China kena 60% Tariff, Malaysia kena 10% Tariff.
I thinks this can consider a good news for Malaysia Glove Player?

https://www.thestar.com.my/business/business-news/2024/07/22/trump-20---more-pain-than-gain

Not sure why the YBS interview has been taken down.
Perhaps the CEO has accidentally revealed something that not suppose to reveal, as during the interview, there are a lot of information that never disclosed by the Company.

YBS Latest Interview.
https://www.youtube.com/watch?v=vhFqi_f0kjE

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

英科医疗(300677)7月18日晚间发布业绩预告，预计2024年上半年度实现净利润5.5亿元—6.2亿元，同比增长87.61%—111.49%。报告期内，公司产能利用率达100%，一次性丁腈手套及一次性PVC手套的销售均价较去年同期均有所提升。

You can keep waiting for its to drop. But please get ready for plan B, what happen if it not going down, but start to take off and breakout previous high? Will you jump in again.

Look at above news, ENOVIX is planning to invest RM5.8bil in next 15 years.
For a MNC to invest RM5.8bil, do you think their ROI is RM20-30mil, nope, it will be minimum RM500mil (based on very conservative ROI of 8%) per annum.
So YBS as their manufacturing partner, do you think it is ridiculous to predict YBS to earn RM20-30mil per annum? For me, this is very prudence estimation, a normal forecast should be at least RM50-60mil per annum.

Nasdaq-listed Enovix Corporation, which is an advanced silicon battery company, will invest a total of US$1.2 billion (RM5.8 billion) in Malaysia over a period of 15 years, which includes an RM315 million manufacturing line announced in August.

"With more than three decades of personally working closely with the Malaysian government authorities and having successfully built and run several large factories, choosing Malaysia for our first high-volume manufacturing facility was an easy decision,” its chief operating officer Ajay Marathe said.

He said Malaysia’s deep pool of technical talent, business-friendly environment and close proximity to our vendors and our customers’ manufacturing facilities, makes it an ideal location for us to help develop the battery supply chain ecosystem and manufacture and scale our next-generation batteries.

The manufacturing line co-partnered with YBS International Bhd will be in Penang

Enovix Malaysia Sdn Bhd is currently in the process of installing its machinery and is projected to be fully operational in 2024, it said in a statement here today.

I am expecting YBS can achieved minimum PAT of RM20mil (1st Year) and RM30mil (2nd Year).
If based on PE 30 times, market cap of RM600mil - RM900mil is not ridiculous.

RM3 TP is not ridiculous, it is achievable.
Because YBS is a very small company, it has only 263 mil share.
Based on RM1 per share, its market cap will be RM263 mil.
Based on RM3 per share. its market cap will be RM789 mil only.

You think market cap RM789mil is very high and impossible to achieve?

Please look at below 2nd liner Technology Stock:-
1) JFTECH - Market Cap Rm802mil
2) CPETECH - Market Cap RM671mil

You go to look at the financial report of this two company, you think YBS (with coming ENOVIX production), is lousy than them?

手套股经历了几年产能过剩，售价贱跌煎熬，今年四月至六月业绩初见曙光，券商分析员也上调手套业前景。

丰隆投资银行（HLIB）研究预测，手套厂商在下一季度可以交出更好业绩及盈利。

大马股市4大手套厂是顶级手套（TOPGLOVE 7113），贺特佳（HARTA 5168），高产柅品（KOSSAN 7153）及速柏玛（SUPERMX 7106）。

四大厂股价过去2个月明显回升，但是和2021年最高峰相比，股价蒸发80%左右。

顶级手套终止连亏7季窘境 Q3净赚5067万令吉


在周二的行业更新中，HLIB表示，虽然总体上看好经营环境的改善，但认为 2025 财年的复苏论调已被合理定价。

我们维持对该行业的 “中性 “评级，但对高产柅品（KOSSAN 7153）及的评级为 “买入”。

HLIB称，销售量将显着恢复，而平均销售价格（ASP）将从第二季度（2024年第二季度）起逐步改善。

该研究机构称，就地区而言，总部位于泰国的斯里庄手套公司自2020年中期上市以来，其2024财年第一季度的销售量达到了101亿件（季度环比增长14%），创下了新的记录，以510亿件的装机容量计算，工厂利用率达到了87%。

该公司称，就以泰铢计算的平均售价而言，斯里庄市环比略微增长了 1%。

该报告说，在中国，自 2023 财年第二季度以来，丁腈医用橡胶手套的主要生产商一直在满负荷生产。

“2024 年第 1 季度，中国最大的丁腈手套生产商英科医疗（Intco Medical）的丁腈手套销量持平，而根据我们的回溯计算，丁腈手套的平均售价（ASP）至少环比增长了 13%。

“例如，贺特佳（HARTA）以令吉计算的平均售价在2024年第1季度提高了2%至3%，但其他公司的平均售价却下降了2%至5%。

“因此，我们得出结论，与全球同行相比，2024 财年第一季度的销售量和平均售价轨迹的偏差主要是由于本地同行之间的价格竞争造成的，因为一些企业的产能仍然过剩，”它说。

HLIB表示，虽然它对手套生产商经营环境的改善持积极态度，但2025财年的复苏论调已被合理定价，因为5月份美国宣布对中国加征关税后，积极的情绪推动了近期的股价反弹。

手套股经历了几年产能过剩，售价贱跌煎熬，今年四月至六月业绩初见曙光，券商分析员也上调手套业前景。

丰隆投资银行（HLIB）研究预测，手套厂商在下一季度可以交出更好业绩及盈利。

大马股市4大手套厂是顶级手套（TOPGLOVE 7113），贺特佳（HARTA 5168），高产柅品（KOSSAN 7153）及速柏玛（SUPERMX 7106）。

四大厂股价过去2个月明显回升，但是和2021年最高峰相比，股价蒸发80%左右。

顶级手套终止连亏7季窘境 Q3净赚5067万令吉


在周二的行业更新中，HLIB表示，虽然总体上看好经营环境的改善，但认为 2025 财年的复苏论调已被合理定价。

我们维持对该行业的 “中性 “评级，但对高产柅品（KOSSAN 7153）及的评级为 “买入”。

HLIB称，销售量将显着恢复，而平均销售价格（ASP）将从第二季度（2024年第二季度）起逐步改善。

该研究机构称，就地区而言，总部位于泰国的斯里庄手套公司自2020年中期上市以来，其2024财年第一季度的销售量达到了101亿件（季度环比增长14%），创下了新的记录，以510亿件的装机容量计算，工厂利用率达到了87%。

该公司称，就以泰铢计算的平均售价而言，斯里庄市环比略微增长了 1%。

该报告说，在中国，自 2023 财年第二季度以来，丁腈医用橡胶手套的主要生产商一直在满负荷生产。

“2024 年第 1 季度，中国最大的丁腈手套生产商英科医疗（Intco Medical）的丁腈手套销量持平，而根据我们的回溯计算，丁腈手套的平均售价（ASP）至少环比增长了 13%。

“例如，贺特佳（HARTA）以令吉计算的平均售价在2024年第1季度提高了2%至3%，但其他公司的平均售价却下降了2%至5%。

“因此，我们得出结论，与全球同行相比，2024 财年第一季度的销售量和平均售价轨迹的偏差主要是由于本地同行之间的价格竞争造成的，因为一些企业的产能仍然过剩，”它说。

HLIB表示，虽然它对手套生产商经营环境的改善持积极态度，但2025财年的复苏论调已被合理定价，因为5月份美国宣布对中国加征关税后，积极的情绪推动了近期的股价反弹。

手套股经历了几年产能过剩，售价贱跌煎熬，今年四月至六月业绩初见曙光，券商分析员也上调手套业前景。

丰隆投资银行（HLIB）研究预测，手套厂商在下一季度可以交出更好业绩及盈利。

大马股市4大手套厂是顶级手套（TOPGLOVE 7113），贺特佳（HARTA 5168），高产柅品（KOSSAN 7153）及速柏玛（SUPERMX 7106）。

四大厂股价过去2个月明显回升，但是和2021年最高峰相比，股价蒸发80%左右。

顶级手套终止连亏7季窘境 Q3净赚5067万令吉


在周二的行业更新中，HLIB表示，虽然总体上看好经营环境的改善，但认为 2025 财年的复苏论调已被合理定价。

我们维持对该行业的 “中性 “评级，但对高产柅品（KOSSAN 7153）及的评级为 “买入”。

HLIB称，销售量将显着恢复，而平均销售价格（ASP）将从第二季度（2024年第二季度）起逐步改善。

该研究机构称，就地区而言，总部位于泰国的斯里庄手套公司自2020年中期上市以来，其2024财年第一季度的销售量达到了101亿件（季度环比增长14%），创下了新的记录，以510亿件的装机容量计算，工厂利用率达到了87%。

该公司称，就以泰铢计算的平均售价而言，斯里庄市环比略微增长了 1%。

该报告说，在中国，自 2023 财年第二季度以来，丁腈医用橡胶手套的主要生产商一直在满负荷生产。

“2024 年第 1 季度，中国最大的丁腈手套生产商英科医疗（Intco Medical）的丁腈手套销量持平，而根据我们的回溯计算，丁腈手套的平均售价（ASP）至少环比增长了 13%。

“例如，贺特佳（HARTA）以令吉计算的平均售价在2024年第1季度提高了2%至3%，但其他公司的平均售价却下降了2%至5%。

“因此，我们得出结论，与全球同行相比，2024 财年第一季度的销售量和平均售价轨迹的偏差主要是由于本地同行之间的价格竞争造成的，因为一些企业的产能仍然过剩，”它说。

HLIB表示，虽然它对手套生产商经营环境的改善持积极态度，但2025财年的复苏论调已被合理定价，因为5月份美国宣布对中国加征关税后，积极的情绪推动了近期的股价反弹。

I expect coming QR Kossan can deliver PAT of RM60-70mil.

Wow, Hong Leong give Kossan Target Price of RM3.23.

Kossan’s 1QFY24 core PATMI came in at RM24.7m (-19.6% QoQ, +191.2% YoY),
making up 13.2% of our (inline) and 16.9% of consensus (above) full year
expectations. Weaker QoQ performance was mainly due to higher tax expense of
RM8.9m (vs RM1.8m in 4QFY23). Going forward, we expect Kossan to deliver
sequentially stronger earnings in the coming quarters, underpinned by (i) the
commencement of the inventory replenishment cycle, (ii) potential trade diversion
from US to Malaysia as a result of US FDA import alert issues and higher import
tariff on China in CY26f, as well as (iii) higher profit margin from economies of
scales. On top of the recovery thesis in CY25f, we do believe there are potential
re-rating prospects for Kossan, considering its more favourable balance sheet and
income statement profiles vs Hartalega. Keep BUY call on Kossan with an
unchanged TP of RM3.23, based on a P/E multiple of 32x (at parity to Hartalega’s
3-year pre-pandemic average) on its FY25f EPS of 10.1 sen

If it is going to privatise, I believe minimum offer price should be RM1.50 and above.

DANCO has restarted its engine.

TP1: 55sen
TP2: 78sen
TP3: 95sen

Estimated EPS for FY2024 should be 6sen
Q1 - 1.0sen
Q2 - 1.5sen
Q3 - 1.5sen
Q4 - 2.0sen

TDM is a Healthcare Counter that covered by its Plantation skin.

1) TP 1 = RM0.29
2) TP 2 = RM0.36
3) TP 3 = RM0.44

This is GENETEC 2.0.
Next year will be RM3.00

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3464148

My gut feeling told me today will touch RM0.56.

Box will be open soon.
Pandora Box.

This River of Life Project is awarded to MRCB and Ekovest.
I think MRCB do nothing, while Ekovest do all the work, and profit all pocketed by MRCB, while work & cost all suffered by Ekovest.
So it is good news to stop the project.

Very simple..
THETA has the connection, and NOVAMSC has the E-Government technology know how. And this Technology is very strong technology, as even Singapore Government also appoint NOVAMSC to implement this project for them.

Without THETA, NOVAMSC will never get the big government project, because it don't have the connection, and it is not a Bumiputra company. No matter how good is its technology, Government will never award project direct to NOVAMSC.

Without NOVAMSC, even after THETA awarded the Project, it cannot implement it, because THETA do not have the E-Government services Know-How. This is why THETA has sign MOU with NOVAMSC.

Now the project is awarded, very soon the JV between THETA and NOVAMSC will be formed.
And this project will be implemented by this JV Company.

Now is only Ampang Municipal, later soon will have PJ Municipal, Subang Municipal, Kajang Municipal, Shah Alam Municipal, Klang Municipal

PPHB is a undervalue GEM.
When the timing come, It will shine like a Diamond.
TP 1 = RM0.70 (Achieved on 10th Jan 2023)
TP 2 = RM0.90 (Achieved on 10th May 2024)
TP 3 = RM1.20 (Achieve on 12th Jul 2024)

Next TP will be the NTA RM1.50.

So afternoon session will be up or down?

If can close at RM0.23-RM0.24, then next week will be excited.

If close at RM0.18 or below, then no movie liao.

Tomorrow queue 100 big lot at 16sen to try luck.

I feel that not many retailer kena trap leh...
I look at the volume, feel like less than 5% is done by retailer, 95% is done by syndicate.
All left right changing hand.
I think within i3 forum, maximum 30 forumer has bought into this share.
I saw facebook or other channel, also not much people discussing.
Even those "guru-guru" also didn't see any buy call.
I feel that it will not game over so fast, sure got second round.
Need to standby bullet to catch the 2nd round uptrend.

A big Thumb Up for Michael Kwok, he is super good in identify the peak.

GOOD RESEARCH!!

Hope tomorrow will be a great week again for all Novamsc shareholders.

This company better than SNS.

SNS is just a distributor, it is trading of other company's product.
Distributor can only earn a standard margin on top of products.

Novamsc is inventor, it has invented its own software, its own system, and even Singapore governments is using its software or services. During the process, it may spend a lot of money of R&D, but once the products commercialized, there costing will be reduce substantially, and the revenue will be come in continuously.

Wow.. what I predict yesterday really come true.
Today is breaking 25-26sen.

I am so glad that I made a wise decision to bought back Novamsc at 0.16-0.165.
It is really not an easy decision to bought back a counter at higher price after you have sold it on a day before at RM0.145.

SWSCAP is a undervalue GEM.

1st TP: RM0.285
2nd TP: RM0.39
3rd TP: RM0.54

Why choose SWSCAP:-
1) Solid business with solid asset (Factory in Northern & Southern).
Furniture business and Plastic business are proper business. All they need is just to wait for the cycle. When raw material drop, or demand increase, you will see profit come it.

2) MBL acquired a lot of the share at higher price. Sure one day the share price will at least go back to MBL's purchase price.

3) Current market cap is very low, RM68 mil only. Its NTA have minimum RM150-RM200mil if take into account the revaluation of its property and land.

First time I saw use share to pay for consultancy fee.

Last time I know got a big company group, always use its hotel hall or hotel room to pay for its audit fee.

@kkl123, I am eating also, am I a big shark? haha, I hope so.

Seem like my target price will hit soon:-

TP1 : RM1.00
TP2: RM1.50
TP3: RM2.30 (by 2025)

Will YBS hit RM1.00 or RM1.20 before the ENOVIX Grand Opening?

FREMONT, Calif., July 03, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, today announced it will hold a grand opening of Fab2, its high-volume production facility in Penang, Malaysia, on August 8, 2024.

The grand opening will provide key supporters such as customers, investors, business partners, and local officials the opportunity to tour the facility and hear from Enovix executives.


“We are excited to welcome distinguished guests to our high-volume factory from which we will produce category-leading silicon batteries based on our own advanced manufacturing process,” said Ajay Marathe, COO of Enovix. “Our Malaysia team of now nearly 300 people between Enovix associates and the staff of our manufacturing partner have done an incredible job bringing up both the facility and the production equipment to meet World-class standards for customers.”

Located at the Penang Science Park, Fab2 has been built to house up to four high-volume production lines capable of producing tens of millions of high-performance batteries for consumer electronics devices such as smartphones, IoT devices, and laptops.

Enovix has begun producing initial samples for customers from its Agility Line in Fab2 and in parallel is finalizing Site Acceptance Testing of the line. Enovix is also far along in bringing up its first high-volume production line in time to support customer needs as they progress through the qualification process this year. Factory Acceptance Testing of the high-volume line was recently completed.

For those not in attendance at the grand opening, Enovix plans to release a video tour of the facility shortly after the event.

Hopefully tomorrow will break 25-26sen

Ambank has just upgrade Healthcare Sector.

TDM is a Healthcare Counter that covered by its Plantation skin.

1) TP 1 = RM0.29
2) TP 2 = RM0.36
3) TP 3 = RM0.44

Yup... something brewing
After sleep for 3 years, now it is about to wake up.

DANCO has restarted its engine.

TP1: 55sen
TP2: 78sen
TP3: 95sen

Estimated EPS for FY2024 should be 6sen
Q1 - 1.0sen
Q2 - 1.5sen
Q3 - 1.5sen
Q4 - 2.0sen

Annual Revenue = RM140mil
Market Capital = RM1.4bil

Super overvalued.... Only can buy based on TA chart, FA totally wont touch.

Tomorrow is the 1st day of 2nd half year.
Wish everyone Heng Ong Huat.
Wish KLCI break 1700 by end of the year.
Wish FBMSMCAP break 23,000 by end of the year.