Wei Yang Hau

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Fame: 46
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Joined Dec 2024

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Wei Yang Hau commented on MSB.
Malaysia's car parc keeps growing (now over 33 million vehicles), and these cars need aftermarket parts and lubricants throughout their lifecycle.
2 days · translate
Wei Yang Hau commented on MBRIGHT.
Malaysia's EV adoption is slower than initially projected, but charging infrastructure is the kind of bet where you want to be early
2 days · translate
Wei Yang Hau commented on MAGMA.
Most people focus on Magma's hotel business and miss the property development angle. They have land banks in strategic locations and recently mentioned exploring strategic land acquisitions in high-potential development areas including Penang, Johor Bahru, Kota Kinabalu and Kuala Lumpur.
2 days · translate
Wei Yang Hau commented on LAGENDA.
Malaysia has roughly 6+ million households earning under RM5,000/month who can't afford regular Klang Valley housing. Lagenda is literally THE player serving this market with their RM200k-RM350k price point houses in secondary towns like Sitiawan, Teluk Intan, Sungai Petani, and now Negeri Sembilan.
2 days · translate
Wei Yang Hau commented on MSB.
Automotive parts business is quite practical, just need see whether earnings can stay consistent.
6 days · translate
Wei Yang Hau replied to comment on MBRIGHT.
nothing from to penetrate all groups of consumer from the company standpoint, plus renewable energy is still not a matured market yet
6 days · translate
Wei Yang Hau commented on MAGMA.
MAGMA got many corporate moves lately, so definitely not a sleeping counter.
6 days · translate
Wei Yang Hau commented on LAGENDA.
For them, most important now is sales momentum and margin. If both stay okay, sentiment should be fine.
6 days · translate
Wei Yang Hau replied to comment on GEOHAN.
got a few mutual funds inside as well, eastspring and some of its peers
1 week · translate
Wei Yang Hau commented on DPS.
suddenly got data centre angle with Alibaba-linked party, so old image really changing already. Still early stage, but at least got fresh reason for people to look again.
1 week · translate
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