기업의 경쟁력은 브랜드가 아니라 인재풀에 달려있습니다. 회사의 가장 가치 있는 자산 역시 무형자산이 아닌 인재의 수에 달려 있습니다. 이 유형자산은 두 개의 다리를 가지고 탄생합니다. 이 두 다리가 언제 경쟁사의 자산 프로젝트에 들어갈지 알 수 없습니다.

كما أن نمو أرباحها ليس جيدًا كما كان متوقعًا

上場直後に株を売りたがるのは、結婚直後に離婚したがるのと似ています。このような経営は、動機が何であれ、株主の信頼に値するものではありません。

Epf's increase or decrease in its shareholding has practically no impact on UTB's business development. I think there is no absolute good or bad in everything.

1. Reduce stock holdings - the resulting decline in stock prices will create low-cost acquisitions for potential buyers.

2. Increase stock holdings - under the premise that the company's profit does not increase, if the number of shares increases, the earnings per share will decrease.

real risk -
1. Single customer
2. Demand
3. Competitors present
4. Substitutability

@tax is not within the risk, speculation is another matter.

High probability revenue drop on year 2022 compare to 2021.. tats why Wong dispose

Yes, better not touch it. Let Rss be the winner...
Some more, we can't convince and stop the action of share repuchase by Myeg company. By the way, just looking at the share price movement or price trend instead of focus on business itself how far we can go on our investing life?

Retail investors are usually used to only looking at stock prices, because not many people know the truth. I'm guessing that some people use the rising stock price to create a false impression to attract more people to invest and then sell at a high profit. This event may be just the tip of the iceberg, and it may be the same in other regions. I hope it doesn't happen but not everyone wants to share the truth. .

Pinky, thanks for you sharing.

--- "HSBC’s tenancy renewal is due in year 2022. The Manager will keep the unitholders
updated on the renewal status during its quarterly results announcements." ---


From what the management said, I think they didn't reveal the truth because the company has a good reason to explain that the HSBC deadline is 2022. Assuming that HSBC does not plan to renew the contract, the relocation of HSBC staff will be carried out ahead of schedule, which is in line with what the investor said he observed in Cyberjaya today. I hope this assumption is wrong, or sooner or later the price of the stock to buy tomorrow will face a severe price. .

The above is source from klse sceener , feedback by one of the investor holder. Im just curious apart from him why no any information announce.. if this situation was true , estimation 5 to10 percents company profit might effected.

"After lunch today, I went to QB2-HSBC CYBER JAYA for a walk. Sure enough, I asked the security guard that they had moved."

[After lunch today, I went to QB2-HSBC CYBER JAYA for a walk. Sure enough, I asked the security guard that they had moved.]

Hi Pinky, I hear some rumored about QB2-HSBC Cyberjaya will migrate to Tun Razak Exchange (Trx). It might potentially effected company future profit. Any idea ?

potential impact of MFRS17 on the group’s earnings as it would have to amortise single premium policies over a longer period and lead to lower earnings which management had guided the impact to be roughly 15%.

From a share price valuation angle, the market should
accord the stock a higher P/B multiple from a higher ROE as there will be a day 1 downward adjustment to retained profit for accounting modification on legacy single premium policies.

As such, post MFRS17 ROE is anticipated to rise by 2-3ppts which will partially offset the earnings impact. There is also minimal risk to a cash call as its CAR ratio should remain well above 130% despite the one-off day 1 impact to retained earnings.

In any case, changes in accounting standards will not change the business nature and cash flow of a single contribution product. What I care more about is whether demand and profitability can continue to grow. If not, even if the accounting standards remain unchanged, it cannot be a reason for potential investors to buy stocks

Buy entire Mi enterprises, return roughly have 3% . As long as Mi have future grow factor, 3% doesn't matter. Tats meaning other enterprises hv 9% with the same grow potential is likely more attractive than mi.

They better dump their jobs too and let others to take over if no confident. Its wise to dump shares in case profit hv not growing, no matter how unsatisfied we are, complaining seems useless. unless new ceo take over and bring business to the next higher level.

Is a signal to start buy in to accumulate wealth.. when mr koon say dont buy.

Kyy like to commrnt goreng stock.

The time he recommend to buy in , we should sell.
No harm to take his advise in contrary manner.

Pls counter check his golden words in pass 8 months ago for. Supermax :

" You can avoid stress and worry if you just buy and hold for a few months. You don’t need a crystal ball or consult a fortune teller to tell you that the price for Supermax and other glove stocks will continue to go up higher and higher until the pandemic is under control. "

For new investor, pls identify who are the true sifu before we decided to lern and follow him.

Just my 10sen opinion

Hello Observatory@你好，

You have elaborated on the culture of doing business in China. Even if they lower the price to grab the market, such "innovative" and "smart" methods, I am afraid that they have already performed before I was born on this earth. In other words, I am afraid that it has been staged in all parts of the world, including Malaysia, but it is just how serious and obvious this situation is.

Using the （南海策略）strategy to "innovate" to create new demands in order to reach other competitors' markets, this strategy was used by Harta about 13 years ago. At present, everyone is paying attention to Intech's (where is the advantage...) or (tossing the price to grab the market...) in order to "stabilize" its "position" as the industry leader.

How this (红海策略) used by Intech’s management affects the market or competitors is also one of the factors in valuation. Only when everyone considers all factors, the strengths and weaknesses of the company, can investors be more comprehensive and objectively measure the potential risks of the company, especially the 50% of Intech’s main export volume-assuming-is blocked by the Americans, and the financial sector is What is its valuation?
The construction capacity failed to achieve the expected results. What is the management's other solution and plan?
If the overall downward trend of Asp is unavoidable, what are the actual actions of management to increase the profit margin of the company ahead?

Please forgive me for my lack of knowledge, not much study, and graduated from elementary school. I probably use valuation to turn it into "evaluation", perhaps I have a better understanding and appropriateness of the view of the overall financial industry (evaluating the glove industry). Evaluation is a very subjective thing, and it is not directly related to what happens in our real lives. It arises from the fact that the person making the evaluation thinks what is going on, regardless (how much the judgment differs from the fact).

Healthy competition is immortal. Its profitability can also exceed the growth curve of its peers. I believe the financial industry is more willing to give it a higher evaluation.

谢谢 @Observatory分享。

是的，比起Par value, Nav也是其中一项不可或缺的衡量工具。
Takaful每年retention ratio都不少于80%。
保守预计,它的RoRe不少于20%，算是可被接受范围之内。如果公司的retained earnings不能为股东创造价值，management expension ratio的18%~20%将被视为无效率和浪费资源。
所以，谢谢你提供的宝贵意见。

@Observation,有一个疑问想请教你， 那是关于Intco Medical Tech。
在下定论之前， " 它宽充产能在未来 "有可能" 带来 供需失衡 的潜在风险" 。。有一个项目我必须搞清楚，那就是Intco Medical的profit margin是多少？Hartalega大概在2009年转型至Nitrile手套，最强有力的武器将同行抛开九条街之远，它用的方式就是有效率的降低成本并且 慢慢吃进同行的市场。手套不是名牌产品，谁有成本优势就是未来的明星股。你认为呢？

Hi @apple168, it simple. All we need to do is
1. Connect internet , make sure our search tool able to online.
2. Recommend use google website, on the google screen we can enter invesdopedia and don forget to press enter at the keyboard.
3. In invesdopedia website , we can scearch the meanings of "PAR VALUE" .Of cause if using voice searcing method is faster than typing.. again dont forget to type PAR VALUE at keyboard and enter.

Im believe, the time consuming in writing " we dont know."... until last sentence of "price in economics" if exchange to search engines is far more efficient and benefit to ourselves.

Regards
Spoonfeed@.com

To measure the value of investment based on many factors, PAR VALUE does not predict the company's future profit potential. I think it is an honor for people to ignore its existence, at least when they think it’s cheap, they will buy it naturally. In fact, as long as the knowledge of elementary school mathematics, par value has clearly told investors whether it is really cheap.

Takaful par value is 0.2

LPI par value is 9-8

Allianze par value is 4-3

" if " Takaful par value is 1.0 , The market price of Takaful would be approximately 21k per share..compared to both Lpi and Allianze , they were " only " 13~14k per share.

Investors might easily think that takaful share price will much more cheper than others same sector like lpi and Allianze but in actual the number by itself will tell us the truth

I hope EPF continue dump takaful share....

Any new move/plan from management? Plan that can be boost revenues or demand in several years ahead. Disadvantage for a company have a single major customer..
Pls, lady and gentlemen this is not a question for asking Magni tomorrow will gogogo or not .. or something like my calculation of target price is 3++ or 4++.. etc.
Its a basic senses of business for every investor must take consideration.

Correct me if im wrong, as long as us china cool war continue,
low interest rate shall remain..

@GooShen@, 中国不会轻易与美国动武力。兵法如棋，打个俩败巨伤，不明智，无利不动乃是孙子惯用的兵法。
与美国"冷战" 将是未来教科书的新名词，而这名词的持续时间，我保守估计它不会少过10年也就是至少到2030年后，中国与美国的冷战才有 "可能" 结束。
什么行业最受影响，欢迎大家踊跃的讨论。

Penta has changed the design of some of its equipment to accommodate parts from outside China. Expect the group to face difficulties sourcing parts from Europe and Japan due to the wider spread of COVID-19. Based on the aforementioned considerations, i ( do not ) expect Penta to maintain its current performance, as such projecting an conservative adjusted EPS forecast of 10.00 sen for FY2020.
Note :
(a) EPS 11sen for 2019
(b) EPS 10sen for 2020
(C) PE >50.

Really unexpected.. drop 13% revenue consider less.
wanted to collect more share at much lower selling price seems challenging.

The stylish still yet can replace by iphone.. smartphone model etc or perhaps future smart glasses. For those who dont have buy and holding power, and eager to search for short term gain perspectives, its truely unwise to invest in this so call holland industries.

A lot of hold recommendations given by many analysis.
Just curious those suggestions and their true motive behind the story. They act silently before QR declare to general pucblic, within 3 weeks before announcement, share price has been increase almost 15%. seems they got first hand information and gain benefit from those who dont have..
hypothetical question...given hold recommendations is quite tricky.
They can sell or buy before the announcement in next QR too.

Spike is likely to celebrate the coming fallen qr.

Im prefer buy at price factor in pe 10 and sold it at price factor in pe 20 rather then buy in pe 20 and force to sell at pe 10.

Expect the retail environment in Malaysia and the world to be difficult in 2020 and likely 2021 following the COVID-19 outbreak. 4Q20 (ending June 31st 2020) should be particularly challenging as Malaysia was placed under full MCO for most of the quarter, with non-essential retail shops shut down, foot traffic wiped out and supply chains severely affected. Forecasting a conservative adjusted EPS of 12 sen for FY20 as expect Padini to slide into the red for 4Q20.

Padini already pump in a lot momentum investors start from March2020. Its need time to spin off those short term speculator with upcoming expected poor qr result. The attractiveness of padini share price more than 2 will getting less. Strange thing is more people are excited during inflated share price.

Quality of management is priority must improve 1st.
Poor management will created inefficiencieN system.
All these combined , profit returning to shareholders will getting less. What do you expected the performance of company share price base on these fundamentals background? Both speculator and value investor or the combination of both will dump it for sure. Dont believe? Go back to 10 years, check how efficient of the market price in year 2011 and compare it now. Will shareholders getting rich or poorer hold for 10 years? Is really covid 19 are the main root cause for these poor result? No matter how many fucking qr will coming , if those fundamental remain , this is not an difficult test for us to predict an foreseeable future especially SHARE PRICE.

Incoming Qr will drop, share price will drop, run before too late.
Run for searching quick buck, run to avoid lost money.
When majority speculator and fund manager run for same direction, its golden time to accumulate share.

Ya, we mostly encourage to react with current information and estimate an foreseeable near term share movement. When good news come in with increasing share price, we buy. Similarly when bad news about company performance with down trend share price we sell. This intelligent movement jump in good news and jump out at bad news can be done by a trained monkey.
24/05/2020 11:46 AM

It seems that I am just playing the harp to a cow.
How come human brain will similar in animal brain...