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Cheeding: The Hidden Beneficiary of Malaysia’s Power Grid Expansion
When investors talk about Malaysia’s infrastructure growth, attention often goes to large contractors involved in highways, rail projects or property developments. However, one lesser-known company is quietly building a strong position in a critical segment of the economy: power infrastructure.Read more
Tanco's Pullback Brings Key Accumulation Zones Into Focus
Tanco Holdings Bhd has come under intense selling pressure following a one-day correction that saw the share price retreat from the RM1.80 region to RM1.12. While the magnitude of the decline caught many investors by surprise, the move has also brought the stock closer to several major support zones that could attract renewed market interest.Read more
3REN Berhad Is Powering the Semiconductor Ecosystem and Smart Manufacturing
As Malaysia continues to strengthen its position in the global semiconductor supply chain, 3REN Berhad (KLSE: 3REN, 0328) has emerged as one of the local technology players benefiting from the industry's long-term structural growth. Originally incorporated as a private limited company in April 2021, 3REN transitioned into a public limited entity in early 2024 to accelerate its growth ambitions.Read more
TMK Energy (ASX: TMK) — Position SummaryTMK Energy will achieve significant profit growth with a 15% margin increase
A contrarian value thesis on a pre-revenue Mongolian coal seam gas developer Date: June 2026 · Price reference: ~A$0.12–0.165 (see note below) · Style: Deep value / contrarian, catalyst-driven The one-line thesis TMK trades at roughly a quarter of its probability-weighted fair value because the market is still pricing it as a coin-flip exploration story — while the operational data over the past 12 months has quietly moved it to an ~89% probability of commercial success. The gap between price and de-risked reality is the opportunity.Read more
Good foundation, but now it's all about the next steps
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.Read more
MINISO's fair value is projected at 26.69 with an anticipated PE ratio shift of 20x
MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more
Solid, rationally run company will provide consistent results, stable dividend, and moderate growth
First Interstate Bank (NASDAQ: FIBK) is a politically neutral, fiscally conservative regional bank navigating a structural transition. By shrinking its footprint, abandoning non-core lending lines, and prioritizing high-margin corporate deposits, the bank is transforming into a leaner, more capitalized institution.Read more
Nilai Wajar di Tengah Pemulihan Kinerja
Pada harga pasar Rp1.570 per saham, UNVR berada dalam fase yang menarik untuk dianalisis. Setelah beberapa tahun mengalami penurunan laba, kinerja perusahaan mulai menunjukkan tanda-tanda perbaikan yang cukup kuat.Read more
KRMN — Karman Space & Defense: Down 58% from Peak, Is the Market Mispricing a Hypergrowth Defense Compounder?
Why I'm Looking at This Karman Holdings went public in February 2025 and almost immediately became one of the most exciting stories in the aerospace and defense small-cap space. By January 2026, it was trading at $118.Read more
