Aluminum price shot up very high.

any news ?

大家看到啦？这个家伙没事就长篇大论婆婆妈妈叽叽歪歪，就好象整天有一只苍蝇，嗡……对不起，不是一只，是一堆苍蝇围着你，嗡…嗡…嗡…嗡…飞到你的耳朵里面，救命啊！
所以呢我就抓住苍蝇挤破它的肚皮把它的肠子扯出来再用它的肠子勒住他的脖子用力一拉，呵--！整条舌头都伸出来啦！我再手起刀落哗--！整个世界清净了。现在大家明白，为什么我要杀他

Philip : it is grateful that there is still few genuine and good writer as you in i3.

Cyn's comment is absolutely true. One point to add is that its the liquid CO2 is the another pillar of KGB and the one with very fat margin.

nampaknya kuning sikit walaupun saya bukan faham sangat.

Harga turun pula walaupun eps cantik. Makan bubur atau nasi bergantung pada VS. Jangan main saya lah.

Very quick, just value it at PE 30 x 14cts=RM4.20. Or wait for extra contribution from the new factories in 2021.

Wow, RM 4.20, very attractive. Then i will sell 10 lots every 10 cts up from 3.50 till 4.20.

RM3.5

NP=RM647 mil. Eps 3.56cts. Annualize Q1 eps with assumption that no further growth, eps 3.56x4=14cts. PE 20=RM2.80, PE 25=RM3.20. Gambetta!!!

Today, added another 7 lots KGB at 1.57

Insas is the biggest value trap in Bursa, you can buy and hold forever just like buying Da Ma Cai, chance to earn big is always there buy it never materializes to you.

Now, the reason is now very explicit why a lot of SBB and shares purchased by LWC and Tropicana.

1.8 cts after confirmation from announcement in Bursa Malaysia

Wow, you are very confident on prlexus. 精神上支持你。

JHM's fall is due to its underperformed QR announced last month. The market was expecting an exciting result(Q3) after MCO and also an extra earning from its long-talked about of its new orders and expansion. The announced Q3 result disappointed all resulting people losing confident on its growth prospect, thus exiting JHM.

Hi: does Yongtai-PA entitles for the proposed bonus issue ?

How much sales of SMIC comes from US market ?

Tq, true, it is very good luck to have KGB at 1.8 as the price will definitely go higher in short future

Added 10 more VS at 2650.

Opportunity to collect more VS. When others fear, we buy with educated analysis on its fundamental. To excel, see thing which ordinary people can't.

「等著你回來」~ 蔡琴
https://www.youtube.com/watch?v=c4FlnlN4Moo

Poor QR due to covid 19 induced slow sales. Share price will very likely adjust downward. Have to hold till next QR. Just take the dividend as consolation.

what!!!18 cts div ? After checking thru Bursa, it is 1.8 cts, typo error in i3.

Insas is a classic example of value trap in equity market.

Waiting to see this explosive sales of Iphone 12 being translated into beautiful bottom line of Inari which is the most effective catalyst to raise price of Inari

5+ years only. Mid term.

I expect bonus issue coming soon, projected from Inari past record. It had given me 3 times bonus and 1 right issue.

How much does F&B biz contribute to its rev and net profit ?

tqvm. get you.

do not hold me accountable

yy: I sold Prlexus in Aug20, but I am still keeping tone of Magni. Please share more about Magni as it is a Pg company which I believe you have a special inside networking. If you do not mind, pls share in thread of Magni. tq

York York is a 达人 in pg semi con circle. We should thks him for generously sharing lot of insights of pg semi con industry. VS is not in Pg. I invest in VS via another network.

hope to hear your insight on expansion of WD, Micron, Lam Research, Bosch and B Braun.

KGB for its explosive growth on UHP-related job awards from SMIC, WD, Micro, Lam Research. You should know them very well as all(except SMIC) are located in Pg.

and KGB

and 1.76

added again at 1.79

yy : tq. I have tone of JHM, and is now disposing JHM batch by batch due to its not exciting latest QR. I am switching to and accumulating more and more VS.

what a big miss that only added 10 lots at 2.35 2 days ago

yy: i don't get you. R u recommending UWC ?

You will sure get 100% return from KGB. I bot in too early at 1.25 in Mar 2019.

YY: Tqvm. I will pass this time on prlexus. Waiting for your next great recommendation.

prelexus does not have good biz model. Its facemask is a marketing gimmick. Its garment is not making profit for few qtrs already. I have painfully cut big lost in Aug , -34%. Watch out and good luck to you.

rkg : tqvm. That makes very good sense explaining the long stagnant price movement of Serba. I do agree with you rather than the common rationale on Awang.

RM3, I kaya.

I do have a bit concern that the correct price spike up is caused by market hype on vaccine-dry ice which is very murky and uncertain. I will hold up firmly not to be swayed to sell KGB for short term quick profit.

I invested into KGB for the rapid expansion of semicon industry where KGB main revenue relies on. Another attraction of KGB is CO2 liquid in Kerteh. Dry ice is just a very new blue sky bonus to the investment thesis of KGB.

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!!!