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FullRom
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Joined May 2026
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FullRom replied to comment on BINTAI.
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Looks like Bintai is well positioned to benefit from the upcoming wave of infra awards. News below:
RM12bil-RM14bil infrastructure contracts set for second half awards
https://www.nst.com.my/business/economy/2026/08/1512105/rm12bil-rm14bil-infrastructure-contracts-set-second-half-awards
RM12bil-RM14bil infrastructure contracts set for second half awards
https://www.nst.com.my/business/economy/2026/08/1512105/rm12bil-rm14bil-infrastructure-contracts-set-second-half-awards
Rohas could benefit from the upcoming Sungai Rasau Phase 2 tender! Project value is significantly larger than the recently completed RM123mil phase 1 馃槈
https://www.nst.com.my/business/economy/2026/08/1512105/rm12bil-rm14bil-infrastructure-contracts-set-second-half-awards
"Meanwhile, Langat 2 Phase 2, estimated at RM3 billion to RM4 billion, has entered the procurement stage following pre-qualification for Packages 1 and 2, while Sungai Rasau Phase 2, worth an estimated RM2 billion to RM3 billion, could provide further water-related packages, " he said in a research note.
https://www.nst.com.my/business/economy/2026/08/1512105/rm12bil-rm14bil-infrastructure-contracts-set-second-half-awards
"Meanwhile, Langat 2 Phase 2, estimated at RM3 billion to RM4 billion, has entered the procurement stage following pre-qualification for Packages 1 and 2, while Sungai Rasau Phase 2, worth an estimated RM2 billion to RM3 billion, could provide further water-related packages, " he said in a research note.
Companies like Elsoft & ECA are trading at >30 sen with over RM200m market cap while CLITE that is actually profitable is trading at this level with RM100mil cap. What a load of nonsense lol. This counter needs a re-rating badly.
My take: The ongoing legal dispute with IBSE certainly does not look good for a company that wanted to diversify from its O&G business into the EPCC segment. IBSE awarded a few TNB subcontracts to HAWK and within just a few months we're seeing news reports of alleged misappropriation. You think TNB would be comfortable doing businesses with these two entities going forward? Something to think about...
I can see many fake profiles/ insiders in the comments trying to con investors with the "rebound" and "oversold" narrative. Just click into some of these profiles and you'll notice that their last comment is 5-6 months ago and mostly about HAWK.
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