Karnail Singh's comment on SURIA. All Comments

Karnail Singh
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Looks like going to mati tak mati, hidup tak hidup.
Js Lee
你的废话也真多啊!怎么不好好的学习?
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Ryoga Toran
同时天涯沦落人,相煎何太急,js lee 那你有何见解,觉得suria能咸鱼翻身吗?
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Wong Chon Shuan
For Suria Capital Holdings Berhad, the uptrend is not purely timing-based—it depends on catalysts. Based on latest 2025–2026 data, the stock is fundamentally improving, but price breakout usually comes when a few key triggers align.
📊 Current Situation (2026)
Earnings turned around strongly in FY2025 (profit +37%) �
The Edge Malaysia
Revenue supported by:
Port operations (stable core)
Property (Jesselton Docklands, Quay, waterfront projects) �
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Wong Chon Shuan
Container throughput and trade flows are growing steadily into 2026 �
The Star
👉 This means: fundamental base is already forming for an uptrend
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Wong Chon Shuan
Key Catalysts for Uptrend (VERY IMPORTANT)
1. DP World impact (2026–2027)
Sepanggar port now operated with DP World JV
Efficiency improved (ship turnaround <48 hours) �
lpps.sabah.gov.my
If container volume ramps toward 1M+ TEU ➡️ This is the strongest re-rating trigger
📌 Timing: gradual impact → market may price in 2H 2026 onward
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Wong Chon Shuan
2. Tariff increases (profit booster)
Port tariffs rising in phases:
+15% (2026)
+10% (2027)
+5% (2028) �
i3investor
➡️ Margin expansion will show in earnings
📌 Timing: clearer in 2026–2027 quarterly results
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Wong Chon Shuan
3. Property monetisation (Jesselton projects)
Revenue recognition already started (JDA1) �
The Edge Malaysia
Future launches / sales:
Jesselton Docklands
Waterfront City
➡️ This creates lumpy profit spikes (good for share price breakout)
📌 Timing: when sales + earnings surprise
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Wong Chon Shuan
4. Concession extension (VERY BIG catalyst)
Ongoing negotiation for 30-year port concession extension �
suriagroup.com.my
➡️ If confirmed:
Removes long-term risk
Can trigger major rerating
📌 Timing: any announcement = immediate price jump
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Wong Chon Shuan
So When Will Uptrend Start?
Base case (most realistic):
Accumulation phase: Now – mid 2026
Uptrend starts:
👉 2H 2026 (Q3–Q4) when:
Earnings improve
DP World contribution becomes visible
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Wong Chon Shuan
Strong breakout scenario:
👉 Could happen earlier if any of these occur:
Concession extension announced
Strong quarterly earnings beat
High dividend surprise
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Wong Chon Shuan
I had accumulated substantial volume lately at about Rm1.3, maybe increase further if price drops again.
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Ryoga Toran
Wong do you know what the management fee in the profit stands for? is that profit for managing jesselton quay? if yes, does it means it will be a new long term recurring profit source?
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Wong Chon Shuan
Project: Kimanis 100 MW Gas Peaking Plant
Developer: Suria Capital Holdings (via SCES subsidiary)
Partner: Innoprise (Yayasan Sabah)
Location: Kimanis, Sabah
👉 In July 2025, Suria received an Initial Letter of Notification (ILoN) from Sabah Energy Commission (ECOS)
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Wong Chon Shuan
This is where price will move—not waiting until 2029:
🔥 Phase 1 (2026)
Final approval (LoN)
Gas supply agreement
👉 First breakout trigger
🔥 Phase 2 (2026–2027)
EPCC contract award
Construction start
👉 Strong uptrend phase
🔥 Phase 3 (2028–2029)
Plant completion
Earnings contribution
👉 Fundamental support phase
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