Thanks for tagging me! Appreciate the graph and info.
My FA entry price was 1.75, don't think it'll happen now and may need to readjust.

Never entered this thread before, wasn't sure what BWC meant. Thought it was Bitcoin related like Bitcoin Winners Club.

I see, so that explains the name of the coffee shop!

Here's another company I finished the FA on that could potentially take a look at in construction.
What are your thoughts on TCS (0221)?

Here is the latest on the Southern Score news.

4th Jan
https://www.bursamalaysia.com/market_inform...?ann_id=3118598

8th Jan
https://www.bursamalaysia.com/market_inform...?ann_id=3119904


Of course, now we are in GNB territory and rumour has it a takeover is on the horizon. Exposure to GNB is not comfortable, so let's focus on how significant the Southern Score related contract is in terms of the orderbook.

TCS was in the news for other contracts like RM323.0m from Mah Sing M Arisa Project, RM146.3m from Vista Sentul Residences Project and RM68.4m from Sime Darby Elmina Green Three. Orderbook looks fairly padded. In terms of the tenderbook, that one is at RM2.6b.

Blow water is what all of us are here for.

I guess those should be the competitors, too new for me to dig up more info on them. Could find the earlier list of secured contracts in the order book, plus the usual FA info. Usual risk with these newly listed companies, not much to go back on.

With the new announced MCO, looking forward to the market opening tomorrow.

Malaysia will not see a vaccine until Q2 realistically.
I know the Ministers committed Q1 '21 on the vaccine, more likely the later part of Feb - Mar. Deployment time factored in, I'm expecting early Q2 for it to gain traction. And that's for front liners.

Population will need to wait.

Today theme is Agong declare darurat.
Everyone expect MCO, mana tau free darurat together.

Share only.
Responsibility with the reader.

From a 5 minute FA, balance sheet is very strong with zero debt.
Earnings are high quality, cash flow good.

One concern is prospects, growth looks to be an area of concern.
Price wise, looks fully priced.

Characteristic of the sector. Tech always had high PE.
But they also come with high profit margins.

Ah Lian. Later people misunderstand.

Today Master bounced off support line again so good to pick up around 1.80. Tomorrow expect it to go up so selling at 1.90. Can buy ice cream celebrate MCO.

Sell at 1.95 then? Buy coconut with my ice cream?

Looking at some REITS now as a lot of fear here. KLCC on sale today.

Day to day, happy with small profits.
The big ticket buffet doesn't happen too often.

Yes, it's because of the impacted earnings that some of them are going with lower prices.
It is going to be a more medium-long term play. Question marks on their propects in a recovery though. KLCC has the spectre of lower office demand and TRX hanging over it. Even if Petronas has renewed the lease covering 70% of the space.

Like Luke Skywalker resisting the attraction of the dark side.

I like consistent ice cream over great profits.
Today my ice cream already matched!

Yes, like what we said earlier. 1.90.
If I buy back now, I earn 1 sen.

In around 1.80, out 24 hours later at 1.90.
Think Master has an Ex date coming on a special dividend soon. Probably dip again after.

My bad. Should've referenced it better!

FA wise, looks kinda expensive at the current price unless there is a positive event on the horizon.
Looks to be riding the wave of the previous quarterly reports.

Ah, that explains the valuation.

Missed the boat for tech; Inari and Mi.
Gotta wait at the next stop if there is one.

FOMO only, was never seriously in. Watching it go upwards.