Hlt is the worse one.. hardly make any profit..

Now the pe for gloves is 70x to 90x.. 
Its quite alarming that the SC or bursa havent issue any UMA.. 

Previous bubble has a lot of retail investors caught 
This round again dangerous times..

Now the pe for gloves is 70x to 90x.. 
Its quite alarming that the SC or bursa havent issue any UMA.. 

Previous bubble has a lot of retail investors caught 
This round again dangerous times..

Now the pe for gloves is 70x to 90x.. 
Its quite alarming that the SC or bursa havent issue any UMA.. 

Previous bubble has a lot of retail investors caught 
This round again dangerous times..

Now the pe for gloves is 70x to 90x.. 
Its quite alarming that the SC or bursa havent issue any UMA.. 

Previous bubble has a lot of retail investors caught 
This round again dangerous times..

Now the pe for gloves is 70x to 90x..
Its quite alarming that the SC or bursa havent issue any UMA..

Previous bubble has a lot of retail investors caught
This round again dangerous times..

If the "property theme" continue next week , mct shld be good.. as its tightly controlled by ayala and low free float.. ample of cash..

should have sapu at below 8 to 10cents..

well, ayala i think long time ago, when they bought in, they offer 88 cents..to rest of the share they dont own..

https://www.nst.com.my/business/2018/01/320709/mct-ayala-land-ink-rm2025m-deal

now mct is just 20 cents... and ayala already control most of the share.. ~74%..
so they cld take it private, since now that the price is so low.

it will just cost them around rm$100 mil to privatised since they already control close to 75%..

urusharta must be a fool to sell at 7cents or 8 cents... they could have hold or approach ayala to sell their stake..

Yup mct has around $400mil in cash.. currently its still undervalue

can also look at sri trang agro, the #3 glove producer in the world after top glove and supermax..listed in thai and sg exchange...
its forward PE is just 7x
for a #3 in the world is super cheap..

can also look at sri trang agro, the #3 glove producer in the world after top glove and supermax..listed in thai and sg exchange...
its forward PE is just 7x
for a #3 in the world is super cheap..

can also look at sri trang agro, the #3 glove producer in the world after top glove and supermax..listed in thai and sg exchange...
its forward PE is just 7x
for a #3 in the world is super cheap..

can also look at sri trang agro, the #3 glove producer in the world after top glove and supermax..listed in thai and sg exchange...
its forward PE is just 7x
for a #3 in the world is super cheap..

i thought now cant short

Still its a bloody raya for bat

Sometime last minit they throw down

Got many hidden big players

But the share like kena attack

Kenanga TP around $10

the earnings drop by 14 cents this qtr which if annualised is 14 x 3 = 54 cents..
however today it already drop $1.30...

The result is actually much better than say comfort, while comfort has gone up 300% from 50 sen to near $3..
Supermax is the outlier result, better than all

Kossan i think just gone up ~50 % from 5.5 to 8.6..
Not as much as the rest like comfort , harta, top glove and super..
Possible $10 if the next few qtrs good..


CONFIDENT FY2020 WILL BE STRONG GROWTH YEAR 

* SEES DEMAND FOR PROTECTIVE GLOVES TO REMAIN ROBUST

QTRLY NET PROFIT 64.8 MILLION RGT

* QTRLY REVENUE 611.5 MILLION RGT

CONFIDENT FY2020 WILL BE STRONG GROWTH YEAR

* SEES DEMAND FOR PROTECTIVE GLOVES TO REMAIN ROBUST

Today volume is so huge
Can only be instituitional buyers like epf etc...

Epf is buying as a shareholder.. so its good news

Kossan is the closest to the leader topglov.. it produces a lot of gloves lol

Maybe $10 if epf keep buying

Uzma profit is still good...now still cheap

Glove co is like bitcoin now..

Its like ppl chasing hot baloon....
Some are trading at 70X PE

If OLH the boss alteady have more than 50 % , shld ask him why havent take osk private...the 10% stake in rhb and dividend is also enough for him rest of his life and generations liao..

In osk case they also can proxy the rhb and rhb dividend...as they have ~10% stake in rhb ... a very safe and stable dividend stake

Usually broker will go up in a bullrun market..
The next play possibly... u see kenanga and bursa already shoot up..

Osk and TA also might be coming

with the increasing volume in bursa...due to the penny and glove bullrun... 9 billion of volume some days..
will the brokers share benefit next from the commission (as bursa there is no closure during MCO)? look at BURSA share is increasing from 4.50 to 7.01..

Kyy jual ?

Apa sudah jadi oii..haha

yup..they supply chemical for all types of industry, including rubber and hygene/sanitization/detergent, lubricant, etc. and is a competitor for luxchem and ccm

Samchem is competitor of luxchem and ccm..
It supply chemical to various industries including rubber ...
So can "watch"...

Samchem
Share price : 71 sen
EPS: 8.75 sen
PE ratio : 7.4
Dividend yield: 5.6%

Its not small actually .. i think the revenue is higher than luxchem..

Fajar
Share price: 28.5c
EPS 7.17sen
PE ratio 3.27
Dividend 1.5c
Dividend Yield : 5.26%
Net Asset 83.3c

so still price reasonably

wellcall
EPS : 7.32sen
PE ratio: 10.87
Dividend:5.7sen
Dividend yield 7.17%

as expected homer simpson run up...

Teoseng
price 1.24
EPS 20sen
PE ratio 6.3X
Dividend yield 4.84%

yes you know, egg business is very good..
in tesco giant, all the eggs cleared out sometimes...

so teoseng is like one of the least impacted by covid and should be doing ok compare to other company..

people still eat egg for breakfast, lunch and dinner

yes, more fund manager should look at teoseng...

its one of the counter not much impacted by covid and mco, as the business is still running during MCO...

People buy and consume more egg... during and after mco

can see at tesco and giant all eggs sometimes sold out..

M+ research has a buy recommendation on Teo Seng with an unchanged higher target price of RM1.65. Base on target PER of 8.0x to its 2020 EPS of 20.6 sen.

Many people continue to buy and consumer eggs before and after the MCO..you can see in tesco, giant or other hypermarket the eggs are sometimes fully bought from the shelves..

Eggs is a good and cheap source of protein and now since ppl make their own breakfast at home more eggs will be consumed.

eggs demands also traditional increase during festival like hari raya etc...

the good thing is company continue as usual during MCO and so their business is not much affected as compare to some other industry...

in USA also due to covid and lockdown more eggs is consumed:

https://www.reuters.com/article/us-health-coronavirus-usa-eggs/us-egg-prices-hit-record-levels-as-pandemic-buying-boosts-demand-idUSKBN21E00L

during lockdown eggs is in huge demand..
u see many buying eggs ...
and also teoseng continue to operate during lockdown as its essential services..
so go for these company where there is no impact , and in fact more demand for their products..

homer simpson is good