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2020-12-26 22:36 | Report Abuse
GST 重启势在必行
NiiS 还未明确公布
智飞疫苗EPF 庞大资金入驻
二月业绩 又破新高
MYEG 展望未来
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2020-12-26 22:36 | Report Abuse
GST 重启势在必行
NiiS 还未明确公布
智飞疫苗EPF 庞大资金入驻
二月业绩 又破新高
MYEG 展望未来
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2020-12-26 22:35 | Report Abuse
GST 重启势在必行
NiiS 还未明确公布
智飞疫苗EPF 庞大资金入驻
二月业绩 又破新高
MYEG 展望未来
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2020-12-23 17:48 | Report Abuse
Resin price up 25%, mask over supply, no MCO a& high borrowings
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2020-12-12 09:52 | Report Abuse
JP Morgan pegs these glove makers' fair value at up to half their market price, says supernormal cycle is over
KUALA LUMPUR (Dec 11): JP Morgan has reinstated coverage of Top Glove Corp Bhd, but with an underweight recommendation and a fair value of RM3.50 — that's about half its current market price of RM6.90 — as it sees the passing of a supernormal growth cycle for glove makers, in anticipation of a huge oversupply in the market, as glove demand decelerates in tandem with the pace of testing for Covid-19.
Besides the world's largest rubber glove maker, it also initiated coverage of its closest peers Hartalega Holdings Bhd and Kossan Rubber Industries Bhd, also with UW ratings.
It gave a fair value of RM8.50 for Hartalega, down 38% from its last traded price of RM13.72, and a fair value of RM3.80 to Kossan, which is 30% less than its closing price of RM5.39 today.
Its analysts Jeffrey Ng and YY Cheah, in a note to clients today, said they expect glove prices to weaken in the second half of next year.
| https://www.klsescreener.com/v2/news/view/765419
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2020-12-12 09:46 | Report Abuse
JP Morgan pegs these glove makers' fair value at up to half their market price, says supernormal cycle is over
KUALA LUMPUR (Dec 11): JP Morgan has reinstated coverage of Top Glove Corp Bhd, but with an underweight recommendation and a fair value of RM3.50 — that's about half its current market price of RM6.90 — as it sees the passing of a supernormal growth cycle for glove makers, in anticipation of a huge oversupply in the market, as glove demand decelerates in tandem with the pace of testing for Covid-19.
Besides the world's largest rubber glove maker, it also initiated coverage of its closest peers Hartalega Holdings Bhd and Kossan Rubber Industries Bhd, also with UW ratings.
It gave a fair value of RM8.50 for Hartalega, down 38% from its last traded price of RM13.72, and a fair value of RM3.80 to Kossan, which is 30% less than its closing price of RM5.39 today.
Its analysts Jeffrey Ng and YY Cheah, in a note to clients today, said they expect glove prices to weaken in the second half of next year.
| https://www.klsescreener.com/v2/news/view/765419
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2020-12-12 09:41 | Report Abuse
JP Morgan pegs these glove makers' fair value at up to half their market price, says supernormal cycle is over
KUALA LUMPUR (Dec 11): JP Morgan has reinstated coverage of Top Glove Corp Bhd, but with an underweight recommendation and a fair value of RM3.50 — that's about half its current market price of RM6.90 — as it sees the passing of a supernormal growth cycle for glove makers, in anticipation of a huge oversupply in the market, as glove demand decelerates in tandem with the pace of testing for Covid-19.
Besides the world's largest rubber glove maker, it also initiated coverage of its closest peers Hartalega Holdings Bhd and Kossan Rubber Industries Bhd, also with UW ratings.
It gave a fair value of RM8.50 for Hartalega, down 38% from its last traded price of RM13.72, and a fair value of RM3.80 to Kossan, which is 30% less than its closing price of RM5.39 today.
Its analysts Jeffrey Ng and YY Cheah, in a note to clients today, said they expect glove prices to weaken in the second half of next year.
| https://www.klsescreener.com/v2/news/view/765419
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2020-12-12 09:40 | Report Abuse
JP Morgan pegs these glove makers' fair value at up to half their market price, says supernormal cycle is over
KUALA LUMPUR (Dec 11): JP Morgan has reinstated coverage of Top Glove Corp Bhd, but with an underweight recommendation and a fair value of RM3.50 — that's about half its current market price of RM6.90 — as it sees the passing of a supernormal growth cycle for glove makers, in anticipation of a huge oversupply in the market, as glove demand decelerates in tandem with the pace of testing for Covid-19.
Besides the world's largest rubber glove maker, it also initiated coverage of its closest peers Hartalega Holdings Bhd and Kossan Rubber Industries Bhd, also with UW ratings.
It gave a fair value of RM8.50 for Hartalega, down 38% from its last traded price of RM13.72, and a fair value of RM3.80 to Kossan, which is 30% less than its closing price of RM5.39 today.
Its analysts Jeffrey Ng and YY Cheah, in a note to clients today, said they expect glove prices to weaken in the second half of next year.
| https://www.klsescreener.com/v2/news/view/765419
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2020-12-11 23:20 | Report Abuse
Silicon prices rose for two consecutive months and prices continued to rise last week , with price of non-Oxygenated #553 silicon in east China at 13,000 yuan/mt and those of Oxygenated # 553 silicon at 14,200 yuan / mt . More good news to come for PmbTech .
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2020-12-11 23:16 | Report Abuse
TapDance) Low Risk High Return (10) – PMB Technology (PMBT)
Author: tapdance Publish date: Mon, 7 Dec 2020, 10:15 AM
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Summary
Today’s PMBT bears a striking resemblance to the 2016’s Press Metal (PM) – which has grown by +1,000% in 2 years’ time.
PMBT is banking on Silicon as an essential material for our future economy.
Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.
Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.
Eventually share price trajectory will follow suit.
Description
Press Metal (PM) – one of the most efficient and lowest cost aluminium producer globally is a majority shareholder of PMB Technology (PMBT). Both companies are mange by the Koon brothers. In late 2019, PMBT disposed its aluminium business (to PM) to stay focus as a silicon provider.
Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.
Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.
In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.
In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.
Growth factors
Management and efficient Hydro power supply
The competitive advantage of the PM series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.
Aluminium and Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.
By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PM has and PMBT will emerge as one of the lowest cost producer in the world.
Meanwhile PMBT is already position at the middle to lower quartile of the global cost curve despite starting out as a green field player only in 2019. Further improvement is on sight.
Below snapshot from the PMBT’s website confirms and mentions about its advantages:
China supply outlook – Silicon and Aluminium price on a tear
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2020-12-11 23:15 | Report Abuse
TapDance) Low Risk High Return (10) – PMB Technology (PMBT)
Author: tapdance Publish date: Mon, 7 Dec 2020, 10:15 AM
Close
Summary
Today’s PMBT bears a striking resemblance to the 2016’s Press Metal (PM) – which has grown by +1,000% in 2 years’ time.
PMBT is banking on Silicon as an essential material for our future economy.
Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.
Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.
Eventually share price trajectory will follow suit.
Description
Press Metal (PM) – one of the most efficient and lowest cost aluminium producer globally is a majority shareholder of PMB Technology (PMBT). Both companies are mange by the Koon brothers. In late 2019, PMBT disposed its aluminium business (to PM) to stay focus as a silicon provider.
Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.
Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.
In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.
In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.
Growth factors
Management and efficient Hydro power supply
The competitive advantage of the PM series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.
Aluminium and Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.
By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PM has and PMBT will emerge as one of the lowest cost producer in the world.
Meanwhile PMBT is already position at the middle to lower quartile of the global cost curve despite starting out as a green field player only in 2019. Further improvement is on sight.
Below snapshot from the PMBT’s website confirms and mentions about its advantages:
China supply outlook – Silicon and Aluminium price on a tear
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2020-12-09 14:08 | Report Abuse
Good news
MYEG - Suspension of Trading
MY E.G. SERVICES BERHAD
Kindly be advised that at the request of MYEG, trading in the Company's securities will be suspended with effect from 2.30 p.m., Wednesday, 9 December 2020 in relation to the Proposed Placement. Your attention is drawn to its announcement dated 9 December 2020.
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2020-12-09 14:07 | Report Abuse
MYEG - Suspension of Trading
MY E.G. SERVICES BERHAD
Kindly be advised that at the request of MYEG, trading in the Company's securities will be suspended with effect from 2.30 p.m., Wednesday, 9 December 2020 in relation to the Proposed Placement. Your attention is drawn to its announcement dated 9 December 2020.
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2020-12-08 22:38 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
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2020-12-08 22:38 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:37 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:37 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:37 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:37 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:36 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
Stock
2020-12-08 22:36 | Report Abuse
分析：联昌国际投行研究
目标价：2.50令吉
最新进展
MyEG（MYEG，0138，主板科技股）与中国安徽智飞龙科马生物制药有限公司合作，协助者的冠病疫苗获取大马清真认证，并成为我国独家分销商。
双方签署了解备忘录，合作在我国进行后者疫苗的第三阶段临床试验，并遵守清真要求，以获得回教发展局（JAKIM）的清真认证。
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2020-12-08 22:36 | Report Abuse
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2020-12-08 21:28 | Report Abuse
We are out control now & need vaccines immediately
Stock: [DANCO]: DANCOMECH HOLDINGS BERHAD
2020-12-28 20:53 | Report Abuse
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) : NON RELATED PARTY TRANSACTIONS DANCOMECH HOLDINGS BERHAD ("DANCOMECH" OR "COMPANY") - PROPOSED ACQUISITION OF 55% EQUITY INTEREST IN UTC ENGINEERING SDN BHD
DANCOMECH HOLDINGS BERHAD
Type Announcement
Subject TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description DANCOMECH HOLDINGS BERHAD ("DANCOMECH" OR "COMPANY") - PROPOSED ACQUISITION OF 55% EQUITY INTEREST IN UTC ENGINEERING SDN BHD
The Board of Directors of Dancomech wishes to announce that Dancomech has, on 28 December 2020, entered into a share acquisition agreement (“SAA”) with Yew Teik Choon and Yew Seok Li to acquire 82,500 ordinary shares representing 55% equity interest in UTC Engineering Sdn Bhd, for a purchase consideration of RM2,750,000, subject to the terms and conditions in the SAA (“Proposed Acquisition”).
Please refer to the attachment for further details on the Proposed Acquisition.
This announcement is dated 28 December 2020.