Nepo

Nepo | Joined since 2018-06-12

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User Comments
Stock

2021-10-05 10:13 | Report Abuse

Trust fund manager needs to take care shareholders, therefore they are very careful in selection of the stock. yes, I notice ttb now invest in growth stk. I am particularly surprised when he adds Airasia in his portfolio because AIrasia is regarded as high risk high return.

Value fund managers like TTB need to keep huge pile of cash in case of stock crash, they can do bottom fishing..not like individual investors/speculators, they can do whatever they like, no need to be responsible to others..

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2021-10-05 06:22 | Report Abuse

Jatuh jatuhlah to RM 0.23..

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2021-10-05 06:07 | Report Abuse

营收稳 迎疫后回弹
综合近几个月的媒体采访和股东大会摘要,该公司在2019年投资了4000万令吉在新的软糖制造厂,打造每年4000公吨的新产能(现有产能为9000公吨),预计在新产能全面启用时,软糖销售额将于未来进一步上扬30%至1亿7000万令吉。

新厂产线有望重启
然而受疫情封锁政策影响,新厂产线启动时机被迫延后,因产线需德国工程师来完成最后安装工作;无论如何,随各国渐渐打开国境,且有经验丰富的管理层看管,新产线面对的问题料不会拖延太久。

Stock

2021-10-03 19:39 | Report Abuse

Cant wait to see tomorrow opening, see who is right who is wrong.
I wany to rent one tent tonight

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2021-10-01 20:53 | Report Abuse

Privatisation at RM2?
Do you know how much Suria worth?
I wont reply you anymore..
Ignorance guy

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2021-10-01 20:43 | Report Abuse

I was wondering where does Tenaga buy the coal from, import or local?

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2021-10-01 20:35 | Report Abuse

This is one of the golden goose not yet discover by investors.
Privatisation only benefit to the certain parties, certainly not minorities

I would prefer to collect golden eggs daily as a long-term recurring income instead of killing the goose to get one-off golden eggs..

All you need now is PATIENCE.

Stock

2021-10-01 11:03 | Report Abuse

Top up some..

My take is Harta is in upward trend

Hopefully my decision is correct.

Stock

2021-09-30 06:00 | Report Abuse

This pandemic recovery stock already long time no movement

This plane begins to depart very soon

Passengers are remind to fasten your seat belt, our journey to the sun will take around 10 years.

Good luck

Stock

2021-09-29 20:33 | Report Abuse

Wow! Didn't expect such fantastic result..
Buy sadly no dividend..

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2021-09-29 20:25 | Report Abuse

Today i am lucky to witness the best ever result announced by this useless mgt..

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2021-09-29 17:20 | Report Abuse

If bad news like set up more factories are discouraged by Chinese govt,..then that is the bottom price of Hartalega..

my assumption only...

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2021-09-29 17:13 | Report Abuse

Quote:@dawchok I would think it is the power crunch in China interrupting glove supplies from China and alleviating the over supply situation.
28/09/2021 12:48 PM

======
@dawchok, i believe what you said is correct.

Hearsay Chinese govt discourages chinese to set up factories to produce low end margin products and probably gloves production is one of them..thay is why POWER CRUNCH...

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2021-09-29 16:11 | Report Abuse

I believe is the bottom already.
Accumulated some..

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2021-09-28 12:48 | Report Abuse

This share is only suitable for super long loong looong-term holders.

And I am willing to allocate some funds to bet on this share..
I collected my 1st batch in Year 2005 i.e listing year
Now is my 2nd batch..because of HUGE DISCOUNT appears NOW.

If you like this share, you have to prepare to hold for at least next 10 years

I have prepared to pass this stk to my next generation.

Has been followed this stk more than 15 years..cry

I hope Ttb not disappointed me..

Stock

2021-09-28 08:43 | Report Abuse

The moment the institutional fund needs to sell because of the holding beyond 20%, the share price will press down due to dumping. If sb buy in at the time, it maybe lower than today price..that is why though there is a huge discount as per today, long-term investors still wait and see..probably this is what ttb thinks..

"...City of London used to pressure icapital.biz Berhad to conduct a 10% share buyback to narrow the NAV discount, while itself buying over 20% of icapital.biz Berhad’s share capital, thereby worsening the discount it has been so persistently complaining about..."

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2021-09-28 08:23 | Report Abuse

I believe the big boss 11M ordinary shares are from the conversion of warrant B, NOT purchased from off market..

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2021-09-27 06:22 | Report Abuse

Very happy stay here to see sb losing money in this counter despite numerous warning.

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2021-09-27 05:29 | Report Abuse

You watch the video, you notice that Cocoaland gummy product has economy moat..it is an unique competitive product of the company.

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2021-09-26 19:13 | Report Abuse

Holding icap is like holding a bare vacant land.
I believe NAV will appreciate in value over time. But for how long the discount will disappear, no one has a clue.This is an uncertainty to long-term holders. Scottish Mortgage needed almost 100 years to reflect its value.

For Icap, you need to have ability to hold for very very very very long loong looong loooong-term without any dividend. If the discount persists for a very long-term, the holders are not worth to cash out when there is an urgent requirement of the fund.

Perhaps the mgt can suggest to reduce the management fee. In this way, icap long-term holders will feel more secure and willing to keep the shares..because money is there and NOT use to pay huge management fee...

Stock

2021-09-26 14:49 | Report Abuse

Really fantastic to speak in this empty room
Share price not up no one comes in. Except me, very happy staying here
..

Stock

2021-09-24 05:44 | Report Abuse

@Fly,
Thank for sharing the video.

It seems that Cocoaland is a growth co with annual growth about 10% and China is the main expanding market.

Stock

2021-09-23 20:49 | Report Abuse

If you lost and no money to buy underwear, i m willing to support you ..

Stock

2021-09-23 20:47 | Report Abuse

Old people like me not like sweet and junk food. But i presume young people love these types of food because i loved this food when i was young. That is the reason i buy this brand stock...

Stock

2021-09-23 18:12 | Report Abuse

Luckily i topped up at RM1.89 few days ago.

Another good thing is that Epf continues to top up with no disposal as at 20 Sept 21.

Stock

2021-09-23 18:09 | Report Abuse

Nice, free bonus one to one.
This is good about trustworthy co.
Hopefully ex bonus price can stay at least RM 1

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2021-09-23 13:48 | Report Abuse

@Up Slowly, you spot on. Price reflect future valuation. If people need AA, then demand is there

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2021-09-23 12:50 | Report Abuse

I tell you not easy to become hero. You think you buy in this counter at low price at RM 0.2x, later you shout when the price at RM 0.50...?

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2021-09-22 13:51 | Report Abuse

last chance boarding Icap.
The express train begins to depart..hurry..
Boarding time 22 Sept 2021 RM2.06

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2021-09-21 11:54 | Report Abuse

I found an interesting article probably is good for the future prospect of Kgb.
Keep this link here for my future reference.

https://www.theguardian.com/environment/2021/sep/18/semiconductor-silicon-chips-carbon-footprint-climate

EXTRACT
========
"There is also innovation aimed at tackling the worst-polluting materials used in making semiconductors. The chip industry uses different gases during the production process, many of which have a significant climate impact.

Chip companies make lots of money. So even though all these green carbon measures would have a cost, they can afford itMark Li, semiconductor analyst

TSMC said it had implemented scrubbers and other facilities to treat gas emissions. But another route is replacing “dirtier” cleaning gases that clean the delicate tools in semiconductor manufacturing, said Michael Pittroff, a chemical engineer working on semiconductor gases at Solvay Special Chemicals.


In industrial tests over the last six years with about a half dozen chipmaker clients, Pittroff said, he and his team had replaced more polluting gases with “cleaner” fluorine, with a lower global warming impact.

Other companies target the gases that are used to etch patterns onto and clean the silicon surface of a wafer – the thin piece of material used to make semiconductors. Paris-based industrial gases company Air Liquide, for example, has come up with a line of alternative etching gases with lower global warming impacts.

But replacing gases will be a challenge: anything that touches the silicon wafer, such as an etching gas, is really hard to alter once a fab is operating, said Hanbury. The process involves a huge amount of precision. Fabs have to place up to 100m transistors on a postage-stamp sized wafer and need to do it perfectly. It takes four to five years for fabs to develop a recipe for this and “once you set it, you basically never want to change it”, Hanbury said.

Some experts believe chipmakers will start to modify their processes to incorporate greener gases, especially if the big players make a move. “If TSMC switches, I am sure the others will,” said Fonstad. “If TSMC doesn’t, then other manufacturers may switch to show they are better than TSMC.”

Stock

2021-09-20 21:43 | Report Abuse

RM 0.245 you buy you die.
Con mgt

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2021-09-20 11:43 | Report Abuse

top up some.
Hopefully not become water fish..

Stock

2021-09-18 11:02 | Report Abuse

@Leonggg@dawchok,
I hope Kgb will give us handsome return.

Cheer.

Stock

2021-09-17 09:29 | Report Abuse

It looks like temporary bottom has reached.
Not sure long-term bottom price..

Stock

2021-09-15 18:04 | Report Abuse

Only now you know this counter not fly.
But too late already.
Hopefully no cut loss..

Stock

2021-09-15 11:49 | Report Abuse

look like today game play is towards limit up...let see

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2021-09-15 11:09 | Report Abuse

Hold Kellington 28,383,200 shares at the cost of around RM 0.70 (Today price RM 1.66)
Hold Kellington warrant around 9,500,000 shares at the cost of NIL, (today price RM 0.60)
Hold Sam 4,738,000 shares @ RM 7.xx, today price RM 14.xx

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2021-09-15 09:23 | Report Abuse

Really impressive
I didnt expect it so powerful at first..

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2021-09-14 20:59 | Report Abuse

Yes, best defensive stock with dividend yield 4.xx%
You can sleep well with this stock.
Listing in Year 2005. If you invest at that time RM 1000, 16 years later, it becomes RM 5000 (including dividends)

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2021-09-14 11:47 | Report Abuse

omg..where is thhe bottom...?

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2021-09-11 20:58 | Report Abuse

@tonywong8, very good analysis. Tq

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2021-09-11 20:03 | Report Abuse

I believe this is a very good co with trustworthiness mgt.

Now it is the time to determine the entry price. Perhaps divide into multiple batches to buy in. And more importantly is you need to hold at least one year before the sentiment becomes better...

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2021-09-11 11:46 | Report Abuse

Top up @ RM 0.60, 100 big lots

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2021-09-11 08:42 | Report Abuse

Thank @Poweeplay666 for sharing Zoom presentation

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2021-09-10 15:30 | Report Abuse

Don't cut loss. Hold tight tight perfect storm ahead..

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2021-09-10 10:07 | Report Abuse

Quote:-
niet Short selling of glove shares today
topglov 4,971,100 shares worth 17.065 million MYR average price 3.4328 total volume 37846900
supermx 3,054,400 shares worth 8.674 million MYR average price 2.8398 total vol. 20346900
kossan 593,500 shares worth 1.7010 million MYR average price 2.8866 total vol 8444500
harta 107100 shares worth 0.705942 million MYR average price 6.5914 total vol 11051700

percent shorted
top glov 13%
supermx 15%
kossan 7%
harta 0.9%
09/09/2021 11:07 PM
=====
Hopefully KILL the shorties kaw kaw

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2021-09-09 20:21 | Report Abuse

@Pgraduate123 Nepo, I had bought harta at 3.84 before.
Few years ago..
09/09/2021 7:25 PM
=======
@pgraduate,
You smart.
I shall buy in my 2nd batch once RM 6 level loses

Stock

2021-09-09 12:11 | Report Abuse

Harta can get raw material cheap because Nitrile gloves are produced from synthetic rubber (oil) They are flexible and stretchable. These attributes are used in medical and chemical fields equally.
Because our country is a oil production country..

Correct me is I m wrong

Stock

2021-09-09 11:59 | Report Abuse

arta is one of the top-notch glove co in the world. slowly buy in at present level. Don't miss this chance.

Btw, RM 5 seems rather 'impossible' because of the additional capacity of production