Showing posts with label PAOS. Show all posts
Showing posts with label PAOS. Show all posts

Monday, April 29, 2024

HOW MUCH DO YOU THINK PAOS WILL GET FROM LAND REVALUATION OR CASH FROM POTENTIAL LAND SALE FOR MALAYSIA HIGH SPEED RAIL DEVELOPMENT

Blog https://targetinvest88.blogspot.com



In my previous posting on PAOS, I mentioned on the potential of factory land acquisition by myHSR for the construction of HIGH SPEED RAIL HSR PUTRAJAYA station around the area of Banting.

Read more info here


According to the annual report, PAOS properties had been sitting in net book valued more than 20 years ago. With the potential coming on HIGH SPEED RAIL HSR PUTRAJAYA STATION taking it's factory land, there will be a need for revaluation of properties in order to reflect the right price for the purchase.

Let's take a look on the properties asset of PAOS.


The potential asset near HIGH SPEED RAIL HSR PUTRAJAYA will be NO.3, JALAN GANGSA, KAW PERUSAHAAN BANTING, 42700 BANTING, SELANGOR.
The land area is 119,356sf (Around 2.74 acre), sitting at RM 2.6 million in valuation.

According to the latest transaction around that area taken from BRICKZ.MY 



Let's say PAOS FACTORY land area is RM 200 PSF in average, the subject property will be valued at RM 23.87 million, an stunning increased of RM 21 million. (Current book value is just being 10% of the real market value)

What about the value for the main office at Shah alam?


The land in Shah alam is 254850sf, around 5.85 acre.


Current price at the industrial area is transacting at RM 230 PSF in average.

Which mean, PAOS factory at Section 15 shah alam will be looking at RM 58.61 million on average, a big increase of RM 47.11 million.


Combining both, the revaluation gain will be RM 68.11 million. The revaluation exercise will potentially bring in 37.5 cents in EPS.

What is more intriguing is the recent transaction surrounding this area where factory transaction are going on in a group. The transaction could be looking to see HSR railway alignment going from banting into shah alam and turning to bandar Malaysia.



If this really happen, PAOS will stand to receive almost RM 70 million in land sale for HSR construction.

I would like to inform my reader that I am invested in PAOS due to
1. Asset being very undervalued with net book value more than 20 years ago
2. Asset highly potential for conversion into cash through malaysia HIGH SPEED RAIL Land Acquisition
3. Asset highly link with movement in HWATAI

I will continue to stay invested in PAOS to see the excitement of the Malaysia High Speed Rail development.


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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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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