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2020-10-15 10:05 | Report Abuse
AT is going to put to shame its non-believers when it ramps up its glove production next month, With a production capacity of 211million pcs/mth or 2.5billion pcs per annum, AT will report a profitable quarter starting from 4Q20.
Using AT's investor relations presentation slides, the company has 7 single former lines (60m pcs) and 11 double former lines (151m pcs).
Assuming average selling price (ASP) of USD60 (which is much lower than Top Glove & Supermax's ASP range of USD75-USD100), AT's revenue would be around USD150m or RM620m. This means AT is the cheapest glove stock with 28m net profit or trading at just 6x FY21 earnings. Based on its absolute penny stock price of RM0.08, I believe AT would transform into a retailer's darling dream glove stock.
2020-10-06 10:38 | Report Abuse
Gpacket... I will wait you back at 0.45
Till then, see you
2020-10-06 10:38 | Report Abuse
Gpacket... I have sold at 0.535
Take profit and run....
2020-10-06 09:55 | Report Abuse
Focus ... Buying rate very very low now..
Retailers going to take profit...
Those who make profit, you dont run.
wait till drop... then add more
2020-10-06 09:52 | Report Abuse
I am waiting for Tguan at 4.2
2020-10-06 09:52 | Report Abuse
Tguan... although good counter..
I am taking profit at 5.3
Remember how Tguan drop to 4.7...
2020-10-06 09:49 | Report Abuse
I am waiting for Airport at 3.5
Till then, Bon Voyage
Adieu !
2020-10-06 09:45 | Report Abuse
covid cases increasing daily...
hopefully there will not be a second lockdown.
If it does.... Airport....
Who will visit Airport ?
That's why Airport is droping day by day... going down day by day...
2020-10-06 09:43 | Report Abuse
notion... rotational players...
Topglove price weakness, retailers taking profit.
Notion will follow suit...
2020-10-06 09:41 | Report Abuse
Mtag next level, shall revisit 0.6...
rotational players....
2020-10-06 09:30 | Report Abuse
I have sold all my focus 2.27...
Will be back when Focus drops more...
Till then,.... see you all.
2020-10-06 09:30 | Report Abuse
CREDIT SUISSE GROUP AG keep on selling Focus....
I am also selling Focus now...
Maybe when Focus has drop to the next lower level, I will be back
2020-09-29 15:35 | Report Abuse
SCGM drop...
Tguan gonna drop soon.
Run you can , run Tguan dropping soon
2020-09-29 15:34 | Report Abuse
When the 4 big brothers drop today.
When one of the 4 big brother today got court case appeal..
You think SCGM will drop or not ?
Sure drop la...
until people start to forget about the 4 big brothers, then SCGM will up again
Run while you can
2020-09-29 15:33 | Report Abuse
Drop drop drop..
Although improved earning... still drop
Why ?
SCGM although maker of food container plastic...
but there is a division in there that make mask...
2020-09-29 15:13 | Report Abuse
Notion... always follow the 4 big brothers..
Today, the 4 big brothers all dropping leh...
one of the 4 big brother, today got Court case appeal...
if the court case appeal... either way of the court judgement will not be good
retailers, need at least a week to determine what should be the impact...
then, while no direction to follow... means going down leh...
wait... wait... dont hurry in... wait at least a week...
see got direction, only jump in...
Right now... jump out as fast as you could.....
remember cash is king now
2020-09-29 15:10 | Report Abuse
Either way of the appeal goes...
would keep bring down the Supermx price
Why ?
Retailer dont know how to percept that
If appeal successfull.... means the earlier conviction of insider trading is not good
If appeal unsucessful.... means insider trading is going on...
therefore, either way of the appeal....
Price still goes down, at least for a week..
Until retailers, figure out to follow or to run....
2020-09-29 15:08 | Report Abuse
2017 ,,, Supermx boss was sentenced to 5 years jail for insider trading..
Today Sept 29... he is appealing against the judgement
2020-09-29 15:07 | Report Abuse
Supermax Boss appeal to the court Sept 29
No wonder big drop of price
2020-09-24 16:26 | Report Abuse
market bad.. keep cash is king now
2020-09-17 15:55 | Report Abuse
Shellhouse ... you seem right la.
Topglove koyak la... going soon to RM7
habis la kali ini....
2020-09-17 15:47 | Report Abuse
Shellhouse Soon it might go to PE18.
Posted by facts123 > Sep 17, 2020 3:44 PM | Report Abuse
Current PE is only 36
17/09/2020 3:45 PM
If PE go down more, the better it is, Shellhouse, if PE go down more to PE10.
We accumulate more... and hold more...hehe hehe
2020-09-17 15:44 | Report Abuse
PZOGRO PERFECT 10 in making....
17 SEPTEMBER IS GOING TO BE MEMORABLE DAY TO TOPGLOVE TSL.
HISTORIC RECORDS MOMENT I THINK FOR ITS:
1) OVER 1B PAT
2) ALL TIME HIGH PRICE AT 10.00 (PERFECT TEN)
3) NO 1 IN BURSA TAKING-OVER MBB WITH MKT CAP 81.7B
17/09/2020 3:38 PM
Cheers PZOGRO ! PERFECT 10, TOPGLOVE VERY SOON RM10
2020-09-17 15:37 | Report Abuse
the peak for Top Glove earnings has yet to come and expects the next following quarter to see even stronger earnings.
2020-09-17 15:16 | Report Abuse
mf Dow futures drop more than 200 points after Fed signals no rate hikes until 2023
17/09/2020 3:05 PM
MfDOw : yes... Dow future drop so much 300 points more, after Fed signals no rate hikes until 2023..
My opinion only : I think this is another Trump strategy.. meaning, how could Fed foresee until so long until 2023 ( 3 more years !) impossible !
Next year, most countries economy will have pick up... Rate hikes will definitely be hike up 2021. If not, China take over USA already la...
Tomorrow or next monday... USA another hike up again indexes....
2020-09-17 15:09 | Report Abuse
I will hold and hold until at least seeing 10
2020-09-17 15:08 | Report Abuse
Calling all retailers... the more you panic... the more you sell ....
This bagi chance for institutional big players to enter....
Bagus la... macam ini....
2020-09-17 15:02 | Report Abuse
K+MyBaby Absorbed 38mil sellers in less than half hour and back to green!!! Should be non-stop to RM9 now...
17/09/2020 2:59 PM
K+MyBaby : should close just before RM10 today....
2020-09-17 14:56 | Report Abuse
Topglove in order to have higher market capitalization than Maybank only need 2 things to happen :-
1) Topglove price more than RM10
or
2) Maybank price less than RM5
Which would you think is more possible...
Of course, Topglove more than RM10
2020-09-17 14:54 | Report Abuse
Dr Lim Wee Chai will not let that happen.
Remember Dr Lim Wee Chai said before end of Sept, Topglove will be higher than Maybank in terms of market capitalization
2020-09-17 12:29 | Report Abuse
Stockisnotfun Eh Maybank is dropping. So that's how topglove take over Maybank?
17/09/2020 12:26 PM
I think people scare, then throw Maybank... That why Maybank dropping
2020-09-17 12:28 | Report Abuse
Kyy said yesterday he sold Topglove
2020-09-17 12:24 | Report Abuse
Stock: [TENAGA]: TENAGA NASIONAL BHD
Jul 24, 2020 8:22 PM | Report Abuse
if forward eps 70, the fair value of tenaga only rm 10.50 , good luck ...........
--------- unquote -----
I am still stick to my previous estimation of this stock .
16/09/2020 7:04 PM
Ivanlau : Thanks for sharing..
Based on your estimation, fair value of Tenaga is only RM10.50.
No wonder Tenaga keeps dropping today.
2020-09-16 16:25 | Report Abuse
tkl88 Ekovest - Bandar Malaysia boost market value by RM4.5 billion or RM1.70/share
Author: sayalabur Publish date: Wed, 16 Sep 2020, 3:16 PM
https://klse.i3investor.com/blogs/alpha_return_hedge/2020-09-16-story-...
According to Tan Sri Lim Kang Hoo, Ekovest is expected to pay RM1.5bn for the proposed 40% acquisition in IWH-CREC Sdn Bhd (IWH). Then with the appointment of CIMB and the international tranche to Chinese investors via ICBC, Bank of China and Citic, he plans to list IWH in the 1st half of 2021 to raise at least RM5bn (source: The Star).
Now the calculation. For IPO, usually 30% is raised from IPO proceeds (estimated at RM5bn) and this means IWH is worth RM15bn.
Hence, Ekovest's 40% stake in IWH will be valued at RM6bn (40% of RM15bn). That's why no problems for Ekovest to raise financing to buy initial 40% stake in IWH as Ekovest will secure the financing (back to back arrangement) from CIMB, ICBC, Bank of China and Citic.
The 40% stake of RM6bn - cost of purchase of RM1.5bn translates to an increase in Ekovest's market value to RM4.5bn or RM1.70 per share in Ekovest.
The bottom line is Ekovest is a screaming buy at current levels and don't let anyone tell you otherwise as the numbers don't lie.
16/09/2020 3:23 PM
Thank you TK188 ... for sharing, cheers !
2020-09-16 13:34 | Report Abuse
EKOVEST announced that it had received an offer from the Isganda Seal Holdings (Yihai Holdings) to acquire 40 % stake in the IWH CREC held by the latter to participate in the City of Dama City by taking part in the 40 % stake in the Yihai-China Projects.
Kirkweis reported to the Exchange today that Yihai-China Railway Private Co. Ltd. is a joint venture of Yihai Holdings and China Railway Engineering Group Limited (C
On December 17 last year, the Yihai Holdings officially signed a contract with TRX City Private Co. Ltd. (TRXC), an indirect subsidiary of the Ministry of Finance.
Under the contract, Yihai-China Railway will acquire 60 % of the stakeholders of Damashi City's main developer, Dama City Limited (BMSB), and the remaining 40 % will go to the parent company TRX
2020-09-15 16:20 | Report Abuse
Ekovest : Get ready before end of this week 0.8
2020-09-15 16:19 | Report Abuse
People throw, you pick la.
Pick of the best...
Pick the winner
very rich
2020-09-15 16:18 | Report Abuse
topglove tomorrow will hit another new high...
Tomorrow you think result out in the morning or afternoon, or after closing ?
Dr Lim Wee Chai already said on TV8 a few days ago, Topglove result will be very very good
Next next coming Quarter also no need worry
Hartalega boss said in AGM today, next 3 years also cant meet gloves demand
Think about that
All your money in Fixed Deposit, where you want to park your money.
In gloves counter la, next 3 years secure ma.
No need worry.
2020-09-15 16:16 | Report Abuse
LKL - also going up,. momentum detected...
Who got money to buy Tenaga today
Next year, Tarif for Tenaga going down ..
How to earn money...
2020-09-15 16:14 | Report Abuse
Patience is the virtue
We want to win, Win BIG BIG
If not then no need play
NOtion at 1.18, patience wait till RM3
Another millionaire in the making
2020-09-15 16:13 | Report Abuse
Remember Comfort ? How Comfort fly from 1++ to 3++ to 4++ now
Notion will be the next Comfort !
Mark my words ...
2020-09-15 16:12 | Report Abuse
Notion....Topglove Boss Dr Lim Wee Chai said, end of Sept, Market Capitalization for TOpglove will be higher than Maybank.
With that said, Topglove will fly.
Topglove fly, Notion price will fly
Notion TP 3
2020-09-15 16:09 | Report Abuse
13.8% Net profit margin...
Performance SCGM keeps increasing...
2020-09-15 16:07 | Report Abuse
SCGM result going to be release soon, around Sept 24.
This Quarter result is expected to be very very good.
2020-09-15 16:07 | Report Abuse
Young Padawan Looking forward to some good news in upcoming QR.
Last quarter (Jan to Apr), during MCO, while the plant was not operating at 100% capacity, SCGM made 6.9 million.
This upcoming QR (May - Jul), the plant has been operating at very high capacity, I expect it will make at least 20-30% more, 8 - 9 million for this QR. (Guess only).
So, good outlook. :)
02/09/2020 7:33 AM
Young Padawan... Thanks for sharing...
I agree with you
2020-09-15 16:03 | Report Abuse
ha ha .. if you still think you still want to sell...
Sell sell sell....
Sell more
So that investors can buy more at cheaper price...
Stock: [AIRPORT]: MALAYSIA AIRPORTS HOLDINGS BHD
2020-11-09 15:40 | Report Abuse
Airport.. going down soon..
Each day, drop a bit
Bit by bit drop
Airport gonna soon hit 3.5