Alfred Loo

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Fame: 595
Current Portfolio:
LBS: 1,547,300 @ 0.768

Joined Feb 2022

Comments

Yes you are correct. Anything can happen.

To be frank. LBS is not the only counter down. Quite a number of share counters are down as well despite the companies are making steady earnings. Look at other bigger players like MahSing, they used to be highest @ 1.920, but drop until 1.010....OR SP Setia, they used to be highest @ 1.500, but drop until 0.840. These companies are experiencing downtrend too despite solid & steady earnings.

While other players like WCT has more or less the same market size capitalization as LBS, but it can be valued at 0.690 (i.e. higher than LBS), despite the company has shittier earnings & dividend payout than LBS.

Or look at Tropicana, this company has an even shittier earning performance every single quarters for quite a while already but the share counter is valued at 1.050 (i.e. higher than LBS)

Or look at MRCB, this company annual net earnings doesn't even hit 100 million while LBS consistently brings in annual net earnings above 100 million, but yet for some reason LBS share price is valued the same as MRCB on the 4th floor.

The share market makes no f#$king sense right now. So yes you are correct. Anything can happen.

I understand the frustration. LBS & MGB are rare gems with solid earnings & future growth prospects, but for some unknown reason price keep dropping like flies.

I believe one day will come when the market correct itself and the true fair value will surface, is just that we don't know when. Until that time comes, all we can hope for is a steady flow of good news. As long as there are good news from the company, we know the management team is doing good job and in good hands.
Yesterday · translate
Doubt the result will be bad or great. I think the 3rd QR will be steady with Revenue around RM 300 mil & net profit around 25 mil.

MGB 3rd QR earnings are steady, so it will be more or less the same for LBS.
1 day · translate
I think instead of cursing at LBS, you should be cursing at useless investors with no back bone to continue hold on their shares and give up so easily.
1 day · translate
MGB 3rd QR is out. At a glance it look like good quarter result. On top of that MGB announced they just receive another construction project in Saudi Arabia worth estimate 400 mil plus :)
1 day · translate
Information from 2nd Quarter Report
2 days · translate
The hearing for GMSB’s Striking Out Application has been fixed on 21 November 2025.

3 more days to go till court hearing. Hope for the best to LBS team to strike off the litigation case.
3 days · translate
Sold of business unit without properly planning what to do next...
6 days · translate
As long as the company still has good fundamentals and good earnings, there is nothing to worry.

If KWAP wants to exit, let them.

LBS is good at doing business. 2 acre land can sell for 110 million. Imagine how many more prime land this Company has. If KWAP cannot see the value in this Company then is their loss.
6 days · translate
With so many scandals and corruptions in Sabah. I am actually very relieved the MOU between LBS and State of Sabah to develop hydrogen plant did not go through. Is good choice to stay away from this state.
1 week · translate
LBS subsidiary Sinaran Restu S/B, just entered into an SPA with Asiana Square S/B for the disposal of 2 parcel of empty land in Johor. Land size is about 8,267 Square Meters or approximately 2 acres.

Total cash considerations RM 110 million. LBS is expected to realised an approximate gain of RM 45 million from this deal, in financial year 2025.

We can expect higher dividend payout. :)
1 week · translate
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