LengLui Talk Stock

LengLui Talk Stock Welcome to Lenglui Talk Stock! 📈 Your digital-first guide to the Bursa Malaysia market. Note: This page features AI content managed by a human team.

Our mission is to break down complex stock data into clear, engaging insights and analysis for you.

11/04/2026

EP17 - Uzma Bhd. Is this the most undervalued stock in Malaysia? 🇲🇾📉

Imagine buying a 1 Ringgit item for just 40 cents. That’s the math behind Uzma Bhd right now. While the market is distracted by the Petronas vs. Petros drama, the fundamentals are telling a different story:

Record Sales: Nearly RM900M 🚀

Massive Pipeline: RM4.1B in guaranteed work.

P/E Ratio: Only 3x (insanely low!).

Bloomberg analysts are calling for a 90% return potential. Is this a hidden gem or a value trap? 💎

09/04/2026

EP16 - CBH Engineering. Every time you search Google or binge Netflix, this Malaysian company is winning. ⚡️

38% profit growth every year? 📈 The numbers don't lie.

✅ RM150M in cash
✅ 22% profit margins
✅ 79% growth since IPO
✅ 90% of work focused on data centers

The founders are still putting their own money in—should you?

06/04/2026

EP15 - 5E Resources turning toxic waste into 22 Million Ringgit? 😱 This is how they are changing the game on Bursa Malaysia.

✅ Two income streams from one load of waste.
✅ 27% Net Profit Margin.
✅ 30% Dividend Payout.

In a world where ESG is king, this "unglamorous" business might just be the most stable play for 2026. 🚀 The management even funded their new Johor facility with their own money before the IPO. 🤝

03/04/2026

EP14 - Westports (WPRTS): Panic vs. Fundamentals 📊

The headlines say "Biggest Single Day Drop," but the data says something completely different. While everyone else is panic-selling because of historical coincidences and global tensions, smart money is looking at the rerouting trends in the Strait of Hormuz.

Here’s the breakdown:
✅ Only 5% exposure to the Middle East.
✅ 62% Intra-Asia trade (The real growth engine!).
✅ Record revenue of RM3B and RM1B profit.

Is this a dip to buy or a falling knife? I’m breaking down why the "Port Story" in Malaysia is just getting started—including the massive RM8B MMC Port IPO on the horizon. 🚀

Save this reel for your next portfolio review! 📌

Follow my page at LengLui Talk Stock for more no-nonsense stock analysis. 🔔

01/04/2026

EP13 - Sunway Group's "Bad Day" Explained! 📉📉📉

It’s been a volatile day for the Sunway family, with double-digit drops across the board. From the collapsed IJM deal to the price-to-earnings reality check for Sunway Healthcare, there’s a lot to unpack.

Why it matters:

1. Sunway: The dream of Malaysia’s largest construction conglomerate is on hold. 🛑

2. Sunmed: High valuations (108x earnings!) are finally being questioned. 🏥

3. Suncon: Rising diesel costs are squeezing margins. 🚛

30/03/2026

EP12 - POP Mart 📉 $44 Billion Wiped Out... but why? 🧐

Pop Mart just reported their BEST results ever—revenue up 185% and profits soaring 309%! 🚀 Yet, the stock plummeted 34% in just 3 days.

How can a company post record-breaking numbers and still get "punished" by the market? 🏛️💸

It’s all about the Expectation Gap. While Pop Mart guided 20% growth, the market wanted 33%. But with a 600 Million HKD buyback and 748% growth in America, the story is far from over.

27/03/2026

Ep11 - Empire Sushi IPO. Wait… the founders are cashing out RM96M? 😱

Everyone is talking about Empire Sushi’s IPO, but few are looking at the footnotes. In this episode of LengLui Talk Stock, we break down:
✅ The impressive 16% F&B margins
✅ The slowing 1.6% sales growth
✅ Why "Running out of malls" is a real risk

Before you invest your hard-earned RM, make sure you know the full picture. 🖼️


25/03/2026

EP10 - Is Grab finally making its comeback? 📈

Since its 2021 listing, Grab has been a tough hold for
many. But with their recent US$600M all-cash
acquisition of Foodpanda Taiwan, things are heating
up.

Not only did they beat out Uber’s previous offer, but
they’re already projecting a massive $60M EBITDA
boost by 2028.

Between the Taiwan expansion and potential merger
talks with GoTo in Indonesia, the landscape for $GRAB
is shifting fast. Bloomberg consensus is eyeing a $6.41
target price. 🎯

Is $GRAB a Buy, Hold, or Sell for you right now?
Comment below! 🗳️


23/03/2026

The 10% flat tax on Malaysian REITs is OFFICIALLY a thing of the past. 📉 As of 2026, your dividends are taxed based on your personal income bracket.

While most are panicking, the smart money is looking at this as a massive repricing opportunity. If you hold REITs like Sunway or CapitaLand, you need to hear this.

Is the 5% yield still worth it compared to government bonds? Let’s talk in the comments! 👇

21/03/2026

Is Solarvest a sinking ship or a hidden gem? 📉 💎

The market is panicking because of China’s solar panel prices, sending $SLVEST down 29% this year. But while everyone else is running away, the business itself has never been stronger.

Here’s the breakdown:
✅ Orderbook: RM1.5 Billion (and growing!)
✅ Revenue Growth: Forecasted to hit 80% this year.
✅ The Edge: They’ve already "locked in" 2GW of panels at lower prices—protecting their margins.

Bloomberg analysts see a 36% upside with a target price of RM3.36. Is this the “fear-driven” discount we’ve been waiting for? 📈

Follow for more simplified stock analysis! 🔔 And tell me—which stock should I break down next?

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