TOPGLOV Weekly Momentum!
Indicator:
SMA200/50: @0.90 Convergence!?
Hidden Bull/Bear Divergence!?
Buy/Sell: Neutral.
Mr. Market: Positive/Negative News, unpredictable: 10Y US bond above #4%!? Traders are limited!?
Trade at your Own Risk/Reward!

CORAZA Weekly Momentum!
S1: 0.65.
Pivot: 0.675.
R1: 0.72.
R2: 0.775.
Overall Call: Green!
Buy/Sell: Own Risk/Reward.

CLOUDPT Daily Momentum!
S1: 0.495.
Pivot: 0.515.
R1: 0.55.
R2: 0.585.
R3: 0.63.
Trade at your own Risk!

EDELTEQ Daily Momentum!
SMA 200 n 50: Indicate a Cross n green divergence!?
Pivot: 0.58
R1: 0.62.
Buy/Sell at your own Risk!

Latest News!
EDELTEQ has engaged lawyers to contest this action and the Anton Piller Order.
The Board has been advised that it has 'Good Grounds' to contest the Litigation.
The Board has also been advised not to disclose the contents of the Anton Piller Order until it is permissible to do so.
Business can be really challenging, but unwarranted to begin, from MI.
Neutral Sentiment!?

EDELTEQ Daily Momentum!
Closed @0.575.
Bear: 0.555.
Bull: 0.615.
Unwarranted Lawsuits!
"U guys settled at 'kopitiam"!
Pinang Judge.
Oscillator: Light Green!
Trade at your own Risk/Reward!

EDELTEQ: Daily:
Oversold: 0.55.
Technical Rebound!?
Trend: Neutral.
Bear/Bull:
S2: 0.475.
S1: 0.515.
Bull:
R1:0..575.
R2: 0.615.
Trade at your own Risk/Reward!?

InfinityTifanny
Standing strong at above 90 cents, now awaiting it to hit RM1 and above again.
Profit Taking Retrace/Pivot 0.90.
Trend: Light Green!?
R1: 1.00.
R2: 1.08.
Trade at your Risk!

TopGlov:
Swing Monthly:
S2: 0.65.
S1: 0.79.
Pivot: 0.92.
R1: 1.07.
R2: 1.15.
R3: 1.30.
Buy/Sell on your own Risk.

Supermx: Daily Trend;
Trader/Swing:
S1. 0.79.
Pivot. 0.85.
R1. 0.92.
R2. 0.96.
R3. 1.04.
Buy/Sell !?
Your own Risk!?

HAPSENG Market Value should be @4.00!? BUT;
Mr. Market -- he's kind of a drunken psycho!
Some days he gets very enthused, some days he gets very depressed. And when he get really enthused, you sell to him and if he gets depressed you buy from him.
There's no moral taint attached to that.” Buffett.

TOPGLOV Pros:
1. Past #20 years profit of around #4B.
2. COVID #2/3 years #10B.!?
Against #3/4Q Lost of above #500M!?
3. Average DIvidend but good bonus issued.
Cons:
1. Inefficient/reckless, Share Buy Back #1.45B
2. Should have spend its free cash, fast n efficient on automation, IOT manufacturing plants.
3. Must Expand faster into centralized, one-stop PPE products.
Not a buy/sell advice!?
Do your own research!?

https://www.bbc.com/news/science-environment-66313266
🙏🥴
PPE are always Needed!?

@0.510!?
Swing/Hold: #80/20.!?

Free Cash Flow:
Top Glove Corp Bhd, Kossan Rubber Industries Bhd and Supermax Corp Bhd were sitting on a net cash position of RM980 million, RM2.0billion and RM2.22 billion respectively as at March 31 this year!?
Gloves companies, mostly, the past #20 years of profits, cannot beat these #2/3 years of COVID profits!?
They can afford to lose another quarters, Kossan lost, 3Q; only #30M; against a profit of above #4.1B.
Cash burn are getting lesser, as demand/supply imbalance is slowly settled.
Important the management must make use of the free cash, to create the same manufacturing plant, here, like the one in US, by SUPERMX!?

Not a buy/sell call!?
Every investment/trade has risk n reward!?

Hooked some @0.610!?
Swing/Hold: #80/20.!?

Siow Looi
Supermax will be the first Malaysian gloves company in US soil. It can seize US & European market more quickly. Imagine the branding when it's producing in US. (MADE IN USA)
Quite a numbers of variables, sales to US continents n Latin America, EU countries, the logistics charges, exchange rates, etc.
Of course the first few months, probably around #18 months, Asset Turnover will gradually go up!
First #3/6 months, will have losses!?
Any other beneficial variables, we think the management should know better!?

myinvestor
Shares (mil) 2,720.62 and net cash 2.3b. roughly worth 85cent/share. How u get .0025 cent/share?
#2.3B, invested current term in:
1. Debt Securities
2. Money Market Funds n others.
Average yield is #3.6%, so roughly around that numbers!?
U can go to its Cash Flow Statement, roughly u calculate, plus other hidden expenses going forward!?

DividendGuy67
geary, I have 40+ stocks. The benchmark is 2.5%
Benchmark of #5/10%
Not more than #20 stocks.
Swing #20%! Sometimes need to
Cut -Loss! Numbers very important, no emotions for traders!?
Average single stock is #5%, to Cut-Win, to lower average capital allocated n higher DY!

Companies such as Top Glove Corp Bhd, Kossan Rubber Industries Bhd and Supermax Corp Bhd were sitting on a net cash position of RM271.63 million, RM1.98 billion and RM2.22 billion respectively as at March 31 this year.
Of course the Cash Burn going forward, the hidden bullish/bearish, divergence, nobody can assumed from past n present variables!?
At present interest rates are high, how much #% of interest are earned from current fixed, bond n other investments!?
Supermx #2.2B, roughly around @0.025/0.03/share!?
Only two gloves companies selling below its Net-Net; Cash/Floor Value:
Supermx n Comfort!?
Not a buy/sell advice, do your own analysis.

TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉!
Sold #50%!?
Will Buy/Hold, IF,
Retracing Down @0.82/0.83!?

Supermx!?
Hold/Swing: 75/25%!?
Present Cash/Floor= @0.84.!?
Plus Treasury Shares>@0.85!?
Next few Quarters, Hidden Positive/Negative.!?
Cash will burn after #15 years, if loss of #150M/year!?
Or can pay DY of #0.05/share for #15 years!?
Added!?

DividendGuy67
Hapseng is 3.2% of my portfolio. Don't bet the farm.
2 days ago
Sustainable n normal earnings/GDP growth product/service= Around #20, Bull Eyes!?
That's #5% of our average capital allocated on one right business, running by right management n selling at right price!?

geary
TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉!
Sold #50%!?

CNERGEN!
Hold/Swing #25/75.!?

HAPSENG!?
Hold/Swing!#75/25.!?
◉⁠‿⁠◉

TOPGLOV@Taiko!?
Hold/Swing=#50/50.!?
◉⁠‿⁠◉

"High rate era coming !"
FED would start to ease interest rates starting next year, all other countries would follow.
Hap Seng is a well diversified company with interests in plantation, property, credit finances, automotive, trading and building materials. Its earnings for the past 8 years were quite impressive with an average EPS of almost 40 sen. Average dividend payout was 31.25 sen a share. Such kind of company won't collapse so easily.
Actually its Financial Leverage isn't high, just above average.
More on asset class, it's normal to have higher leverage above 1.5/2.0.
Plus higher net margin n asset turnover, but at present unfortunately it's not good enough.
That's why they sold their overseas credit division, n par down total debt. Increase working capital.
Present high interest rates, is really bad for many businesses, that need higher leverage, or borrowing.
Usually for asset class companies, that can earn higher asset turnover.
Quite an efficient management!?

Return on Equity!?
Hap Seng Consolidated Berhad's ROE doesn't look that attractive. Although a closer study shows that the company's ROE is higher than the industry average of #7% which we definitely can't overlook. But then again, seeing that Hap Seng Consolidated Berhad's net income shrunk at a rate of 3.5% in the past five years, makes us think again. Bear in mind, the company does have a slightly low ROE. It is just that the industry ROE is lower. Hence, this goes some way in explaining the shrinking earnings.
Plus dividend payout was very high at #80%, n retained only #20%.
So its earnings growth seems to decline!?
However, when we compared Hap Seng Consolidated Berhad's growth with the industry we found that while the company's earnings have been shrinking, the industry has seen an earnings growth of #12% in the same period.
This is quite worrisome.
Forward earnings of EV car dealerships with Proton, n hotel recurring earnings, will be around year 2024 onwards!?

KClow
Hindsight.
Foresight! Q@2.88.

What is the fastest growing RV segment?
1. The camping community is no longer comprised of senior citizens and baby boomers.
2. Instead, the fastest-growing segment of new campers is Gen Zers and Millenials.
3. Since the start of the Covid-19 pandemic, more people than ever have been hitting the open road to head out on camping and RV vacations.
4. RV can be rented at much cheaper rates, as more Zoomers are renting for outdoor lifestyles.
5. Maintain Hold!
Right Business, Right Management n Right Price!?

pang72
Touch kenanga Tp2.50 the time to buy
Wait first
How they know, any Huge Data to support their Target!?
What's the Z Score, Hidden Bullish/Bearish Divergence!?
Any intuition from Heaven/Hell!?

Value Investing Must start at younger age group!?
For Traders, there’s no data like more data”.
Don’t ask why. There are so many variables to explain an outcome, and most traders underestimate the vast variables that influence asset prices.
No one really knows why. Thus, it doesn’t make sense to ask “why”.
Traders must diversify extremely more, plus the winning ratio is marginally Low!?
Reward will be fast, if u are Right !?
N losses can be Huge, if u are Wrong!?
Plus heavy Financial Leverage obligation!?

FLBHD:
1. Cyclical consumer products earnings/dividend growth #3.6%. Normal GDP or average 10Y bond rate.
2. Good Financial Leverage for manufacturer, but average Asset Turnover n Net Margin.
3. ROE>WACC.
Intrinsic Value: +/-@0.50.
Added!?

Jim Simons the Day/Swing Trader!
1. Find a pattern that seems like an anomaly.
2. The pattern must be statistically significant. It must have many trades and signals.
3. Don’t override the computer (you obviously can’t simulate or backtest that).
4. “There’s no data like more data”.
5. Don’t ask why. There are so many variables to explain an outcome, and most traders underestimate the vast variables that influence asset prices. No one really knows why. Thus, it doesn’t make sense to ask “why”.
6. Presumably, the win ratio is pretty low at about 51%.
7. Simons and the Medallion Fund conceal their trades. If an asset shows an anomaly at 11 AM, they conceal their trades by not buying precisely at 11 AM.
8.They use leverage because of their extreme diversification.
Leverage is the main reason for the returns.
Whale Margin Trading!?

Forward Ratio for HAPSENG:
1. Net Profit Margin is low.
2. Asset Turnover is Medium.
3. Financial Leverage Ratio is low.
Looking at various variables of earnings, dividend, debt, products n services, interest rates, perpetual growth rate or average 10Y, bond rate, n WACC!?
Intrinsic Value range:
+/-@ RM 2.50.!?

DividendGuy67. Thanks for your good advices!
It depends on individual, age, risk management, n temperament of investors/traders!
Rules of #50/50; #75/25, 80/20 n #90/10.
Stock, Low cost Index Fund, Bond, Swing Traders, n even Time deposit.

HAPSENG, last 2Q, Net Margin, Asset Turnover n Financial Leverage are considered low.
WACC probably much higher than its ROE!?
Plus business partners, restructuring of financial services n property!?
Others we don't know what's going on between insiders!?
Forward earnings, free cash flow, dividend, n debt, difficult to predict!?

HAPSENG has 6 business divisions, Sustainable n Cyclical consumer products n services!?
Market value range #2.00/3.00.!?
Hopefully, will add slowly, we don't know where is the bottom, unless earnings, is depleted or debt ballooned.!?

Earnings/Dividend Growth prospects is the Key!?
Plus Free Cash Flow n little or no debt obligation!?
HAPSENG is a diversified businesses, not easy to determine its actual Intrinsic Value.
Roughly in the range of RM 2.00/2.50, plus or minus!?

Bought a little!?

Rosmanku
qr rugi...dividen 2 sen
2 hours ago
FY still EPS #0.12.
Dividend RM 20/1K shares!?
Cyclical consumer products lah!?
Those invested must understand this business.
Floor/Cash Value @0.565.!?

Total number of shares still in treasury (units)
#11,730,632= RM 7.45M, approximately.
Free Cash #138.5M
Cash/Floor Value approximately,
@0.635.
Next Quarter, will be better!?

Singapore News.
Bivalent Vaccine.
All citizens, at present are advisable to get vaccinated.
Most important thing experts agree is to get a booster shot with the bivalent vaccines to bolster your immune system against the newer sub variants, like XBB. 1.5
Especially in Singapore, most above age 65, are advised to get injected with Bivalent Vaccine!?
Advisory messages have been sent, to all those who are qualified, after their 3rd/4th boosted, are more than 6 months.
That's how efficient n fast Singapore government is vaccinating everyone, after 6 months of boosted shots.
CNA Report.

DailyMail UK. XBB.1.5.
1. Strain has caused alarm in US over its quick spread and a rise in hospitalisations
2. XBB.1.5 has mutations that help it better infect people and dodge immunity
3 Experts told MailOnline strain is a 'wakeup call' and could worsen NHS crisis.
Latest UK News!?

COVID XBB.1.5!?
"We think it is because a larger population of people in Singapore have been vaccinated with latest vaccines and 3rd/4th boosters," he said.
That could be a problem in the U.S. China n other countries, unfortunately.

People age 65 and older are the most vulnerable to any form of the Covid virus. Yet, only 37.5% of that age group has received the updated omicron booster, according to the most recent CDC data.

The most important thing experts agree is to get a booster shot with the bivalent vaccines to bolster your immune system against the newer subvariants, especially in Singapore, most above age 65, are advised to get injected with Bivalent Vaccine!?

Almost everyone has COVID!?
Over the couner Flu medication.
The supply shortage was so bad that tech giant Tencent launched a Pandemic Mutual Aid mini app within WeChat to allow users to put up location-based posts about medication they urgently needed. Users who could spare medicines could choose to respond to these requests through the app.

Hospitals were completely overwhelmed. A friend’s wife was due to give birth in two weeks when a sudden COVID-19 infection led to irregularities in the baby’s heartbeat.

What he expected to be a routine hospital visit turned into a 72-hour nightmare. Beds were in extremely short supply, and partners were expected to double-up as caregivers as staff could not cope with the volume of patients, he shared.
Sooner or later, even u have the fourth boosted shot, u still can be infected, transmission is 1 to 18 person's!?

CNA Commentary:
Our Shanghai office emptied out as colleagues stayed home sick with COVID-19
Following a swift change in its COVID-19 policy, China’s major cities turned into ghost towns overnight as the population battled widespread infection and medical supply crunches.
Shanghai-based Singaporean Ye Jiayi gives us an inside look at the situation on the ground.

KUALA LUMPUR: Amid a concern over the rise of COVID-19 cases in China, all visitors entering Malaysia will have to undergo temperature screening checks for fever.

Those who are found to have fever, are symptomatic or have self-declared their symptoms will then be sent to a quarantine centre or to the health authorities for further checks.

In a statement on Friday (Dec 30), the country’s Health Minister Zaliha Mustafa also said that those who have been to China within the last 14 days of their arrival into the country will need to undergo the RTK-Ag test (rapid antigen test).

These samples will then be sent for genome testing if they are found to be positive for Covid-19, Dr Zaliha said.

https://www.channelnewsasia.com/asia/covid-19-travellers-china-curbs-tests-quarantine-flights-3172591
Uptrending!?