Merry Christmas Everybody, Hooray!

Long time not coming back here..
Feel so happy to see more n more people here.

I try so hard to share the information to everybody in this forum, but someone report me, so I can't comments for the past 12 hours.

Anyway, congratulation to those who manage to see my message.

You earn because your see the opportunity and grab the opportunity.
Please thank to yourself also.

Now already hit all my target price, so if you enter now, please responsible for your own decision.

The RM280mil stockpile has increase in market value at least 10-20% minimum, due to the surge in steel price in Q4'2020.

Gross profit margin expected to increase to 18-20% in Q4 report.

Trust me

tomorrow will reach 40sen?

onionchong, good 1, RM0.50 is coming soon

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EPS 7.75 sen
Share Price 7.5sen

You tell me where to find this kind of stock in Bursa Malaysia

Target Price

1st Level : 10sen
2nd Level : 16sen
3rd Level : 22sen

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cccthierry, you must not understand too much about this company.

Let me guide you step by step, so you can understand more.

O&G is a asset heavy industry, all O&G company have to invested a lots in Property, Plant & Equipment (PPE), and all these PPE are finance through term loan / bond.

And because of the asset and borrowing, most of the O&G company are facing accounting loss, because the PPE depreciation cost will be a big portion of its expenses, and the financing cost is even worst.

For M&G, initially this is a company worth 70-80sen, but due to the O&G downtrend in the past few years, its revenue can't even to afford its depreciation and financing cost, and a lot of its borrowing is due soon, so it facing a risk of dissolvency.

However, in the past 18 months, M&G are trying hard to restructure its debts, and finally they have convince the bank to convert the loan into preference share, and this preference share is convertible to ordinary share @ 10sen per share.

After the restructure, M&G short term debt has been resolved, and it has benefited from the debt restructure, as it save about RM100mil financing cost from the debt restructuring. With the new debt term, M&G has solve its cash flow problem, and its save the interest cost for future.

And for the banker, they converted the loan into preference share, so now they become the shareholder of the company. As this preference share are not transferable, so these banker must push the share price above RM0.10, then only they will convert the Preference shares into Ordinary share.

Ask yourself 2 question:-

1)Now M&G is 7.5sen, do you think you have any risk? Since the banker are holding it at the cost of 10sen per share.

2) With the O&G trend coming back, with the lower interest cost in future, do you think O&G will perform worst than the past? This company used to worth 70-80sen, now 7.5sen, don't you think minimum it will back to 20sen.

Boom Boom Boom....
470% QoQ, and 561% YoY.
Best O&G gemstock

Wrong d, I heard due to the India case, more order has switch to Malaysia, and indirectly benefited FPI.

shewdinvestor, I think your comment on the owner is not accurate.

Maybe we should put it this way, before Dato Ong come in, Rubberex is just a lousy glove company, with very thin profit or loss making. No one heard about it, and no people interested to buy it share.

The previous boss know nothing about capital market, it has no much business connection. So the business just running like half die.

But after Dato Ong take over, Dato Ong very good in financing and capital market. It give a new life to this company, he know how to push the share price, how to create public awareness, how to attract investor, how to collaborate with other business man, and he even smart until dispose all the treasury share at RM2.20...etc, this action help the company to gain at least RM10mil from the disposal.

That why Rubberex share price go up from RM0.60 to RM9.00 (based on RM3 after bonus issue).

I think your information might be outdated.. What I heard from people is MasterPack has lost a lot of business due to no more new contract from First Solar.
Please correct me if I wrong.

Seriously, this is the last call d.. If you dont buy now, you will buy at 12-13 sen

The logistic challenge is true, because the freight charges has double up.

As this type of products margin not very high, so when the freight charges increase a lot, it will affect the delivery, as the company / buyer cannot book the shipment, they tend to delay the shipment or alternate for non-primary route with lower freight charges.

If glove stock continue to drop till 31 Dec 2020, then next year biggest gainer will be glove stock... Lets see how.

Based on the predicted profit, all glove stock share price should be at least double or maybe triple from current price.

Hold tight if you got holding power.

Uncle said: "Sorry guys, I already finished my bullet, because I am against the chart, so I buy all the way from RM10 to RM6.XX. Now I need you all to continue buy to support, otherwise I may kena margin call.. Please help .... support support...."

The best is yet to come.

NTA RM1.88, most of the properties are undervalue.
Revised NTA could be RM2.88.

CNI is the most undervalue MLM counter

Last call last call, buy now or never.

last call last call... Superlon will take off soon.

The RM280mil stockpile has increase in market value at least 10-20% minimum, due to the surge in steel price in Q4'2020.

Gross profit margin expected to increase to 18-20% in Q4 report.

Most undervalue steel stock.

Change Supermax to Superlon, sure make you huat.

Watch this:-

https://www.youtube.com/watch?v=2iTZipttfJM

Ask the Bangladesh worker to compare Topglove hostel with his own hometown, see which is better.

阴谋论：-

如果我是JP,我想买更多的TG，但我是个投资银行，我一买的话，全城人都会知道，所以我一定要反方向。

我先跟人讲TG不好，全部人就会以为我要卖，然后他们就会争先抛售，然后我就慢慢的买，买够了，就等一个好消息，比如疫苗失败，美国CBP赦免TG等等，然后我就出多一份报告，所根据最新的发展，本行重新评估TG，并将目标价提高。

这根本就像大时代的电影，丁蟹携手四大富豪，代表恒生指数抵抗外资索罗斯。

这一次，就看本地基金会不会携手丹斯里林伟才一起对付外资JP Morgan，加上本地散户的拥护，一起把股价推高，让对手卖空的股票被逼以更高的价钱买回来，让这些外资偷鸡不成蚀把米。

I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.

For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.

For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.

If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.

*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.

I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.

For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.

For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.

If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.

*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.

I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.

For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.

For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.

If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.

*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.

I think one of the biggest mistake the JP Morgan analyst done is they thought the current ASP has been price into the Quarter Report.

For everyone information, if you place an order with Top Glove today, the ASP maybe is USD90-USD100 per carton, which is equivalent to RM400 per carton (1000 pcs). But this order TopGlove will only fulfill by maybe Q4'2021. That mean, this RM410 per carton sales will only reflected in Q4'2021 or Q1'2022.

For current quarter Q1'2021, the revenue show in the report is reflecting the ASP during Apr-May'20 period, at that time, the ASP is around USD55 per carton, equivalent to RM220 per carton.

If you take Topglove current quarter revenue to calculate, it would be RM4,759,253,000 / 21,250,000 carton* = RM223 per carton.

*21,250,000 carton is derived from 85bil pcs / 4 quarter / 1000 pcs per carton.

Assume Kossan can earn RM2bil in the next 4 quarter, its annual EPS will be 73sen.

Based on current share price RM5.39, it is equal to 7.4 PE only.

Technically, Kossan PE should be at least 15, after taken into account the ASP will drop substantially after end of 2021.

My interpretation is :

1st, Topglove will slowly climb up in the Year 2021, from current RM6.90 to RM13.00.
2nd, then by midof 2021, Topglove will announce 2 for 1 bonus, then share price adjusted to RM4.33.
3rd, then world economy start recover, 60-70% of the population has taken the vaccine, then share price start to drop, and by Q1 2022, it finally reach the target price of JP Morgan, RM3.50.

good analysis.

But from my point of view, CJ Century is the most potential stock. Look at its revenue and the newly built warehouse at Klang Bukit Raja, you will feel this company very potential. Plus the CJ Korea support, it will be same as GDEX (with Yamato Japan support)