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Focus Dynamics (0116), probably the only alcoholic F&B in Bursa, is a major shareholder of Gocean, which generates no profits for many quarters. Focus has had a gross margin of more than 50% since at least 2019, even during MCO! Gocean's RM20m investment depends very much on Focus.
"Comparative advantage is an economic concept describing the ability of an individual, company, or country to produce a good or service at a lower opportunity cost than its trading partners. It's not about being the absolute best at something, but rather about the relative efficiency in production compared to others. This principle explains how specialization and trade can benefit all parties involved, even if one party is more efficient at producing everything."
Considering Malaysia's recent waves of AI data centers or applications, the low-tech, labor-intensive gloves or rubber products are becoming a sunset industry!
We are the only two 0.5¢-PA buyers in the whole of Malaysia -- e.g., just a few months ago, I bought more than 10,000,000 shares, which propelled PA within the top-30 counters by volume in a single morning, haha:)
Assuming GENM issues a 10¢ dividend for 2025, my "interest rate" will be 6.6%, which is higher than Bank Negara's 3% (depreciated in the future due to bad economy), for a RM1.52 cost. So, no worries la for cash-rich people like me:)
By the way, despite poor current quarter for most companies, Focus's gross margin is still over 50%! It is almost imposible, since at least Jan 2019, for Focus not to be a cash cow at any quarter, haha:) Both Gentings have faltered, but not Focus!
Zombie Cane no reply -- must be jealous I still have so much cash to buy GENM, hahaha:) Poor people who have no holding power should stay away from any stock market:)