Kelvin Tan's comment on ARBB. All Comments

Kelvin Tan
4 Like · Reply
patience and invest together with this. no point for you guys to buy at 26cents and sell at 30cents just for mediocre profits.

you cannot easily come across companies that can grow 30% to 40% pa.

if this company can continue growing at such speed over 2 years, the share price will go up a lot.

it joint ventures with China firms, so i believe we will be seeing amazing results.

one day it will trade at PE of 40 to 80 easily. PE 40 = RM3, PE 80 = RM6

take a break, stop trading for a meagre 10% 20% gain. aim high, for 1000% to 2000%.
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Jeffrey Lim
What share is this? Good fundamental, such low PE?
1 Like · 3 months · translate
Kelvin Tan
it took over a timber company, sold off all timber assets.

core business is ERP systems and smart buildings.

sounds futuristic but actually is common. example auto shut off lights when nobody in room. auto control aircon temp and power. it has a lot of potential for growth since green building will become a requirement in a post covid future.
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2 Like · 3 months · translate
Jeffrey Lim
Net profit this 2 years suddenly turn from lose to big earn.... This coming QR still able sustain?
1 Like · 3 months · translate
H Azli Mz
To me, it seems like there is a hidden hand or operator keep suppressing this counter.
On normal day, only small fry buying these share, hardly see buying value more than 100k. que sell only 5k-20k unit each bit.
On the day this counter gaining retailers interest and get into 10 most active counter, share price gaining 2-3 bit then come multiple huge dumping value more than 50k-100k.
Will most retailers sell 2-3 bit up only to gain RM10-RM100 profit if they look at PE and EPS of this counter?
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2 Like · 3 months · translate
Kelvin Tan
it was taken over by a Dato Liew in 2019, business model changed completely. they had done so well even during mco 1.0, so i believe Q4 2020 will be great as well.

an article that i found especially useful ... go to headlines... find an article "the unsung hero"

price wise 25cents to 26cents will be perfect entry.

however, buying this share has one large problem. malaysian investors all want to goreng only. they all buy 26c, sell at 32c, 40c.

well, continuous good results will settle this
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2 Like · 3 months · translate
H Azli Mz
if just on the prospect of digitalization and automation our nation aim post covid-19, ARBB and ISTONE should gain a lot of benefits, but just look this past 2-3 months. The play of both counter are same, 2-3 bits up then 2-3 bits down.
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1 Like · 3 months · translate
Kelvin Tan
azli, is not hidden hand... its US. everyone buys at 26c then sell at 30c. too many short termnism. thats why this counter cannot move up until good quality investors come in who are willing to grow with this company.

but i do see a light in the end of the tunnel. Continuous good results for another few more quarters will make this company too cheap to ignore.
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1 Like · 3 months · translate
wksoo
Its weakness is cant turn revenue to cash. If coming QR can show some improvement on trade receivables then will be a credit.
1 Like · 3 months · translate
Kelvin Tan
wksoo i was originally worried about operating cashflow. it was well explained by the article "the unsung hero". go take a look.
1 Like · 3 months · translate
Kelvin Tan
azli. indeed. both companies have 1 billion shares outstanding. (consider those warrants as shares ya) and very short termnism shareholders.

however, istones revenue is declining in 2020, and it is trading more than 10X more expensive than ARBB.
1 Like · 3 months · translate
Jeffrey Lim
Wow... Thanks guy for the explanation and idea... Will keep eyes on this counter.... Let see what happen in future....
1 Like · 3 months · translate
Ahmad Najwan
just sold..i will comeback at 0.265
1 Like · 3 months · translate
Jeffrey Lim
Not need in future... Today already come....
2 Like · 3 months · translate
Kelvin Tan
lol... u guys know ma?my tp for this is rm3... but if they hook up with china unicom and do some projects together, I will upgrade the tp to rm6.

but rm3 is a long journey. take several years...

Once any substantial news with china unicom it will easily surpass rm1.
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2 Like · 3 months · translate
Kok Senheng
trade receivable terms are currently 180-210 day, and there are no bad debts currently, so no worries yet
1 Like · 3 months · translate
H Azli Mz
tmrw might show the future trend of this counter, support at 0.315 and next resistance at 0.370. stoch not yet overbought. hope not one day show.
1 Like · 3 months · translate
Choong Mun Loon
Hahaha...
Today are second day show already..
1 Like · 3 months · translate
Yu DexTer
Really hope this counter can withstand the current warm political climate; and hopefully the politician don't spit nonsense which disrupt the stock.
1 Like · 3 months · translate