cplusprojects

cplusprojects | Joined since 2021-02-13

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2021-09-27 10:30 | Report Abuse

After 250 is just nice to go further.

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2021-09-14 20:32 | Report Abuse

Just sit tight, time will tell

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2021-09-14 20:32 | Report Abuse

Yes, not sure why so many ppl panicking right now.

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2021-09-14 19:58 | Report Abuse

Strongly believe DNONCE can make a comeback, DNONCE is still fundamentally strong and we should look for the future aheads

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2021-09-14 16:09 | Report Abuse

Wah, so cheap today, anywant collecting or wait for it to drop more

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2021-09-14 01:28 | Report Abuse

Many optimistic comment here, tmr can push up?

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2021-09-10 19:11 | Report Abuse

At least still stand above 0.50, still looking good at current price

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2021-09-10 18:00 | Report Abuse

Seen worse counter then this, those that bought in last minute really got punish hard

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2021-09-10 17:50 | Report Abuse

Back to the starting point? Those who miss out below 0.50, this might be a good chance

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2021-09-10 17:48 | Report Abuse

Massive sold off, congrats to anyone that took profit

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2021-09-08 15:07 | Report Abuse

Not sure what is the motive behind, but I dont think the share price will move because of 1 of his comment. DNONCE already solid before his comment lol

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2021-09-06 13:51 | Report Abuse

Up up up, limit up today???

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2021-09-03 15:49 | Report Abuse

seems like the takeover rumors is true

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2021-09-03 15:25 | Report Abuse

Lai liao lai liao, DNONCE gonna start rallying again

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2021-09-02 16:04 | Report Abuse

Hahaha, rakuten reputation is so bad, so many other broker that are better than them

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2021-09-02 15:54 | Report Abuse

TP to 0.7? 0.80 also no problem

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2021-09-01 15:56 | Report Abuse

Rumors flying everywhere now, seems like the takeover is true??

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2021-06-10 16:53 | Report Abuse

No show today... wait and see the potential. My friend !

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2021-06-09 16:57 | Report Abuse

kanger please fly us to the moon

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2021-05-18 14:36 | Report Abuse

^this guy now his stuff, try to invest in kanger now if you can, big rumors flying everywhere especially for kanger

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2021-05-18 14:30 | Report Abuse

@lastwing heard that kanger going to boom soon. Seems many group starting to do sharing about kanger . They are planning to eyeing their further business expansion in East Malaysia which i think is very benefit to them, if on going with vaccine and they having big population and last time election and triggered many covid case.

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2021-02-24 16:08 | Report Abuse

Well, agree. Actually both is a win win game.
The more it down, the more we sapu. Hope all the investor here heng ong huat ah ,

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2021-02-24 15:53 | Report Abuse

buy buy buy !!!!

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2021-02-24 15:52 | Report Abuse

Wah, so ganjiong today. Sudden drop.
Collect first, hehehe...If drop till 0.50 again, i faster all In.

Aiya, glove is confirm thing aldi.

but Why not 5g? Now people is more concern being at home to stay safe and Dnonce doing SEMICON PACKAGING. When people don't find where is the value, Is the time to sapu more ticket

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2021-02-19 16:12 | Report Abuse

I agree la, after vaccine out won't so fast reflect la, but I think coming QR will be better and better. Dnonce is more solid now.

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2021-02-19 15:46 | Report Abuse

Guess this will pull another demand to Dnonce and make the share hit 0.60.

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2021-02-19 15:45 | Report Abuse

Malaysia’s Covid-19 vaccination roll out is set to begin soon, with the first batch of the vaccines scheduled to arrive this weekend..

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2021-02-18 18:25 | Report Abuse

继续下来,相信DNONCE很快追回脚步,以目前的市值来看,还有进展。

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2021-02-18 18:23 | Report Abuse

作为对比,过去一年间 TOPGLOV 的股价增加了 214.26%、SUPERMX 的股价增加了 585.23%、KOSSAN 股价增长为 64.95%、HARTA 的股价则增长了 109.41%。



对比起来,DNONCE 的股价不过成长了 46.58% 而已。我们知道虽然手套公司因 ASP 下滑而出现估值调整的情况。但随着手套需求量,产量增加,DNONCE 的业绩只会继续上涨,下跌或持平的机会太低!



根据我们团队的研究,纸箱企业平均市盈率均为 18 至 20 倍。若 DNONCE 在未来可达一千五百万令吉的全年盈利的话,给予 DNONCE 的合理估值应该为三亿令吉。至今 DNONCE 市值不过是一亿六千八百万令吉的市值,距离合理估值仍然有一亿三千两百万的折扣,或 44% 的价值静待发掘!



你现在应该投资 DNONCE 吗?我们团队并不知道,但不是现在的话,还等何时呢?

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2021-02-18 18:23 | Report Abuse

等一等,如果他们是全球最大的乳胶供应商,马来西亚怎么会是全球最大的手套供应商呢?不应该是泰国吗?在之前泰国主要是专注于价值供应链的上游,但是在看到手套 ASP 暴涨后,当地政府决定打算鼓励其企业直接涉及在手套生产商。


显而易见的,具有先天优势的泰国手套生产商在未来增长的速度将会加速。所幸的是 DNONCE 的纸箱生产箱位于 Sadao,Thailand。该地属于泰国区域手套生产商的临近区域。至今为止,他们只不过优化了 20 英亩内的 2 英亩土地。据了解,DNONCE 已计划好扩充产能的机械以及土地开发,未来两个季度内相信可见该公司显着的业绩成长!


但如果你依然搞不明白 DNONCE 为什么那么具有优势的话,以下则是这家公司位于价值供应链的特俗定位:



全球手套需求量增加 --> 手套生产商利润率提高 --> 手套生产商增加产量 --> 随着产量增加,将需要更多的纸盒包装(利好 DNONCE)--> 纸盒是手套生产并卖出的过程内必要的原料,不会被 ASP 涨跌影响

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2021-02-18 18:22 | Report Abuse

静待被发现的超深价值股!

随着全球疫情渐渐转好的迹象下,手套的供求也随之变得更为稳定。不过,稳定并不代表着手套被取代,以全球需求量而言手套依然是面临短缺的情况,并且对比几年前来说,更具有价值。不过,谁会是这场博弈的最后赢家呢?


我们明白手套的价格 – ASP 即将会面临被降低或者减少的命运,或许明年就可看到 ASP 回落的情况了。不过,已投入运作的新型产线并不会随着手套价格的减缓而出现大幅度的产量下滑。这句话意味着什么呢?这意味着手套生产商依然会享有对比之前更高的营业额以及利润,但利润率则会随着 ASP 下跌而降低。


以价值供应链而言,手套的原料供应商将会从中受益,因为无论手套 ASP 高低都好,这些公司都必须要维持一定产量!因此,这家公司 – D’NONCE TECHNOLOGY BERHAD(KLSE:DNONCE)将会是这场博弈的最后赢家!


DNONCE 在去年年中开始进行了管理层变动以及企业结构性的转变。他们是位于泰国的顶尖纸盒(Carton Box)供应商,是该国的三大供应商之一。请记得 – 绝大部分的手套原料都来自于泰国南部,他们也是全球最大的乳胶供应商。