#SJC
#SJC-WA
More than 16m SJC-WA warrants were transacted between 4:35pm and 4:36pm, contributing to a total of 23.3975m warrants traded today. This accounts for approximately 24.1% of the total outstanding warrants.
Exercise price of warrants: 50 sen
Warrants expiry date: 14 October 2026
The mother share closed at 34.5 sen. Considering the lack of significant leverage, the warrants being out of the money, and the high conversion premium, why are buyers willing to pay 33 sen for the warrants instead of purchasing the mother shares directly? 🤔
#SJC-WA
More than 16m SJC-WA warrants were transacted between 4:35pm and 4:36pm, contributing to a total of 23.3975m warrants traded today. This accounts for approximately 24.1% of the total outstanding warrants.
Exercise price of warrants: 50 sen
Warrants expiry date: 14 October 2026
The mother share closed at 34.5 sen. Considering the lack of significant leverage, the warrants being out of the money, and the high conversion premium, why are buyers willing to pay 33 sen for the warrants instead of purchasing the mother shares directly? 🤔
#DXN
💡 Did you know that DXN and Nestlé Malaysia are currently generating similar profits?
However, Nestlé’s market capitalisation stands at RM21,340m—approximately 8.5x larger than DXN’s market cap of RM2,517m.
While it's not an exact comparison, the disparity is striking.
Adding to this, DXN has a net cash position of RM578m, whereas Nestlé is in a net debt position of RM921m.
Furthermore, DXN offers a compelling dividend yield of 7.3%, compared to Nestlé’s lower dividend yield of 2.6%.
💡 Did you know that DXN and Nestlé Malaysia are currently generating similar profits?
However, Nestlé’s market capitalisation stands at RM21,340m—approximately 8.5x larger than DXN’s market cap of RM2,517m.
While it's not an exact comparison, the disparity is striking.
Adding to this, DXN has a net cash position of RM578m, whereas Nestlé is in a net debt position of RM921m.
Furthermore, DXN offers a compelling dividend yield of 7.3%, compared to Nestlé’s lower dividend yield of 2.6%.
DXN-1.pdf
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DXN – An Underrated Growth Stock?
DXN Holdings Berhad (DXN), founded in 1993, recently reported a pretax profit of RM479m and a PATAMI (Profit After Tax and Minority Interests) of RM311m in its FY24, which ended in February 2024—31 years after its establishment.
For context, during a similar 31-year period following its inception in 1987, QL recorded a pretax profit of RM???m and a PATAMI of RM???m in FY18...
DXN Holdings Berhad (DXN), founded in 1993, recently reported a pretax profit of RM479m and a PATAMI (Profit After Tax and Minority Interests) of RM311m in its FY24, which ended in February 2024—31 years after its establishment.
For context, during a similar 31-year period following its inception in 1987, QL recorded a pretax profit of RM???m and a PATAMI of RM???m in FY18...
10 Feb 2025 06:45PM
The Malaysian government’s rejection of Sarawak’s demand for more control of its liquified natural gas resources has rankled politicians in the East Malaysian state. Negotiations between Petronas and the Sarawak government have broken down, sources tell CNA.
https://www.channelnewsasia.com/asia/malaysia-sarawak-petronas-petros-gas-aggregator-resources-agreement-anwar-abang-johari-4928101
The Malaysian government’s rejection of Sarawak’s demand for more control of its liquified natural gas resources has rankled politicians in the East Malaysian state. Negotiations between Petronas and the Sarawak government have broken down, sources tell CNA.
https://www.channelnewsasia.com/asia/malaysia-sarawak-petronas-petros-gas-aggregator-resources-agreement-anwar-abang-johari-4928101
CNA
‘Puzzling’: Malaysia’s new rules for Sarawak’s oil and gas sector set to trigger fresh political tensions
The Malaysian government’s rejection of Sarawak’s demand for more control of its liquified natural gas resources has rankled politicians in the East Malaysian state. Negotiations between Petronas and the Sarawak government have broken down, sources tell CNA.…
ChatGPT said:
The Myers-Briggs Type Indicator (MBTI) can offer some insights into personality traits that may be beneficial for stock investing, but no single type guarantees success.
However, certain traits align well with the skills needed to excel in investing:
Best MBTI Types for Stock Investing
INTJ ("The Architect") – Strategic, analytical, and future-oriented. INTJs excel in long-term planning and making logical, data-driven decisions.
ISTJ ("The Logistician") – Detail-oriented, disciplined, and methodical. ISTJs stick to their investing strategies and avoid emotional decision-making.
ENTP ("The Debater") – Adaptable, curious, and willing to challenge conventional thinking. ENTPs are good at spotting new trends and opportunities.
INFJ ("The Advocate") – Deep thinkers with strong intuition, INFJs can recognize patterns and long-term market trends others might miss.
ENTJ ("The Commander") – Confident, decisive, and goal-oriented. ENTJs thrive in competitive environments and can make bold moves when necessary.
The Myers-Briggs Type Indicator (MBTI) can offer some insights into personality traits that may be beneficial for stock investing, but no single type guarantees success.
However, certain traits align well with the skills needed to excel in investing:
Best MBTI Types for Stock Investing
INTJ ("The Architect") – Strategic, analytical, and future-oriented. INTJs excel in long-term planning and making logical, data-driven decisions.
ISTJ ("The Logistician") – Detail-oriented, disciplined, and methodical. ISTJs stick to their investing strategies and avoid emotional decision-making.
ENTP ("The Debater") – Adaptable, curious, and willing to challenge conventional thinking. ENTPs are good at spotting new trends and opportunities.
INFJ ("The Advocate") – Deep thinkers with strong intuition, INFJs can recognize patterns and long-term market trends others might miss.
ENTJ ("The Commander") – Confident, decisive, and goal-oriented. ENTJs thrive in competitive environments and can make bold moves when necessary.
#YTL
#YTLPOWR
#MCEMENT
RAM Ratings revises outlook on YTL Corp's AA1 ratings to positive on strong performance turnaround
https://www.ram.com.my/pressrelease/?prviewid=6873
RAM Ratings revises outlook on YTLPI's AA1 ratings to positive on strong performance turnaround.
https://www.ram.com.my/pressrelease/?prviewid=6874
RAM Ratings upgrades Malayan Cement's sukuk to AA1
https://www.ram.com.my/pressrelease/?prviewid=6875
#YTLPOWR
#MCEMENT
RAM Ratings revises outlook on YTL Corp's AA1 ratings to positive on strong performance turnaround
https://www.ram.com.my/pressrelease/?prviewid=6873
RAM Ratings revises outlook on YTLPI's AA1 ratings to positive on strong performance turnaround.
https://www.ram.com.my/pressrelease/?prviewid=6874
RAM Ratings upgrades Malayan Cement's sukuk to AA1
https://www.ram.com.my/pressrelease/?prviewid=6875
Bursa Stock Talk
#YTL #YTLPOWR #MCEMENT RAM Ratings revises outlook on YTL Corp's AA1 ratings to positive on strong performance turnaround https://www.ram.com.my/pressrelease/?prviewid=6873 RAM Ratings revises outlook on YTLPI's AA1 ratings to positive on strong performance…
As at end-June 2024, YTLPI had RM9 bil of unencumbered cash reserves while its net realisable asset value (valued net of liabilities), which is reflective of the equity value of its assets, is estimated at around RM53 bil.
https://www.scmp.com/week-asia/politics/article/3299402/anwars-asean-summit-risks-trumps-ire-malaysia-courts-china-gulf-bloc
Keep on playing with fire? 🤔
Keep on playing with fire? 🤔
South China Morning Post
Anwar’s Asean summit risks Trump’s ire as Malaysia courts China, Gulf bloc
While Anwar Ibrahim insists on neutrality, analysts warn the move to diversify trade ties could anger Trump and strain US-Asean relations.
#MSM
MSM will continue its year-on-year growth and profitability with target to return as a dividend paying stock backed by a dividend policy.
MSM will continue its year-on-year growth and profitability with target to return as a dividend paying stock backed by a dividend policy.
Consumer sentiment is not that bad.
1:41 “So far as we see numbers coming in from the retail side, business is damn good. Numbers are better than last year. People are actually spending money. Wonder where the money is coming from but you see a lot of course on Tik Toks and on the social media, a lot of things happening out there and you see money seriously. Money is there, you go to restaurants or you go for bazaar Ramadan or you even go for your Ramadan buffet which is damn expensive seriously, but it is back.”
https://www.youtube.com/watch?v=e4hF-Y4MoRE&t=37s
1:41 “So far as we see numbers coming in from the retail side, business is damn good. Numbers are better than last year. People are actually spending money. Wonder where the money is coming from but you see a lot of course on Tik Toks and on the social media, a lot of things happening out there and you see money seriously. Money is there, you go to restaurants or you go for bazaar Ramadan or you even go for your Ramadan buffet which is damn expensive seriously, but it is back.”
https://www.youtube.com/watch?v=e4hF-Y4MoRE&t=37s
YouTube
Mydin: The Government Shouldn't Do This... | In The Studio
Mydin's managing director recently suggested that rice millers were hoarding local rice to manipulate supply and payment terms. But what happens when a huge retail chain operator speaks out?
On The Breakfast Grille, Datuk Wira Ameer Ali Mydin also discusses:…
On The Breakfast Grille, Datuk Wira Ameer Ali Mydin also discusses:…