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2020-09-13 19:41 | Report Abuse
Jz saw the constructing work beside their factory near kamunting, a increase of 20% capacity by q1 next year on eyes.
2020-09-01 10:39 | Report Abuse
Sold half jz now, wish u all the best. Kambate...
2020-08-31 17:44 | Report Abuse
公司的账目都要经过专业的稽查公司审核,是不是做假账,我无法置评。至于对于管理层的能力,不是我一个人说了算。从eg-wc即将到期,可是投资者们对将它转换成母股,却显得兴致缺缺,我想这已反应出投资者们对公司的信心不足了。
2020-08-31 15:57 | Report Abuse
是的flyfly,我从来没有看好他们的口罩,是否赚钱也未知。当terence 60多仙走人时,我就预料到业绩不好了,现在连alex也好像蠢蠢欲动。滴汗...
2020-08-31 15:49 | Report Abuse
谢谢huitan的逻辑分析,我想会先放掉手上一半的票,毕竟这间公司的前景存在太多未知数了,竞争力也不如其他同行。剩下的票就等到下个qr再做决定。希望其他朋友继续赚大钱。谢谢!
2020-08-31 12:03 | Report Abuse
还有他们的短期借贷增加了近20mil,让我看了捏一把冷汗。让我担心moratorium period一过,单单interest expenses,就足以侵蚀了他们那单薄的profit。
2020-08-31 11:49 | Report Abuse
@huitan,谢谢提点!
那么对于eg一直攀高的inventories及receivables,会不会担心impairment loss会接踵而来?
谢谢!
2020-08-29 20:31 | Report Abuse
Anybody notice, the interest expenses only 900k due to moratorium(normally 2-3mil each Q), and they have a forex gain of 7mil. Which mean without these two benefit, the loss will even worse...
2020-08-29 19:23 | Report Abuse
@tracy123, forget abt the face mask, i dont think face mask can improve eg financial position. From the last two QR, undoubtedly eg financial deteriorated. Next qr mostly will be red again. Now i jz hope someone to goreng the price, then i will sell without hestitation.
2020-08-29 18:50 | Report Abuse
This counter share price oledi manipulated by the operator, not surprise if share price shoot up next week. But my view is, dont be greedy, 见好就收。As the share price can drop drastically if one counter have no fundamental support. Moreover, current price is far higher than pre-mco.
2020-08-24 12:42 | Report Abuse
For me, is BAD. Cos this guy tend to sell these converted mother share in open market.
2020-08-24 10:53 | Report Abuse
@huitan,
since u are very familiar to eg, may b u have insider news. Mind to give some hint about this week coming QR? TQ.
2020-08-04 19:49 | Report Abuse
The new substantial shareholder dato ong choo meng, izit director of Rubberex?
2020-08-04 19:24 | Report Abuse
Why chairman disposed share?
I bet coming qr in red, this month.
2020-08-03 21:26 | Report Abuse
Oh no, coming qr will be very ugly, i guess. Take profit tomorrow.如果来得及。
2020-08-03 13:17 | Report Abuse
rr88 Technical chart breakout target 5.68 hit. It will drop to below 5.00 from here.
Previous peak 4.20
Previous valley 2.72
Breakout target above 4.20 = 4.20 + (4.20 - 2.72) = 5.68
Current price 5.72
Sell !!
03/08/2020 11:24 AM
........................................................
According to rr88 formula, so now:
Previous peak 6.22
Previous valley 2.72
Breakout target above 6.22 = 6.22 + (6.22 - 2.72) = 9.72
Current price 6.22
BUY!!!
2020-07-31 10:57 | Report Abuse
Hush77 perhaps they should turn their factories into fully producing mask and maybe even gloves.. as that is the hot trend now...
31/07/2020 9:13 AM
Are u kidding, then all the EMS machine bought with hundred million ringgit within these 5 years from 2 times right issues can be thrown into salted sea loh...
2020-07-31 10:05 | Report Abuse
德国美国第二季gdp创纪录萎缩!
欧美是eg最大的出口市场,担心eg来临的财报...
2020-07-25 00:11 | Report Abuse
Since careplus deliver excellent qr, lets roughly estimate for comfort next qr based on ASP exposed by the management last AGM.
Capacity: 6 bil p.annum, thus 500 mil per month
Last year end Q1, ASP USD 22/1000 pcs
Rev: 500mil x 22/1000 x rm4.2 x 3mths = 138 mil (match actual)
Previous Q2, ASP USD 25/1000pcs
Rev: 500 mil x 25/1000 x rm4.2 x 3 mths = 157mil (≈153mil actual)
Coming Q, ASP USD30 -35/1000pcs, lets take USD 33
Rev: 500 mil x 33/100p x rm4.2 x 3 mths = 208mil (may higher since ASP increased 5 -10% every mth)
Let say net profit margin can reach 15% due to higher ASP
208mil x 0.12 = 31.2mil(estimate)
2020-07-24 08:55 | Report Abuse
I found the egcare face mask in mudah.my which priced at rm62 perbox, i dont think malaysian will buy it when there are other cheaper mask at the price between rm10 - 40. Anyway, any good news will be a bonus to me.
2020-07-20 18:56 | Report Abuse
For local mask market, i dont think EG can compete with china mask in term of price. I myself oso buy mask from china, i think most malaysian will do so. For eg investor, they better focus on their ems core business. I m quite worry to their cash flow next quarter.
2020-07-17 19:48 | Report Abuse
huitan, so u mean in coming months, eg will be goreng high high la.
2020-07-16 06:03 | Report Abuse
ok, thx.
Let see if u are correct in coming days.
2020-07-15 21:07 | Report Abuse
@huitan
0.95? That is issue price when subscribe last time, right?
What i mean is, if we convert PA to ordinary share, do we need to pay more exercise money, same like warrant?
TQ!
2020-07-15 18:36 | Report Abuse
@tracy123
Do we need to spend extra money if we convert the eg-pa to mother share?
tq...
2020-06-22 11:30 | Report Abuse
I_B, u really steady.
By the way, excluding forex loss, QR still recorded 1.4 mil operating profit, right?
2020-06-20 18:10 | Report Abuse
要说领导不好,但是看会2014年alex领导之前,公司的盈利更差。也是自从alex过后,盈利比较稳了,在sp的原有一间厂,变成现在的三间厂。在sp和b.kawan也各有一块工业地作将来发展。只是borrowing也变多了...haha.
2020-06-20 17:14 | Report Abuse
greedy, u are rational but interesting person in stock market, haha...
How do u think abt 8907 price on monday? BIG or small?
2020-06-19 09:46 | Report Abuse
@greedy4444 congrat, ur komark shoot up...
2020-06-06 10:50 | Report Abuse
http://esmtt.com/egcare.html
Their mask not the kind of inferior quality, but certified by the US testing lab. I think can penetrate into US & Europe market, just like most of their EMS products did before.
2019-11-01 14:29 | Report Abuse
看到roger的名字在30大warrant holder.
好样儿,行不更名,坐不改姓。
2019-08-31 21:52 | Report Abuse
Let's talk about latest quarter report.
Profit:
1.5 mil, eroded by 1 mil foreign ex loss, expenses on new product and minimum wage.
Revenue:
280 mil , new high! This still havent accounted the revenue generated by the plant that are shifting from Malaysia to Thailand. Seem like the revenue from new plant contribute it to the highest.
Don't forget the new plant just started operating on June. So, next quarter, when plant in Thailand normalized , added by new plant contribution, i predict the revenue can easily excess 300 mil.
Capex:
From cash flow statement, acquisition of prop and plant amount to nearly 100 mil for year 2019. Wow... That's encouraging! Normally it will bear fruit within few years time.
Borrowing:
Not much different from last year despite of the 100 mil CAPEX. Well done management control the cash flow.
Inventory:
Hit new high since the set up of IPC. IPC is a platform for EG to procure raw material with lower price cost before selling it to their customer without tax imposed. It's another income source.
Lets see how's the next quarter result.
* Please correct me if wrong interpreted. TQ.
2019-05-08 13:34 | Report Abuse
Should be another astonishing announcement in COMING WEEKS...
2019-04-03 21:31 | Report Abuse
今年肯定会有一番作为,因为孔明会南下借东风。kiki...
孔明东风AKIB也。
2019-03-31 20:44 | Report Abuse
China is stepping into 5g era. More and more 5g product will be in high demand.
2019-03-24 14:06 | Report Abuse
话说上个季报公布前,我梦见了诸葛孔明,聊了一盏茶的时间。
我问,公司最近动作频频,是否季报告捷?
他屈指一算,道:非也!表现平平。
我再问,近日公司表现如何?
答曰:受惠于中原与西域之争,订单排山倒海,应付不暇。
我又问:何以股价一蹶不振?
他答道:眼见今年时机成熟,将亲自班师南下借东风,只要东方一吹,股价必如燎原之火,一发不可收拾。
临别之际,我求先生为下半年开坛占卦。他言:天机不可泄露。
无奈,只好转问先生求签问财运。抽了签,打开一看...
上上签也!
翌日醒来,EG公布了季报,翻开一看...
先生所言甚是!
2019-03-23 15:08 | Report Abuse
5月开始将会陆续有利好出炉,下个财报会不错,增加了从vs转来的DYSON pcba订单,接着会公布新合约,然后又派dividend。
2019-03-01 15:11 | Report Abuse
dragonslayer Aiyo...not bad...ren qi improved again...ada orang baru mari...orang kedah kah...Tun pun anak pun mari kah....lol...aiyoyo...kikiki
01/03/2019 14:15
DS, mukhriz betul betul akan datang ke EG tak lama lagi!
Believe it or not? kiki...
2019-02-28 18:58 | Report Abuse
lot of company made loss in this Q.
Frankly, not easy for a company to deliver consistent revenue & profit like EG.
Stock: [RENEUCO]: RENEUCO BERHAD
2021-01-24 10:56 | Report Abuse
Warrant price(W)
Scenario 1 ( premium 10%)
[(W + 2.50) - 2.45 ]/2.45 = 0.1
W = 0.195
Gearing = 12.6X
Scenario 2 ( premium 20%)
[(W + 2.50) - 2.45 ]/2.45 = 0.2
W = 0.44
Gearing = 5.57X
Scenario 3 ( premium 30%)
[(W + 2.50) - 2.45 ]/2.45 = 0.3
W = 0.685
Gearing = 3.58X
I bet KPOWER deserve premium of 20-30% due to its bright future peospect, and oso its popularity so far.