WahLau Share Forecast

Forward EPS> SUPERMX+TOPGLOV+KOSSAN+RUBEREX+CAREPLS+HARTA+COMFORT+HLT?

Wah Lau
Publish date: Mon, 31 Aug 2020, 02:17 AM
Wah Lau
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Share and learn from member here ><"

Just sharing and take your own risk when invest.

 

1st I am Malaysia glove counter support. But now now too many people talk and price is high compare 19 Jan 2020.

https://klse.i3investor.com/blogs/WahLau/2020-01-19-story-h1482841838-Top_5_Glove_In_Malaysia_Harta_Topglove_Kossan_Supermx_Comfort.jsp

 

Current glove counter quarter report EPS was higher compare previous year due to covid-19.

Last quarter EPS was one of best for all glove counter.

The Forward EPS I consider last quarter EPS X 4.

(Actual may higher due to Covid-19 case increase or less due to vaccine Covid-19)

 

Do you think any Stock in Bursa higher Forward EPS compare totals of 8 glove counter??

The answer is ..

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It not Nestle.

It is Allianz (with come with Allianz-PA). Give like or 1 if your answer correct.

* it no Alliance bank =.=...

Allianz, Nestle and canone. All 3 stocks rolling 4 EPS more than 200sen (RM2.00).

Nestle last quarter EPS so so only and canone not consistent EPS.

 

The reason Allianz have high EPS due to investment gain at last quarter (1st Apr 2020 - 30th Jun 2020) compare last 2 quarter (1st Jan 2020 - 31st Mar 2020).

 

It is profit Allianz consistent or no?? Let us check Annual profit.

Ok No bad. Link https://www.klsescreener.com/v2/stocks/view/1163/allianz-malaysia-berhad

 

How about dividend?

 

Dividend payout increasing due to EPS increase and dividend payout % increase year to year.

 

Just for you information Allianz-PA have higher dividend payout compare Allianz (+20%).

Thanks for reading have hope you all earn a lot of money...$$$

 

Discussions
Be the first to like this. Showing 4 of 4 comments

greedy44444

Sell glove stocks, buy Allianz.

2020-08-31 10:54

stockraider

1st step is to take profit mah...!!

Sell lah say 30% b4 ex bonus loh...!!

Remember this loh...!!

1. Over capacity coming mah...!!

2. Even profit can be better the coming 1 or 2 qtr, u must honestly ask yourself sustainable & can it maintain its growth trajectory or not ?

3. Vaccine is coming mah....this is high risk for already overvalue gloves mah...!!

Do not waste time sell b4 too late loh...!!

2020-08-31 10:54

Lewis Lee

the above EPS computation is faulty, as you fail to dig further to consider some earning contained "one off" exceptional gains and might not sustainable in the next quarter !
For smaller glove companies, their forward EPS might fluctuate more than big 4 (traditionally showing steady and reliable EPS & growth !)

2020-08-31 11:43

stockraider

Even covid here to stay it does not mean more gloves users mah..!!

Its demand may have peaked mah...!!

Ask yourself who are the gloves users ??
Mainly medical personnels mah...!!

How many medical personnels are there leh ??
It is limited mah, it does not grow overnight loh..!!
U already factor in they have more frequesnt use of gloves that means thats all loh....Demand already peaked mah...!!

To be fair some F&B workers do wear gloves but these are minority loh...!!

I ask the staffs why some wear gloves & some don wear leh ?

They told me for facemask the company give free everyday but for gloves they use own money to buy loh...!!

Just imagine, they use own monies to buy gloves...how many can afford sustainably leh ? not many loh....!!

Stop dreaming loh....they are not many other users other than medical workers loh..!!

That indicate growth scope limited for gloves loh...!!

2020-08-31 12:01

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