Zaniesco Fu

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Fame: 113
Previously known as Wallstbull

Joined Jan 2025

Comments

Better run 1st.. big plays are dumping. After ex date.. can buy lower
2 days · translate
im expecting the price to surge higher high as QR is drawing closer..

1st TP 3.00 bucks
3 days · translate
Close @ 1.42 today with decent volume. 1.45 is the the key immediate resistance and 52-week high.
A decisive close above RM1.45 on strong volume would confirm a fresh breakout. The next level will be 1.50 :)
5 days · translate
GCB 2H26 Outlook - TP RM2.00
RHB research expect a similar strong performance into the coming year,
as management has taken a proactive inventory positioning and an effective
hedging strategy, coupled with healthy combined ratios from the forward
sales back in 2025. Grinding utilisation rate will remain at 80-90% as demand
is set to improve progressively on restocking activities and a potential super
strong El Niño which may further disrupt bean supply – reverting to a market
deficit from the current forecast of a market surplus. FY26 cover ratio is
estimated at c.80%.
• Earnings and TP. Following the 1H26 beat, we raise FY26F-28F earnings by
89%, 7%, and 7% to reflect stronger EBITDA margins, reduced financing
expenses, and a 7 sen DPS for FY26. Our TP is lifted to MYR2 (from MYR1.70)
as we roll forward our valuation base year to FY27, pegged to an unchanged
12x FY26F P/E (c.5-year average). Key risks: Sharp raw material price
fluctuations, weakening demand, and execution and country risks.
1 week · translate
touched 1.42 today!

A convincing close above RM1.42 would make RM1.50 the natural next target.
1 week · translate
GCB - 1st pit stop 1.50
1 week · translate
Second Quarter 2026 results:

EPS: RM0.02 (up from RM0.013 in 2Q 2025).

Revenue: RM255.6m (up 46% from 2Q 2025).

Net income: RM13.7m (up 47% from 2Q 2025).

Profit margin: 5.3% (in line with 2Q 2025).

Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
2 weeks · translate
I agree w/ u for the most part. Lets see hw the price moves n/wk?! I hv a feeling if theres sellers offloading n/wk & absorbed by mngmnt.. i dont think the price will retract significantly?
Pesona will def price better next yr - I play long.
2 weeks · translate
whats your expectation bro? hw far u think it can travel to?
2 weeks · translate
One water treatment plant is slated for completion this year; water supply revenue should see growth early next year .

Long-term beneficiary of rising data center (DC) water consumption, though short-term catalysts over the next 1–2 quarters remain limited. Given the recent rapid run-up, taking some partial profits off the table is sensible.
2 weeks · translate
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