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  EatCoconutCanWin If giving 15x EPS FY20 of 4.6 , the TP only RM0.70 ..overpriced now. 24/09/2019 6:23 PM toomaker Won't go back to 0.7 anymore, at the time losing money only go until 0.8. How come can go down until 0.7. 24/09/2019 6:32 PM  James Ng https://klse.i3investor.com/blogs/general/226700.jsp [转贴] [SCGM BHD：由于对食品和饮料包装的需求仍然旺盛，集团通过新的古来工厂将年产能从4100万公斤提高到6760万公斤，从4100万公斤提高了64.9％] - James的股票投资James Share Investing 25/09/2019 4:36 PM  dknycom https://www.youtube.com/watch?v=md99gSYtoUM&feature=youtu.be&fbclid=IwAR1wnTdQ3EmaHx1CIyYk2HcBzUi5suszkXYM-6RfGnx4cN3eJnoNduOuytA 27/09/2019 9:48 AM Michael Kwok X Michael Kwok TP Rm1.35-rm1.40(worst case scenario) 24/09/2019 3:48 PM 03/10/2019 12:11 PM Smart Beginners i can say lot's of people waiting this counter pullback then only entered. I can say is if you keep on waiting, the price will always keep going up. But only you entered, the price will go down hahahaha 04/10/2019 2:20 PM dknycom https://www.youtube.com/watch?v=md99gSYtoUM&feature=youtu.be&fbclid=IwAR1wnTdQ3EmaHx1CIyYk2HcBzUi5suszkXYM-6RfGnx4cN3eJnoNduOuytA 19/10/2019 12:06 PM dknycom • Technically speaking, yesterday’s breakout indicates the uptrend channel is still intact given the positive signals and buying momentum, potentially heading towards the RM1.70 level. • As such, resistance levels are seen at RM1.50 (R1) and RM1.70 (R2). 19/10/2019 12:07 PM zakaria444 The group has been under margin pressure for 10 straight quarters since the third quarter (3Q) of FY17 as rising operating costs have outpaced sales growth. The group even registered unprecedented losses at the gross level in the most recent 4QFY19. Resin, which made up at least 60-70% of total operating costs, saw a 9% year-on-year (y-o-y) rise. Fixed costs such as depreciation, upkeep, utilities and labour, jumped 22% y-o-y following commencement of the new Kulai plant. Remaining costs that are related to administrative, selling and marketing expenses rose 2% y-o-y 07/11/2019 5:11 PM Michael Kwok A trusted name.Its reach from rm 1.05 to rm 1.40.Please read. Michael Kwok TP Rm1.35-rm1.40(worst case scenario) 24/09/2019 3:48 PM 16/11/2019 10:13 AM techlee229 We came away from SCGM Bhd’s analyst briefing last Friday with a view that it is going to take another four to six months for the company to turn around as it faces various hiccups amid heightening cost pressure and its ability to reach optimal capacity utilisation levels in the near term. Share price weakness will likely persist until signs of turnaround prevail. The TP is based on 15 times financial year 2020 (FY20) earnings per share of 4.6 sen. 18/11/2019 4:57 PM minigiant good trend on SCGM now. Base material price is dropping. Look forward to the next QR. 23/11/2019 3:54 AM willian just brought scgm. resin price continue to drop. and it is 60-70% of SCGM total cost. next few qtr will be bright for scgm. 26/11/2019 11:28 AM Michael Kwok On that time it was 1.05-1.10.Please read.Even blogger below me target 70 cent went astray.Im right. Michael Kwok 1038 posts Posted by Michael Kwok > Sep 24, 2019 3:48 PM | Report Abuse X TP Rm1.35-rm1.40(worst case scenario) EatCoconutCanWin 990 posts Posted by EatCoconutCanWin > Sep 24, 2019 6:23 PM | Report Abuse If giving 15x EPS FY20 of 4.6 , the TP only RM0.70 ..overpriced now. 07/12/2019 10:41 PM ahxia0722 Michael Kwok On that time it was 1.05-1.10.Please read.Even blogger below me target 70 cent went astray.Im right. Michael Kwok 1038 posts Posted by Michael Kwok > Sep 24, 2019 3:48 PM | Report Abuse X TP Rm1.35-rm1.40(worst case scenario) EatCoconutCanWin 990 posts Posted by EatCoconutCanWin > Sep 24, 2019 6:23 PM | Report Abuse If giving 15x EPS FY20 of 4.6 , the TP only RM0.70 ..overpriced now. better sell now and take some profit, later drop and all in again ....lolx 09/12/2019 4:56 PM Smart Beginners Not much difference with the revenue... better profit is because of reduced resin price. 09/12/2019 5:41 PM linjie ya, even drop in revenue, profit not because of sales increase, sales volume still the same just the drop of raw material price, it's super over price 09/12/2019 7:51 PM Lukey_Greek Sales increase is coming soon. Please refer to earlier post on the interview video clip with the founder. To have some clues if the low resin price sustainable, please refer to LCTitan & PetChem share price... 09/12/2019 9:48 PM minigiant It will takes time to generate more revenue. At least, this quarter it reflected the drop in resin price etc. As long as the resin price keep at the same level, SCGM's profit will increase once the sales volume pick up. From my point of view, they are doing the right things, e.g. have flexibility to tailor their products to suits client. The environmental friendly products will get more important in coming years. 10/12/2019 1:47 AM Michael Kwok PBB another time made recommendation after Me 24/9 recommend.Lol. Michael Kwok TP Rm1.35-rm1.40(worst case scenario) 24/09/2019 3:48 PM 10/12/2019 12:34 PM James Ng https://klse.i3investor.com/blogs/general/246163.jsp [转贴] [SCGM BHD：销售组合改善，树脂价格下跌，利息费用减少，外汇收益增加，以及更高的可疑债务追偿额] - James的股票投资James Share Investing 11/12/2019 8:42 AM dknycom Sharing for all SCGM's INVESTORS. https://www.youtube.com/watch?v=5lRHn0lHbSY 17/12/2019 8:49 PM dknycom We are confident that SGCM will do better in the subsequent quarters on the back of i) gradual decline in resin cost, which makes up of 60%-65% of the company’s production cost ii) strategizing its product mix to focus on more high-margin plastic packaging products iii) continuous focus on the capturing of more bulk orders to beef up its utilization rate from 60% to 70%. Maintain Trading Buy with an unchanged TP of RM1.82 based on multiple of 20x FY21 EPS. Good luck to every SCGM's investors. 17/12/2019 8:52 PM davidkkw79 Resin price is keep on decreasing, SCGM has 70% cost is rely on resin, definitely a good call for SCGM ! 19/12/2019 3:50 PM davidkkw79 Oil price is increasingly... eventually it will increase the price of resin.... 27/12/2019 2:59 PM  moneykj Share with you all some of my pick of 2020: Notion Dksh Scgm Mkh Pesona Lbalum 02/01/2020 7:55 AM dknycom SCGM was testing the RM1.63 level during its intraday high. With a rising RSI, it may move higher above this mark with a target price of RM1.70, followed by RM1.78. Meanwhile, it may drift sideways if it fails to cross the RM1.63 mark in the near term. In this case, support is anticipated at RM1.49, whereby traders may exit on a breach to avoid the risk of a further correction. Trading Call: Buy upon breakout above RM1.63 Target: RM1.70, RM1.78 (time frame: 2 - 3 weeks) Exit: RM1.49 02/01/2020 3:00 PM  |
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