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IPO 价格 RM 0.270 🆘 目前今年已经有 10 家新上市公司,只有一家 # KOPI 还在 IPO 价格之上,其余的九家都跌破 IPO 价格。
还能相信 IPO ❓话说今日 IPO 超额认购超过 70倍,现在还有近 15%折扣 ⚠️
Sapura Energy will have to go through additional due diligence, says PM
https://theedgemalaysia.com/node/747815
Gamuda (Add, TP RM6)
Share price was down 7% yesterday. We had a quick check with the company and our update this week still holds – i) Expect a modest 2QFY25F given its local projects are at shallow part of S curve which is a timing issue but we think earnings will double by FY27F (from FY24) and ii) Its orderbook target of RM40-45bn by end of CY25F is intact and there is no change in the DC pipeline in NS with likely the first award by mid CY25F.
The stock is still up close to 50% on a 1-year basis even after the yesterday’s decline and investors are perhaps locking in gains in line with the softer Malaysian market. The selling could be foreign driven where foreign shareholding has fallen to 29.8% as at end Feb vs 30.9% end Dec 24.
Based on the filings to Bursa, EPF continues to build on their stake with 28m shares acquired from late Feb to current bringing their stake to 10.3%. Its Deputy MD, Dato Paul Ha and Generasi Setia has also opted to receive shares for the DRP at prices higher than current levels, an indication of the undervaluation of the stock.
The stock trades at 16x CY25F P/E falling to 13x in CY26F below mean levels of 17x since 2005. No change in our Add rating and TP of RM6.
Repost from Watcher Guru
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Intel names Lip-Bu Tan CEO to orchestrate turnaround at chipmaker
https://www.cnbc.com/2025/03/12/intel-appoints-lip-bu-tan-as-new-ceo-stock-up-11percent.html
CPI 全面低于预期,通胀放缓,科技股领涨美股,特斯拉涨近 8%,两天反弹超 12% 🚀 英伟达收涨 6.4% 📈
#INTL 委任出生于马来西亚的陈立武为下一任CEO,股价盘后大涨近 11% ❗️
#MSFT 微软能源副总裁看好风能和太阳能为数据中心供电潜力并表示微软正在积极投资可再生能源项目 ✅
