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2021-03-17 12:54 | Report Abuse
Value investing is always the best.
A good company with deep value will always go up, it is just a matter of time.
2021-03-17 12:48 | Report Abuse
SCK82, where you get the source of Superlon received huge order?
I saw their Klang Sentosa factory are getting busy n busy, many container in & out.
2021-03-16 18:01 | Report Abuse
Wow, my favourite Superlon result out d.
QoQ and YoY both increase.
Very good. Stable company.
Coming quarter Feb'21-Apr'21 should be perform better, as the economy start to recover, no more MCO 2.0, many office has back to operation, school also resume d...
2021-03-16 17:56 | Report Abuse
Wow, 5 contenna, your size is 10x of mine.
Strong !!!
2021-03-16 17:54 | Report Abuse
Tete7893, many guru already aiming this counter.
They are collecting slowly slowly.
Once they full d, you will see a lot of article, infographic viral in facebook, telegram group.
2021-03-16 17:26 | Report Abuse
BPLANT, time to wake up lo
2021-03-16 17:25 | Report Abuse
Good move bulldog.
I also want to add more, but lack of fund.
Anyway, I have 5 lorry of TDM on hand d.
Looking forward for 40sen.
2021-03-16 17:05 | Report Abuse
More to come....
See you at 30sen.
Those who still hoping to buy sell at 16sen 19sen need to reset your strategy d.
Strait will never back to that level.
Maybe now you can set 24sen buy - 29sen sell.
2021-03-16 17:03 | Report Abuse
Today manage to accumulated some DANCO.
Too many good counter, but too little fund.
2021-03-16 17:02 | Report Abuse
Dont worry, Kossan will come back 1 day.
Just a matter of time.
躺下有几长,站着就有几高。
Kossan ASP is the lowest amongst all glove, because the boss is very conservative. It still have minimum 6 quarter to show Q-to-Q profit increase.
I think now their quarter report ASP is showing last year May-June ASP price. Next quarter will reflect July-Aug ASP, which is minimum 30% higher than previous quarter.
2021-03-16 16:57 | Report Abuse
Good Closing.
Looking for more upward in coming days.
TP 1: RM0.985
TP 2: RM1.28
TP 3: RM1.55
2021-03-16 16:06 | Report Abuse
Wow.. Utama Logistic.
Focus on phamaceutical delivery, with Halal certified Hub, best in Town.
I believe CJCentury sooner or later will be Top 1 logistic in Malaysia
2021-03-16 15:53 | Report Abuse
Luster sure fly. I never doubt on it.
Just a matter of time.
2021-03-16 14:25 | Report Abuse
Texchem slowly slowly climb up.
Better result expected for next quarter.
Chemical industry is doing very well.
2021-03-14 22:26 | Report Abuse
Nutriplus is premium egg, it is different from the tray egg that rejected by Singapore Authority.
You can go to any supermarket / minimarket to buy Nutriplus egg, you see the red font wording chop on the egg shell, it will stated :NUTRI - OMEGA", instead of LHB.
2021-03-14 22:20 | Report Abuse
anything below RM0.32 consider good buy d.
2021-03-14 22:20 | Report Abuse
Actually salmonella is very common at every farm, it is not something very special.
LHB egg got salmonella could be the egg accidentally touch the chicken shit, or maybe the egg tray polluted...etc.
2021-03-14 22:10 | Report Abuse
good news... once KYY clear his supermax, sure supermax will go up soon.
2021-03-13 02:04 | Report Abuse
Strait is not logistic, it is more on marine fuel bunkering services.
2021-03-13 01:28 | Report Abuse
Currently, all China manufacturer who have FDA and CE certification are selling their nitrile glove at above USD100, confirmed by International Glove Trader.
2021-03-13 01:25 | Report Abuse
Trust me, glove ASP never drop so far, checked with many glove trader d.
2021-03-11 21:59 | Report Abuse
BPLANT coming soon, will challenge RM0.68 level
2021-03-11 21:58 | Report Abuse
Strait is consider a good investment, because its price is consider cheap. High percentage to strike big in this counter.
2021-03-11 17:47 | Report Abuse
Source from from International Glove Trader :-
1) On Sep'2020, their company just signed a 1 year contract at USD83.00 for 5mil pcs glove per month (about 2 container per month) for 12 months. Shipment will be start on Jan'2021 - Dec'2021.
2) On Nov'2020, their company just signed just signed a 1 year contract at USD97.50 for 7.5mil pcs glove per month (about 3 container per month) for 12 months. Shipment will start from Mar'2021 - Feb'2022.
3) On Jan'2021, their company just signed just signed a 1 year contract at USD103.00 for 5mil pcs glove per month (about 2 container per month) for 12 months. Shipment will start from May'2021 - Apr'2022.
* The above just a contract signed with one of the Malaysia Glove Manufacturer (not necessary will be TG)
From this information, we can ensure that all this high ASP (USD70 and above) are yet to reflected in the Quarter Report, and it will only reflected on Q3, Q4 2021 and Q1, Q2, Q3 ,Q4 2022.
So all the analyst who assume ASP will start drop in Q3'2021 will immediate reflected in Q3'2021 QR is incorrect. The ASP drop will only start reflected in FY2023 as the entire production line for FY2021 and FY2022 are mostly fully book and locked with high ASP price d.
Assume the raw material price are remain same and non of the customer cancel the order, Top Glove should be able to continue earn total RM12bil for FY2021, and RM8-10bil for FY2022, then only gradually drop to RM4-5bil for FY2023.
2021-03-11 15:54 | Report Abuse
Texchem factory very busy, every day many container truck in and out.
Good sign!
2021-03-11 14:00 | Report Abuse
bonus issue might be coming next quarter, hold tight tight.
2021-03-11 13:59 | Report Abuse
will Ruberex give bonus issue again? Or perhaps can give warrant?
2021-03-11 12:01 | Report Abuse
sometime I really feel like give "A ROUND OF APPLAUSE" to Top Glove.
How can a world class company share price continue drop everyday?
What happen to you?
Tan Sri, We small investor cannot find out what happen, but you are the controller of the company, can you find out who is dumping your company share? You can anytime appoint Boston Consulting Group, BlackRock or Goldman Sach, ask them to help you plan something.
2021-03-10 16:52 | Report Abuse
Good sign good sign!
Today I only 0.3% volume, the balance 99.7% is by other.
2021-03-09 13:37 | Report Abuse
Slight miss, but very good to see margin still increasing, despite raw material price has gone up so much.
2021-03-09 12:58 | Report Abuse
Estimated PAT - RM3.1bil
Let see accurate or not.
2021-03-09 12:32 | Report Abuse
Next quarter : Revenue RM200mil , PAT RM80mil
2021-03-08 14:16 | Report Abuse
I am still collecting.. hehe
2021-03-08 02:15 | Report Abuse
This week is Glove week.
So Chemical Stock will be go up together.
2021-03-07 13:29 | Report Abuse
My strategy is everytime it drop from high by 5%, I will buy 10 big lot.
If it remain at the same price level for more than 1 week, I will buy again.
Fund allocated for this counter is RM150k as long as the price still below RM1.00.
Once it above RM1.00, I will not top up anymore. Then fund will be move to another undervalue growth stock.
Example:-
If it go up to RM0,75, then it drop 5%, around RM0.715, then I will buy. If drop to RM0.68, I will buy again, then RM0.65. If it stop dropping, maintain at RM0.65 for more than 1 week, I will buy again. if it move up to RM0.715 and maintain there 1 week, I will add more also. This action will be repeat until the share price reach RM1.00.
What happen if the price continue drop? All the way from RM0.75 to RM0.30?
For me, if the fundamental or growing of the company does not have significant change, I will continue stick with it.
My target is to accumulate, I am not looking for short term rebound or profit taking, I am aim for long term, until the price reflect its true value.
2021-03-07 13:13 | Report Abuse
DANCO never make us disappoint, but more before it reach RM1.00
2021-03-03 19:27 | Report Abuse
Capacity increase from 1bil to 2.5bil, you will the the profit quantum leap.
2021-03-03 01:39 | Report Abuse
Good write up, wise thought.
2021-02-28 13:26 | Report Abuse
FGV hold MSM.
MSM share price increase so much, so it will resulted in unrealised gain for FGV next QR?
2021-02-28 13:21 | Report Abuse
If you think Chuan Huat is good, better take a second to look to LeonFuat.
LeonFuat is difference from other steel counter, which mainly focus on either manufacturing or trading. LeonFuat is more focus on steel processing, which is higher margin and less competitor, and they have owned one of the highest speed machine in South East Asia.
Steel trading mean you just buy steel from manufacturer, then sell to hardware shop or construction site.
Steel processing mean you customise the steel to any shape or design that your client request. Example, if you client is furniture manufacturer, they will request you to produce a steel handle for their drawer, steel stand for their table...etc.
2021-02-28 13:01 | Report Abuse
QR not yet out, that is 2019 result, don't mislead!
2021-02-28 12:54 | Report Abuse
@yuhang99, good writing.
This counter really have potential to gain 200%.
2021-02-27 00:33 | Report Abuse
好股不怕跌,因为市场还是会有很多价值投资者会慢慢买进的。
2021-02-26 15:23 | Report Abuse
Invest in Luster need to ready to hold for 1-2 year, i believe the outcome will be fruitful. It could be 200% return in 2 years.
2021-02-26 15:19 | Report Abuse
Invest in steel stock need to follow cycle, now is just the beginning of the cycle.
2021-02-26 10:52 | Report Abuse
Result will be out today?
If they include the car dealer business into it, expected revenue will be double up!
2021-02-26 10:50 | Report Abuse
All investor have too high expectation on SCOPE, so when the result out, even though it is a improved result, but market still disappointed with it.
Stock: [TEXCHEM]: TEXCHEM RESOURCES BHD
2021-03-17 12:58 | Report Abuse
TEXCHEM NTA is RM2.00
TEXCHEM EPS for last 2 quarter is 6+8 = 14sen
Assume next 2 quarter can have consistent result of 8sen, so total 4 quarter will be 30sen.
Current price is RM0.86. PE is less than 3 times.
Fair value for this company should be at least RM2.10 (7times) - RM3.50 (12 times)