Highlights
KLSE: SCIENTX (4731)       SCIENTEX BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
9.50   +0.10 (1.06%)  9.41 - 9.55  320,800
Analyze this stock with MQ Trader system

General Meeting

Hints :
[1] Click the View Entitlement icon table to view the Meeting detail page.

Click here to modify the Visible Columns.

Ann. Date Date Time Type Venue View
26-Nov-2012 19-Dec-2012 11:30 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
26-Nov-2012 19-Dec-2012 11:00 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
22-Nov-2013 17-Dec-2013 11:00 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
22-Nov-2013 17-Dec-2013 11:30 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
21-Nov-2014 17-Dec-2014 11:00 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
04-Sep-2015 29-Sep-2015 11:00 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan Meeting Detail
23-Nov-2015 17-Dec-2015 11:00 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan Meeting Detail
26-Apr-2016 01-Jun-2016 11:30 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan Meeting Detail
21-Nov-2016 15-Dec-2016 11:30 AGM Auditorium, No. 9, Persiaran Selangor, Seksyen 15, 40200 Shah Alam, Selangor Darul Ehsan Meeting Detail
08-Nov-2017 06-Dec-2017 12:00 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
08-Nov-2017 06-Dec-2017 11:30 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
02-Nov-2018 05-Dec-2018 11:00 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
17-Jan-2019 11-Feb-2019 11:00 EGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan. Meeting Detail
15-Nov-2019 17-Dec-2019 11:30 AGM Scientex Packaging Film Sdn Bhd, Lot 4, Jalan Sungai Pinang 4/3, Seksyen 4, Taman Perindustrian Pulau Indah, 42920 Pelabuhan Klang, Selangor Darul Ehsan Meeting Detail
Trade this stock for as low as 0.05% brokerage. Find out more.

  5 people like this.
 
Ricky Yeo Thinking, Fast and Slow by Daniel Kahneman -recommended reading. Think as slow as possible.
03/07/2019 11:24 AM
deMusangking thinking slow is associated with big skull full of white matters but devoid of gray matters!!!!

but hope u not in the kategori!!!!!!


hahaha
03/07/2019 11:32 AM
Ricky Yeo Oh no, how did someone learn that kind of pseudoscience. Must be from the battles.
03/07/2019 11:38 AM
deMusangking pseudoscience???
show me authorities that say that??!!!!!!


haha
03/07/2019 11:59 AM
Ricky Yeo Should I trust Musang or Daniel Kahneman? - ah, this can be done in fast thinking. Thank you.
03/07/2019 12:15 PM
deMusangking Daniel Kahneman is so low, living on the ground!!!
and
musang is so high up!!! on tree tops!!!

so now u see who is who on the scale??!!!!!

hahaha
03/07/2019 12:17 PM
Ricky Yeo OIC
03/07/2019 12:55 PM
Philip Greta Again with a roundabout Buddha remark. Obviously you have to compare with peers, otherwise how would you know if the company is a good company, a gruesome one, it a value trap if you do not have benchmarks.

How can you value a phone company without first having a benchmark in Huawei, apple and Samsung electronics?

If you do not use industry categorization to value, if you were a banker circle of competence, do you then use your banker mental models of accounting profits and losses only to invest in scentex?

If that is the case, I wish you all the best.

My advice, do not use circle of competence in one industry to benchmark returns in another.

Maybe you should stick to reading and not put money into the stock market. Your investing method would give you too many false positives, aka you won't realize the too good to be true investments, if you don't analyze the competitors and their returns out there.


>>>>>>>>>>

Posted by Ricky Yeo > Jul 3, 2019 11:00 AM | Report Abuse

Why does investing has to be "comparing to every similar company in the category"? A dollar of investment is a dollar of investment regardless of whether that dollar is invested in a property stock or a packaging stock, so why do you want to compare [similar] company in the category?

Comparing similar companies in an industry is useful to create contrast, to find out what things a company is doing differently from others, but investing is not bounded by industry categorisation, but circle of competence.
04/07/2019 7:58 AM
Ricky Yeo Perhaps you didn't read what I wrote clearly enough. I never said one shouldn't compare companies within an industry. Comparison between companies are good to understand business models, competitive advantage, market segments and what not.

But when you take that kind of categorial analysis between companies and bring it into valuation, what do you get? Relative valuation aka poor classification.

Please do wish me all the best. I have never used industry categorisation to value. Value comes from the future cash flow a business can generate, in that sense, industry categorisation is irrelevant. Well that goes back to my Buddha remark, do not categorise companies based on industry when doing valuation i.e Uber is a transport company, it should worth [transport industry peers multiples]. No, Uber is a tech company, it should worth [tech industry peer multiples]. Get the point?

Categorisation is also a problem in position sizing/capital allocation. And that is naturally the case when poor classification influence how one does valuation, which in turn influence how much money goes into a particular position.

"Maybe you should stick to reading and not put money into the stock market." - this sentence reveals you more than the advice itself.
04/07/2019 8:33 AM
Philip Greta Advice given without experience is simply assumptions.
04/07/2019 5:34 PM
leslieroycarter Hold is the answer coz its business model of two main activities , one for affordable housing n second manufacturing will b a watch in market .
16/08/2019 11:29 AM
HuatAh8809 Yup, agree
20/08/2019 8:15 AM
azhanmatnordin Strange...Owner keep buying, but price moving down
21/08/2019 12:00 PM
leslieroycarter 2016 given bonus , when will b the next bonus ? Div of 200 for 9000 ringgit share is considered
too low for stock investment unless a special bonus after a few years of continued expansion n increased revenue.
26/08/2019 4:15 PM
Ncm88 TGuan post excellent results, expect scientex to do do as well
30/08/2019 11:12 AM
shpg22 Unlike TGUAN, most Scientex NP come from property. But expect SCIENTEX to do well anyway
01/09/2019 11:19 AM
leslieroycarter i think the price can b supported by major shareholders because of constant buying during dips as shown by the trading done as below....
MR LIM PENG CHEONG 21-Aug-2019 Acquired 347,100 8.186 View Detail
MR LIM PENG CHEONG 21-Aug-2019 Acquired 45,000 8.200 View Detail
MR LIM PENG CHEONG 21-Aug-2019 Acquired 5,000 8.180 View Detail
MR LIM PENG JIN 21-Aug-2019 Acquired 347,100 8.186 View Detail
MR LIM PENG JIN 21-Aug-2019 Acquired 45,000 8.200 View Detail
MR LIM PENG CHEONG 20-Aug-2019 Acquired 500,500 8.257 View Detail
MR LIM PENG CHEONG 20-Aug-2019 Acquired 20,000 8.260 View Detail
MR LIM PENG JIN 20-Aug-2019 Acquired 500,500 8.257 View Detail
MR LIM PENG JIN 20-Aug-2019 Acquired 20,000 8.260 View Detail
MR LIM PENG CHEONG 19-Aug-2019 Acquired 300,000 8.285 View Detail
MR LIM PENG CHEONG 19-Aug-2019 Acquired 20,000 8.277 View Detail
MR LIM PENG JIN 19-Aug-2019 Acquired 300,000 8.285 View Detail
MR LIM PENG JIN 19-Aug-2019 Acquired 20,000 8.277 View Detail
MR LIM PENG CHEONG 16-Aug-2019 Acquired 246,400 8.292 View Detail
MR LIM PENG JIN 16-Aug-2019 Acquired 246,400 8.292 View Detail
MR LIM PENG CHEONG 15-Aug-2019 Acquired 542,400 8.302 View Detail
MR LIM PENG JIN 15-Aug-2019 Acquired 542,400 8.302 View Detail
MR LIM PENG CHEONG 14-Aug-2019 Acquired 705,700 8.360 View Detail
MR LIM PENG JIN 14-Aug-2019 Acquired 705,700 8.360 View Detail
MR ANG KIM SWEE 13-Aug-2019 Acquired 5,000 8.400 View Detail
MR ANG KIM SWEE 13-Aug-2019 Acquired 2,000 8.390 View Detail
MR ANG KIM SWEE 08-Aug-2019 Acquired 5,000 8.446 View Detail
MR ANG KIM SWEE 08-Aug-2019 Acquired 2,000 8.360 View Detail
MR LIM PENG CHEONG 03-Jul-2019 Acquired 1,500 8.640 View Detail
MR LIM PENG CHEONG 03-Jul-2019 Transferred 30,000 - View Detail
04/09/2019 9:49 AM
leslieroycarter There r reasons for the major shareholders to keep buying when its price is falling...
04/09/2019 1:49 PM
Ncm88 Good closing
20/09/2019 5:07 PM
namenisis23 Sudden spike in price, hope to have good result and bonus issue....
20/09/2019 9:23 PM
namenisis23 daibochi record revenue....will scientx follow it as well?
25/09/2019 3:26 PM
Ncm88 Hualao hoseh want fly how high?
26/09/2019 1:34 PM
namenisis23 wah, best quarter ever.... wondering how much it will fly
26/09/2019 1:37 PM
RainT strong pofit
26/09/2019 2:47 PM
LOLANTO tiu.............result so good also no fly
26/09/2019 2:57 PM
shpg22 Absolute amazing result. Upgrade immediately to 10.50
26/09/2019 3:16 PM
Ncm88 Sold at 9.00 waiting for retracement
26/09/2019 3:22 PM
msart for mid/lone-term investor can consider to buy Scientx. Post good result. As for long term, Scientx is a good company , roe roic > 10%. not very cheap not that expensive ev/ebit 13.9% but who knows, as it still has growth due to its expanding plans. For short-term trader who looks for profit in days, needs to be extra diligent in finding the right price to buy.
30/09/2019 10:21 AM
Ricky Yeo Scientex targeted $8 bil revenue by 2028 is considered achievable. If based on current's market cap premium over it's current revenue, that would mean Scientex market cap will be around $10.5 bil in 2028. All else equal (P/E unchanged), share price growth should hit 9.5% CAGR.

Based on current profit margin of 10% when $8 bil is achieved, profit for 2028 will be $800 mil +/-, at 15x, which is considered reasonable based on Scientex's ROC, that would value the company at $12 bil, or a share price growth of 11.2% CAGR.
01/10/2019 10:26 AM
Ricky Yeo But keep in mind the return above doesn't include the dividend payout. Dividend should add another 3% +/- to the return, or around 12.5% - 14.2% p.a, which is close to the return of capital of Scientex.
01/10/2019 10:31 AM
谈何容易 Q @ 8.81
02/10/2019 3:14 PM
lhoong bonus coming?
08/10/2019 9:34 AM
Lioncity Wow impressive push up, all time high at 9.50, hope this is just the starting !
18/10/2019 5:06 PM
shpg22 10.50 no problem
18/10/2019 5:20 PM
Ricky Yeo The aggression how both Lim are acquiring Scientex shares are crazy. They already increase their stakes so much over the past 1 decade.
29/10/2019 9:42 AM
leslieroycarter Fully valued ...
01/11/2019 4:40 PM
James Ng https://klse.i3investor.com/blogs/general/238363.jsp
[转贴] [SCIENTEX BHD:Daibochi集团公司的最新加入进一步扩大了森德的能力和产品组合,从基础薄膜制造到专业薄膜转换;Daibochi最近完成对Mega Printing&Packaging Sdn Bhd的收购] - James的股票投资James Share Investing
21/11/2019 9:54 AM
RainT Lim is really confident with SCIENTEX

continue buying non stop
23/11/2019 1:04 PM
mydrvtry who is Lim
24/11/2019 10:54 AM
leslieroycarter Business is not as good as predicted
25/11/2019 3:30 PM
mydrvtry But low resin price make advantage to Scientx?
25/11/2019 10:14 PM
pang72 Buy buy buy!!
Nothing to say about!
26/11/2019 7:27 PM
mydrvtry Wah, Jump so high today!
26/11/2019 9:01 PM
pang72 Last 5min jump..
Hopefully drop back tomorrow then I can buy buy buy...
26/11/2019 9:19 PM
Ladiesman217 TP RM20 dumb dumb hold!
26/11/2019 11:08 PM
mydrvtry Tomorrow limit up
26/11/2019 11:49 PM
pang72 wow..i want to buy...
limit up - how can i have the chance to buy!!
27/11/2019 12:13 AM
mydrvtry Limit down tomorrow
27/11/2019 8:52 PM
pang72 Then I can all in for limit down!

Damn...
28/11/2019 9:13 PM
mydrvtry It's time.
10/12/2019 8:04 PM


 

350  355  474  793 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 PERDANA-PR 0.02+0.005 
 JAKS 1.27-0.03 
 SANICHI 0.045-0.005 
 TDM 0.31+0.005 
 FPGROUP 0.685+0.045 
 DGB-WB 0.01-0.005 
 ARMADA 0.485+0.025 
 SAPNRG 0.2650.00 
 DGB 0.145+0.005 
 VELESTO 0.3650.00 

FEATURED POSTS

1. Leveraged & Inverse ETF CMS
Partners & Brokers