Invest1818

Invest1818 | Joined since 2013-11-15

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Stock

2013-12-19 14:52 | Report Abuse

Joel-U left out 2 more point ,6. Latex price predicted on continuous declining trend, 7. US Fed tap strengthening USD against RM which benefits exporter like Kossan.

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2013-12-19 10:15 | Report Abuse

Joel, did he say why? Kossan is not for speculate is to hold for longer terms for steady and gradually growth.

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2013-12-18 22:07 | Report Abuse

Joel good to hear you in the same ship ^^.

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2013-12-17 21:04 | Report Abuse

yeap assamlaksa I agree with you. fundamentally matrix is a value counter for sure. Have done some homework on checking on its fundamental compare to the others similar industries competitors. I love its strong GP margin and its strong cash flow. Not to forget its land bank as well. I'm holding this counter tight and i'm more optimistic, 3.80 is still low im looking forward at crosses over of RM 4. Just my own opinion.

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2013-12-17 12:04 | Report Abuse

ganneeneh-There is no quietly disposed , it has to be disclose to bursa and the quarterly and annual report shows if there is changes on the shares holding from the directors. Anyhow the amount is not large out of hundred of millions whom he is still holidng, is just merely 2m in value being disposed out 850k in units.

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2013-12-17 10:24 | Report Abuse

Hopefully the ESOS distributed to their staff will not see a large sell out. They should keep and continue to growth with the company.

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2013-12-17 10:17 | Report Abuse

Layman, despite of generous discount offered, Matrix GP margin is still standing very high, this means that they have bought their land banks earlier which is way cheaper. This is the fundamental value that contributes the continuance growth and outstanding performance from Matrix. 3rd quarter GP margin touches 49% , not many other property counters is able to achieve such.

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2013-12-17 09:30 | Report Abuse

genneeneh just disposed a little only, how many shares he is still holding. He can sell and buy back to break the resistance to push the price up before dividend pay out to attract more investors to follow the trend. Last two weeks notice some resistance and the price kept playing around difficult to move, this week sees large clearance ytd and someone buying in 2000 lots to push up.

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2013-12-16 21:16 | Report Abuse

Assamlaksa, how many land banks does Matrix has till it can last till 2022? can share?

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2013-12-13 16:58 | Report Abuse

Welcome Firebird, just hope our investment can realized from it as you know our current economic, everything is moving up. We need passive income to counter it and investing on good fundamental counters helps. Please do share here if anyone have any good recommendation counters. Harta is my best choice but is too high , hence I choose kossan instead with its strong fundamental continuous growth and strong management team as well. Its share price is sitting at the lowest among Harta and TG. I believe it will move back to its origin price before its bonus issue. Hopefully the Fed tapping will not strive a major impact to its but somehow for long run, this is definitely a value counter to look into.

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2013-12-13 16:30 | Report Abuse

Firebird, I cant jump to conclusion that all rubber products counter will be at good position but they should be moving towards an uptrend with such good pricing prediction on their raw mats support, it is still dependable on the coy financial fundamentals. I didn't study about Wellcal so I don't dare to give opinion. I'm just looking at the potential on gloves industry (a worldwide needs item)and with the current support of lower raw mats which comforts me on my investment to it. Firebird, please don't forget about competitiveness as well. I've no idea about hoses even I produce rubber products as I know competitiveness plays a vital role. You cant play with the selling price in order to remain competitive, you have to rely on the cheaper raw mats and your internal cost containment to survive. My solely opinion

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2013-12-13 15:56 | Report Abuse

latex and nitril is the core raw mats for kossan, if latex price goes down means higher profit. Rubber cant produce gloves is latex that produces gloves. The impact on the electricity tariff which everyone worries about is actually only causes short term impact. People will still continue to use gloves as is a necessity in the healthcare line for safety. Life still goes on and business still needed to be done. From my field on rubber production industries, I knew utility expenses is not a major expenses even though is one of a concern overhead whereas the major ones that worries them most is the raw latex commodity price. I assume with the lower latex price trend , the coy will perform even better in the next coming quarter. haven't yet to include their recent expansion on boosting up their sales volume from the new land acquisition. Why I presume a continuous drop on rubber prices is that Thailand plays a vital role on controlling rubber prices and with the current political situation in Thailand, how do you think the price will move. Without govt. intervention the price will move on with the demand and supply mechanism. China is the main consumption of rubber and is slowing down especially from the Tyre industries. Hence major datas shown rubber price is moving towards a downtrend.Solely my own opinion for sharing.

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2013-12-13 12:26 | Report Abuse

rubber price is diminishing compare a couple of years ago, I knew as I'm in the rubber industry, Peak price on raw latex sky rocketed back in year 2009 and currently back to norm. Projected further reduction in near future as Africa is commencing to plant further rubber trees which might cause a big impact over SEA rubber prices as the global demand increases from the Africa region. Just my own opinion on seeing the future prospect of it.

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2013-12-13 10:21 | Report Abuse

Harta is RM7++, Topglove is RM5++,with such strong financial fundamental and continuous expansion from Kossan, I would not think its share price will be less then Harta and TG.. Gloves industry are value stock unless one day there is replacement for gloves. Just my opinion.

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2013-12-10 16:20 | Report Abuse

haikeyila, how many lots u have bought on Titi?

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2013-12-02 11:18 | Report Abuse

wahaha, what makes you think this share is overvalue and will start to drop? Can share?

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2013-11-28 22:35 | Report Abuse

Have faith in Supermax, glove industry is solid, rubber price will be going down further due to rubber demands from china reduce significantly. Rubber price is one of the main raw materials for gloves. The continuous weakening of the ringgit against a stronger USD will boost up gloves exporters. All this are favourable sign. Gloves industries are riding with the wind now. If able to remain competitive, Supermax will be fine. 3rdQ results shows good results and indicates growth and staying competitive as well.

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2013-11-27 15:36 | Report Abuse

Teddy, i'm really sorry to hear that. As long as you haven't sell it u still cant deem it as a lost. So cheer up and keep it for a longer run. It's PE ratio is around 5 to 6 so is low. It's a potential good future counter and having appreciating lands around KL area. Just wait for it for a little bit longer and see how it goes if your cash flow allows. I'm speculating it today so I have to take the lost. This is how the game goes. Good luck bro.

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2013-11-27 15:21 | Report Abuse

Teddy, 1 lot is 100unit is only 18k, i'm not that rich bro, only able to go for 200 to 300lots at this moment so need to save it for Supermax tomorrow.

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2013-11-27 15:13 | Report Abuse

Teddy, sorry to hear that but i'm sure many of us here are having the same feeling like you. Either you head for longer run or you cut lost. I cut it coz I wouldn't want it to tie up my bullets so is all depends on individual choice. Make a wise choice either follow a speculator way or a value investor way. Good luck Teddy and I'm sure we will able to gain it back sometime in longer runs. Pls take cautious if falls below 1.65 , now resistance level is 1.67. Just my own opinion.

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2013-11-27 15:06 | Report Abuse

chrollo how many lot u bought? I bought at 1.75 (180 lots) sold at 1.66 =[. No one to blame coz speculating it.

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2013-11-27 14:40 | Report Abuse

Supermax Q report when will be out? Today or tomorrow?

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2013-11-27 14:19 | Report Abuse

chinyow, 180 lots. 18000 units

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2013-11-27 13:53 | Report Abuse

Adapt a 5% cut loss method to prevent major losses. If can sustain for long term then stick with it ,if not cut lost if can. Don't make it a one time no return. I have lost RM1.8k entering at 1.75 thought is a secure targeted price but it doesn't look good with all those high volume of selling playing at 1.72 to 1.76 and a sudden panic run down till 1.64. I have cut loss at 1.66. Good luck guys.

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2013-11-18 21:30 | Report Abuse

叶杰昌 go to HuaYang homepage, u will find a latest article from The Edge. According to the article, HY's landbank GDV at klang valley,Perak and Johor estimated at around 4.12billion and beyond FY14 they still have 3.05 billion in development to be launch. Hence the Management is confident that their earnings could be sustain over the next 2 to 3 years.

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2013-11-16 10:35 | Report Abuse

I certainly agree with you 4u2c.I have visited their few project sides which is currently being developed by HuaYang. The units are selling like hot cakes. Further they are focusing on affordable properties targeting the medium income group and first time house owner. No doubt if you compare their financial performance within the industries, HY is on a superior quality and with high potential growth. Shareholders need to be taken care of and I personally felt that HY Mgt is doing an awesome job with they proven track record on a high ROE. This is solely my personal opinion

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2013-11-15 14:17 | Report Abuse

HuaYang is very strong on its financial performance. I have more faith on HuaYang compare to Trop which is highly geared. Trop seriously need to improved its gearing close to its competitors to boost up investors faith on it. HuaYang is managing well and providing good returns, I'm sticking close to it and grow my funds with them. UP UP HuaYang.
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2013-11-15 14:10 | Report Abuse

Trop have to ease off their debt to improve on their gearing ratio. It will attract more investors to push up the price if the gearing ratio improves. Company is profitable but highly in debt. Real or Fake Datuk YKS, pls manage your company's debt close to your competitors, then your shares will be flying high. I'm waiting for your gearing ratio to decrease further before I invest more. I have faith on your company performance but not on your current gearing condition.