Comments on CHB

Adam Aiman

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We maintain our BUY rating with a revised TP of RM1.80, as we roll forward our valuation horizon to FY27E unchanged target PER of 18x

4 days · translate ·

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cheng

Thanks, Adam. Good one :) The replenishment outlook remains strong, supported by an RM800m tender book, split roughly 70:30 between data centre and semiconductor projects. The tender book is expected to expand further over the next few quarters, fuelled by increasing semiconductor projects linked to AI applications and medical tenders, providing greater visibility into future order-book replenishment. A near-term catalyst lies with the award of data centre contract.

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cheng

more cleanrooms needed? CHB can build it for Intel :) KUALA LUMPUR (Dec 1): Intel Corporation has announced an additional investment worth RM860 million to make Malaysia its assembly and test operations hub, said Prime Minister Datuk Seri Anwar Ibrahim. https://theedgemalaysia.com/node/784342

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Tiong C.B.

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今天收市应该又会有丢票。注意一下

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cheng

makes sense that Johor will no longer approve new requests.

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cheng

after all, tier 1 and tier 2 dcs are typically from colo providers. hyperscaler (big boys) typically building tier 3 and tier 4 dcs which are more efficient as these tiers have higher uptime and redundancy :)

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Ah Choon Wong

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公司首要任务是改善现金流，扣除了税和付利息，不到一百万，
两年后，现金流好很多了…….

1 year · edited · translate ·

Previous replies (1067)

cheng

blocked at 0.91. can the market force overcome it?

Like · 6 days · translate

Adam Aiman

- First target (near‑term):* *~ RM 0.92 – RM 0.94* — this aligns with recent minor resistance + prior swing high zone.
- *Secondary (stretch) target:* *~ RM 0.98 – RM 1.00* — psychological round‑number + near prior 52‑week high

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Adam Aiman

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Waiting QR release

1 week · translate ·

Fibo莫问

Release already, tmr can up???.... Lol

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ch

be careful, order book only can sustain 1-2 quarter

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Adam Aiman

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Slowly grow up

1 month · translate ·

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cheng

most of the major contracts will be completed in fy25 and fy26 as announced if there is no delay in construction and commissioning, adam. What will be more interesting is whether any new major contracts for fy27.