SCHEDULE: ARB IOT Group: Major Shareholder Boosts Stake

Dato' Sri Liew Kok Leong and Ukay One Sdn. Bhd. increased their beneficial ownership in ARB IOT Group Limited to 27.1% through recent open market purchases.

Summary

• Dato' Sri Liew Kok Leong and Ukay One Sdn. Bhd. filed an Amendment No. 1 to their Schedule 13D, disclosing increased beneficial ownership in ARB IOT Group Limited.
• As of August 6, 2025, Dato' Sri Liew Kok Leong beneficially owns 478,024 ordinary shares, representing 27.1% of the outstanding shares.
• Ukay One Sdn. Bhd. beneficially owns 326,842 ordinary shares, representing 18.5% of the outstanding shares.
• The percentages are calculated based on 1,765,256 ordinary shares outstanding as of August 6, 2025.
• Ukay One Sdn. Bhd. acquired a total of 218,469 ordinary shares on the open market using personal funds across three dates: 86,288 shares on August 1, 2025; 54,395 shares on August 4, 2025; and 77,786 shares on August 5, 2025.
• The acquisitions were for investment purposes, and the reporting persons have not made proposals or entered into agreements related to changes in control or corporate structure.

Sentiment

Score: 7

Explanation: The increased stake by a significant shareholder suggests strong confidence in the company's value and future prospects, which is generally a positive signal for investors. The filing does not contain any negative information.

Positives

• Increased insider ownership by a significant shareholder, Dato' Sri Liew Kok Leong, and an associated entity, Ukay One Sdn. Bhd., signals confidence in the company's future prospects.
• The open market purchases indicate a belief that the shares are undervalued at current market prices.

Future Outlook

The filing does not provide any forward-looking statements or guidance beyond the stated purpose of the transactions being for investment.

Industry Context

This filing indicates a significant shareholder's increased confidence in ARB IOT Group Limited, which could be seen positively by the market, especially if the broader IoT industry is experiencing growth or consolidation. It suggests a belief in the company's position within its sector.

Comparison to Industry Standards

• This filing is an ownership disclosure and does not contain performance metrics for comparison. The increase in stake by a significant shareholder is generally viewed positively, aligning with common investor sentiment that insider buying signals confidence.

Stakeholder Impact

• Shareholders: Increased confidence due to insider buying, potentially leading to positive share price movement.
• Employees, Customers, Suppliers, Creditors: No direct impact mentioned in this ownership filing.

Key Dates

Recommendation

The filing indicates a significant increase in beneficial ownership by a key shareholder and an associated entity, signaling strong insider confidence in ARB IOT Group Limited. This is generally a positive indicator as it suggests the insiders believe the stock is undervalued or has strong future prospects. However, this Schedule 13D/A filing does not provide detailed financial performance, strategic updates, or future guidance that would typically support a "buy" recommendation. Without a broader understanding of the company's operational health, competitive landscape, and growth drivers, the increased stake primarily serves as a vote of confidence. Therefore, a "hold" recommendation is appropriate, acknowledging the positive insider action while awaiting more comprehensive financial and operational data to assess the company's fundamental value.

Keywords

ARB IOT Group Limited, Schedule 13D, Shareholder, Beneficial Ownership, Insider Buying, Open Market Purchase, Dato' Sri Liew Kok Leong, Ukay One Sdn. Bhd., G0447T118