Alonso10

Alonso10 | Joined since 2020-06-01

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2020-11-17 20:41 | Report Abuse

At least we know the selling pressure from kyy is 99% over...

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2020-11-17 20:25 | Report Abuse

Very illogical... Uncle schizo jor?!

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2020-11-17 20:24 | Report Abuse

Strange... When kyy gave tp of 0.7, has AT started production? What has changed fundamentally within 2 days?

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2020-09-17 16:48 | Report Abuse

how can a product with zero innovation and zero barrier to entry is able to increase its ASP consistently? is it a commodity?

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2020-09-17 16:45 | Report Abuse

generally PE for banks is low as it is a super defensive sector. If you see banks are trading at 30x PE, most likely it means you are going to paying high interest for your loans.

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2020-09-17 16:41 | Report Abuse

what is the DY for Berkshire? dividend doesnt mean anything if the co is expanding and able to generate more profit from there

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2020-09-08 16:31 | Report Abuse

cost of production for large cap plantation is USD400-450 pmt. Now CPO physical is trading at RM2950 equivalent to USD705-710. Can you imagine how big is the profit....?

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2020-09-08 16:30 | Report Abuse

cost of production for large cap plantation is USD400-450 pmt. Now CPO physical is trading at RM2950 equivalent to USD705-710. Can you imagine how big is the profit....?

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2020-08-06 17:44 | Report Abuse

Harta got a lot long term commitment last quarter, hence not able to squeeze the most from them. But next quarter is a different story.

Harta is offering higher ASP than other suppliers such as TG now.

Am in the nitrile glove biz, i have suppliers such as Sri Trang, TG, Harta, Kimberley, Vglove.

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2020-07-23 17:56 | Report Abuse

Kyy is referring to epf?

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2020-07-10 00:16 | Report Abuse

Market still very short of supply. Reputable and reliable names esp the big 4, will be able to sell at premium vs their peers.

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2020-07-10 00:14 | Report Abuse

Depending on how much allocation for spot orders. If already lock in most of the capacity for long term, then the manufacturer won't be able to capture hike in spot prices. Same theory for palm oil sales. But that's separate topic. Logic is the same though.

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2020-07-09 23:36 | Report Abuse

Demand for gloves is skyrocketing. Shortage is almost everywhere around the world. Am in the gloves biz, the ASP hike of 20% is actually higher than what claimed in the Comfort AGM.

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2020-06-01 18:20 | Report Abuse

which counter is more qualified? simple maths

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2020-06-01 18:20 | Report Abuse

KLCCP 13991m vs QL 15511m closing today