Edward Lee

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Fame: 10
Joined Mar 2026

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the consolidation has been going on for quite some time already, the breakout is gonna be a big one, keep monitoring
3 days · translate
10m annualised profit is quite good for ace market company
3 days · translate
yea, wait for the private placement and esos to be fully digested first
3 days · translate
RMK-13 (13th Malaysia Plan) spans 2026 to 2030, with continued infrastructure focus and likely extending themes into RMK-14 (2031 to 2035). Every major infrastructure project such as MRT3, Penang LRT, ECRL stations, hospitals, schools, DCs need foundation work. That's literally 8+ years of structural demand for foundation specialists.
3 days · translate
Underappreciated trend supporting A1AKK, Malaysian hotels and restaurant chains increasingly outsourcing kitchen prep to central kitchens (cost, labour shortage, food safety standards). A1AKK's premix paste and sauce products are exactly what central kitchens need to maintain consistency across multiple outlets.
3 days · translate
this isn't a moonshot name, it's a steady compounder. Construction order book provides earnings floor; manufacturing provides growth optionality; insider buying provides confidence.
1 week · translate
For investors who want exposure to public transport modernisation theme but find big-cap proxies too expensive, this one offers a decent leveraged exposure
1 week · translate
classic post-PN17 turnaround re-rating play. PN17 exit validated, TNB contract win as blue-chip endorsement, earnings turning, order book + tender book providing forward visibility, multi-segment business with healthcare optionality.
1 week · translate
DC piling pipeline strong, RMK-13 infrastructure spending kicking in, insiders accumulating. The market keeps treating ANEKA as 'just another small con stock' but the niche underground works specialty is genuinely valuable. Next quarterly should give better data on margin trend with the newer DC contracts kicking in.
1 week · translate
Trading at reasonable valuations relative to PEs of larger F&B counters, ideal for those building a barbell portfolio (high-beta + defensive)
1 week · translate
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