Bursa Stock Talk
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A potential delay in full completion of WCE from 2025 to end 2025/ early 2026
Even fixed deposit can be stolen. Maybe it is safer to put in stocks 😂
QL is going into AI
Previously it was reported that Iskandar Malaysia and Pengerang are likely sites for Johor-Singapore Special Economic Zone
Potential beneficiaries KSENG, CRESNDO, DIALOG?
Shin Yang is acquiring the Ling family’s Toyota and Lexus dealerships in a RM145 million deal.

About a third of the purchase consideration will be settled via treasury shares.

The price of the treasury shares will be fixed at the higher of either a 5% premium to the 5-day VWAP of SYGROUP or the 5-day VWAP prior to the transfer of the treasury shares.

This arrangement of share consideration is investor-friendly, and it is hoped that more listed companies will follow suit.
Bursa Stock Talk
https://www.zaobao.com.sg/finance/singapore/story20240715-4265146?fbclid=IwZXh0bgNhZW0CMTEAAR1aMehsBGDXo2owZIiwRU1VYqtXlZkzIiqRjgfcyRLTTe0_-y0wTemI3bo_aem_JUaAPqgcdBUJ3YJEKYJ0wQ
The JB-Singapore RTS may impact Singapore’s retail industry, which is expected to lose between S$1.5 billion and S$2.1 billion per year, particularly affecting the food and beverage (F&B) and services segments.

Once the RTS becomes operational, the number of visitors from Singapore to JB is projected to increase by 40,000 per day.
#SDS
#JB-SG RTS
#Growth stock
#Net cash
#High ROE

🥖 Strong cashflow

🥖 Net cash position has been improving despite ongoing investments in PPE to expand capacity and dividend payments

🥖 A less-discussed beneficiary of the JB-SG RTS

🥖 High ROE. 25.65% in FY24

🥖 Trade payables > trade receivables

🥖 Half yearly dividend ➡️ quarterly dividend
After Covid, revenue growth + margin expansion
1H segmental results (Asia) of Royal FrieslandCampina N.V., the holding company of DLADY
Since the announcement of JB-Singapore SEZ, land prices in Johor have surged by 30% to 50% on average (The Edge Singapore)