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UNIQUE - An unique company that benefit from strong Ringgit

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UNIQUE-WA Backgroup: Unique Fire Holdings Berhad is involved in the assembly, distribution and manufacture of active fire protection systems, equipment and accessories for the built environment.  Short term catalyst: 1. The extension of its geographical reach to Johor (Distribution centre) and Penang (Light Industrial Factory) will enable the Group to cater and provide support to existing customers, as well as securing new customers in the region which are more data centre (Johor) & semiconductor plants (Penang) region. Data centers and server rooms house complex and sensitive equipment that demands specialized fire suppression systems to protect against fire-related risks effectively.  https://www.colocationamerica.com/blog/different-fire-supression-systems-in-data-centers https://uniquefire.com/product-category/fire-suppression-systems/ 2.  Construction’s value of work done  jumped by 20.2% to RM38.9 billion in Q2 2024 (Q1 2024: 14.2%; RM36.8 billion). This growth was driven by
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UNITRAD - Building materials company that related to Data Centres

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Background : Unitrade Industries Bhd ,  is one of the largest Malaysian homegrown wholesalers and distributors of building materials , has over 6,000 SKU in their building materials portfolio consisting of pipes, valves, fittings and accessories for M&E related works. CATALYST: 1.  Malaysian Iron and Steel Industry Federation (Misif)  president Datuk Lim Hong Thye  see positive growth this year for steel consumption, to grow to 8.3 million tonnes this year, mainly driven by construction of data centres  and the expansion of the semiconductor industry. https://theedgemalaysia.com/node/717461 2.  Deputy Investment, Trade and Industry Minister Liew Chin Tong said MITI  is working with the Construction Industry Development Board (CIDB) and the Works Ministry  looking at ways to enforce more use of local steel products for government projects. https://theedgemalaysia.com/node/717473 3.  Managing director Nomis Sim Siang Leng said that Unitrade is well-positioned to capitalise on the p
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RGTECH - The gem that miss out from E-invoice theme

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Backgroud: RGTECH is engaged in providing retail technology solutions including retail hardware, retail software, as well as maintenance and technical support services. Catalyst: 1. Recently, there are few software /  digital solutions  related com panies released their impressive QR such as: PANDA achieved QoQ 1403.1% improvement IFCAMSC achieved QoQ 168.6% & YoY 522.4% improvement AGMO acheived QoQ 109.1% & YoY 325.4% improvement 2. RGTECH has s imilar business with PANDA which provide retail management. RGTECH ’s clients are Parkson Holdings Bhd, Guardian, 99 Speedmart, 7-Eleven Inc and Aeon (M) Sdn Bhd. 3. The founder of the 99 Speedmart retail chain, Lee Thiam Wah, has emerged as the third biggest shareholder in RGTECH with a 15.77% stake. 99 Speedmart targets to open on average 250 new outlets annually with an immediate target for around 3,000 outlets operating nationwide by end of 2025. The more 99 Speedmart expand, the more benefit to RGTECH. Moreover,  99 Speedmart ha
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King of Semiconductor Foundry TSM friend's - FRONTKN

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半导体代工之王 台积电的朋友 - 前研科技（FRONTKN）💓💓 King of Semiconductor Foundry TSM friend's - FRONTKN 💓💓 随着订单下降将在2023年第三季触底，末季订单会估计会逐渐回升，而到了2024年次季，将会迎来强劲复苏。 我们放眼2024年首季的订单展望将变得更加清晰，而次季将出现更加强劲的复苏。 With the decline in orders set to bottom out in the third quarter of 2023, orders are estimated to pick up gradually in the final quarter, and a strong recovery in the second quarter of 2024. Our outlook for orders becomes clearer when we look at the first quarter of 2024, and also a stronger recovery in the second quarter. 在众多半导体公司中，选择了和 台积电有关系的前研科技，以及适合小资本投资的 凭单前研科技WB。 Among the semiconductor companies,   Frontken Corporation Bhd (FRONTKN) , which has a relationship with TSMC, and  it's warrant  FRONTKN- WB, which is suitable for small capital investment, were chosen. Frontkn-WB  😍 Reasons: 1.  雇员公积金局（EPF） 近期一直在购买前研科技的股票 Employee Provident Fund ( EPF) keep collecting recently https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=341346
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BINACOM - WILL STARLINK JV WITH BINACOM ?

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Prime Minister Datuk Seri Anwar Ibrahim had a 25-minute virtual meeting with Elon Musk on Friday (July 14) morning, which included discussions on the tech magnate’s interest in investing in Malaysia. Anwar said that during the meeting they discussed the participation of Musk’s rocket and spacecraft company SpaceX in offering its Starlink satellite service.​ Musk also agreed to collaborate with the government, involving his company, SpaceX, the satellite internet service Starlink, and electric vehicles (EVs). “In fact, three Malaysian companies will also be involved in the project with SpaceX.  https://theedgemalaysia.com/node/674847 ​ WHICH COMPANY WILL  BE INVOLVED IN THE PROJECT WITH SPACEX ??? ​ Based on company's  business nature  listing in BURSA Malaysia,   BINASAT COMMUNICATIONS BERHAD  (0195) has high potential to be selected as company to co-operate with  SpaceX.  ​ 1. Gov agreed to collaborate with  Starlink to provide affordable direct internet access to rural areas, s
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