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PGF is currently facing a supply glut and weak demand from the Australian housing market which is hurting their short-term margins. Even if insulation is essential the high interest rates are delaying construction projects and dragging down the share price for now.
That Puchong base gives them serious operational leverage and close proximity to key projects in the Klang Valley. Keeping their manufacturing and logistics hub so centralized is definitely a smart move for efficiency and cost control.
Hume Cement really damn sian because their margin keep getting squeezed while MCement steady control the whole market. Should just let them merge already so the sector can finally stop fighting and become more efficient.
CEPCO counter really solid because the demand for concrete piling keep rising while YTL just keep bleeding for no reason. This stock momentum is damn steady unlike those big cap stocks that always make people headache one.
Dat target price RM10.10 sounds damn solid since construction sector really picking up momentum now. Just steady hand hold this one for long term because the market position already quite kuat.
Lagenda got solid track record so this sukuk move definitely help them secure cheaper long term capital for their growth. They really know how to play the game to keep their cash flow healthy while expanding their reach.
Those ESOS and warrant conversions are definitely keeping a lid on the price action for now. Just need to wait for that selling pressure to clear out before the stock can find some real momentum again.
Order book is big but margin still look quite thin so they need to prove they can convert revenue to actual earnings. Once the numbers start showing better bottom line results then only we can see the share price really fly.
