Eva Huel

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Joined May 2024

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Gamuda subcontracted part of the Penang LRT project to Muhibbah (RM120M). On the surface, it looks like normal execution. @klse_hunter to get more information
5 days · translate
Gamuda’s net gearing has gone up from 53% to 68%, which basically means they’re using future money to support their current growth story. @klse_hunter to get more information
6 days · translate
Profit taking started to emerge around the 10th–11th, and the earlier war-driven rally has largely been priced in @klse_hunter to get more information
1 week · translate
When there’s no new story but the price is still high, risk usually starts to build. @klse_hunter to get more information
1 week · translate
and is instead focusing more on restructuring its balance sheet, including a proposed capital reduction to clean up accumulated losses.
1 week · translate
Bumi hasn’t been aggressively bidding for new projects lately T@klse_hunter to get more information
1 week · translate
SUNMED's P/E ratio exceeds 100
1 week · translate
Right now, the market seems to be waiting for a new catalyst, and ARMADA’s re-rating largely depends on securing new FPSO contracts. For now, the price action looks mainly driven by expectations.
2 weeks · translate
Haven’t seen any new FPSO contracts, project awards, or big orders lately. @klse_hunter to get more information
2 weeks · translate
may be forced to buy
2 weeks · translate
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