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What are the underlying risks behind Southern Cable Group Bhd #SCGB?
Its sudden demand is driven by three (3) factors:
1. Grid enhancement under TNB's RP4
2. Utility-scale solar expansion
3. Tier 4 data centre investments
7. Regarding the share investment of D & O Green Technologies about the significant inventory impairment was led by the challenging market or by humans, Mr. Yeow explained that it was led by the rapid expansion through investing heavy CAPEX since 2021 (refer to the below chart). After the capacity utilisation significantly added, but the vehicle market demand suddenly was slowing down, therefore the profit margin was being squeezed as failed to meet the optimal capacity utilisation.
1. Mr. Goh apologised to the shareholders regarding the wrong investment decision with the Edenor. At first, it's thought a great deal as the business partners were experienced and capable of turning around the oleochemical plants previously.…
Hup Seng Industries is the no.1 cream cracker brand in Malaysia with a market capitalisation of USD 133m. The company is run by the second generation of the Kerk family (owners since 1957). This shift in emphasis, from passive to active capital allocation, led to positive results for Hup Seng Industries.
It is my belief that, on average, our holdings trade at a discount of at least 50% to what any independent buyer would pay for them. We own DKSH Malaysia, the No1 distributor of fast-moving consumer goods and medical supplies in the country. Its Swiss parent, which owns 74% of the shares, has just offered to buy us and other minorities out at RM6.15 a share. Before the offer was announced DKSH(M) was trading a bit below RM5.00.
Bermaz Auto has the franchises for Mazda, Kia and Xpeng - the latter being a Chinese car manufacturer. Following on from Bermaz’s success with Mazda, we were expecting great things when the company secured the Kia franchise a couple of years ago. Unfortunately, PRC manufacturers are dumping vehicles everywhere, including Malaysia. The company has a very good and longstanding association with Mazda but the relationship with Kia is facing some teething problems, with disagreements about pricing etc.
