In 2017, Kronologi buys Quantum Storage (HK) for RM45m to expand into EDM market
This investment doesn't justify the value.

Rgs
Ooi

Not a bad one exclude FOREX and so, abit disapointed with the investment in association but still acceptable. Keep it up TITAN

China Prospect. Not to forgot FPG CHINA, HK and TAIWAN sales growing.
In term of yield ofcos JFTECH win, but in term of growth definitely FoundPac.

karimboss So you know why JFTECH still can go up even PE high. Kikiki
22/10/2020 10:49 AM

1. Test Socket
Function of Test Socket - to test new chips ( 7nm, 5nm, potentially 3nm in 2024).
-mainly OSAT companies, who are them?

2. Stencil Maker
How potential is DSSB?
What is DSSB performance?
PAT for DSSG
FY 2018 RM 1.9 mil
FY 2019 RM 3.4 mil
FY 2020 RM 4.0 mil (MCO affect Qtr 3 and Qtr 4, else performance even better)
Can you see the potential of DSSB? DSSB make profit every quart since FPG acquire, and it profit grow quarter to quarter.

In recent market, a lot will think market will collapse. But base on my experience, you can't time the market you will never know when the market good or bad. Even market is bad, company with potential will still performing.

FY 2020 revenue achieve RM 50mil marks? these revenue improvement is mainly due to increase in HONG KONG, CHINA and TAIWAN sales. I do not need to mention these company right?

Peer comparison, JFTech is shadow of FoundPac, JFTech PE 118(RM 4.21) and FoundPac PE34 ( RM 1.03). Quarter 1 & 2 is the best performing quarter for FoundPac, and WHY?This is because DSSG post RM 1.4 mil & RM 2.1mil respectively.

Rgs
Ooi

On 07/10/2020- Dumb or Collect?
Analyze it yourself.
I detected big volume(shark collect with big volume on 07/10/2020 >60% buy even the share price drop which could due to market sentiment. WHY this people buying? For "goreng" definitely YES, and WHY they goreng? base on what? The answer is the GOD DAMN result.

Rgs
Ooi

When the time you know Gpacket coming quarter result is 30 over million, you will not choose to sell at current price level. I'm excited to see the quarter result next month.

There will be a surprise.

Relax, company still doing very well.
Just hold and the company performance will reward you in 3 years time.
I own millions share here, mark my word.

Rgs,
Ooi

Iphone 12, self figure out how's new Iphone launch will benefit QES.
Quarter3 and Quarter 4 always better quarter for equipment maker.

*Undervalue technology counter*
It worth at least 40sen

Rgs
Ooi

Last ride, I was told that Sep 20 quarter start turnaround(Pretty profit).
Believe or not you will see by end-Nov.

Rgs
Ooi

Patient and wait.
The result so good what to worry,

Rgs
Ooi

Relax guys, Armada order book still very strong.
Impairment done, worst is over, wait for the good quarter and it will move higher, I'm confirm.
What we need to do now is Hold and wait. 45sen is coming.

Rgs
Ooi

Patient, slow and steady

Gpacket result good no need worry, collect when u still can.

Another result good company Tasco to be focus

Rgs
Ooi

Buying power start, result good back to profit for Sep 2020.
As I said patient is GOLD, just wait for awhile more 80sen is achievable.

Rgs
Ooi

nteresting
Buy some

Collection mode on.
Promising Outlook.
Pandemic not really affect their business, in fact benefit QES.

1.Expansion
Factory Acquisition RM 21 mil (Internal Generate Fund)
https://www.thestar.com.my/business/business-news/2020/09/21/qes-group-buys-factory-for-rm21m-to-double-production-capacity
Equipment, R&D, ETC RM20 mil (Private Placement)


2.Extract from Quarter
"The Group is cautiously optimistic that the second half of 2020 will improve as the business segments that the. Group partakes in will gradually move uptrend in tandem with better sentiment and confidence of the Covid-19 pandemic being mitigated at large by the respective countries we operate in. "

It mean coming 2 quarter Revenue and bottom line will perform better than 1st & 2nd quarter.

3.Technical Analysis-
Draw your own trendline, you will surely buy in QES now-Uptrend

4.Why Share price drop after result release?
27th Aug 2020 Result Release
28/08 - 02/09-Share Price move from 32sen to 37sen

Why happen after 02/09/2020?
Please check Nasdaq chart, that chart tell you all the story.
https://www.investing.com/indices/nq-100-futures

5.For the source, internal figure is approximate RM12mil for FYE 2020. So you can roughly guess the figure for next 2 quarter looks like.

Rgs
Ooi

Market sentiment is turn bad, Healthcare index turn bearish.
Better be careful guys, I have reduce 65% stake in TG at around ave 8.15 and left around 190,000 unit profit rolling with you guys. Once again thank for contribute me all these free share.

Ooi

FPGroup main business involved manufacturing of test sockets.

What is a test socket?
Practically, its a test equipment.
Function of Test Socket - to test new chips ( 7nm, 5nm, potentially 3nm in 2024).

New Iphone, Huawei and etc.

FPGroup defitenitely will benefit from implementation of 5G infrastructure.

Be patient, its slow and steady.
Stock market is about transfer wealth from impatient to the patient.
Company is good, market will unlock the value. Don't need time to time, second to second monitor it. Buy when you still can, FPG will generate more sale for its newly launch product.

something's brewing, before its too late.
Buy, it is running away while you guys are busy doubting

For those who attend AGM should know something and keep to yourself, I saw Harry Zai.

"Our revenue will back to our glory day"

Relook Oil and Gas when vaccine confirm, don't waste your bullet and time here and there.

Interesting
Buy some

Be positive, Nasdaq all time high, Tesla all time high.
I got million of unit, you share?
I more scare than you guys.

Question to unknown:-
What you worry to own a company with profit margin >30%?
JFTECH PE166, even JFTECH also 28% profit margin, this gem still way undervalue.

Ooi

Buy now before too late, due to glove sell down offer again.
Result definitely above expectation, due to supply chain interruption and transport issue FPG can still perform so well. Plus impairment 200k
So Adjusted result will be 4.5 mil and not only 4.3 mil.

Nasdaq close new high, theoretically TECH counter should back to previous PEAK.
Why FPG and other TECH counter still lagging behind is because recent glove panic selloff. Once the glove stable and all tech counter will back on track for sure. If you not going to buy now, later please don't chase high yaa.

something's brewing, before its too late.
Buy, it is running away while you guys are busy doubting

BS analysis- look at inventory? what that tell you? end Apr20 huge some of ready make equipment still park under inventory, the company can't recognize as revenue partly because their technician can't travel during March and April to do the technical work/installation and so forth.

May20 MCO uplift, engineer can travel under certain condition(approval and sop).

Feb-Apr20 performance positive with reducing revenue, can you see the potential of this company?
May-Jul20 will perform even better as more revenue recognize during says quarter.
Aug-Oct Q4 is always the best quarter.

Recent sell down mainly is because of glove sector panic sell drag the whole KLCI and some GDP news. Retail "Kicimiao" will only buy when they see share price go up 15/20% because they like to chase when share price go up, why don't old man like us buy now and wait for the good result announce next month?

I got my some info which I will keep to myself and not simply leak, because it is P&C. So I'm very confident in VIS than any other counter I got like Foundpac(Cost(0.78), Dufu(Costs-53sen), Krono (Costs-33sen), Supermax(Costs-RM17.50), Wellcall(RM78sen).
I add quite a big sum in VIS during last few days, just share my idea not buy call.

Buy on weakness, nowadays glove drag KLCI index and cause the whole KLCI stock plummet . perhaps can add more FA good company.

Enjoy the ride guys

Ooi

Buy buy buy

It is running away while you guys are busy doubting

Patient, slow and steady

Share price movement 05-12/08/2020

VIS 24% drop 56sen
MMSV 15% drop 69.5sen
Elsoft 14% drop 69sen

Potential VIS will catch up to narrow the gap.

Don't say I bojio,
Buy low sell high and patient is the key "WORD"
Don't chase when share price shoot up, so you guys should know what to do now.

Before the ship leaving

https://klse.i3investor.com/blogs/valueinvestor/

Interesting
Buy some

Patient is gold
This counter will shining very soon.

Gpacket partner Tencent for cloud service not just talk only, it materialize and result will book in.
I was told coming quarter result ok.
https://www.thestar.com.my/business/business-news/2020/05/13/green-packet-partners-tencent-cloud-for-e-kyc-offering

My notion cost 72.8sen
VIS 56sen
JCY 36.7sen
Gunung 63sen
Pestech 78sen

Notion now another healthcare related counter, Notion venture not only to produce mask but also the raw mat of mask non woven sheet.

"PP MB we have ready buyers in China and also local enquiries from face mask makers.
Further expansion of this sector will be subject to progress of the supply and demand trend for face mask during this pandemic and overseas demand for both the face mask and PP MB"
estimate RM15 mill for the PPMB product a quarter.

1. Tekseng up 60% from 60sen to 96sen.
Since Notion already lock and run full capacity for is PPMB, and RM15 mil revenue will add into SEP quarter for PPMB.

2.OCNCASH up 40% from 63sen to 93 sen
OCN produce non woven sheet and supply to pampers maker but not masks maker, all retail so crazy to goreng OCN fro no reason.


WHY can't their share price up 30%?
72sen to 92sen before shoot to 100sen

Rgs
Ooi

Buy buy buy

It is running away while you guys are busy doubting

Mask maker in Malasyia

Share price movement(21-24/07/2020)

Notion +3.58% (estimate 20mill a month)-90% Europe and US market, 10% Local.
Iconic +11.46% (estimate 2/3 mill a month)
PRLEXUS +22.05% (Non disposal mask) RM70 for 2.
EG +24.55%
SCGM +25.25% (Singapore market)
Careplus +27.56%

Last week Malaysia announce mask on is mandatory, same goes to countries around the world(EUROPE,US,AUST, and many many more. )
So "quality medical mask" shortage everywhere, of cause alot ppl can source cheap mask from CHINA. I bought 1 box at RM29.90 from supermarket yesterday, and I notice the quality is totally lousy. No advisable for self protection.

NOTION
ROI 30% from Thoo even the mask price drop to 50sen a piece.

HDD business stable

Think think yaaa.


Ooi

We need to be patient for this concession asset.
Yesterday I bought alot 400,000 share
today I add 100,000 share.
At this price needless to worry.
My target price is RM1.50

Jul 17, 2020 10:24 AM | Report Abuse

Relax, I will slowly buy.
Ytd I buy
Today I buy

Those who want dumb can dumb whatever volume you have please.

All be patient yaa.

Interesting
Buy some

Ya major sales is coming from oversea(3ply/4ply/N95), but local(3ply) also got.
Thoo mention during interview way back to June20(4 line)

https://www.theedgemarkets.com/article/ppe-faceoff
In July add another 4 line to push capacity to 20mil pieces of glove /month.

Thoo did mention for 3 ply mask ROI is only 6 month and 4ply/N95 even shorter.

investmalysia @steve ooi, if I remember correctly. The management of this company say they’re not targeting Malaysia market la. They’re more to US, HK market la this and that. Unless the management u turn here and there with no specific direction

Government mulling mandatory use of face masks in public
https://www.malaymail.com/news/malaysia/2020/07/20/following-prolifera

Summary for expansion plan-PPE(CAPEX 10mil)(ROI-6 month), so basically return for PPE segment will generate around 5mil for Jul-Sep quarter.
Face mask:
-Invested in 3 lines-8 million 3 ply surgical face mask per month. (Up June)-Local and export market
-Invested in 1 line-4 million 4 ply medical face mask per month. (Up August)-Export Market, mainly to US.
-Face mask est sales: RM11.2 mil a month
-Face mask local sales through distributorship and online sales whilst exports will be through in-house marketing and our customer channels.

PP melt-blown fabric machinery for output(80% costs of mask)
-Invested 2 machines-20 tons per month(Up June)
-Invested 2 machines-20 tons per month(Up August)
-Notion will develop in-house spinneret mould and reengineer for MB production machinery in 3 months
-PP MB est sales: RM6.3 mil a month
-PP MB we have ready buyers in China and also local enquiries from face mask makers.

-----------------------------------------------------------------------------------------------------------------------
https://www.theedgemarkets.com/article/ppe-faceoff

1.Others face maker only mention double digit profit, dare not confirm the % but Notion do mention their mask business can achieve 30% gross profit as they can control over the price of raw mat.

2.Early July Thoo mention to add 4 more line for mask?WHY add? Thoo mention in an interview they won't simply do something for no reason, he claim that there are alot enquiry about their mask, so I believe the demand for mask from oversea is there and not charter for local market but oversea. So 4 more line added to 8 production line in total with output 20mil pieces a month compare just 10-12 mil amonth.
Forwarded earning from RM5mil for mask and now should be around RM9 mil or even more due to economic of scale.

In conclusion
Face mask shortage is another issue facing oversea, even the barrier f entry very low, but why so many listed company include, SCGM, PECCA, ICONIC, NI SHIN and forth into this PPE segment.
MASK on is the new norm in oversea especially during this critically pandemic period. Do remember Notion Automotive, EMS and HDD client can also be their distributor.

---------------------------------------------------------------------------------------------------------------------------

Business Outlook
-Notion is still have solid demand orders in the HDD and we are developing the aluminium extrusion business. (supported by DUFU and JCY share price)
-EMS-Dyson
-Automotive-brake system-Notion brake system capture >15% of world market share, even T
esla latest concept car model also needs to use the says brake system. (This sector is in recovery stage)

Relax, I will slowly buy.
Ytd I buy
Today I buy

Those who want dumb can dumb whatever volume you have please.

All be patient yaa.

sell to me please
everyday I collect 50k share until it reverse

Ya, I heard 13 mil too from my remiser.

Mflour result drag by its poultry sector.
"Poultry integration segment recorded an operating loss of RM29.2 million in Q1 2020"

21/6-6/7 share movement
CAB-31sen-47.5sen(+53%)
LHI-71sen-93.5sen(+32%)

What this share price movement tell you?
1. live bird price
2. demand

Q120 loss RM16mil include RM25mil oneoff expenses(impairment,written-off, FV loss), adj PAT is about RM9 mil with average live bird price RM3.94.

Assume flour performance remain the same, with quarter average live bird price RM4.38. Quarter 1 already capitalize about RM230 mil FA into the book, the expansion plan still ongoing.

Q220 result confirm way better than quarter 1, do your own research guys.

Current price is low and can consider to collect and keep for 2-3 years.

Rgs
Ooi

Another bear fruits gem engine start very soon.

Rgs,
Ooi

Thank DK66

This company can't pakai one.