Dear Mooers,
Are you ready to take your investment knowledge to the next level? We’re excited to invite you to our upcoming live stream event: “Understanding and Investing in ETFs Listed on Bursa Malaysia”.
Participate in this live stream, you will have a chance to receive 88 moomoo points!
In this comprehensive live stream, we’ll guide you through everything you need to know about Exchange Traded Funds (ETFs) and how you can leverage them...

Stock price (23/08/2024): RM 0.310
P/E: 91.12 times
Dividend Yield: 1.16%
Net Tangible Assets: RM1.270
Under normal circumstances, Real Estate Investment Trusts (REITs) are considered stable investments. So why is this AmanahRaya REITs (ARREIT, 5127) being labeled as "transforming" today?
When looking at the price chart of this REIT, you can basically see that ARREIT is showing a significant downward trend, with the company's NTA showing a considerable difference compared to last week's share price, at a discount of about 75.20%.
However, at the same time, ARREIT's dividend yield is only 1.14%. So why, despite owning so many properties, is the profit and dividend distribution capability decreasing?
#Industry Overview
Based on existing data, ARREIT has a total of 11 properties, covering office spaces, retail outlets, education, hotels, and industrial properties; undoubtedly making ARREIT a diversified bond REIT.
Although it owns many industries, due to the industry being too scattered, it has not gained many advantages in management, and operation is not easy either. Therefore, as everyone can see, ARREIT has been continuously selling industries recently to integrate the company's industry portfolio.
For example, in June 2024, ARREIT sold at RM 42....

99 Speedmart dominates the mini-mart sector with the highest number of outlets. Founded in 2000 by Lee Thiam Wah, the brand focuses on serving local communities. With 2,542 outlets across Malaysia, it significantly outpaces competitors and plans to open 250 new outlets each year. In 2022, it held a 37.9% market share in the mini-market sector and 75.4% among chain brands. We will analyze the worth-noting information in this IPO during the live sess...

Stock Price (2024/06/05): RM0.210
P/E Ratio: 1,117.02 (previously affected by losses)
Dividend yield: N/A
NTA: RM0.100
Recently, the moderator has noticed that everyone has set their sights on transportation stocks. Today, I will introduce a light-asset transportation stock, KGW Group Berhad (KGW, 0282), and I believe everyone will gain some insights after reading it.
Looking at the current situation, the Red Sea incident has led to a rise in costs for many shipping companies, including: 1) the need to hire more expensive marine transportation personnel, 2) the need for more costly insurance, and 3) the need to use longer routes, such as transferring to Cape of Good Hope. These factors directly impact the supply chain and transportation costs.
It is understood that the transportation cost of a 40ft container has almost doubled (this is an average value, not a specific route), although it has not returned to the high levels during the pandemic, it is still higher than normal periods.
Let's take a real-life example. The transportation cost of a 20ft container (TEU) from Shanghai to North Europe has skyrocketed from USD2,530 in mid-March 2024 to USD7,400, showing the magnitude of the increase.
So, what is the relationship between today's KGW marine transportation costs?
Of course it is related...

Stock price (2024/07/22): RM0.220
P/E: 12.9 times
Dividend yield: N/A
NTA: RM0.200
After the market correction last week, our stock market once again saw 914 declining stocks yesterday, and trading volume also declined. It seems that this correction is a bit too big.
However, we can still notice that the recent IPO performances have been very good, with oversubscription generally above 50 times (of course, it depends on the industry). Therefore, the moderator also wants to share information about BWYS Group Berhad (BWYS, 0313), a company that is not often mentioned, and let everyone have a deeper understanding of them.
As mentioned in the title, BWYS is a steel company, and the company's business can be divided into three main categories: firstly, sheet metal manufacturing related products, secondly, the sale and rental of scaffolding, which are the "frames" we see outside some buildings, and finally, the trading of steel-related products.
In FY2023, sheet metal manufacturing accounted for 73.0% of revenue, scaffolding accounted for 24.9%, and trading accounted for the minority...

Stock Price (2024/06/13): RM0.280
P/E: 8.47 times
Dividend yield: N/A
NTA: RM0.270
It seems like yesterday was a very good day, as three companies released their prospectuses preparing for listing at once?
And among these three IPOs, the moderator has also selected the company that is thought to be the most interesting for discussion; but first, it is important to mention that this is not a recommendation to buy or sell, and by the end, everyone needs to filter it themselves.
Let's first talk about why there is a perception that Ocean Fresh Berhad (OFS, 0312) is so interesting; firstly, OFS has only 210.1 million shares in this IPO, priced at RM0.280 per share, which means that after listing, the company's market cap will be RM58.8 million, considered relatively small for IPOs within 2024.
Furthermore, OFS's IPO this time did not include MITI's subscription, nor did any shareholders sell their equity (referred to as Offer for Sale, coincidentally also 'OFS'), quite intriguing.
In other words, OFS falls under the category of small-cap stocks, with low selling pressure, and upon further investigation, the background of a few major shareholders is also remarkable. If interested, you can browse through the prospectus and delve deeper into research...
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