As planned, we disposed some Censof at average of RM 0.635 and switched to Gadang at RM 0.940. We start to re-look into Gadang due to its plan to switch its business to recurring rather than project based. We will power plant acquisition is positive even thought is minor. We like this business concept. Further, order book on hands are good enough for Gadang to be busy for the next few years.
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