mokluhanj21

mokluhanj21 | Joined since 2021-01-04

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Stock

2021-04-01 12:03 | Report Abuse

i think if below 4 good margin of safety ady..
if want safer, below 3.50 la.

downside risks: US ban until Kiamat, Europe oso kena force to ban (but likelihood? 50:50), China ramp up their glove sector (Intco & kawan2 and force Africa to buy)

i don't have time to analyse but maybe someone has to do scenario analysis if only Africa, India, Indonesia, Japan, Europe (50%) buy and the rest is either US or China controlled.

upside risk: glove per capita will skyrocket in the next decade esp from emerging nations (per capita consumption of glove is still low below 20 on avg for EM compared to >100 for Europe etc)

Stock

2021-03-31 17:55 | Report Abuse

oh and also using 2nd order thinking, we may see further risk that the US may just restrict their allies from buying from TG. (remote but still possible risk)

crazy bully.

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2021-03-31 17:52 | Report Abuse

the American administration is going paranoid over everything. they're doing the classic Shoot First, Ask Later, to the detriment of millions of investors and billions of $$ in value lost.

the stock market is a complex system and you gotta factor in so many things. political risk is now very very real. the US views Msia as friendly to China, add to that the Quads (Japs who are still bitter that Proton got sold to China) + why Msia never got an invite to the climate summit + this whole Top Glove fiasco (in the covert excuse of national security)

the same pattern is observed in other highly strategic industry: look at TSM & semis- how the US is being a bully, and how the whole Xinjiang thing is blown out and we start to see a paranoid empire trying to do everything possible to desperately cling to world dominion!

the risk is Msia is stuck in the middle. any views? i would exercise caution as the macro headwinds in the geopolitical sphere is really being felt... :(

Stock

2021-03-31 15:35 | Report Abuse

falling knife not easy la to hold lama lama..dont know where the bottom is. just cut loss ady. wait and see the drama from tepi makan kacang putih. call me when hit bottom ady ok thanks

Stock

2021-03-31 13:22 | Report Abuse

REITs are good long term investments, keep and compound, the ony risk is the rate hike in the next 12 to 24 months. when that come, either sell before or wallop like no tomorrow ahaha.
Last time Chairman Bernanke time Taper Tantrum oso masih fresh in memory. cry cry but finally there's rainbow after the rain :)

Stock

2021-03-31 13:19 | Report Abuse

this counter stuck price trading sideways ony. :(

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2021-03-30 15:44 | Report Abuse

bought when it dipped below 10 last January but too bad Im so poor cannot wallop more..
I pray to God Board Tenaga suddenly decide to bonus issue and we can all fly together, not just the big fish funds...split 2 for 1 also nice, then all Malaysia traders buy and hold til pencen one.

Stock

2021-03-30 15:31 | Report Abuse

3.5 coming soon. OK la ladies and gents. I come again next week see what happens to TG. Til then, enjoy the drama ahaha :)

Stock

2021-03-30 13:26 | Report Abuse

weh tenaga is UP UP UP. rocket Elon Musk is it? on Ex date also can almost cover the dividend. power...

Stock

2021-03-30 13:23 | Report Abuse

Reference is made to The Edge Markets article titled “US Customs issues seize order on Top Glove products on forced labour finding” which appeared on 30 March 2021.


The Company wishes to announce that our U.S. Counsels are in midst of liaising with representatives from U.S. Customs and Border Protection (CBP) to obtain more clarity and information on the latest order issued by CBP.


The Company, at this juncture, is unable to ascertain the quantum on financial and operational impacts arising from the above.


-----
*gulp* ... got huge fine coming issit? investors hate uncertainties... "quantum"

Stock

2021-03-30 13:18 | Report Abuse

walaweh drama ony. i thought by lunch break 4.5 ady. stuck at 4.8 . fall la to below 4 then we zooooooooooooooooooom sapu gao2

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2021-03-30 11:13 | Report Abuse

@newbieee77 today ady ex, if u want dvd must buy before ex-date
if u wanna remember easy. U ever got dumped by gf? she is now ex.
so ex date is benda sudah lepas. jangan dikenang.
always if want honey, before ex la hahaha

Stock

2021-03-30 11:08 | Report Abuse

Tenaga is so sweet, Wish Uncle Lim give me bonus so i can load up and tutup mata and pencen on Tenaga dividends ony. Tired la everywhere oso everybody become millionaire overnight play bitcoin, waste money on NFT and all i still ikan bilis
:(

Stock

2021-03-30 09:26 | Report Abuse

is /bursabets getting the memo from discussion here? somebody memo to them please. hihi

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2021-03-30 09:14 | Report Abuse

walaweh . runtuh the price. go go to 3.51 please. we want 30% yield BAHAHAHAHA!

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2021-03-29 10:23 | Report Abuse

WALAWEH if come down to 3.5 can start sell po po and buy buy buy TG. collect dividend til we can go to Mars with Elon. :)

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2021-03-25 19:02 | Report Abuse

so many uncles dont even know how to calculate their corporate exercise and come here barking "walaweh why la fall"
bith. you know they was doing corporate exercise which would adjust the prices.
susah la like dis. aiyo. its 2021, got internet, got excel oso lazy to calculate.

Stock

2021-03-22 16:44 | Report Abuse

tergezut mak tiber2 bukak runtuh ladang durian. eh ladang solar. eh eh eh. rupanya harini sudah ex. :P

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2021-02-22 17:53 | Report Abuse

Ex warrant price: RM2.48
Ex all price (bonus& warr): RM1.66

anyways, HODL la. let's grow 10x with this counter and be like elong musk.hihi

Stock

2021-02-19 14:17 | Report Abuse

PUMP IT UP!!!
you gotta pump it up.

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2021-02-18 10:54 | Report Abuse

buy, tutup mata, open again lepas raya.

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2021-02-18 10:18 | Report Abuse

wow is this because of the oil crisis in US- negative for green energy for some short time? but the upside is: cheap cheap can buy more for the free warrants ahaha

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2021-02-15 17:15 | Report Abuse

walaweh. Aemulus please follow your sifu & senpai2. give HODLers at least 10 Baggers la.
your sifu ady 46x returns also cool nothing happened (Penta 5 years)
your senpai also 14-15x (JFT, Greatec)

fighting fighting u can do this!

Stock

2021-02-11 12:49 | Report Abuse

Long-term sustainability is looking good for JAG, considering global & domestic move towards Green (industrial recycling of metals, solar).
This has translated into a more visible revenue & earnings stream for the business. (Last decade: Annual revenue <RM5 mil, but new decade beginning FY2014, revenue breached into next business phase of sustainable revenue >RM100 mil)

Company will need to grow revenue more aggressively (markets will forgive erratic profit if they can deliver strong topline growth). After that, cut cut cut costs.

Also, JAG needs to learn from the Taikos and Tailos. (Bonus issue + free warrants, once you have strong growth story) Only then u can grow the market cap like Billionaire Lim of Top Glove!

Hope CEO and Board read my comment ahaha :)

Stock

2021-02-11 12:30 | Report Abuse

Arank seems highly correlated to price of Alum. Copper has seen 3mon upside of 20%. Copper has been a laggard at only around 7%.
Both are industrial metals and Copper is also expected to also join in the commodity bull cycle soon.
Let's be agile, wait for the signs of turning and go big! Huat2 Happy CNY! Year of the Ox, cousin of the Bull! Bear is gone for hybernation in 2021!

Stock

2021-02-10 14:44 | Report Abuse

why ikan bilis so fearmongering? is it because bilis wanna buy cheap2 is it? Ha!!Kantoi

anyway, its CNY, so many selling for angpao onli. price drop good also, can collect
thank u bilis

Stock

2021-02-09 15:47 | Report Abuse

Mynews looks like breaking out. Good trend..already bottom at current price. if go lower, i think the major shareholders might as well just take private...cos toooooooo cheap.

also, since this new PKP/ MCO is only drama MCO (LDP highway full of cars, malls so many people also), the initial impact on walk-in footfalls may have been exaggerated.

let's wait and see.

Stock

2021-02-08 12:50 | Report Abuse

walaweh. Latok Ng ady bought 1 million shares .. must be something coming weh. lai lai rocket to the Moon like Elong Mask! go go go...malaysians traders all be billionaires huat888x!

Stock

2021-02-08 12:46 | Report Abuse

confirm2 make money once listing warrants.

actually this trick is the trick that most Chinese entrepreneur companies do on Bursa Malaysia. (but institutional owned companies cannot/ don't wanna do) If I have growth story and I wanna be billionaire, I also will do this trick

they issue bonus shares to bring down the existing price per share.
then they also throw in free warrants as sweetener to ensure shareholders stay and be loyal.. but the end game is clear: they want the share base to grow, and share price to also go back to same old price.

you just see la TopGlove. Business wise they are good but Billionaire Lim also understands how to appease trading uncles and the shareholders. he split shares (in the name of bonus shares) almost 5 times ady same trick. now he is one of the richest billionaires in Malaysia...if you bought in 2010 TopGlove, today your return ady 20x you know...

so ahso ahso and uncle2 .if u wanna be rich, just play along for the long game.
and lets go to the Moon together with Elong Mask

Stock

2021-01-29 23:47 | Report Abuse

The thing is that TIME enables new digital economy and lifestyle. and they are making 20-30% Net Profit Margin while creating value to lives.
Tell me which companies/ sector that can generate that kind of margins+ with a runway for growth in Malaysia's stuck economy? (other than REIT and highways- which are heavy asset industries)
so definitely TIME can command higher relative value vs other more traditional businesses. (we are not even talking promises here . we are talking actual cash being generated each year in and out!)

Stock

2021-01-29 01:24 | Report Abuse

lets be rich together everyone. FLy fly fly.
Takkan mau tengok saja Gamestop make millionaires. we also Malaysians not bad ok.
Malaysia Boleh!!!

Stock

2021-01-27 18:08 | Report Abuse

where is unklelim? I told him ady last 11 Jan but never wanna listen. tiba2 today loss. aiyo die

Stock

2021-01-26 09:42 | Report Abuse

walaweh, tenaga below 9.8 walaweh. tutup mata, throw money, wait for dividend til pencen. This one good pencen counter. stabilise income for poor people like me...

Stock

2021-01-22 00:09 | Report Abuse

runtuh damn. wish i had extra funds too. pensioners, time to top up big time starting now

Stock

2021-01-21 13:55 | Report Abuse

OMG WTF so fast skyrocket. aiyoyoyoyoyo...2.24 noon time meaning convert back to old price= 8.96???
wuts happening? lesgo to the Moon weh

Stock

2021-01-20 14:08 | Report Abuse

Dividend is forecasted to be so so la. Price is low now but aiyo so lama to hold like this to get rich dividends. I thought can get 10% dividend.. :(

FY21 Dvd forecast by sell side analysts:
Hong Leong IB: 50-60 sen a share
Public IB: 36.9 sen a share
Kenanga IB: 42.6 sen a share

Stock

2021-01-20 10:23 | Report Abuse

weh. so high fly limit up ady ka? not even 11 am lol. boys, behave! :P

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2021-01-20 10:08 | Report Abuse

dear friends, lets bring this counter to 7 ringgit again! TP 1 year jom!

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2021-01-19 18:49 | Report Abuse

My understanding is very simplistic, correct me friends if somewhere not right:
1. Post bonus issue, price will adjust to: RM1.6975
2. Post warrants issue, price will adjust further down to: RM1.5183 (assuming full exercise of all warrants, which may depend on warrant holders view of the future- anyway, tomorrow it's already in the money, so traders can easily exit)

https://ibb.co/QDQ5mZ8

Further information:
Expiry Date : The market day falling immediately before the 5th anniversary of the Issue Date and if such date is not a market day, then it shall be the market day immediately preceding the said non-market day (“Expiry Date”)

Exercise Period : The Warrants may be exercised at any time after the Issue Date up to 5:00 p.m. on the Expiry Date. Any Warrants not exercised during the exercise period will thereafter lapse and cease to be valid (“Exercise Period”)

[Information from Circular and Bursa releases. TQ]

Advise me senpai2 if wrong. TQ

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2021-01-19 16:47 | Report Abuse

ala closing only 6.80

Stock

2021-01-19 10:27 | Report Abuse

fall more please. i want to sapu a bit more only.. please la short a bit more.
6.5 pun sudah baik. help a poor friend please.

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2021-01-19 10:02 | Report Abuse

drop ini kena main. ada shark nak masuk.dia short dulu, before end today dia sup sup sup sapu. pandai ah!

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2021-01-19 09:44 | Report Abuse

actually today is not high la, and for those who want to get on board, better get on board before the bonus issue. case in point: Top Glove, ady 7 bonus issues since 2001, everytime post bonus, price go even higher because those who dont like buying expensive start collect when it's cheaper again. who benefits more? those buying before bonus...HUAT HUAT HUAT
collect some more lai lai

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2021-01-18 23:37 | Report Abuse

aiyo. these people never read news is it? what to sell if cars also not being manufactured? not enough chips la weh.

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2021-01-18 15:56 | Report Abuse

cmon!!! 7 7 7 7 7 7 7
bring us the lucky 7
before close today 7 please! Huat huat

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2021-01-18 12:02 | Report Abuse

walaweh. like this price sky rocket, the warrants will be even sweeter. aiyo aiyo. :P

BUY BUY BUY tomolo ady ex date weh. dont miss out the Elon Musk rocket

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2021-01-15 13:57 | Report Abuse

perfect storm la like dis. supply tak cukup cos Toyota and Daihatsu tak cukup chips nak buat kereta. and then kena tutup some more.
must wait until cheap below 200 EMA baru can consider go in again.

Stock

2021-01-15 13:18 | Report Abuse

aiyo. this year latest quarter good profit because of near RM3mil from other income, if take out that one not even profit yet. aiyooooo

The Group recorded significant increase in the other income this year, contributed by the gain on disposal of the Group’s property in Krystal Point Penang and transfer of intellectual property as well as unrealised foreign exchange gain recorded in FYE2020. (Q4 2/ Sep 2020 Bursa Announcement)

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2021-01-11 14:31 | Report Abuse

Semis are going to have an explosive growth. confirm one. Now, there's global shortage cos demand in increasing but supply is so tight sampai car companies need to cut vehicle productions (ford, Honda, Toyota)..

Can u imagine the prices of chips going forward because of this bottleneck demand.
can u also imagine impact on JFTech and all semiconductors Malaysia?
Go go go Rocket.

https://www.engadget.com/ford-nissan-cut-production-due-to-chip-shortage-182508644.html

https://asia.nikkei.com/Business/Automobiles/Honda-cuts-car-production-on-massive-chip-shortage#:~:text=TOKYO%20%2D%2D%20Honda%20Motor%20will,about%204%2C000%20units%20this%20month


Pesanan penaja: Careful those shorting, nanti kena Short Squeeze: https://twitter.com/SahilBloom/status/1291030969953038336