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Lion Industries still struggle with thin margins and cyclical steel volatility, so unless they really ramp up their property segment or downstream production, it’s quite a long wait for any genuine value to emerge.
HCK’s pivot toward recurring income and cleaning up their books is a bold move, but sustaining this momentum depends on whether their property projects can finally deliver consistent margins to justify the current valuation.
Taliworks look like long-term suffer because of lower water treatment margins and high capex, so even if dividend yield looks attractive, the capital depreciation and weak earnings growth make it quite risky for long-term value play.
Ng Boon Hong is the executive director behind the recent board reshuffle, but given the 33% drop since his entry, the fundamentals look shaky and it is hard to justify holding if management cannot deliver shareholder value.
EPF's selling is just routine portfolio rebalancing and shouldn't distract from Alliance Bank's solid niche in the SME sector, strong ROE, and decent dividend yield that make it a steady long-term hold despite the recent price volatility.
