Danco's metal stamping unit start receiving many order from Air conditioner customer.
Recently weather too hot, air conditioner business super good.

Superlon, one of the best performer in my portfolio.

If Top Glove sales can increase 10% from RM493mil to RM550mil, then I believe other glove company (i.e. Harta, Kossan) which have higher plant utilisation could have higher sales increase, at least 20-30% compare to last quarter.

No doubt SAB is a very undervalue company, as its asset value can easily worth RM12-15 per share.
However, I am really doubt whether I have longer life than the management. I worry that until the day I pass away, the share price is still controlled by them at below RM4, and dividend is 5sen per year.

P/S: I have been hold SAB for more than 10 years. From single till married till have few kids, SAB price still below RM4, even though the land price in Kota Kemuning has at least double or triple up during that 10 years.

This Sendai make me remember 15-20 years ago there is a company named LCL.
Those who have 20 years experience in Bursa should remember this company.

Take profit on POWERWELL, and bought into CABNET.
I believe CABNET have higher potential to achieve 100-200% gain, as the floating share is not much.

I owned both YBS and PPHB.
Both counter share price are very close to each other.

PPHB :-
Pro - Solid Business, Solid Asset, Cash Rich, High Profit, Low PE, potential of bonus issue
Cons - Low dividend, share price hardly move up, lack of catalyst for future growth

YBS
Pro - Big project with Enovix, bright future, potential to become multi-bagger like Genetec.
Cons - High PE, risk & uncertainty on Enovix project, huge capital layout, potential of right issue

As PPHB is share price is growing too slow, always tempted to shift all fund into YBS. Buy YBS is very high risk, until today YBS Quarter Report / Annual Report yet to announce any development about Enovix.

Based on my own research, SUBUR is the best target for privatisation. As the share price and the NTA has enough room to create a win-win privatisation for both Acquirer and Seller.

Current share price : RM0.89
NTA : RM3.50

If the Acquirer offer RM2.20, I believe most of the minority shareholder will accept the offer, as there is a handsome profit of RM1.30.

Same for the Acquired, the NTA of RM3.50 vs RM2.20 offer price, there is also a gain of RM1.30.

Good News, LKC is leaving Ekovest.
As mentioned before, Ekovest will be fully controlled by LKH, and LKC will go back to his own Lim Seong Hai Berhad.

That why for the past few months, LKC keep selling its share in Ekovest, because he will be out of the picture soon.

TDM is back on track, heading to its Wawasan 2030.

Below is quote by TDM's chairman before :-

"Under the group's transformation model, TDM hopes to attain a market capitalisation of RM2bil, RM100mil in annual dividend and RM1bil in revenue".

Something is brewing... Please put this counter on your watch list.

All I can say is : BECAREFUL.
Always look at the real value of the company, look at the business, fundamental, how much profit the company can generate.

T

Do more homework ya...
Some of you maybe first come to know about this counter, and you google a bit and found some bad news, then you automatic ignore this counter.
But we are different, we are monitoring TDM since Year 2008, we have earn few hundred thousand from TDM, also loss few hundred thousand on it also... we monitor TDM is like monitor a kid, we donno this kid grow up will be a good man or bad man, but we monitor him, we see how he made mistake, and how he corrected the mistake... we see this kid is telling lies or truth, we see how he working with which party, we read every single news, every single announcement, every single corporate movement, and we analyze it through various of source.

In stock market, some investor can outperform other investor, put aside luck, the key factor will knowledge and experience.
Everybody know how to read news, but not many know how to analyze the news, because to analyze a news, you need to have a lot of industry knowledge, legal knowledge, case study, experience, understanding human behavior.

Closed at RM0.255.
Next week can challenge new high 30sen

last chance to buy

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.
More to come....
At least worth RM0.40

Superb Result.. EPS 4.86sen per quarter

Give time for LKH to complete its corporate restructuring.
Once everything done, the share price will automatic go up.

Don't worry la.
This company 200% will be double in next few years.
Just buy more when it drop, then dont bother it, sure will double / triple in next few years.
Now market capital only RM1,409mil.
You look at WCE, that small company also have RM3,000mil market cap.
For me, just the DUKE 1,2,3 and SPE, it worth at least RM6,000mil market cap (after diluted the EPF portion)

Good profit and generous dividend of 2sen.
This proof that THPLANT is a company with continuous improvement.

Oh no... Big Loss.. Hope not drop below 52sen.

560,000 units x 1.5sen = RM8400
Not bad...

TDM, 披着种植股皮的医疗股。
TDM, the Healthcare Counter that wearing a Plantation Counter skin.

Loss is good, when Ekovest share price sink below 45sen, then I believe all Ekovest shareholder will accept the proposal proposed by LKH, whereby they can issue share at 60sen to acquire Knusford and IWCIty...etc.

Because when Ekovest share price above 60sen, all shareholder will reject the proposal, they will said not fair, 60sen to cheap....etc.

Parkson have 1,150mil share.
If you have 1%, meaning you are holding 11.5mil share of parkson.
Cool!

Meaning, if there is no much change is the poftfolio, next quarter (31 Mar 2024) you will see the NTA increase by another 30sen, from RM1.86 to RM2.16.

This company has no debts, and have RM60mil cash in bank.

i) The Company has acquired quoted investments amounting to RM22.80 million as announced on 21 February 2024.
ii) The aggregate fair value of the Group’s investment portfolio as at 26 February 2024 was RM60.08 million higher compared to the reported fair value as at 31 December 2023.

Money X

NO LIMIT UP, and DROP FURTHER... HAHA

POTENTIAL FOR LIMIT UP... ANOTHER PELIKAN, CRESCENDO?
EPS = 25sen
Share price = 46sen
Net Profit = 26Mil
Market Cap = 47mil
Cash in Hand = 46mil
NTA still have RM1.37

GOOD RESULT

This one tomorrow will be LIMIT UP?

Count down...

As a minority shareholder, what we looking is ROE.
If management not willing to distribute the profit, then management must do something with the cash pile.
Expand the business, so company can earn more money, then share price can go up.
If you just keep the money, no expansion, no dividend, then how share price can move.

For me, I think PPHB management is very good in hotel management business, their PRESTIGE HOTEL is very well managed, every customer that stay there before all very satisfy.

In this scenario, I think company should setup another hotel, and duplicate the management to 2nd hotel.
Penang tourism business is booming, company really should consider to expand on the hotel business.

1.5sen dividend, not bad.
So whole year dividend is 2.25sen.
Based on 4% dividend yield, Danco share price should be worth 56sen.

Minimum should have dividend policy of 40%.
So RM48mil x 40% = RM19mil for dividend.
RM19mil / 266mil = around 7sen per share

Very good earning company, but super kiamsiap.
0.375sen dividend.
Based on 266mil share, 0.375sen is just equal to RM1mil dividend payout.
The company is having PAT around 48mil per year, and announce RM1mil as dividend.
Really should award a MOST STINGY COMPANY award to PPHB.

Hexcare QR result proof that Eddie Ong is just a punter, not a real business man.

Source: Data shows that government servants debts ratio has beyond the capability to repay, and the high debt repayment ratio has impacted those servant's daily living cost (i.e. more than 60% of their monhtly salary has been deducted for loan repayment, so left 40% for living cost and this 40% is not sufficient as living cost is increase). Government is studying some new regulation to control the debts repayment.

Danco has 443mil share, and it has RM100mil cash in bank.
Hopefully the boss can be generous announce 1.75sen dividend for this quarter (last year is 1.25sen), so make it annual dividend 2.5sen.
433mil x 1.75sen = RM7.5mil only (as Danco has RM100mil cash, so 7.5mil should not have any impact on its cash flow).
Once the annual dividend become 2.5sen, then based on standard dividend yield of 4%, Danco share price should be around 60sen.

The QR looks bad from outside, but after study in detailed, you will realize that actually it is not bad.
After remove the one-off impairment loss, actually Kossan operating profit is still the best.

From this QR we can confirmed that the worst for Glove Companies has been passed. Moving forward, it will only be better.

重组不可能那么快，最少也要等多5-6月才会看到一点进展。
耐心守住这支股吧，只要你能守个2-3年，政治保持稳定，最少都能翻一倍。
很多时候，财富是靠守出来的。
趁现在股价还在底部，慢慢买，慢慢守，剩下来的就交给时间。

Count down for QR...
If share price can maintain this level, then QR expected to be good.

Tomorrow may be can touch RM1.10.

This counter I have been cultivate for few years d.. Every month watering and fertilizer it. Now it start to bear fruit.
Not sure the fruit will be Kampung Durian (RM1.20), or D24(RM1.50), or Musang King (RM2) or Black Thorn (RM3)

Yup, once all plantation stock have surge up, very soon MBL will be follow.
Minimum TP is 50 sen.

Breakout 21sen...
Michael Kwok TP RM0,25 will be achieved soon.

Heng ah... Ong ah.... Huat ah.....

If NVDIA share price reach USD1000, the company who benefited is not YTLPOWER, but is HEXZA.
HEXZA still hold 20,000 units of NVDIA share.
20000 x USD1000 x RM4.75 = RM95mil.
Based on its original investment cost of USD90, HEXZA will have a gain of USD910 x 20000 x RM4.75 = RM86mil.

Erm.. feel like YTLPOWER forum is similar like TOPGLOVE forum in Year 2021, whereby there is a group of investor believe TOPGLOVE share price will go up further (with the supporting of forecast earning, fact & figure). At the same time, there is another group of investor keep arguing that TOPGLOV is over-value, price will go down soon, PE is too high, abnormal earning will end soon...