Followers
0
Following
0
Blog Posts
12
Threads
343
Blogs
Threads
Portfolio
Follower
Following
2023-02-10 18:49 | Report Abuse
Mcement up 10.3% today.. confirm cement ASP up boost big revenue & profit to Msia cement companies. The biggest volume is Mcement, consist 68% total Msia cement output.
2022-03-21 11:56 | Report Abuse
Gtronic is the most undervalued semiconductor tech stock in BURSA vs Penta, Greatec, Genetec, Inari .. Chart wise forming reversal pattern, bullish sign with highly potential & grow higher business opportunity in year 2022. Expected can hit 2.20 by mid year, just waiting one big operator to see it potential.
2020-12-12 11:07 | Report Abuse
Tenaga at current price give 9.6% yield yearly.. Plus has opportunity to raise to 14.00+ per normal price, i believe it a good offer and opportunity. Tenaga is an monopoly electricity provider, the only One in Malaysia, no competitors at all.
The only blue chip that not go up yet vs banking, other recovery stock that climb up. Worst case, still has 9%+ yield yearly.. For me its good deal. Fyi, starting 1st Jan, Tenaga no more discounts to end users, back to previous pre Covid19 time. If now drop, dotn collect.. I really dotn know when. Investment sure has risk, just the how big the risk vs reward. I believe investors know how to measure its reward then.
2020-10-16 23:06 | Report Abuse
Mahsing have rm1.1bil cash + NTA 1.40 + secure of raw materials and customers demand order lock down on Q221. Experience in construction of factory. All seem good and on track.
2020-10-16 15:56 | Report Abuse
Comfort is way undervalued vs Ruberex & Carepls based on PE. Upcoming Comfort will be much higher than both with ASP & demand rise.. Opportunity to collect if compare to all 2nd liners glove valuation.
2020-10-16 13:39 | Report Abuse
Mahsing decision to venture into glove maker industry, is purely committed to their promise based on past proven record in construction + plastic business all these years. Mah Sing yesterday already signed several agreements, including a letter of intent (LoI) with several raw material suppliers for the supply of both nitrile butadiene rubber and latex rubber + machinery for the factory is commited to their decision.
The most important business of all, Mahsing already secured several prospective customers and the cumulative indicative orders have already exceeded the estimated maximum capacity phases of the Kapar factory. That's a good sign of increase demand order backlog for glove.
Use facts vs fiction to share info.
2020-09-19 16:35 | Report Abuse
HEIM shoot up, opportunity trend to buy F&B especially both HEIM & Carlsberg is on up trend. As we all know coming Q3'20 Qtr result will be way better than Q2'20 due to MCO lock down mid Mar till mid Jun. By late 2wk last Jun mth, MCO lift off, replace by RMCO recovery. Now, many people go out for dinning, drinking, hanging out to bistro, cafe cum pub alike, open till 2am after government announced too. So expected Q3'20 July to Sep result will be much better, assumption hit EPS 18 to 20sen conservatively based on 80% to 85% business sales recovery in Q3'20 per HEIM AGM stated. Dont miss this opportunity to climb above share price RM28. Prior pre-Covid19 HEIM end Feb hit RM31.78, so estimate RM26 to RM28 sound reasonable.
2020-09-19 16:27 | Report Abuse
HEIM shoot up, opportunity big for Carlsberg to follow up higher. We all know coming Q3'20 Qtr result will be way better than Q2'20 due to MCO lock down mid Mar till mid Jun to lift off. So expected Q3'20 July to Sep result be much better, assumption hit EPS 18 to 20sen conservatively based on 80% to 85% business sales recovery in Q3'20 per HEIM AGM stated. Dont miss this opportunity to climb above share price RM30.00. Prior pre-Covid19 Carlsberg end Feb hit RM38.80, so estimate RM30 sound reasonable.
2020-09-16 23:13 | Report Abuse
This Heim AGM actually provide a good business indicator during RMCO recovery for Heim witj 80 to 85% business sales back to pre Covid19 time during Mid Jun to end Aug. Roughly estimate, the business will go back to 85% prior pre Covid19 business sales. Expected robust recovery towards 85% revenue and earn profit back in Q320 and subsequently full business operation and sales back recover back to previous Q419 on YoY comparison especially during year end sales.
2020-09-16 07:52 | Report Abuse
This Heim AGM actually provide a good business indicator during RMCO recovery for Heim witj 80 to 85% business sales back to pre Covid19 time during Mid Jun to end Aug. Roughly estimate, the business will go back to 85% prior pre Covid19 business sales. Expected robust recovery towards 85% revenue and earn profit back in Q320 and subsequently full business operation and sales back recover back to previous Q419 on YoY comparison especially during year end sales.
2020-09-16 07:51 | Report Abuse
This Heim AGM actually provide a good business indicator during RMCO recovery for Heim witj 80 to 85% business sales back to pre Covid19 time during Mid Jun to end Aug. Roughly estimate, the business will go back to 85% prior pre Covid19 business sales. Expected robust recovery towards 85% revenue and earn profit back in Q320 and subsequently full business operation and sales back recover back to previous Q419 on YoY comparison especially during year end sales.
2020-08-28 08:15 | Report Abuse
News stated glove in real shortage now in hospital, ASP increase unavoidable as glove trully in need as stated.
https://youtu.be/llISReN34zE
2020-08-28 08:13 | Report Abuse
News stated glove in real shortage now in hospital, ASP increase unavoidable as glove trully in need as stated.
https://youtu.be/llISReN34zE
2020-08-19 09:54 | Report Abuse
Imagine next Qtr earning rm600mil to rm700mil + bonus issue 1:1, SP will very bombastic, easily hit rm33 share price or beyond..
2020-08-15 11:32 | Report Abuse
In investment world, nothing is totally right or wrong. In order to convince public and general investors, result performance driven by facts, figure and return of profit are the good proven result. Sadly, over the many years, all mutual funds in the market perform so badly, the best get 8% to 10% yearly in good bull market. Then try to promote figure manipulation, lied to client investors stated earned 50%+ gain over 5 years in total.. Wah, sound like alot.. but in reality.. divide by 5 years compounding rate, each years get 5 to 7% yearly only as it compound over 5 yearly that also if can perform the best.
When economy goes down like this round mid Mar'20 Covid19 issue, all my investor friends put in Philip, Public mutual or insurance investment fund, total capital paper loss 30% to 50% due to this pandemic crisis. I understand MCO lock down & pandemic cause global stock market shock and stock price crash, but the silly here is, even after July'20 till now, with all good tech, glove or health counters share price climb back to historical high, yet these mutual fund still reporting lose -3% to break even of their total capital. How can this be happen? Market in bull period now, yet those so called professional fund mgr unable to capitalize this bull opportunity, still can lose or break even. That's really a big problem in mutual fund mgmt system..
Entire world Fed, center banking institution, leaders & politicians are printing money to stimulate the economy, yet fund mgr still cannot perform and deliver good return profit to client? How can you expect to convince your normal client retailer to trust or support you? Result not justify your voice & perfomance.
2020-08-03 16:04 | Report Abuse
Supermx is way undervalued now, way cheaper than 2nd liner glove maker based on core earning valuation .. Time to buy in
2020-08-03 11:28 | Report Abuse
Great news!!! SC approve 1:1 bonus issue. Now SP goes for EGM 18th Aug.. expected bonus issue out by early Sep'20.. Strong SP mgmt, moving toward to TG same efficiency mgmt
2020-08-03 09:47 | Report Abuse
Carepls next Qtr lose half profit after sell 50% to Ansell. Poor mgmt, earn so little .. some more hald profit lose next Qtr.. Dont blindly buy before study
2020-08-03 09:44 | Report Abuse
People blindly buy Adventa.. Adventa not sell glove .. just distributor.. margin very less..
2020-08-03 09:42 | Report Abuse
Coming Supermx result u all will be amazed, beyond your expectation..
2020-07-30 10:54 | Report Abuse
Dont look down on sales revenue double, it will be super powerful core earning .. Imagine all sales revenue profit goes into net profit after deduct corporation tax, that superb boombastic earnings that u cannot imagine in next Qtr result for TG.
https://www.nst.com.my/business/2020/06/599869/top-gloves-net-profit-more-fourfold-q3-expects-sales-double-q4
2020-07-30 09:16 | Report Abuse
Today daily new cases infection hit 285k
2020-07-29 15:02 | Report Abuse
Dont use the old new windfall tax to create fear monger among ignorant retailer investor.. Government wouldnt be that stupid to put windfall tax.. whole Msia economy will go down definitely, All manufacturing sector will go down hill, no foreign investor will come invest in Msia .. for a small piece of money couple millions lose billion of foreigner investment Also China &Thailand glove maker is on expansion mode, ready by year 2023 onward.. this will kill Msia glove maker in future
2020-07-24 16:08 | Report Abuse
Shortage of glove supply worldwide dont not affect TG, SP, Harta & Kossan... . US-CHINA bad relationship even help to boost demand if US that silly want to ban glove supplies in China. Btw, US House already approved 2nd stimulus money of $trillion, there will be tons of money flood into the market again for 2nd round..
2020-07-23 16:30 | Report Abuse
Supermax will be the next Mercator up 32x fold soon as it OBM business model same. Both has own distribution sales, customer network based with massive ASP profit margin. Coming Qtr earning in next 2 weeks will be super boombastic.
2020-07-21 08:18 | Report Abuse
Covid19 getting serious with new infection cases, worldwide affected with 14.8mil and US hit 3.96mil, almost 4.0mil. The need of PPE will raise even higher as supply shortage, ASP gloves price will goes even higher
2020-07-21 08:17 | Report Abuse
Covid19 getting serious with new infection cases, worldwide affected with 14.8mil and US hit 3.96mil, almost 4.0mil. The need of PPE will raise even higher as supply shortage, ASP gloves price will goes even higher
2020-07-20 15:43 | Report Abuse
TG credit suisse TP 37.00.. still big opportunity to grow big..
2020-07-19 04:33 | Report Abuse
2020-07-17 07:11 | Report Abuse
Worldwide infection daily shoot to historical high 232k new cases.
https://www.channelnewsasia.com/news/world/covid-19-brazil-cases-reach-2-million-12939888?cid=FBcna
2020-07-17 06:24 | Report Abuse
Bloomberg news report, 1/3 children age 18 below tested positive for Covid19 infection in US. This going to turn very ugly soon in coming weeks.
https://www.bloomberg.com/news/articles/2020-07-16/childhood-covid-19-infections-mount-with-schools-eyeing-openings?utm_medium=social&utm_source=facebook&utm_campaign=socialflow-organic&utm_content=business&cmpid=socialflow-facebook-business
2020-07-17 06:23 | Report Abuse
Bloomberg news report, 1/3 children age 18 below tested positive for Covid19 infection in US. This going to turn very ugly soon in coming weeks.
https://www.bloomberg.com/news/articles/2020-07-16/childhood-covid-19-infections-mount-with-schools-eyeing-openings?utm_medium=social&utm_source=facebook&utm_campaign=socialflow-organic&utm_content=business&cmpid=socialflow-facebook-business
2020-07-17 05:22 | Report Abuse
Recall.back, US in deep shit require more PPE stuffs now.. For sure ASP price increase further more due to worldwide news cases getting more severe day by day.
https://www.washingtonpost.com/health/2020/07/08/ppe-shortage-masks-gloves-gowns/
2020-07-17 05:21 | Report Abuse
Recall.back, US in deep shit require more PPE stuffs now.. For sure ASP price increase further more due to worldwide news cases getting more severe day by day.
https://www.washingtonpost.com/health/2020/07/08/ppe-shortage-masks-gloves-gowns/
2020-07-16 08:05 | Report Abuse
Covid19 daily new infections cases getting worse, today global 212k new cases with US hit 70k and India 32k, getting even worse now.
2020-07-16 08:05 | Report Abuse
Covid19 daily new infections cases getting worse, today global 212k new cases with US hit 70k and India 32k, getting even worse now.
2020-07-16 07:55 | Report Abuse
Wah... Moderna official announce vaccines study take till Oct 2022..that's is 2 years, some more is a just study, how about WHO and FDA approval authority?
We all too glue to media headline, not think rasionally in reality. Oct 2022 for vaccine study.
https://www.todayonline.com/world/moderna-covid-19-vaccine-enters-final-stage-trial-month
2020-07-16 07:53 | Report Abuse
Wah.. Moderna official announce vaccines study take till Oct 2022..that's is 2 years, some more is a just study, how about WHO and FDA approval authority?
We all too glue to media headline, not think rasionally in reality. Oct 2022 for vaccine study.
https://www.todayonline.com/world/moderna-covid-19-vaccine-enters-final-stage-trial-month
2020-07-09 09:48 | Report Abuse
if Supermx & Kossan hit 12.00, then it will be highly listed, included into KLCI top30 blue chip, push up Supermax share price further then, top 24th & 25th biggest market cap.
2020-07-09 09:15 | Report Abuse
Opportunity to accumulate & buy, Riverstone up to 3.31 , UG Health 1.91 .. all up, somemore very small cap vs Supermx & other top 3 glove maker..
Stock: [HARTA]: HARTALEGA HOLDINGS BHD
2023-03-23 16:32 | Report Abuse
With glove ASP price up 5% mth to mth starting Feb, high possibilty Harta, Kossan turn +ve EPS in coming Q1'23 result. Time to accumulate, now has strong support + more big fund institution, retailers are buying now. To hit 3.00 by mid of this year is very possible