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2017-08-25 15:24 | Report Abuse
Superb annual report.with macro analysis of its target market.shows that the management know what they're doing.Huge increase in raw material inventory indicates an expected increase in sales.New production facility in vietnam(largest export market),clean balance sheet,healthy cash flows. All of this in my opinion justifies its PE ratio because the probability that superlon can meet that expectation is high.
2017-08-24 20:46 | Report Abuse
Thank MATB for the insight.im planning to do a write up on cocoaland to get a clearer picture on its performance
2017-08-18 22:16 | Report Abuse
thank you for sharing your thoughts and knowledge.its good to be able to refer back to especially in current market condition.feels like reading one of howard mark's memo.
2017-08-14 16:52 | Report Abuse
2016 eps = 6.78
trailing 2017 eps = 6.03
just need less than 1cent eps to exceed 2016 eps.based on last quarter report said that earnings will improve in next quarter due to completion of previously delayed projects. there's high probability that 2017 eps will exceed 2016 eps.plus the business model is good.so awc is a good company to keep
2017-08-14 13:25 | Report Abuse
yktay1 where do get the information on insider selling like mad?i dont see any announcement made
2017-08-10 15:29 | Report Abuse
200k views is ultimate super investor.then those who got 1mil 2 mil view is called what? ultimate ultra super saiyan god investor?
2017-08-10 01:31 | Report Abuse
Bought superlon on march at 2.56.already take out the capital and let the profit run.
2016-09-01 13:29 | Report Abuse
Astonishing write ups
2016-06-10 18:28 | Report Abuse
very good article.may i repost it in my blog for my future reference?
2016-05-21 22:25 | Report Abuse
excellent article.keep it up!
2016-05-21 18:48 | Report Abuse
thank you mr.tan for your excellent sharing.i've been following safalniveshak ever since i saw it from your post.i would suggest you to take a look at this site investorfieldguide.com
Blog: Analysis of Superlon Holdings Bhd
2017-08-25 15:57 | Report Abuse
Thank you for your quality work