Kanger is on the mend. The best is yet to come

G3's back

The next big issue in vaccination will be ability to work against variants. Hope Sputnik V which uses two technologies will be able differentiate and demonstrate its strengths there. Still got hope for Dpharma!

Substantial Shareholder, Dato' Sri Ngu bought 31 million units of Tawin on 4 Jun 2021, closing price of 0.15

China and Europe have made major strides into EV and American is also investing big so the demand for enameled copper, a key component in EV batteries will play out in the regional and global market. Tawin is poised to take capitalised on this market which is not only critical to meet the global climate change objectives but set to grow exponentially in the foreseeable time horizon. This is the underlying strength and strategic significance of Tawin given that there are not too many niche players here.

Copper is a great indicator of the state of the global economy, and in the case of Tawin, the EV battery sector which is set to explode in the foreseeable future.

Not too bad today, not too bad

Not many sellers at LU now

https://www.nst.com.my/business/2021/06/694931/duopharma-seals-agreements-supply-64-million-doses-sputnik-vs-covid-19

We have lift off?

EPF is moving in now

Q1 results not looking so great

Focus is in the business of energy optimisation and delivering energy efficiency solutions. With a PTB of around 6, and PE of 22, its has been discounted by as much as 50% in the last month. Focus markets, distributes, and sells industrial machines, abrasives, and processes across a wide range of industries including hotel and commercial buildings, it remains a highly viable business proposition.

Kanger is approaching its Goldilock postion. Once its vaccine kicks in, we should see more upside.

The crown jewel in DNEX is its hitherto loss making Wafer fabricator, Siltera. China and America is investing big in Semiconductors. Whether an M&A with Foxconn serves DNEX stakeholder's best interest or otherwise remains to be seen. The market seems a little uncertain this morning - hope to have more clarity soon

Discussion stage. Is Foxconn considered friendly or hostile?

dpharma is on an uptrend, perhaps not as dramatic as the rest

Kanger is still fairly priced backed by assets. Beside having a strong fundamental business based on sustainable bamboo, diversification into gloves, its access to Chinese market and its role in the WHO approved Sinopharm initiative will auger well for its continued growth,

No good news to boost the market. Generally down.

Still waiting for the "white knight". Actually it does not matter if the knight is black or white so long as he can save the day. Focus is not helping by keeping seemingly silent about what is going on.

Mostly retail traders like us buying and selling it seems. Focus seems to be guided by herd mentality

With the steep discount, a lot of shares have changed hands. Who is buying?

Focus Dynamics Technologies is an investment holding company which engages in the design, manufacture, and support of energy efficiency solutions, LED lighting, and industrial control systems and products for industrial and commercial buildings, lighting applications, electrical control products. The company also provides energy management solutions to metal processing, paper making, textile, plastic, chemical, hotel, commercial building, and other industries. In addition, it markets, distributes, and sells industrial machines, abrasives, and processes; and offers various support services, such as project management services, maintenance support, engineering conceptualization, system audit, energy saving services, and other support services.

Further, the company involves in the supply and trade of instruments for the control of industrial machines and processes; trades in industrial equipment; designs, installs, and implements automation systems for the energy resource based industries; and provides other related products and services. Focus looks like a well diversified company

Kanger is buying a 51% (controlling?) stake in building materials supplier Sung Master Holdings for RM94.8 million through cash (RM52 million) and issuance of 713.2 million new Kanger shares at 6 sen (RM42.8 million). This should significantly strengthen Kanger's ability to deliver in the building industry in the foreseeable future.

Something must be brewing ..

Reading between the lines, a lot has been happening.
Goreng with small fire - give Kanger time to settle and regrow.

Looks like 9 sen is an almost permanent landing spot for the past 2 weeks.

Gapped up today, with good volume, now hanging by a thread

Zuellig Pharma is also highly credible.

@grateful, finally

A RM227 million company taking on a RM423 million Grand Ion Majestic development in Genting presents a huge upside potential. So why is the price dropping?

Kanger has dropped a lot since September 2020. The sell volume has tapered so hopefully, those still holding on to it can look forward to some positive reprieve given the contract to build two blocks of serviced apartments for RM478 million in Genting Highlands inked between Kanger Ventures and Vegetta Champion

Alam is in the marine transportation support services and offshore facilities construction and installation, underwater services to the upstream activities in the oil and gas industry.. So there will be a small lag between the rising demand for oil vs demand for its services. It is sitting on and supported by its MA(200) with a Price to Book of around 0.39 presenting a buying opportunity.

Seems to be holding at MA(20)

Still waiting for Sputnik to land in Malaysia

Kanger has recently gone to the moon and back, so bamboo trees can have their dreams too. The company is fundamentally sound, reorganising itself and poised to go up along with the much anticipated economic rebound.

Volume was very strong in the morning pushing to 0.15 as was yesterday. Something is brewing

A M A Z I N G

MCT at 0.19 is a steal, think land banks and vaccine inspired recovery

Still above MA(20), volume down but the positive force is still strong. What's cooking?

Healthy buying volume today. Steel power!

@kaitan, Comfort is the cheaper of the two - they are also roughly the same size in terms of market cap. Ruberex has performed better in the past year to overtake Comfort. If Topglove goes up, the rest of the glove stocks usually follows by varying %gains. Going by PE, Supermx which is 10 times larger by market cap is cheaper at around 7.5 vs 18 for Ruberex and 11 for Comfort for a rough gauge. Generally speaking, established glove stocks are a good buy right now.

A lethargic day with some profit taking, hope 57% Director can take Mega Sun higher going forward with some more strategic initiatives.

With a market cap of $30m, landing a $5m contract is a big deal. Well done Key Asic!

1.62

Annjoo is a well diversified, value buy showing remarkable resilience in the face of a pandemic.

KUALA LUMPUR, Jan 4 - A 75 percent subsidiary of Ageson Bhd, Ageson Holdings Sdn Bhd (AHSB) has entered into a development rights agreement (DRA) with Menteri Besar Perak Incorporated or MBI Perak to develop 192.23 hectares of land in Batang Padang, Perak, to turned into a mixed development project with a gross development value (GDV) of about RM1.24 billion. -BERNAMA.. Any more news on this?

@vaccineneedgloves Thanks for the info. This discussion is very insightful already. With the Pandemic in full swing, duopharma is uniquely positioned to benefit from a breakout.

What is Duopharma 's role in vaccine procurement and distribution?

Steel is generally making good gains today