kleverman

kleverman | Joined since 2019-11-23

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2020-05-20 18:28 | Report Abuse

Hmm.. PNEPNCB is currently valued at 10.2x P/sales already but the deal is meant to be 30% profit shared between three parties? Makes sense?

Using the same concept the TP should be 0.09 at least.. Anyone else with the same doubt?

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2020-05-17 20:25 |

Post removed.Why?

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2020-05-15 22:54 |

Post removed.Why?

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2020-05-10 14:09 |

Post removed.Why?

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2020-05-08 22:38 |

Post removed.Why?

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2020-05-08 15:25 | Report Abuse

Stanley, yes of course political uncertainty is not good for shares, it will affect all shares..

Tak ada siapa jahat. Hanya ada siapa yang kuat

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2020-05-08 13:58 |

Post removed.Why?

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2020-05-08 11:03 | Report Abuse

AGES-PA has no value, it's only an instrument for the directors. If you trace back the records, it's entirely held by directors. Focus on the mother only.

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2020-05-07 11:40 | Report Abuse

Till date there is no dispute over the authenticity of the RM27Bil contract. I've seen the PO at Mid Valley, anyone else care to share the same?

If you guys are so keen on disputing over business model, I reckon you should go and compete with Ageson for it

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2020-05-06 18:51 | Report Abuse

Just a hint, refer to what happen to Boustead. Same catalyst and we definitely cannot benchmark sinotop to the past as they are now a tech co and not fabric garment.

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2020-05-06 17:45 |

Post removed.Why?

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2020-05-06 17:30 | Report Abuse

This is only the start of the engine

Dato' Mohd Ibrahim Bin Mohd Nor served as Group Managing Director of Padiberas Nasional Berhad (BERNAS) from 1996 to 2001 and Chief Operating Officer of Malakoff Berhad from 1994 to 1995. Prior to that, Dato. Bin Mohd Nor held the positions of General Manager in the New Straits Times Press (Malaysia)Berhad (NSTP), Executive Assistant to Chairman and Project Development Manager of privatisation proposals relating to the Fleet Group from 1990 to 1991, General Manager in Chief Executive Officer's Office and General Manager, Circulation Department and Executive Assistant to the Chief Executive of NSTP. He worked with Corporate banking of Asian International Merchant Bank Berhad (now known as Sime Merchant Bank Berhad) and Utama Wardley Berhad from 1983 to 1988. He has been Executive Chairman of BluInc. Group of Companies since 2004. Dato. Bin Mohd Nor serves as Executive Chairman of Budaya Generasi Sdn. Bhd. He has been Chairman of Malay Mail Sdn Bhd since April 2008. He serves as Chairman of the Fleet Group. He served as Chairman of the Board of Super Enterprise Holdings Bhd from July 28, 2008 to February 22, 2011. He served as Deputy Chairman of Protasco Bhd from June 13, 2012 to December 26, 2012 and previously served as its Non Independent & Non Executive from January 6, 2010 to June 13, 2012 and prior to that, he also served as its Independent & Non Executive Director since November 23, 2009. Dato. Bin Mohd Nor served as Vice Chairman of Padiberas Nasional BHD from 2001 to 2003. He served as an Executive Vice Chairman of Sistem Television Malaysia Berhad from March 2001 to August 2001. He has been an Independent & Non Executive Director of Super Enterprise Holdings Bhd since July 11, 2014 and previously served as its Independent & Non Executive Director from July 28, 2008 to February 22, 2011. He served as a Non Executive Director of Protasco Bhd since March 10, 2014 until October 1, 2015. He served as Director of New Straits Times Press (Malaysia) Berhad from 1999 to 2001. He served as Non-Independent Non-Executive Director of Padiberas Nasional BHD from February 7, 1996 to September 26, 2006. Also sat on the board of various NSTP subsidiaries from1988 to 1994. He served as Director of Malaysian Resources Corporation Berhad from 1999 to 2001. Dato. Bin Mohd Nor graduated with a Bachelor of Arts in Mathematics (Minor in Economics) from Knox College, Illinois (1977-1981) and obtained an MBA from Drake University, Iowa, USA from 1981 to 1982.

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2020-05-06 15:11 | Report Abuse

Haha guys, the news that you are waiting will never come. You can never outpace Kang Hoo, you are only one of his minions to assist him to unlock cash.

Good luck holding for the next one year whilst other stocks all UP UP UP.

Old timers have already seen this cycle for multiple years already, no reason to think its any different this year

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2020-05-06 01:54 | Report Abuse

Good trade give you a tips.. you are just assuming you have to be the operator. What if you don't?

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2020-05-06 00:33 | Report Abuse

The winds are aligned, you don't even have to wait for years. The first resistance will be matched tomorrow.

Let the game begin!

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2020-05-06 00:32 | Report Abuse

Our government is lacking sources of income, when you lose your job would you sell Amway? A beggar doesn't choose bro... I'm not sure what is the public being skeptical about. Sand is not finite, there is a thing called Ocean current and Coriolis effect.

The general public is glue-ing on AirAsia.. they just haven't realise such an obvious diamond here...

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2020-05-05 21:55 | Report Abuse

Strong buying strength even at 018 to 019 region, you must be kidding me bro.. you might just missed the chance of a lifetime to be a TESLA millionaire!!

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2020-05-05 19:58 | Report Abuse

I am perplex why everyone is questioning the authenticity of the contract and the business model. Are you all auditors or SC?

I'm pretty sure the company didn't make it this far as to signing a contract if they didn't get the license to do so. They would rather do this as a private company and real the benefits themselves.

The management won a pretty darn good deal and yet shareholder is in misbelief. Goodness gracious me XD. I hope you guys do the same for more shabby companies in the market cause I do see vultures speculating on PN17 companies without a single doubt hahaha..

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2020-05-05 18:27 |

Post removed.Why?

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2020-05-05 17:31 | Report Abuse

Tesla didn't jack up immediately even though everyone know it is only 1 way up. This trade is for buy and hold investors, speculators will be washed out

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2020-05-05 12:46 | Report Abuse

Already said the detractors cannot eat grape but call grape sour... How is this a fake contract? You go to MV and sight their Purchase Order la dei. People already dare you to go to their office to sight.

You can make one trip ride KTM go RM5 and you make few K's from informed investment but you refuse.. that's why you say the poor gets poorer..

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2020-05-04 18:27 | Report Abuse

Jackfruit, why not possible? Use monitoring of security of the Straits and South China Sea as an excuse to position their aircraft carriers around us. In exchange, give you RM27b over 15 years to keep you silent. Read further into this dealings la young investors..

hahaha.. I have seen many wave and eat salts throughout trading from 70's

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2020-05-04 18:23 | Report Abuse

Tomorrow we will have many new "TESLA" millionaires already. Lets give ourselves a pat on our back for doing sufficient homework and QUICK to action. Those in doubt... can only say "Cannot eat grape but call grape sour"

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2020-05-04 18:10 | Report Abuse

Invincible trader.. RM27bil/15 years = RM180m per year. You only give TP:0.2? I think you are too modest....

Usually this kind of news, you can ride for a whole week already... the company not high profile yet

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2020-05-04 17:45 | Report Abuse

Guys huat lo, check this out. Just announced today.. Time to ride rocket already!! Unlock all your slow moving stocks, cause not even Government contracts can beat this quantum. RM27BILLION

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3047940

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2020-05-04 10:58 | Report Abuse

JHM is still above it's support mark, just need to hold this longer to realise

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2020-05-02 19:43 | Report Abuse

Start working means two weeks later uncontrolled outbreak and the 3rd coming of healthcare plays

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2020-05-02 19:42 | Report Abuse

Malaysia reopening economy but you are investing in Jhm with reference to DJI (threatening of trade war and Elon Musk calling Tesla overpriced). Can't see what's the logic. If it's like this mgt don't have to perform well, just open a company and let DT dictate the share price movement.

Drinks coffee..

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2020-05-01 17:28 | Report Abuse

Lucky81 your statement doesn't make sense.. newbie should be happy profit is realised so they can finance car loan and food expenses...

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2020-04-30 15:15 | Report Abuse

Operator... try to press down at 3:15pm RM100k? Good sign.. very good.. Operator scared that they are missing the boat

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2020-04-30 11:52 | Report Abuse

Bro like I mention, tech play (microelectronic), USD exposure (forex gains for cash flow), diversification of revenue to industrial and more importantly exponential microelectronic parts in automotive.

This is an IR4.0 play... It is a joke for the company's share price to maintain at current level really when you have healthcare goreng speculating ahead of order book. This company has a tested and proven 5 year financial to show

At RM0.995 this is testing flag breakout, we are poised to take the Polar express ticket soon. By then the volume of trade will only continue to increase, my TP RM1.15!!

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2020-04-30 11:24 | Report Abuse

bro if you want to goreng FOCUS, you comment at FOCUS la

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2020-04-30 11:13 | Report Abuse

Just to highlight, the company previously has significant exposure to the automotive industry however it has since diversified to industrial (28% to 34%) in FY2019.

More importantly its transactional currency is equally split between Ringgit and US (44% each as of 2018) which gives them the benefit of being a forex counter similar to furniture counters (albeit at a lower exposure)

One thing that most people forget is microelectronic component will only increase exponentially within automotive You can see the amount of safety navigation (i.e. pre-collision braking, advanced safety assist) features that are seen even at base units of Motor Vehicle. Although a rational person might think that the TIV this year will be somewhat hampered by the decrease in demand due to Covid, heck which industry is not affected right?

However you gotta really think about the exponential incremental microelectronic components that goes into a car now vs say 2-3 years ago and ask yourself that it will provide a hedge against actual motor vehicle demand.

The price disparity now still give a good headroom for investor to buy and hold.

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2020-04-30 10:54 | Report Abuse

I don't think its a coincidence that the volume surpassed notion + notion warrant combined (The hottest stock yesterday). We are only seeing the tip of the iceberg now.

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2020-04-30 10:47 | Report Abuse

thanos good point, this is TECH co. I think the buying momentum did not build as strong as the likes of Notion, Penta, Dufu etc because it is a more specialized co. But nevertheless, E&E/ semicon co will almost always lead the economy out of a recession (financial/economic).

Investing in this company is still a better play than construction/O&G because you should see the fruits bearing much ahead.Healthcare is already going at its peak until the next financial Q results is released and the O&G sector is impeded by the lack of demand.

Big picture wise, with MCO lifted.. don't see any other impeding factors for JHM to REVERSE TO MEAN.

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2020-04-30 10:45 | Report Abuse

Technically we are near the flag convergence point, you will miss the boat once it goes past the flag mark at RM1.01. If I have to say.. someone is strongly accumulating at the current level, when enough passengers is on the boat, you will only regret for not taking the ticket on Polar Express.

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2020-04-30 10:41 | Report Abuse

RainT, RM1.60 is too stretched.. highly doubt that is possible. But at the current price.. sit tight and take off to RM1.15!

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2020-04-30 10:34 | Report Abuse

I think its justifiable, a mirror move to GDB's ascension. Except this company has a more legit reason for the hike. As a microelectronics parts supplier, this is a technology theme play with a company that has consistently squeeze > 10% PAT for the past 5 years.

Typical chinaman co that is well managed. Headroom is alot more to go considering it is way below its usual range. One of the remainder stocks that is still "undervalued"

Can check my call previously on Adventa, LKL, Notion etc haha.. Better not miss this boat newbies

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2020-04-30 10:30 | Report Abuse

Fantastic company with strong 5 year historical financial results. With the upcoming lift of the MCO, should be a MINIMUM rebound to RM1.15.

Transfer to main board is a testimony of the company's strength, similar to GDB but engine haven't fully rev up. VROOMM

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2020-04-29 12:37 | Report Abuse

Kleverman caught it right again, if any interested in subscribing to my services for stocks commentary and pricing analysis. PM me for more info

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2020-04-29 11:18 | Report Abuse

Witty I think you are missing the big picture, although technically bonus issue does not translate to an incremental return to your investment. The disparity between an existing shareholder and a new shareholder will be BIG.

Us early investor will get 2x the number of shares, which will benefit in the long run as the company makes more money. Notion with face mask is an even bigger play than a purist like Adventa. Today is just a beginning of the roar.. Look at my call for LKL, this is another gem in the making.

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2020-04-29 10:57 | Report Abuse

Hi its me... Triple white soldier has appeared. Run while you can..

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2020-04-28 10:17 | Report Abuse

clouud1234, although I am very bullish but I think making that statement is not very responsible. Wouldn't want to trap investor unnecessarily...

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2020-04-28 10:07 | Report Abuse

Hi guys.. it appears that market is pricing in that the velocity(d/t) of the share is too fast. Granted this is a company with the right moat building up. The sentiment might act as a dampener to us riding up.

Take note that Fed is making announcement tomorrow so, might be better to buy and hold and not speculate.

Pcmont.. are you saying this because cannot eat grape but call grape sour? Everyone has a freedom to buy/sell

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2020-04-27 18:12 | Report Abuse

For those in doubt how this TP come about... Last Q profit = RM600k, you take conservative increment 10-30% for 4Q consecutively, this stock is about 20+ PE. Is it fair? RM600k (Historical only)... if actual profit much higher... PE is lower than 20+, still undervalue.

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2020-04-27 18:09 | Report Abuse

No too late guys, TP0.45. Proxy your momentum to Luxchem, Adventa.. this stock is behind schedule. Don't be afraid, gan gan lai..

Comparing to Adventa, this company got more history. However history does not matter for potential now. There is no way you are doing benchmarks to pre-Covid. Buy and hold tomorrow, long run you will see more than TP0.45, once the actual financials reflect the gains during this period!!

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2020-04-27 17:33 | Report Abuse

DJ breaking resistance, Dsonic is slotted to UP tomorrow. Tech wind back into place!

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2020-04-27 17:16 | Report Abuse

Supply lesser than demand, Price huat..
Demand more than supply, Volume huat..

Overall topline HUAT. In any scenario LKL is going to huat beyond historical already. What are you afraid of? This is going to be the best year for LKL and Covid is not going anywhere anytime soon..

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2020-04-27 17:06 | Report Abuse

Insti traders are not investors themselves. They play FD one.. Previous insti call at RM0.30 is conservative without taking into account of big cluster in Sarawak. Chinese saying... "feng shui lun liu zuan" ah.. years of investment is preparing LKL for today to huat for the next century.

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2020-04-27 17:02 | Report Abuse

one man solo face mask in Malaysia, do you need anymore expalantion?