Mr.Sm Invest123

LiimInvest | Joined since 2018-07-13

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Stock

2020-06-06 13:17 | Report Abuse

My E.G. Services Berhad is engaged in the development and implementation of the electronic government services project; and the provision of other related services for the electronic government services project in Malaysia. It offers government to citizen (G2C) services comprising driving theory test bookings; issuance and renewal of licenses; electronic bill payment and payment; and online information services, which include traffic summons checking and electronic bankruptcy or liquidation status searches through its G2C portal, as well as through its kiosks. The company also provides government/enterprise solutions, such as software and enterprise solutions, system development, and maintenance services to various markets, including to driving schools, driving institutes, insurance companies, financial institutions, and law firms. In addition, it is involved in the provision of software solutions and maintenance services; e-insurance solutions and other insurance-related services; creating, implementing, and operating e-business activities, including electronic commerce delivery services, multimedia related activities, and other computerized or electronic services; and auto insurance intermediary services. The company was formerly known as My E.G. Dot Com Sdn and changed its name to My E.G. Services Berhad in April 2005. My E.G. Services Berhad was incorporated in 2000.

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2020-06-06 13:15 | Report Abuse

@kobethebeagle:-

Sinotop Holdings Berhad is engaged in the manufacture and distribution of men's apparel in Malaysia. It also trades in sports goods, sports wear, and sports equipment. In addition it purchases and develops land for investment and resale; and is engaged in property development. Sinotop Holdings also provides construction work services.

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2020-06-06 13:08 | Report Abuse

Kobethebeagle@right

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2020-06-06 12:29 |

Post removed.Why?

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2020-06-06 09:36 | Report Abuse

But April to June 2020 the revenue n profits & next QR not good

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2020-06-06 09:02 | Report Abuse

*My E.G. Flash Updates (MYEG MK/BUY/TP:RM1.50)* - "Source: UOB Kay Hian"

Today’s share price softness probably reflects concerns of a change in government. Nevertheless, the company remains positive that it’ll soon get e-gov concession renewal letter. It’s also confident in clinching the NIIS contract.

- *we understand that the Ministry of Human Resource’s officially launching MYEG’s one stop Covid-19 e-portal service* this weekend. This portal enables employees on Socso claims process and to arrange for Covid-19 testing.

- Currently, they are focusing on screening the foreign workers first, but MYEG also anticipates the opportunity to eventually extend its screening for inbound and outboard business travellers too (eg essential business travelers between SG-China are not subject to quarantine but need to be tested).

- *Driving license renewal and motorbike renewal service* to start on coming Tuesday.

- *Concession renewal for e-government services* and *Immigration Related Services* - expects official letter by early next week.

- *National Integrated Immigration System (NIIS)* which has an indicative contract value of RM1.2b-1.6b *will be awarded before 15th July’s parliament meeting*. MYEG has formed a consortium with S5 and HeiTech Padu to bid for this contract.

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2020-06-05 22:50 | Report Abuse

Still not too late. Can accumulate on next Tuesday. I don’t know why all so panic to sell today. Please be patient & don’t listen to rumour news. They are not hold MYEG’s share.

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2020-06-05 22:35 | Report Abuse

Fabie@ I get it from UOB Kay Hian.

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2020-06-05 22:14 | Report Abuse

Next week fly like rocket

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2020-06-05 22:11 | Report Abuse

*My E.G. Flash Updates (MYEG MK/BUY/TP:RM1.50)*

Today’s share price softness probably reflects concerns of a change in government. Nevertheless, the company remains positive that it’ll soon get e-gov concession renewal letter. It’s also confident in clinching the NIIS contract.

- *we understand that the Ministry of Human Resource’s officially launching MYEG’s one stop Covid-19 e-portal service* this weekend. This portal enables employees on Socso claims process and to arrange for Covid-19 testing.

- Currently, they are focusing on screening the foreign workers first, but MYEG also anticipates the opportunity to eventually extend its screening for inbound and outboard business travellers too (eg essential business travelers between SG-China are not subject to quarantine but need to be tested).

- *Driving license renewal and motorbike renewal service* to start on coming Tuesday.

- *Concession renewal for e-government services* and *Immigration Related Services* - expects official letter by early next week.

- *National Integrated Immigration System (NIIS)* which has an indicative contract value of RM1.2b-1.6b *will be awarded before 15th July’s parliament meeting*. MYEG has formed a consortium with S5 and HeiTech Padu to bid for this contract.

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2020-06-05 18:16 | Report Abuse

Pls Be patient

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2020-06-05 16:38 | Report Abuse

MYEG BOLEH!!!!

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2020-06-05 15:24 | Report Abuse

Buy buy buy accumulating more now.

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2020-06-05 08:57 | Report Abuse

Will accumulating more now

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2020-06-04 23:45 | Report Abuse

If QR good, will fly

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2020-06-04 23:40 | Report Abuse

Tomorrow go go go

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2020-06-03 23:26 | Report Abuse

Accumulated more today

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2020-06-03 22:53 | Report Abuse

Bank and insurance counter up up

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2020-06-03 22:51 | Report Abuse

Coming QR should very good.

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2020-06-03 22:50 | Report Abuse

Accumulated more

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2020-06-03 13:32 | Report Abuse

april-June chicken eggs price die..... lelong

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2020-06-03 13:30 | Report Abuse

let see the big investors play around with small investors for the glove counter today.
I really pity those small investors force to sell at the loss today. Don't greedy.

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2020-06-03 13:29 | Report Abuse

let see the big investors play around with small investors for the glove counter today.
I really pity those small investors force to sell at the loss today. Don't greedy.

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2020-06-03 13:28 | Report Abuse

let see the big investors play around with small investors for the glove counter today.
I really pity those small investors force to sell at the loss today. Don't greedy.

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2020-06-03 13:27 | Report Abuse

let see the big investors play around with small investors for the glove counter today.
I really pity those small investors force to sell at the loss today. Don't greedy.

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2020-06-03 13:24 | Report Abuse

accumulate some today

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2020-06-03 13:22 | Report Abuse

Scomnet is not gambling counter. My TP is over RM2.00

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2020-06-02 22:43 | Report Abuse

Tp over 0.50-0.60

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2020-06-02 22:40 | Report Abuse

All huat huat Huat. TP over 1.60-1.70

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2020-06-02 21:42 | Report Abuse

Gemstar @ Better than rubermx, carepls

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2020-06-01 23:47 | Report Abuse

Should over RM 3-4. Fundamental

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2020-06-01 23:34 | Report Abuse

Confident ! ! TP by this week > RM 1.50. Coming QR are High revenue n profits.

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2020-06-01 23:31 | Report Abuse

Wow ! intention go for digital banking services.

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2020-06-01 23:28 | Report Abuse

Tp > 0.50 cents

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2020-06-01 23:27 | Report Abuse

RGT OR RAPID GROWTH TECH (9954) ANOTHER POTENTIAL SANITIZER THEMED LIMIT UP STOCK, Calvin Tan Research

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2020-06-01 20:40 | Report Abuse

hygiene care products such as sanitiser dispensers and hand soap dispensers..

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2020-05-31 19:13 | Report Abuse

COMFORT & RUBEREX – 梦醒时刻?

近期,二三线的手套股走势最为强劲。无论是Comfort、Rubberex或者Careplus,都录得至少3倍以上的涨幅。今天要探讨,这些股票的未来盈利增长真的那么厉害吗?

包括Harta和Top Glove在内,本地手套业的大部分销售来自于医疗领域。在销售量增加和价格提升的行情中,肯定是受惠程度最大的群体。 反观Comfort手套出售至多个行业,包括工业、汽车、食品工业、航空、制药和生命科学,而医疗仅占一部分。

值得一提,Comfort一直以来都专攻定制手套,也就是根据客户的各种不同要求生产,如长袖手套 (Long Sleeve)、无胶原蛋白手套 (Collagen-Free) 等等。这些都是大型手套生产商往往无法专注的市场。不打算与其他大型手套上直接竞争,而是通过提供特种手套来定位自己。

再看看外国销售,其他大型业者的出口比例占95%以上。然而,Comfort的出口比例仅是60%,其中美国和加拿大的贡献比例占21%。本地市场占整体销售的40%。以上足以说明受益程度并,没有想象中显著。

看看RHB投行的报告,之前在Q4业绩出炉后给予1.08的目标价,之后在股价大涨之际,没有任何理据的将目标价提高至3.18。两份报告的作者都不一样。

在旧报告中,使用FY21预测的RM35m盈利来计算目标价,在最新报告已经将预期盈利提升至RM44m,称得上合理,无可挑剔。然而,夸张的部分在于将FY22预期盈利从RM40m提升90%至RM76m,同时也改用为计算目标价的方式。

此外,之前计算使用的18倍PE也改为25倍。感觉上,不应该用本益比,而是改用本梦比 (Price-Dream Ratio),来反映出幻想的境界。

现在Comfort的股价已经攀升至3.60,距离梦醒时刻还有多久呢?董事兼主要股东之一的Dato’ Lau在5月期间累积卖出近1,800万股或3%股权,套现超过RM40m。这并非是小数目,肯定不是好迹象。

值得一提,Dato’ Lau也是本地家禽股龙头Leong Hup和Teo Seng的创办家族之一。事实上,要在这2支股票身上赚到钱,谈何容易。翻看股价图就可略知一二。

再来就是浅谈暴涨4倍左右的Rubberex。其生意模式与其他大型手套业者不一样,主攻零售市场,客户对象为百货公司和超级市场。一般上,合约都是锁定在6-12个月。虽然说不愁没有生意做,但是对于目前的平均售价上涨,则不会有很大程度的受惠。

其产能使用率在疫情之前已达到顶限100%,而产能扩充活动仍在进行当中。也就是说,短期内没有新产能上线。新厂房原本预计在7月开始投产,不过已经延迟至9月才开跑,因此仅会在今年作出3个月的贡献。理论上,受惠程度最小的是Rubberex。

市场上很多“大咔”都在吹鼓这2支股票,目标价越喊越高,不过还真的给他们喊到。看着90度的上涨速度,加上参与的散户越来越多,不敢想象热潮一退的时候,践踏的情况会多么的惨烈。

能赚到这些股的钱是好事,不过适当的离场是必须的。随着股价偏离基本面越来越远,已经处于一个非常危险的水平,可以说是完全失去理性。最后奉劝一句,不是不到,只是时辰未到。以上是个人的真心话。

Stock

2020-05-31 19:00 | Report Abuse

COMFORT & RUBEREX – 梦醒时刻?

近期,二三线的手套股走势最为强劲。无论是Comfort、Rubberex或者Careplus,都录得至少3倍以上的涨幅。今天要探讨,这些股票的未来盈利增长真的那么厉害吗?

包括Harta和Top Glove在内,本地手套业的大部分销售来自于医疗领域。在销售量增加和价格提升的行情中,肯定是受惠程度最大的群体。 反观Comfort手套出售至多个行业,包括工业、汽车、食品工业、航空、制药和生命科学,而医疗仅占一部分。

值得一提,Comfort一直以来都专攻定制手套,也就是根据客户的各种不同要求生产,如长袖手套 (Long Sleeve)、无胶原蛋白手套 (Collagen-Free) 等等。这些都是大型手套生产商往往无法专注的市场。不打算与其他大型手套上直接竞争,而是通过提供特种手套来定位自己。

再看看外国销售,其他大型业者的出口比例占95%以上。然而,Comfort的出口比例仅是60%,其中美国和加拿大的贡献比例占21%。本地市场占整体销售的40%。以上足以说明受益程度并,没有想象中显著。

看看RHB投行的报告,之前在Q4业绩出炉后给予1.08的目标价,之后在股价大涨之际,没有任何理据的将目标价提高至3.18。两份报告的作者都不一样。

在旧报告中,使用FY21预测的RM35m盈利来计算目标价,在最新报告已经将预期盈利提升至RM44m,称得上合理,无可挑剔。然而,夸张的部分在于将FY22预期盈利从RM40m提升90%至RM76m,同时也改用为计算目标价的方式。

此外,之前计算使用的18倍PE也改为25倍。感觉上,不应该用本益比,而是改用本梦比 (Price-Dream Ratio),来反映出幻想的境界。

现在Comfort的股价已经攀升至3.60,距离梦醒时刻还有多久呢?董事兼主要股东之一的Dato’ Lau在5月期间累积卖出近1,800万股或3%股权,套现超过RM40m。这并非是小数目,肯定不是好迹象。

值得一提,Dato’ Lau也是本地家禽股龙头Leong Hup和Teo Seng的创办家族之一。事实上,要在这2支股票身上赚到钱,谈何容易。翻看股价图就可略知一二。

再来就是浅谈暴涨4倍左右的Rubberex。其生意模式与其他大型手套业者不一样,主攻零售市场,客户对象为百货公司和超级市场。一般上,合约都是锁定在6-12个月。虽然说不愁没有生意做,但是对于目前的平均售价上涨,则不会有很大程度的受惠。

其产能使用率在疫情之前已达到顶限100%,而产能扩充活动仍在进行当中。也就是说,短期内没有新产能上线。新厂房原本预计在7月开始投产,不过已经延迟至9月才开跑,因此仅会在今年作出3个月的贡献。理论上,受惠程度最小的是Rubberex。

市场上很多“大咔”都在吹鼓这2支股票,目标价越喊越高,不过还真的给他们喊到。看着90度的上涨速度,加上参与的散户越来越多,不敢想象热潮一退的时候,践踏的情况会多么的惨烈。

能赚到这些股的钱是好事,不过适当的离场是必须的。随着股价偏离基本面越来越远,已经处于一个非常危险的水平,可以说是完全失去理性。最后奉劝一句,不是不到,只是时辰未到。以上是个人的真心话。

Stock

2020-05-31 18:59 | Report Abuse

COMFORT & RUBEREX – 梦醒时刻?

近期,二三线的手套股走势最为强劲。无论是Comfort、Rubberex或者Careplus,都录得至少3倍以上的涨幅。今天要探讨,这些股票的未来盈利增长真的那么厉害吗?

包括Harta和Top Glove在内,本地手套业的大部分销售来自于医疗领域。在销售量增加和价格提升的行情中,肯定是受惠程度最大的群体。 反观Comfort手套出售至多个行业,包括工业、汽车、食品工业、航空、制药和生命科学,而医疗仅占一部分。

值得一提,Comfort一直以来都专攻定制手套,也就是根据客户的各种不同要求生产,如长袖手套 (Long Sleeve)、无胶原蛋白手套 (Collagen-Free) 等等。这些都是大型手套生产商往往无法专注的市场。不打算与其他大型手套上直接竞争,而是通过提供特种手套来定位自己。

再看看外国销售,其他大型业者的出口比例占95%以上。然而,Comfort的出口比例仅是60%,其中美国和加拿大的贡献比例占21%。本地市场占整体销售的40%。以上足以说明受益程度并,没有想象中显著。

看看RHB投行的报告,之前在Q4业绩出炉后给予1.08的目标价,之后在股价大涨之际,没有任何理据的将目标价提高至3.18。两份报告的作者都不一样。

在旧报告中,使用FY21预测的RM35m盈利来计算目标价,在最新报告已经将预期盈利提升至RM44m,称得上合理,无可挑剔。然而,夸张的部分在于将FY22预期盈利从RM40m提升90%至RM76m,同时也改用为计算目标价的方式。

此外,之前计算使用的18倍PE也改为25倍。感觉上,不应该用本益比,而是改用本梦比 (Price-Dream Ratio),来反映出幻想的境界。

现在Comfort的股价已经攀升至3.60,距离梦醒时刻还有多久呢?董事兼主要股东之一的Dato’ Lau在5月期间累积卖出近1,800万股或3%股权,套现超过RM40m。这并非是小数目,肯定不是好迹象。

值得一提,Dato’ Lau也是本地家禽股龙头Leong Hup和Teo Seng的创办家族之一。事实上,要在这2支股票身上赚到钱,谈何容易。翻看股价图就可略知一二。

再来就是浅谈暴涨4倍左右的Rubberex。其生意模式与其他大型手套业者不一样,主攻零售市场,客户对象为百货公司和超级市场。一般上,合约都是锁定在6-12个月。虽然说不愁没有生意做,但是对于目前的平均售价上涨,则不会有很大程度的受惠。

其产能使用率在疫情之前已达到顶限100%,而产能扩充活动仍在进行当中。也就是说,短期内没有新产能上线。新厂房原本预计在7月开始投产,不过已经延迟至9月才开跑,因此仅会在今年作出3个月的贡献。理论上,受惠程度最小的是Rubberex。

市场上很多“大咔”都在吹鼓这2支股票,目标价越喊越高,不过还真的给他们喊到。看着90度的上涨速度,加上参与的散户越来越多,不敢想象热潮一退的时候,践踏的情况会多么的惨烈。

能赚到这些股的钱是好事,不过适当的离场是必须的。随着股价偏离基本面越来越远,已经处于一个非常危险的水平,可以说是完全失去理性。最后奉劝一句,不是不到,只是时辰未到。以上是个人的真心话。

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2020-05-30 11:21 | Report Abuse

Khuen@ thanks for your info.

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2020-05-30 11:20 | Report Abuse

zhangliang@ we are happy hold together for long term, we don't care other people said overvalued etc. I bought at 1.50.
Ahealth is vey Fundamental & cash rich & growth every year.