Adam Aiman's comment on CHB. All Comments

Adam Aiman
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We maintain our BUY rating with a revised TP of RM1.80, as we roll forward our valuation horizon to FY27E unchanged target PER of 18x
cheng
Can you share the article, Adam?
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cheng
Thanks, Adam. Good one :) The replenishment outlook remains strong, supported by an RM800m tender book, split roughly 70:30 between data centre and semiconductor projects. The tender book is expected to expand further over the next few quarters, fuelled by increasing semiconductor projects linked to AI applications and medical tenders, providing greater visibility into future order-book replenishment. A near-term catalyst lies with the award of data centre contract.
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cheng
more cleanrooms needed? CHB can build it for Intel :) KUALA LUMPUR (Dec 1): Intel Corporation has announced an additional investment worth RM860 million to make Malaysia its assembly and test operations hub, said Prime Minister Datuk Seri Anwar Ibrahim. https://theedgemalaysia.com/node/784342
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Tok Tiong
what stage now? hope stage?
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cheng
not yet hope stage. need high volume sell then start hope stage. the volume nowadays zzzzz. Lol, no pun intended. the big boys not moving, i will continue to sleep and wait. the price of being illiquid. those with huge lots on hands will be freaked out. can't sell.
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