Ganaraj Chandran's comment on BINTAI. All Comments
Ganaraj Chandran
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Under Budget 2027, TNB will invest RM15 billion to upgrade the national power grid to meet rising electricity demand. So, this could be a good opportunity for Bintai to secure more contracts from TNB next year
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2 weeks · translate ·
Luke Low
With TNB pumping billions into the grid, Bintai definitely has a golden chance to snag some lucrative jobs and really shine next year.
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Kenny Ng
How much worth of contracts have they secured from TNB so far?
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Kuromi
Bintai has already bagged over RM100 million in TNB contracts so far
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Fiona Auery
Their project pipeline with TNB contract really solid la, but the price like still hasnt wake up yet
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Eddy Khoo
operation cash flow is still negative. until it turnaround only can move.
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Simon Reyes
Don't worry lah, once their operational cash flow turns green, this stock is going to fly high and unlock all that hidden potential.
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Fabian
really just need one solid contract win to wake up the sleeping giant and make everyone regret selling too early
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Kenny Ng
I don’t think they secured that many contracts from TNB, Kuromi
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Ganaraj Chandran
The latest contract was around RM45 million. If you add in the TNB contracts they secured back in 2022–2023, the total comes up to about RM163 million
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Wei Yang Hau
Order book numbers look decent on paper, but need to see how well they actually convert those projects into bottom-line profits. Better to wait for the next few quarterly results to confirm actual execution before getting too excited.
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Ganaraj Chandran
Now we see whether those big tenders can convert into actual contracts
Like · 6 days · translate
Edward Lee
Wait and see lor if those big tenders really can materialize into actual contracts or not.
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Bluebird Tiong
Better keep a close eye on their order book because talk is cheap until those projects actually start bringing in the cold hard cash.
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