dawchok

dawchok | Joined since 2020-05-01

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Stock

2020-11-28 12:28 | Report Abuse

New customer Y & new building start Q2CY21, contribute rev 500mil/yr=125mil/qtr, 125/882(rev q4fy20)=+15%, eps 2.9ctsx115%(assume same margin as q4)=3.3cts/q, x4 qtrs =13cts/yr. pe25, tp m3.30 in FY21. Cheers!!!

Stock

2020-11-27 15:41 | Report Abuse

sold some at rm 2. cash out a bit first.

Stock

2020-11-27 15:35 | Report Abuse

pls the the rm2 order from me. i want to let go 20% first.

Stock

2020-11-27 13:10 | Report Abuse

Not much, just enough to sell till 31.

Stock

2020-11-27 11:35 | Report Abuse

Only one advice : background check the attitude of the owner of this company. He has no good record.

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2020-11-27 11:29 | Report Abuse

I do agree that Top will go to RM9 and beyond whether vaccine or no vaccine, but what worries me the most is that if Covid 19 virus is detected on glove from Top Gloves

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2020-11-27 10:57 | Report Abuse

Sold 1 lot at 26.10 just now. Will sell 1 lot each RM1 up.

Stock

2020-11-27 10:54 | Report Abuse

承你贵言

Stock

2020-11-26 17:40 | Report Abuse

thus i have to let go TP 2.70. Aim for 2.0 to 2.2 is good enough.

Stock

2020-11-26 17:39 | Report Abuse

if i assume another 20% profit growth going forward, rm2.7 is still commanding pe 40.

Stock

2020-11-26 17:36 | Report Abuse

eps is 1.4 if excluding the forex loss. The annualized eps is 1.4x4=5.6cts. To get my TP 2.70, it is traded at pe 48. Too expensive lor.

Stock

2020-11-26 17:33 | Report Abuse

Lot of people just look at the summary table of the qtr result. It shows consecutive 6 qtrs of negative growth. It is very scary, at no time we should hold this kind of counter.
But if we adjust back the forex loss this qtr, it is turning around with 10% growth in net profit.

Stock

2020-11-26 14:29 | Report Abuse

Disappointing result. If adjusting back the unrealized forex loss 2.56mill, net profit is 7.88mil which is 10% growth vs. corresponding qtr last year. With the adjustment, eps=1.4 cts/qtr only. How to justify for my TP RM2.70. Sigh.....

Stock

2020-11-26 11:35 | Report Abuse

Lim Wee Chai said the company’s estimated div yield will be more than 6% in current FY8/21.
RM7 x 6%=div 42cts. Payout @ 50%, eps =42x2=84cts in FY21. PE 10, TP RM8.40; PE 20, TP RM16.80.

News & Blogs

2020-11-26 11:20 | Report Abuse

Thanks for the good write up. Gambatte!!!

News & Blogs

2020-11-26 10:00 | Report Abuse

your assumption for expenditure without kids at the later age is too high. The expenditure at old age will drop significantly to 60-80K depending on living style. You can verify these numbers with old couples surrounding you. If you go into you number frugally, the old couple instead can live a simple life just with the return from the assets/investment without withdrawing capital. In the worst case scenario their finance can last till their last day with combination of return from investment combining with partial capital drawdown.

Stock

2020-11-25 20:46 | Report Abuse

After sold at RM24 the other day, I still got balance. Enough for me to sell till 30.

Stock

2020-11-25 20:07 | Report Abuse

with consecutive 2 qrts of negative eps, have to say SAYURNANA to Edgenta

Stock

2020-11-25 20:04 | Report Abuse

very beautiful QR result with eps 28cts/qtr. Heading to RM30-RM36.

Stock

2020-11-24 21:10 | Report Abuse

I deem KGB's this QR result disappointing seeing a lot of others company's QR result increase by leaps and bounds. BY the way, I will still hold KGB tightly for the better result next qtr. TP RM2.0.

News & Blogs

2020-11-22 16:28 | Report Abuse

When biz is to close, a lot of time, its NTA will become liability as the owner needs to pay contractor to dismantle and scrap the assets such as machines, furniture etc before potential buyers have interest to buy the land and building. Thus do not believe in NTA when performing share valuation except few biz such as banking and insurance company.

Stock

2020-11-19 15:16 | Report Abuse

Bought more KGB at 1.55.

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2020-11-16 20:36 | Report Abuse

Long way to go to reach 2.70.

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2020-11-16 20:34 | Report Abuse

Sold MPI at 24. Reaped 77% return in 3 months. Thks Carsem, thks MPI.

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2020-11-11 17:09 | Report Abuse

Time is approaching to year end, do not know why this year JHM does not give dividend ?

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2020-11-11 10:54 | Report Abuse

Tortoise JHM at last breaks 2. Heading to 2.50...Gambetta !!!

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2020-11-05 14:53 | Report Abuse

Thks for the sharing. I have earned a lot from MI with your sharing. Tqvm.
I have high confident that I will repeat the great earning from Inari.

Stock

2020-11-05 14:46 | Report Abuse

Wow, very optimistic. OK I will keep half of my Inari holding along with you till 4.20. Gambetta!!!

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2020-11-05 14:41 | Report Abuse

Frying on what news ?

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2020-11-05 14:29 | Report Abuse

Aiya , I have missed the info. Anyway I will still stick to TP RM3.20-3.50.

Stock

2020-10-28 10:33 | Report Abuse

I will sell 1 lot with each RM1 increase. I do not have another 76 lots to reach Rm100. So let you to earn the super big profit at RM100. Cheers !!!

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2020-10-28 09:53 | Report Abuse

Q to sell 1 lot at rm24, my first TP.

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2020-10-26 18:00 | Report Abuse

york york : surprise that you are in VS too. Yes, I have the same target as you for VS at RM3.50, same TP for Inari. Don't know if you are in JHM too.

Stock

2020-10-26 17:52 | Report Abuse

Error, it is 3 months + instead of 6 months. Bought in Jul @ average RM1.58.

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2020-10-26 12:18 | Report Abuse

Sold all at 1.77. Profit rm8500. Enough to exchange for free spanner and screw at DIY for the whole life.

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2020-10-26 09:25 | Report Abuse

I q to sell at 1.80. Hope to see a match deal soon.

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2020-10-24 12:14 | Report Abuse

Many people said that PE 31 is very expensive. I have a different view. If we exclude the super abnormal MCO qtr Apr-Jun 2020 from the calculation, annualize the pre MCO 9 months, Jul 2019 to Mar 2020, eps would be much higher and PE is much lower. Almost all biz especially retail biz as DIY was very hardly hit by MCO qtr, including this abnormal MCO qtr into picture has distorted the true earning of DIY. What do you think ?

Stock

2020-10-21 17:58 | Report Abuse

wow RM3.70. I love this TP.

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2020-10-20 18:34 | Report Abuse

Junx : you can get the announcement of the approval thru Bursa Malaysia

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2020-10-19 18:37 | Report Abuse

Need strong Q3 as a springboard to reach RM3.50

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2020-10-19 18:34 | Report Abuse

Yes, RM14 is coming soon.

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2020-10-14 13:06 | Report Abuse

TP RM20 is within reach. Raise TP to RM24.

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2020-10-13 13:20 | Report Abuse

Not 5, but 3 years since Nov 2017. What can I help ?

Stock

2020-10-07 14:59 | Report Abuse

york york : another RM1 to reach target. Tqvm

News & Blogs

2020-09-23 18:38 | Report Abuse

If one does not have dream, it is alike salted fish.

Stock

2020-09-14 13:35 | Report Abuse

yorkyork: I do not have Elsoft yet, would you mind sharing more news on Elsoft ?

Stock

2020-09-14 13:32 | Report Abuse

One of the perspective of my judgement on a company is to see how busy is the biz of the company. I knew Inari is very busy since few months ago, but I only knew from your today's comment that Inari is running at full capacity since August. This is a very great news which strengthens my holding will goes even longer.

Stock

2020-09-14 13:18 | Report Abuse

Before you were born in this virtual circle, I have all in into Inari.