Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
Winstar looks interesting with its new capacity coming onstream. Demand seems to be holding up, and with Chinese aluminium becoming less competitive, more orders could shift back to local players. If the new lines ramp up smoothly, earnings could have more room to grow.
Yinson getting more interesting. With MISC potentially coming into the privatisation deal, it shows there’s serious strategic interest in Yinson’s FPSO assets. Worth watching how this develops.
Carlo Rino looks interesting at current levels. Management has been quietly accumulating shares recently, which is a positive signal of confidence. If earnings can recover in the coming quarters, that could be the next catalyst for the stock.
AVANGAAD looks quite interesting here. The recent stake accumulation by KAB founder is a positive signal and shows strong commitment at current levels. Sentiment-wise it should be supportive, but the bigger catalyst would still be fresh contract wins or clearer earnings growth.
Positive development for Citaglobal. The RM29m portion secured by LAWI may not be very large, but the significance is in its proven Waste-to-Energy technology continuing to win projects in Thailand.
With LAWI already having an established track record in the country, this latest contract further validates its technical capability and strengthens Citaglobal’s position in the environmental solutions space.
More importantly, it gives the group a stronger platform to capture more Waste-to-Energy opportunities across Southeast Asia as demand for greener waste management solutions continues to grow.
