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Hold for
medium term, got chance - 5 Stations of LRT, SA Stadium, HSR, Penang LRT, MRT3, Bukit Jalil Dev, KWASA Tujuh Condo, better dividend?, all pointing +ve direction. Before Covid was 75 sen, this year PMX goes for economy......
Hold till 1Q'24, likely budget 2024 will start to award projects. LRT, SA Stadium, flood mitigation, KL, sentral, B Jalil? Not sure JS SEZ has any effect too?
Thai AA Lost RM 200++ mil, if it was the same situation like last quarter, then AAX may be affected with correction when QR3 announced, due to Forex lost. For reference only.