Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Sun, 5 Jul 2020, 7:21 PM

 

DON'T MISS!! THE VERY INTERESTING STORY OF NYLEX AS IT UNFOLD IN YEARS 2014 TO 2017, Calvin Tan Research

Author:   |    Publish date:


Hi guys,

Nylex is a memorable stock for Calvin & Friends

I first posted buy call for Nylex in year 2014 December

Please go to Nylex Forum & Scroll back all the way back to year 2014

See

 Posted by calvintaneng > Dec 23, 2014 10:05 AM Report Abuse X

NYLEX

Its Salient Factors

1) Price is 54.5 cents. NTA is RM1.50

Selling at 64% Discount to NTA

2) P/E is 8.9

3) Pays dividend

4) Will Greatly Benefit from Falling Oil Prices as It Manufactures Polymer Products.

This Is A Defensive Counter for Year 2015

What a memorable post!

More than 5 years now, Calvin is again recommending Nylex!!

 

See more comments

 

Posted by ks55 > Dec 23, 2014 11:12 AM Report Abuse 

In agreement with calvintaneng's view.
Dividend 3sen, buy at 55sen gives DY 5.5%.
If buy at 50 sen, DY is 6%.
Never fail to pay dividend for past few years.
Value buy and it is a defensive stock.

 

 Posted by calvintaneng > Jan 3, 2015 11:38 AM Report Abuse 

X

Oil Just Crashed Below US$53. Looks like it will go down further.

While it is bad for All Oil & Gas Companies it will be very good for Nylex.

Nylex is getting cheaper and cheaper materials for its polymer.

 

 Posted by lepaklangkawi > Jan 15, 2015 10:37 PM Report Abuse 

Oil slump to benefit plastics, petrochemical firms

The Malaysia External Trade Development Corporation (Matrade) says industries which use crude oil as main components in their products will benefit from the lower global crude oil prices. Its Chief Executive Officer Datuk Dr Wong Lai Sum said as an oil producing country, Malaysia will not be affected by the current scenario although certain industries like plastics and petrochemicals which use oil as feedstock would be more competitive.

"It is a double-edged sword, cheaper feedstock will drive the industry to grow further," she said. Wong said Matrade will organise 116 trade promotions to 46 countries this year, up from 108 missions last year. "Last year we performed well and generated RM27.7 billion in sales from trade promotion activities. "As for 2015, we should go forward, embark on new markets and go deeper into the markets," she said at a question and answer session after a briefing on Matrade's trade promotion activities for 2015 in Kuala Lumpur today.

She stressed the importance for Malaysian companies to collaborate with international players and sustain their presence in the international supply chain. "We also must be aware of global economic trends over the next six months," she said, adding Matrade is placing greater emphasis on more focused programmes in the Asean region. – Bernama, January 15, 2015.]]>

 

Posted by paperplane > Jan 28, 2015 10:44 PM Report Abuse 

Here come Nylex.

 

Posted by speakup > Oct 26, 2015 10:36 AM Report Abuse 

hantam je! buta money!

 

Posted by thesteward > Jan 14, 2016 1:24 AM Report Abuse 

sud be at least .65!

 

 Posted by thesteward > Jan 17, 2016 10:53 PM Report Abuse 

Wow thanks Calvin :-))

 

Posted by calvintaneng > Jan 18, 2016 2:27 AM Report Abuse 

X

GRAND MASTER CHAMPION SIFU DR NEOH SOON KEAN JUST BOUGHT 1.1 MILLION SHARES OF NYLEX (HIS COMPANY DYNAQUEST SND BERHAD IS TOP 11 SHAREHOLDERS OF NYLEX - SEE LATEST ANNUAL REPORT)

See WWW.DYNAQUEST.COM.MY

 

Posted by calvintaneng > Jan 18, 2016 10:09 AM Report Abuse 

X

Hi guys,

Dynaquest is managing over half billion ringgit for institutions. Once they start accumulating Nylex you won't see Nylex below 65 cents any more. While it's still just grab a little. Say 5,000 shares for less than Rm3,500.

Then see how Nylex perform. Those very sure better load up.

Going to Booming Iskandar now.

Bye bye

 Posted by Blacksails > Jan 18, 2016 10:50 AM Report Abuse 

Is nylex heavily geared; why low profit margin? Calvin?

 

Posted by calvintaneng > Jan 18, 2016 11:43 AM Report Abuse 

X

Youlee,

Nylex has been around for 20 years. Its profits accumulated as Real assets over the years. Its NTA has swelled to a high of Rm1.65.

Its gearing is still manageable as it expands to capture market share.

Now that ringgit has crashed against the yuan Nylex will even be more competitive going forward. And with TPP soon Nylex shall excel further.

 

 Posted by calvintaneng > Jan 18, 2016 11:47 AM Report Abuse 

X

With Iran cheap oil pouring into bloated world oil glut. Price will continue downward. Nylex will perform better.

All the prevailng favorable wind is now on Nylex side. With far sighted vision Value Investors take position ahead of all others.

 Posted by calvintaneng > Jan 18, 2016 11:58 AM Report Abuse 

X

See crude oil falling to $28 now. Nylex main ingredient is oil for resin and plastic polymer. Profits will increase.
Also Nylex exports for US$. Falling ringgit double booster.

 

 Posted by 10bagger10 > Jan 18, 2016 12:00 PM Report Abuse 

Y dint nylex show any increase in profit until now unlike others?

 

Posted by calvintaneng > Jan 18, 2016 1:33 PM Report Abuse 

X

10baggar10

This is a nice name!

Skpres was 9.5 cents in January 2009 when Dr Neoh recommended it. Now 13 baggars over Rm1.30

Daibochi was 49.5 cents. Over Rm5.00 now. Another 10 baggar.

How many baggar is Nylex? The latest stock pick of Grand Champion Master Sifu Dr Neoh Soon Kean?

Actually, if YOU READ CAREFULLY THERE IS AN INCREASE IN PROFIT, THOUGH HIDDEN FROM THOSE WHO READ CARELESSLY.

TOTAL ASSETS LAST QUARTER WAS RM626 MILLIONS

TOTAL ASSETS LATEST QUARTER NOW INCREASED TO RM654 MILLIONS - AN INCREASE OF RM28 MILLIONS.

So NTA Revised Upward from Rm1,56 to Rm1.65. A 9 CENTS INCREASE IN NET NET VALUE.

Another 2 cents distributed as dividend.

Learn to THINK NET NET LIKE THE SUPER RICH

The SUM TOTAL OF NYLEX ASSETS MINUS THE SUM TOTAL OF ALL ITS LIABILITIES = REAL NET NET VALUE!

THE INTRINSIC VALUE OF NYLEX IS AT LEAST RM1.00

THAT'S WHY DR NEOH IS QUIETLY TAKING POSITION.

WITHOUT FANFARE, NOISE OR HOO HA! HE MADE COUNTLESS MILLIONS!

 

Posted by leeno1111 > Jan 21, 2016 10:31 AM Report Abuse 

Hi, Calvin...from where you obtain the information that Dyna Quest is on board? Please enlighten...

 

Posted by repusez > Jan 21, 2016 10:51 AM Report Abuse 

can see dynaquest is top 11 share holder from annual report 2015 (nov2015), holding 1.1 million shares,

 

 Posted by TheContrarian > Feb 8, 2017 9:25 PM Report Abuse 

Watch Ancom also.

 

Posted by vcheekeong > Feb 16, 2017 9:31 PM Report Abuse 

Wild hope ..nylex become next scientex

 

 Posted by TheContrarian > Mar 9, 2017 5:36 PM Report Abuse 

Parent company of Nylex is Ancom.

 

Posted by member41 > Mar 24, 2017 4:48 PM Report Abuse 

Hit 84

 

Posted by sg999 > Mar 25, 2017 11:08 AM Report Abuse 

NEXT WEEK WILL BE RM1. BUY BEFORE TOO LATE!

 

 Posted by investor77 > Apr 4, 2017 5:24 PM Report Abuse 

Highly recommended counter, even by KCChong, where people move from Tguan to Nylex. Chart looks bullish.

 

 Posted by member41 > Apr 5, 2017 3:13 PM Report Abuse 

Boom 89

 

 Posted by Cockcroach > Apr 7, 2017 6:02 PM Report Abuse 

Bought in 85.5

 

Posted by member41 > Apr 13, 2017 10:35 AM Report Abuse 

915 yahoo

 

 Posted by kinkudes_hc > Apr 13, 2017 11:30 AM Report Abuse 

so fast.... missed boat

 

Posted by vcheekeong > Apr 20, 2017 7:03 PM Report Abuse 

Nylex very hard to predict..resistant at 0.925

 

 Posted by lkwah86 > Apr 26, 2017 11:54 AM Report Abuse 

QR will be release within this few days?

 

Posted by bracoli > Apr 26, 2017 5:37 PM Report Abuse 

super result. ha ha

 

 Posted by Cockcroach > Apr 26, 2017 5:47 PM Report Abuse 

Nylex's earnings incredible!! 270% up!! Tomorrow share price up at least 10%!!

Share price : 89.5c but NTA: 1.80

 

 Posted by vcheekeong > May 2, 2017 11:16 AM Report Abuse 

RM1.15 is not far away

 

Posted by Icon8888 > May 2, 2017 11:36 AM Report Abuse 

https://klse.i3investor.com/blogs/icon8888/121924.jsp

 

Posted by BigPunter > May 2, 2017 4:40 PM Report Abuse 

Target price is at least RM1.50

 

Posted by pang72 > May 15, 2017 10:04 PM Report Abuse 

csan nylex and samchem exactly same business. if samchem can be valued at 15x PE, imagine how much nylex is worth. nylex should be worth more than RM2. matter of time.
--------------------
actually samchem are much better fundamental then nylex

 

Posted by Cockcroach > May 15, 2017 10:08 PM Report Abuse 

Yes,,..Nylex already got its engine started

 

 Posted by Albukhary > May 16, 2017 1:31 PM Report Abuse 

Hi all, I'm joining Nylex this boat... This is the only chemical counter I have in my portfolio...

 

Posted by Cockcroach > May 17, 2017 8:07 AM Report Abuse 

I have nylex mostly at 0.60x,
Accumulated also at 0.945, 0.955, 0.985..... I have read their financials so i see it is safe and still cheap at this level to enter.
Tp: at least 1.30 then i will consider selling a bit

 

Posted by vcheekeong > May 22, 2017 11:05 AM Report Abuse 

Today close 1.08

 

Posted by applecider > May 22, 2017 4:22 PM Report Abuse 

regret sold at 0.96.

 

 Posted by warren buntut > May 23, 2017 8:53 AM Report Abuse 

lol buy back lor. expert here said can go 1.5

 

 Posted by Cockcroach > May 24, 2017 8:08 AM Report Abuse 

Bought in 1.02 yesterday

 

Posted by fireinvestor > Jun 9, 2017 11:13 AM Report Abuse 

just touched 1.10.. lets see if can sustain

 

 Posted by Cockcroach > Jun 14, 2017 12:15 PM Report Abuse 

Ailailiow

 

Posted by paktua73 > Jun 14, 2017 4:56 PM Report Abuse 

old man win bet 10000 unit at 1.12
just play play tiny one here

 

 Posted by Cockcroach > Jun 16, 2017 9:30 AM Report Abuse 

1.15!!!! Beauty

 

Posted by skyz > Jun 16, 2017 9:46 AM Report Abuse 

1.15, 1.16 and 1.17 quite substantial roadblock. probably day traders who has bought during the 1.11 zone earlier this morning

 

Posted by member41 > Jun 16, 2017 10:42 AM Report Abuse 

116 now

 

Posted by fireinvestor > Jul 6, 2017 9:20 AM Report Abuse 

1.18, 1.19 and 1.20 is huge... but if big boys wanna clear it, thats easy.

 

Calvin comments:

 

The above Story is very interesting & MEMORABLE WITH MANY INTERESTING COMMENTS BY MANY

 

THE PURPOSE OF BUYING NYLEX THEN WAS THE CRASH OF OIL PRICES THAT BOOSTED ITS PROFITS

THIS ROUND OIL HAS CRASHED AGAIN

BUT ANOTHER POWERFUL BOOSTER IS FROM ITS 5 MILLION LITRES OF 99.5% PURE ETHANOL = SO PRECIOUS AND VALUABLE AS SANITIZER TO FIGHT AGAINST COVID 19

SO NOW WE HAVE DOUBLE BOOSTER FOR NYLEX LIKE NEVER BEFORE!!

 

Nylex is now 79 sen

Target price is Rm1.50 to Rm1.80

Very possible

 

Best regards

 

Calvin Tan Research

Singapore

 

Please understand that NYLEX IS A CYCLICAL STOCK. BUT NOW BELOW RM1.00 STILL OK

PLEASE DO NOT CHASE NYLEX IF PRICE SHOULD CROSS RM2.00 ONE DAY UNLESS FUNDAMENTAL JUSTIFIES IT

Thank you

 

FURTHER NOTE

 

 Posted by calvintaneng > Dec 23, 2014 10:05 AM Report Abuse X

NYLEX

Its Salient Factors

1) Price is 54.5 cents. NTA is RM1.50

Selling at 64% Discount to NTA

2) P/E is 8.9

3) Pays dividend

4) Will Greatly Benefit from Falling Oil Prices as It Manufactures Polymer Products.

This Is A Defensive Counter for Year 2015

What a memorable post!

More than 5 years now, Calvin is again recommending Nylex!!

 

IN 2 YEARS  PLUS NYLEX GAINED MORE THAN 100%

NOW WITH TWIN BOOSTERS OF LOW CRUDE OIL PLUS ETHANOL FOR SANTIZER THE UPSIDE WILL BE FASTER & MORE POWERFUL

SO JUST BUY AND HOLD

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calvintaneng Anyone got get cheap Nylex below 80 sen?

If got

CONGRATULATIONS!!!

HOLD TILL PRICE DOUBLES!!
28/05/2020 12:13 PM
Mikecyc Referred to Q3 ended 29/2/2020 :

PPE = 149.865 million

Cash n bank balances = 62.409 million

Short term deposit with banks = 16.402 million

Long term borrowing = 35.006 million

Short term borrowing = 171.127 million

>>> Gearing ratio = 0.91

FY19 revenue = 1.560 billion , Loss = 0.2 %

FY20 (3Q) revenue = 0.906 billion , Loss = 0.5 %
28/05/2020 1:03 PM
Mikecyc Fermpro, a leading supplier of ethanol to the local market, invested in a new plant which was commissioned in June
2019. To facilitate the construction of this new plant during the financial year, Fermpro's production facilities were shut
down for several months. Consequently, Fermpro's PBT contribution fell to RM0.4 million compared with RM2.8 million
achieved in last financial year. We expect Fermpro's new plant to contribute to higher quality products and reducing
its unit cost of production in the next financial year.
28/05/2020 1:03 PM
Mikecyc Due to the new plant , Debt Gearing Ratio is gap up to 0.91 . The killing part is 83 % is of short terms borrowing.
28/05/2020 1:04 PM
Mikecyc Why FY20 (3Q) ended 29/2/2020 is LOSS more ?

Q4 will be worst due to Covid-19 and MCO started from 18/3/2020 ..
28/05/2020 1:05 PM
calvintaneng How can Covid 19 be worst for Nylex

Covid 19 will help boost demand for ethanol for sanitizer

Mikecyc better go see a doctor
28/05/2020 3:20 PM
Sansing Gloves fever not yet over,so no demand thus hard to move
28/05/2020 4:39 PM
Sansing Buy Comfort for fast money
28/05/2020 4:40 PM
calvintaneng I bought comfort at 88.5 sen and Supermax at Rm1.73

Sold comfort near Rm3.00 to buy Top Glove call warrant but keeping Supermax till now at Rm7.63

Only Nylex now at 81 sen still very cheap
28/05/2020 5:32 PM
calvintaneng Also bought Supermax C87 at 34.5 sen now amazing high at Rm2.34

They say good things not cheap and cheap things not good

Yes in real world

In share market is very different

Good stocks like Supermax was sold so cheaply at Rm1.73

And I expect one day as we look back and say the same about Nylex

Nylex at 81 sen will look like a bargain in next few quarter results
28/05/2020 5:36 PM
patrick8 Now all glove counters flying like hot cakes.
Even laggards, Careplus and Rubberex also fly.

Calvin, what is your take on Rubberex?
28/05/2020 5:40 PM
calvintaneng Patrick 8

Early April or end March I studied these 3 companies

1. Supermax
2. Comfort gloves
3. Rubberex

1 and 2 passed my scrutiny as both are into medical exam gloves

So I bought Supermax at Rm1.73 and Comfort at 88.5 sen
28/05/2020 6:33 PM
EngineeringProfit Many businesses have restarted......


......just any glove will do
28/05/2020 6:36 PM
EngineeringProfit ....
.as lomg as gloved following sop
28/05/2020 6:36 PM
calvintaneng Then I did a study on rubberex

To my surprise Rubberex account more solid

Only 2 things held me back

1. I saw rubberex not pure exam gloves but also sell industrial gloves

Only medical gloves are needed for covid 19. Since rubberex has mixed products it gave me mixed feelings

2. I saw again that rubberex made a huge loss of Rm60 millions when it closed it's vinyl factory in China

I worried that they might have siphoned money out

So with these two reservations I held back from buying rubberex at only 82.5 sen then

Alas

I was too careful so I missed Rubberex
28/05/2020 6:37 PM
calvintaneng Never mind as it turned out my choosing Supermax was superb and comfort not bad

So no regrets

Just hit some and miss some
28/05/2020 6:38 PM
patrick8 Ya, yesterday missed my price purchase due to lower rate and today shot up to 3 plus. Hit and miss , glove is really the only game in town.
28/05/2020 7:12 PM
makemoney1 Calvin should check KNM instead. The biggest Ethanol producer in SEA....they got impress ethanol plant in thailand
30/05/2020 5:55 AM
calvintaneng Makemoney1

Yes I read knm got sell ethanol in Thailand
Only thing I don't like is the management of knm

Knm was once a huge pump and dump stock like gpacket that caused many to lose lots of money

Better stay safe with Nylex because they are proven he honest business people
30/05/2020 8:55 AM
EngineeringProfit Agree with Calvin
30/05/2020 9:04 AM
jackfruit This company very badly manage. Just why they made a lost last quater. The management are not hungry for growth. Just pump n dump only.
30/05/2020 10:03 AM
calvintaneng Where is paktua?

Come back to Nylex now
01/06/2020 8:30 AM
Valerie Py Can I have Calvin’s phone number?
02/06/2020 10:46 PM
Valerie Py Need some advice from Calvin sifu
02/06/2020 10:46 PM
calvintaneng Posted by Valerie Py > Jun 2, 2020 10:46 PM | Report Abuse

Need some advice from Calvin sifu

You are welcome Valerie

Whataspp 014 6101668
02/06/2020 10:48 PM
calvintaneng Paktua should sell Hlt and come join Nylex bull run time now
04/06/2020 8:43 AM


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