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
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Price Target

Date Open Price Target Price Upside/Downside Price Call Source
21/11/2019 3.30 4.10 +0.80 (24.24%) BUY KENANGA
29/08/2019 2.48 2.45 -0.03 (1.21%) HOLD KENANGA

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  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


 

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