Value_Investor_888

Value_Investor_888 | Joined since 2020-05-23

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Stock

2020-09-07 22:37 | Report Abuse

for sure it will fly to RM5 as like rubberex!!

Stock

2020-09-03 07:53 | Report Abuse

Sure the bad karma will hit this kind of low moral people, soon or later, is just matter of time I think.

Stock

2020-09-03 07:50 | Report Abuse

ANOTHER VERY LOW MORAL INVESTOR AFTER SOLD HIS POSITION THEN START TO TALK BAD. . "Supermax is a lame duck"...I feel disgusting on this kind of people with very low moral and ethics. You have your own rice bowl...people has thier own rice bowl as well...why need to talk bad the stocks after you sold? WHY?

Stock

2020-08-25 07:55 | Report Abuse

As Q3 quarter will be another record earning based on bursa monthly trading data, thus Q3 EPS will be greater than Q2, forecast of 25% increase of net profit, EPS will be ~3.7 sen. Annualize EPS will be 13 sen. With PE of 10, Kenanag worth RM1.30 at least. This is one of the super cycle for stockbroker houses from the past 10 years history as participation of retailers in stock market continue to raise!

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2020-08-24 23:32 | Report Abuse

Same as Kenanga, Eforce today announced excellent Q2 net earning @ RM2.6 Mil (EPS = 0.45 sen). This is almost one of it record earning in the past 10 years history! The main reason of such excellent results is due to higher billing in Application Service Provider (ASP) segment resulted from record high bursa trading volume.

Will Eforce able to sustain or break another record high earning in next Q3 (Jul – Sep)?

Look at below monthly trading volume & value in our Bursa stock market, we will have a very good clues on this!

Jan 2020: 64.6 B => RM44.2 B
Feb 2020: 66.2 B => RM52.8 B
Mar 2020: 89.7 B => RM65.5 B
Apr 2020: 115.9 B => RM58.6 B
May 2020: 120.7 B => RM70.3 B
Jun 2020: 160.5 B => RM98.1 B
Jul 2020: 214.9 B => RM121.8 B
Aug 2020 (MTD): 216.7 B => RM102.9 B

Next Q3 will be another RECORD breaking earning quarter for Eforce!

Stock

2020-08-24 23:21 | Report Abuse

股票行生意狂赚 肯纳格投行Q2净利飊增265%

Today (24 Aug 2020), Kenanga announced Q2 earning with net profit RM20.5 mil (EPS 2.93 sen) soared 265% YoY & 395% QoQ. This is RECORD earning in it past 10 years history! The main reason of this record earning is due to higher net income contributed by higher brokerage and trading income.

After this Q2 (Apr – Jun) excellent results, will Kenanga able to sustain or break another record high earning in next Q3 (Jul – Sep)?

Look at below monthly trading volume & value in our Bursa stock market, we will have a very good clues on this!

Jan 2020: 64.6 B => RM44.2 B
Feb 2020: 66.2 B => RM52.8 B
Mar 2020: 89.7 B => RM65.5 B
Apr 2020: 115.9 B => RM58.6 B
May 2020: 120.7 B => RM70.3 B
Jun 2020: 160.5 B => RM98.1 B
Jul 2020: 214.9 B => RM121.8 B
Aug 2020 (MTD): 216.7 B => RM102.9 B

So, we can conclude Next Q3 will be another RECORD BREAKING EARNING quarter for Kenanga!

Stock

2020-08-24 08:40 | Report Abuse

One of the tech superstar which is still growing it business!

冷眼说:
没成长,不要买。
有成长,不要卖。
成长短,短持有。
成长长,长持有!

Stock

2020-08-23 22:59 | Report Abuse

One of the tech superstar which is still growing it business!

冷眼说:
没成长,不要买。
有成长,不要卖。
成长短,短持有。
成长长,长持有!

Stock

2020-08-23 22:15 | Report Abuse

ESCERAM: Manufacturer Of Hand Formers For The Rubber Glove Industry Which Will Certainly Benefit From Rubber Glove Manufactures Expansion!

1) Proposed Bonus Issue 1:1 & Free Warrant 1:1 @ 19 Aug 2020
2) Declared interim dividend 1 sen @ 21 Aug 2020 (Ex-date 9 Sep 2020)

After Supermax and Topglove announced bonus issue to reward shareholders. On 19/8/2020, this is a big day for another glove related sectors: ESCERAM to announce proposed bonus issue with free warrant on the basis of 1 Bonus Share together with 1 free Warrant for every 1 existing ES Ceramics Share held on an entitlement date to be determined and announced later. This is really a big surprise to see ESCERAM so aggressively to reward it shareholders!

Prospects of the Group

“As the COVID-19 pandemic is unprecedented, the global demand for rubber gloves which extend beyond healthcare is expected to surge in the foreseeable future in response to the COVID-19 pandemic. In view of the rapid increasing demand, rubber glove manufacturers are ramping up production as well as setting up new production lines as an attempt to fulfill the increasing demand. In such instances, the Group is well-positioned to capitalise on the plant expansion as the Group are able to supply its ceramic hand formers to the rubber glove manufactures.

As a manufacturer of hand formers for the rubber glove industry, the Group is poised to benefit from such rapid expansion of production lines and increased production of rubber gloves through the sales of ceramic hand formers. In view that the demand for ceramic hand formers remains favourable in the foreseeable future, the Group expects its future revenue and profitability to further improve in tandem with the increasing demand for rubber gloves.”

=> The management of ESCERAM is giving very good hints that company will earn big with this super cycles for glove industry due to Covid-19 pandemic. All the existing glove manufactures from Topglove, Harta, Supermax, Kossan, Rubberex, Comfort, UGHealth, Riverstone, SriTang Glove in Thai etc… (also a lot of new companies announced to involve in glove manufacturing as well) are aggressively involving in production lines expansion or setup new production lines to cater the overwhelming demands of gloves. Thus, ESCERAM as the main supply of hand formers to all these glove manufactures will be the last one who will be benefit very much from this super-cycle in glove industry!

=> Proposed of Bonus Issue and free Warrant together with increase of interim dividend from 0.6 sen to 1 sen is another good hint from Management that the future of the company is as bright as sunrise in the morning!

Stock

2020-08-23 18:27 | Report Abuse

TURNAROUND Q2 Results For KENANGA

Kenanga on 29/May/2020 announced Q1 results which fell in red due to market crashed during the period of March 2020. The unfavourable result in 1Q20 was mainly due to provision of credit loss expenses as a result of significant decline in the prices of share collaterals for margin clients.

Next week, Kenanga will announce it Q2 results, we are very optimistic about this Q2 earning will come back to record high due to below few factors:

1. Increasing of trading value & volume in Bursa due to overwhelming participaction of retailers in Stock markets during MCO period (Apr – June) and these trading value/volume continue to surge higher from July to Aug. Kenanga for sure will enjoy higher brokerage income in this coming Q2 based on figure below.

Below is the monthly trading volume & value in our Bursa stock market:

Jan 2020: 64.6 B => RM44.2 B
Feb 2020: 66.2 B => RM52.8 B
Mar 2020: 89.7 B => RM65.5 B
Apr 2020: 115.9 B => RM58.6 B
May 2020: 120.7 B => RM70.3 B
Jun 2020: 160.5 B => RM98.1 B
Jul 2020: 214.9 B => RM121.8 B
Aug 2020 (MTD): 208.9 B => RM97.8 B

=> Here are few latest news as reference:

Exclusive: Bumper earnings for stockbrokers

https://www.thestar.com.my/business/business-news/2020/08/22/bumper-earnings-for-stockbrokers

10万散户排队开户头 需苦候3个月 中青代占65%

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/10%E4%B8%87%E6%95%A3%E6%88%B7%E6%8E%92%E9%98%9F%E5%BC%80%E6%88%B7%E5%A4%B4-%E9%9C%80%E8%8B%A6%E5%80%993%E4%B8%AA%E6%9C%88-%E4%B8%AD%E9%9D%92%E4%BB%A3%E5%8D%A065

2. In Q1 quarterly report, management guided that “As at end April 2020, we have reversed some of the credit provisions made in first quarter and are ON TRACK FOR A TURNAROUND in the following quarters.”

Stock

2020-08-22 11:07 | Report Abuse

Thanks EasyInvest123, The news further comfirmed Kenenaga will be one of the solid winner of higher trading volume/value in stock market from participation of retailers! The coming quarter results will break record high I think...Share price moving up prior results release is good hint on this!

Stock

2020-08-21 09:54 | Report Abuse

As US dollar index is continue facing pressure and dip to 92.69 now, this will bold well for all the commodities price; CPO price will be one of them. During MCO period, almost all sectors were badly affected, plantation sector is one of the exceptional beside glove & healtcare sectors! look at plantation companies that posted increase earning recently (CEPAT, KMLOONG,TSH, BKWAN, SWKPLNT etc) then we know plantation sector are under recovery due to restocking activities and recovery growth from China & India.

Stock

2020-08-21 08:42 | Report Abuse

I believe it is highly chances for ESCERAM to revisit it previous high above RM2.00!

Stock

2020-08-21 08:04 | Report Abuse

TekSeng posted RM6.536 million net profit on it Q2 FY2020. This set of good earning is excellent despite reported slightly drop for it revenue. If you followed the news on TekSeng, you will know why this happened. Just read the news from The Edge dated 29 June 2020 as link below:

Face mask & PPE demand lifts TekSeng fortunes.

https://www.theedgemarkets.com/article/face-mask-and-ppe-demand-lifts-tek-sengs-fortunes

“For the PP non-woven segment, the revenue contribution was 25% last year. In the first quarter of this year (ended March 31), it made up about 30%. For 2Q, we’re looking at 70%,” Tek Seng executive director Loh Eng Chun tells The Edge in an interview”

“Due to resilient demand, average selling prices (ASPs) of PP non-woven fabric have also gone up substantially.“It should be looking quite strong for now. PP non-woven prices shot up close to 300% in April and May and we are looking at 200% from June to August. Overall, we are seeing a price surge of over 200%,” Eng Chun says, adding that net profit margin has doubled to 15% from the 6% to 8% seen before the Covid-19 pandemic.”

“With that, Tek Seng, which has been running at full capacity of 300 tonnes per month, will double its production capacity when new machinery comes on stream in 3Q. The company has set aside RM20 million in capital expenditure to increase production capacity.”

Q1 FY2020 EPS: 1.29 sen (net profit margin 8.9%)
Q2 FY2020 EPS: 1.82 sen (Net profit margin 15.8%)
Q3 FY2020 EPS: Forecast 20% increase of net profit => 2.3 sen
Q4 FY2020 EPS: Forefact 100% increase of net profit after double it production capacity: 4.6 sen

Thus, full year EPS forecast to be 10 sen

With PE of 15, TekSeng worth: RM1.50
With PE of 20, TekSeng worth: RM2.00
With PE of 25, TekSeng worth: RM2.50

The resilient demands of face masks, increase of average selling price for non-woven fabric and capital expenditure to increase production capacity in Q3 for sure will further boost up its net profit for the next few quarters.

Face mask has become one of the necessities in our daily life to combat with covid-19 virus. Not only in Malaysia (Compulsory to wear face mask @ public area started 1 Aug 2020), people in the world are practising of face mask wearing to reduce the risk of covid-19 infection (including US president Trump who refused to wear face mask in public previously has turned his mind to ask his people to wear face mask) . Thus, we can see demands for non-woven fabric will be very high and sustainable from all the companies that involved in face mask manufacturing like Topglove, Supermax, Notion, Adventa….etc..etc!

Stock

2020-08-10 00:00 | Report Abuse

Below is the monthly trading volume & value in our Bursa stock market:

Jan 2020: 64.6 B => RM44.2 B
Feb 2020: 66.2 B => RM52.8 B
Mar 2020: 89.7 B => RM65.5 B
Aor 2020: 115.9 B => RM58.6 B
May 2020: 120.7 B => RM70.3 B
Jun 2020: 160.5 B => RM98.1 B
Jul 2020: 214.9 B => RM121.8 B
Aug 2020 (MTD): ~88 B => RM~45 B

Bursa earning per share EPS:
Q1 (Jan to Mar): 8 sen,
Q2 (Apr to Jun): 10.70 sen,

Look at July & August first week trading data, we can foresee that Bursa Q3 will post another set of record earning! Thus, it share price very high potential will move up further as earning prospect look promising as more retailers now participating in stock market due to very low interest rate in current market situation.

Beside Bursa, all the companies that involved in stock trading business like KENANGA, EFORCE, N2N will benefit from this. This could be the next market theme play as all these companies will report record earning as the trading volume & value surge higher and higher due to more and more retailers willing to participate in stock market.

Stock

2020-08-09 23:58 | Report Abuse

Below is the monthly trading volume & value in our Bursa stock market:

Jan 2020: 64.6 B => RM44.2 B
Feb 2020: 66.2 B => RM52.8 B
Mar 2020: 89.7 B => RM65.5 B
Aor 2020: 115.9 B => RM58.6 B
May 2020: 120.7 B => RM70.3 B
Jun 2020: 160.5 B => RM98.1 B
Jul 2020: 214.9 B => RM121.8 B
Aug 2020 (MTD): ~88 B => RM~45 B

Bursa earning per share EPS:
Q1 (Jan to Mar): 8 sen,
Q2 (Apr to Jun): 10.70 sen,

Look at July & August first week trading data, we can foresee that Bursa Q3 will post another set of record earning! Thus, it share price very high potential will move up further as earning prospect look promising as more retailers now participating in stock market due to very low interest rate in current market situation.

Beside Bursa, all the companies that involved in stock trading business like KENANGA, EFORCE, N2N will benefit from this. This could be the next market theme play as all these companies will report record earning as the trading volume & value surge higher and higher due to more and more retailers willing to participate in stock market.

Stock

2020-08-09 17:07 | Report Abuse

DATUK LO FUI MING increased it holding on Bahvest could be a good indicator.

Stock

2020-08-09 17:02 | Report Abuse

Bahvest has it own gold and silver mine to korek for sell and 100% sure will benefit from global gold & silver price surge. 金银财宝聚集一身的Bahvest,真的是挖到金银财宝了!

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2020-08-05 14:21 | Report Abuse

Trading volume in Bursa increasing since MCO in March as participation of retailers increasing. Come in month of August, the first two days volume traded was at RECORD HIGH! Company that benefit directly on this for sure will be BURSA & Kenanga. Eforce will be another winner on this as it trading platform used by most of the investment banks. Anticipated that the coming quarter results (Apr-Jun) will be good and the next quarters (July - Sept) results will be better due to overwhelming partcipation of retailers in Bursa.
Also, you need to know who is the boss of e-force!

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2020-08-05 10:34 | Report Abuse

with PE merely 4.83...It seem a good entry at this price....Those goreng stocks without earning and lossing big money, people fry to sky high...This undervalue one should fly above RM1 anytime!

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2020-08-03 14:45 | Report Abuse

If your actions is a bit slow,,you will not able to get some cheap tickets....it's sooo hot sale now...as the prospect of the company is too good and valuation is still low...

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2020-08-03 13:53 | Report Abuse

Look at the trend of ocncash...break RM1 for TeKSeng is just a matter of time! Hold tight and patient is the key to win big.

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2020-08-03 13:37 | Report Abuse

The prospect of Non-woven fabric is too good as the ASP is increasing due to high demands...beside glove is gold, now non-woven fabric material is gold as well!

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2020-08-03 11:16 | Report Abuse

Look Penta will replace the gap left by Vitrox, Vitrox previuosly was at price below RM10, now at RM12. Thus, after Penta ex-bonus, it will move up again in order to fill up the ex-bonus gap!

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2020-08-03 10:35 | Report Abuse

Dufu after ex-bonus, today surge again. Penta tomorrow ex-bonus, it will follow similar trends as like dufu. In my opinion, this is one of the long term play tech stock that we must have in our portfolio based on it solid fundamental and future prospect growth!

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2020-08-03 00:21 | Report Abuse

Because of difficulty experienced in complying with the licensing and regulatory requirements. KPJ disposed PT Khidmat Perawatan Jasa Medika (KPJM) at price of RM28 mil, this is higher by RM12.16 mil if compare to it buy price during year 2012 at RM15.84 mil. Thus, in my opinion, nothing is bad for KPJ in this trade.

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2020-08-02 13:57 | Report Abuse

Look at what Tekseng's Boss said for non-woven fabric ASP:

“Due to resilient demand, average selling prices (ASPs) of PP non-woven fabric have also gone up substantially.“It should be looking quite strong for now. PP non-woven prices shot up close to 300% in April and May and we are looking at 200% from June to August. Overall, we are seeing a price surge of over 200%,” Eng Chun says, adding that net profit margin has doubled to 15% from the 6% to 8% seen before the Covid-19 pandemic.”

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2020-08-02 12:45 | Report Abuse

Talk with the facts and figures for Pharma, the last quarter earning was superb at 8.57 sen as higher demands of it medicines/medical products from Malaysia & Indonesia BOOST up it earning. It for sure is one of the beneficiary of Covid-19 beside glove sector. When Vaccine of Covid-19 to be ready, may be just few months time before Trump election in Nov, this will be added advantages for it future earning!

With Q1 2020 of Earning @ 8.57 sen, annualized simply to be 34 sen.
With PE of 20, it worth RM6.80.
With PE of 30, it worth RM10.20!

So, share price of this counter is just recovering from it losses from previous sell off due to Q4 2019 bad quarter result. The reason of Q4 2019 bad results was due to full recognition on the remaining unamortised Pharmacy Information System (PhIS) costs. This represents a one-off non-cash item and will be better for the Group’s profitability moving forward as it will no longer need to bear this cost in the future!

Thus, Pharma currently just starts to go back to it previous glory. With it current supply of medicines and medical related products (including face mask..etc) to all the government clinics and hospitals in Malaysia and Indonesia (of course some private hospitals as well), this is enough to boost up it earning. The latest excellent earning results @ Q1 2020 has proven this!

Certainly, Covid-19 vaccine out will be added advantages for it future earning as it will be one of the government trusted pharmaceutical manufacturing facilities to handle the vaccine when available.

Link for latest News from Malay Mail: Pharmaniaga to grow manufacturing business, expand to Indonesia

https://www.malaymail.com/news/money/2020/07/21/pharmaniaga-to-grow-manufacturing-business-expand-to-indonesia/1886663

A very good reference for you all regarding history of H1N1 in 2009. Vaccine of H1N1 is available surprisingly in just around 8 months of time from US. Read the history as per below link which is from US CDC (Center of Disease Control):

https://www.cdc.gov/flu/pandemic-resources/2009-pandemic-timeline.html
Added covid-19 vaccine news tracker link as our daily reference/guideline on the latest vaccine progress:

https://www.nytimes.com/interactive/2020/science/coronavirus-vaccine-tracker.html

APPROVAL:
Regulators in each country review the trial results and decide whether to approve the vaccine or not. During a pandemic, a vaccine may receive emergency use authorization before getting formal approval.

Stock

2020-07-31 23:01 | Report Abuse

Thanks Hero76 who able to find the truth from Ocencash website: https://www.oceancash.com.my/oceancash-nonwoven/
Oceancash produces Non-woven Fabric, it applications include the top-sheet, back-sheets and ADL for diapers and sanitary napkins, wet wipes, surgical apparels including caps, and MASKS. Thus, those face mask manufacturers will order non-woven fabric from oceancash and can be foreseen that the demands will be very good due to the whole world start to reopen and people need to wear face masks in order to protect themself from covid-19 virus. TekSeng posted 2nd Quarter good earning is solid evident on this.

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2020-07-30 15:27 | Report Abuse

All stocks kena rotan now, not only TekSeng....ppl trade in the market full with emotion now as tomorrow our casino is OFF....

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2020-07-30 15:13 | Report Abuse

A good student kena rotan look wierd...this markert is trading crazyly with emotion!

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2020-07-30 15:06 | Report Abuse

Tekseng posted better earning results....We can foresee that it earning in coming quarters could be better due to demands on non-woven material for face masks will be increasing. But market now is punishing Tekseng...Look funny...but this is real...you know what to do now...

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2020-07-29 16:01 | Report Abuse

This market people trade like crazy, sentiment turn bad..people throw like no tomorrow. Sentiment become good, buy like no tomorrow. I am confident with this company's future for it non-woven prospect..thus I didn't trade but invest in it. Same as Tekseng.

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2020-07-29 10:59 | Report Abuse

How many face masks you used per day? After business, school reopen, the usage of face masks is shoot up very high...If one family got 4 persons, two adults at work & two kids at school, at least have to use 8 face masks per day....Glove is gold, mask is gold as well now...

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2020-07-27 22:57 | Report Abuse

Either OCNCASH or TEKSENG, both will benefit from high demands on face masks as both have non-woven fabric for face mask. Invest into both ot them in order you can earn back the money that use to buy face masks.

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2020-07-24 16:33 | Report Abuse

Chase high to buy stock is not a wise move...Now if you dare to buy when it drop is a wise move as u know the value of this company.

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2020-07-24 11:11 | Report Abuse

In stock market, opportunity exist everywhere. If you have earned a lot from glove sector, then is good and congratulation. The wierd thing is if you do not have pharma shares, why you come to talk bad on the company without fact & data? just becos the share price surged last few days and you not own it? Glove & pharma sectors both are winners in this covid-19 environment.

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2020-07-24 08:33 | Report Abuse

Face masks makers for sure will seek for non-woven material from OCNCASH & TEKSENG as demands of face masks will be increase dramatically during this period of time as the ppl is wearing face mask everyday in order to protect themself from covid-19. Thus, this business is as bright as glove sector where it valuation still not so high in anticipating the future earning of the company.

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2020-07-23 16:24 | Report Abuse

If you are traders just buy hit and run...If you are investing and look good to company future earning..just keep and hold and let the profit growth..there is no wrong or right...as long as you earn money....But after sold don;t try to bad mouth here...this is no good for your karma.

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2020-07-23 16:16 | Report Abuse

From 1 Aug, it's mandatory to wear face mask in public transport, crowded areas.. Thus you can understand the demands for non woven materil for face mask will be shoot up to rocket for both OCNCASH and TEKSENG!

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2020-07-23 16:00 | Report Abuse

I am here to copy a link for your to monitor the vaccine progress: https://www.nytimes.com/interactive/2020/science/coronavirus-vaccine-tracker.html
In fact, there is one vaccine approved at China for limited use!

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2020-07-23 15:30 | Report Abuse

As I said you can swim in the ocean of cash with Oceancash!

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2020-07-23 11:36 | Report Abuse

Biohlg the biggest shareholder is who?? Perbadanan Nasional berhad...PNB is under who??

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2020-07-22 22:36 | Report Abuse

Tekseng & ocncash boths will benefit from face mask. Especially Tekseng already see very solid earning results from it latest quarter!

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2020-07-22 15:13 | Report Abuse

the whole world ppl wear face mask....then the business for ocncash the non woven will be in very good demands....Invest in OCNCASH sure later we will swim in the ocean of CASH...;)

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2020-07-22 13:46 | Report Abuse

Interesting point is the share price is still at low level...Think about tommorow both pharma will continue it rally...then you can see the potential of KPJ.

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2020-07-22 11:51 | Report Abuse

Yes....undervalue KPJ.......buy at low is the key to win big

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2020-07-22 11:08 | Report Abuse

Both pharmas => Fast & furious...tomorrow will continue to play the next episode.

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2020-07-21 15:44 | Report Abuse

Market seem shift from Glove play now to Vaccine Play....Focus and play the right theme in the market is the key to win big!

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2020-07-21 15:42 | Report Abuse

It's still too undervalue...Pharma benefit from Covid-19 also benefit from Covid-19 Vaccine...