Yea bois, collect colect collect slowly

@sunnyguy. Are you from Oil n Gas sector? Why so many services company u choose MHB. Im more heavy on Deleum, Penergy, T7Global. Adding onto MHB just base on high confidence on sector but no confidence on the management, solely base on track record and their ability to generate cash flow.

Oil and gas sector is badly understood. Spike in oil price wont affect service compannies. Even more so now as nobody wants to work in this industry. Its going to be bullish for many years to come

Any long term investors in oil and gas sector left?

I noticed not much people in Oil and Gas giving comment. Mostly are retail investors but i feel upcycle just only started. Recession or not, oil is inelastic short term. Energy transition needs fossil fuels even more. Such a good opportune time

Markets always get hype about getting projects. Most critical is the execution power of the team and to deliver sustained solid earnings. Anyone in O&G have insight into their management quality and culture?

hi. Anyone can explain why the heavy engineering segment always report losses. The last time they make profit was 2014/15 period. And it always contributes ca.80% of revenue

Halo. I think it is not the yield that is critical. It is the earnings/order book sustainability and growth prospect for the next years. For FPi, the management doesn't disclose much thus not much funds have any first hand information which always keep market in balance.

Why no research house tracking FPi after so many years ?
Vs PIE and Scope, which one of the company u guys think will have more solid and sustainable growth going forward for the next 4-5 years?

You cannot take USD70 as the ASP new norm of nitrile gloves, my friend.
For PBT margin, topglove's average Operating EBIT margin for the past 10 years is only 10%. Your calculation is too unconservative.
The background and track record of Mr Yee Voon Hun is also not stated and the eligibility like FDA/EU approvals of his current LATEX gloves is unknown.

You just need to calculate the ASP increment and multiply by units sold per month, then minus 30% tax rate. You will get the extra profit generated due to price increase

You are using RM for quarter 3 calculation instead of USD. So the units sold are all wrong

You are right only half. But what is the revenue contribution in rm terms towards Supercomal from Edward Lifescience and Ambu.
Scomnet's yearly revenue not even 1%of Edwards revenue, but of course there is room to grow but we must know how much business Edward is giving to Supercomal for d moment.

I found that they don't own all their distribution companies. some 50%, some only 17%. And your calculation have not deducted tax. Directors salary and fees also very high. If they can make SGD8 million consider very good already.

Yes, Jan-Mar is driest season, lowest precipitation. Most rainfall will be in July-Sept yearly which gives higher output. So the weakest quarter yearly coming up today

"definitely" i meant

Correct, to be exact energy sales is 29.7mill. Net profit before interest, tax, depreciation is 26.4mill. Just consider it as 3 months sales n np la. Gross Profit is densely that high, if you go to AGM you will know

No, is the most conservative calculation because of 20 years depreciation for the assets.
You can check last quarter energy sales generated by only 1 turbine ie 3 months sales to do rough estimation.

Expected yearly net profit starting from this year onwards to be at USD70-75million. Cash flow of about USD80 million.
Unprecedented earnings...

Hi Hopeful,
Ambu results are not specific enough.
I meant what are the exact RM sales revenue in scomnet Quarterly/Full yearly report attributed to endoscopes, bronchoscopes etc single use scopes.
Their sales are not 100% from AMBU endoscopes, they got other products as well.
Another want to know is whether each & every unit of endoscopes sold by AMBU manufactured by Supercomal Medical Products S/B? Same goes to Edward Lifescience.

What is the amount of endoscope sales over total revenue?
is Supercommal the only vendor for Ambu & Edward Lifesciences' endoscopes?
Anyone got the data?

KC, what is yr thought on fimacorp? Its EPV and plantatn growth prospect vs kfima?

KC, what is yr thought on fimacorp?
Which has better EPV?