Showing posts with label Hwatai. Show all posts
Showing posts with label Hwatai. Show all posts

Thursday, April 25, 2024

MALAYSIA HIGH SPEED RAIL PUTRAJAYA STATION POTENTIAL SITE TO SEE LAND ACQUISITION INVOLVING PAOS FACTORY IN BANTING

Blog https://targetinvest88.blogspot.com



Malaysia is picking up steam on the progress of HSR. While the main place of the station is well known, such as Bandar Malaysia, other places such as Putrajaya, Seremban, Melaka is a guess for most.


Earlier, Target Invest spot a potential location of HSR Batu Pahat landing. You can find it here


Today, Target Invest would like to make a very good guess on the possibility of the potential location of HSR Putrajaya station and railway line alignment.

After a series of studies, the potential site for the MALAYSIA HIGH SPEED RAIL HSR Putrajaya Station might be landing at Banting.


It will be the best alignment as it will not cut through the KLIA from Seremban. And the location will still have a good proximity to KLIA.

Zooming into it, I will place my bets on the site being here at Banting Industrial area.



The area will eat up a huge place for railway path, parking and other infrastructure.

The site will potentially take up a few factory as to make way for station and railway.




PAOS HOLDING BHD will be in the vicinity of the land for the Putrajaya HSR station and railway which is highly potential to see land acquisition.


There is also a very high co-relationship in Batu Pahat land acquisition and Putrajaya in terms of share prices of potential company involving in land sale.

As of my previous blog, Batu Pahat potential candidate is HWATAI.

Today reveal of Putrajaya candidate will be PAOS.


As you can see, HWATAI and PAOS share price movement are identical on the time frame.

They also have identical shareholder which can further give the case a better boost on the linkage that this 2 companies are going to see their land asset being buy back for HSR station or railway.

So what do you think of this piece of information?

PAOS -> HSR PUTRAJAYA
HWATAI -> HSR BATU PAHAT

HOW MUCH IS MY PREDICTION ON SHARE PRICE MOVEMENT?

BASED ON 100% RETURN THEORY (MY OWN THEORY),
HWATAI COULD BE RM 1.20
and
PAOS COULD BE RM 1.00


If you cannot buy land to capture the opportunity, probably buying shares can get some fractional exposure towards the excitement in the development of the HSR news.


PLEASE BE INFORMED THAT I AM IN NO POSITION LINK WITH ANYONE WITH HSR INFORMATION, GOVERNMENT PERSONNEL, OR INSIDERS. ALL INFORMATION IS PURELY BASED ON EXISTING AVAILABLE INFORMATION ON THE INTERNET, ANNUAL REPORT AND SHARE PRICE MOVEMENT. ALL THE ABOVE INFORMATION IS JUST MY VIEW ON POTENTIAL HSR DEVELOPMENT SITE BASED ON ANNUAL REPORT LAND ASSET, SHARE PRICE MOVEMENT AND COMMON SHAREHOLDERS.


IMPORTANT NOTICE
Please be informed that I am not a professional or certified analyst. I am not a licensed consultant, just a normal retail investor. I am just sharing my ideas and opinion on the market outlook. Any company mentioned should not be interpreted as a buy/sell/trade call. Please do your own research and buy/sell/trade at your own risk.

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Friday, April 5, 2024

HWATAI - FROM SELLING BISCUIT TO SELLING LAND FOR HSR BATU PAHAT ?

Blog https://targetinvest88.blogspot.com



Malaysia government had restarted the HSR (KL-SG) project under Prime Minister Anwar Ibrahim. Ever since then, listed company especially property developer with prime land located near to those subject area had been going up strongly.

This big project will be carrying a mega price tag worth more than RM 100 billion, which include land acquisition and infrastructure construction cost.

As of the latest, three consortia is believed to be on the short listed candidates.

The three consortia are YTL Construction Sdn Bhd-SIPP Rail Sdn Bhd, Malaysian Resources Corp Bhd-IJM Construction Sdn Bhd-Berjaya Rail Sdn Bhd-Keretapi Tanah Melayu Bhd (MRCB-IJM-BRail-KTMB) and a Chinese consortium said to be led by state-owned China Railway Construction.

Most of the developer sitting in big plot of prime land in Johor had saw share price riding up high. While Bandar Malaysia co-owner IWCITY saw share price double up from 40 cents to 80 cents region. UEMS from 25 cents to RM 1.20. SPSETIA from 50 cents to RM 1.40. While those are the big names that had liven up, there are smaller player which will be benefiting from the land acquisition.



I will zoom into the HSR BATU PAHAT station.


As you can see, the HSR station will be from Jurong West -> Iskandar Puteri -> Batu Pahat -> Muar -> Ayer Keroh -> Seremban -> Putrajaya -> Bandar Malaysia

For the case of Batu Pahat, the only best possible slot to go through the town city will be the small neckline of land which comprises of a few old factories.



According to research and studies, the potential proposed station will be most probably on the east side, and follow by an elevated railway that will cut through the northern side of Batu Pahat.

The best possible location is owned by Hwatai biscuit factory.




The current land occupied by Hwatai are all leasehold. Most of the land are not revalued. While remainder lease is low, there are many hidden value inside the land that could possibly bring Hwatai worth more than RM 150 million from compensation.

Based on oustanding shares of 74.833 million shares, that compensation will give Hwatai a war chest of RM 2 per share.

Currently, HWATAI shares is trading at 55 cents. What is to be seen in the future when the HSR railway is confirmed will be the revealed soon.


IMPORTANT NOTICE
Please be informed that I am not a professional or certified analyst. I am not a licensed consultant, just a normal retail investor. I am just sharing my ideas and opinion on the market outlook. Any company mentioned should not be interpreted as a buy/sell/trade call. Please do your own research and buy/sell/trade at your own risk.



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