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2020-12-23 21:28 | Report Abuse
It is condoned manipulation.
Sc adopting selective prosecution.
Ex gangster head can be chairman of public listed company. No issue. But not welcomed in the States.
2020-12-22 16:14 | Report Abuse
Even darlings can lead to divorce
May next year bring greener pastures
2020-12-21 09:40 | Report Abuse
Mrcb. Epf’s baby.
2020-12-11 15:42 | Report Abuse
Dear Mr Thoo. In regards to your other commitments, Bird nest and what not, please do not forget your fiduciary duties as Notion chairman to your public shareholders.
2020-12-11 14:48 | Report Abuse
TopGlove unable to rise due to market makers pressing the price down.
2020-12-11 12:14 | Report Abuse
Management everyday ESOS option
What have they done to deserve it?
Can be transparent and clarify Mr Thoo?
2020-12-10 12:50 | Report Abuse
Those complaining about Topglove weak share price are speculators / traders. Be an investor not speculator.
2020-12-09 14:00 | Report Abuse
2.4b no joke!
Malaysia’s top performing company
2020-12-04 10:17 | Report Abuse
Lionind has a huge cash pile than most
Sufficient to weather the covid storm
2020-11-13 10:21 | Report Abuse
Just like the gloves mania.
Only a matter of time before everyone starts jumping on the vaccine bandwagon.
2020-10-09 10:53 | Report Abuse
Optimism for Dsai to be PM still there.
He was from the original coalition that won GE 14 before present Government took over.
2020-10-09 10:36 | Report Abuse
Anwar is given a chance to face the Agung On Tuesday
If he has the proven numbers he has the right to ascend as PM or call a vote of no confidence in Parliament.
In which case Muhyiddin will most likely dissolve Parliament.
2020-10-08 16:18 | Report Abuse
Prlexus has the product knowledge and supply chain
To back its product as well as good ties with the Us.
It is not just a story but a story backed w earnings.
Kyy only promote stocks with his own personal agenda.
Sorry to say.
2020-10-06 15:51 | Report Abuse
This Covid situation is getting out of hand.
A medical professional told me that for every case reported, there are at least 5x more unreported cases as not everyone has undergone swab testing.
2020-10-01 09:21 | Report Abuse
Not just France, Iran, Israel, Spain.
An NFL game in US was postponed as nine players were affected, meanwhile Czech announced 30 days state of emergency as the virus spreads.
2020-09-17 16:11 | Report Abuse
Mr market has a very endearing characteristic.
On days he feels euphoric, he will offer a high price for his business.
And on days he feels panicky, he will offer a low price.
You are not obliged to take up mr markets offer,
But you would be wise to consider it.
2020-09-17 15:20 | Report Abuse
Jcy has upcoming production of 16 and 18 terrabyte hdd.
Covid has driven demand and needs for more digital storage.
2020-09-09 09:25 | Report Abuse
Technology adoption does not go away,
It is merely a question of when and not if,
Just like Ewallet adoption as an example.
Every society innovates and progress,
And any company that chooses not to innovate no matter the industry will get left behind.
2020-09-08 15:41 | Report Abuse
The full effect of Covid is being felt now
As ppl realize loans have to be paid back
2020-08-11 23:55 | Report Abuse
A well known Malay businessman according to my sources.
2020-07-08 15:59 | Report Abuse
Never underestimate Tony’s resilience
He is the last person on earth to give up without a fight
2020-07-07 16:30 | Report Abuse
Scomnet’s business was unaffected during MCO as it was categorized under essential services. The fact that they announce a special dividend shows that they value their shareholders.
2020-06-30 21:22 | Report Abuse
Private placement is
perfectly normal. In this case it is used for expansion purposes to increase production capacity from 4.1b to 6.5b pieces per year via 11 production lines & a packing machine.
Look at insider moves, are they accumulating or disposing?
2020-06-17 10:24 | Report Abuse
@Level1Investor
Sounds good in theory.
But having to rely on a court case outcome,
To decide the company’s future.
No different than rolling a dice.
Im not saying you’re wrong, just don’t get your hopes way up. Anything can happen.
2020-05-29 15:55 | Report Abuse
@Squirtle
Remisiers are not completely wrong.
Major shareholder will consider taking private if they feel the market is undervaluing their company.
When times are better,
Their company will be worth much more.
That is the simple rationale behind it.
2020-05-18 16:52 | Report Abuse
Slump in demand for Fossil fuel is temporary.
Think long-term.
2020-04-24 10:19 | Report Abuse
Pos Malaysia is in a healthy industry
With stable free cash flows and steady dividends
Based on DCF calculation, applying a 13% cost of equity discount rate
Intrinsic value should be about 1.80.
2020-04-17 16:04 | Report Abuse
Dear Mr Thoo,
Thank you for your sharing on the company's future direction.
As investors big or small, we rely on information to make decisions.
Very appreciative also for your efforts to venture into PPE and wish you nothing but success.
2020-04-13 16:30 | Report Abuse
Please note Supercomnet's factory operations are running as normal.
STB production activities remain undisrupted despite the Covid-19 pandemic, and affirmed its ability to meet the sudden increase in product orders.
STB has received the approval from the Ministry of International Trade and Industry (MITI) to allow the group's subsidiaries, Supercomal Medical Products Sdn Bhd (SMP) and Supercomal Technologies Sdn Bhd (SCTB) to operate during the Movement Control Order (MCO) from March 18 to April 14.
The plants are operating at maximum level for critical devices used for Covid-19 treatment. We are confident of fulfilling our existing customer orders for the year. I would also like to thank the government's support and our hardworking staff for all their efforts during this time," said the company spokesperson.
For its financial year (FY) ended Dec 31, 2019, STB recorded a 54.61 per cent jump in net profit to RM18.82 million on the back of a 39.28 per cent increase in revenue to RM122.97 million.
The Group currently has a dividend yield of 3 per cent based on the 1.5 sen it distributed last year.
2020-03-05 09:55 | Report Abuse
From what I have heard from a few analysts
They seem to opine positively
2020-03-05 09:49 | Report Abuse
High demand for its products
Will glove manufacturers outperform in the coming reporting period?
2020-02-20 10:10 | Report Abuse
Myeg's endeavours should be appreciated, not condemned
2020-02-13 09:58 | Report Abuse
Somewhat agree with Westeros,
As shareholders we should not be punishing the company just for paying out dividends
In fact we should be encouraging such behaviour so that more companies participate in formulating generous dividend payout policies.
2020-02-04 09:36 | Report Abuse
The Group IPP investment in India of which its hold 26% via Associate Company RKM had been adjusted to NIL despite achieving Commercial Operation Date (COD). With NIL value for the investment they will not be any impact to financial result from the IPP project.
The positive news was that the group had enter into Pilot Agreement with PTC India Ltd for supply of 550 MW power for its unit II
"With the result announcement season to to kick in for Quarter 4, 2019 and turnaround of the Group result in Last Quarter 3, 2019 of RM 1.7 mil from losses of RM (48.7) mil in Quarter 3, 2018 or losses in Quarter 2, 2019 of RM(30.8) mil. This is a significant turnaround for the Group.
Furthermore, the Group book order stood at RM1.4 bil with recent awarded contract from Turnpike Synergy Sdn Bhd. Rm31.9 mil has sent a good foundation forward for the Group"
Thank you for this analysis @Winefficietly
2020-01-30 16:29 | Report Abuse
Sealink management seems optimistic on its prospects:
With the Government lending stronger support to the maritime industry with the recent launch of the Malaysia Shipping Master plan, the country is set to become a self-sufficient and internationally competitive nation that can benefit us along the maritime industry supply chain. The local oil and gas sector will get more push from the government this year amid rising exploration and production.
2020-01-10 15:33 | Report Abuse
Revenue increased 101% compared to previous quarter.
Management optimistic about prospects.
Trading at 0.34x Book Value.
Smooth sailing or rough seas ahead?
2019-12-18 15:13 | Report Abuse
Notion is currently undervalued imo.
Its intrinsic value should be closer to 1.30.
2019-12-09 12:30 | Report Abuse
Many cornerstone investors and funds were caught in this counter
Potential for window dressing for year-end
2019-12-05 15:44 | Report Abuse
After years of following numerous gurus
My advice is be patient
No business can be turned around overnight
Sit tight and enjoy the ride
2019-12-05 15:04 | Report Abuse
New owners can unlock its value closer to its 1.38 BV
2019-12-04 10:25 | Report Abuse
Its about the time the major shareholders unlock its value
since they already control majority of the undervalued assets
2019-11-20 16:45 | Report Abuse
Trust me when I say that there are so many who do not understanding basic accounting concepts such as amortization, capitalization. Notwithstanding the RM14m interest expense recognized this quarter it would have been a decent quarter.
2019-11-13 10:05 | Report Abuse
Great article as always.
Keep up the great work Kc.
2019-08-29 09:41 | Report Abuse
The reason Mokhzani pulled out of Opcom is not because it lacks potential
But because he knows that any projects won on merit will be discredited by political opposition
2019-07-17 10:27 | Report Abuse
A lot of it's Warrant B going to waste soon if nothing is done about it's share price
2019-06-26 10:38 | Report Abuse
Plenty of stories of fund managers receiving kickbacks from owners for paying a premium for PP
Which is not surprising at all.
Enforcement on this issue in this country is lackadaisical to say the least.
2019-06-20 11:56 | Report Abuse
Bandar Malaysia is a crucial piece of jigsaw for China's Belt n Road initiative and for Malaysia's vision for improved connectivity. It was never in doubt that this mega-project would be revived.
2019-05-28 10:13 | Report Abuse
Obviously the two resigned directors know that what the company is doing is against the best interest of its major shareholder.
BoDs have a implicit fiduciary duty to shareholders and not for their own personal agenda.
2019-05-14 10:56 | Report Abuse
Keep up the good work Kcchongnz.
I am also a big advocate on the concept of margin of safety.
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-12-24 09:46 | Report Abuse
Blue chip company w good management and amazing profit. How much lower do IBs want to short.