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IJM
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Stock AnalysisStock Analysis
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Worst Profit in >10 Years, but Rises 4% the Next Day
Net profit was dragged down by write-offs and FOREX losses. But management has a plan for value unlocking, disposing non-core assets, and exiting loss-making segments. Management projects up to RM3 billion in capital returns in the next 3 years if their plans are successful.
DoitDuit | Your Investing Friend, +1
Stock AnalysisStock Analysis
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IJM: Tactical Opportunity to Ride on DC Boom Plus Value Unlocking Exercises
IJM looks like a catalyst story in the making. The failed Sunway takeover may have become the trigger that forces management to unlock hidden value through asset disposals, potential spin-offs, and special dividends, while its construction arm continues to ride the data center boom.
DoitDuit | Your Investing Friend, +1