ALIBILI CHG's comment on SCGBHD. All Comments

ALIBILI CHG
12 Like · Reply
SCGBHD , MNHLDG , KJTS, RANHILL, YTL ........WHO WILL BE THE ULTIMATE WINNER........
KW Chin
MN 的 fundamental, NTA, DPS... 都差过 SCG, 只有一样好吧了, 就是股价高, 涨得快。
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pang
哈哈对对对
这个就是关键在
哈哈哈
讲到股友心声
哈哈哈哈
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pang
不过有时候scg 爆发也是强的
各有千秋
哈哈哈
1 Like · 3 months · translate
Admiral Adama
原来你们是这样看fundamental的。。。
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Tok Tiong
cable can buy now?
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Admiral Adama
good buy or good bye? :/
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Tok Tiong
Guru say DC theme still hot..
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pang
有多余的钱就买来放着
哈哈
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斯马可
Tung just called me. Good news coming
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pang
哈哈哈

来了吗?

哈哈哈
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Tok Tiong
反转了。。谢谢 guru
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pang
哈哈我的kopi 又看到了
哈哈
希望
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pang
这个爆发也是强的
哈哈
明天美国不要乱水
这个就很有看头咯
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pang
哈哈不收青adui
。。。
明天美国不要乱啊。。。
kopi 就想想
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Kim Hock Goh
It is very clear EPF unloaded a lot yesterday and today. But today is well absorbed. Wipeout all the losses.
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Jeff Wong
go go go limit up tomorrow
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pang
aiya epf 买卖要是可以跟
就不用那么辛苦咯

他的报告是几天前的
。。。。
可能今天买进 我门也不知道
不过有点的是
他在2月就买进了
到现在卖出的 都比二月份票多
。。。。。
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nbk ent
haha maybe epf unloading @ tp now because they got the offer for the private placement at a way lower price... whatever it is epf always profit
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ALIBILI CHG
KUALA LUMPUR (April 28): Rising polymer prices are unlikely to hurt Southern Cable Group Bhd’s (KL:SCGBHD) earnings amid expected contract repricing, said Kenanga Investment Bank. 

In a research note on Tuesday, the research house said Southern Cable has secured sufficient supply of polymer — a key raw material for cable production — at pre-spike prices to support deliveries until July, which helps to reduce short-term margin pressure.
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Admiral Adama
sudah habis cuci ah? :/
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Vincent Chin
放完利空洗干净后,就放利好。明天开始领涨dc 股?哈哈
1 Like · 3 months · translate
Jeff Wong
最好来个limit up
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Tok Tiong
外面炒建筑股。会带飞cable吗?
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pang
会的
现在全部都跑有关dc 的
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pang
迟早问题
哈哈
去看看seagate 的业绩
。。。
哈哈
开市要上100哈哈
不是玩玩的

哈哈
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HaiDi Lao
现在Southern Cable 暂时回调让股民进场
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KW Chin
Good dividend, much higher than last year.
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斯马可
Another goreng Soon
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pang
利息不是很早就有宣布要给多少了吗?
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KW Chin
Will chase after MNH, 230 otw
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Jeff Wong
go go go limit up today
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pang
哈哈
打战没完没了
。。。。。
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Anthony Teo
Soon can reach 3.55
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Tok Tiong
Teo哥,好久不见。。。
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HaiDi Lao
2.50 is more pragmatic within this month
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Kim Hock Goh
Welcome new substantial shareholder - Manulife. And EPF started to accumulate again by another fund manager.
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ALIBILI CHG
Fairly GOOD QR........keep up the good work........
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pang
“average selling price adjustments in line with raw material trends”

Haha
selling price can adjust


哈哈哈
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Admiral Adama
petal to the floor! vroom vroooooooooom!
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ALIBILI CHG
UP UP UP........MAKE SCGBHD GREAT AGAIN........
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Admiral Adama
vroom vroooooooooom!
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ALIBILI CHG
BULL RUN........ROCKET SURGE........
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Admiral Adama
habis liao, monday buy or bye???
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Jack Wong
Monday cib ai
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pang
aiya
我们不一样的
。。。
又不是第一天认识马股
可能暴起也不定
哈哈哈
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Vincent Chin
scgb 刚要发力,既玩完?争气点,来个逆市上升。。
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Peace LFC_01
Chin 还是对 SCGBHD 非常忠心。。
也恭喜在这股巨赚。。佩服!
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Admiral Adama
逆市上涨当然可以,不过先下来载我上车可以吗?我还没进场呀。。。
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Vincent Chin
不怕,马股永远有机会买回便宜。。明早亚洲整个市场红荡荡,先来个开低,凑凑热闹。
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Vincent Chin
惨咯,很多球徒说要套现暂离开Bursa de casino 去做世界杯。。哈哈
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Peace LFC_01
我应该是其中一个。。。。哈!
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Vincent Chin
peace 我很久没看球了,自从阿仙奴令我失望了很多年,今年终捧英超冠军了。有没有世界杯黑幕tips?哈哈
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Peace LFC_01
去年我们Liv..今年Ars 终于捧杯。。恭喜。
那天还看ars vs psg 的决赛呢!
世界杯已经好几届都没赌了。。。哈!
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Peace LFC_01
Chin...早。
Nasdaq 又回青。。
暂时想美股继续恐慌的人应该会失望。。
希望你的scgb...继续发光。。加油⛽
明年Liv 拿冠军。。。哈!
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Admiral Adama
看来scgb今天有机会继续飞!gentlemen, start your engine. vroom vroooooooooom!
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Vincent Chin
来凑热闹的,也跟足科技股的跌幅。。。谁人要捞底?明天涨了别说bojio。。哈哈!
1 Like · 2 months · translate
KW Chin
MNH seems stronger than SCG recently, wonder any reason?
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飞鸿腾达
这股翻脸比翻书还要快,今天爽股价起飞,今天来姨妈股价跌不停
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ALIBILI CHG
加油加油 UP UP UP........
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KW Chin
2.50 i sell
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斯马可
Ok dear chin chin
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HaiDi Lao
What is your entry price, chin chin?
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KW Chin
185-188 range, good price.
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ALIBILI CHG
随着新开发的太阳能PV电缆已完成认证,预计于2026财年下半年商业化,另有4项认证正在进行,未来美国业务具备进一步扩大空间。

美国业务有潜力于2026财年实现双位数增长,成为除本地基建需求之外的另一项成长催化剂。
https://www.enanyang.my/news/20260616/Finance/1283406
2 Like · 2 months · translate
HaiDi Lao
SCGBHD的股价迟早会追上MNHLDG
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KW Chin
EPF oledi own 9.4% of its share.
Foreign fund sell, EPF sapu all.
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飞鸿腾达
天天只有跌看到都闲。。。。
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ALIBILI CHG
来了来了。。。。。。。。不要输给MNHLDG 啊。。。。。。。。
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ALIBILI CHG
南方电缆今日发文告指出,该公司已取得132千伏(kV)交联聚乙烯绝缘(XLPE)电缆认证,涵盖采用Milliken导体、截面积最高达1800平方毫米的地下高压输电电缆产品。这项认证将进一步提升集团参与国家电网扩展计划的能力,并扩大可服务市场规模。

文告说,自2015年以来,南方电缆已获国能批准成为供应商,可提供最高800平方毫米规格的地下高压电缆。随着市场需求持续增长,集团2025财年(截至2025年12月31日)的高压电缆销售额按年激增逾500%,突破1亿令吉大关。
https://www.enanyang.my/news/20260625/Finance/1292628
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ALIBILI CHG
925M Order Book........
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JACKSON NG
好长的上影线,马股的股民被市场搞怕了,见有钱就拿。
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KW Chin
925M order is very good.
Also EPF buy till now hold 9.3% oledi.
Hope can up once foreign fund stop selling.
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斯马可
ok dear dear .
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ALIBILI CHG
恭喜恭喜拿到新订单 403M
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HaiDi Lao
目前SCGBHD有多少订单在手上了?
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斯马可
jiak Beh Liao.. TNB panel SCG as long term approved supplier . Now penetrate US market, expansion.. fall of scable , benefit this SCG as well.. waiting build new factory now..
1 Like · 1 month · translate
KW Chin
200 i buy again.
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KW Chin
Wonder when SCG's new factory is up & running?
Is it mid 2027?
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斯马可
Already running my dear..
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斯马可
Chin chin dear , u add at the right time.. tmrw and Friday shoot to the Universe ..
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ALIBILI CHG
Marching towards all time HIGH again........let's break 2.52 and beyond........UP UP UP........
1 Like · 2 weeks · translate
ALIBILI CHG
YES........ATH........ATH........ATH........UP UP UP........
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KW Chin
Very beautiful, 3.00 sell
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斯马可
ok chin dear dear..
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斯马可
已经通了…2.50.. who still FIFO want to sell faster sell… come to papa 2.00
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KW Chin
2.20 I buy more
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ALIBILI CHG
ATH........ATH........ATH........UP UP UP........
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Admiral Adama
股王几时要抢回第一的宝座?
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斯马可
要看业绩了。if earning a big chunk , price sure will jump up
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ALIBILI CHG
FULLY BOOKED

The research house said Southern Cable secured approximately RM200mil in DC-related orders in the second quarter ended June 30, 2026 (2Q26), compared with RM354mil for the financial year ended Dec 31, 2025 (FY25).

It said the group’s existing 132kV capacity was also fully booked through year-end, supported by strong demand from the solar segment.

https://www.thestar.com.my/business/business-news/2026/08/12/southern-cable-eyes-earnings-upside-from-dc-orders
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R ex
接下来2个季度margin 和cash flow 是关键
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Kim Hock Goh
still undervalued compared to MN. In terms of fundamental SCGBhd is better.
1 Like · 1 week · translate
KW Chin
Surprisingly, even fundamental wise, SCG us better, somehow MNH price surge way faster.
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Kim Hock Goh
Just wait for the QR ba. It deserves more than the current price.
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KW Chin
Reason is, EPF kept selling..
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斯马可
Ok chin chin dear..
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Ivan Hong
MNH = Ferrari, SCG = HONDA
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KW Chin
MNH will 5.00
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Kim Hock Goh
MNH = paper Ferrari, SCGBhd = steel Honda
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KW Chin
Regardless of paper car or steel car, can make $ one is GOOD CAR.
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