NIHSIN-WB at delicious discount to mother share too

ASIAPLY-WB at delicious discount to mother share

Warrants B (ASIAPLY-WB) expiring on 12 Dec 2022

Warrants at good discount to mother share

If apply 5% discount, warrants should be 9.5 sen now.

Yes, warrants trading at 13% discount

Rakuten wrote a report on Scomnet today. Uploaded to Telegram channel @worthystocks

SCOMNET - No worries, growth is intact! [$$bill]
https://klse.i3investor.com/blogs/dollardollarbill/2020-07-01-story-h1509682599-SCOMNET_No_worries_growth_is_intact_bill.jsp

Selling down because wanna wash out retailers. It's a tactic used when a big buyer wants to buy a substantial stake but the shares are tightly held. Investment funds probably trying to collect shares. Don't give your shares away!

Good sign is the boss continues buying from open market. On 29 Jun bought again. Avg price 20.35 sen.

Ok guys. Just went through the Q1 report.

No big deal. The losses mainly due to fair value loss of RM5.1mil.

It’s just paper loss.

Explanation:

Ni Hsin owns 14mil shares of Caely which is also listed on Bursa. Caely share price at 31 Mar 2020 is lower vs. 31 Dec 2019. So that’s how the fair value loss came about, the difference in value of Caely share on 31 Mar 2020 vs. 31 Dec 2019.

On the balance sheet, Caely shares is under "Other investment" item.

The MD suddenly buy shares from open market on 26 Jun. See bursa announcement. Good things to come?

Back in the green. Let's see it close above 1.20 today

Might bounce back like AT Systemization haha

Scomnet main customer Edwards Lifesciences Corp market cap USD43.25 billion (RM185 billion)

Top Glove mkt cap RM42bil

4x bigger than Top Glove

Anything below RM2 just collect and hold long term

Rare gem healthcare stock with strong growth prospects. Bursa lucky to have this stock listed on their exchange. Fund managers love this type of stocks and they can go crazy and even pay 100x PE. Rather buy Scomnet than boring IHH.

Edwards SAPIEN 3 Transcatheter Heart Valve Receives Approval In China

IRVINE, Calif., June 8, 2020 -- Edwards Lifesciences Corporation (NYSE: EW), the global leader in patient-focused innovations for structural heart disease and critical care monitoring, today announced that it has received Chinese regulatory approval for the Edwards SAPIEN 3 transcatheter heart valve for the treatment of patients suffering from severe, symptomatic aortic stenosis (AS) at high risk for or unable to undergo open-heart surgery.

China will be another growth driver for Scomnet:
https://www.edwards.com/ns20200608

Should be transferring from ACE to Main Market this year.

Because of Brahmal emergence, unit trust funds also started to take notice of Opensys and should be on buying mode.

Brahmal probably wanna collect at least 10% stake in opensys. Tightly held so he has to push price up to collect more.

If announce on bursa transfer from Ace to Main market another jump

Wonderful

Rakuten report on Opensys can be found on telegram channel worthystocks

Brahmal should be still buying?

Rakuten featured Opensys today with 70 sen TP

Opensys should be moving to main market this year right?

RGTBHD (9554), riding on sanitiser dispenser demand caused by Covid-19
https://klse.i3investor.com/blogs/dollardollarbill/2020-06-01-story-h1507950107-RGTBHD_9554_riding_on_sanitiser_dispenser_demand_caused_by_Covid_19_bil.jsp

Penta power

RGTBHD (9954), the newly discovered Covid-19 thematic play
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

Sanitizer dispensers in demand as shops, offices open for business
http://toi.in/P9zAdb/a33gj

Latest Shariah-compliant securities list, to take effect on 29 May 2020:

https://www.sc.com.my/api/documentms/download.ashx?id=dd80630a-6dd5-45ae-bedb-75f0586fe3ec

Pentamaster, Shariah funds ready to pounce [$$bill]
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-20-story-h1507749134-Pentamaster_Shariah_funds_ready_to_pounce_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

The Star finally picked up on the ventilator story. Better late than never.

Those looking for a covid-19 play should also look at RGTBHD

RGTBHD (9954), the newly discovered Covid-19 thematic play (https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp)

Newell Brands Inc 1Q 2020

Rubbermaid Commercial Products (sanitizer and hand soap dispenser) is under Newell's Commercial segment, which is doing well due to covid-19.

https://ir.newellbrands.com/events-and-presentations

"Consumer demand patterns. As the quarantine phase of the pandemic has taken hold, consumer purchasing behavior has strongly shifted to certain focused categories. While certain of the company’s businesses benefited from this shift in the first quarter, including food and Commercial"


Listen to their 1Q 2020 conference call webcast (https://ir.newellbrands.com/events/event-details/first-quarter-2020-earnings-webcast)

Go to 8:00:

"Rubbermaid Commercial Products also saw an improved topline trajectory in 1Q with strong demand for hand sanitizer and washroom products..."

15:14:
"Our Commercial business is also poised to have a strong second half. They have a strong order book and we believe we'll be able to fulfill these orders in Q3 and Q4 as supply constraints ease....."

57:33:
"Commercial in the first quarter was clearly a big winner..... the order book is very full. But there were especially on things like sanitizer and stuff......But as we are expanding capacity, we think that over time we'll be able to fulfill that."

Newell Brands Inc 1Q 2020

Rubbermaid Commercial Products (sanitizer and hand soap dispenser) is under Newell's Commercial segment, which is doing well due to covid-19.

https://ir.newellbrands.com/events-and-presentations

"Consumer demand patterns. As the quarantine phase of the pandemic has taken hold, consumer purchasing behavior has strongly shifted to certain focused categories. While certain of the company’s businesses benefited from this shift in the first quarter, including food and Commercial"


Listen to their 1Q 2020 conference call webcast (https://ir.newellbrands.com/events/event-details/first-quarter-2020-earnings-webcast)

Go to 8:00:

"Rubbermaid Commercial Products also saw an improved topline trajectory in 1Q with strong demand for hand sanitizer and washroom products..."

15:14:
"Our Commercial business is also poised to have a strong second half. They have a strong order book and we believe we'll be able to fulfill these orders in Q3 and Q4 as supply constraints ease....."

57:33:
"Commercial in the first quarter was clearly a big winner..... the order book is very full. But there were especially on things like sanitizer and stuff......But as we are expanding capacity, we think that over time we'll be able to fulfill that."

RGTBHD doing medical devices.Reminds me of Scomnet...

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play [$$bill]

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

Pentamaster, Shariah funds ready to pounce [$$bill]

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-20-story-h1507749134-Pentamaster_Shariah_funds_ready_to_pounce_bill.jsp

Every end-May and end-Nov, Securities Commission will announce List of Shariah-Compliant Securities.

Shariah compliant funds/unit trust will start buying Penta.

- the group recorded 95% yoy sales growth in the factory automation solutions (FAS) segment, mainly driven by higher sales in the automotive and consumer divisions, which grew by 51% and 28%, respectively. Moreover, Pentamaster also registered a surge in medical device sales from RM470k in 1Q19 to RM12.5m in 1Q20, mainly due to recognition from TP Concept, which was acquired in Sep 19.

CIMB analyst report today 18 May:

- We see re-inclusion into Securities Commission’s shariah list, bonus issue exercise and 3D-sensing proliferation in smartphones as potential catalysts.

- we are encouraged to learn that the group has not experienced a cancellation in orders amidst the challenging operating environment. Moreover, we believe Pentamaster remains an attractive proxy for 1) rising 3D sensing penetration in smartphone, 2) increased IR 4.0 adoption in the consumer and industrial segment through FAS and 3) proliferation of electric vehicles and autonomous driving in the automotive segment. Finally, Pentamaster also has a strong balance sheet with net cash position of RM423m (RM0.89/share) to weather the near-term uncertainty.

- We see the potential near-term pullback in share prices as a good opportunity for investors to accumulate the stock given its attractive growth prospects beyond FY20F.

Pentamaster, the undiscovered Covid-19 thematic play
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-13-story-h1507029344-Pentamaster_the_undiscovered_Covid_19_thematic_play.jsp

Pentamaster, the undiscovered Covid-19 thematic play
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-13-story-h1507029344-Pentamaster_the_undiscovered_Covid_19_thematic_play.jsp

Many stocks have gone back to early Mar levels. For Suria this means RM1.20++