kossan has been laggard all this while due to slow increase in asp...stock price is for next 6 months earnings...wake up liao guys

Remember kossan has been laggard in q2 of share price performance? Boc slower in hking the asp

For spot order*

All this while they said 15 to 20%...stock price for next 6 months earnings...not now

Seem like next year capacity will up more than analyst expected...looking forward their new tp...likely tp revised to 15.5

Everyday selling fruit here

do you know the breakeven loading rate for Airasia?

risk tolerance level different for investors ... you cant expect a value investors to jump into HARTA TG AND SUPPERMAX now is they want to hold for mid to long term ...

apple you should re-study the research reports for all big 4 before you comments here...how do you derive the overvalued of kossan TG HARTA SUPERMAX all PE would be higher than Kossan after 2 years once abnormal earnings normalized...

Who attended mynews agm

Epf increased shareholdings fron 5.979% to 6.51% as at 16/6

3rd time fund pull up kossan price 20c 20c this time 30c

Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
KOSSAN RUBBER INDUSTRIES BERHAD

Particulars of substantial Securities Holder
Name EMPLOYEES PROVIDENT FUND BOARD

1 05 Jun 2020 607,400 Acquired Direct Interest

2 05 Jun 2020 236,000 Acquired Direct Interest

3 05 Jun 2020 156,800 Acquired Direct Interest

4 05 Jun 2020 770,200 Disposed Direct Interest

5 05 Jun 2020 2,074,400 Acquired Direct Interest

6 09 Jun 2020 1,901,300 Acquired Direct Interest

7 09 Jun 2020 141,200 Disposed Direct Interest

Nature of interest Direct Interest
Direct (units) 75,143,620
Direct (%) 5.875
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change 75,143,620
Date of notice 09 Jun 2020
Date notice received by Listed Issuer 12 Jun 2020

Epf bought totalling 6.25m on 3 n 4th june

Revenue can grow 2x 3x...but bottom linw can grow 10%?

Not about top line about profit margin. About operational efficiency...

Krono can help their potential customers to lower their biz cost

QR code la...banks tngo no charge also...revenue charging everything

Commentary Of Prospects
Kelington’s FY2019 performance has been satisfactory, with double-digit growth in earnings, amidst the challenging operating landscape. The UHP and Process Engineering divisions were the key growth drivers to the Group, and we expect to sustain the momentum going forward. In 4Q2019, we continue to receive strong replenishment of orders from the UHP and Process Engineering divisions originating from Singapore and China. We clinched an additional RM92 million worth of projects in 4Q2019 which then boosted our total new project orders to RM386 million in FY2019. We started FY2020 on a positive note as we received approximately RM105 million worth of new orders in the first 2 months of the year, despite the soft operating environment today. Inclusive of the carried forward projects from FY2018 and new orders in FY2019, Kelington’s total orderbook grew to RM646 million, of which RM258 million remains outstanding as at 31 December 2019. The Group is optimistic on our growth prospects as we continue to work hard to clinch for more projects across our key markets. In addition to that, the Group has made positive developments in its foray into the Industrial Gas business. The construction of the new liquid carbon dioxide plant has been completed and registered maiden revenue contribution as it commenced operations since late October 2019. Kelington expects production to ramp up progressively as orders increase, and we anticipate better contribution from this new business from FY2020 onwards. The Group’s key operations outside Malaysia, which are Taiwan, China and Singapore are carried out in the respective local currencies of those countries. Hence, the Group enjoys a natural currency hedge, and this minimizes the Group’s exposure to the fluctuations in the currency markets.

Yes. And market sentiment is bad and yinson still free from any negative news at this moment

YINSON HOLDINGS BERHAD ("YHB" OR "COMPANY")

LETTER OF INTENT ISSUED BY AKER ENERGY GHANA LIMITED FOR THE PROPOSED AWARD OF A BAREBOAT CHARTER PARTY AGREEMENT FOR THE PROVISION OF A FLOATING PRODUCTION, STORAGE AND OFFLOADING VESSEL ("FPSO") AT THE DEEPWATER TANO/CAPE THREE POINTS ("DWT/CTP") CONTRACT AREA, OFFSHORE GHANA AND AN OPERATION AND MAINTENANCE AGREEMENT

The Board of Directors of the Company is pleased to announce that Kelington Engineering (Shanghai) Co., Ltd, a wholly-owned subsidiary of Kelington had on 12 February 2020 received contracts from the largest semiconductor foundry company in China to perform base build and gas hook up works at few locations in China (i.e. Beijing, Tianjin) (“Contracts”). The total Contracts value is worth approximately RM64 million. The period of the Contracts was two years commencing from 6 January 2020.

RM9

Coming

（瓜拉雪兰莪13日讯）原产业部长郭素沁驳斥关于印度呼吁抵制大马棕油的报道，因为从几次讨论中得知，印度棕油买家反而是希望大马增加原棕油出口。

她出席大马永续棕油（MSPO）认证讲解会及与雪州油棕种植者对话后，回答记者的问题。



记者是问及最近有报道指印度抵制大马棕油，她反问：“什么抵制？他们只是希望我们（大马）出口更多的原棕油，并减少精炼棕油的出口。” 。

出席活动还包括大马棕油局（MPOB）总监阿末巴维斯博士和大马棕油认证理事会（MPOCC）总执行长周日升。

https://d.maybank-ib.com/template-deployer/dsmibbmy/C1456247153818/48a9eb0dae4e47a89758980780466653/index.htm?q=hedbADEgho8rVbi9Yjh3sMveL6353QaheAOHiv0odHQ

India new retriction may hit sop downstream.
But whether indo has to capacity to support india demand or not to be seen.

KLK by public invest research
Its cost of production in FY19 rose 6% y-o-y to RM1,456 per tonne excluding palm kernel contribution, due to the minimum wage hike’s impact in Malaysia (+9%) and Indonesia (5% to 7%). The management expects a flat to slight increase in the cost of production this year likely due to similar reasons. It has locked in nearly 50% of its FY20 budget for fertiliser application at a steady level.

SOP by Maybank invedtment
Cost cut and mechanisation lowered production cost We estimate SOP’s 9M19 all-in cost of production for its upstream ops at MYR1,665/t (-8% YoY). We understand the lower YoY cost was due to cost cutting measures undertaken and introduction of more mechanisation to counter rising wage bills. As for fertiliser, we understand SOP has applied ~90% of its full-year fertiliser requirement in 9M19 (9M18: ~85%).

Sarawak CM want state owned company turn to be efficient company else no bonus for the staffs and management teams. SOPB has been doing from normal to great...after managed reduced productiom cost to 1.68K per tonne. KLK at 1.4K+

Other tech traded at 30+pe.
Mpi should at least looking at 25pe

Yes. Good and congraz all sop holders

10 to 11

Refinery exporter can also avoid levy win win being intergrated planter + cost rationaliazation than havnt not seen in past 10 yrs. I believe this year sop will give good dividend. State govern will wan sopb to continue doin well and sustainable so that they can consistently receive dividend year over year.

Please also visit sopb website if you guys have not been doing so. Their web will impress your.

Sop will benefit

Yes. No more hankypanky things inside sop.
Yield after transformed

They do have clue on the commodity price but unless the level of cpo is sustainable. Then they will start to factor in in their report. Otherwise u will see the changes in tp very often perhaps on monthly basis.

Indo levy favor malaysia cpo price

Now still singer digit pe for 2020.

If stay at this cpo for 2020. Profit will hit 300m

1st SOP is an efficient planter now compared in 2017
2nd SOP lack of retailers, will slowly move up amd steady
3rd SOP is an fully intergrated + sustainable palm oil

300M

Cost cut and mechanisation lowered production cost We estimate SOP’s 9M19 all-in cost of production for its upstream ops at MYR1,665/t (-8% YoY). We understand the lower YoY cost was due to cost cutting measures undertaken and introduction of more mechanisation to counter rising wage bills. As for fertiliser, we understand SOP has applied ~90% of its full-year fertiliser requirement in 9M19 (9M18: ~85%).

https://www.linkedin.com › pulse
Biggest Card Interchange Fee Reduction in Malaysia - LinkedIn

What would revenue valuation look like if revenue force to reduce their mechant transaction charges from 1.5% to 0.1% to 0.4%...

Yes. SOP profit will hit record high possible to break 300m

Have to ask yourself one question...if the rf division is so good why broadcom want to sell now instead if later after5g......broadcom ceo very good in m&a nvr undermine his vission...competition coming...sequeue profit.

What a remarkeble transform over last 8 years.

You can read his research...this interview very brief

Require more time to collect

Looking forward to see sop hit 300m for 2020