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discounted to peers, growing earnings, dividend yield, structural demand backdrop. Not a momentum play, more of a buy-and-hold position for those constructing a property basket.
BINTAI accepted RM44.65m TNB letter of award for transmission main intake maintenance (PMU 275/132KV) in Bukit Tengah, Penang. This is the GROUP'S FIRST TNB contract post-PN17 exit. TNB only engages reliable M&E contractors, so this contract is essentially TNB endorsement of BINTAI's recovered creditworthiness and execution capability
Outstanding order book of RM1.9b equals roughly 2.9x FY2025 construction revenue. That gives ~3 years of locked-in revenue at current burn rate. Plus the tender book of RM4.9b (as of Feb 2026) means active bidding pipeline. Compare with peers trading at premium PE, INTA at low PE with similar earnings visibility looks mispriced. Patience required for re-rating but the structural backdrop is solid.
if HAWK rerates higher, warrant value compounds the gain. Bonus warrants also tend to attract retail attention and trading volume post-listing, keep monitoring
While the healthcare pivot gets attention, don't forget the underlying business. GIIB's rubber compound and retreading operations span Malaysia, Australia, Singapore, Indonesia.
Budget 2026 is the first under RMK-13 with infrastructure-led growth as core theme. Every infrastructure project like MRT3, Penang LRT, ECRL stations, data centres, hospitals, schools starts with piling and ground improvement. That's literally what GEOHAN does. The broad infrastructure capex cycle is exactly the kind of multi-year tailwind small-cap foundation specialists need.