sense maker

kcchan270871 | Joined since 2010-10-04

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Stock

2020-11-26 17:58 | Report Abuse

Dlady should be valued at RM20.

Stock

2020-11-26 17:57 | Report Abuse

Powderfull results!

News & Blogs

2020-11-26 11:24 | Report Abuse

Check properly the dividend!. Every quarter without fail It gave 1sen, and then reduced it to 0.5sen. How could you be so careless as to say dividend a year is likely 1.5sen?

Stock

2020-11-25 20:29 | Report Abuse

The share price movement is as good as it GETS.

Stock

2020-11-25 19:05 | Report Abuse

Kyy is promoting supermx non-stop. A sign of desperation. His trick is by now well known to others.

Stock

2020-11-25 19:02 | Report Abuse

Jovinsee is conveniently missing in action.

Stock

2020-11-24 15:01 | Report Abuse

Everyone is missing jovinsee.

Stock

2020-11-22 11:51 | Report Abuse

The RM9b borrowings will take 9 years to pay off if it can produce RM1b operating cash flow a year. No dividend for the next 3-5 years at least and the current valuation of Armada isn’t cheap, or expensive.

Stock

2020-11-21 11:26 | Report Abuse

Share of profit of associate dropped a lot in Other Comprehensive income because of impairment loss in property development segment.

Stock

2020-11-21 10:46 | Report Abuse

Hit hard by cmco.

Stock

2020-11-17 23:21 | Report Abuse

Supermax will drift towards RM4.44 post Covid 19.

Stock

2020-11-17 19:01 | Report Abuse

Kyy will have to write harder.

Stock

2020-11-16 19:47 | Report Abuse

Emco may be extended beyond 2 weeks.

Stock

2020-11-15 22:42 | Report Abuse

A company in net debt is raising rm150m cash thru private placement to set up a glove factory and will make rm150m net profit a year and therefore should now be valued at rm3billion. Omg, How many believe in this Kky’s absurd guesstimate and valuation?

Stock

2020-11-10 20:36 | Report Abuse

Kyy will have to write better articles to promote harder. Haha

Stock

2020-11-09 11:19 | Report Abuse

Insurance industry is very competitive nowadays.

Stock

2020-11-09 09:34 | Report Abuse

It all boils down to asset quality. If mbsb previously extended too much political and uncommercial loan, non-performing loan will continue to wipe off its previous earnings for many quarters to come if biz climate remains challenging in Msia.

Stock

2020-11-04 12:29 | Report Abuse

This is like Ah long biz, super high margin. The only worry is widespread default, which could be just starting. Impairment of receivables can wipe out Current and previous profits in coming quarters.

News & Blogs

2020-10-26 19:27 | Report Abuse

Many are still trapped in the lion den.

Stock

2020-10-19 12:13 | Report Abuse

Is it believable for the company to have sold and will be able to sell RM1b worth of affordable houses and make RM300m operating profits a yearly In the current economic environment? Is it real and is it maintainable? I always doubt.

News & Blogs

2020-10-10 22:02 | Report Abuse

DIY valued at RM10b is the mother of all burgers.

Stock

2020-10-05 22:46 | Report Abuse

He is eyeing RM120 a share in next few years.

Stock

2020-10-05 22:45 | Report Abuse

i3 no longer bragged about his Dead Lady for so long.

Stock

2020-09-17 16:17 | Report Abuse

Kyy will write tonight: why you should not sell top glove shares. Haha

Stock

2020-09-10 18:52 | Report Abuse

Kyy got margin calls again?

Stock

2020-09-10 18:20 | Report Abuse

Right after right is wrong.

Stock

2020-08-17 21:18 | Report Abuse

A decidedly gloomy commentary by management of prospects.

News & Blogs

2020-08-16 23:13 | Report Abuse

Stockbroking firms saw irrational exuberance especially among retail players over glove counters, and then curtailed their credit risks accordingly. Their actions are totally appropriate.

Stock

2020-08-16 10:50 | Report Abuse

Dropped from rm1.50 to rm0.70 in a week or two. A good goreng counter.

Stock

2020-08-05 23:24 | Report Abuse

Basically it means dividend will be frozen for the foreseeable future.

Stock

2020-08-01 22:36 | Report Abuse

It has RM31m cash but gives you only RM0.7m dividend a year.

Stock

2020-07-30 18:34 | Report Abuse

Restaurants sustained RM22m loss before tax for the latest quarter.

Stock

2020-07-27 22:23 | Report Abuse

i3 is still holding on to Dlady after more than 20 years?

Stock

2020-07-24 18:58 | Report Abuse

To asses if Jaks is gonna pay dividend in future, you look at its past 10-15 years records especially during good or satisfactory quarters, as well as whether it formalises any official dividend policy. These, together with the yearly remuneration of CEO, are critical factors in assessing how the controlling shareholder treats minority shareholders.

Stock

2020-07-23 20:26 | Report Abuse

Lessons repeat themselves until they are understood.

Stock

2020-07-20 17:52 | Report Abuse

Q2 loss after tax would be RM20m, at least, in my estimation.

Stock

2020-07-18 11:51 | Report Abuse

It’s a bit strange there’s no major shareholder in Wellcall all these years.

Stock

2020-07-16 22:46 | Report Abuse

A so-called future cash cow that keeps milking its minority shareholders instead. Dividend will be forever elusive, however hard you may be hoping.

Stock
Stock

2020-06-26 18:30 | Report Abuse

It’s LED biz sees no light ahead.

Stock

2020-06-26 18:29 | Report Abuse

This company is dropping by 95% in market capitalisation from its peak just 3-4 years ago.

Stock

2020-06-24 00:41 | Report Abuse

Kyy gave you a base target price of rm4.70. He wants you to buy the share up so he can unload at rm4. Covid is a one-off phenomenon and will last for about one year. Thereafter, the profits of comfort will return to normal, pre-Covid level and will grow about just 10% a year from there. The same is true of all glove companies. Comfort should be worth rm1.50 to rm2 in the next 5 years.

Stock

2020-06-23 18:25 | Report Abuse

Results crashed. Remember Kyy once said low oil price is good for Dayang. Haha.

Stock

2020-06-08 13:13 | Report Abuse

No performance has been reported all these years. Just sitting on a licence? It’s other biz segment, if it includes insurance, has been reporting minimal revenue with losses.

Stock

2020-06-05 13:33 | Report Abuse

No insurance biz lah. Mana ada? Ah yap and Japanese boss like to mention the company generates positive operating cash flow but they invariably didn’t continue to say that the amount is smaller than the combined big capex and income taxes It needs to pay. This causes net cash outflow from the company each year. That’s why cannot pay dividend for two years by now. He thinks the shareholders are stupid or what. If manufacturing latex glove chemicals can make money, then do it. Fund the capex by selling non-core biz and assets.

Stock

2020-06-04 10:28 | Report Abuse

It will need another round of cash soon.

News & Blogs

2020-06-03 00:35 | Report Abuse

It has RM200m cash but paid just RM1m total dividend last year. And you say it’s a good company!

Stock

2020-06-02 17:18 | Report Abuse

Sapurakencana, On page 4 of annual report, this Ah yap cakap mah, 9th sentence from the bottom, about starting latex glove chemicals manufacturing.

Stock

2020-06-02 14:21 | Report Abuse

New biz activity soon: manufacture of latex glove chemicals, in addition to the existing distribution of the same.

Stock

2020-06-02 14:19 | Report Abuse

OTB has jumped off this boat entirely?