Investment is all about the micro investing on Revenue Growth and Profit Growth, either the Gross Profit Growth, NOPAT Growth, Operation Profit Growth, PAT Growth, Net Profit Growth or Free Cash Flow Growth, by which synergically lifts the business profit return on invested capital seemlessly.

Betting on Macroeconomy is a joke as the death tolls of macro-speculators are more than the second world war casualties.

Will it dive from 1.02 to 0.9x again or the worst to RM 0.40, RM 0.90 and RM -0.04 as accurately calculated by Tteffub Nerraw (OwwO)?

If Yes, congratulations, any child should dash to take the biggest position ever with all child's might with no brainier.

If Yes, I'm willing to take 0.975 during the processes of falling with no brainier.

Cloudpt 0.87 + 0.10 = Infotec 0.97.

I have offered more than I should.

Grab it before I change my mind.

Tomorrow is Friday.

Today I Kepala Panas.

今天的 半导体科技 相关行业，继续发布了 Q3 亏钱 业报。

半导体科技 有关行业 的 流动资金 必定会继续出逃，流进 资讯科技行业，越接近 window dressing week，其转票力度越巨大！

很多与 半导体 谈恋爱的 基金经理，今年没 分红，无出国旅行的 基金年度奖励，年底必须留在基金总部，寻对策拼搏明年的业绩表现，难道 基金经理 继续热头脑，越低越加码 业绩无起色、博耽误一年又一年的半导体复苏期望 的 半导体有关低端行业 的股票吗？

Adjusted EPS
(2024 SEP TTM Financial Result)
= MYR 0.0496601318

EV/EBIT by Stock Hunter (Malaysia) App
@ EPS MYR 0.0482
@ 21Nov2024
= 14.37

My ROICARP is a Conservative Way of Valuation to formulate discounted intrinsic value for some MOS as a safety measure.

That means:

The actual intrinsic value is much higher for the much higher growth if based on PEG or even just the relative EV/EBIT by peers comparison.

现在 MYR 1.00 距离

RM 1.42 内在价值
(ROICARP)

@ Adj P/E 28.594366
@ Adjusted EPS MYR 0.049660....

，还有 42 % 的上升空间。

市场能否给大于 Adj P/E 28.594366 的明年愿景，比如 P/E 35, P/E 45 或 P/E > 55 (因为业绩和成长都大大地优于 LGMS)，还须观察基金经理的反应。

The faith of intrinsic recovery depends on breaking the MYR 1.02 great wall.

If failed, no hope, the banker group confirms stronger and richer than all the funds combined, fully under its manipulation grab and control.

All the shareholders' financial freedom of faith relies on breaking the MYR 1.02 Great Wall and then tumbling down the Intrinsic Value (MYR 1.42) Barrier.

Staying at MYR 1.02 won't bring any positive sentiment to uplift the P/E (intrinsic).

MYR 1.02 must be broken without any merciness with the final closing display at MYR 1.03 or even better at MYR 1.67 一路起！

MYR 1.67 is not very far away from Intrinsic Value MYR 1.42 (ROICARP).

Come on !

MYR 1.04 or higher should reside on the right side for a positive temperament on the top market depth .

MYR 1.03 on the right will do more harm than good !

Ngam ngam break MYR 1.02, are you kidding, run !

Today Market is very bad because 90% Q3 results are bad.

Today Infotec is good because Q3 result shows robust growth ahead!

Q3 Data Evidence don't cheat !

Get Ready for tomorrow's Friday shopping day.

The coming years' dividend payout may be lesser because the company needs to reserve cashes to double expanding its Infoline Cyberwatch Center™，namely the spaces of the center hall and the workforces.

Moving to a new bigger office could be in the corporate agenda next year.

Unbreakable MYR 1.02 today.

All attempts failing !

Good also for me as I can continue tomorrow to shop for more tickets with DY above 2% which is sailing on the same Growth Curve either of the Revenue or Net Profit !

大马 small to middle cap PLC, 有几家能做到这点？

1。

Quarter Net Income > 8m

2。

GPA (58.816648%)
> Adj ROIIC (39.692682%)
> Revenue Growth (35.4681%)
> Adj ROIC (28.607591%)
> Adj ROA (21.619225%)
> WACChigh (10.8%, Finbox), WACClow (9.0%%, Finbox)

That is the ideal profitabilities sequence of my choice.

The non-adjusted standard profitability ROIIC, ROIC, ROA are larger than the above mentioned adjusted profitability figures!

1。

RM 1.03 Impedance

Built on:

14/8/2024

21/11/2024

22/11/2024


2。

RM 1.12 Impedance

Built on:

25/7/2024

26/7/2024


3。

EV/EBIT
@ RM 1.00
@ 22Nov2024
(TradingView)
= 350.90m÷29.92m
= 11.73


4。

EV/EBIT
@ RM 1.00
@ 22Nov2024
(Investing)
= 11.4


5。

Adjusted EV/Adjusted EBIT
@ RM 1.00
@ 22Nov2024
(Absolute Total Compound, Financial reports)
= 348,696÷25,162
= 13.86

Adjusted EV
= 1×363,229+278+388-7,192-9,433+1,426
= 348,696

Adjusted EBIT
= (13,028+35)-(14,206+37)+(24,878+38)+1,426
= 25,162