All Comments on PMIBHD Reload
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Barry Koh
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PMI plans to pay out at least 30% of its annual profits as dividends to shareholders
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1 week · translate ·
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Bob Ken
Very likely. Let's wait until next month to see
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Barry Koh
99.99% they will declare dividend when they announce q4 results
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Norman Ang
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The stock is still hovering around the support zone near 0.21 cents. Waiting to see which way it breaks
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2 days · translate ·
Ganaraj Chandran
Good q4 results could push it up
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Ailadini
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Hock Soon’s board is currently chaired by Datuk Seri Nurmala Abd Rahim, who is also a senior independent non-executive director of industrial filter manufacturer Pan Merchant and aerosol spray paint maker DPI Holdings
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Ganaraj Chandran
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The company is eyeing opportunities in wastewater treatment and sustainable fuel refineries too as climate initiatives ramp up globally
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2 weeks · translate ·
Sonnia Fang
Wastewater treatment has good upside this year, given how fast data centers are expanding and driving demand
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Norman Ang
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For context, Pan Merchant is the biggest solid-liquid filtration player in Malaysia by revenue
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2 weeks · translate ·
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Waller See
Probably. Everyone likes cheap fish
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Norman Ang
Who doesn't? Hehe. Anyway, waiting for certain catalyst to show up and push it higher
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Ailadini
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PMI is currently sitting at around a 0.5% share of the global filtration market, but management has been pretty clear about their ambition to grow that to around 2%–3% over the next few years
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4 weeks · translate ·
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Ailadini
That's right. The upside potential is enormous for this counter
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Barry Koh
perfect timing to add some shares before the upside starts to play out
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Ganaraj Chandran
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Malaysia’s water sector is entering a new growth phase. Infrastructure projects are rolling out, and rising demand from new industries like data centers is adding another growth driver
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3 weeks · translate ·
Norman Ang
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Penang is implementing its Water Contingency Plan 2030 (WCP 2030), an infrastructure framework costing RM2.1 billion

『https://www.thestar.com.my/metro/metro-news/2025/12/22/water-deal-designed-to-sustain-supply-support-demand-in-state』
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1 month · translate ·
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Barry Koh
Fair enough. I'm waiting for a good price to enter
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Norman Ang
Personally, I think 0.21 to 0.22 cents is a good price range
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Sonnia Fang
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Pan Merchant's broad filtration capabilities could put it in a good spot to pick up water treatment subcontracts or supply jobs, especially as more plants get upgraded and projects roll out for pipeline repairs and NRW reduction
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1 month · translate ·
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Sonnia Fang
To be clear, this company is in the water filtration business, more on the upstream side. That gives it better positioning and decent growth potential
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Waller See
Huge amount of funding will be allocated to water infrastructure next year. Definitely something to be excited about
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Bob Ken
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The government’s move to cut NRW and boost spending on water infrastructure could end up being pretty good news for a few listed companies, like COSMOS and PMIBHD too

https://www.thestar.com.my/news/nation/2025/12/04/rm25bil-committed-to-improving-nation039s-water-supply-dewan-rakyat-told
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Ganaraj Chandran
Fair points. Appreciate the insights
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Bob Ken
Next year those counters will present a very good 'show' ; )
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