Johnchew5

Johnchew5 | Joined since 2019-08-18

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2023-10-11 21:12 |

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2023-10-11 21:06 |

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2023-10-11 20:53 | Report Abuse

Posted by Johnchew5 > 1 week ago | Report Abuse

Hoho I am interested on these Key words:

1) Lease Liabilities
2) Right of Use Assets
3) The latest Airbus delivery data shows some 362 A321neo Family aircraft are on order.



——


>> with Another QR released by November expected with High Net Profit also ..

That’s will be the Turning Point …

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2023-10-11 20:39 | Report Abuse

Hoho Will those business partners kill all these businesses:


Capital a


>> Referenced to QR dated Dec 2022 :

A) Aircrafts maintenance provisions and liabilities = RM 6.44 Billion


B) Lease Liabilities = RM 15.01 Billion



C) Borrowings = RM 2.91 Billion


D) Profit = RM 256.2 million





> Referenced to QR dated March 2023 : 



A) Aircrafts maintenance provisions and liabilities = RM 5.97 Billion 




B) Lease Liabilities = RM 14.91 Billion 





C) Borrowings = RM 2.91 Billion



> Right of Use Assets : RM 10,108,842,000 ( 10.108 Billion)


D ) Profit : RM 57.1 million


===


Referenced to QR dated June 2023 : 



A) Aircrafts maintenance provisions and liabilities = RM 6.67 Billion 




B) Lease Liabilities = RM 19.71 Billion 





C) Borrowings = RM 3.69 Billion



> Right of Use Assets : RM 12,449,517 ,000 ( 12.45 Billion)


D) Profit = RM 1.1 Billion

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2023-10-11 20:32 |

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2023-10-11 18:54 |

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2023-10-11 18:51 |

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2023-10-11 18:31 |

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2023-10-11 18:28 |

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2023-10-11 18:23 | Report Abuse

Hoho luckily the resubmission to HK listing n planning to allocate additional RM 2.40 Billion on SBB did not materialise…

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2023-10-11 18:20 | Report Abuse

Top Glove has maintained that the goodwill impairment of RM138 million and the impairment and write-off of property, plant and equipment of RM251 million was a “one-off” action and has no impact on cash flow.

Still, the latest writedown exercise has put the spotlight on the aggressive share buybacks Top Glove undertook over the past three years to defend against selling pressure on its shares amid falling glove demand.

The company spent as much as RM1.42 billion at one point between October 2020 and February 2021.

Critics have pointed out that management could have opted then to return the excess cash to shareholders as dividends, or used the extra capital to prepare for rainy days as the supernormal demand for rubber gloves because of the Covid-19 pandemic in 2020 would not last forever.

As it is, the company’s cash pile has been depleting, which could prove more challenging for the glove maker to ride through a prolonged period of overcapacity. Its cash and bank balances stood at RM290.1 million at end-August 2023, down from RM437.6 million a year earlier. At the same time, its non-current assets were RM5.37 billion versus RM6.01 billion a year ago.

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2023-10-11 15:35 | Report Abuse

Hoho sampai 2026 ke …


分析员上调该集团的2024至2025财政年亏损预测,并认为,顶级手套要到2026财政年才会扭亏转盈。

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2023-10-11 15:34 | Report Abuse

Sinchew Mon, Oct 09, 2023 08:34pm - 1 day


(吉隆坡9日讯)顶级手套(TOPGLOV,7113,主板医疗保健组)在第四季一次过作出近4亿令吉减值,分析员认为,负面财务信息已摊开得七七八八,核心亏损比上一季已减轻,随着供应削减、客户需求恢复以及手套均价回升,2025财政年之后转亏为盈是有可能的。

马银行研究和MIDF研究因此分别上调顶级手套的评级。MIDF把它从“卖出”升级为“中和”,目标价从50仙调整至70仙;而马银行将其评级提升为“守住”,最新目标价为77仙。

马银行分析员在报告里指出,顶级手套已完成“清理厨房”(kitchen sinking exercise)行动,意即将负面财务资讯一次过公布,其风险已变得较平衡,整体上是仍有挑战,但同时抱有希望。

“第四季核心亏损8900令吉,低于预期,对比第三季亏损1亿1600万令吉,以及去年第四季的9100万令吉,损失度已缩小。”

不过该行认为,顶级手套在短期仍会亏损,这一问题会持续到2024和2025财政年。

“主要考虑到3个因素,其一是看了刚公布的2023财政年业绩,其二是2024和2025财政年的工厂使用率会降低,分别从40%和54%,降至35%和45%。此外,马币兑美元汇率预测从4.20下调至4.50令吉。”

分析员上调该集团的2024至2025财政年亏损预测,并认为,顶级手套要到2026财政年才会扭亏转盈。

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2023-10-11 15:33 | Report Abuse

Hoho same pattern, Shorties started with 20 million shares … Otakk Cacing 🐍sawa …

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2023-10-11 15:07 | Report Abuse

Hoho Shorties holding still maintaining at above 20 million shares, same as during 2021 … EPF lent to Shorties the 1st 20 million shares ..

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2023-10-11 14:48 | Report Abuse

Hoho alamak … naik sikit sikit Shorties pun mau kerja ke …

Top Glove

Total Net Short Positions :

6/10 : 23,158,634 0.28 %

9/10 : 23,315,634 0.28 %

10/10 : 23,804,534 0.29 %

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2023-10-11 12:48 | Report Abuse

Hoho I had been frequently travelling to Jenjarom , visiting factories there during year 2000 to 2018 …One of it is CSYap metal .. knew One Ang also .. ..shifted from Subang n Damansara to Jenjarom … The Ang hometown ..



Hoho nowadays just like Four Sea Group n it branches n associates are Business man minded ..

Posted by kk7198 > 45 minutes ago | Report Abuse

@John5, yup...DK66 added me in the chatgroup. My present neighbours know the Angs very well., childhood friends. They stayed opposite n also in the same n surrounding rows with the Angs those days. AKS still have the old grandmother's house there but it is abandon now. Johnchew, you can put a night there. Mind you, Ang is a powerful clan in Jenjarom. The Ang Association is very active there.Many Angs are residing there including the pau maker...Ang Pau with a few branches noe.Samo Hung will retire there too.

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2023-10-11 12:24 | Report Abuse

Thanks ..


Posted by IlmuKhodam > 11 minutes ago | Report Abuse

Ya, nice debate. i read most of them. very entertaining and informative.

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2023-10-11 12:22 | Report Abuse

Hoho Inno own a Securities firm …interesting..

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2023-10-11 12:14 | Report Abuse

Hoho as my 1st post in Promoting Jaks , I said I knew many Sifu had promoted before .. but that time the 2 Contracts Details is not Clear … my Respect to them …

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2023-10-11 12:10 | Report Abuse

Hoho otb oredi said if can be reverse..he will not promote Jaks ..

Anyhow , I had promoted Hiaptek together with otb until 1st TP RM 0.70 ..

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2023-10-11 12:04 |

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2023-10-11 12:03 | Report Abuse

Hoho as posted here earlier… I am monitoring Bahvest as Inno insider is Capital a Co- founder .. estimated his cost is ard 28 to 29 sen .. slowly accumulating ..

As said the Question is on Bahvest founder , ex MD cum CEO ard 6.8 % warrant .. per 2022 Annual Report .. expect he had sold during Warrant price from 6.5 to 5.5 sen … Actual by 2023 Annual Report …

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2023-10-11 11:53 | Report Abuse

Hoho no worries, as I had done Insider behaviour in Jaks on Jaks , PA , Jkgland and Insas …

Insas is the Worst , Then PA ( I cancelled PA case study as said to be later , after new Esos is issued , n ex insider are Gain 100 % by EX the warrant ) . Jaks insiders so far did not benefit from any Right Issue n Warrant.. until Recent LTIP …



Jaks RI and Warrants


WB : Maturity 13/12/2023. RI at 0.25


Ex price 0.34


52w 0.010 - 0.10




WC : Maturity : 18/11/2025. RI at 0.22


Ex price : 0.49


52w 0.045 - 0.12

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2023-10-11 11:42 | Report Abuse

Hoho U more interesting lo buka youtube ke … hahahaha..


Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
4 days ago | Report Abuse
keong kan liaoooo

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2023-10-11 11:29 | Report Abuse

Hoho no worries, KYY is IJM founder n sold IJM …10 % wealth is at least RM 10 million oredi ..

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2023-10-11 11:24 |

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2023-10-11 11:17 |

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2023-10-11 11:08 | Report Abuse

Hoho Correction :

Then is promoted by OTB n DK66 on 2019 / 2022 ..

> 2019/ 2022 👉2019 / 2020 ..

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2023-10-11 11:04 | Report Abuse

Hoho are you in DK66 Group since 2021 ??

Posted by kk7198 > 17 hours ago | Report Abuse

Jaks....Jenjarom Ang Kun Seng. Ask oldtimers in Jenjarom and you will know why it is best to avoid. No doubt, it is cheap at current price with steady incomes streaming in from Viet. Power Plants. Can make small money at right timing but not jackpot. Even Old Koon was slaughtered many millions by Andy Ang Lam Par. Likewise dracula by FL.

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2023-10-11 10:20 |

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2023-10-11 10:20 |

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2023-10-11 10:18 |

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2023-10-11 10:17 |

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2023-10-11 10:15 |

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2023-10-11 10:12 |

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2023-10-11 10:10 |

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2023-10-11 10:06 |

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2023-10-11 10:02 |

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2023-10-11 09:47 | Report Abuse

Hoho oh KYY lost ard 80 to 90 % of his wealth .. he said wow luckily use Margin account wow , if not he will be Loss Naked if not No Force Sell … Greed is the factor …

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2023-10-11 09:43 | Report Abuse

Hoho as posted in Jaks .. KYY case is like Super Enterprise case where One of the Insider out of 3 insider is Greedy violated the Syndicate Goreng agreement… KYY case is worst as he is against the Syndicate n Insiders . He said also he n his wife play with Margin ..worst …this case is on 2017 / 2018 ..
Then is promoted by OTB n DK66 on 2019 / 2022 ..

The 2 Vietnam Power plant are fully completed, Commissioned n Commercial Operating Date on January 2021 .. this is a Capital intensive Project with cost USD 1.87 billion ( over RM 8.2 Billion ) ….

During those days , the Sifu promotion .. the 2 Contracts details is not clear.. after the completion, details is clear ..

See my posts in Jaks on :

1) Non Current Assets

2.) Share of Profit n Dividends from Vietnam JV company ( 3 years )

3.) Gearing Ratio which Jaks insiders are control in a healthy level .. latest is 0.362 X ..

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2023-10-11 08:38 |

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2023-10-11 08:37 |

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2023-10-11 08:33 |

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2023-10-11 08:29 |

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2023-10-11 08:25 |

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2023-10-11 08:12 |

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2023-10-11 08:10 | Report Abuse

Hoho dgn Anakular ma , semalam dia tak Ada Kencing merah mah …爽爽 …hahahaha …

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2023-10-11 08:04 |

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2023-10-11 08:01 |

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