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2023-10-15 05:17 | Report Abuse
Hoho Referred to FYE 2017 n 2018 … Net Profit % is 15% n 18.9% .
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2023-10-15 05:07 | Report Abuse
通過私人信貸 Capital A尋求融資18億
2023年10月13日 229点阅
（吉隆坡12日訊）據消息指出，Capital A（CAPITALA，5099，主要板消費）正尋求4億美元（約18億令吉）貸款，其中一半來自私人信貸基金，而資金將用於債務再融資。
彭博社”引述消息報導，這筆貸款將以收入債券（Revenue Bond）形式發放，投資者將從亞航10條航線的機票銷售中獲得回報。對此消息，該公司代表拒絕置評。
Capital A並不是第一次使用私人信貸，旗下數碼業務和飛機工程公司Asia Digital Engineering曾在今年4月，從OCP Asia公司獲得1億美元令吉投資。
👉 在全球1兆5000億美元（約7.1兆令吉）的私人信貸市場中，亞洲占比仍很小，但黑石集團等主要機構正瞄準此區域。隨著全球航空產能恢複至疫情前水平、行業盈利回彈，航空業已成為私人信貸機構的目標。
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2023-10-14 09:09 | Report Abuse
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2 hours ago | Report Abuse
Total Net Short Positions :
Note : During 2021 .. EPF lent 20 million shares to Shortish…TopGlove utilised RM 1.42 Billion on SBB during 2021 ..
6/10 : 23,158,634 0.28 %
9/10 : 23,315,634 0.28 %
10/10 : 23,804,534 0.29 %
11/10 : 24,623,934 0.33 %
12/10 : 28,541,134 0.35 %
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2023-10-14 09:08 | Report Abuse
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2 hours ago | Report Abuse
【行家论股】顶级手套 料下财年转盈
2023年10月13日
分析：摩根大通
目标价：48仙
最新进展：
顶级手套（TOPGLOV，7113，主板保健股）2023财年末季（截至8月底）核心净亏损，按季收窄21.92%，至8900万令吉，第3季亏损为1亿1400万令吉。
公司亏损收窄，主要归功于生产成本减少，尤其是原料及能源成本，使得当季产品销量按季减少，也令公司亏损情况有所改善。但碍于回教债券年利息开销沉重，估计顶级手套最快需至2025财年才有望重新获利。
行家建议：
我们认为，如今买进手套行业需采取长远观点，并留意手套行业结构性变化。
若中国业者同意减产或市场需求暴增，则可考虑增持手套领域，但上述两种情况皆不太可能出现。
同时，平均售价是业者改善盈利的关键，但如今手套供过于求的情况，业者议价能力也相对有限，若轻易调升产品售价，可能导致客户流失。
顶级手套此前便在5月尝试调升手套售价约10%，但却导致产品销售量按季滑落。
不过，相信该公司已渡过最糟时期，唯盈利复苏料仍需一段漫长时间，估计顶级手套最快可在2025财年首季摆脱亏损，由此转亏为盈。
整体而言，随着全球手套需求量骤减，预计顶级手套赚幅和盈利会继续承压。
由于顶级手套的估值已经超越基本面，我们维持“减持”评级，但目标价从此前的45仙，上修至48仙。
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2023-10-14 06:12 | Report Abuse
Total Net Short Positions :
Note : During 2021 .. EPF lent 20 million shares to Shortish…TopGlove utilised RM 1.42 Billion on SBB during 2021 ..
6/10 : 23,158,634 0.28 %
9/10 : 23,315,634 0.28 %
10/10 : 23,804,534 0.29 %
11/10 : 24,623,934 0.33 %
12/10 : 28,541,134 0.35 %
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2023-10-14 06:10 | Report Abuse
【行家论股】顶级手套 料下财年转盈
2023年10月13日
分析：摩根大通
目标价：48仙
最新进展：
顶级手套（TOPGLOV，7113，主板保健股）2023财年末季（截至8月底）核心净亏损，按季收窄21.92%，至8900万令吉，第3季亏损为1亿1400万令吉。
公司亏损收窄，主要归功于生产成本减少，尤其是原料及能源成本，使得当季产品销量按季减少，也令公司亏损情况有所改善。但碍于回教债券年利息开销沉重，估计顶级手套最快需至2025财年才有望重新获利。
行家建议：
我们认为，如今买进手套行业需采取长远观点，并留意手套行业结构性变化。
若中国业者同意减产或市场需求暴增，则可考虑增持手套领域，但上述两种情况皆不太可能出现。
同时，平均售价是业者改善盈利的关键，但如今手套供过于求的情况，业者议价能力也相对有限，若轻易调升产品售价，可能导致客户流失。
顶级手套此前便在5月尝试调升手套售价约10%，但却导致产品销售量按季滑落。
不过，相信该公司已渡过最糟时期，唯盈利复苏料仍需一段漫长时间，估计顶级手套最快可在2025财年首季摆脱亏损，由此转亏为盈。
整体而言，随着全球手套需求量骤减，预计顶级手套赚幅和盈利会继续承压。
由于顶级手套的估值已经超越基本面，我们维持“减持”评级，但目标价从此前的45仙，上修至48仙。
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2023-10-13 19:02 | Report Abuse
【行家论股】顶级手套 料下财年转盈
2023年10月13日
分析：摩根大通
目标价：48仙
最新进展：
顶级手套（TOPGLOV，7113，主板保健股）2023财年末季（截至8月底）核心净亏损，按季收窄21.92%，至8900万令吉，第3季亏损为1亿1400万令吉。
公司亏损收窄，主要归功于生产成本减少，尤其是原料及能源成本，使得当季产品销量按季减少，也令公司亏损情况有所改善。但碍于回教债券年利息开销沉重，估计顶级手套最快需至2025财年才有望重新获利。
行家建议：
我们认为，如今买进手套行业需采取长远观点，并留意手套行业结构性变化。
若中国业者同意减产或市场需求暴增，则可考虑增持手套领域，但上述两种情况皆不太可能出现。
同时，平均售价是业者改善盈利的关键，但如今手套供过于求的情况，业者议价能力也相对有限，若轻易调升产品售价，可能导致客户流失。
顶级手套此前便在5月尝试调升手套售价约10%，但却导致产品销售量按季滑落。
不过，相信该公司已渡过最糟时期，唯盈利复苏料仍需一段漫长时间，估计顶级手套最快可在2025财年首季摆脱亏损，由此转亏为盈。
整体而言，随着全球手套需求量骤减，预计顶级手套赚幅和盈利会继续承压。
由于顶级手套的估值已经超越基本面，我们维持“减持”评级，但目标价从此前的45仙，上修至48仙。
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2023-10-13 18:21 | Report Abuse
Jaks share of profit
Jaks : Vietnam Power Plant Project BOT 25 years concession tenure. >>
A ) Referred to FY21 Annual Report :
The turnaround to Profitability was mainly from the share of profit in the Vietnam joint venture which amounted to RM 140.7 million in FYE2021 as compared to RM3.8 million in the previous year .
B ) Referred to FY22 Annual Report :
The increase in Profitability arose from the Higher share of Profit from the Vietnam joint venture that rose by 11 % to RM 156.2 million.
👉👉 And Dividend RM 70.0 million after yearly Audit ..
C ) Referred to 1st QR ended March 2023 :
Share of Profit in Joint Venture is RM 28,326,000 compared to March 2022 RM 33,936,000.
( Note : from Key Matters Discussed, the reduced Share of Profit is due to increased interest expenses .
D) Referred to 2nd QR ended June 2023 :
Share of Profit in Joint Venture is RM 32,312,000 . Wow really a Cash Cow , 💪.
—
>> JHDP has been granted the Investment Certificate by the Ministry of Planning and Investment of Vietnam on June 2011 to develop a 2 x 600 MW Coal Fired Thermal Power Plant Project in Phuc Thanh Commune, Kinh Mon District, Hai Duong Province, Vietnam ("Hai Duong BOT Thermal Power Plant"), under the form of Build-Operate-Transfer ("BOT") for 25 years.
>>> Construction of Hai Duong BOT Thermal Power Plant has commenced in the first half of 2016. Hai Duong BOT Thermal Power Plant achieved the commercial operation for its first unit on November 2020, while the commercial operation for the second unit was achieved in January 2021.
—
👉 Hoho 3QR Vietnam JV share of Profit by November 23 is looking Good 👍 also .. as the High Temperature issue is Peak from April to July.. n Shortage of Industrial Power Requirements…
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2023-10-13 11:04 | Report Abuse
Capital A stands to benefit most from MYAirline suspension, says Maybank IB
TheEdge Fri, Oct 13, 2023 09:56am - 1 hour
KUALA LUMPUR (Oct 13): Maybank IB Research has maintained its “positive” stance on the Malaysian aviation sector and said Capital A Bhd stands to benefit the most via higher fares, following MYAirline Sdn Bhd abruptly suspending its flight operations.
In a note on Thursday (Oct 12), the research house said that by its estimation, Malaysia Airport Holdings Bhd (MAHB) could be mildly negatively impacted on fewer passengers and a potential provision for doubtful debts, while AirAsia X Bhd (AAX) would not be impacted at all.
On MAHB, Maybank IB expects the airport operator to be mildly negatively impacted.
It said MYAirline accounted for less than 10% of MAHB’s Malaysia domestic passenger traffic and less than 2% of revenue and estimates, considering domestic passenger service charges (PSCs) are 5x-7x lower than that of international PSCs.
“There are also amounts outstanding to it from MYAirline but MAHB assures us that any provision will not have a material impact (i.e. less than 5%) on earnings.
“On AAX, we do not expect it to be affected at all. MYAirline was operating narrow body Airbus A320s that fly to domestic and Asean destinations. AAX operates wide body Airbus A330s that fly to destinations beyond Asean (except Bali),” it said.
Maybank IB said MYAirline competes directly with Capital A’s 100% owned Malaysia AirAsia (MAA), which historically contributes more than 80% to group earnings.
“Coupled with the delayed delivery of narrow body Boeing B737 MAX 8s to Malaysia Airlines (Not Listed), the industry’s domestic capacity will take time to return to 100% of 2019 (pre-pandemic) levels (Maybank Investment Banking Group estimate: 80%-90% currently).
“This will exert upward pressure on fares.
“Moreover, the timing of MYAirlines’ suspension is at the start of the year-end travelling period. Fares tend to peak in 4Q, which may mean a bumper 4Q2023 for Capital A. All else being equal, every RM1 higher than average MAA fare will accrete RM25 million-RM30 million to group earnings,” it said.
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2023-10-13 09:23 | Report Abuse
Hoho no wander Phillip posted Insas is a Insaf Value Trap …
And ethical Sifu 3iii also posted Insaf FA abt a month ago ..
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2023-10-13 09:04 | Report Abuse
Total Net Short Positions :
Note : During 2021 .. EPF lent 20 million shares to Shortish…TopGlove utilised RM 1.42 Billion on SBB during 2021 ..
6/10 : 23,158,634 0.28 %
9/10 : 23,315,634 0.28 %
10/10 : 23,804,534 0.29 %
11/10 : 24,623,934 0.33 %
12/10 : 28,541,134 0.35 %
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2023-10-13 08:33 | Report Abuse
Insas
Hoho Cham lo .. lagi ada 👎 B ) Other Operating Expenses = RM 25,842,000 per Quarter…
No Wander repeatedly issued RI to get money from shareholders to pay bridging loans …
And Given more than RM 20 million as Staff Expenses after RI …
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Stock: [CAPITALA]: CAPITAL A BERHAD
2023-10-15 05:21 | Report Abuse
Hoho 1st Half FYE2023 , Net Profit % is 21.0 %