Southern steel supply steel bar to Glove Plant.

Yes, tomorrow limit up.

I saw other people simply link company to glove counter, so I want to link also.

Digistar is providing CCTV installation services to Top 4 Glove counter. Yes, tomorrow Digistar limit up.

Haha... As I know, everytime Top Glove build factory, it use the Steel Bar from Southern Steel, and used the cement from YTL cement, CCTV is installed by Digistar, toilet paper is using NTPM, the uniform is manufactured by PCCS, the stationery is supply by Faber Castell, water is from syabas, electricity from TNB, bank account is from Public Bank.

Then can I link these companies to Topglove? haha.

Super Ring is the best known snack in Malaysia.

Target price is 96sen

By the way, I just realised Hextar has joint venture with India Unitop Chemical.

Based on finding, Unitop is the market leader in India, and as you know, India is facing locust swarm attack, so the budget spending on chemical to protect the crop has double up compare to last year.

So, I expect coming quarter Hextar result will be boom...

wah.. you guy apa-apa pun boleh link to glove.

The 14 million treasury was purchased around 55sen, now sold at 70-75sen. So average gain is 17.50 sen.

So 14mil x 17.50sen = RM2,450,000. That mean, there is a guarantee income of RM2,450,000 for Q3'2020 d.

Beside that, if you notice today trade, when the 14mil share throw out to market, it was absorbed very quickly... Normally, for a counter like Hextar, if you suddenly throw 5 mil, it could easily cause the counter limit down. But this round, you can see the buyer purchase bulk by bulk, the buyer absorbed all 14 million from 75sen to 70sen, and push it back to 75sen again.

So now you guess who are the buyer, you? me? Muthu? Ali? Ah kau?

I guess Muthu, Ali, Ah Kau maybe got 200 hundred people la, assume each purchase 10,000 unit, then it just around 2million share only. And balance 12million share go to where? Dato, Datin, Tengku, Syndicate player?

You guess la. I queue my order for tomorrow gap up first.

TDM got double engine:-

1st is Plantation

2nd is healthcare

Both engine are very powerful.

Few year ago, the TDM boss mentioned that he want to grow the company market capital to RM2bil, equal to RM1.17 per share.

CNI have 300,000 member doing sales.

Assume 30% are active member, that is 90,000.

Each active member buy RM100 product per month, that is RM27,000,000 revenue per quarter.

Assume if active member increase 10% and sales increase 10% also, it would be:

120,000 x RM110 x 3 month = RM39,600,000.

Assume profit margin is 10%, then net profit is RM3,960,000.

https://www.cni.com.cn/

CNI is doing very well in China, because of its product got Halal Certificate.

China has more 60-80mil muslim, which is almost triple of Malaysia muslim.

That why CNI is doing bery good there.

KEY INVESTMENT HIGHLIGHTS
Higher margin product contributing
Vietnam operations breaking even
Competition continues in India, expanding footprint elsewhere
Upgrade to BUY (previously NEUTRAL) with a revised TP of RM1.17 (previously RM0.97)


Higher margin product contributing. We came back from Superlon’s investor briefing feeling more positive of its outlook. For 1HFY20, GP margin recorded ~27%, which is 6ppt lower than a year ago mainly due to higher sales to low margin markets and lower efficiency in the Vietnam factory as well as higher raw material costs. On the other hand, the higher GP margin product from a new customer has only started to pick up and we estimate that the orders making up about 10% of its ytd volume. Looking ahead, we expect this customer to contribute ~20% of its total volume, which should improve its overall GP margin in the coming quarters.

Vietnam operations breaking even. Meanwhile, management updated that the utilisation rate at its Vietnam plant has ramped up to about 50% as of 2QFY20, compared to 30% in 4QFY19 when the plant was completed. We believe that the plant is on track to break even operationally and that could help ease its profit margin going forward. This happens sooner-than-expected as management had previously targeted utilisation rate to reach ~50% by April 2020. Looking past the break-even point, we expect further improvement in profit margin due to the tax break in Vietnam, which may kick in the coming quarters considering operational momentum that is well on-track.

Super Gem..
Very soon will break 25sen

Wow... good closing.

Digistar is the cheapest technology counter in main board.

2 days limit up should not be too demand.

See you at 69 sen.

dont worry, tomorrow will above 10sen

Wah... super good news d...
Company sold treasury share, extra 14mil share go into someone hand.

Tomorrow confirm limit up.

Hextar is similar to Luxchem, Samchem, Hexza.

The rest of them all fly high d, left Hextar alone.

Hextar boss is big player, he earn billion from Ruberrex.

As long as he throw 100mil into Hextar, I believe Hextar will limit up for 5 days

chickmonk, sure can limit up... This counter used to be SCGM good brother.
Now SCGM so high d, i think this counter neede at least 3 days limit up then only fair to him.

next GEM

Target Price is RM1.17, now is 83 sen, still got 40% room to gain

Superlon Holdings Bhd

Upgrade to buy with a higher target price (TP) of ***RM1.17*** : We came back from Superlon Holdings Bhd’s investor briefing feeling more positive about its outlook. For the first half ended Oct 31, 2019 (1HFY20), the company posted a gross profit (GP) margin of about 27%, six percentage points lower than a year ago mainly due to higher sales to low margin markets and lower efficiency in the Vietnam factory as well as higher raw material costs. On the other hand, the higher GP margin product from a new customer has only started to pick up and we estimate that the orders make up about 10% of its year-to-date volume. Looking ahead, we expect this customer to contribute about 20% of its total volume, which should improve its overall GP margin in the coming quarters.

Meanwhile, Superlon management updated that the utilisation rate at its Vietnam plant has ramped up to about 50% as of the second quarter of FY20 (2QFY20), compared with 30% in 4QFY19 when the plant was completed. We believe the plant is on track to break even operationally and that could help ease its profit margin going forward. This is sooner than expected as the management had previously targeted utilisation rate to reach about 50% by April 2020. Looking past the break-even point, we expect further improvement in profit margin due to the tax break in Vietnam, which may kick in in the coming quarters considering operational momentum that is well on track.

Consolidate, next round above 10sen

This is super undervalue GEM.
Minimum price should be 22 sen

project awarded?

https://simplywall.st/stocks/my/capital-goods/klse-superln/superlon-holdings-berhad-shares/news/superlon-holdings-berhad-klsesuperln-has-a-pretty-healthy-balance-sheet/

Prepare for limit up.

Insider news..

Superlon new production of fitness mat are having overwhelming result during the MCO period.

During MCO, many lady / women stay at home doing Yoga, and everyone has Superlon quickly launch their High Quality Affordable Price NBR Fitness Mat, and it is booming.

Very soon i think Lululemon will ask Superlon to OEM their fitness mat.

Public Bank very soon will revise the Target Price to RM1.35

1 big green candle with high volumen, will follow by 3 big green candle, then only consolidated.
Target price is RM1.30

What happen if Digistar announced that it has secured the DBKL 5000 CCTV project ?
Limit up for 3 days?
Hahahaha

咸鱼翻身记录

因为MCO和疫情，原本步入夕阳行业的直销突然异军突起。
CNI的PLAN B计划收到大量的马来同胞支持，很多马来同胞都意识到他们不能只靠一份工作，他们必须有份被动收入,而CNI在马来市场深耕多年的努力终于换来回报，但这些马来同胞想做直销时，CNI无疑就成了他们的第一选择，因为他们大多数都有用过CNI的产品。

除此之外，CNI在过去两年一直待提升其网络平台，包括网络行销等等，所以现在的CNI，已经不是以前那些需要囤货，到破破旧旧的Stockist拿货，然后在亲自送货到顾客家那样，而是可以很简单，很时髦，在Facebook发个文案，在各大平台开户口贩卖，在系统接单下单，货物自动寄到顾客的家。

在过去3个月，新会员的数量激增几倍，公司的业绩提升了很多，未来的展望可是充满希望的。
08/07/2020 1:54 PM

Hi everyone, trust me, tomorrow CNI will surge up..
The Edge has come out a report mentioned all MLM companies benefited from this MCO

Digistar, faster wake up lo.

You need to rise to 18sen and above, then only people will convert your warrant.

Otherwise, your warrant become useless resources d..

Cash flow is very important, please faster goreng, so all warrant holder willing to convert their warrant

yongch, CNI is like supermax. Last time everybody talk about Topglove and Harta, no one like supermax.

Same for direct selling company, last time people talk about Amway, Haio,Zhulian.
Now, CNI will become something like supermax, from 4sen jump to 40sen, then 60sen, then 90sen.

Be patient... CNI will climb up step by step.. very soon you come back and visit her at 14sen d

Hextar tomorrow might break RM0.85, watch out.

Yes Ahfad.. confirm CNI will rise.

So many new member registered this few month

咸鱼翻身记录

因为MCO和疫情，原本步入夕阳行业的直销突然异军突起。
CNI的PLAN B计划收到大量的马来同胞支持，很多马来同胞都意识到他们不能只靠一份工作，他们必须有份被动收入,而CNI在马来市场深耕多年的努力终于换来回报，但这些马来同胞想做直销时，CNI无疑就成了他们的第一选择，因为他们大多数都有用过CNI的产品。

除此之外，CNI在过去两年一直待提升其网络平台，包括网络行销等等，所以现在的CNI，已经不是以前那些需要囤货，到破破旧旧的Stockist拿货，然后在亲自送货到顾客家那样，而是可以很简单，很时髦，在Facebook发个文案，在各大平台开户口贩卖，在系统接单下单，货物自动寄到顾客的家。

在过去3个月，新会员的数量激增几倍，公司的业绩提升了很多，未来的展望可是充满希望的。

Actually nowadays stock price go up go down cannot predict 1.

You come here to talk good / bad about TDM, it wont affect the share price.

You think it is good, the share price will continue to drop.

You think it is bad, the share price will continue to up.

So no point to talk good / talk bad, the syndicate / big boss will decide when to push, when to pull.

Coming quarter result should be around 12-13Mil.

Because all segment are making profit:-

1) Agriculture chemical - Huge demand
2) Industrial chemical - Huge demand
3) Tissue paper - Huge demand (look at NTPM)

Rolling 4 quarter EPS around 4.65 sen. Based on 20 times PE (becoz it is growing stock), Fair value is RM0.93

Hextar share price is controlled during this period..
Not sure what is the purpose, but very confirm something is brewing.
Hextar fair value is at least RM0.93 and above

CNI Royal Jelly is very good... My wife health got significant improvement after continuous taking it for 2 months.

CNI share price also good performance. I can continue buy the Royal Jelly for my wife n families for the next 10 years

target price = RM1.50

CNI has really change a lot.

result coming soon..

Now market latest trend is Plantation and Healthcare.

TDM have both plantation and healthcare.

25sen = Super cheap

35sen = Very cheap

45sen = Cheap

55sen = Good buy

65sen = Still have upside growth

75sen = Fair

85sen = Hold

95sen = Sell

Yes, after Glove Trend come down, next trend will be Palm Oil.

CPO is like Glove ASP.

Every RM100 increase is CPO price, will affect the Plantation Company profit by 100%-150%. So many loss making plantation counter will turn profit.

ya, confirm fake news, because system hang, no one can sell.

Trading in the above securities will resume with effect from 3.30 p.m., Thursday, 16 July 2020.

Conclusion:-

1) All talk bad about Topglove hope the share price drop, so they can buy low.

2) All talk good about Topglove hope the share price sustain, at least they wont face the loss.

Market Cap 1,360,000,000

Ancom Logistics valued at 0.10

Need to issue 13,600,000,000 shares

Announcement already said it will be value at RM0.10 per share.
If you now continue buying at RM0.30, mean yourself value S5 System at RM4,800,000,000

RM4.8b for a company PAT RM68mil, your are paying the price at 60 times PE. Mean, if this company continue earn RM68mil per year, you need 60 years to breakeven