This is only Q3 result.......Q4 typically peak season...would also get better right? I hope......

If the Yellow page collaboration with TM is sucessful, I think this will be extra revenue stream for this counter.

I will vote YES ... this make it easy to vote.

The appointment of proxy may be made in hard copy or in electronic form. The Form of Proxy must
be submitted in the following manners, at least forty-eight (48) hours before the time for holding the
meeting or any adjournment thereof:-
(i) In hard copy form
To be deposited at the Company’s Share Registrar’s office at Tricor Investor & Issuing House
Services Sdn Bhd at Unit 32-01, Level 32, Tower A, Vertical Business Suite, Avenue 3, Bangsar
South, No. 8, Jalan Kerinchi, 59200 Kuala Lumpur or alternatively Tricor Customer Service Centre,
Unit G-3, Ground Floor, Vertical Podium, Avenue 3, Bangsar South, No. 8, Jalan Kerinchi, 59200
Kuala Lumpur; or
(ii) By electronic means
The proxy form can also be electronically lodged with the Share Registrar of the Company via
TIIH Online at https://tiih.online (applicable to individual shareholders only). Please refer to the
Administrative Guide on the procedures for electronic lodgement of proxy form via TIIH Online

How to vote via proxy from the EGM, when is the dateline?

I think it's possible after the Q3 result is out.... with Covid-19 cases flaring in many places, demand will remain high...just need to wait 3 more weeks or so....

Tekseng has other businesses too, which I believe, start contributing post lockdown, all in all Q3 should be good but Q4 will be better.

Targetting PE15 is undemanding for the counter!

Most online listing for a box of 50 pieces of mask are already selling RM50 or below, so, don't think the goverment cap has any effect on Tekseng or the Mask manufacturer......, it's good time to load up while others throwing it away......by the next Qtr.....result will be clear.

TEKSENG can still move up, at least to 1.50, valuation still low. Most other COVID related counters already valued too high....

Don't chase too high......according to thestar, face masks are facing glut in China, due to low barrier of entry...

A report by AFP stated that in China, the tens of thousands of mask-making companies that mushroomed following the coronavirus pandemic are now struggling to survive.

This has come about after some 73,000 companies registered as mask makers in the first half of the year – including over 36,000 new companies in April alone – as prices and demand soared, the report indicated.

Tekseng remaining low PE with good fundamental counter......., the big 4 glove counters all fly too high with PE > 50......eventually the money will flow into this counter.....

When ESCERAM reported a blip they dump the shares, but in 3 trading days, ESCERAM's price doubled......

TEKSENG looks to emulate that path now ....

Based on the Edge yes ...

"“Our buyers are mainly medical and mask players and almost all local mask players are our clients now. We are also shifting a bit to the export markets and we do sell to North America and Europe,” says Eng Chun."

well, Tekseng also broken RM1....maybe now can fly to RM1.50 this week

With double the capacity and high ASP....pretty sure the coming 2 quarters will be good for Tekseng.

Why would anyone will sale for lower when they know it's worth at least 65.5 .....

Profit in hand better than on paper....., hope there's another pullback :)

complaining won't do you good.........change platform

after consolidation, will have more room to drop mah......most of the transaction is at 0.01 .....

...ok, read in the Edge.... "The dispatch of offer documents to shareholders of TAG is also targeted for mid-November.

Subsequently, the extraordinary general meeting to seek approval from the non-interested shareholders of TAE in relation to the offer is now expected to be held at the end of November, according to the filing"

sly fox.......pushing it to the end of the year........perhaps by end November, TA wil be around 65.5 a piece

Any announcement when is the EGM? does it mean that if get voted, we can sell for 65.5, later ?

From the QR report, ending March'2020 .........so, most likely next quarter reporting will fare worse, since many businesses were closed during April and May period

Revenue for the 1st quarter of 2020 declined by 7% from RM173.332 million in the last quarter of
2019 to RM160.963 million.
Our business was affected with the onset of the pandemic in the first quarter of this year. Many
of our food and beverage customers (eg. Hotels, restuarants, coffee shops, school hostels etc)
were closed or operated on a limited scale allowing only deliveries and take-aways. Retail
stores in housing areas performed well as household consumers stocked up on their daily
necessities.

based on the news.....

The reduction will apply to all businesses with revenue of less than US$8.8 million (VND200 billion) for 2020.

----
newbie2y tax cut for Vietnam operations!
https://www.vietnam-briefing.com/news/vietnam-approves-corporate-incom...

Need to keep an openmind, maybe Aminvest analysis is factually correct? We can only know once the QR is out and measure it against Aminvest report .....

Have to wait for result to know for sure.. AMInvest giving rather low TP ......this may spook retail investors ....

When is Luxchem QR? I thought was end Apr

what happen the warrants when Velesto doing the capital reduction?

Thanks, YAPSS, nice presentation ! Appreciate your effort

@SamL, I am looking at long term ....not just this year .......

On annual basis still makes money. If dividend payout remains around 20 cent, then current price or lower....can be a good deal, not to mention capital appreciation ?
Only concern is that seem like many countries are starting to ban the single use plastic, I wonder how much this will impact the industry? ......

with the taxes, maybe Genting will tweak their machines to payout less ? :(

Qtr 4 should be better, where PP3 utilization will contribute to the full qtr output. On top of that, also the time, dividend distribution, if same trend as last year.

Maybe be LCTITAN will give bonus share to meet the public shareholding spread? Anyone know what are the strategies can employed? Also, LCTITAN assured shareholders that they will not sell their holdings below IPO .....

I recalled in previous report stating PP3 completed by June 18, in Q2 report it did not say anything about the delay.

Anyway, if all else stay constant, Q4 report should be even better, with those extra capacity from PP3

KLSE drops 4+ points..... so, this is expected. I feel that, LCTITAN should easily beat her YoY result let's see ...

On yearly basis, LCTITAN should be better than last year on the premise that extra capacity from new plant expansion (2H2018), higher demand/ better margin due to China blue-sky policy etc. And hopefully no fire/water incident like last year ......

Q1 report noted that, selling price is lagging rising feedstock cost.....let's see, perhaps the rising cost from Q1 is reflected in selling price in Q2 .... exact relationship/effect might be more complicated.

@lala23, can you share the bargain list? :)

Dividend received, directly credited to bank acc .....

calculation for warrant is based on price of 5 days VWAP prior to expiry normally, at this point mother price movement won't have much effect unless there's huge volume transaction above 6.50. Anyway, based on the positive AGM reporting by Mr Kelvin, indeed this will be good to keep for 2018 or even longer.

Too bad for CG holders ... it will expires out of money. Bye bye to your cash .....many have pointed out the risk earlier ...

It depends who will form government .... different government has different cronies ....

the rate PNB is unloading the UMWOG shares, it will take more than 100 trading days ....to finish dumping. They still have 1.17 B of shares to sell ....

...but PNB actively disposing the UMWOG shares....I wonder if they are selling the shares at lost ?

which are those counters?

CAF-POW Checked the GE13.....for UMW, the share traded sideways after dissolved but slowly moving uptrend later on, before the election date .... will the history rhyme ??

If Q result end Apr is better YoY, plus upcoming div ex-date 16may...this should launch the price.

@keropea, Why is this a GE stock play?

On the other hand CG will expire out of money and has no value, downside risk too big... better stick with mother ... if mother really hit 6.5 that's 8% return in 1-2 weeks, in addition of upcoming bonus of 22 cents ......

Hypnotically, Isn't the for benefit of big shareholders that subscribed to the wb rights issue, that wb to be 'in the money' so, that they can convert and increase their shareholding in INSAS later?