Pentamaster, the undiscovered Covid-19 thematic play Covid-19 thematic stocks have seen a fantastic rally lately. Gloves, face masks, PPE, face shields, medical beds, ventilators, etc.. you name it. One stock not known to many that has jumped on this ship is Pentamaster. It recently started making Ventilators like K-One Technology (K1). Why do many not know about this? That’s because Penta has not made an announcement yet. However, those who have stumbled upon Malaysian Investment Development Authority (MIDA) recently published Apr 2020 newsletter ( https://www.mida.gov.my/home/e-newsletter/posts/ ) might have noticed this: This is a very interesting development which could be a catalyst to Penta’s share price. Like Notion VTec, Penta might also get a boost from upcoming Bonus Issue. Penta share price has been consolidating around RM4.00 level and looks ready for a breakout. For those who are less familiar, Penta is no ordinary stock. In fact, it is a champ...
KPS (stock code: 5843) - A RM1bil [EMS] company in disguise? [$$bill dollardollarbill] Kumpulan Perangsang Selangor (KPS) The recent water cuts made me revisit Kumpulan Perangsang Selangor (KPS) since it once owned 30% of Syarikat Pengeluar Air Sungai Selangor (SPLASH) and currently owns Aqua-Flo and Smartpipe Technology which sells goods to Air Selangor (see pg. 278 of 2019 annual report). Many expect KPS to benefit from Air Selangor now that the government should become very serious about tackling water issues (water pipe leakages, pollution, etc.) in Klang Valley, given how furious the public has become. But water is not my purpose for writing this post. There’s way more value to KPS than that… During my research, I found out that KPS is actually more into manufacturing, in particular plastic injection moulding/EMS like SKP, VS, ATA IMS, HIL and Luster. I believe KPS makes a good proxy to plastic injection moulding/EMS players which have been quite bullis...
Focus Point (0157) – A strong recovery stock riding on the success of FamilyMart and MORE Most people think Focus Point (FocusP) is a boring stock with an optical business. They’re wrong… FocusP is the next F&B growth stock to keep an eye on. FocusP F&B business can be categorised into two divisions: 1. Komugi bakery outlets 2. Komugi corporate sales Investors need to focus on Komugi corporate sales division as this will be the growth driver. FocusP struck gold after its Komugi central kitchen was certified Halal in Jan 2018. Since then, it has scored big with corporate customers like FamilyMart . And there will be more big corporate customers soon once the new central kitchen starts in Dec 2020. Many are unaware that several hot selling delicious goodies on FamilyMart’s shelves are made and supplied by Komugi . Just check the label and you will see that they are manufactured...
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