2025 0404 Trump Tariff Day, MBI

Reminder to not enter MBI related counter. Their PER are very attractive thou, what are they doing here?

Mayu Global RM0.20, PER 4.42, Div 0%, CAP91.73mil

HHRG RM0.12, PER 10.33, Div 0%CAP 110.57mil

TGlobal, RM0.32, PER6.65, Div 0%< CAP RM299.08mil

This counter is in high debt situation and utmost importantly, AMLA candal it ex CEO who is just resigned. Market half on it opening day after raya

Although it has just announce a new renewal contract with Petronas, but ut doesnt stop the bloodshed.

I might go for it WC (end in 2027) or WD (end in 2030). Both price at 0.06, monday i might queue at 0.04 for RM5k. The main counter can go at 0.30 for RM4k. Maybe?

EGG counters, 

Leong Hup-LHI RM0.62, PER 5.23, Div4.47% CAP 2.23 Bil

CAB Cakaran RM0.50, PER5.5, Div2% CAP 347.44mil

TPC RM0.29 PER 4.89, Cap 89mil, Div6.9

I only take 3 low per counter and made simple comparison. Where LHI is seems to be stronger in it YR and QR by comparing their earning ratio and steady flow. However, Y2024 need to normalise it earning by pairing down abt 5-10%, which is given by USD depreciation on the same year.

I am only checking on low PER counters where they are currently at PER 5.4, 5.32 and 8.31.

LHI seems to have strong reading in it YR and QR, do aware on the normalise earning which will pair down on Y2024 due to changes in USD depreciation

Centur