Luke Low

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Fame: 16
Joined Apr 2025

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Luke Low replied to comment on LAGENDA.
That's a steep discount that doesn't match the fundamentals, affordable housing is the most resilient property segment
1 day · translate
Luke Low replied to comment on INTA.
RHB TP RM0.72, TA TP RM0.78, all 5 analysts Strong Buy. Stock around 37 sen, so meaningful upside if catalysts play out
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Luke Low commented on HAWK.
The mechanical catalyst for HAWK in 2026, plant turnaround activity is forecast to peak at 12 turnarounds, materially higher than 6 in 2025 and projected 6 in 2027. Plant turnarounds = scheduled maintenance windows for refineries, petrochemical plants, gas processing facilities. More turnarounds = more EPCC work for HAWK.
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Luke Low commented on GIIB.
Pivot from rubber compounds and tire retreading into healthcare is ambitious, but they already have some glove manufacturing exposure as a starting point. Plus healthcare in Malaysia is a structural growth sector (aging demographics, medical tourism, insurance penetration).
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Luke Low replied to comment on GEOHAN.
Any SG contract win has outsized P&L impact relative to GEOHAN's market cap. Plus the SGD revenue acts as natural ringgit hedge
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Luke Low commented on CKI.
PE is only around 5.6x, quite cheap for a brand that is everywhere in our houses
6 days · translate
Luke Low commented on CGB.
Expecting more corporate maneuvers soon. Keep on radar
6 days · translate
Luke Low commented on BUSCAP.
They make bus bodies and assembly for MY/SG operators. With operators upgrading to high-efficiency and bigger buses, Bus Cap is in the sweet spot.
6 days · translate
Luke Low commented on ANEKA.
Won RM82.8m NPE job and RM50.5m for a 62-storey tower in KL. If the MD is confident to buy at 12 sen, we also can consider follow on dips.
6 days · translate
Luke Low commented on A1AKK.
VM2026 around the corner, this foodie stock is a potential play. Price around 17 sen is a bargain compared to the 33 sen fair value research.
6 days · translate
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