Brutus

marcuschan0000 | Joined since 2020-09-16

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Stock

2021-08-11 09:58 | Report Abuse

Acquisition of Lexis is passed. Long term will contribute to the group nicely.

Stock

2021-08-07 10:46 | Report Abuse

Thank you Inari Management for the generous dividend!One of my better investment among others!

Stock

2021-07-28 18:53 | Report Abuse

Thank you BURSA for the generous dividends!

Stock

2021-07-27 18:58 | Report Abuse

Thank you KOSSAN for the generous dividends!

Stock

2021-07-21 18:38 | Report Abuse

Thank you for the generous distribution AXREIT!

@Dakewlest- Nett we will get is 2.211 sen per unit.

Stock

2021-07-12 18:58 | Report Abuse

Exciting! Looking forward to BPPLAS FY21Q2 QR! Hopefully another bumper dividend coming!

Stock

2021-06-25 08:28 | Report Abuse

Thank you ECOWORLD for the generous dividend!

Stock

2021-06-23 20:48 | Report Abuse

With only 1 more week to close June, maybe already have accumulation in anticipation of Q2 strong QR? Another special dividend coming up?

Stock

2021-06-17 15:22 | Report Abuse

Wow, even with a conservative PER 11.5, TP already 2.28!

Stock

2021-06-17 09:17 | Report Abuse

@bfmtechnology, great write up! To me BPPLAS is a prime example of value investing.
I intend to hold their stocks long term and buy more when share price dips.

Stock

2021-06-14 14:07 | Report Abuse

The details of DRP is up in Boardroom Registry already:

The new RHB Bank Shares will be issued to you at the issue price of RM4.61 per new RHB Bank Share (“Issue Price”) as determined by our Board on 25 May 2021 (“Price Fixing Date”). The Issue Price is based on the 5-day VWAP of RHB Bank Shares of RM5.1930 up to and including 24 May 2021, being the last trading day before the Price Fixing Date, after adjusting for the following:
(i) the Final Dividend of RM0.0765 per RHB Bank Share to the 5-day VWAP of RHB Bank Shares (“Ex-Dividend VWAP”); and
(ii) a discount of RM0.5065 which is approximately 10% discount to the Ex-Dividend VWAP of RM5.1165.

Done subscribing via Boardroom. Super easy and fast. Now just patiently wait till next month for the shares to be credited.

Stock

2021-06-12 19:14 | Report Abuse

Check with Boardroom Registry should be way faster than waiting for mail in form. If not mistaken the DRP price is set up to 10% discount to the average 5-Day closing prices before Ex-Date.

Stock

2021-06-09 16:04 | Report Abuse

Patiently waiting for 7th July!

News & Blogs

2021-06-05 20:38 | Report Abuse

Ben Tan, the big boys will always be ready to capitalize on the "demand" situation. Just look at TG additional capacity announced recently. I personally do not worry much about Intco (not to say look down on them) but our established big 4 will definitely take some beating to dethrone them.
Case in point, Kossan recently acquired land in Bidor is the same size as Bandar Sunway. With the amount of profits all glove manufacturers are pocketing, they need not worry about insufficient funds. In comparison, land size alone Kossan's land in Bidor is about 6-7x larger than Hartalega's NGC. Best thing is nobody mentioned about this piece of land and everyone thought is build a plant new door approach will do!

News & Blogs

2021-06-05 10:50 | Report Abuse

@Ben Tan, thank you for the analysis. Too many just focuses on the ASP without taking into accounts the increased in capacity by all the manufacturers. Two ways to increase revenue/profit, ie higher price or more pcs or better still both!
Guess we do not have to wait for long to see as TG is releasing the QR this coming 9th June. SMX and Harta QR to many was disappointing but Kossan surprises many as with Careplus and Rubberex.

Stock

2021-05-29 10:53 | Report Abuse

Got to appreciate the management for the generous dividends. Expecting another bumper dividends next quarter as they bought a lot of resins before the prices increased. Can see from their factory the resins are stored up to the guard house.

Stock

2021-05-29 10:49 | Report Abuse

Surprised during the AGM no one asked about their plans for their massive piece of land in Bidor. I guess most are just too focused on the ASP. Tan Sri did mention Q2 ASP is slightly higher than the recently announced Q1. Expect more than 12 sen dividend next QR!

Stock

2021-05-27 20:19 | Report Abuse

BPPLAS profit margin is way better than TGUAN. For value investing, BPPLAS is a very solid choice. Sit back and collect quarterly dividends.

Stock

2021-05-21 20:02 | Report Abuse

Super happy that Inari declared 4 sen dividend, bringing up FY21 dividend payout to be 8.5 sen. Funny that in this 3 QR their total EPS only 7.36 sen. This represent a payout ratio of >100%!

Stock

2021-05-18 12:11 | Report Abuse

@Mabel, love your description of the family. Only the young mother is missing from my portfolio.

General

2021-05-05 18:51 | Report Abuse

Finally they declared some tangible dividends!

Stock

2021-05-05 18:50 | Report Abuse

Finally they declared some tangible dividends!

News & Blogs

2021-05-05 06:48 | Report Abuse

@Ben Tan, another excellent piece of write up. For long term investors (Buy and Hold) I do not think there is a better sector to put money in especially for the amount of dividends that glove makers are giving out (except the 2nd liners).

Stock

2021-04-27 15:52 | Report Abuse

If BURSA can maintain FY21Q2 at EPS 15sen, means 2 quarters added (Q1+Q2) is EPS 30sen. Next quarter can expect dividend 22sen?

News & Blogs

2021-04-27 08:40 | Report Abuse

@Ben Tan, as always, excellent written material! Keep it up!

Stock

2021-04-26 19:59 | Report Abuse

FY21Q1 QR will be released on tomorrow, 27/04.

News & Blogs
News & Blogs

2021-04-25 10:50 | Report Abuse

@Ben Tan, another excellent and detailed write up! Awesome!

Stock

2021-04-22 15:13 | Report Abuse

At times, I always wonder why am I vested in this (many so called) "lousy useless counter"? Good that I always have faith in the management team.

News & Blogs

2021-04-21 11:17 | Report Abuse

@Undi_PKR,
Because KYY never invested in Kossan?

Stock

2021-04-21 06:01 | Report Abuse

The whole of 2020 Kossan delivered 14 sen dividend, in FY21Q1 already get 12 sen! Cannot wait for the rest of the quarters!

Stock

2021-04-20 19:23 | Report Abuse

Yummylicious dividend coming! Waiting for it to reinvest and buy more Kossan shares!

Stock

2021-04-20 16:36 | Report Abuse

Very strong and large supporters for PBB. I had been queuing to buy @ 4.18 since 1st April. Was disappointed that yesterday my queue was not matched although it hit 4.18. Was pleasantly surprised that my queue was finally matched this morning!

Stock

2021-04-19 20:19 | Report Abuse

What if this coming quarter, TG decided to has some corporate exercise, ie RIghts Issue where the lender will need to recall back the shares from the borrower? Will this be the best weapon to counter the shorties as they need to buy back to be returned back to the lender in a short time?

Stock

2021-04-17 14:15 | Report Abuse

@Start_0f_the_bull, if you can view the daily RSS volume, you will understand why Kossan is the laggard among the big 4.

News & Blogs

2021-04-16 19:17 | Report Abuse

@Ben Tan, excellent piece of article! Happy to see your work whenever you post it up here!

News & Blogs

2021-04-15 19:32 | Report Abuse

There are still people singing Sunset industry for Gloves!

Stock

2021-04-08 09:59 | Report Abuse

@tamp0i, similar to you, I always wondered why I am happily stuck in a sunset counter like Kossan!

Stock

2021-04-07 18:29 | Report Abuse

Kossan really being held down by RSS. Today the RSS volume is about 25% of the total volume!

News & Blogs

2021-03-30 21:21 | Report Abuse

Master Ben, excellent analysis!

Stock

2021-03-27 21:26 | Report Abuse

1M Share Buyback on 25/3!

Stock

2021-03-23 21:24 | Report Abuse

@moneymakerz, I always suspected The Edge is part of a larger syndicate to bring down TG. This article proves it all!

Stock

2021-03-22 18:45 | Report Abuse

@moneymakerx, TQVM for your detailed explanation! Understooded very well already!

Stock

2021-03-22 18:15 | Report Abuse

@moneymakerx, can to elaborate further? Newbie here.....

Stock

2021-03-22 18:05 | Report Abuse

TG today closed 5.40, tomorrow adjusted to 5.14. Why is everyone saying that Shorties need to pay the dividend?

News & Blogs

2021-03-11 21:57 | Report Abuse

@Ben Tan, all analyst if I am not mistaken did not report or take into consideration that one of the expansion for TG is to have their own Nitrile plant. They will be able to control their costs much better than other players.
Correct me if I am wrong.

News & Blogs

2021-03-10 13:15 | Report Abuse

AMInvest next 2Q added up dividends to be only 0.258?

Stock

2021-03-03 16:33 | Report Abuse

@casanwk, RSS at Kossan is among the highest of big 4. Already 1.82M shares.

News & Blogs

2021-02-28 12:01 | Report Abuse

Most companies just plan private placement to raise capital, in the process diluting existing shares.
Likewise here but with the successful DL in HKE, at least existing shareholder's shares NTA increase.