Ha...normal employees with ESOS can buy n sell...But BOD/CEO/CFO...cannot Buy n Sell shares within that one month...only after quarter report is out on Mar 22...then they can decide...TQ.

Investment graded business...!!!
'Defensive Growth' Opportunities In Growing Medical Glove Market https://seekingalpha.com/article/4231751?source=ansh $ANSLY, $HRGHY, $TGLVY

Hehehe...Insiders invested plus SBB... average price... approximately...@<0.95...probaby at present price is well supported...GL to you...!!!

Hahaha...hit by thunderstorms...humans' brains decrease seratonin...feel sleepy...lah...Or course time to add... Oversold...almost zero already... technical rebound anytime... hehehe...!!!

Ha...Added...@4.32...!!!

Ha...Businesses aren't just so straight forward...a lot of walks n barriers...these are all challenges where people who are real fighters will try to break all those walls n barriers. So kiasu n kiasi...like most of our south neighbors...better hold a corporate jobs n earn a dead salary. Investing is almost the same...lot of probabilities n calculated risks...which businesses are 100% perfect...find me one...I will Sai Lang...!!!. Malaysian Chinese are one of the most daring n adventurous people...I wonder where some of them are...???...!!!

FA... wise you won't die... TopGlov is so well integrated... vertically n horizontally...I think its business model is Top...among all glove companies in Bursa... Looking at various variables...I estimate its PE multiple...@<30x is fair...of course with...@<20x... roughly us undervalued...Invest wisely...GL...!!!

Hahaha...RSI consolidating below...@5... Oversold position...time for some bottom fishing...added... Patience...!!!

Hahaha...I still remember May 2016... VS limit down below...@<1.20...n VS-WA was around... @0.20...company was doing SBB...plus insiders were buying hell a lot...so I also bought a lot. I waited for more than 2 years...but before that I already took back my initial capital. Before I bought back VS in Dec 2018...I still have my free shares from bonus issue of 1-4, May 2018. GL everyone...Be Patience...!!!

Aiyah...@goodiewilly...all public listed companies are bound to be attacked by outsiders sharks... these baby sharks swimming outside our insiders titanium cages in the big ocean... don't fear...we are protected by insiders killer whale...we only fear those insiders MEG...even whales also be eaten alive...!!!

Well I don't really like to invest n not trade in commodities related companies...where you don't invest long term...where they don't pay dividends n bonuses...these Investing are more on cyclical n turnaround plays. If you are good at it...go ahead...we don't look at all things like nails...n you aren't holding a hammer...good luck to you anyway.

Aiyoo...I have been rewarded with free warrant issued...1-4 twice...n bonus issue once...1-4 last year. Mind you the warrant free issue was within warrant itself...1-4...last year May. Every time I invested I always remind myself... don't love my investment...love my wife n children...I will sell when I have 100% capital return... that's I will take back all my initial capital. No matter...thus time I think I can make it again... because my initial capital plus my free shares...was very low... approximately its floor or support value of below 0.75 or 0.80...GL to you...!!!

Hahaha...where are those outsiders sharks n their gangs...VS has no insiders sharks n gangs...we are 100% protected by titanium cages...Stay invested...n you will be well rewarded probably with bonus issue of free share or treasury share...plus free warrant issue...if you guys n gals have strong conviction on VS. VS never abandon n disappoint me all these years since September 2015...GL n TQ...!!!

Hahaha...those who had invested in VS n VS-WA before knew very much how terrible its volatility was...its WA fluctuated from a range of 0.20 to 1.50...within slightly more than 2 years. VS around 1.15 to above 3.00...!!!... Don't expect too much this quarter report... probably will have the same scenario like before...How the price movements going forward...no one knows about it. It depends on some variables...1. Current quarter earnings, 2. Annual earnings, 3. News...new products, etc, 4. Supply n support. 5. Liquidity from low interest rates, 6. Institutions Investors n funds, 7. Market behaviours n sentiments during this time or after. So where are your gamble Price...n did you know enough...that your invested price is approximately mispriced...well time will tell...with all those variables n unforeseen circumstances...GL... everyone... TQ.

Oh...cannot tahan the lost...learn from Sifu KYY...he can tahan...64M lost...still so strong...86 year old...I respect him...fight another day... hahaha...!!!

Oh...I see... people who are too greedy...buy but never sell...when their target probably at above...100%... that's why... don't know what they doing here...blur like 'sotong'... hehehe...!!!

Hahaha...I knew it long, long, time ago... trembling...but I still profited so much from those sharks... especially its warrant after more than 2 years... hehehe...!!!

Hahaha...I live in Mariana Trench...I am MEG...loves to eat those bleeding sharks... hehehe...!!!

Hohoho...Hooray...Bottom Fishing...Stay invested...!!!

Oh...@goodiewilly...bros... what's your averaging up Price...@<0.85...i think it's... Okay...GL 2 U...!!!

Aiyah...limit down only...@<5%...I taught going to be...@20%...Sold half of my portfolios...now only have...1. VS, 2. TopGlov, 3. Inari, 4. Penta, 5. Cash Flow...hehehe... Patience is the key...to Sai Lang... hohoho...!!!

Ha... @Jackson Jiang...if your story or rumour is true...then VS n SKPRES have good chance to get extra contract from their failure...they are newcomer in OEM...they are doing Dyson air purifier n bladeless fan...these are unique products. That's why VS increased their production lines...to become overcapacity. VS has good prospects... hehehe...!!!

Aiyoo...I am having lunch...@wendyuong... TopGlov dividend policy is 50% of it's EPS going forward. So whatever the company EPS this year...you times 50% of it... that's the dividend per year. Company pay twice dividend. You should check on its financial statements. TQ.

Ha... newbies probably don't understand much about sharks...they are very smart people wearing nice clothings... emperor's clothing...if they win...they are good friends...if they lose...they all become enemies...to see who are bleeding to death first...zero sum games...n they play with huge Margins...going up like rocket...n coming down like atomic bomb...so where or what is your Investing strategy...!!!

Ha...TopGlov management is still top class... probably these sharks smell some blood in the sea... because of some unhealthy sentiments about TopGlov...so they are gangs...so we shall see... actually if you do your homework...just invest on weakness...Price is what you buy...value is what you get...GL...!!!

Bursa only have two excellent bankers...where they have above average ROA... assets play...1. Public Bank...2. Hong Leong Bank...those BODs are serious running their assets...there rest are below average... Probably Maybank is getting better now...but still lagging behind in terms of efficiency. TQ.

Aiyoo...where is this Kenanga from all IBs standard...top 1 n 2 Investment bankers are still Hong Leong n Public...n probably Affin Hwang... closest leveled playing field. Kenanga earnings growth is just flat...all these years...!!!

Top Glove positive on FY19 rubber glove demand | https://www.klsescreener.com/v2/news/view/501018

Ha...Added...@4.45...!!!...KISS...!!!

@(S = Qr) Philip...Wonderful reflection on TopGlov...I bought back again recently...It's a wonderful company with solid team management...GL...!!!

Hahaha... probably...Dyson newest beauty products...the one Skpres was contracted...but this one is Air-Wrap...so value isn't carved in stone...okay... reasonable or fair value...@<1.28... Undervalued...@<0.85...don't take it seriously... different people have different valuations outlook...GL...!!!

Good morning... Really can stop my heart from telling people to avoid...many times it's very difficult to read people mind n understand each person characters n upbringings. Sifu Buffett can understand people very well...n not many people can. A leopard never changes its spots. A person is a jerk before...even become rich also can't be trusted. Very, very few can change n become a better person. Btw don't ever buy red chips listed in Singapore, Malaysia, Hong Kong. Always read thoroughly financial statements...it's a language of business. Schloss never understand people like Buffett...but he read every financial statements thoroughly...at least 3 years financial reports. Of course we can't really understand 100%...no one can...at least 70~80% is good enough. There are unforseen circumstances...we don't know... especially those people who run the business n allocate company capital. Look out for increasing cash flow n retained earnings, n how efficient the company BODs make use of it... especially its Dupont ROE. TQ n GL.

https://www.nst.com.my/news/nation/2018/12/445400/long-wait-his-day-court

https://www.nst.com.my/news/nation/2019/01/447459/who-john-soh

Shark in King's clothing...!!!
https://www.businesstimes.com.sg/companies-markets/2013-penny-stock-crash-goh-to-plead-guilty-on-mar-20

Good...@goodiewilly... that's why VS is an investment graded businesses...those who like to play short term, momentum, or Whatever should learn from our famous...quarterly report Sifu...You win big...also lose big...a lot of reinvestment risks...Overall win more than lose... that's okay...go ahead. For me I only invest in good businesses...that create yearly cash flow...n not huge debt... that's very, very risky...there are many 'goreng' counters... probably the boss also 'goreng'...so they can leverage more from their bankers...but these boss probably are sharks in emperor clothing...not honestly running their business well. Even Nestle, Dlady, Carlsberg...also has 2 quarterly report in red...so sell...!!!...???...Invest don't gamble much...GL...!!!

VS...At least 5 Key Customers in serious negotiations...Promising earnings growth prospects... Probably by Dec '19...Jan '20... revised mean PE multiple 16x... Conservative estimate... EPS...@0.105...@1.68...Beyond that..probably selling at higher PE multiple of above 25x...Hold...2 to 3 yrs...GL...!!!
Reduced customer concentration risk seen for VS Industry | https://www.klsescreener.com/v2/news/view/500448

Apple: Value Depends On The Durability Of Brand In A Rapidly-Changing World https://seekingalpha.com/article/4246406?source=ansh $AAPL, $BRK.B

Hahaha... don't think negatively... think positively...GL...Good Luck to you miss_secret...!!!

Btw...i know many people want to know... including myself...exactly the valuation of specific business...but even you ask Sifu...Buffett, Munger, or Soros...they will say I don't know...It all depends on so many variables plus macroeconomic factors...But the crucial point is do you know enough or approximately your gamble price is mispriced or not... that's only a rough price to begin with...n the rest will be judged by by so many factors n variables... GL guys n gals...!!!

Usually I don't like to predict price movements...But due to few variables...VS is consolidating at present momentum...the first is its current quarter...the second are the news...the third is its annual report...n the fourth is how institutions investors will judge VS...provided these variables are aligned...then the next stop will be 1.17...then...1.25...n forward going...1.33...then it will move forward...GL...!!!

Mean Revenue for some VS full n sub assembly contract... Dyson~£4B...Keurig~$4B... Zodiac~$2B... Bissell~$1B...Epson~$10B... Panasonic~$70B... Hitachi~$40B...Valeo~€18B...LG Innotek~$8B...Or course need to estimate what are the contracted revenues VS could have profited from those products sales...in our earnings revisions...moving forward in 2 to 3 years...GL...!!!

Hahaha...That's life...you understand what you want n went thru life up n down... that's why all religions n philosophy are Great... including what type of strategy you use to win money...be it asset play, cyclical play, turnaround, whatever...if you can have good capital returns...go ahead... nothing is inferior...n nothing a person belief is small matter...the important things are those beliefs save their life, improve their skills, to be a better person to serve society as a whole...TQ.

Apple's China Woes https://seekingalpha.com/article/4246049?source=ansh $AAPL

@goodiewilly...VS...why so easy to get full assembly contract plus sub-contract...from such branded products like Dyson, Keurig, Bissell, Zodiac, Panasonic, Diamond, Seeing Machine, more than 15 MNC...n many more to come...So easy leh...n mind you please find out how much sales Dyson n Keurig make per year...!!!...GL...Guys n Gals...!!!

Hahaha...wasting my time...all these noises...my ear also polluted with some much dirts...need to wash triple times to make it perfectly clean...My...@0.75...300%...is my target...like I said before I was a Pig...in December...Still I am...!!!
https://www.businessinsider.com/druckenmiller-on-concentrated-bets-2015-4/?IR=T

Age of accelerations...well most retrenching probably is all about Automations n outsourcing...contract workers. There are probably a supply chain disruption...where workers have to take unpaid leave...n no OT...as you can see some downturn in smartphone n other OSAT products. Last year trucking was full now it is down 30%. Well Singapore are kiasu...society...long Q...under the rain n sun...for 12M Toto...99%...favour the house...Plus long Q for free popcorn...or anything that's free...!!!

Investing in an age of disruption | https://www.klsescreener.com/v2/news/view/497858

Patented branded products...by the time it is marketable lasted for around 7 to 12 years... Usually the duration is 20 years in US. A lot of calculated risks are involved in investing...so there are no guarantees that its earnings growth prospects revisions will be 100%. As Soros said many what is obvious at present is totally wrong...n nobody can predict the future outcome...it is all about calculated risk... probably 50/50...or maybe 60/40 will be very good...to start with...GL...!!!

So...we try to estimate the sales of VS...within these 2 years... conservative estimate probably come to around...4.5B from...10 key customers. So we get...225M...using 5% net profit margin. So average EPS is 0.125...multiple by 25x PE...so...@>3.00. Or you decide its average PE multiple...GL...!!!