GUYS : lets make some comparison of CWS
1Q PAT 4.36c x 4 = 17.44c . diluted after PP = 15.7c
PE 20x : price RM 3.14
assuming invested rm 7,500
C1 7.5c = 100,000 units (3140 - 2000 = 1140 /2 = 570 x 100 lots =RM 57,000)
C6 4c = 187,500 units (3140 - 2500 = 640 /2 = 320 x 187.5 lots = RM 59,840.00)
Cz 2c = 375,000 units (3140 - 2286 = 854/1.429 = 597 x 375 lots = RM 223,875)

Cz is the best but early maturity date 30.7.20
C1 maturity date 7.12.20
C6 maturity date 22.1.21

GOOD LUCK ALL

contact registrar

"Bearvsbull Bendia Despite huge PP, the net profit is surprisingly very good! It could have been like 10 cents without PP"

Please don't simply give comments without any knowledge. Go and learn more and take courses.

turbochart Sold all at 64again. 5th round....kikiki...590 gogogo!!

IKAN BILIS

Comparison again POS and (GDEX)
1) paid up 782,776,836s ( 5,641,410,835s) pos is 13.88% of gdex
2) mkt.cap Rm 845,398,982 ( 1,805,251,467) pos is 46.83% of gdex
3) revenue rm 2.30b ( 350M) pos is 657% of gdex
4) nta/book value rm 1.81 ( 9c) pos is 2011% of gdex
5) eps : negative (0.2c )
6) pe : negative ( 80x)
7) dividend 2016 : 11.7c ( 1c) 2017 :10.7c ( 0.25c) 2018: 8c ( 0.2c) 2019 : 4c ( 0.25c)
from the above figure , if POS manage properly(which they are starting to do so)
then i believe the mkt cap.will be at least 3x more than gdex in 2 -3 years time
share price Rm 7.00

Extended trade settlement of up to T+7. Check out the M+ T+7 Contra account. "Expand your profit opportunity."
0

南洋行家论股

Author: Tan KW | Latest post: Sat, 9 May 2020, 8:28 AM

南洋行家论股

Blog Headlines (by Date) Blog Index
【视频】大马邮政 股价还可涨21%
Author: Tan KW | Publish date: Wed, 5 Feb 2020, 8:04 AM



目标价：1.70令吉

最新进展：

随着调涨邮费后，大马邮政（POS，4634，主板交通与物流股）管理层为履行环球服务义务（USO），放眼进一步执行邮费再平衡机制，来建立永续的经济路线图。

基于电子商务快速拓展，有助于加强快递业务，公司放眼取得营业额内部增长，同时也严格管理成本架构。

行家建议：

与大马邮政管理层会面后，我们对公司转亏为盈的展望感到正面。

鉴于振兴计划加强效率，能够降低每件物品的成本、降低劳动力、加快周转时间，以及减少呼叫中心和服务成本。。

管理层估计，占营运开销约40%的雇员开销将改善。

大马邮政推出以量计酬的“企业家”计划，将包裹处理成本降低28%，同时增加处理量50%。(means CONTRACT BASIC)

Courier Revenue for year 2020 ext rm 11,500,000,000 x 40% (wages cost) = 460,000,000 x28%=rm 128,000.000. + 50% capacity = rm 256,000,000.00 ( cost cut p.year under contract basic)

assume the contract basic( courier section) take 3 years to complete. so year 2020 can save 85.3m .. 2021 can save 170.60m and 2021 can save 256m

Sorry usd 0.10 p.pound = to RM 0.98 p.kilo

星洲日報／投資致富‧企業故事

Author: Tan KW | Latest post: Mon, 11 May 2020, 6:13 PM

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疫情冲击‧大马糖厂能翻身？
Author: Tan KW | Publish date: Mon, 11 May 2020, 6:12 PM

关丹读者小陈问：大马糖厂（MSM,5202,主板消费产品服务组）前景如何？业务有何最新进展？股价能起死回生吗？

答：

大马糖厂难逃冠病疫情打击，今年料将难以展现“甜蜜笑脸”，分析员预期，随着白糖需求因疫情冲击下，该公司全年料将蒙受9520万令吉核心亏损，前路依然艰难。

全年料亏9520万

艾芬黄氏研究指出，冠病疫情短期内使白糖需求疲弱，平均售价承受下行压力。原本白糖产量走低有助推动价格走扬，惟疫情将使2020年白糖供应不足预测，转变为供过于求局面，使大马糖厂继续蒙亏而难以翻身。

该行预期，该公司2020年的原糖产量料走低，特别是全球2019/2020年的白糖产量料下跌600万公吨至1亿7400万公吨。这主要是预期印度产量将减少500万公吨，因收割农场面积较小及平均白糖产量走低。

该行指出，白糖主要生产国巴西及泰国的产量数据料将缩减，因巴西将更多甘蔗充当生产乙醇，以及泰国的甘蔗产量则下跌。

原糖价格走高至2019年杪，惟过去1个月却出现扭转向下趋势，相信是白糖需求下跌所致。同时工业和出口领域的平均价格压力可能会重现，因它们正在密切关注国际白糖价格走势。

今年至今的马币兑美元汇率走贬6%至4.34水平，马币汇率走低对大马糖厂弊多于利，因为原糖的价格是以美元计算，马币走贬将侵蚀白糖产品赚幅，惟出口部分产量将弥补一点损失。

该行认为，下游产品的出口计划保持不变。该行看好该公司扩展至加值下游产品的计划。大马糖厂3年策略计划中的一部分，是放眼多元化产品种类以推高产量，提高柔佛提炼厂房的使用率（目前仅为约20%）。

该行获悉该公司收到更多有关液体糖和预混料的询问，惟尚有待攫取更多销售量。该公司进一步多元化产品，如将于2020/2021年推出糖浆、炼乳和巧克力等产品。

随着大马糖厂股价涨24%后，该行相信其股价目前在较合理价位徘徊。在2020年，该行预期核心亏损将维持9520万令吉，主要反映冠病后白糖需求走软。

由于股价潜在升幅有限，该行将其之前的“买进”下调至“守住”评级，目标价则保持在44仙或等于2020财政年每股账面值的0.2倍水平。

本栏并无作出任何股票交易的建议，一切买卖盈亏自负，在采取投资行动前，请依本身的投资条件与情况，及向你的证券经纪咨询

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Raw sugar price drop to US0.10 (RM0.98) per pound from US0.16 per pound since end of march 2020.

And refined white sugar is a controlled price item in Malaysia and they're selling it for RM2.90 per kilo. Brown sugar is selling at around RM3.50 per kilo. All the supermarkets/sundry shops have to pay cash in advance to stock up.

During MCO, consumers are cooking and eating more at home which means they are consuming more sugar. This has been proven by research and also, sugar consumption per capita in Malaysia is ranked top 5 in the world.

I suspect the analyst Tan KW is still sleeping. He say target price is 44cents, I will buy all even at 55 cents. How many do you have????????????????

HI OLDMAN, i bought 1.5m c47.@ 2.5c

Oldman, i lost few hundred K, pls advise me what to do now, i has saving RM 150k only

WA!!! 770,000 parcels x RM 10 = 7.7.m p.day x 365 = RM 2,800,000,000.00 p.a last year courier revenue 800,000,000.00 increase to 2,800,000,000.00 = 2.5x and postage revenue increase by 300,000,000.00 to 900,000,000.00 ( 50%) profit after tax 1,000,000,000.00 . RM 1.28 per share. PE 15x = RM 19.20 per share next year ... UNBELIEVABLE

2009 fgv bought msm from ppb for rm1.25b

best vietnam pubs in town with all pretty vietnam LENGLOI

saya pergi kuchai lama

ya CINAPEH,unless WANGZNG rebound to my cost + 5% interest p.a, otherwise i would not wash my underware forever

Hi cinapeh,i love to play BEDMINTON, i can play 5 sets per night with you,play double also can !!!!!!