Potential Stock

KPJ - Hospital Prince In Malaysia Background: KPJ Healthcare Berhad provides private healthcare services. The group has assets in the form of hospitals and retirement centers in Malaysia, Indonesia, Thailand, Bangladesh, and Australia. KPJ's operations include a variety of surgical disciplines, medical specialties, and hospital clinical services & facilities.   Catalyst: 1. Maybank Investment Bank (IB) Research expects   KPJ Healthcare Bhd ’s earnings outlook to remain resilient, underpinned by expected volume recovery in the second half of the year, rising case complexity and cost optimisation efforts. 2.  The research house viewed KPJ’s asset monetisation and lease renewal exercise as a strategic effort to unlock capital and support its 6,000-bed target by 2030. KPJ recently launched a 60-bed hospital in Kuala Selangor as part of its organic expansion. 3. Alongside five other hospitals under gestation ( four are earnings before interest, taxes, depreciation, and ...

 IJM - Big 4 Contruction Company in Malaysia Company background:  IJM Corp Bhd operates in construction, property development, manufacturing, infrastructure concessions, and plantations. When major construction companies such as Gamuda, SunCon, and YTL have seen their stock prices rise, one undervalued construction gem remains yet to take off. I would like to introduce you to IJM Corporation Bhd , a low price-to-earnings (PE) ratio company among Malaysia's top four construction firms. Catalyst: 1. IJM PE only 24.xx if compare to GAMUDA PE around 30.xx. 2. R ecently received the green light to proceed with the RM1.4 billion New Pantai Expressway extension and government housing project in Nusantara, Indonesia , estimated at RM1bil. 3. On the balance-sheet front, IJM’s low net gearing of 0.28 times provides ample space to fund the projects. 4. As for the group’s British ventures, contributions from its newly acquired JRL Group Holdings Ltd could begin as early as FY26. 5. UO...

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 g...

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 U...