If u scrap all the ppe, dispose all its inventories, jv n associate like dayang at 50% discount, assuming 25% receivables r impaired, keep all lands, properties at BV, keep all cash n equivalent & pay up all liabilities each share worth $1.1.
In the environment where almost all sectors r struggling to survive Graham Net Net is a save investment strategy. Naim meets the criteria n it's in 10yrs low. At current price the chances of winning is great. Normally the 2nd time it break 200ema uptrend is sustainable.

mf has been donating to bursa. v generous.

https://www.facebook.com/11450527254/posts/10156706112817255/

A million thanks to American sohai. Malaysia glove producers will continue to prosper.

@InPeace. My assumption is IB goes all out to win. They might find it more economical to reduce losses or to breakeven. Cheers.

If that's true i'll park my money at fibo retracement 38.2% around 6.2

@Godblessu. Yes. I m aware of tat. As my understanding IB uses avg last 4days closing price prior to maturity to determine mother share price. They were 15.6 15.5 14.9 & mon closing price. Assuming all C57 holders at 1.62, mon closing price has to b bellow 13.6. Pls advice.

Mon IB has to press TG to close bellow 13.6 in order to win C57. How low can Smax go?

U cant just read supermax chart. Must read all. They all move in the same direction.

Anyway speculating in vaccines does make a lot of money.

Buying vaccine stocks is speculating bcoz it could b no vaccine.

@Dave. As long as u dont sailang in glove u ain't playing with fire. If covid 19 prolongs then all our investments in other sectors kongkam but glove will save our portfolios. Its hedging.

HY didn't sign a 400days low crude oil price with dtillers nor a 400days high gasoline or diesel price with feul buyers. We cant compare HY case with glove. Glove producers do received order with 400days backlog with agreeded rising asp.

Some ppl try to correlate glove with heng yuan. HY pairs crude oil. Glove pairs pendamic. Both their super good fortunr unsustainable. They r cyclical. If u claim tat u have been in stock market for a long time especially in glove u should realise that.

When investing we put priority in available facts n b cautious in unforeseeable factors.

Anyway we buy with our own monies. We dont borrow from big mourh.

How many ppl take H1N1 or its sibling vaccine? Chances r the same will happen in this pendamic.

1 thing for sure. For the next 9 to 10 months only positive news.

Profit will b far more than 100%. Asp 1 cost 0.8 profit 0.2. Asp 2 cost remains 80c profit 1.2 which is 600% increment. Yes there r many uncertainties. Virus mutation, success or failure of vaccine ect. Thats investing. No 100% win.

Keep track on 2nd wave. If news of mutation out should invest heavily on glove.

If covid 19 mutated by April 21 scientists will have to start from skretch again.

Vaccine trial on human started in April. By April 21 will know the result. If outcome is negative glove will continue to shine till 2022 or until 70% of the world populations r infected. If outcome is positive then glove story is finished by 2Q21. Is my assumption correct?

Any chance to buy 6.5 on mon morning?

I though so too until i read postings by sifus. Thanks for the clarification.

When they give TP 11 to 12 i think they assume profit double when asp double.

Nowadays no sector will show earning growth besides glove. All other sectors we just apply value play.

When bad result has not much effect on stock price thats mean its bottomed or almost bottomed.

Buy all the way to 60c. Then ur avg price 70c plus. 300% profit when it hit 3.

US 2nd wave as severe as 1st wave.

Lowest 60c higest 4 bucks. Tell u to hold 1 2 yrs. Why care about tomorrow 70c?

Rsi oversold. Hold 1 to 2 yrs at least 200% return.

2nd round

Myr 1.88 is ksl. Another cutthroat price.

Correction MYR 2.26

If u scrap all the ppe, assuming 25% of receivables r impaired, all inventories n project dev cost r sold at 50% discount, all investment n jv r sold at 50% discount, all lands n properties r kept at BV, taking all the cash n equivalent n pay up all the liabilities each share worths around MYR 1.88

How many of u rode the wave in 2014?

Privatisation will not monetise the assets. Now the bosses holding almost all the ticket. Waiting to goreng up. As the price climbing there r more n more tickets available bcoz the bosses will resell their tickets. KSL has become a Graham NCAV stock again just like 2014. Will history repeat itself?

wow! what a comeback. tomorrow shoot to the sky!

take profit. CPO drop.

confirmed took off. look at the volumn.

property stocks r like volcano waiting to erupt!

not any know awc is covid 19 play

Apple does well becoz of new norm work from home. PC

The only catalyst of Inari growth is 5G phone aka iPhone 12. If no iPhone 12 revenue stay flat.

Don't mislead others. Apple has many divisions. Inari only do RF chips for iPhone.

ascending triangle breakout at 80c. this pattern never fail!

just preview. show will start soon.

inari is banking on 5G iPhone which has twice the contents to boost order.

newbie2y maybe not a news as it was published 1-June, iphone sales hit 500mil yuan in first 5hrs of ''618'' sales by tianmao in China earlier..
https://www.sohu.com/a/399066909_115865
05/06/2020 9:44 PM

If iphone11 selling like hot cake it might not b a good sign for the coming iPhone12. Actually Apple is using iPhone 11 sale to predict comsumers' response to future iPhone 12. If sale of iPhone 11 hit certain quantity Apple might further delay the rollout of iPhone 12. Just my 2c. Contrasting opinion is welcome.

I m trapped.

this stock deserve pe 35 bcoz of its IP. unlike Inari got no IP but just an osat.