Highlights
KLSE: TGUAN (7034)       THONG GUAN INDUSTRIES BHD Main : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
4.23   +0.05 (1.20%)  4.17 - 4.25  121,800
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Additional Listing

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Ann. Date Date Type Units Price Total NOSH View
21-Jun-2017 22-Jun-2017 Exercise of Warrants 480,200 1.500 128,561,610 Additional Listing Detail
16-Jun-2017 19-Jun-2017 Conversion of Loan Stocks 145,600 1.000 128,081,410 Additional Listing Detail
08-Jun-2017 09-Jun-2017 Exercise of Warrants 220,850 1.500 127,935,810 Additional Listing Detail
05-Jun-2017 06-Jun-2017 Conversion of Loan Stocks 1,402,062 1.000 127,714,960 Additional Listing Detail
01-Jun-2017 02-Jun-2017 Exercise of Warrants 206,650 1.500 126,312,898 Additional Listing Detail
23-May-2017 24-May-2017 Conversion of Loan Stocks 722,900 1.000 126,106,248 Additional Listing Detail
19-May-2017 22-May-2017 Exercise of Warrants 215,300 1.500 125,383,348 Additional Listing Detail
16-May-2017 17-May-2017 Conversion of Loan Stocks 632,900 1.000 125,168,048 Additional Listing Detail
09-May-2017 11-May-2017 Conversion of Loan Stocks 582,600 1.000 124,535,148 Additional Listing Detail
04-May-2017 05-May-2017 Exercise of Warrants 172,600 1.500 123,952,548 Additional Listing Detail
02-May-2017 03-May-2017 Conversion of Loan Stocks 52,250 1.000 123,779,948 Additional Listing Detail
25-Apr-2017 26-Apr-2017 Exercise of Warrants 169,650 1.500 123,727,698 Additional Listing Detail
18-Apr-2017 19-Apr-2017 Conversion of Loan Stocks 369,900 1.000 123,558,048 Additional Listing Detail
11-Apr-2017 12-Apr-2017 Exercise of Warrants 453,450 1.500 123,188,148 Additional Listing Detail
06-Apr-2017 07-Apr-2017 Conversion of Loan Stocks 2,626,700 1.000 122,734,698 Additional Listing Detail
31-Mar-2017 03-Apr-2017 Exercise of Warrants 157,050 1.500 120,107,998 Additional Listing Detail
29-Mar-2017 30-Mar-2017 Conversion of Loan Stocks 126,300 1.000 119,950,948 Additional Listing Detail
20-Mar-2017 21-Mar-2017 Conversion of Loan Stocks 99,000 1.000 119,824,648 Additional Listing Detail
10-Mar-2017 13-Mar-2017 Conversion of Loan Stocks 32,000 1.000 119,725,648 Additional Listing Detail
03-Mar-2017 06-Mar-2017 Conversion of Loan Stocks 8,961 1.000 119,693,648 Additional Listing Detail
28-Feb-2017 01-Mar-2017 Exercise of Warrants 12,550 1.500 119,684,687 Additional Listing Detail
23-Feb-2017 16-Feb-2017 Conversion of Loan Stocks 110,500 1.000 119,672,137 Additional Listing Detail
23-Feb-2017 08-Feb-2017 Conversion of Loan Stocks 165,600 1.000 119,561,637 Additional Listing Detail
25-Jan-2017 26-Jan-2017 Conversion of Loan Stocks 538,500 1.000 119,396,037 Additional Listing Detail
18-Jan-2017 19-Jan-2017 Conversion of Loan Stocks 294,500 1.000 118,857,537 Additional Listing Detail
13-Jan-2017 16-Jan-2017 Conversion of Loan Stocks 84,700 1.000 118,563,037 Additional Listing Detail
05-Jan-2017 06-Jan-2017 Conversion of Loan Stocks 171,800 1.000 118,478,337 Additional Listing Detail
28-Dec-2016 29-Dec-2016 Conversion of Loan Stocks 281,100 1.000 118,306,537 Additional Listing Detail
20-Dec-2016 21-Dec-2016 Conversion of Loan Stocks 79,900 1.000 118,025,437 Additional Listing Detail
15-Dec-2016 16-Dec-2016 Conversion of Loan Stocks 341,800 1.000 117,945,537 Additional Listing Detail
07-Dec-2016 08-Dec-2016 Conversion of Loan Stocks 112,750 1.000 117,603,737 Additional Listing Detail
01-Dec-2016 02-Dec-2016 Conversion of Loan Stocks 854,659 1.000 117,490,987 Additional Listing Detail
24-Nov-2016 25-Nov-2016 Conversion of Loan Stocks 680,503 1.000 116,636,328 Additional Listing Detail
17-Nov-2016 18-Nov-2016 Conversion of Loan Stocks 381,100 1.000 115,955,825 Additional Listing Detail
14-Nov-2016 15-Nov-2016 Conversion of Loan Stocks 499,500 1.000 115,574,725 Additional Listing Detail
08-Nov-2016 09-Nov-2016 Conversion of Loan Stocks 2,247,200 1.000 115,075,225 Additional Listing Detail
02-Nov-2016 03-Nov-2016 Conversion of Loan Stocks 372,050 1.000 112,828,025 Additional Listing Detail
27-Oct-2016 28-Oct-2016 Exercise of Warrants 2,000 1.500 112,455,975 Additional Listing Detail
25-Oct-2016 26-Oct-2016 Conversion of Loan Stocks 3,392,800 1.000 112,453,975 Additional Listing Detail
19-Oct-2016 21-Oct-2016 Exercise of Warrants 634,500 1.500 109,061,175 Additional Listing Detail
19-Oct-2016 20-Oct-2016 Conversion of Loan Stocks 1,399,400 1.000 108,426,675 Additional Listing Detail
14-Oct-2016 17-Oct-2016 Conversion of Loan Stocks 394,500 1.000 107,027,275 Additional Listing Detail
12-Oct-2016 13-Oct-2016 Conversion of Loan Stocks 1,346,900 1.000 106,632,775 Additional Listing Detail
14-Sep-2016 15-Sep-2016 Exercise of Warrants 14,875 1.500 105,285,875 Additional Listing Detail
27-Jan-2016 29-Jan-2016 Exercise of Warrants 58,750 1.500 105,271,000 Additional Listing Detail
17-Nov-2015 18-Nov-2015 Exercise of Warrants 750 1.500 105,212,250 Additional Listing Detail
31-Oct-2014 03-Nov-2014 Others 7,000 1.500 105,211,500 Additional Listing Detail
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  9 people like this.
 
fattycat continue holding ^^
31/05/2017 12:57
31/05/2017 13:54
lloydlim Buy buy buy, buy below 4.00
31/05/2017 14:47
Cornerstone buy or bye? haha
31/05/2017 14:48
riskabsorber Operational risks

(i) volatile plastic resin prices,
(ii) foreign currencies risk,
(iii) lower-than-expected contribution from its China- based subsidiaries, and
(iv) lower-than-expected margin.

Summary from an invitation talk by the Director

- control 12% rubbish bags sales in Japan, export 80% sales to oversea (Foreign currencies risk as the RM is strengthening)
- bought 16 acres land in sg petani, plan double turnover in plastic packaging in 10 years stretch film export to more than 60 countries rubbish bags consist of 25% sales for the group PVC Wrap new factory with 8 lines production in 2017 (volatile plastic resin prices and lower margin)
- R&D co NEWTON to help develop new products (new investment? uncertainty on ROI)
- Tea and coffee division will continue to grow (based on the Mar'17 quarterly result, profit margin dropped drastically on these division)
- Organic noodle (Golden Noodle ) and baby noodle to market it to china (lower contribution from China market as not easy to venture into China food market, expected to incur losses or lower margin from initial stage)
- Marche master franchise business Opening soon in pavilion KL (never mentioned in quarter result)
- Try to enhance branding by moving up value chain to avoid competing with SCIENTX (merged with GW Plastic in 2013) (vision 2020)

** in the pipeline to have bonus issue (too late to announce bonus issues as investors already fed-up
31/05/2017 16:26
michaelwong One day urine and three days shits is all investors in tguan learned a lot . 2morrow another monthly period day for Tguan shares . ...... red . ....red .....and a sea of red hibiscus . .....wtf man !
01/06/2017 22:56
Bizfuneng Pls go ahead and dump to make the share price cheaper. I am hungry if dropped to a cheaper price. Tq in advance.
01/06/2017 23:04
kchia we can see a lot of sohaisssss commenting shit here. lol
they are not investor, they are speculators and gamblers.
02/06/2017 10:09
excelyou Tguan lack of corporate exercise.
02/06/2017 13:09
Chan SauWei Continue sleep for next few months
02/06/2017 17:41
lloydlim Waiting..... at 4.00
04/06/2017 23:38
chankp7010 Yistock please write something about TGuan latest QR. If TGuan QR is poor, fair or good, we can at least do some judgment based on what you have to say. Thank you in advance.
06/06/2017 11:23
YiStock Hi Chan, How do you think latest Q report?

Posted by chankp7010 > Jun 6, 2017 11:23 AM | Report Abuse

Yistock please write something about TGuan latest QR. If TGuan QR is poor, fair or good, we can at least do some judgment based on what you have to say. Thank you in advance.
06/06/2017 11:27
KCLiew Yistock please write something about TGuan latest QR + 1
06/06/2017 11:30
kai8994 I think the management has talked a lot about the outlook, the new prod lines will only start in September. And Kenanga has upgraded their TP to RM5+ after the latest quarterly result.

The management has already done what they can in expanding the business operation. No body likes to wait, but that's exactly what it requires now :)
06/06/2017 11:53
YiStock Well agreed. The usual norm of raw mat price fluctuation (as it happened again in Q1 2017), forex, and once in a while impairment are things that affecting Thong Guan bottom line since many many years back and will continue to do so in future.

While the management continue to moderate or minimize those factors, the real solid organic growth has kicked in.

2nd nano line will probably start contributing in Q3 17 to further push the gross and net margin.

"No body likes to wait,but that's exactly what it requires now :)"kai8994


Posted by kai8994 > Jun 6, 2017 11:53 AM | Report Abuse

I think the management has talked a lot about the outlook, the new prod lines will only start in September. And Kenanga has upgraded their TP to RM5+ after the latest quarterly result.

The management has already done what they can in expanding the business operation. No body likes to wait, but that's exactly what it requires now :)
06/06/2017 12:02
Chan SauWei Just collect if price drop... accumulating time now if have excess fund
06/06/2017 12:57
chankp7010 Thank you Yistock. I really appreciate your quick response. Other than raw material price up, forex losses, impairment for receivables (once in a while) you feel that TGuan is doing well and progressing according to plans. What about the organic food with China as a partner? Do you feel comfortable and profitable in years to come?
06/06/2017 15:59
Invest1188 Tguan growth story is limited or a big over
07/06/2017 00:45
Invest1188 Share will price gain will be limited unless the company more generous on dividend, if not the PE will be forever low at 10, look at scgm, tomypak and bpplas, all have high PE because they distribute more than 50 pct profit as dividend, like it or not fund manager like this stock, dun waste time with tguan
07/06/2017 00:48
riskabsorber Hi YiStock, just want to ask about your opinion. Does it make sense for such good company - making constant profit, decent dividend and growth but the share price can stagnant for more than a year? All this while the management (older generation) hesitate to give much publicity (invest talk) to the investors. However, the management (younger generation) keep promoting through invest talk, newspaper to boost the confidence of the shareholders. Just would like to hear your points. Thank you.
07/06/2017 11:33
YiStock Chankp, the organic noodle is a new venture and expansion on production has just completed. Management guidancre is to take 3 years to spin it off. While waiting for meaningful numbers to kick in, the focus will still very much on plastic segment. My opinion.
07/06/2017 19:42
YiStock Riskabsorber, for tguan case, quite obvious liquidity is serious problem. Management well aware of it. Perhaps they are waiting for right timing. I would suggest let the expert do the thinking. In this case, the tguan management. We are not expert, theoretically.

Q2 17 i hope forex is not a big issue to them.
07/06/2017 19:52
riskabsorber Thanks YiStock, however, is liquidity really matters? KESM only have 40mil shares but the share price is like skyrocketing. For us, I believe you're the expert and your opinion can influence most of the inactive shareholders.
08/06/2017 11:57
Victor Tan Tguan will go up, it is just a matter of time. Don't time your profits. This is also partly a warrant issue.
08/06/2017 22:35
riskabsorber During this bullish market and yet Tguan's share price can still drop for few days though 2cents to 5 cents at times. Very clear cut that the insiders are selling and plan to buy back after the quarterly result announcement.
13/06/2017 12:08
13/06/2017 12:35
chankp7010 Judging from TGuan share price movements, TGuan has failed to attract potential investors and cannot retain existing shareholders. The Board and management are trying so hard with their investors' public relation and publicity to promote TGuan. The results so far confirm that it will not bear fruit if the bottom line has not improved.
13/06/2017 16:00
fattycat aiyaya >< drop so much today @@
13/06/2017 17:14
ltg100y Agree with chankp7010. I believe the net profit not increase compare to Q1 2016 and consecutive 2 quarters drop make the shareholders disappointed and sell their shares. If check further, in Q1 2016 report, the company mention they has started 33 layer nano stretch film, 5 layer blown film but 1 year later why their profit still the same? Are this mean that nano-stretch film not as good as the management said before?
13/06/2017 17:14
HuatRex Downtrend stock. Luckily I sold off before qr
13/06/2017 21:50
michaelwong Luckily I sold off too if not I will be loosing more . Consider quite lucky without loosing the time when sold.
13/06/2017 22:46
riskabsorber The size of the machine for nano stretch film is smaller than the traditional type of blown film, but it will cost more expensive too. The main reason for this inactive share price movement is still go back to the basic, which is the raw material price movement. Nano stretch film can give higher margin or cost efficiency, but the accelerated depreciation of old assets also will deplete the margin. Q1 2017's result is quite decent, lower free cash flow due to high capex (13mil) in plastic sector. Capex in food sector only 400k which is too low in expanding the organic food to China. As Yistock mentioned, the board still focusing on the plastic segment rather than food segment. If you are expecting this counter to move to RM5 in this year, the only possible is to announce corporate exercise in August/November. If only based on the profit growth, might be another 2 years. This is just my point of view. Thank you.
14/06/2017 12:01
longkanginvestor Slow and steady counter.I have been holding for few years.This is the kind of counter that u can buy and dun need to monitor all the time
14/06/2017 12:24
YiStock For KESM case, I just check on the chart, let use 23 May 2016 price RM 4.08 as based. It surged to RM 15 on 5 Jun 2017. A total of 267% net gain. T

The earning for past 5 quarters is 7.6 mil --> 8.0 mil --> 10.0 mil --> 9.9 mil --> 10.6 mil...from 7.6 mil surged to 10.6 mil, is only about 39% (7.6 mil vs 10.6mil)

If you noticed here, a 39% surge in earning propel 267% surged in share price? Obviously a big buyer willing to pay much higher PE for KESM. One simple reason i can think of is the 40 mil outstanding shares. It is super LIGHT WEIGHT TO OWNED. Most importantly, before I want to buy, i need to have cash, and i need to have inner connection.

My understanding can be right, can be wrong.

I also hope Tguan can skyrocketing, but unfortunately we have not meet the rich guy who willing to buy at whatever PE and earning now, but we do have one rich old man keep disposing. Hopefully, when he sold all, then the share price will move upward.


Posted by riskabsorber > Jun 8, 2017 11:57 AM | Report Abuse

Thanks YiStock, however, is liquidity really matters? KESM only have 40mil shares but the share price is like skyrocketing. For us, I believe you're the expert and your opinion can influence most of the inactive shareholders.
14/06/2017 13:03
riskabsorber The rich old man left 430k shares in end of March and I believe he has successfully sold it above 4.40 in April/May.

Thanks for your summary on KESM, the earning for past 4 quarters almost 90sen, PE still reasonably at 17. I should not compare KESM with Tguan as both are different in term of management/industry. Sorry to cause confusion. Let's find a like for like comparison. Can you suggest which counter can compare to Tguan in similar sector ?
14/06/2017 13:55
kai8994 Similar players in this sector are BP Plastic, SLP, or Scientex (has property division).

In term of share price I believe none of them (except Scientex) had performed well for the past one year.
14/06/2017 16:13
WarrenColdeye Sunway bonus and warrant issue! Go go go!
15/06/2017 00:30
Chan SauWei Nice company exercise for Sunway... Wish tguan also follow the step
15/06/2017 14:21
riskabsorber Sunway corporate exercise is as per planned. They wait until the warrant expired/fully subscribed. As I mentioned before, Tguan still has other derivatives (Warrant and Loan Stock), is not easy for them to get the perfect timing to announce the corporate exercise. Bonus issue will affect the existing warrant price/exercise price.
15/06/2017 15:22
mjsim1990 I don't believe the old man is disposing, but rather the downtrend is caused by dilution of share due to constant conversion of loan stock by directors. Directors have been converting millions and millions of shares nonstop
19/06/2017 18:07
michaelwong Getting lower and lower of the day....... luckily sold all the mother shares with minimum profits.
Now still holding some warrants all buying above 3.16 average down. Got to dump inside the refrigerator to freeze it for how long no one can predict.
20/06/2017 18:01
Chan SauWei Suspect next QR may not so good....USD drop 5-8% if compare last quarter
21/06/2017 12:50
LionKingKong Anyone knows TGUAN has how much more warrant and ICULS?
21/06/2017 16:11
ltg100y Really disappointed, regret did not sell it before quarterly result...
anyone who still look good at Tguan, pls buy in more to support the price, thanks in advance!!!
21/06/2017 16:55
Chan SauWei I had sold out all around 4.40++..will buy back later...
21/06/2017 17:30
longkanginvestor Start to nibble again :)
21/06/2017 18:13
George888 2018 might be Tguan year as the company should fully commission all machineries by Dec 2017. I like the company double digit sales growth. Though I take note that its profits didn't grow, but sooner or later the company will find ways to turn higher sales > higher profits. Just a matter of time.

With sales to increase further in 2018, I expect its profits to grow too. Hopefully with some corporate exercise then.
22/06/2017 17:20
khuen Bought today, hope the expansion and bonus issue will be taken place as promised.
22/06/2017 20:56
longkanginvestor Long term tguan never disappoint
23/06/2017 16:30


 

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