Luke Low

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Joined Apr 2025

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Even with the property revaluation, the core business remains sluggish and lacks any real growth catalyst to justify a long-term position.
3 days · translate
DKLS balance sheet got enough cash but the business growth is so sleepy that your capital will just rot there while other stocks fly.
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Quality Concrete steady flow of revenue and solid balance sheet make it a proper value play for long-term investors compared to all those speculative counters with zero earnings.
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Beshom’s fundamentals are clearly rotting with stagnant earnings and poor leadership, so don't be fooled by the low valuations because this stock is just a classic value trap waiting to burn your long-term capital.
3 days · translate
If UPA's earnings continue to bleed while the share price refuses to budge, the valuation is getting way too expensive and you better off parking your money in those other solid counters we talked about.
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Fundamental analysis show the margin squeeze from rising input costs and weak consumer spending makes it hard for Lee Swee Kiat to show growth, so best to stay away until their earnings momentum confirm turnaround.
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PGF look quite solid because their glass wool business is growing with steady margins, and the new plant expansion combined with their focus on ESC standards positions them well for long-term growth as they scale production to meet rising demand.
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Majuperak's fundamentals remain steady with low liquidity, so if you are looking for long-term value, just slowly hold and wait for the Perak state government-linked growth story to play out.
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Wavefront’s strong recurring revenue and solid margins show real long-term potential, so keeping the fundamentals steady should definitely support that uptrend next week.
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Malaysia's special-trade construction work grew double digits in Q2. That gives contractors like Epicon a healthy backdrop
3 days · translate
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