THE INVESTMENT APPROACH OF CALVIN TAN
DON'T MISS!! THE VERY INTERESTING STORY OF NYLEX AS IT UNFOLD IN YEARS 2014 TO 2017, Calvin Tan Research
calvintaneng
Publish date: Wed, 27 May 2020, 10:12 PM
calvintaneng
0 1,803
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
Hi guys,
Nylex is a memorable stock for Calvin & Friends
I first posted buy call for Nylex in year 2014 December
Please go to Nylex Forum & Scroll back all the way back to year 2014
See
Posted by calvintaneng > Dec 23, 2014 10:05 AM | Report Abuse 
X
NYLEX
Its Salient Factors
1) Price is 54.5 cents. NTA is RM1.50
Selling at 64% Discount to NTA
2) P/E is 8.9
3) Pays dividend
4) Will Greatly Benefit from Falling Oil Prices as It Manufactures Polymer Products.
This Is A Defensive Counter for Year 2015
What a memorable post!
More than 5 years now, Calvin is again recommending Nylex!!
See more comments
Posted by ks55 > Dec 23, 2014 11:12 AM | Report Abuse
In agreement with calvintaneng's view.
Dividend 3sen, buy at 55sen gives DY 5.5%.
If buy at 50 sen, DY is 6%.
Never fail to pay dividend for past few years.
Value buy and it is a defensive stock.
Posted by calvintaneng > Jan 3, 2015 11:38 AM | Report Abuse
Oil Just Crashed Below US$53. Looks like it will go down further.
While it is bad for All Oil & Gas Companies it will be very good for Nylex.
Nylex is getting cheaper and cheaper materials for its polymer.
Posted by lepaklangkawi > Jan 15, 2015 10:37 PM | Report Abuse
Oil slump to benefit plastics, petrochemical firms
The Malaysia External Trade Development Corporation (Matrade) says industries which use crude oil as main components in their products will benefit from the lower global crude oil prices. Its Chief Executive Officer Datuk Dr Wong Lai Sum said as an oil producing country, Malaysia will not be affected by the current scenario although certain industries like plastics and petrochemicals which use oil as feedstock would be more competitive.
"It is a double-edged sword, cheaper feedstock will drive the industry to grow further," she said. Wong said Matrade will organise 116 trade promotions to 46 countries this year, up from 108 missions last year. "Last year we performed well and generated RM27.7 billion in sales from trade promotion activities. "As for 2015, we should go forward, embark on new markets and go deeper into the markets," she said at a question and answer session after a briefing on Matrade's trade promotion activities for 2015 in Kuala Lumpur today.
She stressed the importance for Malaysian companies to collaborate with international players and sustain their presence in the international supply chain. "We also must be aware of global economic trends over the next six months," she said, adding Matrade is placing greater emphasis on more focused programmes in the Asean region. – Bernama, January 15, 2015.]]>
Posted by paperplane > Jan 28, 2015 10:44 PM | Report Abuse
Here come Nylex.
Posted by speakup > Oct 26, 2015 10:36 AM | Report Abuse
hantam je! buta money!
Posted by thesteward > Jan 14, 2016 1:24 AM | Report Abuse
sud be at least .65!
Posted by thesteward > Jan 17, 2016 10:53 PM | Report Abuse
Wow thanks Calvin :-))
Posted by calvintaneng > Jan 18, 2016 2:27 AM | Report Abuse
GRAND MASTER CHAMPION SIFU DR NEOH SOON KEAN JUST BOUGHT 1.1 MILLION SHARES OF NYLEX (HIS COMPANY DYNAQUEST SND BERHAD IS TOP 11 SHAREHOLDERS OF NYLEX - SEE LATEST ANNUAL REPORT)
See WWW.DYNAQUEST.COM.MY
Posted by calvintaneng > Jan 18, 2016 10:09 AM | Report Abuse
Hi guys,
Dynaquest is managing over half billion ringgit for institutions. Once they start accumulating Nylex you won't see Nylex below 65 cents any more. While it's still just grab a little. Say 5,000 shares for less than Rm3,500.
Then see how Nylex perform. Those very sure better load up.
Going to Booming Iskandar now.
Bye bye
Posted by Blacksails > Jan 18, 2016 10:50 AM | Report Abuse
Is nylex heavily geared; why low profit margin? Calvin?
Posted by calvintaneng > Jan 18, 2016 11:43 AM | Report Abuse
Youlee,
Nylex has been around for 20 years. Its profits accumulated as Real assets over the years. Its NTA has swelled to a high of Rm1.65.
Its gearing is still manageable as it expands to capture market share.
Now that ringgit has crashed against the yuan Nylex will even be more competitive going forward. And with TPP soon Nylex shall excel further.
Posted by calvintaneng > Jan 18, 2016 11:47 AM | Report Abuse
With Iran cheap oil pouring into bloated world oil glut. Price will continue downward. Nylex will perform better.
All the prevailng favorable wind is now on Nylex side. With far sighted vision Value Investors take position ahead of all others.
Posted by calvintaneng > Jan 18, 2016 11:58 AM | Report Abuse
See crude oil falling to $28 now. Nylex main ingredient is oil for resin and plastic polymer. Profits will increase.
Also Nylex exports for US$. Falling ringgit double booster.
Posted by 10bagger10 > Jan 18, 2016 12:00 PM | Report Abuse
Y dint nylex show any increase in profit until now unlike others?
Posted by calvintaneng > Jan 18, 2016 1:33 PM | Report Abuse
10baggar10
This is a nice name!
Skpres was 9.5 cents in January 2009 when Dr Neoh recommended it. Now 13 baggars over Rm1.30
Daibochi was 49.5 cents. Over Rm5.00 now. Another 10 baggar.
How many baggar is Nylex? The latest stock pick of Grand Champion Master Sifu Dr Neoh Soon Kean?
Actually, if YOU READ CAREFULLY THERE IS AN INCREASE IN PROFIT, THOUGH HIDDEN FROM THOSE WHO READ CARELESSLY.
TOTAL ASSETS LAST QUARTER WAS RM626 MILLIONS
TOTAL ASSETS LATEST QUARTER NOW INCREASED TO RM654 MILLIONS - AN INCREASE OF RM28 MILLIONS.
So NTA Revised Upward from Rm1,56 to Rm1.65. A 9 CENTS INCREASE IN NET NET VALUE.
Another 2 cents distributed as dividend.
Learn to THINK NET NET LIKE THE SUPER RICH
The SUM TOTAL OF NYLEX ASSETS MINUS THE SUM TOTAL OF ALL ITS LIABILITIES = REAL NET NET VALUE!
THE INTRINSIC VALUE OF NYLEX IS AT LEAST RM1.00
THAT'S WHY DR NEOH IS QUIETLY TAKING POSITION.
WITHOUT FANFARE, NOISE OR HOO HA! HE MADE COUNTLESS MILLIONS!
Posted by leeno1111 > Jan 21, 2016 10:31 AM | Report Abuse
Hi, Calvin...from where you obtain the information that Dyna Quest is on board? Please enlighten...
Posted by repusez > Jan 21, 2016 10:51 AM | Report Abuse
can see dynaquest is top 11 share holder from annual report 2015 (nov2015), holding 1.1 million shares,
Posted by TheContrarian > Feb 8, 2017 9:25 PM | Report Abuse
Watch Ancom also.
Posted by vcheekeong > Feb 16, 2017 9:31 PM | Report Abuse
Wild hope ..nylex become next scientex
Posted by TheContrarian > Mar 9, 2017 5:36 PM | Report Abuse
Parent company of Nylex is Ancom.
Posted by member41 > Mar 24, 2017 4:48 PM | Report Abuse
Hit 84
Posted by sg999 > Mar 25, 2017 11:08 AM | Report Abuse
NEXT WEEK WILL BE RM1. BUY BEFORE TOO LATE!
Posted by investor77 > Apr 4, 2017 5:24 PM | Report Abuse
Highly recommended counter, even by KCChong, where people move from Tguan to Nylex. Chart looks bullish.
Posted by member41 > Apr 5, 2017 3:13 PM | Report Abuse
Boom 89
Posted by Cockcroach > Apr 7, 2017 6:02 PM | Report Abuse
Bought in 85.5
Posted by member41 > Apr 13, 2017 10:35 AM | Report Abuse
915 yahoo
Posted by kinkudes_hc > Apr 13, 2017 11:30 AM | Report Abuse
so fast.... missed boat
Posted by vcheekeong > Apr 20, 2017 7:03 PM | Report Abuse
Nylex very hard to predict..resistant at 0.925
Posted by lkwah86 > Apr 26, 2017 11:54 AM | Report Abuse
QR will be release within this few days?
Posted by bracoli > Apr 26, 2017 5:37 PM | Report Abuse
super result. ha ha
Posted by Cockcroach > Apr 26, 2017 5:47 PM | Report Abuse
Nylex's earnings incredible!! 270% up!! Tomorrow share price up at least 10%!!
Share price : 89.5c but NTA: 1.80
Posted by vcheekeong > May 2, 2017 11:16 AM | Report Abuse
RM1.15 is not far away
Posted by Icon8888 > May 2, 2017 11:36 AM | Report Abuse
https://klse.i3investor.com/blogs/icon8888/121924.jsp
Posted by BigPunter > May 2, 2017 4:40 PM | Report Abuse
Target price is at least RM1.50
Posted by pang72 > May 15, 2017 10:04 PM | Report Abuse
csan nylex and samchem exactly same business. if samchem can be valued at 15x PE, imagine how much nylex is worth. nylex should be worth more than RM2. matter of time.
--------------------
actually samchem are much better fundamental then nylex
Posted by Cockcroach > May 15, 2017 10:08 PM | Report Abuse
Yes,,..Nylex already got its engine started
Posted by Albukhary > May 16, 2017 1:31 PM | Report Abuse
Hi all, I'm joining Nylex this boat... This is the only chemical counter I have in my portfolio...
Posted by Cockcroach > May 17, 2017 8:07 AM | Report Abuse
I have nylex mostly at 0.60x,
Accumulated also at 0.945, 0.955, 0.985..... I have read their financials so i see it is safe and still cheap at this level to enter.
Tp: at least 1.30 then i will consider selling a bit
Posted by vcheekeong > May 22, 2017 11:05 AM | Report Abuse
Today close 1.08
Posted by applecider > May 22, 2017 4:22 PM | Report Abuse
regret sold at 0.96.
Posted by warren buntut > May 23, 2017 8:53 AM | Report Abuse
lol buy back lor. expert here said can go 1.5
Posted by Cockcroach > May 24, 2017 8:08 AM | Report Abuse
Bought in 1.02 yesterday
Posted by fireinvestor > Jun 9, 2017 11:13 AM | Report Abuse
just touched 1.10.. lets see if can sustain
Posted by Cockcroach > Jun 14, 2017 12:15 PM | Report Abuse
Ailailiow
Posted by paktua73 > Jun 14, 2017 4:56 PM | Report Abuse
old man win bet 10000 unit at 1.12
just play play tiny one here
Posted by Cockcroach > Jun 16, 2017 9:30 AM | Report Abuse
1.15!!!! Beauty
Posted by skyz > Jun 16, 2017 9:46 AM | Report Abuse
1.15, 1.16 and 1.17 quite substantial roadblock. probably day traders who has bought during the 1.11 zone earlier this morning
Posted by member41 > Jun 16, 2017 10:42 AM | Report Abuse
116 now
Posted by fireinvestor > Jul 6, 2017 9:20 AM | Report Abuse
1.18, 1.19 and 1.20 is huge... but if big boys wanna clear it, thats easy.
Calvin comments:
The above Story is very interesting & MEMORABLE WITH MANY INTERESTING COMMENTS BY MANY
THE PURPOSE OF BUYING NYLEX THEN WAS THE CRASH OF OIL PRICES THAT BOOSTED ITS PROFITS
THIS ROUND OIL HAS CRASHED AGAIN
BUT ANOTHER POWERFUL BOOSTER IS FROM ITS 5 MILLION LITRES OF 99.5% PURE ETHANOL = SO PRECIOUS AND VALUABLE AS SANITIZER TO FIGHT AGAINST COVID 19
SO NOW WE HAVE DOUBLE BOOSTER FOR NYLEX LIKE NEVER BEFORE!!
Nylex is now 79 sen
Target price is Rm1.50 to Rm1.80
Very possible
Best regards
Calvin Tan Research
Singapore
Please understand that NYLEX IS A CYCLICAL STOCK. BUT NOW BELOW RM1.00 STILL OK
PLEASE DO NOT CHASE NYLEX IF PRICE SHOULD CROSS RM2.00 ONE DAY UNLESS FUNDAMENTAL JUSTIFIES IT
Thank you
FURTHER NOTE
Posted by calvintaneng > Dec 23, 2014 10:05 AM | Report Abuse X
NYLEX
Its Salient Factors
1) Price is 54.5 cents. NTA is RM1.50
Selling at 64% Discount to NTA
2) P/E is 8.9
3) Pays dividend
4) Will Greatly Benefit from Falling Oil Prices as It Manufactures Polymer Products.
This Is A Defensive Counter for Year 2015
What a memorable post!
More than 5 years now, Calvin is again recommending Nylex!!
IN 2 YEARS PLUS NYLEX GAINED MORE THAN 100%
NOW WITH TWIN BOOSTERS OF LOW CRUDE OIL PLUS ETHANOL FOR SANTIZER THE UPSIDE WILL BE FASTER & MORE POWERFUL
SO JUST BUY AND HOLD
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Discussions
Be the first to like this. Showing 26 of 26 comments
Referred to Q3 ended 29/2/2020 :
PPE = 149.865 million
Cash n bank balances = 62.409 million
Short term deposit with banks = 16.402 million
Long term borrowing = 35.006 million
Short term borrowing = 171.127 million
>>> Gearing ratio = 0.91
FY19 revenue = 1.560 billion , Loss = 0.2 %
FY20 (3Q) revenue = 0.906 billion , Loss = 0.5 %
2020-05-28 13:03
Due to the new plant , Debt Gearing Ratio is gap up to 0.91 . The killing part is 83 % is of short terms borrowing.
2020-05-28 13:04
Why FY20 (3Q) ended 29/2/2020 is LOSS more ?
Q4 will be worst due to Covid-19 and MCO started from 18/3/2020 ..
2020-05-28 13:05
How can Covid 19 be worst for Nylex
Covid 19 will help boost demand for ethanol for sanitizer
Mikecyc better go see a doctor
2020-05-28 15:20
I bought comfort at 88.5 sen and Supermax at Rm1.73
Sold comfort near Rm3.00 to buy Top Glove call warrant but keeping Supermax till now at Rm7.63
Only Nylex now at 81 sen still very cheap
2020-05-28 17:32
Also bought Supermax C87 at 34.5 sen now amazing high at Rm2.34
They say good things not cheap and cheap things not good
Yes in real world
In share market is very different
Good stocks like Supermax was sold so cheaply at Rm1.73
And I expect one day as we look back and say the same about Nylex
Nylex at 81 sen will look like a bargain in next few quarter results
2020-05-28 17:36
Now all glove counters flying like hot cakes.
Even laggards, Careplus and Rubberex also fly.
Calvin, what is your take on Rubberex?
2020-05-28 17:40
Patrick 8
Early April or end March I studied these 3 companies
1. Supermax
2. Comfort gloves
3. Rubberex
1 and 2 passed my scrutiny as both are into medical exam gloves
So I bought Supermax at Rm1.73 and Comfort at 88.5 sen
2020-05-28 18:33
Many businesses have restarted......
......just any glove will do
2020-05-28 18:36
Then I did a study on rubberex
To my surprise Rubberex account more solid
Only 2 things held me back
1. I saw rubberex not pure exam gloves but also sell industrial gloves
Only medical gloves are needed for covid 19. Since rubberex has mixed products it gave me mixed feelings
2. I saw again that rubberex made a huge loss of Rm60 millions when it closed it's vinyl factory in China
I worried that they might have siphoned money out
So with these two reservations I held back from buying rubberex at only 82.5 sen then
Alas
I was too careful so I missed Rubberex
2020-05-28 18:37
Never mind as it turned out my choosing Supermax was superb and comfort not bad
So no regrets
Just hit some and miss some
2020-05-28 18:38
Ya, yesterday missed my price purchase due to lower rate and today shot up to 3 plus. Hit and miss , glove is really the only game in town.
2020-05-28 19:12
Calvin should check KNM instead. The biggest Ethanol producer in SEA....they got impress ethanol plant in thailand
2020-05-30 05:55
Makemoney1
Yes I read knm got sell ethanol in Thailand
Only thing I don't like is the management of knm
Knm was once a huge pump and dump stock like gpacket that caused many to lose lots of money
Better stay safe with Nylex because they are proven he honest business people
2020-05-30 08:55
This company very badly manage. Just why they made a lost last quater. The management are not hungry for growth. Just pump n dump only.
2020-05-30 10:03
Posted by Valerie Py > Jun 2, 2020 10:46 PM | Report Abuse
Need some advice from Calvin sifu
You are welcome Valerie
Whataspp 014 6101668
2020-06-02 22:48
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
Anyone got get cheap Nylex below 80 sen?
If got
CONGRATULATIONS!!!
HOLD TILL PRICE DOUBLES!!
2020-05-28 12:13