Amal Adam's comment on TECHBND. All Comments

Amal Adam
2 Like · Reply
buy sikit2.. boleh dah ni.
YP L
share buyback terbang
Like · 2 months · translate
cheng
probably not due to share buyback. positive review from IBs - RHB Research expects the discount in Techbond Group Bhd’s valuation to peers regionally will narrow over time. The research house noted Techbond is trading at 11.2 times financial year 2026 price earnings (PE) multiple, which reflected an excessively steep discount of over 30% to its Asean and global peer averages.
“We value the stock at 14.5 times 2026 PE, due to its niche specialty and integrated business model, solid net cash balance sheet, and export traction.“The trading discount should narrow over time as the market acknowledges and appreciates its unique position in the adhesives value chain,” the research house noted in its initiation report on Techbond. https://www.thestar.com.my/business/business-news/2025/11/05/techbond-trading-discount-to-narrow-over-time#goog_rewarded
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cheng
another IB has initiated coverage - Tradeview Research initiate coverage on Techbond Group Berhad (TECHBND) with a BUY recommendation and a target price of RM0.41. TECHBND is a leading manufacturer of industrial adhesives and chemicals, catering primarily to the furniture, packaging, and construction sectors across Southeast Asia.
Despite 3 months temporary cost pressures from the Putra Heights disruption, normalized gas supply should drive margin recovery in 2HFY26. Looking ahead, Tradeview Research expects earnings to accelerate, driven by (i) resilient demand from the furniture and packaging sectors, (ii) synergistic growth and margin uplift from Malaysian Adhesives and Chemicals (MAC)’s niche products, (iii) new external sales opportunities from the Vietnam plant’s output, and (iv) expansion into India and Thailand markets
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Bullish Engulfing
Foreign investor kick in
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LS 12
Hi Cheng do u mind to share do u get another ib report ?
Like · 2 months · translate
cheng
hi LS12, i saw it from bursa marketplace / MyBursa. If you have an account, you can go to Market tab, followed by Market Updates, followed by Bursa Digital Research. You can then key-in the stock name and it will list the relevant report. That's where I saw the report. Hope it helps.
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Amal Adam
buy...buy....
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cheng
waiting for the report next week. lets see whether any uptick in the performance for q1fy26.
Like · 2 months · translate
cheng
performance came in earlier. no surprises, flattish performance with dividend. yet to see significant growth from the new market - In Vietnam, we secured new customers in the new regions that we previously penetrated.
1 Like · 2 months · translate
Ahmad
Gam terlalu kuat. Melekat pada harga ini
Like · 1 month · translate
cheng
macam tarik tali. kedua2 pihak (yang beli dan yang jual) sama kuat. kena tunggu pihak mana yang habis tenaga :)
Like · 1 month · translate
Bullish Engulfing
Ok lah.. at least bagi sikit dividend.. tiada ikan, udang pun boleh juga lah
1 Like · 1 month · translate
cheng
lol, bullish engulfing. udang ok asalkan jangan tinggal tulang ikan saja.
1 Like · 1 month · translate
cheng
yg jual makin lemah? :)
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Bullish Engulfing
Probably spike the price up due exercising dividend
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cheng
lets see whether it has the strength to push above 330 and stay above it :)
1 Like · 1 month · translate
cheng
fuhh. Big boss buying.
1 Like · 1 month · translate
Bullish Engulfing
Why all big bosses keep pressing the price aduhai
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ANG
美元走弱是不是也降低了公司成本
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cheng
some small impact, ang. 57k for every 1% swing in usdmyr
2 Like · 1 month · translate