#DXN

Record quarterly revenue and net profit

TTM PE ratio declines to 9.9x

Dividend yield 5.8%

ROE 22.9%

Net cash RM493.977m (9.9sen/ share)

Revenue and profit on an uptrend

Trade receivables about 1% of annual revenue

#SDS

Breached RM1. All time high

The peril of margin financing.

The owner lost his ENTIRE stake in the company.

An example back in 2018.

https://theedgemalaysia.com/article/margin-call-forces-prestariang-ceo-lose-entire-stake-0

福布斯亚洲指出，这次名单不分先后，入选公司是从2万家公司选出，评选标准主要根据过去1年至3年的债务、销售与每股净利增长，以及最强劲1年与5年平均股本回报率计算得出的综合评分。

Been to this 24h hypermarket?

Good footfall even though it is a weekday midnight

ST Rosyam will be KIPREIT's anchor tenant at Kip Mall Senawang

Kawan blended spread

#SYGROUP

At an implied PER of 3.32x

Malaysia's plan to finalise the Johor-Singapore Special Economic Zone agreement by September will have to be aborted, as negotiations continue over several sticking points.

The discussions are set to take place until the 11th Singapore-Malaysia Leader's Retreat that is likely to be held in December.

The Straits Times

Analysts say potential projects should include the construction of a third bridge connecting the heavy industrial area of Pasir Gadang in Malaysia to Singapore's Changi Airport, potentially unlocking wider export markets for both countries.

The Straits Times

MSM 2Q24 presentation slides

https://www.insage.com.my/Upload/Docs/MSM/MSM%202Q%20FY2024%20Financial%20Results%20Briefing%20.pdf#view=Full

https://www.youtube.com/watch?v=aNi7sazHfJk&t=2580s

#Catcha

Khairy and Shahril talked about KS Lagi, a JV with Catcha Digital Berhad. From 43:00

KS Lagi will be launched in 4Q24