investor77

investor77 | Joined since 2012-01-27

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Stock

2021-12-05 13:17 | Report Abuse

Wei Sheng, You make those who has bought Hiap Tek really angry. Already many investors are bleeding and suffering. Please dont post nonsense!! From 46 to 12 cents is too much.

We can accept is you can give your justifications.

Meanwhile please refrain from making foolish prediction.

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2021-11-23 17:30 | Report Abuse

half year, 15 cents, so full year 30 cents earnings. Price say 70 cents, PE less than 3. Dividends is 1.5 x 4 = 6 cents, divided by 72 cents is 1/12 is more than 8% !!!

Thus considered good share and undervalued !!

Stock

2021-09-14 15:02 | Report Abuse

There was stock split of 1 becomes 4, then bonus of 1 for 3, thats why NTA and Eps lower than previous quarter.

Caution, there were major shareholders selling recently, read at KLSE screener.

Stock

2021-08-24 16:27 | Report Abuse

Am Invest Bank gives TP of above RM1/

Possible restructuring and Syariah compliant to attract Funds coming in.

Results due soon.

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2021-08-24 16:14 | Report Abuse

Wow, suddenly share starts to move !! Today index up, mostly due to Bank Shares up.

MBSB, cheapest Bank share. FA good, gives dividends yearly, NTA i RM 1.22 !!

Good news coming as Volume shot up tremendously !! Maybe fantastic QResult ?

Has been stagnating for long time , sideways as Smart Money accumulating. Now, Bankers start to push ? Very strong support at 60 cents ?

Those want to try Call Warrant can try C-36 at 2 cents, or C 40 at 6 cents, with low conversion ratio and price, plus very long maturity.

Ini kali lah, hoot 9E !!

Tech Analysis good, as it shoots past 20 days moving average, shows something is cooking !!

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2021-07-22 17:11 | Report Abuse

Accumulation going on as from Charts, it is moving sideways, for a long time, and may cross 20 days m.a.

S wak shares, election coming also.

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2021-07-18 21:37 | Report Abuse

Star on Saturday stated Cash in Hand is 3.4bil, No of shareholders is 2.7bil. So there is cash of over RM1.20 per share. Dont you think Supermax offers value compared to Tech or other stocks ?

Tho ASPs may drop, it is covered by higher capacity. Hope price will recover and rise slowly. Star write up is very positive for Gloves.

Stock

2021-06-16 17:04 | Report Abuse

Actually what happened, pump and dump ? Like Focus and Timbwell ?

News & Blogs

2021-06-04 13:54 | Report Abuse

Calvin, dont you think Sarawak Plantation will be the one with most improvement after Ta Ann took over management ? Innoprise Plantation also offers value. Noticed you did not mention the large capital plantation like Sime Plantation, Genting Plantation, etc.

CBIP, MkH , SHC, also has plantation land. How large is the acreage under Eksons and its percentage contribution to overall profit as I thought Eksons is into property.

Have bought TDM, Swk Plant, for some time, but the price is on way down.!! Is there a ranking of which share is better ?

Thank You for your many informative articles which we enjoyed very much, and many have benefitted from it.

- Hope Gloves will not die but will taper off slowly as they are still cash rice with billions in their pocket !!

Top Gloves result very soon, shall reveal the truth about China Nitrile Gloves driving ASPs down.

General

2021-05-04 23:32 | Report Abuse

Dear Michael, very new to your Forum, but I see you have helped lots of people. Can I summarized your reco as follows.-
- Buy LKL, less than 39 cents, TP 40% profit,
- buy Astino, TP more than 1.60, within 2 weeks or more,
- buy Vizione, Vertice, Permaju, hold till July, sell if profit earlier.
Hope I did not miss any good recommendations.
Thanks for your help, Sifu. Lost some money playing call warrants on Gloves.

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2021-05-02 13:38 | Report Abuse

Risk of losing money after subscribe to rights !!!

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2021-05-02 13:37 | Report Abuse

When is the AGM? This share losing money all the while. Share can move only after Bank Pembangunan no longer 5% share holder. BPMB selling due to Court Case of CBT of it s Director ?

Stock

2021-05-02 13:22 | Report Abuse

Where is the logic of conversion at 55 cents when share price is only 12 cents ?

Why did Fintec buy so much at a high price ?

Is Saudee, MMAG, Macpie, Focus, all part of the Family where the shares were pushed up and then touched all time low ?

M Touche consolidated 10 shares to 1, now offering 6 rights at 10 cents, and 3 free warrants for 1 share, this will equal to 10 shares again. ! Back to square one ? Price of mTouche rose from 17 to 39 cents to induce people to take up rights ?

Is this a game they are playing to make people lose money ?

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2021-05-01 23:50 | Report Abuse

Does the rights issue document reveal the exercise price of Warrants to convert to Ordinary shares.? Why do they need the money for ? Their business is always making losses. Price pushed up from 17 to 39.5 cents to make people want to take up the rights ?

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2021-04-30 13:38 | Report Abuse

Seems Ex Px is 1.15, so adjusted price is RM 1.00 ? Still thinking, worth to take risk ?

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2021-04-29 12:32 | Report Abuse

1 bonus, 1 rights at 68 cents, 1 warrant. Can anyone tell what is the Ex price of the Warrants. Adjusted price after Ex, - 2.18 +1 bonus, +68 rights +/4 is 2.86/4, = 0.715 Correct me if wrong. last day to buy is on Friday, X date, 3/5 Monday.

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2021-03-08 22:52 | Report Abuse

Anybody can see from Balance Sheet, seems Cash per share quite high.

When is expected result ? Warrant price dropping steadily.

Stock

2021-03-06 23:02 | Report Abuse

If you care about others, you wont join shorties.

Already many losing money from buying around 10.30 after bonus of 1 to 1, till present price.

Think US will buy Supermax factory in US as they badly need Gloves. Biden needs a made in USA gloves. Supermax is also into lens making and also selling face masks besides Gloves.

ASPs for 2021 have yet to decline, so profit should be on the increase still. KYY has already sold all his shares, so less danger of forced selling or margin calls !!

Still believe Supermax is very undervalued as how low can it go when PE is very low, earnings increasing, high ROE, cash rich, high net profit margin, and demand outstrips supply.

Stock

2021-03-06 22:53 | Report Abuse

looking at charts, TG making double bottom, coming week will be bullish.

Results will be very good, at more than 3 bil net profit, eps should be high, in the 40 to 50 cents range, and 70 percent dividend payout ratio.

Hope the trend will change to bullish, price move above 20 days mov ave.

Stock

2021-02-16 17:18 | Report Abuse

Price will go up later. Many good news will be coming, just watch out. Present price bashed down by Inv Banks and JPMorgan to enable US govt to get cheap Glove shares as they want made in USA gloves.

Coming results will be v good with good Dividends.

Stock

2021-02-13 12:02 | Report Abuse

As the above article implies, US, probably taking over Supermax Factory in US under Maxter. as they face acute shortage of Nitrile Gloves !! That explains the reason behind JP Morgans ridiculous TP of Top 4 gloves at very low price.

Forbes article clear that gloves prices will still be up as demand far exceeds supply. Funny thing is, IB s give high PE to Tech Stocks as there is Chips shortage but not to Gloves even as it also face acute shortages !! 40> PE, compared to Gloves, <10x PE !!

Just compare the eps, and cash of tech stocks with gloves,- world s apart as Gloves fundamentals far outweigh Techs. Top Glove results out soon and those naysayers will be proven wrong.

Many Call Warrants, more than 10, will be expiring end February and that is why IB s pushing down prices. High time SBB come to play to support Gloves ridiculously low price and KWAP, EPF should buy more as cash rich Gloves will pay out hefty dividends.

EPF started buying millions of TG recently. Do watch out, something big will happen to Supermax soon.

Stock

2021-02-13 11:46 | Report Abuse

All the foolish people bombarding Gloves so that they can get it cheaper. Forbes article says it all, that Top 4 will be having good profit to churn out hefty dividends when interest rates are very low.

Compare with Tech stocks, Gloves also in short supply and earnings visibility is high, and yet D&O because of chip shortage, can have PE of 40 > times, but Supermax, TG only can have PE of < 10x, given by IB s.

IB s dont want many Call warrants expiring February to go up as they have to pay more !! Only reason prices going down despite solid fundamentals in all areas !!

Stock

2021-01-29 11:49 | Report Abuse

Market talk is that Supermax giving very good Dividend, and giving also free warrants.!!

warrants better as can see from Scientex, KPower and Scib, their prices jump up when closer to ex date. Most warrants limit up for two to three days.

Fundamentals very strong, qtr eps , say 50 cents, PE very low, high cash level in billions, listing in Singapore and hopefully in HK, ASPs still rising with highest margin among all gloves shares as using OBM and ODN.

Join forces and stop shorties from pushing down price, rumour because of take over at cheap price, as US wants made in USA gloves as Supermax has factory there under Maxter.

Good CNY ang pau !!!

Stock

2021-01-19 17:21 | Report Abuse

Hi, will there be any price adjustment after ex-date ?

What is the exercise price of free warrant ?

Watchlist

2021-01-14 17:17 | Report Abuse

Mr Ooi,

Happy to hear many subscribers made millions in 2020. Is your subscription still open? Can I have your e mail please. Thanks. Past subscriber.

Stock

2020-12-30 23:02 | Report Abuse

This event is just like Jaks, last time getting power agreement. Construction will take years before power is produced. Need partners as large capital is needed.

MFCB has fully produced power from its HEP plant in Laos, Jaks has already passed the COD date and testing second turbine for their coal powered plant in Vietnam. Refer to DK 66.

To me, Jaks better as profit is already rolling in, guaranteed for 25 years, whereas Toyo Venture just sign agreement !! It will take years to bear fruit. Jaks is cheap now as it has fallen from above RM1/.

Stock

2020-12-30 17:27 | Report Abuse

For year ending 30/6/21, assume eps same at 30 cents/qtr/ share, is RM 1.20/yr. Thus PE is 5 x at Rm 6 !! Very conservative estimate.

Only thing is Supermax does not have large SBB to support price. However, I believe, later on Fundamentals will still prevail as it is cash rich, ASPs still rising, increasing spot sales, and doing OBM and ODN, thus higher margin with high earnings visibility till end 2021.

Coming results will paint a clearer picture. In KLse, have to be contrarian in order to get profit. !!Already gone down from RM 11 after Bonus, how low can it go ? What do retailers want in order to be convinced this is one of the best shares to invest ?

News & Blogs

2020-11-23 15:28 | Report Abuse

Bought before. When auditors want to investigate, the stocks missing. Wont trust China stocks anymore.

Stock

2020-11-11 23:41 | Report Abuse

Dicky me, you can be really annoying. Give facts to substantiate the price going down. Dont just keep on repeating.

Of course everyone is entitled to form own opinion, but to keep on and on, really irritates everyone.

We all know EPF as well as TG CEO has been buying back own shares. So there is a rock bottom price, around RM 7.70, where he will defend it as it is really under valued. The price will never go down below this.

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2020-11-11 15:20 | Report Abuse

I dont agree with logic buying cheap Glove shares that have yet to produce, like AT !! KYY still has lots of Supermax.

If investors, retailers wants cheap shares of Supermax, Top Gloves, they can always buy Call Warrants, such as C 1A, 96, or some cheap but still good with reasonable premium such as C 97, C1D, C 1K. For TG, it is C81,84.

Its just like Mah Sing, when announce glove production. Price will eventually go down. Fundamentals will stand the test of time.

Nowhere in KLSE will you get the best share in terms of overall criteria,-very high earnings growth, net cash by billions, record earnings up to end 2021, high ROE, forward PE less than 10,as eps may touch RM 1.20, Div Yield 2%. What more do investors want in a share ?

Vaccines will also need more Gloves to administer !! Market of Gloves is worldwide compared to local Vaccines production, confined to Malaysia.

Stock

2020-11-08 23:28 | Report Abuse

Rights issue closing date, 12 th Nov. Up till now, have not received the Rights Issue Form from Malacca Securities, the underwriter, and from RHB.

Tried the Tiih.online, but cannot access the website !!

Thanks to DK66, managed to see the forms required, but have to print it as printer - rosak.!!

So, dont take for granted you will get the forms before the deadline !!! Hope can reach Registrar before deadline, now that it is CMCO time !!

Stock

2020-11-08 22:00 | Report Abuse

When you eat, you have to open your mouth, that is when Covid can spread from your friend who can be asymptomatic !! Seems Infineon has one or two Covid case, after disinfection, next day, go to work !! Top Glove has already issued statement.

Amazed at naysayers, one after another to push down price of Gloves shares. Now no more fear of Windfall tax, US will buy more Gloves and other PPEs plus lift CBP order on Top Glove.

Too many positive factors for Gloves vs negative factor of Vaccine only, so, Gloves should go up soon as it is so undervalued compared to Tech Stocks. ..

IBs should be afraid now to push down prices of Call Warrants, as there will be more willing buyers, now that the way ahead is much clearer !!

CEO said TG will be no 1 .in KLSE soon, and will give good dividends every quarter. So, capital gains and dividends for the smart investor, isn't that very good ?

Stock

2020-11-08 21:36 | Report Abuse

Giant Panda, if possible this comparison with tech stocks , should be made into a blog so that everyone can read and digest.

Many dont understand investors logic and mind set, chasing Tech Stocks that is highly overvalued, and neglect Glove Shares that are so Under Valued.

Supermax for instance has 2.3b in cash, very low forward PE of <10, higher ASPs, thus high profit growth every quarter, high ROE, very good prospect in a high demand industry, where lead time can stretch to > 1 year, high earnings visibility till 2022, offers 2% DY, etc.

Yet price has corrected a lot and lower than RM 12/ before Bonus of 1 for 1. !! I fail to see the logic of it being sold down, UNless many funds, institutions , have not bought enough, and are accumulating, before they push price up.

Stock

2020-10-27 23:31 | Report Abuse

Kindly go to Kenanga and Kenanga Oppurtunity Fund.

Fund managers with good performance has quite a large number of Glove shares, especially the - anak tiri, - Supermax.

Dont know why some IBs write ups, always dont have Supermax comparison, but will have TG, Harta and KOssan. !!

Maybe, they missed the boat and are accumulating, who knows ?

Stock

2020-10-27 23:21 | Report Abuse

PE 10 times, is a very conservative multiple, as it is Forward PE, assuming eps per quarter is 30 cents.

For next quarter, very unlikely for Supermax to have eps of 30 cents, it will be much higher. Actually realistic PE should be at least 20x for fast growing shares. Look at Tech stocks, their PE is at Stratosphere !!

Kindly notice that due to OBM and ODN, higher ASPs, highest margin, spot pricing, highest eps/ qtr of Gloves shares, do you think price will remain at below RM 10 ?

Actually, it still have not reached its highest price RM 12, despite very superb results. Maybe due to its dividend policy, some IBs do not cover Smx, low publicity, etc.

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2020-10-27 23:06 | Report Abuse

Top glove coming profit estd at around 2.5 to 3 billion net. Top
glove has many plus points, namely quarterly dividends, good publicity, highest production and component of KLCI.

One has to be patient to reap rewards. Noticed that Call Warrants C 81 and C 84 offers extremely good value and largely unnoticed by many with very low premium and many months before maturity.

Once again EPF slowly picking up as it offers good Div with which EPF uses to pay dividends.!! Believe that it still has room to grow and remember what CEO says, to be no 1 in KLCI, requires it to go beyond its highest price of RM9.70.

Stock

2020-10-27 22:49 | Report Abuse

Market is unpredictable. However, Harta price up after recent good results.

Hopefully market understands Supermax profit is increasing by leap and bounds. Q1 and Q2 eps is 30 cents each. Assuming eps for a year is 1.20 for 4 qtrs, with PE of 10, very conservative, Fair Value is RM 12.00 !!

Which tech company can challenge, 800 mil net profit for three months and increasing !!Yet price is below RM 10, and below the highest of RM 12. Its ASP is increasing, production of Masks to Canada, and contact lens also contributes to its profit.

Many retailers simply buy the cheapest Call Warrant, but actually with very high premium. To make maximum use of your limited money, Call Warrants C 1A, 96, 93 is a better bet. For cheaper CW, can try C 97 which really being sideways for a long time.

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2020-10-19 23:35 | Report Abuse

Supermax still undervalued. Most investors buying CW near the peak, still losing. Investors can consider C1A, 96 or cheaper ones like C 97, with low premium.

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2020-10-19 23:30 | Report Abuse

Top Glove C 81 and 84 seems good to ride on Top Gloves ascent.

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2020-10-15 23:23 | Report Abuse

last quarter, lady accountant sure net profit One Billion.

This quarter, believe that this will be achieved as there is roll-over from last quarter.

Supermax has yet to reach its highest price before bonus issue.!! Still has room to move up.

Stock

2020-10-15 23:19 | Report Abuse

how to access the private discussion room ?have forgotten how as already accepted. thanks

News & Blogs
Stock

2020-10-03 23:50 | Report Abuse

Those buying now is at cheaper price. Most of us bought before bonus issue at around RM22 ringgit. Most of Call Warants also at a cheap price and low premium, like C1A, C 97, C93, etc.compared to before Bonus issue.

Stock

2020-10-03 23:46 | Report Abuse

DickyMe, please quit spamming your 4 rgt TP. Your repetitive comment is boring.

News & Blogs

2020-10-03 23:37 | Report Abuse

PM, would like to be in private discussion group. Thanks.

Stock

2020-09-23 16:28 | Report Abuse

Why sell a good share that will anounce record Rm1.2 bil minimum ? Plus other good points.

Can team rocket give another share with solid fundamentals like Gloves ?

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2020-09-23 16:24 | Report Abuse

It warrants can convert to Mother at 20 cents, so sell, buy WB, change to Mother, and you still have the share.!!

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2020-09-22 23:46 | Report Abuse

From TA, looks like bullish engulfing pattern, meaning it can go up.

Malaysian investors are funny, everytime penny stocks announce MOU, or negotiations for Gloves, Vaccines, price will go up on expectations !!

Big 4 Gloves, they sell down, even with proven very incredible results, especially for Supermax coming this mid October !! All Gloves AGM say same thing, - ASPs increasing, long lead time, Spot order increasing at higher price,difficult to meet the high demand.

Very high probability Supermax Q1 year 2021, will exceed expectations and achieve record profit of around Rm1 bil or more!! Remember, its last quarter profit was already 400 million, and based on TG recent results, increased by 4 times last quarter. What more with profit from last quarter, realised only in this quarter. Moreover, it is not afffected by US CBP restraint order as it is a lucrative market.

For those with limited funds, can try Call Warrants as it has already fallen a lot and still has ample time period before maturity. C 96, C 97, C 93, C 1A offers fair price, has volume and with reasonable premium. Cheap ones with higher premium are C1D and C 1K. Please do check with klse screener or i3 investor under warrants before you decide.

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2020-09-22 23:29 | Report Abuse

Dont worry, our market sometimes do the opposite, Top Glove will go up !! Believe Rm 9 will be its target before further up !!

Those with limited funds can try call warrant that is cheap, but premium is fair for its price, namely C 81, and C 84.

Check it out yourself at KLse screener apps or at i3 investor under warrants.

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2020-09-22 23:17 | Report Abuse

Dont believe dickyme. With TG boss buying back at around RM8, it is almost not possible for TG to go down to RM4. '

It is a safe bet that since supported at RM8, price can only go up. Have faith that TG and Supermax price will rebound.

TG has the biggest capacity and net profit, but Supermax will have higher profit margin and higher earning per share due to its smaller number of shares. Supermax fair price should be above RM10, as before bonus, price already reached more than RM22.