英科医疗股价跌破20元了。据不透名的英科管理层表示，这场价格持久战打得太久了，没想到马来西亚的业者那么抗压，或许他们在这个一次性手套市场已经深耕多年，他们有着一些品牌及品质上的优势，也在各国拥有建立多年的销售网，所以再打下去也没有意义了。这两年表面上咱们中国大陆的业者是赢了市占率，但这种以亏本价格来抢市占率的做法是不能持久的，公司始终还是要回到公司股东的利益上，还是需要以盈利为主，保护股东的权益，所以公司未来会以提高产品品质及提高盈利为主要方向，而不是一味的扩充市占率。

Disposal proposal on table again? USD200mil?

For MBL, my biggest concern is why he want to acquired SWSCAP? Especially when this batch of share is acquired from Eddie Ong.

Like what they did previously acquired SYMLIFE, it is totally a failure.

And within 1 year now they acquired SWSCAP again, and since they day they acquired, share price keep dropping.
Hope management can explain to shareholders why they want to acquired SWSCAP.

YoY drop is because MBL has disposed their Indonesia subsidiary last year.
That Indonesia is Palm oil mill process plant, revenue is high, but loss making, that why dispose it better.

Ekovest is crown jewel, as it owned the Duke & SPE Highway.
LKH always want to own more share in Ekovest, but he has insufficient fund, because Ekovest is not a small company, there are many institute shareholder inside, so not easy to acquire more share.
So, what LKH can do is more inject all his other listed company and private company into Ekovest, and exchange more shares in Ekovest.
By doing this, Ekovest asset will be double up, costing will be more efficiency, profit will be increase also.
Previously, there are so many related party transaction, so the profit always park here park there, as boss have different shareholding in each of the company. But now, once combine all, the final profit will be reflected in Ekovest. With bigger Asset, Higher Revenue and Higher Profit, I believe one day in future Ekovest have chance to go into KLCI as well.

I see, I thought you got any special insider news.
I believe all proper investor (except newbie) should have taken note on Bonus issue, they won't simply buy just based on EPS without checking is there any bonus issue or share split recently.

As a fundamental investor, what we are more concern is about the business performance itself, or anything that can affect the business performance (i.e. Government policy, Nature disaster (i.e. Flood), raw material price, management direction ...etc)

newbird33, why said so? Please share what you heard or what you know.

For me, PADINI performance is the best describe of Malaysia Retail Market.
Although you see there are still many ppl in mall, but actually the spending power of all consumer has drop, many people just go mall to walk and enjoy aircond, when they eat, they order less food, when they shop, they shop lesser.
For a normal office executive who earn RM5k salary, last time he used to buy G2000 or ZARA shirt (RM150 per shirt), eat Sushi at Rakuzen (2 pax around RM100). Now, he will shop at Online (unknown brand, cheaper RM79 but same quality with G2000), he eat at GO Noodle (2 pax around RM50).

Below are the commentary of prospect from PADINI report :-
Retail business in general remains challenging due to the deterioration in purchasing power arising potentially from the rising cost, trade tensions and rising inflation and interest rates. However, supply chain issues, material costs and freight charges seem to have stabilised although there may still be some further increases in the short term. Despite the potential challenges, we are optimistic in performing satisfactorily for the current financial year.
Management will continue to provide value for money products and implementing measures to control costs, optimise working capital, preserve cash and streamline the operations to minimise any adverse impacts.

The fox tail has finally reveal.. Please run for your life.

Hahaha, yilonma, you are the one who nitpick.
We are old investor, more than 20 years in market, we have been watching Supermax grow since its IPO.
We see how it grow, how it overcome crisis, how it earn 3-4 billion a year, how it loss hundred million a year.

Find something interesting :-

1) Q2'23 - Revenue RM175mil, loss RM108mil
2) Q3'23 - Revenue RM175mil, loss RM40mil
3) Q1'24 - Revenue RM175mil, loss RM2mil

With the same amount of revenue, the loss has reduced substantially. It mean, Supermax cost efficiency has improve a lot, even though with such a low plant utilisation, still can maintain breakeven performance.

roger3210, you have loss your reputation d.
We are not concern about the share price is up or down, but we are concern about your comment of quarter result will be very bad.
When the result out and the QR is perform very well, then we know you are someone that talk without basis. No matter in future Danco drop to 30sen or 15sen, you wont earn any credit from us, because you are just a normal retail investor that simply guess the stock price movement without any supporting or fact behind.

Insider news.. Since Supermax WRO being uplifted CBP, Supermax global sales team has started to travel to US & Europe actively. How I know? Because so happen that one of my facebook friend is from Supermax sales team, and recently this two month I saw that fren is always on business trip (i.e. Netherland, Germany, Canada, US....etc)

So, expected that Supermax revenue will be increase on Q4'23 and Q1'24

Really, then based on USD470 x 20,000 units x RM4.65 = RM43.7mil

Steady growth for 3 quarter, profit also increase continuous for 3 quarter.
Cash in bank RM100mil, market value RM189mil.
One year can generate around 20mil profit, where to find this kind of good company.

roger3210, you lose d.
You lose your creditability and reputation d.
Suggest you go to register a new ID and come here predict again.

Look at the result, this is really the King of Poultry.

RM140mil ++ cash on hand.
I believe bosses and his proxies at least control 70% of the company, so left 30% is belong to other outsider.
Based on 266mil share, 30% = 80mil.
Assume boss offer RM1.20 per share, 80mil x RM1.20 = RM96mil.
Bank account got 140mil, I believe all banker are willing to borrow boss RM96mil cash to privatise the company.

But at least sales has increase continuous for 3 quarter

Losses has widen, still cannot see the light

Wah Eddie Ong is really one of the biggest conman in the world.
What happen to Opcom result after Eddie has acquire it.

Danco, when you want to release your result?
I can't hardly wait to see whether roger3210 is correct or wrong.

Awesome result

Everyday I login my trading platform, always feel that the whole bursa malaysia got so many counter are so undervalue, so many counter are worth to buy, no matter how much money you give me, it will be no enough for me to accumulate all this good undervalue counter.

Compare to US market, all counter look so overvalue, you hard find any good counter with PE below 20times, or below NTA... Everything was overvalue there, but investor still keep dumping money into it.

I hope there is one day whereby there is no more undervalue counter in Bursa, all counter I feel overvalued, no counter for me to buy anymore, then I wont feel money insufficient anymore.

Just imagine, one day you login, you see Ekovest price is RM2.20, Maybank is RM25.00, Gamuda is RM13.00, Genting is RM11.00, GENM is RM7.00....

High chances of privatisation

100% agreed, this type of boss is too selfish, it seem like they listed their company is to get money from public to benefit their ownself, they have no intention to work for the shareholder. Better avoid.

@ryoyagod, we are ready, all seat belt has been fasten!

If you have more than 20 years experience in the market, you will know Layhong management is a lousy management. Beside the boss, I am doubt who has been making profit from Layhong in long run.

Everybody know Poultry is a cyclical business, few years good, few years bad.
But layhong, when everybody good, it will be so so only. When everybody turn not good, layhong will turn worst.

Nutriplus has a very good branding, if you pass this brand to other player to operate (i.e. QL), I think the profit can be double. or triple.

Hong Leong cannot find buyer?

Any good news?
Today surge is very abnormal.
Must be something big going to announced soon.
Bonus issue again?
Privatisation based on NTA price RM1.39?

Fabulous result... Welldone!

True Gems

Brother roger3210, after sell Danco then where should we put our money? any good counter you recommend?

@silentWolf, what good news you heard, share share here.

When I was young, I have come across the Robert Kiyosaki book "Rich Dad Poor Dad", and I remember this is one part whereby he mentioned that in US, there is capital gain tax if you made a gain from share market. To avoid paying this tax, what you need to do is to continue invest (Sell A buy B), so the government cannot tax you.

I can't remember the above statement is correct or not, but I think it may related to what HEXZA is doing currently.

Well, interesting, learn something new today, as I am not familiar with US stock regulation or US accounting treatment.

But anyhow, if anyone here who is more professional on this type of issue, please welcome to share your opinion here.

Is it because when they sold the NVDIA share, they immediately bought into SYMBOTIC.
So they treat it something like switch counter, so no gain of disposal was take into account.

Question: The first batch of Nvdia share (18,000 units) was disposed on 29 Sep 2023, and there is a gain of RM29.mil.

Why the realized gain was not take into account for Q3'24 (30 Sep 2023)

Gain from SYMBOTIC = 300,000 x USD13 (average paper gain) x RM4.70 = RM18mil paper gain,

RM18mil / 200 mil share = 9 sen increase in NTA

If we compare the 3 small size glove counter :-

1) Careplus - Before covid (FY2018 / 2019) , the revenue is at least RM80-90mil per quarter. Now, it drip to RM13mil per quarter, it seem like they are really out from this glove market d.

2) Comfort - Before Covid (FY18/19), their revenue is around RM100mil++ per quarter, now left RM70-80mil per quarter, 30% drop, still acceptable, as ASP has drop lower than before covid.

3) Hexcare - Before Covid revenue was RM50-60mil per quarter, now left Rm40mil, still acceptable.

So, very clearly, Careplus will soon disappear from Glove Industry, hope they can survive in EV industry, but I have doubt on it, as that market need even more capital to burn.

Slowly and quietly, HEXCARE has climbed up from 20 sen to 26 sen (30% gain).
hehehe.

ho ho ho...... roger3210 TP RM0.25 is coming !

I hope PAT can be exceeded RM6mil

I hope PAT can be exceeded RM5mil

Seriously, I see recovery from Comfort Glove result.
Not sure who has the same opinion with me.

Their hotel occupancy rate is superb high.
The design was so beautiful and it has become one of the top choice for traveler.

QoQ, YoY both showing improvement, very good sign.
Cash in hand (including short term investment) > RM140mil, equivalent to 74% of its market cap.
Debt / Borrowing very very low.
All the properties owned by the company are based in Penang, which is very valuable and very good demand.
This is super undervalue stock, NTA is Rm1.39, share price is 50% of NTA.

Lukesharewalker, UOB Bank has agreed to borrow YBS USD70mil as the initial capital commitment for this project, with ENOVIX act as a guarantor for this borrowing.

This already published in ENOVIX SEC filing, not I simply blow water one.

Many people still have doubt on YBS.
Like I mentioned before, the deal is on the table, the factory is ready for machine installation and production will be start by Mar/Apr 2024.
This is a 10 times multi bagger stock

Estimated profit will be exceeded RM10mil.