N95 mask is a separate category and might requires longer approval, approved vendor are listed under CDC. so have to wait.

Anyone written to pecca management for further clarification?

type their name into the owner

they just got registered on FDA, waiting for reg number issuance. https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfRL/rl.cfm

They already have distribution channels for US/EU/JP market, hopefully they can get orders for the PPE fast via these channels

skp got new contract meh.... vs secured few MNC past few years, but what does SKP has?

for VS and SKP, wouldnt be making mask supsupsui?
With so much extra floor space and automation in place, both can jointly become largest mask makers in Malaysia.

they also can JV with other glove makesr to install the production line in their faciity.

Am waiting for Dyson to announce Virus free air filter :p

all counters on KLSE should announce venturing into masks, the machine only cost 1 million, but market cap will double up in one week. so just place orders for those machinese, make announcement, then can go to bank to get loan with the rocketed market cap.

Soon, KLSE will become the most valuable market in SEA.

What's the big deal about Notion being registered under FDA?

https://www.npr.org/sections/health-shots/2020/07/16/890776466/meaningless-fda-certificates-are-used-to-tout-dubious-face-masks

While the FDA requires makers of medical products to register their facilities with the agency so it can keep track of them, it doesn't issue such certificates. Even when the registrations themselves are legitimate, they don't mean a product or a facility has met any kind of regulatory standard.

Shenzhen Newstar Optical Electronic Technology did not respond to requests for comment. FDA records indicate that it is a registered facility with the agency, but it has never been inspected and doesn't hold any medical device clearances from the FDA.

how are you usre that its a1/2 month MCO effect? what if they dont get to bill their customer for the full March, which means only Jan/Feb, they already hit 426mm, if March is a full billing, that would be more than RM600mm revenue.

https://www.marketscreener.com/business-leaders/Jen-Hao-Kuo-0GS1NV-E/biography/

Checked the stock performance of the new major shareholder's company, its looks like another mudajaya though :p

dyson announce shifting HQ to Singapore.

catalyst : USD up, new labour coming in, japan just being hit by severe disaster, more board will be needed to rebuild

sapu more, what ya waiting for

compare to last year, KWAP + EPF has at least increase 50% of holdings. if we want more insights, find someone from either institution to understand. the directors don't commmunicate much in last year agm.

Alex, are you going to upcoming agm?

Is the agreement between Jaks and CPECC, and power purchase agreement ever being published? Just curious what are the terms and conditions.

hows the progress on vietnam ipp?

Their property project ekovest and ekotitiwangsa seems to be missing delivery dateline, anyone calculated how much they have to compensate to buyers?

Anyone attended their AGM? anyone know the detail of the contract with China?

Anyone attended AGM? please share

anyone calculated their philippines revenue and future cash flow?

2018Q4 operating cash flow = FY2017 full year OCF though.

but how come Revenue drops so much....hmmmm, someone called skpres lah
their report disclosure is so little...

what will trigger explode? no new orders announced, is the PCB assembly commenced operation?

will the company bank account get freezed? if yes then how to service all this high loan ?

How can parkson turnaround as more brands heading towards setting up own store with dedicated sales personnel, china side start to integrate experiential space for shoppers.

At the same time, parkson will be whacked by online shopping, shopee just release their quarter earning, you can see how much their sales grow. now its common people compare price with online on the spot, for brand store, they snchronized online price with store price. but how parkson can do that?

see if BURSA shares will be sell down due to this halt

how come didnt see BURSA issue unusual market activity warning on eden, thriven, edu, opcom?

EPF got 270mm shares ... lost more than 100mm in 2 days.

if no one knows what fundamentally wrong, there's noting to worry. or are they run short of foreign labour again?

The MD is fine in answering all question, but you can't access from this since its just a AGM.

You want to see how prudent, email them and see if they reply.

neonode new management stated in latest shareholder conference they will stop focus on airbar and other non core product. The sales are not moving, What kind of impact would this bring to Salutica?

Has Salutica TPMS penetrate the US/EU market distribution channel?

anyone going agm besok from kl? wanna carpool

how much would Salutica be affected if airbar failed? Neonode CEO are being replaced recently

Result is worse compare to 2016Q4, but few good points,

1. Result is better than 2017q3,
2. OCF generates RM44mm current quarter, full year OCF also more than last year.
3. notes states labour shortage issue is resolved.


Forex loss is around rm2.3mm, which affects 20% of result (during 2017.10-2017.12 USD drops around 20 cents vs MYR). if USD maintain at current level till next quarter, they will loss around the same. Hopefully the new plant, eringi cultivation and labour force increased would able to cover this loss substantially

OCF + 70mm, the amount of debt reduce means past 3 months they dont have to pay hefty interest.

Revenue is down, but so is operating cost. does it means they have found a way to manage labour expenses?

Kang Yao Anyone attended their agm previous year? Like to know if they conduct slideshow presentation and how open are the management during Q&A

Anyone from KL/PJ wanna carpool to their AGM on Friday? We can split petrol /toll cost. Whatsapp me 011-23392780 (whatsapp only)

Anyone track what's the total volume transacted through out the downtrend?

from 2016AR, USD weakened 10%， PBT will only reduced by RM4.3mil. so why the price come down so much due to USD weakening?

from 2017AR, if USD weakeaned by 15%, PBT will increase RM30mil.... assumed current weakening around 10% from 2017, PBT will + RM20mil, is that the reason why the Gov fund keeps buying?

http://www.theborneopost.com/2018/01/17/wood-based-manufacturers-earnings-prospects-to-face-challenges-in-2018/

Hevea has a 60-70% hedging policy though

anyone know who funded the production line of airbar?

neonode CEO just step down.... airbar sales aint picking up, you can check its not even launched in china, which in their quarter conferencing claim it should be in jd or tmll last year

where can you find cold eye latest holding?

thousand thanks. wish i have attended the agm too

anyone going agm tomorrow from cheras? wanna look for carpool to share cost

https://list.tmall.com/search_product.htm?spm=a220m.1000858.1000724.4.4c637810M1KEuT&q=%B5%C2%D2%E2%D6%BE%C9%BD%B7%E5&sort=d&style=g&from=.shop.pc_1_searchbutton#J_Filter

Their Tmall statistic looks quite bad.
The mainstream player are shifting to Asian celebrity, how can they fight, check out sevenwolves
https://list.tmall.com/search_product.htm?q=%C6%DF%C6%A5%C0%C7&type=p&spm=a220m.1000858.a2227oh.d100&from=.list.pc_1_searchbutton


If they don't have a competitive edge, The more counter they bragged about, the more they will bleed.

we have a good candidate for Bandar Malaysia >D

the previous year crappy result is mostly due to the ipp shits, since its resolved now, expect mudajaya to goes back to its previous target. and based on the tender records on highwy, mrt, mudajaya has pretty high success rate

Hevea recently bought a piece of land from their directors, 3.13ha for rm13mm(rm40/sqft).

Based on the valuation from their list of properties, their current factory land is value at rm30/sqft. and adjacent available factory for sale with building is rm50/psft, empty land which just sit across the main road is rm19/sqft

Is it overpriced? anyone look into this?

anyone attended yesterday agm? mind to share?

the company IPO raised 17mm, from their prospectus, they distribute 13mm as dividend to shareholders for past 3 years, its a very obvious interpretation.

And, none of their customers are the top glove manufacturer in Msia.