate
Massive order book, DC tender as catalyst, insider buying, premium client roster, strong analyst backing, attractive valuation.
1 week · translate
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