AIMFLEX AGM重点
-截止5月尾的order book为28m
-合作和扩展方面，今年有一些来自新的领域的顾客如半导体，medical。也持续获得来自e&e的订单。
-R&D方面有四个新的产品。
-疫情造成产品更长的lead time与更高的营运成本
-顾客延迟新产品的launching会影响到集团的营收
-Q1是因为工厂停运因此部分外包与之后需要追赶产能造成cost overrun, product mix的改变也是其中一个因素。新的产品会增加营运效率与减少lead time。
-其中一个子公司的tax pioneer status即将在2021expired，正在讨论extend中。
-目前大多数的扩展仍处于vendor qualification的阶段，预计今年并不会有太大的贡献，尤其是近期automotive市场出现产品中断的问题。更多的实质发展会到2022年初才开始显现。
-集团的产品主要是在顾客launch 新产品前提供产品服务给他们。如果顾客减少launch新的的产品会影响到他们的营收。
-营收与净利最大的问题的是疫情期间较难close deal，不过目前28m的订单预计有能力实现更好的财政表现。
-新的design and development centre目前是on hold着的，因为产能仍足以应付订单。
-整体上还是乐观的，可以看到未来市场对公司产品的需求会越来越高。
-总结就是2021不会有惊喜，也不至于惊吓，未来的发展很取决于竞争力，2022才会有重大实质上改变。2019年11月至今order book平均介于17.93m至28.71m之间，也就是说目前的order book是在历史高点，如何控制成本提高赚幅才是最大的挑战

Deleum Primera is 60% subsidiries of Deleum and primary involve in ICS department, so it wont affect power&machinery and oilfield services department. However in long term, still depend on whether company can success to appeal or not~

when share price doing good, everyone talk good about this company, when doing bad, all the keyboard warrior will appear directly.

Dnonce main point from klse comment:
1. dnonce并不受手套ASP影响，有产量，公司就受益
2. 业务上个季度就已满负荷运行，这个季度如何成长？
3. 后个季度新产能100%投产，业绩有机会破新高
4. 公司下个季度将变为净现金公司
5. deposit和prepayment持续增加，需求依然强劲
6. 自由现金流持续增加，健康的血液
左打电子又打手套，以2022财政年业绩+pe10用ben graham formula计算，合理价值Rm0.75.
相信这里嘴炮的都没好好看过财报，可怜的老板

no matter you like it or not, share price will tell you

few year back tech stock PE all around 15, now all above 40, time change mindset also need to change

does anyone know what happen beside this huge drop?

I just seek company clarification about their PPE segment last week and they reply is below:

Thank you for reaching out to us.

Regarding the Facebook page, it is our subsidiary, Powernet Industries Sdn Bhd's page.

Starting since the MCO, we have brought in the facemask and PPE to alleviate the shortage of the supplies in the country.

Currently, we are exploring the possibilities in producing medical-grade fabric.

Thank you.

normally after private placement, substantial shareholder usually will sell part of the share to market to maintain market liquity as their shareholding % is too much

https://www.facebook.com/116305656437145/posts/289198985814477/

definitely above expectation!!!!! A lot of broker actually expect a decline in net profit, but TAKFUL still able to maintain its net profit during this MCO!

I just do a simple comparison based on trading volume from 1/1 to 14/2 and 1/4 to 14/5. 1/1 to 14/2 total have 32 trading days but total volume= 90billion. 1/4 to 14/15 only have 29 trading days but total trading volume =159 billion. There are 76% in crease for the trading volume, then you will know this quarter actually will be the new record profit quarter. Later i will calculate the trading value also which will be more accurate.

如果说是投机工具，请多多赐教

All position change is belong to non-executive director which didn't affect operation matter. EPF alway need to diversify its portfolio, you can check in past few year, EPF sold a lot of TAKAFUL share, but they alway slowly buy back, it is common.

just use the old data, may miss some company

Obviously Takaful is leading Islamic insurance player in Malaysia, another one if not mistaken is Etiqa Malaysia. If you go to Takaful's website and try to subsribe their online insurance plan, then you will know why it can outperform than its peer. Personally I'm not Islam, but i also has Takaful's online medical plan, as it is affordable and easy to apply. And also, the market behind Takaful is not restricted to Malay community, but also other community as well. Back to your question, Takaful obviously has brand effect among Islam community, however for other community like Chinese or Indian, unfortunately they even do not know they can buy Takaful product .

The drop is just because
of two reason. First,current market more prefer other sector like plantation, technology, green tech,packaging, so they simply swap their money to the hottest stock. It is normal when you look at financial sector like HL bank, Public bank or even other insurance stock as well. Second reason is just because of the warrant is expired soon, since there is a conflict interest between issuer and investor, so issuer will keep pressing down the share price until the maturity date. As long as you believe Takaful will keep growing, the best strategy for you is to average down, next support point will be RM5.6, if market environment remain unchanged, I confident Takaful will rebound to RM6 by the end of 2019. Fair value for Takaful right now is RM6.44. Another risk for Takaful is new accounting standard will start on 2021 and it will affect Takaful short term profit on 2021. If your holding power is about 1-2 years, i will strongly suggest you just put Takaful inside your watchlist and do not buy it first as market will over reaction when new accounting standard begin. For long term around 3-5 years, I confident with the grow of islamic market and financial literacy, there will be a strong demand for Takaful products.

expect bonus issues and dividend by the end of this year

based on current pe 15, price can shoot up to 6.9

incredible result make a lot of institution investor quiet

something is brewing? omg

it is good to see takaful drop further so we have chance to collect at cheaper price. Any stock need to take a rest before their next showtime, especially takaful already up too much within these few month. Current fair value should be around 6.4, based on.historical average pe 14.

https://www.klsescreener.com/v2/news/view/550882/%E4%B8%AD%E5%9B%BD%E5%AE%B6%E5%85%B7%E4%B8%9A-%E7%BE%8E%E8%AE%A2%E5%8D%95%E5%87%A0%E6%B6%88%E5%A4%B1-25-%E5%85%B3%E7%A8%8E%E7%AD%89%E5%90%8C%E6%AD%BB%E5%88%91

Trade war caused china furniture loss lot of order from america and these orders have big potential transfer to Malaysia like lIihen~

Excel file for overview of Magni> http://evassmat.com/QiUi (For own use only)

Summary and overview of Magni> http://evassmat.com/QiXL

http://evassmat.com/21735737/duncaninve
SYARIKAT TAKAFUL MALAYSIA KELUARGA BERHAD (6139) 2018年报重点

SYARIKAT TAKAFUL MALAYSIA KELUARGA BERHAD (6139) 蓄势待发的黑马<旧文回顾
http://evassmat.com/21735737/invest

我对Liihen未来几个季度的预测与看法> http://evassmat.com/21735737/dcinvest
Here is my prediction toward Liihen's future quarter result> http://evassmat.com/21735737/dcinvest
If you interest about Liihen, you may also download this excel file to do your own research, URL> http://evassmat.com/21735737/investduncan

My review about RCECAP> http://evassmat.com/21735737/duncaninvest

Previous tax is about 22% - 25%

Lol, Liihen is a cyclical stock. Overall, it already starting to recover now. Since Q2 result improved 55% as compared to Q1. In Q2, you can realised the USD conversion rate is around 3.94, but now USD conversion rate is already 4.1, so you can calculate the Q3 result yourslef.

Positive Factors: a) Liihen continue to receive strong orders from customers.
b) The increase of USD conversion rate. ( From 3.94 to 4.105)
c) Tun Dr Mahathir announced will not immediate rise minimum wage but
gradually.

Negative Factors: a) Shortage of workforce
b) Production cost

*Wan to buy or sell is your own decision, this just my own opinion.

http://www.klsescreener.com/v2/news/view/417998

A good new to liihen!!! But still need to be aware of next quarter result. Probably no so good, but q3 will amazing.

lol 20+% return within one month, who say share price stuck? Ringgit to usd now already 4.08 and crude starting drop. I believe Q3 will amazing.

lol this falling knife help me make lot of money

Those who buy in 2.2 hoseh liao

liihen finally wake up

today result told us market already absord and digest the information

Lol ppl buy for no reason and sell for no reason

If next quarter result no bad, then liihen really become rocket le

Furniture industry finally wake up~wohoho

（吉隆坡14日讯）Al Salam产托（ALSREIT，5269，主板产托股）放眼在未来3年，收购约10亿令吉的商用和工业资产。

《The Edge》引述管理该产托的白沙罗产托经理私人有限公司主席拿督卡马鲁扎曼报道，该公司通过增加投资组合内高收益资产，吸引更多投资者。

他续称，公司不仅会向母公司柔佛机构（JCorp）购买产业，也会向外部及第三方购买。

“个人认为，我会希望未来3年内，每年收购约3亿令吉的产业。每年要收购那么多资产对Al Salam产托料不是问题，因为柔佛机构有很多资产。”

不过他说，公司在考虑收购时，对产托要求和标准非常高，且会考量到双方的资本价值和收益。

卡马鲁扎曼也是柔佛机构的总裁兼总执行长。

若Al Salam产托成功在未来3年收购10亿令吉ID资产，其组合规模将从目前的9.28亿令吉翻倍。

收购将通过借贷和配售产托单位完成，因此Al Salam产托的规模也会随之扩大。

白沙罗产托经理总执行长万阿兹曼伊斯迈也说，目的是为了让Al Salam产托在基金经理和老练投资者的眼中变得更吸引人。

今年先砸2.7亿

他补充，Al Salam产托今年正在收购2.7亿令吉的资产，包括以1.55亿令吉收购瓜拉登嘉楼的Mydin超级市场，以及1.15亿令吉收购全马22家餐厅。

其中，Mydin超级市场是该产托首个向第三方购买的资产。

至于母公司柔佛机构，已准备将有素质的资产注入到Al Salam产托，不过，万阿兹曼说，也有第三方接洽公司，洽谈关于资产收购的事宜。

他说，只有高素质和高收益资产才能被注入组合。

technically rebound only, tomorrow hehehehe....

Tm well show people is so emotional.

lol，tm alway rebound a little, then drop a lot....

Market is too bearish now, it is better to be patient and wait. If trade war boom.............

The market is considered bearish now, it is better to hold ur cash and prepare your bullet. Cash is alway the king~

The technical chart created by the 50 & 150 day moving average already shown a death cross few day before which is a signal to run. It it better dun catch the falling knife as you never how low it will go. TM is the best example which drop from 6 to 4 , from 4 to 3 now.

dun catch the falling knife is the best description for tm

Decrease 25% is a good new for Tm as previously is about 50%.

Tm has been hated by public many year ady. Tm should well mange their social marketing as well as public relation. Reformation is a good way for Tm to push its price further.