cherry88

cherry88 | Joined since 2014-08-04

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1 day ago | Report Abuse

Parkson is trading at huge discount to its NTA of RM1.34. At current price of RM0.16, it is an easy target for privatise...Also refer to the post below..........
https://klse.i3investor.com/web/blog/detail/bursastocktalk/2023-05-25-story-h-269718592-Parkson_The_Lion_Regains_Its_Roar

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3 days ago | Report Abuse

bulk purchase only can get discount. 80sen is coming

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1 month ago | Report Abuse

Buy on rumours SELL on fact ! Bye Bye my Star

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1 month ago | Report Abuse

refer to Warran Buffett's advise.....

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1 month ago | Report Abuse

According to CIMB research today (18/4), it affirms its target price of RM0.86... A MAX upgrade. The report also hints "A potential re-rating catalyst is privatisations in the media sector boosting interest in Astro" ! Collect now before too late

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1 month ago | Report Abuse

Its CASH PER SHARE already hit 50sen. With its NTA of 90sen + most of its properties are bought inlong long time ago and witout any revaluation. Privatisation is the best move to gain the most. With current share price of < 50sen, it will sure move toward its NTA of 90sen anytime soon

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1 month ago | Report Abuse

anohter TopGlove pattern ?

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1 month ago | Report Abuse

It is almost certain that BAUTO can repeat its 3Q results in the coming final quarter, due to the 6-mth back log order. Let's play some math, its 3Q report a PAT of RM87mil or EPS of 7.5sen, Accumulated 3Q results already hit RM203mil or EPS of 17.47sen. So, its full year profit could easily hit RM290mil or EPS of 25sen. If u factor in PE 10x only value at RM2.50 or RM3 if u value at PE12x. Dont forget mgt has indicated to declared much higher dividend in 4th quarter. Conclusion : still attractive at current level

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1 month ago | Report Abuse

Anybody attend the AGM next week ?

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2023-02-11 10:57 | Report Abuse

Honestly, if just analyse from the impact from the JPJ road tax / driving license issues, I don'y see any fundamental / financial impact to MYEG. In fact, the road tax "delivery" services are actually a "loss making" segment in MYEG !
Of course, sentimental may be affected from speculating that all gov services will be "taken out". But again, MYEG future growth is on the blockchain and overseas business. Its bunisess is rather diversified now. I merely comment on its business / fundamental perceptive.
Assume my above point stands, the plunge in share price is a "de-valuation" process to a more reasonable level. Let's play some maths. Assume its quarterly EPS of 1sen, which translates to 4sen per year (exclude those 1 off gain and be more conservative), its current PE valuation is about 15x, which is fair (or even low) under current market condition.

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2023-02-07 17:46 | Report Abuse

the next issue to shot will be.......JPJ !

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2023-02-06 20:31 | Report Abuse

air kosong pun tak ada

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2023-02-02 22:53 | Report Abuse

Never too late t.o buy now !

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2023-01-16 08:46 | Report Abuse

Time to re-look this counter. Despite rather challenging outlook, I believe the share prices had reflected the low valuation. Any major correction is unlikely. Poh Huat managed to record another historical quarterly (and yearly) sales and profits in its latest 4th quarter reports. Cash and short term investments per share has achieved more than 90sen (take note : the company has no bank borrowings; lease liabilities are merely meaningless accounting entries). However, i really can't quantity its upside as general furniture industry valuation remain low.

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2022-12-11 22:03 | Report Abuse

If we read through major research report commanding on Bauto target price, it range from RM2.05 to RM2.80. (TA: 2.05; CIMB:2.80; AM: 2.25; HL:RM2.35; Ken:2.65; Rakuten:2.65; RHB:2.55; PBB: 2.65). So, exclude the highest and lowest target price, the average is RM2.44, with average PE of 13x. Assuming a consistent 13sen per year, yield is attractive at 5.9%.

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2022-12-09 08:52 | Report Abuse

Just do a simple calculation. Given the 1H EPS of 9.97 sen, we assume full year of 20sen moving into FY2023 / 2024. At PE of 15x will have target of RM3.00

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2022-11-28 11:59 | Report Abuse

Source : https://klse.i3investor.com/web/blog/detail/taresearch/2022-11-25-story-h-304759599-Supercomnet_Technologies_Berhad_Growth_Mostly_Intact

Refer my earlier comments on 23/11, TA research share the similar profit outlook for this year, reporting a profit of RM37mil (Vs TA of RM38.2mil). Moving forward, the profit is expect to DOUBLE from RM25mil in FY21 to RM53.7mil in FY23 (vs my own forecast of RM60mil). Given our current stake of economic of increasing inflationary trend together with risk of technical recession world-wide, SCOMNET is a company that you cannot ignore if you are looking for growing stock. (However, it is NOT for dividend yield investor)
Further, I believe its transfer to Main Board should be completed by Jan next year. By then, many institutions will be grapping this stock. Currently, we get to know that Pheim has started to grab the stock. Others will follow soon by end of Jan next year.
Moving forward in FY23, the growth catalysts are new mass production of IHS; Auto segment will grow by 60% from its Peugeot's fuel tanks and wire harness; the completion expansion of its factory size (by additional 990 sq m).
If you are looking beyond FY2023, then we should expect the raw material disruption should be minimal and the further factory expansion (take 3 years to complete) to increase its floor space by 2400 sq meter). Last and not least, they are looking for more M&A activities. It was not disclosed specifically, but my guess should be its automotive segment in EV where it requires lots of special type of wire. Other future new product launching could be too early to comment.....Its new products include Plass Rescue Occluder (pending FDA approval), Hemodialysis-Vascular-Catheters, AMBU GI SCOPE.

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2022-11-24 11:11 | Report Abuse

Bye bye guys.....

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2022-11-24 08:45 | Report Abuse

Sources : https://whytoocare-y2k.blogspot.com/2022/11/sep-2022.html

虾皮的业务属于高营业额,但盈利率会来得低。最高峰的员工数目有一千五百人,现在缩小规模到九百人。虽然这个顾客减少了四成的员工,但其他新顾客/工程已成功填补一些岗位。最新总员工数目是3,500人(2022 Nov)。
2022 Nov = 3500(-290)@ -118-290 = -408
2022 June = 3790(-118)
2021 Nov = 3908(+588)@ 912+588 = 1,500
2021 June= 3320(+912)
2020 June= 2408

In short, during AGM, they have confirmed the news of Shopee retrenchment from 1500 to 900. But, management stress that the vacancies has been fill up by other business. As for as I understand his personality, he is not a "bull-shit" type people. I still can trust his statement / comments. As long as they can declare 7-8sen dividend per year, I think we can hold on and ride through the challenges with him. Again, investing in SCICOM is not for growth, but more on yield and suitability / resilience.

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2022-11-22 23:33 | Report Abuse

SCOMNET growth driver is just started ! Its 9-month results had achieved RM27mil (or EPS of 3.6 sen). Further assume its final quarter to achieve RM10mil (which is prudent), FY2022 full year profit could hit RM37mil or EPS of 5sen.
This is just started, given its new medical products are starting into mass production, this together with its surprising good growth in its auto segment, we can expect its profit to increase by at least 50% from FY2022 toward PAT of RM60mil or EPS of 8sen. Given the industry forward PE of 30x (under bearish condition), this translate into TP of RMRM2.40 ! (this is also its previous high achieved in Nov2020 (around RM2.30)

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2022-11-22 23:22 | Report Abuse

Supercomnet continued with its momentum of growth by recording its highest ever quarterly net profit of RM10.1 mil, which is a 44.4% increase from the same period of the previous year for the third quarter. This was achieved on the back of a 40.6% jump in revenue to RM45.14 mil. The stellar results were registered due to contributions from its new and existing clients, and a favourable foreign exchange rate. Thus, for the nine-month period to Sep 30, 2022, net profit is now up by 55.6% to RM26.9 mil, on the back of a 18.1% jump in revenue to RM120.98 mil.
For the quarter under review, all three segments recorded an improved revenue performance as compared to the last corresponding period. The medical segment continues to be a key contributor for the Group with a revenue contribution of 56% as compared to 71% in the last corresponding period. Continuing from the previous quarter, the automotive segment continued with its momentum. It recorded a higher revenue contribution at 14%, compared to 10% in the previous period. Revenue contribution for the industrial segment also increased to 30%, compared to 19% in the previous period.
Backed by our growing financial position, Scomnet is on the lookout for earnings accretive mergers and acquisition in the medical segment. Looking ahead, we are confident and optimistic with the group’s mid to long term prospects underpinned by continuous growing demand from customers in addition to several new products in the pipeline. The medical segment will continue to be our main driver, but as you can see, the automotive segment has also picked up. It will be providing some exciting growth and new opportunities in the future.

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2022-11-21 22:35 | Report Abuse

Don't expect fantastic growth. Only to those dividend collector or temp parking port in view of many uncertainties surrounding. So, assume at 8 sen per year (which the company never fail to pay dividend quarterly since listing), a rather attractive 7.7% yield is expected

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2022-11-08 09:25 | Report Abuse

@pang72, too bad...no more "dip"

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2022-11-07 21:58 | Report Abuse

The immediate TP is between RM1.90 to RM2.00. The "boost" here is after the 3q results announcement by 30Nov and transfer to Main Board (dont know when loh)

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2022-11-07 21:55 | Report Abuse

Extract from TA Research :
Robust Earnings Growth. We estimate Scomnet to register a profit growth of 51.5%40.6%/22.7% in FY22/FY23/FY24 driven by existing orders from Edward Lifesciences and Ambu. In addition, strong demand from Mermaid’s declotting device, new orders secured from Stellantis and maiden contribution from IHS are expected to boost earnings significantly over the next 3 years.

Preparing for the Future. To facilitate future growth, the group will proceed with a 5-storey building expansion. The 5-storey building will provide an additional 12,000 sqm and will take about 3 years to complete. The new plant will be GMP compliance and will cater for more medical products.

Transfer of Listing. The group has kicked off the necessary preparations for transfer of listing. We opined that the move will help to lift interest on the stock, especially from institutional funds (below 15% currently).

Reasonable Valuations. Scomnet is currently trading at 26.2x PER. We opine that our target PE of 32.0x is reasonable (in-line with its 5-years mean), considering that the peers are trading at 31-36x.

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2022-11-07 21:53 | Report Abuse

Refer my comments 2 months ago...."Malacca Securities upgraded its TP from RM1.51 to RM1.94 within 3 days ! The main upgrade was it expect the company to double its profit from RM25mil in FY2021 to RM48mil in FY2024. It is rather difficult to find a company which can double its profit within next 3 years....Share price could be doubled easily within next 1 or 2 years too. Please advise me if you can find other similar companies can match SCOMNET performance."

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2022-10-17 15:45 | Report Abuse

I was told from a Muar people saying that the company will "stop" for 3 months till after CNY oh...(However, i don't think so, but hope it is a rumours)

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2022-09-27 16:06 | Report Abuse

Can't wait anymore....

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2022-09-25 12:32 | Report Abuse

@NgWS90, no secret lah. It is Stellantis for Peugeot fuel tank and wire hardness. Just completed the final product audit. Mass production starts in Oct. Estimated additional sales of RM70mil per year (in FY2023) with net profit of RM10mil (net profit margin of 15%) from this division only. So, you guys do your own math of the rest of division for FY2023 profit growth....

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2022-09-21 16:03 | Report Abuse

break RM1.60...toward RM2.00 soon....get ready

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2022-09-04 22:42 | Report Abuse

I hope our bullrun1985 can respect this forum, which is for SCICOM, not others. Invest / trade at your own risk. TQ

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2022-08-29 22:31 | Report Abuse

A rather flat grow now.....downgrade !

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2022-08-29 22:29 | Report Abuse

Malacca Securities upgraded its TP from RM1.51 to RM1.94 within 3 days ! The main upgrade was it expect the company to double its profit from RM25mil in FY2021 to RM48mil in FY2024. It is rather difficult to find a company which can double its profit within next 3 years....Share price could be doubled easily within next 1 or 2 years too. Please advise me if you can find other similar companies can match SCOMNET performance.

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2022-08-29 22:22 | Report Abuse

SCICOM never fail to pay QUARTERLY dividend since IPO listing ! I repeat..IT PAID DIVIDEND QUARTERLY never fail. We can observe it has started to increase its payout, with now is 7sen per year or easily hit 6.7% p.a . Further to its growth and stable recurring business, it is safe to park your money here . No TP was suggested this round. Your own cost of capital and opportunity cost are the main factors to decide worth or not to lock it into this counter. Good luck

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2022-08-25 15:41 | Report Abuse

Technically, it has completed its consolidation phase. Start to break-out toward RM3.40 - RM3.60. Short term traders should start to load in before too late

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2022-08-19 09:14 | Report Abuse

Given its usual 50% dividend payout, we can expect expect it is going to declare another 20sen dividend end o f its FYs. Let's do some maths. Given its 1H EPS of 20sen, we can expect the company to report an EPS of 40sen easily (will be more if RM weakening toward RM4.50/ USD level). With 20sen dividend on the card, the yield will be 6% with PE of 8.12x (based on RM3.25). Still relatively cheap. TP can go to RM4 (assume PE of 10x)