the closer it is to 0.127, the safer it is, Kenny. Old habits die hard as the saying goes. I don't think it will go to the bottom of 0.065 for now. Probably hovers around 0.127 until the next round of story telling - utilizations of the funds; delayed by 48 to 60 months if I am not mistaken.

the good news is - Wasco is competing at the global stage and there is no similar public listed company in Malaysia :) And it is undergoing transformation for the better with the leadership from Wasco.

Luster Chuah's tickets at 0.127, Captain. Round 1 pp finished and the funds have yet to spent. Same goes with partial of the IPO proceeds?

thank you, jk :)

You are welcome, Lee. wow, portfolio of O&G. I am not familiar with dialog's fundamentals but it seems to be testing triple bottom. May want to keep an eye on this support. Not nice if this support turns to resistance. There could be some underlying fundamentals shift?

remember to follow your own investment plan and just monitor for risks that could disrupt the earnings / quarterly performance will do, jk. Have a great 2025!

manage it well, jk :) euphoric moments will come in second half of 2025; expecting upward eps revision, tp targets to be raised by IBs by then. lets not forget the earnings growth - RWS2.0, RWNYC full casino license prospect, first drop of LNG expected in 2026 and the wild card of TauRx.

it shot up to as high as 1.60 back in end of May pricing ahead FY24 performance, Lee. Will have to wait for Q1FY25 results to determine the direction for FY25; eps upward or downward revision. Additionally, give it a few months after Trump's inauguration to observe his administration's policies and its impact to oil and gas industry.

mostly RPT investment instead of new business venture over the last few years, JQ. Hextar Fertilizers and Hextar Mitai. The recent disposal is also RPT. Didn't notice any capex ppe investment on existing business to scale it up either. Doubt will see any growth near term. Luckin Coffee is new business venture though. It will be interesting to observe the source of funding for Luckin Coffee and its margins to decide whether it will be a growth asset for Hexind in the future. Could be challenging for now given the competition in coffee shops and Luckin Coffee's historical business model. Hence, safer to have margins of safety for now without the results from Luckin Coffee venture. just my opinions, could be wrong. hope it helps.

Bought it at lower thirties previously and sold out when it spikes above 0.43 back in Jun'24. Not much has changed since then from the balance sheet perspective. The only change is the RPT and Luckin Coffee. I would say no margins of safety at this price. Will have to wait how will Hexind fund the Luckin Coffee business; capex intensive, high revenue low margins business?