IDSS extended, ready to party with gloves again

Even so, some are saying that Silterra may have been severely undervalued. Perhaps, the closest comparison would be the sale of GlobalFoundries’ Fab 3E in Singapore to Taiwan’s Vanguard International Semiconductor (VIS) Corp in 2019 for US$236mil.

Like Silterra, Fab 3E produces 200mm wafers, popularly known as the eight inch. It has a production capacity of 35,000 wafers per month as compared to Silterra’s 46,000 per month and yet the valuations are a stark difference.

At RM336mil, Silterra is only valued at a third of a foundry with lower capacity and capabilities

Dnex warrant issued by company so can convert to mother share, no issue. If its structured warrant then you need to sell before expiry.

If Dnex mother hit RM1, fair price for warrant is RM0.50

Dnex going to be 4bn market cap company, 3bn semicon + 1bn o&g. Can go up to RM2.

https://klse.i3investor.com/m/blog/bursainvestments/2021-01-25-story-h1540153149-Intco_Top_Glove_Supermax_A_Quick_Comparison.jsp

@glovefinish

https://klse.i3investor.com/m/blog/bursainvestments/2021-01-25-story-h1540153149-Intco_Top_Glove_Supermax_A_Quick_Comparison.jsp

@valendinlou

https://klse.i3investor.com/m/blog/bursainvestments/2021-01-25-story-h1540153149-Intco_Top_Glove_Supermax_A_Quick_Comparison.jsp

https://klse.i3investor.com/m/blog/bursainvestments/2021-01-25-story-h1540153149-Intco_Top_Glove_Supermax_A_Quick_Comparison.jsp

Good time to enter, middle east export going to improve.

https://edition.cnn.com/2021/01/19/health/coronavirus-variant-vaccine-protection/index.html


A new study suggests someone might be able to get infected with one of the new variants of the coronavirus even if they've had Covid-19 before or have been vaccinated. The variant was first spotted in South Africa in October [2020] and has now been found in more than a dozen countries.

https://edition.cnn.com/2021/01/19/health/coronavirus-variant-vaccine-protection/index.html


A new study suggests someone might be able to get infected with one of the new variants of the coronavirus even if they've had Covid-19 before or have been vaccinated. The variant was first spotted in South Africa in October [2020] and has now been found in more than a dozen countries.

https://youtu.be/VHCQ3cM02DQ

Nitrile Gloves!

https://youtu.be/VHCQ3cM02DQ

Nitrile Gloves!

Q4 their new floating storage will continue to do well plus profit from petronas contracts. 2 new MR tankers in Q4. Improving cashflow after debt reduction exercise last year. Should at least trade above NTA and if you annualized last yr profit with 10x PE it should trade at 68 sen. But this year excluding provision to mmhe, profit could be 2x more than last year. So it can trade higher than 68 sen.

Q3 huge losses because of provision to pay mmhe. Q4 will be back in black, just look at segmental performance. Will hit 60 soon.

KYY collect around 0.085

AT will be 0.09, discount from the 0.13 PP shares

Not share price @keown83, total outstanding shares

3.2bn current, placement gonna add 0.75bn new shares, simple stuff dude, read my comment, GETS easy to goreng because total share is only 0.126bn, so dont compare la even for rubberex and comfort all below 1bn shares

Comparing GETS to AT?? Just look at total shares
GETS total share 0.126Bn
AT total share going to be 4Bn
32X difference
Now GETS trading at RM3.09
To compare with AT have to divide by 32x
AT going to be RM0.09
Let say similar profit for GETS and AT, AT fair price going to be 32X less than GETS.

2nd placement definitely a mistake, theyre being too greedy already, issuing for friends, we shouldnt pay more than 13 sen.

Zeen33, esos can also expires worthless

Careplus shares only 500mill, AT shares going to be 4billion after placement, cannot compare with careplus share price performance.

They are planning to raise RM99mill ringgit by issuing 750mill new shares. 99/750 = 0.13 simple maths. Why issue pp shares 2nd time??? For friends laa, its going to be below 13 sen real soon, take profit or cut loss. Trade wisely

Going down to PP level, 13 sen

1.4bn new shares from PP...people compare with hlt or ruberex...hlt total shares only 0.6bn, ruberex only 0.8bn....AT total already at 3.2bn now issuing for their friends another 0.7bn shares...

PP 2nd time after completed 1st PP meaning issuing cheap shares for their friends not purely for fund raising. Indicative price 13 sen, why should we pay more than 13 sen??? Take profit or cut loss now

Got potential but everyday got esos, now another placement...issue shares again...

Thats why kyy run first, collect later at 13 or lower

Have to factor in dilution too, your share of profit getting smaller with bigger share base.

If they are confident with glove business they can take loan. But now they goreng first then issue cheap shares for friends.......better wait at 13 or lower.

They issue new placement shares at 13 sen, that’s why kyy took profit and run

Indicative price 13.24 sen....

Issue new shares for placement, indicative price 13.24 sen, gg...limit down soon...Trade wisely

Luster should trade at least around RM1.00 from the profit guarantee.

But looking current ASP and Margin, it can go up to RM3.00, EPS around 15 to 20 sen from the 3billion capacity.

With 1bn capacity by April-May, fair value should be around RM1.00 similar to profit guarantee level.

+20bn additional capacity @ronnanua increases company value. U know how to buy stocks or not?

Bought new land +20bn capacity. Panic buy soon.

This moderna phase 1 vaccine is old news, same shit.

https://www.technologyreview.com/2020/05/18/1001834/moderna-coronavirus-vaccine-phase-i-interim-clinical-trial-results/

Topglove was around RM10 at that time. Dont missed out, market gives you discount, take it before the next rally.

https://www.technologyreview.com/2020/05/18/1001834/moderna-coronavirus-vaccine-phase-i-interim-clinical-trial-results/

When supermax around RM2 also people talk about this phase 1 vaccine. Same news, same shit. Vaccine will take time, approval in Jan 2021.

If market gives you discount, take it before the next rally.

@DannyArcher got OPR cut, Maybank still okay or not??? Help me count my profits for gloves please.

Superman

@DannyArcher still here? Can help count my profit? But I still dont want to buy Maybank, next year we can buy Maybank together.

https://www.bloomberg.com/news/articles/2020-06-30/swine-flu-infecting-humans-raises-fears-of-pandemic-potential

https://www.bloomberg.com/news/articles/2020-06-30/swine-flu-infecting-humans-raises-fears-of-pandemic-potential

Should be valued at least RM1.50, annualized the current qtr, use 10x pe, u get RM1.50.

RM1.50 if you assume no growth from here, impossible to have no growth at all.

Like someone said, anything below RM1.50, buy.

Actually results is good, 1Q19 got disposal gain 1.2 million. If you exclude this, 1Q20 profit higher by 12.5% plus look at operating cashflow, stronger than 1Q19.

Need more positive news on property development.

Warrants just look at premium and expiry. Regardless your BS model, banks will drive down price when it is near expiry, so sell 1 month before warrant expires. Buy low premium and longer expiry warrants.

Supermax will fly, they did 71m, covid just started, 100m per qtr is considered low already but good to be conservative. Profit can be higher. ASP increase 7x, material cost all time low. It will fly, people will rushed back once they look at next qtr number.

@DannyArcher still promoting Maybank ah? LOL, already said many times, is not the bottom yet for banks. Next year 2 more rate cuts. Buy them next year. This year stick to gloves.

I wish I sold my house when I bought it before MCO. I am willing to bet you missed the rally, you want people to drive down the price hit your desired EP and collect. So that you can enter.