Highlights
KLSE: TGUAN (7034)       THONG GUAN INDUSTRIES BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
3.58   0.00 (0.00%)  0.00 - 0.00  0
Trade this stock and receive a FREE I3investor T-shirt after 5 trades. Find out more.

Financials


Market Cap: 663 Million

Market Cap 663 Million
NOSH 185 Million

Latest Audited Result:  31-Dec-2018

Latest Audited Result: 31-Dec-2018
Announcement Date 30-Apr-2019
Next Audited Result: 31-Dec-2019
Est. Ann. Date: 30-Apr-2020
Est. Ann. Due Date: 28-Jun-2020

Latest Quarter:  30-Sep-2019 [#3]

Latest Quarter: 30-Sep-2019 [#3]
Announcement Date 20-Nov-2019
Next Quarter: 31-Dec-2019
Est. Ann. Date: 27-Feb-2020
Est. Ann. Due Date: 29-Feb-2020
QoQ | YoY   25.87%  |    72.59%

Annual (Unaudited) ( EPS: 24.50, P/E: 14.61 )

Revenue | NP to SH 861,615  |  45,369
RPS | P/RPS 465.27 Cent  |  0.77
EPS | P/E | EY 24.50 Cent  |  14.61  |  6.84%
DPS | DY | Payout % 5.89 Cent  |  1.65%  |  24.03%
NAPS | P/NAPS 2.68  |  1.34
YoY   2.04%
NP Margin | ROE 5.26%  |  9.15%
F.Y. | Ann. Date 31-Dec-2018  |  27-Feb-2019

T4Q Result ( EPS: 33.56, P/E: 10.67 )

Revenue | NP to SH 922,548  |  62,141
RPS | P/RPS 498.17 Cent  |  0.72
EPS | P/E | EY 33.56 Cent  |  10.67  |  9.37%
DPS | DY | Payout % 5.89 Cent  |  1.65%  |  17.54%
NAPS | P/NAPS 2.65  |  1.35
QoQ | YoY   13.29%  |    107.03%
NP Margin | ROE 6.82%  |  12.64%
F.Y. | Ann. Date 30-Sep-2019  |  20-Nov-2019

Annualized Result ( EPS: 31.71, P/E: 11.29 )

Revenue | NP to SH 937,929  |  58,713
RPS | P/RPS 506.48 Cent  |  0.71
EPS | P/E | EY 31.71 Cent  |  11.29  |  8.86%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   9.96%  |    62.16%
NP Margin | ROE 6.43%  |  11.95%
F.Y. | Ann. Date 30-Sep-2019  |  20-Nov-2019


Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Click here to modify the Visible Columns.

Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2019 20-Nov-2019 30-Sep-2019 3 922,548 75,285 62,906 62,141 10,902 491,429 17.54% 6.82% 12.64% 158,016 583.83 498.17 39.33 33.56 6.90 5.89 3.1100 2.65   13.29%   107.03% 30-Sep-2019 2.70 0.46 6.87 0.87 14.57% 2.56% 20-Nov-2019 3.15 0.54 8.01 1.01 12.48% 2.19%
31-Dec-2019 28-Aug-2019 30-Jun-2019 2 887,591 64,564 54,210 54,849 10,902 493,764 19.88% 6.11% 11.11% 150,538 589.61 479.30 36.44 29.62 7.24 5.89 3.2800 2.67   10.38%   57.97% 28-Jun-2019 2.52 0.43 6.92 0.77 14.46% 2.87% 28-Aug-2019 2.42 0.41 6.64 0.74 15.06% 2.99%
31-Dec-2019 29-May-2019 31-Mar-2019 1 863,595 59,343 49,543 49,690 10,902 508,974 21.94% 5.74% 9.76% 136,821 631.19 466.34 36.32 26.83 8.00 5.89 3.7200 2.75   9.52%   24.62% 29-Mar-2019 2.53 0.40 6.97 0.68 14.35% 3.16% 29-May-2019 2.50 0.40 6.88 0.67 14.53% 3.20%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 861,615 53,646 45,303 45,369 10,902 496,044 24.03% 5.26% 9.15% 136,276 632.26 465.27 33.29 24.50 8.00 5.89 3.6400 2.68   51.15%   2.04% 31-Dec-2018 2.20 0.35 6.61 0.60 15.13% 3.64% 27-Feb-2019 2.38 0.38 7.15 0.65 13.99% 3.36%
31-Dec-2018 29-Nov-2018 30-Sep-2018 3 853,003 33,501 30,232 30,016 10,200 478,321 33.98% 3.54% 6.28% 136,274 625.95 460.62 22.03 16.21 7.48 5.51 3.5100 2.58   -13.55%   -46.89% 28-Sep-2018 2.60 0.42 11.80 0.74 8.47% 2.88% 29-Nov-2018 2.50 0.40 11.35 0.71 8.81% 2.99%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 848,630 38,515 35,049 34,721 10,200 481,430 29.38% 4.13% 7.21% 136,382 622.24 458.26 25.46 18.75 7.48 5.51 3.5300 2.60   -12.92%   -39.45% 29-Jun-2018 2.43 0.39 9.54 0.69 10.48% 3.08% 28-Aug-2018 2.85 0.46 11.19 0.81 8.93% 2.62%
31-Dec-2018 24-May-2018 31-Mar-2018 1 848,172 45,210 40,487 39,872 10,200 476,703 25.58% 4.77% 8.36% 136,201 622.74 458.01 29.27 21.53 7.49 5.51 3.5000 2.57   -10.32%   -31.38% 30-Mar-2018 2.71 0.44 9.26 0.77 10.80% 2.76% 24-May-2018 2.60 0.42 8.88 0.74 11.26% 2.88%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 832,151 52,182 45,284 44,460 10,200 442,425 22.94% 5.44% 10.05% 127,500 652.67 449.36 34.87 24.01 8.00 5.51 3.4700 2.39   -21.34%   -23.46% 29-Dec-2017 4.23 0.65 12.13 1.22 8.24% 1.89% 27-Feb-2018 3.62 0.55 10.38 1.04 9.63% 2.21%
31-Dec-2017 23-Nov-2017 30-Sep-2017 3 817,405 69,621 58,142 56,521 6,441 447,972 11.40% 7.11% 12.62% 127,264 642.29 441.40 44.41 30.52 5.06 3.48 3.5200 2.42   -1.43%   -3.68% 29-Sep-2017 4.03 0.63 9.07 1.14 11.02% 1.26% 23-Nov-2017 4.13 0.64 9.30 1.17 10.75% 1.23%
31-Dec-2017 25-Aug-2017 30-Jun-2017 2 788,104 69,666 59,010 57,340 6,441 479,362 11.23% 7.49% 11.96% 125,487 628.03 425.57 45.69 30.96 5.13 3.48 3.8200 2.59   -1.31%   5.46% 30-Jun-2017 4.20 0.67 9.19 1.10 10.88% 1.22% 25-Aug-2017 4.26 0.68 9.32 1.12 10.73% 1.20%
31-Dec-2017 30-May-2017 31-Mar-2017 1 766,368 70,682 59,911 58,103 12,753 442,495 21.95% 7.82% 13.13% 119,917 639.08 413.84 48.45 31.38 10.64 6.89 3.6900 2.39   0.03%   23.78% 31-Mar-2017 4.57 0.72 9.43 1.24 10.60% 2.33% 30-May-2017 4.38 0.69 9.04 1.19 11.06% 2.43%
31-Dec-2016 27-Feb-2017 31-Dec-2016 4 746,850 69,699 60,210 58,086 12,753 391,836 21.96% 8.06% 14.82% 107,352 695.70 403.30 54.11 31.37 11.88 6.89 3.6500 2.12   -1.02%   50.86% 30-Dec-2016 4.23 0.61 7.82 1.16 12.79% 2.81% 27-Feb-2017 4.76 0.68 8.80 1.30 11.37% 2.50%
31-Dec-2016 25-Nov-2016 30-Sep-2016 3 746,831 69,435 60,919 58,682 15,780 417,910 26.89% 8.16% 14.04% 105,267 709.46 403.29 55.75 31.69 15.00 8.52 3.9700 2.26   7.93%   211.84% 30-Sep-2016 4.10 0.58 7.35 1.03 13.60% 3.66% 25-Nov-2016 4.26 0.60 7.64 1.07 13.09% 3.52%
31-Dec-2016 25-Aug-2016 30-Jun-2016 2 741,264 64,659 56,607 54,369 15,780 409,252 29.03% 7.64% 13.28% 105,206 704.58 400.28 51.68 29.36 15.00 8.52 3.8900 2.21   15.82%   335.75% 30-Jun-2016 4.22 0.60 8.17 1.08 12.25% 3.55% 25-Aug-2016 4.43 0.63 8.57 1.14 11.67% 3.39%
31-Dec-2016 26-May-2016 31-Mar-2016 1 730,972 55,119 49,064 46,941 9,468 394,504 20.17% 6.71% 11.90% 105,201 694.83 394.72 44.62 25.35 9.00 5.11 3.7500 2.13   21.91%   250.28% 31-Mar-2016 3.19 0.46 7.15 0.85 13.99% 2.82% 26-May-2016 3.16 0.45 7.08 0.84 14.12% 2.85%
31-Dec-2015 25-Feb-2016 31-Dec-2015 4 712,090 43,172 39,679 38,504 9,468 389,265 24.59% 5.57% 9.89% 105,206 676.85 384.53 36.60 20.79 9.00 5.11 3.7000 2.10   104.61%   120.21% 31-Dec-2015 3.15 0.47 8.61 0.85 11.62% 2.86% 25-Feb-2016 2.98 0.44 8.14 0.81 12.28% 3.02%
31-Dec-2015 19-Nov-2015 30-Sep-2015 3 683,347 20,526 19,259 18,818 4,210 377,654 22.37% 2.82% 4.98% 105,196 649.59 369.01 17.89 10.16 4.00 2.27 3.5900 2.04   50.82%   -32.61% 30-Sep-2015 1.82 0.28 10.17 0.51 9.83% 2.20% 19-Nov-2015 2.25 0.35 12.58 0.63 7.95% 1.78%
31-Dec-2015 19-Aug-2015 30-Jun-2015 2 692,873 12,182 12,776 12,477 4,210 359,784 33.74% 1.84% 3.47% 105,200 658.62 374.15 11.86 6.74 4.00 2.27 3.4200 1.94   -6.90%   -63.37% 30-Jun-2015 1.91 0.29 16.10 0.56 6.21% 2.09% 19-Aug-2015 1.75 0.27 14.76 0.51 6.78% 2.29%
31-Dec-2015 27-May-2015 31-Mar-2015 1 715,618 12,653 13,748 13,401 7,365 351,383 54.96% 1.92% 3.81% 105,204 680.22 386.43 12.74 7.24 7.00 3.98 3.3400 1.90   -23.36%   -57.26% 31-Mar-2015 2.02 0.30 15.86 0.60 6.31% 3.47% 27-May-2015 1.99 0.29 15.62 0.60 6.40% 3.52%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 732,590 18,823 18,401 17,485 7,365 342,070 42.12% 2.51% 5.11% 105,252 696.03 395.60 16.61 9.44 7.00 3.98 3.2500 1.85   -37.38%   -37.83% 31-Dec-2014 1.87 0.27 11.26 0.58 8.88% 3.74% 27-Feb-2015 2.22 0.32 13.36 0.68 7.48% 3.15%
31-Dec-2014 20-Nov-2014 30-Sep-2014 3 750,195 27,708 28,901 27,923 11,571 302,056 41.44% 3.85% 9.24% 105,246 712.80 405.10 26.53 15.08 11.00 6.25 2.8700 1.63   -18.03%   -7.88% 30-Sep-2014 2.20 0.31 8.29 0.77 12.06% 5.00% 20-Nov-2014 2.24 0.31 8.44 0.78 11.84% 4.91%
31-Dec-2014 22-Aug-2014 30-Jun-2014 2 746,443 36,804 35,065 34,066 11,571 303,961 33.97% 4.70% 11.21% 105,176 709.70 403.08 32.39 18.40 11.00 6.25 2.8900 1.64   8.66%   35.17% 30-Jun-2014 2.38 0.34 7.35 0.82 13.61% 4.62% 22-Aug-2014 2.94 0.41 9.08 1.02 11.02% 3.74%
31-Dec-2014 28-May-2014 31-Mar-2014 1 729,413 34,383 32,189 31,352 8,416 295,694 26.84% 4.41% 10.60% 105,229 693.16 393.88 29.79 16.93 8.00 4.54 2.8100 1.60   11.48%   15.19% 31-Mar-2014 2.04 0.29 6.85 0.73 14.60% 3.92% 28-May-2014 2.20 0.32 7.38 0.78 13.54% 3.64%
31-Dec-2013 27-Feb-2014 31-Dec-2013 4 720,261 31,868 28,784 28,124 8,416 289,303 29.93% 4.00% 9.72% 105,201 684.65 388.94 26.73 15.19 8.00 4.54 2.7500 1.56   -7.22%   3.10% 31-Dec-2013 2.11 0.31 7.89 0.77 12.67% 3.79% 27-Feb-2014 2.42 0.35 9.05 0.88 11.05% 3.31%
31-Dec-2013 26-Nov-2013 30-Sep-2013 3 713,851 36,035 31,449 30,312 7,363 281,973 24.29% 4.41% 10.75% 105,214 678.47 385.48 28.81 16.37 7.00 3.98 2.6800 1.52   20.27%   14.28% 30-Sep-2013 1.53 0.23 5.31 0.57 18.83% 4.58% 26-Nov-2013 1.66 0.24 5.76 0.62 17.36% 4.22%
31-Dec-2013 23-Aug-2013 30-Jun-2013 2 681,078 28,954 26,271 25,203 7,363 275,540 29.22% 3.86% 9.15% 105,168 647.61 367.78 23.96 13.61 7.00 3.98 2.6200 1.49   -7.40%   -3.27% 28-Jun-2013 1.64 0.25 6.84 0.63 14.61% 4.27% 23-Aug-2013 1.59 0.25 6.63 0.61 15.07% 4.40%
31-Dec-2013 30-May-2013 31-Mar-2013 1 654,405 30,005 28,109 27,217 7,363 268,459 27.06% 4.30% 10.14% 105,278 621.60 353.38 25.85 14.70 7.00 3.98 2.5500 1.45   -0.22%   3.08% 29-Mar-2013 1.39 0.22 5.38 0.55 18.60% 5.04% 30-May-2013 1.79 0.29 6.92 0.70 14.44% 3.91%
31-Dec-2012 28-Feb-2013 31-Dec-2012 4 631,153 29,328 28,060 27,278 7,363 261,945 27.00% 4.45% 10.41% 105,199 599.96 340.82 25.93 14.73 7.00 3.98 2.4900 1.41   2.84%   0.27% 31-Dec-2012 1.34 0.22 5.17 0.54 19.35% 5.22% 28-Feb-2013 1.30 0.22 5.01 0.52 19.95% 5.38%
31-Dec-2012 22-Nov-2012 30-Sep-2012 3 596,783 27,117 26,984 26,524 6,314 252,700 23.81% 4.52% 10.50% 105,292 566.79 322.26 25.19 14.32 6.00 3.41 2.4000 1.36   1.80%   -0.41% 28-Sep-2012 1.28 0.23 5.08 0.53 19.68% 4.69% 22-Nov-2012 1.33 0.23 5.28 0.55 18.94% 4.51%
31-Dec-2012 27-Aug-2012 30-Jun-2012 2 585,216 27,001 26,241 26,054 6,314 255,743 24.24% 4.48% 10.19% 105,244 556.06 316.02 24.76 14.07 6.00 3.41 2.4300 1.38   -1.32%   6.08% 29-Jun-2012 1.37 0.25 5.53 0.56 18.07% 4.38% 27-Aug-2012 1.31 0.24 5.29 0.54 18.90% 4.58%
31-Dec-2012 24-May-2012 31-Mar-2012 1 564,144 27,675 26,523 26,403 6,314 247,307 23.92% 4.70% 10.68% 105,237 536.07 304.64 25.09 14.26 6.00 3.41 2.3500 1.34   -2.94%   25.09% 30-Mar-2012 1.39 0.26 5.54 0.59 18.05% 4.32% 24-May-2012 1.36 0.25 5.42 0.58 18.45% 4.41%
31-Dec-2011 29-Feb-2012 31-Dec-2011 4 543,415 28,116 27,330 27,204 6,314 243,118 23.21% 5.03% 11.19% 105,245 516.33 293.44 25.85 14.69 6.00 3.41 2.3100 1.31   2.14%   33.61% 30-Dec-2011 1.15 0.22 4.45 0.50 22.48% 5.22% 29-Feb-2012 1.34 0.26 5.18 0.58 19.29% 4.48%
31-Dec-2011 24-Nov-2011 30-Sep-2011 3 539,095 30,227 26,595 26,633 5,260 234,513 19.75% 4.93% 11.36% 105,163 512.63 291.11 25.33 14.38 5.00 2.84 2.2300 1.27   8.44%   63.10% 30-Sep-2011 1.00 0.20 3.95 0.45 25.33% 5.00% 24-Nov-2011 1.16 0.23 4.58 0.52 21.83% 4.31%
31-Dec-2011 25-Aug-2011 30-Jun-2011 2 519,099 27,480 24,561 24,561 5,260 231,588 21.42% 4.73% 10.61% 105,267 493.12 280.31 23.33 13.26 5.00 2.84 2.2000 1.25   16.36%   36.16% 30-Jun-2011 1.22 0.25 5.23 0.55 19.12% 4.10% 25-Aug-2011 0.99 0.20 4.24 0.45 23.57% 5.05%
31-Dec-2011 27-May-2011 31-Mar-2011 1 498,967 23,584 21,107 21,107 5,260 223,144 24.92% 4.23% 9.46% 105,257 474.05 269.44 20.05 11.40 5.00 2.84 2.1200 1.21   3.66%   15.02% 31-Mar-2011 1.02 0.22 5.09 0.48 19.66% 4.90% 27-May-2011 1.05 0.22 5.24 0.50 19.10% 4.76%
31-Dec-2010 25-Feb-2011 31-Dec-2010 4 488,434 22,727 20,361 20,361 5,260 217,777 25.84% 4.17% 9.35% 105,206 464.26 263.75 19.35 10.99 5.00 2.84 2.0700 1.18   24.69%   43.30% 30-Dec-2010 0.96 0.21 4.96 0.46 20.16% 5.21% 25-Feb-2011 0.92 0.20 4.75 0.44 21.04% 5.43%
31-Dec-2010 01-Dec-2010 30-Sep-2010 3 458,406 18,134 16,329 16,329 4,204 209,257 25.75% 3.56% 7.80% 105,154 435.94 247.54 15.53 8.82 4.00 2.27 1.9900 1.13   -9.48%   304.08% 30-Sep-2010 1.00 0.23 6.44 0.50 15.53% 4.00% 01-Dec-2010 0.97 0.22 6.25 0.49 16.01% 4.12%
31-Dec-2010 26-Aug-2010 30-Jun-2010 2 438,083 20,165 18,039 18,039 4,204 212,578 23.31% 4.12% 8.49% 105,236 416.28 236.56 17.14 9.74 4.00 2.27 2.0200 1.15   -1.69%   996.60% 30-Jun-2010 0.85 0.20 4.96 0.42 20.17% 4.71% 26-Aug-2010 0.91 0.22 5.31 0.45 18.84% 4.40%
31-Dec-2010 27-May-2010 31-Mar-2010 1 429,155 21,462 18,350 18,350 4,204 208,458 22.91% 4.28% 8.80% 105,281 407.62 231.74 17.43 9.91 4.00 2.27 1.9800 1.13   29.14%   527.78% 31-Mar-2010 0.80 0.20 4.59 0.40 21.79% 5.00% 27-May-2010 0.78 0.19 4.48 0.39 22.35% 5.13%
31-Dec-2009 25-Feb-2010 31-Dec-2009 4 403,060 17,509 14,209 14,209 4,204 202,878 29.59% 3.53% 7.00% 105,118 383.43 217.65 13.52 7.67 4.00 2.27 1.9300 1.10   251.62%   215.76% 31-Dec-2009 0.77 0.20 5.70 0.40 17.55% 5.19% 25-Feb-2010 0.81 0.21 5.99 0.42 16.69% 4.94%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  12 people like this.
 
gemfinder rm4 coming
16/12/2019 11:15 AM
Icon8888 365 now

ROC ? What ROC ?

Nonsense
16/12/2019 3:56 PM
PotentialGhost Close 3.80 today
16/12/2019 4:02 PM
Fabien "The Efficient Capital Allocater" Well, i do enjoy reading Ricky's blog though.

It fulfills my "intellectual pursuit".
16/12/2019 4:47 PM
Connie555 Cant even give us 5 stocks....dont say 10 5 also cnt gv...

so as the tin kosong choivo...ting ting tong tong....yawn....

ROC....
16/12/2019 7:34 PM
yfchong cool. 2019 4Q close with good results, by Feb Gap up again.. every body agree ??
16/12/2019 8:29 PM
Fabien "The Efficient Capital Allocater" annualised earnings around 37sen per share

say PE 12x, implied value = RM4.44 + 0.31 (net cash) = RM4.75

next year 2020 earnings, say grow conservatively in line with GDP, you get around 39-40 sen EPS

for comparison, their 3 year average earnings was 40.5sen

i believe they will do better than 3 year average
16/12/2019 9:58 PM
Fabien "The Efficient Capital Allocater" earnings growth will take care of ROE (if you really fixated on this metric alone)
16/12/2019 10:00 PM
yfchong My assumption will be lower of 4Q EPs, 9.16 x 4 = ( 36.64 + alpha ) X forward earnings 12x = 439 + alpha... What is the weight of alpha next year...
16/12/2019 10:15 PM
Fabien "The Efficient Capital Allocater" profit margin expansion = earnings + FCF growth = PE multiple expansion

this is the trajectory we should be looking at
16/12/2019 10:16 PM
yfchong Today gg.com
17/12/2019 2:03 PM
yfchong Scientex....... gg.com..... Tguan another platform for show time with its courier bag business
17/12/2019 2:40 PM
chl1989 scientx superb quarter results
17/12/2019 3:07 PM
Up_down Share price is badly hit by lower profit margin reported by Scientex's plastic division. sigh...
17/12/2019 4:17 PM
chl1989 plz check properly. 6% last year. now 8%. lower??
17/12/2019 4:51 PM
ivanlau over panic sell by stupid investors, the prospect is still good, nothing to worry.
17/12/2019 11:38 PM
YiStock I afraid many has missed the crucial point of investing in tguan. Resin price drop is the secondly important factor but it can be offset by cost pass through vs saving pass through. The most important key to note is the VOLUME (more tonnage sold / higher revenue even during lower resin price). Tguan's revenue jump 15% y-o-y and 12% q-o-q. This gives them better economy of scale. You do not see such jump in scientex plaatic division.

Based on my LLDPE tracking, the price has collapsed further in Q4.

We shall see how's the volume loading Q4.

I'm sure the company continue to increase the production capacity for better demand from north america. Traditionally strong company like berry and APE foothold which asia company hard to penetrate.

Everyone know US and china will be there. Trade diversion is a sure thing.
18/12/2019 8:53 AM
yfchong Just waiting the qr to reflect on all the assumptions.. Happy investing merry Christmas to all fellows and happy new year 2020...
18/12/2019 10:12 AM
chl1989 techinically, rounding bottom. can go back to its previous high? :)
18/12/2019 11:20 AM
Dangel This gem suitable for long term investment & I believe it shall challenge 5.00 next year!
18/12/2019 3:34 PM
yfchong Ah guan no more power
20/12/2019 7:02 AM
gemfinder Got power la.. resting only
20/12/2019 7:21 AM
yfchong Down again
20/12/2019 6:22 PM
chl1989 yea yea yea
20/12/2019 7:09 PM
chl1989 raw mat up mah. drop more lol
20/12/2019 7:09 PM
yfchong Come Christmas... Ah guan
21/12/2019 7:16 AM
Icon8888 https://klse.i3investor.com/blogs/PilosopoCapital/2019-12-22-story-h1481887654-_CHOIVO_CAPITAL_Something_is_weird_in_the_State_of_Serba_Dinamik_Holdin.jsp

Dear Ricky Yeo, I am not against ROIC. But in my opinion, it is useful for identifying lousy companies that capex non stop for poor return. Choivo article above is a good case for ROIC analysis

IMHO, ROIC is not suitable for analysing whether a stock deserves 10 or 15 times PER etc
23/12/2019 7:45 AM
Highfive Bread Short term sell off because of ESOS. Some employees will cash in as they acquired the shares at only 2.26.
24/12/2019 12:10 PM
yfchong Ah guan................ Ada ong
29/12/2019 1:22 PM
riskabsorber the game is over.
30/12/2019 9:50 AM
Lamshuntee Chance To collect more
30/12/2019 3:18 PM
Simple Man opps.. no more upside
30/12/2019 4:36 PM
yfchong 2020 accounting closed. see ho sieh boh
01/01/2020 1:19 PM
michaelwong Likely will need another improving qr to push the price to the next level at RM4. Meantime look like the current hovering price have already factor in . Rotational movement at play couldn't bring the price to higher level . Just my opinions.
04/01/2020 9:43 AM
lloydlim Time to accumulate!
09/01/2020 1:31 PM
michaelwong No power to move higher level. Rotational movement at play, nothing better
13/01/2020 2:13 PM
sharegain something brewing. up trend again with high volume althought indices down
14/01/2020 2:47 PM
S_ken slowly climbing up from 3.20....
14/01/2020 4:02 PM
gemfinder bonus issue!
14/01/2020 4:04 PM
Ivan89 R u sure bonus issue?
15/01/2020 9:29 AM
Moderate Icon8888, i observe quite often valuations follow ROE, eg cos with higher ROEs get higher PEs.
15/01/2020 9:59 AM
Moderate Typically, one that consistently has ROE of say 20% wud have a PE in the high teens, at least.
15/01/2020 10:00 AM
Davidl Time to accumulate!
15/01/2020 11:10 AM
Ivan89 Wow
20/01/2020 10:58 AM
gemfinder rm4 coming
20/01/2020 12:39 PM
Davidl Autopilot mode to de north officially restart today! Jz enjoy de journey!
20/01/2020 1:59 PM
ivanlau trading volume so low, but price drop so much , why ?
22/01/2020 10:13 PM
GLNT All scared of KLCI dropping so much lah, plus virus from Wuhan. All scared like crazy wanna exit fast before CNY
23/01/2020 12:30 AM
Markv572421 hello im new bee here....
23/01/2020 7:31 PM
Markv572421 confident this year can go up to rm4....for sure
23/01/2020 7:31 PM