Edmond Khor

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Joined Apr 2025

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MFLOUR 之前估值太便宜被市场低估,现在看它 flour business 稳稳收租加上越南养殖业开始回暖,长期基本面其实很 solid,只要谷物成本受控,未来价值肯定不止现在这个价。
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YNHPROP currently facing serious delisting risk due to repeated failures in submitting financial reports, so unless they fix their governance and transparency issues fast, this one confirm no long-term value for any investor.
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Careplus still struggling to shake off the glove sector hangover with weak margins, so unless they successfully pivot to their EV business and show real recurring income, this stock remains a speculative play rather than a solid long-term value pick.
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Based on the current steady dividend yield and resilient chemical distribution margins, the fair value sits around RM0.55 to RM0.60, but you must watch the next quarter closely to see if volume recovery confirms a sustainable earnings turnaround.
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LBS Bina’s strong landbank and focus on affordable housing provide decent long-term value, but the persistent share price weakness despite buybacks suggests the market remains skeptical about their high leverage and growth ceiling.
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Kossan get strong balance sheet and solid cash flow to survive this downcycle, so just wait for the glove sector recovery if you want to play the long game.
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Kerjaya Prospek got strong balance sheet with rock-solid margins and stellar order book growth, so just stay patient because the fundamentals are solid for long-term compounding.
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AGMO get strong digital transformation tailwinds and healthy recurring revenue, but the valuation is getting quite steep relative to its current earnings growth, so better wait for a pullback before looking for long-term value.
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Focus Lumber is a classic net-cash play with strong fundamentals, but keep an eye on how those export tariffs squeeze their margins before you lock in for the long term.
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Batu Kawan is a solid, well-managed conglomerate with strong plantation and chemical exposure, so hold long-term for consistent dividends despite the currently rich valuation.
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