TOP GLOVES clocked in 347.90m in its latest quarter

So tis modest RM 60m per year KAREX can hit or not?

Supermax clocked in RM 399.6m in its latest quarter

See properly in jz 1 quarter

RM 133m per mth

RM 44m per day

Wit high ASP if not mistaken big 4 hit RM 100m PAT in jz 1 mth

NOS 1,002,000,000

To hit RM 2.00 for mkt cap RM 2,004,000,000

Same PE 33x for gloves co

So need PAT RM 60,727,272

RM 60m PAT can hit or not?

Roughly how much can d new gloves biz phase 1 makes in a year?

10m? 20m? 30m? 40m? 50m? 60m? 70m? 80m? 90m? 100m?

Original post

Toned down to 4 years d but stil good



Orlando Orlando Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

31/07/2020 6:40 PM

02/08/2020 9:46 AM

Market agrees wit me

PE 20x

Due leader position selling to almost everyone in d mkt

Due 51m cash for further expansion if super demand persist

Due low interest % regimen pathetic return from FD

Existing bizs per latest Q

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 4 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 5m per year of PAT at NOS 360m EPS 0.014

Total EPS 0.086

PE 15x = 1.29
PE 20x = 1.72

EPS for existing bizs could b higher due MCO over in Jun

Based on UPA's clarification on its non woven fabric new biz to Bursa PAT from tis new biz likes nothing to shout abt??

Based on UPA's clarification on its non woven fabric new biz to Bursa PAT likes nothing to shout abt??

Pathetic fallacy

Orlando Orlando Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

31/07/2020 6:40 PM

02/08/2020 9:46 AM

Based on past history ak pek could b aggressive in spending money on plant and machinery to expand a viable busines

Face mask fabric is sure bet viable

20m could be jz d beginning

SCGM spending 350k on 2 face mask plant and machinery and in saturated market

TELSENG spending 20m on face mask fabric plant and machinery and in 2 3 suppliers market

TEKSENG 5.7x more

Seen in pictures d non woven fabric plant and machinery look simple as such can b installed quickly to start producing almost immediately hence TEKSENG management guidance tat d increased production wil come in in Q3

R u talking abt SCGM or TEKSENG?

TEKSENG spending 20m


stockraider Can meh ?

So cheap ah ??

Raider can also buka kedai like that loh...!!

Spending jz 350k shouted till whole Malaysia know it

20m how?

SCGM 350k can buy 2 plant and machinery to do face mask biz at scale big enough to make announcement to Bursa

20m can buy how many plant and machinery to do non woven fabric biz at wat scale?

Effect of 20m expansion coming in by Q3

At end 2019 TEKSENG plant and machinery with carrying value at only about 19m

No much of detail but can assume all r old junks by now

TEKSENG is spending rm 20m on new plant and machinery to expand to do non woven fabric can u imagine d increase in d scale of production? 2x? 3x 4x 5x? How many x?

Orlando Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

31/07/2020 6:40 PM

Post removed.Why?

SCGM spending only rm 350k to do face mask biz

TEKSENG is spending rm 20m to expand to do face mask non woven fabric can u imagine d increase in d scale of production? 2x? 3x 4x 5x? How many x?


To meet the increasing demand, a subsidiary of SCGM will purchase two machines from China at a cost of RM350,000. Both machines are expected to arrive and will be installed this month.

Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

Tat is assuming all ths filthy hv not got their on hands d vaccines ahead of everyone else whc is of course not d case

Tan Sri LKT has a strategy

All filthy rich VVIP coming to d casinos wil b given free vaccine

Free vaccine on top of free freight free drinks free foods free chips free everything tat ths VVIP r enjoying now

Ths VVIP r d ones tat matter to profit of d casino

Crowds wil b back

Crowds wil b back

Vaccines coming

Vaccines coming

Imagine what vaccines coming can do to GENM?

Imagine what vaccines coming can do to AA?

Ths 2 counters going limit up due to vaccines coming

Ths 2 counters going limit up due to vaccines coming

https://klse.i3investor.com/m/stock/overview/7081.jsp

https://klse.i3investor.com/m/stock/overview/7081.jsp

https://klse.i3investor.com/m/stock/overview/7148.jsp

Vaccines coming

https://klse.i3investor.com/m/stock/overview/7148.jsp

Vaccines coming

Tis so high price even winning NIIS cannot justify

Pathetic fallacy

So according to u ALB is worth 4x its old price of RM 0.10 at 0.40 cos it might win NIIS

Based on ur logic Heitech Padu shd b worth about RM 4.00 now being 4x its old price of RM 1 cos it might win NIIS

Afterall aren't they both in d same consortium to win NIIS?

If d Ancom Berhad Online Investor Briefing On 18 July 2020 is done right n honestly Monday AncomLB shd gap down

Bursa hang

U better take tis opportunity to think it ovr why issue price to RTO is set at 0.10 MGO at 0.10

Whether wil go up in future all depends on if can win THAT project

Yes market cap RM 1,360,000,000 so how many Ancom Logistics needs to issue?

Ancom Logistics as at now shd not go up at all since it is valued at RM 0.10

Post removed.Why?

68m profit price tag jz 81m r u sure?

So 68,000,000 ÷13,600,000,000

EPS = 0.005

PE 10 = 0.05
PE 20 = 0.10
PE 30 = 0.15

But b4 tis more shares to issue for PP

... and in return ALB shall issue new ordinary shares in ALB (“ALB Shares”) based on RM0.10 per share (“Consideration Shares”) to the Vendors (“Proposed Acquisition”);

S5

PAT 68,000,000 × 20 PE say

Market Cap 1,360,000,000

Ancom Logistics valued at 0.10

Need to issue 13,600,000,000 shares