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$INTA(0192.MY$
INTA's valuation has been in single-digit PE for a long time, and its turnover and profit all broke through record highs in 2023. Stock prices had no momentum before because they hadn't obtained contracts for a while, so they couldn't attract investors.
As the saying goes: 3 years without opening, 3 years after opening. INTA obtained a total of 3 construction contracts with a total value of RM743 mils in April. The Order Book reached a record high, and the stock price once broke through the RM0.40 mark.
Assuming continued growth in 2024 and 2025, good returns are expected in the future. INTA is a bit like KSL in industrial stocks. The valuation is very low, and it is in a situation where the valuation is being revalued.
INTA's valuation has been in single-digit PE for a long time, and its turnover and profit all broke through record highs in 2023. Stock prices had no momentum before because they hadn't obtained contracts for a while, so they couldn't attract investors.
As the saying goes: 3 years without opening, 3 years after opening. INTA obtained a total of 3 construction contracts with a total value of RM743 mils in April. The Order Book reached a record high, and the stock price once broke through the RM0.40 mark.
Assuming continued growth in 2024 and 2025, good returns are expected in the future. INTA is a bit like KSL in industrial stocks. The valuation is very low, and it is in a situation where the valuation is being revalued.
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Financial Highlights
• Revenue: Total third-quarter revenue of $3.5 billion, non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63, exceeding expectations of $0.21.
• Revenue distribution: Cloud computing market revenue increased 29% year over year, client market revenue increased 20% year over year, and consumer market revenue increased 17% year over year.
• Operating expenses: Operating expenses increased to $728 million in the quarter, and QoQ increased 4%, but decreased by 4% compared to the same period last year. This indicates that the company may be optimizing costs or improving efficiency in some areas, although overall costs are still increasing.
• Cloud services revenue: The cloud services sector showed strong growth, reaching $1,553 million in revenue, a 45% increase in QoQ, and a 29% increase in YoY. This significant growth may reflect the company's expansion in the cloud services market and the increase in market demand.
• Consumer sector: The consumer sector's situation was different, with revenue QoQ falling 13%, but YoY grew 17% to $730 million. The decline in QoQ may be due to seasonal factors or increased competition in the market. However, the annual growth shows that the long-term trend is still positive, showing steady growth in the consumer business.
Business dynamics and market trends
• Product and market strategy: Western Digital continues to develop more...
• Revenue: Total third-quarter revenue of $3.5 billion, non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63, exceeding expectations of $0.21.
• Revenue distribution: Cloud computing market revenue increased 29% year over year, client market revenue increased 20% year over year, and consumer market revenue increased 17% year over year.
• Operating expenses: Operating expenses increased to $728 million in the quarter, and QoQ increased 4%, but decreased by 4% compared to the same period last year. This indicates that the company may be optimizing costs or improving efficiency in some areas, although overall costs are still increasing.
• Cloud services revenue: The cloud services sector showed strong growth, reaching $1,553 million in revenue, a 45% increase in QoQ, and a 29% increase in YoY. This significant growth may reflect the company's expansion in the cloud services market and the increase in market demand.
• Consumer sector: The consumer sector's situation was different, with revenue QoQ falling 13%, but YoY grew 17% to $730 million. The decline in QoQ may be due to seasonal factors or increased competition in the market. However, the annual growth shows that the long-term trend is still positive, showing steady growth in the consumer business.
Business dynamics and market trends
• Product and market strategy: Western Digital continues to develop more...
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PANTECH's recent net profit increased 21.9% year over year to RM28.74 million, and announced that it will distribute a dividend of 1.5 cents per share. Pantech's trading business performed strongly during the quarter, while losses in investment and management business were also reduced. The increase in quarterly results was mainly due to strong demand in the local oil and gas sector and optimization of the product structure. Together, these factors contributed to profitable growth in the trading business. However, the manufacturing business was affected by falling steel demand and falling ASP.
Looking forward to the future, Pengda Group is optimistic about the prospects in the oil and gas sector. It is expected that stronger oil prices will further boost investment in the maintenance and upgrading of oil and gas facilities. Steel has also been on the rise recently. I believe his steel ASP will increase next quarter. Stronger oil prices will further push gasoline companies to build facilities and benefit Pantch.
Furthermore, Pengda Group is considering listing its subsidiaries Pengda Stainless Steel and Alloy Industry Private Limited and Pengda Steel Industry Private Limited on the Malaysian Stock Exchange through special purpose tools. The company's board of directors pointed out that the listing plan is still in the early stages and requires extensive preparation work, so there are currently no specific listing details to be provided.
Currently, Pantech's PE is only 8.42; DY is also at 5.77%.
$PANTECH(5125.MY$
Looking forward to the future, Pengda Group is optimistic about the prospects in the oil and gas sector. It is expected that stronger oil prices will further boost investment in the maintenance and upgrading of oil and gas facilities. Steel has also been on the rise recently. I believe his steel ASP will increase next quarter. Stronger oil prices will further push gasoline companies to build facilities and benefit Pantch.
Furthermore, Pengda Group is considering listing its subsidiaries Pengda Stainless Steel and Alloy Industry Private Limited and Pengda Steel Industry Private Limited on the Malaysian Stock Exchange through special purpose tools. The company's board of directors pointed out that the listing plan is still in the early stages and requires extensive preparation work, so there are currently no specific listing details to be provided.
Currently, Pantech's PE is only 8.42; DY is also at 5.77%.
$PANTECH(5125.MY$
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From YouTube
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$The Toronto-Dominion Bank(TD.CA$ going to 80 boys 🚀🚀
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In the ever-changing financial market, accurately identifying stocks worth attention and investment is key for investors to achieve their investment goals. Moomoo, as a leading stock trading platform in the industry, offers investors an efficient and convenient way to select stocks within the platform. Recognizing that some users have questions about the reference indicators for stock selection and the specific operations involved, we will...
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