Resintech Berhad

@BrunoBoon $PANTECH / 5125 (PANTECH GROUP HOLDINGS BERHAD) $RESINTC / 7232 (RESINTECH BERHAD) $KKB / 9466 (KKB ENGINEERING BERHAD) all come to mind as well.

I think the development of new water treatment plants have been in the talks for a long long while. Besides that, there is focus to reduce NRW, or wastages, by upgrading and replacing old pipe infra.

$RESINTC / 7232 (RESINTECH BERHAD) forms JV with Sarawak to open a trading business in the state

https://cutt.ly/QeTWspXJ

@terence775 was looking at $RESINTC / 7232 (RESINTECH BERHAD) earlier this week and it flew up quietly

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MR TEH LENG KANG

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MISS WEI HWEI HONG

Changes in Director's Interest (Section 219 of CA 2016) - MISS WEI HWEI HONG

Changes in Director's Interest (Section 219 of CA 2016) - MR TEH LENG KANG

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MISS WEI HWEI HONG

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MR TEH LENG KANG

Changes in Director's Interest (Section 219 of CA 2016) - MISS WEI HWEI HONG

Changes in Director's Interest (Section 219 of CA 2016) - MR TEH LENG KANG

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MR TEH LENG KANG

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : Dealings Outside Closed Period

Changes in Director's Interest (Section 219 of CA 2016) - MISS WEI HWEI HONG

Changes in Sub. S-hldr's Int (Section 138 of CA 2016) - MISS WEI HWEI HONG

Changes in Director's Interest (Section 219 of CA 2016) - MR TEH LENG KANG

MEMORANDUM OF UNDERSTANDINGMEMORANDUM OF UNDERSTANDING BETWEEN RESINTECH PLASTICS (SARAWAK) SDN. BHD., A WHOLLY OWNED SUBSIDIARY OF RESINTECH BERHAD ("THE COMPANY") OR "RESINTECH") AND SEDC ENERGY SDN. BHD.

Quarterly rpt on consolidated results for the financial period ended 31/03/2024

MEMORANDUM OF UNDERSTANDINGMEMORANDUM OF UNDERSTANDING BETWEEN RESINTECH PLASTICS (SARAWAK) SDN. BHD. A WHOLLY OWNED SUBSIDIARY OF RESINTECH BERHAD ("THE COMPANY" OR "RESINTECH") AND SEDC ENERGY SDN. BHD.

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSRESINTECH ("RESINTECH" OR "THE COMPANY") - SHARE SALE AND PURCHASE AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF 100% OF THE TOTAL ISSUED AND PAID-UP CAPITAL OF FORWARD METAL WORKS SDN. BHD.

TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONSRESINTECH ("RESINTECH" OR "THE COMPANY")
- SHARE SALE AND PURCHASE AGREEMENT IN RELATION TO THE PROPOSED ACQUISITION OF 100% OF THE TOTAL ISSUED AND PAID-UP CAPITAL OF FORWARD METAL WORKS SDN. BHD.

About 2-3 months ago, I wrote about the underlying themes that I noticed at play, which in my opinion have some real economic value being generated and are not zero sum games. You can read that short musing here: https://cutt.ly/EwBnXAIM

Another group of companies that could be worth looking into is...
Water infrastructure suppliers.

We all know that the tariffs for water had just been increased on average by 22 sen per m3. @GoldieLoh had been covering PBA brilliantly as the water supplier of Penang and how they benefit from the revision.

From publicly available information, we know that a portion of the increased revenue should be channeled to improving water infrastructure, and to reduce NRW. This includes replacing old/worn out pipes, building new treatment plants, and so on.

Engtex had been highlighted by a few research houses as the prime beneficiary, and indeed their share price has already gone up by close to 100% since a few months back.

But, other than Engtex, there are a few other players manufacturing or distributing a variety of steel, iron, and polymer pipes and valves commonly used in the water infrastructure works.

To what extent they will benefit from this trend, you'll have to do your further due diligence. But let me just tag these companies here for your own further action:

$YLI / 7014 (YLI HOLDINGS BERHAD)
$RESINTC / 7232 (RESINTECH BERHAD)
$UNIMECH / 7091 (UNIMECH GROUP BERHAD)
$UNITRAD / 0247 (UNITRADE INDUSTRIES BERHAD)
$FITTERS / 9318 (FITTERS DIVERSIFIED BERHAD)
PANTECH

and so on...

Which will benefit most or substantially? And how would they return profit to shareholders?

I would evaluate them based on that. Good luck!

$RESINTC / 7232 (RESINTECH BERHAD)

Quarterly rpt on consolidated results for the financial period ended 31/12/2023

MEMORANDUM OF UNDERSTANDINGMEMORANDUM OF UNDERSTANDING BETWEEN RESINTECH PLASTICS (SARAWAK) SDN. BHD., A WHOLLY OWNED SUBSIDIARY OF RESINTECH BERHAD ("THE COMPANY" OR "RESINTECH") AND SEDC ENERGY SDN. BHD.

Quarterly rpt on consolidated results for the financial period ended 30/09/2023

MEMORANDUM OF UNDERSTANDINGMEMORANDUM OF UNDERSTANDING BETWEEN RESINTECH PLASTICS (SARAWAK) SDN. BHD., A WHOLLY OWNED SUBSIDIARY OF RESINTECH BERHAD ("THE COMPANY" OR "RESINTECH") AND SEDC ENERGY SDN. BHD.

Change of Company Secretary - ELIZABETH ALLISON DE ZILVA