Sheldon

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Joined Apr 2026

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MBMR is basically the proxy for Perodua's growth, and with their strong dividend yield and solid cash flow, it’s a classic value play for the long haul. The valuation is still looking attractive despite the sector rotation, so as long as local auto demand stays resilient, this stock is a steady compounder to keep in the portfolio.
19 hours · translate
Spritzer 的 cash flow 很稳,加上它在 bottled water 市场是垄断地位,长期来看这 valuation 算很合理。只要它的 export 市场可以继续 grow,撑在 3 块以上其实很有机会。
19 hours · translate
Dialog’s recurring income model from their tank terminal business provides solid long-term stability, so the market had priced in that news alrdy. While valuation looks a bit premium now, their expansion in Pengerang keeps the fundamentals strong for any patient investor.
19 hours · translate
TIMECOM steady because they got strong recurring revenue from fiber infra and data centers, keeping margins fat for the long haul. Valuation looks decent if you view it as a cash-cow play, but don't expect crazy growth since they mostly dominate the premium urban segment.
19 hours · translate
Steady hands win the race because that solid QR result is definitely setting the foundation for a strong breakout soon. Just keep holding tight, as the momentum is bound to catch up with the fundamentals once the market truly wakes up to its value.
19 hours · translate
Looks like Mclean is gearing up for a solid run and that 0.80 level is definitely within reach very soon. Just stay patient because the momentum is building up nicely for a proper breakout.
19 hours · translate
Everything takes time, but I believe Magma has great potential to surprise everyone once they get their strategy right. Keep holding on because the best turnaround stories are usually the ones that reward the patient investors.
19 hours · translate
Supporting facilities such as the Smart Command Centre, 5G Global Centre, multi-storey parking and sports complex, and centralised labour quarters are still being developed. The rest all done
19 hours · translate
LHI chart look solid with all timeframes pointing up, this healthy pullback is just preparing us for the next leg higher. Steady flow and strong structure at the current level is definitely a good sign for long-term growth.
3 days · translate
Ranhill got steady growth potential with those dividends, so imagine the upside if their earnings keep scaling up. Keep holding long term because the future outlook looks super solid for us shareholders.
3 days · translate
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