After this, international big fund managers will slowly and very slowly start to paint a beautiful picture on good prospect of CQ1'19 equity market.....after they sell high n buy low.

retailers no eyes see.

http://www.klsescreener.com/v2/news/view/442570
Machines take the blame as US stock market sells off
TheStarFri, Oct 12, 2018 - 29 minutes ago

Save ur time to write lengthy report explain the drop. Everything blame to machine....
Is the IC or Chips of the machine made in China?? then blame china again. Uncle Trump daily activity.....

Everything will be OK.
Get ready for Brexit crash in Mar-Apr'19....

STI Index during Feb'18 crash

5-Feb = 3483 (-47)
6-Feb = 3406 (-77)
9-Feb = 3377 (-39)
Now = 3050.

cheap??

When price increase and don't sell, stuck w paper gain.
When price drop and don't sell, stuck w paper lose.

Funny ehh....

Msia KLCI during Feb'18 crash:

5-Feb = 1853 (-17)
6-Feb = 1812 (-40)
9-Feb = 1819 (-20)

Now CI below 1700, is it cheap??

DJ crashed in Feb'18:

2-Feb = 25521 (-666)
5-Feb = 24346 (-1175)
8-Feb = 23860 (-1033)

So is it a big deal??

This is how big international funds make money, crash the main market then make the whole world huha....Oct always good timing to crash coz they cash out for X'Mas holidays and for staff bonuses.

Market will be back in early Dec'18 for them to make it crash again in Mar-Apr'19 during Brexit time....

Njoy

https://view.inews.qq.com/a/LCA2018100901069703?uid=

another indication can be referred.

投资或投机，只要不起贪念， 多数会有好成绩。。。

https://www.thestar.com.my/business/business-news/2018/10/09/cheah-of-value-partners-group-sets-up-office-in-malaysia/

He is among Msia top 40 richest man and he made his fortune by invesnt in China mid-small cap listed companies.

Now he is coming to here for.....

http://finance.sina.com.cn/stock/usstock/c/2018-10-04/doc-ifxeuwws0790342.shtml

Reading pleasure but in mandarin

https://view.inews.qq.com/a/20181004A0CVX200?uid=

reading pleasure

how low is low & how high is high???
For contra kaki.....

buy low sell high. opportunity...

hopefully no fake bull run today coz last wk under over bought condition......

The whole world is starting talking about oil since last quarter coz big funds are seeing opportunity in this industry again. Now you can see lots of research articles surddenly pop-up from nowhere...

Funds start pouring in into this sector and the late comer will lose money....
Act now to win or act later ( 1 qtr later) to lose....

Month end, funds close account.
Fund will be back in 2nd wk Oct or when oil hit 85 whichever is faster ???
This is for contra kaki....

Month end week, funds closing account, minor price adjustment??

http://www.foxnews.com/us/2018/09/09/florence-set-to-become-major-hurricane-moving-towards-southeastern-us.html

http://www.theborneopost.com/2018/08/17/new-fuel-rules-push-shipowners-to-go-green-with-lng/

https://view.inews.qq.com/a/20180908A0F4IK00?uid=100152827134

reading pleasure

watch out oil price next week and px slightly above 83 should not be a problem.

As happen annually, tropical storm is hitting western part of USA and it is main OG location for USA.

https://view.inews.qq.com/a/20180807A0QG2R00?uid=100152827134

juz a presentation in mandarin for reading pleasure.

NJOY

https://view.inews.qq.com/a/20180726A15QXS00?uid=100152827134

In mandarin..

Total invested by Sam:
[a] OCK = 2018 Feb till now = RM3.3mil.
[b] OCK-w= Based on 2017AR =16,765,600 unit (assume @RM0.25/unit)=RM4.19mil
TTL=RM7.49mil

EPF
OCK =2018 Feb till now RM10.26mil
OCK = 2016FY (2.845%=24,802,580 share) till 5% in 2018Feb = increase almost 18.78mil share.
assume RM0.88/share, so RM16.52mil invested.
TTL invested = RM26.78mil.


The KEY POINT is who keep selling to EPF and they are happly collecting the share at such a cheap price. This is call 炒底。

someone is 炒底。。。。

@yuanlong57, TQ for the infor.

Based on your infor, sufficient to simulate CG capacity increase based on their record ( for reference purposes only):

FY2017 AR (Cap WIP) = RM6mil.

In FY2018, total Capex=RM35m
FY2018 AR (Cap WIP) = RM18m
Note: Invest 35m and at the end 18m still WIP (only completed 17m and this 17m should be for the 3 newly completed lines as mentioned in their AR)

FQ1FY2019=invested 14m. So total which will be completed in FY19 = 32m (18+14)

Average cost per line (depend on line cap) = 4.5mil. estimated can add 7 lines in FY2019 = 0.7bil cap.

4.3b (current cap) + 0.7b (new cap) = 5b. With this 5bil, Rev can hit RM500mil per yr.
NP=9%=45mil.
EPS=8sen
If PE=13, then share px=1.04.

Based on 80sen share px, upside is 30% by year end.

Haha, Invest in your own risk.

NJOY.

Western businessmen very particular on their suppliers or customers involve in legal case especially related to patent issue and board tussle. Few of them might switch some of their order to others.

In case of TG, if 5% of their FY2017 revenue (RM170mil) move to other big glove companies and it will coz these other companies will facing 'happy problem' that related to capacity constrain as most of them are running at full cap.

Haha, which company will benefit??<

If the valuation is so good, why Aspion didnt go for IPO instead dispose to 3rd party?

Coz once the company go for public, the status of the big boss will be totally different compare to private limited company.

Why Tan Sri can make this type of mistake??

Aspion 报大数on net profit??

[Currrent]
a)Total 3 factories at 3 different plot total 17acres w 4.3bil cap (not sure fully occupied?).
b) Vacant land=9.75 acres.
c) New buy = 39acres.

[Future]
so b+c easily can hv additional cap of 13.0bil.

Sweat dream by 5 yrs later:
QR rev can hit RM500mil w 10% NP at RM50mil.

NJOY

@yuanlong57, TQ so much.

For those who will attend the AGM in Taipeng, appreacite if can help to ask the following questions:

[a] FDA
[b] What is their current capacity 4.3bil??
[c] What will be their additional new capacity in FY19?
[d] Also their capacity roadmap for the next 5 yrs.
[e] % revenue of their export to China.

They never share much capacity information to avoid been closely monitor by their competitors.
(this is smart move). Top Glove capacity is 50bil and its 10% of cap already can make CG koyak.

Note:
Capacity and China market will be key growth for any glove company.

TQ.

haha. pls sell so that the boss can buy. they already paid for RM1.08 on Esos and dont might to get more share at cheaper cost.

Myeg-Eforce-Cuscapi group vanished.
who will be nx star??

[A] 3 new lines w annual op 360mil glove.
1 line=120mil. up 20% from their 100mil per line op last yr. Sure boh??


[B] Mkt share:
USA drop.
Asia drop
Msia increase (who is buying)??


[C] new institutional shareholders
- why they buy? FDA issue not settle yet leh....

boss start buying. seems OK liao??

https://view.inews.qq.com/a/20180510A0R76800?uid

seem like GLCs fund strong support on CI...

good sigh

https://view.inews.qq.com/a/20180428A1MA1T00?uid=

reading pleasure

For those quality issue at destination countries, the solving time is normally less than a month coz 1st few lots of samples can be shipped by AIR to so call authority department and followed by normal SEA shipment to reconfirm the sampling result from mass production output.

AIR shipment lead time included custom clearance and travelling time (all in) should be less than 4 working days.

I dont think they will make any announcement after problem solved coz in mfg ind, lossing customers are not require to make any announcement.

So they will surprise the market when new QR report out in May and ......

on the way to tunnel.....

http://www.theedgemarkets.com/article/caely-talks-chinese-firms-expansion-china


https://view.inews.qq.com/a/20180408A1OEB600?uid=

12345678910AJQK

https://view.inews.qq.com/a/20180414A01QL600?uid

there is a tunnel at the end of the light....

https://view.inews.qq.com/a/20180410A07VE300?uid=

no news is good news....

T+3. T+5. T+7 .........

老板， 你刷到便宜货。 记的照顾小弟一下， 几时给红股？？

恭喜老板， 财神爷好照顾你呀！