The QR looks bad from outside, but after study in detailed, you will realize that actually it is not bad.
After remove the one-off impairment loss, actually Kossan operating profit is still the best.

From this QR we can confirmed that the worst for Glove Companies has been passed. Moving forward, it will only be better.

重组不可能那么快，最少也要等多5-6月才会看到一点进展。
耐心守住这支股吧，只要你能守个2-3年，政治保持稳定，最少都能翻一倍。
很多时候，财富是靠守出来的。
趁现在股价还在底部，慢慢买，慢慢守，剩下来的就交给时间。

Count down for QR...
If share price can maintain this level, then QR expected to be good.

Tomorrow may be can touch RM1.10.

This counter I have been cultivate for few years d.. Every month watering and fertilizer it. Now it start to bear fruit.
Not sure the fruit will be Kampung Durian (RM1.20), or D24(RM1.50), or Musang King (RM2) or Black Thorn (RM3)

Yup, once all plantation stock have surge up, very soon MBL will be follow.
Minimum TP is 50 sen.

Breakout 21sen...
Michael Kwok TP RM0,25 will be achieved soon.

Heng ah... Ong ah.... Huat ah.....

If NVDIA share price reach USD1000, the company who benefited is not YTLPOWER, but is HEXZA.
HEXZA still hold 20,000 units of NVDIA share.
20000 x USD1000 x RM4.75 = RM95mil.
Based on its original investment cost of USD90, HEXZA will have a gain of USD910 x 20000 x RM4.75 = RM86mil.

Erm.. feel like YTLPOWER forum is similar like TOPGLOVE forum in Year 2021, whereby there is a group of investor believe TOPGLOVE share price will go up further (with the supporting of forecast earning, fact & figure). At the same time, there is another group of investor keep arguing that TOPGLOV is over-value, price will go down soon, PE is too high, abnormal earning will end soon...

@x-abe81, paiseh, too excited, mixed up d.
Just like Morgan Stanley and JP Morgan, I always mixed up them too.

Sifu Calvin predicted before that LTAT will privatise THPLANT at RM1.20, so RM1.20 should be a benchmark price.

Breakout 20sen...
Michael Kwok TP RM0,25 will be achieved soon.

After KLK failed to takeover BPLANT, now they change their target to THPLANT?

Hi @roger3210, I am back.
Really paiseh coz busy with other things and forgot to come here see your comments.
This Dragon year will be a good year for Danco..

My view is, all ekovest related counters (i.e. Ekovest, IWCITY, Knusford, PLS) will not have any big move until the Tan Sri LKH merger proposal has been completed. My understand is this merger proposal is a 志在必得 proposal, and all majority shareholders and related parties has no objection on this proposal.

Once completed, you will see Ekovest transform become a conglomerate and it could be join the KLCI within 3-5 years.

Catalyst are :-

1) Listing of DUKE
2) Singapore KL HSR
3) Bandar Malaysia (if Ekovest can win the HSR)
4) Mega project at IWCITY landbank
5) Completion of Singapore JB RTS
6) PLS durian plantation start to export million tones of durian to China

If tomorrow Danco can up 1.5 sen, closed at 46sen, the roger3210 must be very sad.

Based on my own calculation, the floating share is getting lesser and lesser.
Once big player done the accumulation and start to push up, you will see the price jump up easily, RM100k can push up 7-8 bid, RM1-2mil buying can push the share price to limit up level d.

But, if the deal call-off, then prepare to drop to 50sen level. around 40-50% drop from current price.
This is why a lot of people choose to stay sideway to observe first, as they worry the deal is could be call-off.
But once the deal is on, all these people will pump in million n million and cause the price limit up everyday.

YBS will become like Inari, very interesting!!
Inari Market Cap is 11Bil, while YBS Market Cap is only 181mil.
Assume YBS can achieve 10% of Inari size, that would be 1.1bil.
From 181mil to 1.1bil, mean the share price will need to growth 6 times.
From RM0.70 to RM4.20.
This counter really got potential like Genetec.

This Ekovest can hold for long term one.
Below 60 sen is consider very very cheap price, if you can hold for long terms.

This remind me about Serbark Dynamic.
Before the problem revealed, Serbark Audited Report was showing it has billion of asset and inventory.
After problem revealed, you see the value of the asset shrink very fast, each quarter impairment loss of few hundred million.

So, worst case for YNH could be they will start doing impairment , so next few quarter you will see big QR loss.
Then, newspaper will come out some news like bond downgrade, sukuk downgrade, and worst is default payment on loan.
And worst worst could be company unable to submit QR on time, delay on AGM, and finally being delist by Bursa.

I mean, I believe YNH still have a lot of good property and good asset, however, sometime cash flow is the blood for every company, when the blood dry up, no matter how handsome your face, you will still die.
Bad news spread very fast one, imagine you are contractor or banker, if now YNH ask for a loan from you, or award a project to you, you dare to pick up? I believe you not dare, so you will ask for upfront deposit, or ask for high interest. Same for those existing contractor or banker, you will start asking for payment, you will tighten the credit facility. Same for consumer, initially you plan to buy its property, but now you pull handbreak, you worry later this developer bankrupt then you property become abandon project. So, many many bad news will come one by one.

Good to see Michael Kwok buy call on TDM.
TDM has been a laggard for past 3 years.
This year 2024 I strongly believe TDM will be stand above 30 sen.

OMG, selling crown jewel at below book price.
Seems like really desperate for cash.
Although YNH seem like have high NTA, but after remove its crown jewel, I think the rest are not worth.
Remember, asset book value can be fluctuate based on valuation method and market sentiment, but liability is fixed.

Anyone know that currently Malton owned how many share of Pavilion Reit?
It has sold Pavilion Bukit Jalil to Pavilion Reit, with consideration of RM2.2bil, which some will be paid in cash, and some in Pavilion Reit share.

May I know as at 31 Dec 2023, Malton owned how many share of Pavreit?

And Bandar Malaysia is the crown jewel.
Last time it was awarded to Ekovest, but subsequently the deal was call off.
If now with the support of new Agong, hopefully Ekovest can get back the Crown Jewel.

If you look at HSR project alone, it is not a good deal, as the cost is too high, hard to achieve breakeven for the operation.

So, the project owner must earn from other side to recover back its cost, and land value appreciation is the faster way to recover back its cost.
Ekovest got 4k++ acre land in Johor, Jcorp also plenty of land, while CICO has bigger plan, to ensure the track and technology are align so next time this track can connect all the way from Singapore to China (this is their one belt one road ambition)

I believe another consortium will be Ekovest, CICO & Johor Corp.

@SincereStock, I always not dare to change horse.
Maybe I am not lucky, every time I decide to change horse, the existing horse will be sky rocket.

Erm, just wondering where is the strong fundamental?

1) Market Cap is almost RM300mil, share price RM0.80sen ++
2) Net Profit is around RM3-4mil per quarter only
3) Revenue is RM20mil per quarter
4) NAT is RM0.25.

I mean, this is not a technology company, this is just a traditional company that doing Door Frame / Window Frame. The profit need to grow to RM10mil per quarter, then only justify its current share price of RM0.80.

It will be consider a good company if share price is around RM0.30-0.40, but at RM0.80 ++ is definitely overprice d. Unless they have something special agenda which we are not aware.

Market cap only RM48mil.
Good company.

Based on closing price of RM0.965, tomorrow limit up price will be RM1.26.

Agreed, really rubbish.
All of us cheated by Eddie Ong.

Knusford NTA is RM2.24.
Now share price is RM0.94 only.
Still have 140% room to gain.

Just accumulate, really no much stock left.
Once big player come in sapu, we all small small kaki got no chance to buy anymore.
So accumulate now while still have chance.

No matter who win the project, as long as the project is really on, all company will be benefited.

The cake so big, all construction company will get award small small job.
Those industrial supplier like steel, cable, cement, piling, earthwork, M&E all will be benefited as well.
Those developer with landbank nearby the HSR station also will be benefited.
Bandar Malaysia lagi benefited.
All property investor benefited.
All share investor benefited.

My gut feeling tell me that Cabnet will surge up to higher level (i.e. 35 sen above) on next week.
Just gut feeling only, no guarantee.

TSLKC main business is Lim Seong Hai, while TSLKH main business is Ekovest.

Lim Seong Hai is going to transfer to Main Board now, so no surprise if he sold Ekovest and focus on his own company.

Is ok, just let it continue to hide the shine first, so we can accumulate more.

When the right timing come, it will start to shine bright like a Diamond.
RM1.00 close one eye can achieve.

At RM0.295, market capital only RM53mil.
So undervalue this company.
Even the share price increase RM0.60, the market cap are just RM100mil ++
If we can foresee Malaysia future is bright for the next few year (FDI come in, Political stable), then there should be no problem for this counter to reach RM100mil market capital.

So conclusion, SG Bagan better or Kuchai better?

Personally I feel Sg Bagan is more worth to buy, please correct me if my understanding is wrong.

Ok, hope Monday still got chance to ride on this train.

Dont think, just accumulate.

My Stock Picks for 2024:
1. KNUSFORD 10%
2. HEXZA 10%
3. SUBUR 10%
4. TDM 10%
5. DANCO 10%
6. EKOVEST 10%
7. YBS 10%
8. MBL 10%
9. MALTON 10%
10. HEXCARE 10%

JP Morgan juz upgraded the glove sector and call BUY

https://klse.i3investor.com/web/blog/detail/Analystviews/2023-12-27-story-h-211508874-JP_Morgan_upgrades_the_Glove_Sector_Topglove_Harta_Kossan

JP Morgan juz upgraded the glove sector and call BUY

https://klse.i3investor.com/web/blog/detail/Analystviews/2023-12-27-story-h-211508874-JP_Morgan_upgrades_the_Glove_Sector_Topglove_Harta_Kossan

Yesterday I saw a Guru (Dream & Sea) live in facebook, said Mersec Big Red Candle must sell immediately, sure will drop one, finish goreng d, time to run before limit down.

And today went up 12%... I think probably he will delete yesterday live.

What I try to said is, never think you are better or smarter, the market will always slap your face.

在越南新工厂落成之后，世霸龙雄心勃勃地表示，要渗透进新的国级市场，扩大市占率

Apa cerita? Please share here.

very good result, my prediction is correct.

I am 99% sure that this quarter profit is very very NICE!

During the AGM, management got told that Vietnam business is getting better, and local demand also increase due to Data Centre (Data center need a lot of Insulator)