https://www.klsescreener.com/v2/news/view/924191

Value chef buy this time

Gogo tawin

Gogogo

WA today got big volumn ,any indication ?

https://www.klsescreener.com/v2/announcements/view/3433227

Ok bro

When ya the next qr report agak2?

Ok all the best Tawin holder

Well this is share if we know all we are not going to talk here,follow your strategic,if really lost confident sell,i.dunt wanna regret like.how i hold msm at the price of 0.6 let go at 0.585 after 2 day qr out green the share jump 150%

Ok value i support u lets wait for one more quater report n see

negative 7 mil really get surprise

Still holding,hoping to see positive QR this round

Buy now before more good news come

Tawin is worth to own add more today

Mother cheap now

Buy mother

Sell la

Warrant 0.055

Where can get Tawin WB exercise price announcement

Ya i also wonder what happen

Why mother share didnt fly ,

When Next week end,then the share holder shall get their free warrant

Really?m still holding please fly little bit for the confident

Wanna wash gao gao 1 before give free gift

Another Green day congrats who hold and buy dips

Rebound

Yes hold amd wait

Push some more

Ok waiting

So the investor see the potential in it may be not in near term

MYNEWS Financial Highlights
QUARTER ANNUAL



MYNEWS Quarter Report History
Date Financial
Year Quarter Revenue
(RM,000) PBT (RM,000) Net Profit
(RM,000) EPS (Cent) Div
(Cent) NTA
(RM) QoQ
(%) YoY
(%)
21 Dec 20 31 Oct 20 Q4 Oct 20 115,829 -6,928 -5,145 -0.75 0.00 0.420 Malaysia Stock - KLSE Quarter Report History 15% Malaysia Stock - KLSE Quarter Report History 262

CU coming to town buy and keep

Mynews engine start

Gogogo MyNews operate like Thailand convenient store then you will be good

See airasia lost money also nothing worst going on chill just a 12.5% lost for this Q and also all of this because a tweet from Andy Hall

Stephanie Cheah
stephanie.cheah@clsa.com +60 3 2056 7873
7 July 2020
Malaysia
Healthcare
Top Glove
TOPG MK
BUY
HART MK
Rec
Market cap 3M ADV Price
Target Up/downside
US$11.6bn US$55.7m RM19.96 RM22.00‡RM28.00 +40.3%
Hartalega
Rec
Market cap
3M ADV
Price
Target
Up/downside +21.2%
Kossan Rubber KRI MK
BUY
US$12.7bn US$26.0m RM16.50 RM16.30‡RM20.00
Rec
Market cap
3M ADV
Price
Target
Up/downside +25.2%
Outperform‡BUY US$2.8bn US$10.3m RM10.38 RM9.80‡RM13.00
www.clsa.com
Malaysia gloves
Sector outlook
Thanks for your support in the
Please click here for our voting matrix.
Rational exuberance
Backing out the implied long-term growth using GGM
Record profits for 2020 are now a given, but it is not known whether this is sustainable or for how long. Our analysis after triangulating various industry data points suggests glove demand will stay strong through 2021 and potentially even until 2022 on restocking activities. We see ample upside for glove manufacturers despite the run-up, with our target prices derived using modest target P/E implying long-term growth of 5% (based on GGM), against normalised industry growth of 8-10% p.a. Maintain sector Overweight with Top Glove our top pick and Kossan Rubber upgraded from Outperform to BUY.
Global supply shortage forecasted throughout the next three years
q Concerns about competition from Chinese players have led us to map out global demand and supply dynamics via the triangulation of industry data from various sources.
q We project glove demand to grow at 25%/15%/10% in 2020/21/22, versus the historical run-rate of 8-9% p.a.
q Against the forecasted global supply by various players, which would yet see some downside from delays/cancellation (especially from overly aggressive Chinese players), we foresee a glove supply shortage continuing throughout the next three years.
Higher base ASPs sustainable so long as spot demand persists
q Recent share price rerating is driven predominantly by expectations of sector earnings surge, with the market extending expectations for earnings to now peak by 1H2021.
q In our view, base ASPs will remain at current elevated levels so long as spot orders are
sustained. We believe spot demand will only start contracting when demand supply
imbalances normalise, a scenario we believe will not materialise until post-2022.
q Even then, the industry would have gone through a significant drawdown in inventory, which necessitates end users and distributors to rebuild buffer inventories for another year. We expect this coupled with significantly higher cost of operations in the new norm
to sustain a c.20% higher run-rate ASPs vis-à-vis pre-Covid-19 levels.
CLSA street high earnings estimates across the three glove makers
q The fact that the Malaysian glove makers will report bumper profit in CY20 should no longer come as a surprise to the market, but the question is: for how long?
q Top Glove – We believe Top Glove could report c.RM1.2bn net profit in 4QFY20 (4x higher QoQ) underpinning our FY20 (Aug) earnings raise by 37%. Such strong profits is expected to extend to FY21/22 where its higher spot mix is supportive of our 187% YoY earnings growth in FY21 to RM5.2bn. Current share price implies valuations of 10x FY21 and an undemanding 34x (below +1.5s.d) based on normalised FY22 earnings.
q Hartalega – Relatively late to the game of price hikes, the significant demand has put upward pressure on ASPs. We raise our FY21 (Mar)/22/23 net profit by 10%/50%/31%. It is now apparent that Hartalega will see similar upsurge in ASPs, albeit with a slight lag.
q Kossan – Visibility on ASP is limited, but we are also raising our FY20/21 net profit by 53%/109% as our previous assumptions were overtly conservative relative to peers.
Historical P/E trend irrelevant against sector peak earnings
q The sector peak earnings, whilst a positive, poses a significant challenge for PE-based valuation, as the historical P/E trend is no longer meaningful.
q Intuitively, the target P/E multiple should reflect the fact that the 2021/22 earnings is elevated and could potentially normalise after. This begs the question as to whether it is fair to use historical P/E trend to value the stock on earnings that is not sustainable.
q In valuing the stocks, we have therefore applied a significantly lower target P/E depending on how elevated the forecasted earnings is to the cycle-adjusted earnings.
q Our target P/E for Top Glove/Hartalega/Kossan at 15x/35x/19x implies LT growth of c.5% p.a., which we believe is reasonable versus industry trend of 8-10% p.a., and the fact that these players are dominant in its field.
q We lift our TPs across the board: from RM22.00 to RM28.00 for Top Glove; from RM16.30 to RM20.00 for Hartalega; and from RM9.80 to RM13.00 for Kossan. While we reiterate our BUY ratings for Top Glove and Hartalega, we upgrade Kossan Rubber from Outperform to BUY on our earnings upgrade and significant discount in valuations.
CLSA

16.8 heavy blok

.185 today I guess

Brent should be 40

Crude 37.3 carimin 0.83

Got show on monday

https://markets.businessinsider.com/news/stocks/moderna-stock-price-positive-vaccine-trial-results-antibodies-coronavirus-covid19-2020-5-1029210803

Manage top at .135

No more .13 range start today

(Bloomberg) -- President Donald Trump’s top energy official said the oil industry is on its way back after suffering crippling losses from an unprecedented price collapse.

“We now have 23 states that are opening up their local economies, that represents roughly 40% of the gasoline demand in the United States,” Energy Secretary Dan Brouillette said in an interview with Bloomberg Television on Tuesday. “We’re starting to see oil prices stabilize.”

The oil market has staged a modest recovery since prices plunged into negative territory last month for the first time ever, amid signs that demand is making a gradual comeback and as producers cut output to erode a supply glut.

The Energy Information Administration on Tuesday announced modest downward revisions to its oil production estimates for this year and next, and revised up its forecasts for oil prices compared with April.

Brouillette shrugged off the risk that U.S. output could come back too quickly and threaten the market’s recovery. Pipeline giant Energy Transfer LP said on Monday that some drillers in the Permian are reopening wells that were shut in response to the pandemic-driven collapse.

“The third and fourth quarters in 2020 and certainly into 2021 are going to be very, very robust,” Brouillette said, with production coming back online as the economy takes off.

Brent and crude turn green

if drop i shall top up more

Oil fly again

Tomorrow velesto 0.18