World Cup years normally are good for beer companies. This year is an exception.

HEIM could be more vulnerable than CARLSBRG, as HEIM's market is mainly Malaysia, where majority does not drink.

Despite that, both are oversold. Operating as duopoly, strong cash generating businesses deserve higher PE, perhaps >15.

TENAGA is my long-term buy & hold stock. Data centres will use more electricity.

Interesting that DUFU's customers, Seagate & WD reached all time high then dropped, while DUFU haven't reached all time high. One reason is RM strengthening agst USD will reduce DUFU's profits.

Will Dufu reach all time high soon? Or do investors need to wait many years later, when HAMR becomes more common? No idea it'll happen soon or later, but DUFU's best is yet to come.

SSD is about 18x more expensive than HDD now. HDD demand will be high, unless China ramps up production of SSDs. Although China companies make SSD, none can make HDD.

DUFU's risk is customer concentration & improvement in global memory shortage crisis. As DUFU has risen 60% since Jan 2026, a lower price entry is preferred for me.

RM1.20 is an attractive price point from value investing perspective. On the other hand, I noticed Padini's clothes recently raised prices but quality isn't as great as before. Not sure other customers continue to buy Padini or not, with many online alternatives.

Meng Sheng Tan, that's fine, some people just want to watch the world burn. We're all here to discuss stocks, sharing knowledge. Petty matters aren't important.

cheng, SKP indeed is beaten down severely. However, Mr Market is forward looking and often correct most of the time. What is SKP's growth story? Vietnam has posed a threat to Msian EMS companies. Global inflation hampered purchasing power of discretionary items, eg Dyson products. From what i see, local fund managers shifted funds from SKP to KGB. Market prefers a visible growth story.

To clarify, just sharing SKP isn't my cup of tea for investing. IMO, at best, SKP is a trading buy with small amounts, unless it drops to insane levels, eg 20sen. The glove crash 5 years ago showed downtrodden stocks can remain sluggish for long periods. Dividends could be reduced too. I do hope SKP holders can see a meaningful turnaround soon, the price crash from RM1 to 30sen is difficult to bear.