Just wait for the Q2 and Q3 results to know whether the company is able to achieve what it had planned out.
Anyone could do a good write up, but not everyone able to walk the talk.
The company had been established for more than 2 decades and achieved the highest revenue of RM300mil in 2012.

Since then, it had not achieved the vision and mission statement:
To be a leader and world class specialist in high precision components for the data storage,consumer electronics, digital imaging and automotive industries and an outsourcing provider using state
of the art high precision technology.

Besides that, the company is competing with our PPE and face mask manufacturer that recently jump into the bandwagon as well.

We know large multinational companies doing their part to manufacture ppe, face mask and ventilators. They are doing to contribute to the society and not doing it to be their main biz.
You won't be seeing GE, Ford, BAE, Bombardier,etc diversifying into ppe and face mask as their main biz.

Lastly, just a moment a go, Caely Holdings Bhd, Bra company diversifying biz into ppe and face masks.

It's just a hype and Notion Vtec is no different, 2-3 years down the road, Notion Vtec will remain where it is today.

A successful growing company such as Grab, Toss, N26,, Paytm, Coupang, Monzo, TikTok exist less than 10 years ago and are multiple times larger in valuation and in earnings.

Interesting news on the ventilator.
Didn't announce it Bursa but in Mida newsletter.

Maybe it's a prototype to invite investor.

From mida website:

MIDA assists companies which intend to invest in the manufacturing and services sectors, as well as facilitates the implementation of their projects. The wide range of services provided by MIDA include providing information on the opportunities for investments, as well as facilitating companies which are looking for joint venture partners.

TSMC has been talking to officials at the Commerce and Defence departments as well as to Apple Inc., one of its largest customers, about building a chip factory in the U.S


-----------------------------------------------------------------------------------------------
https://www.hpcwire.com/2020/05/10/trump-chip-makers-mull-jump-starting-u-s-chip-making-capacity/

Anyone has any idea if G3 and Gpacket has any collaboration together?

The CEO should step down, take RM1 salary as role model and allow other capable individual to lead the company.

EPF subscribe to the PP for 50 mil shares.

I think no need to argue or debate further.

Whoever want to buy, should load up as much as you can on Tuesday since you believe it will worth much more in the future.

Whoever want to sell, should sell off everything and move on since this counter is risky and the PO doesn't justify.

Whoever, want to sit on the fence and watch first, just go ahead and look and monitor further.

@Rf888

I think Bursa announcement for it's QR, Audited AR, is sufficient for inform investors. If EPF, PNB, and foreign funds accept the current reporting standards, I don't why you can't accept it.


----------------------------------------------------------------------------------------
Posted by Rf888 > May 10, 2020 2:47 PM | Report Abuse

Go study deep company, after that invest and hold it. Only long middle terms to long terms investor can earn big. Even i email to harta, top glove, kossan and supermax, harta reply percentage is more high and fast compare to others. Now MCO is extand, covid 19 seriously evry days, you think what company can earn money? Buy and hold it, 100 years happen one time covid 19 and lock down, why you want give up this chance?

@markpaul328

Why need insider news for QR?

-----------------------------------------------------------------------------------------
Posted by markpaul328 > May 8, 2020 8:56 PM | Report Abuse

May 18. Anyone has insider news about the QR? or anyone here works there and has been OT non stop??

From wire/cable manufacturing, to mining tin, to Duty Free outlet and now travel agency

What's next?

@RainT

Buy for long term, keep for your 65th birthday.

10 years from today all hospital globally would still need glove.

Last 20 years, have 5 outbreaks.
Glove is an essential item.

Assuming zero outbreak, dentist, surgeon, doctors, nurses,etc, still need medical gloves.


https://www.sciencealert.com/this-chart-shows-how-the-wuhan-virus-compares-to-other-recent-outbreaks
----------------------------------------------------------------------------------------------
Posted by RainT > May 9, 2020 4:44 PM | Report Abuse

now its too late to enter TOPGLOVE, HARTA,KOSSAN

these counter share price already rally up & take in all the good news already

if now ypu buying, you is buy at peak price , want to up more for profit, more harder already

@EZMONEY13

Since you are aiming at rm15.
I would suggest aiming it higher RM150.

----------------------------------------------------------------------------------------
Posted by EZMONEY13 > May 9, 2020 10:57 AM | Report Abuse

For normal people TP 0.21, genius TP 0.60, but for me tp 15.00 ! Just buy and shake your balls guys !

Food for thought : Do Ageson need to pay back to the state authorities, any profit sharing with local authorities for mining in their back yard?

Seems the sub contractors do not provide their personal details like ID or passport number.

They don't represent any registered companies.

Anyway, just my opinion.

With this scarce info, you can make your choice to buy/sell accordingly.

1. As the announcement mentioned, they do not have sand mining license as they do not have sand mining operation.

2. The individuals mentioned have the necessary technical expertise in exporting and mining sand in the countries mentioned except Malaysia.

3. The company would need to get the state of Pahang and Terengganu to issue license to do sand mining license.
I don't think you can just walk into a state and start mining 3.442 billion tonnes of sand.

4.Before they can get license, they would probably need to do environmental impact assessment study.

In summary:
Still come to nothing but the award to purchase sand from Malaysia with some people with know how to do sand mining and exporting in several countries except Malaysia.

@stockjobber

You must have bought a lot of shares. Need to promote self made rumours.
----------------------------------------------------------------------------------------
Posted by stockjobber > May 8, 2020 7:57 PM | Report Abuse

Theres a high possibilty that Ageson might clinch a deal direct from CCCC in relation to ECRL

https://www.tpcprecision.com/

Refer to the website for the medical products

http://www.tp-concept.com/products.html

@babyinvestor

Both are good and fundamental companies.

Though the are glove manufacturers, each have their own product strength/focus and technological differences.

Buy both of each then.
----------------------------------------------------------------------------------

Posted by babyinvestor > May 8, 2020 1:27 PM | Report Abuse

I meant share price, sorry I’m quite new in the equity market so I was only analysing the share price trend of harta and TG. Harta was way ahead of TG earlier but now both came close. Just trying to see if it’s a good time to enter Harta and I would presumed the upside from excellent financials would have been priced in now. Appreciate ur thoughts

@ Zuliana

Tourism will be impacted for this year. No doubt.

It should have better recovery next year 2021.

Would you risk your life for beautiful scenery?
eg: Japan, UK, Europe, Middle East, Russia.

Tourism confidence will likely full recover when there is a commercial vaccination is made available.


--------------------------------------------------------------------------------------
Posted by Zuliana > May 8, 2020 10:49 AM | Report Abuse

newbie8080 ///...However, with online meeting or webinar seems to be the trend moving forward, there is a slight glimpse that airline will soon be a sunset industry.
08/05/2020 9:55 AM



So,
No more tourists?
People visit any country ... Online tour? Webinar tourists?
Mati lor visit Malaysia promotion.

what do you mean Harta is dropping?

Harta market cap is RM24 billion, Topglove is RM18 bil.

Share price is not meaningful on it's own.

Or you're looking at PE ratio.

------------------------------------------------------------------------------------------
Posted by babyinvestor > May 8, 2020 1:07 PM | Report Abuse

Any reason why harta is dropping, close to TG now. The results is already priced in I presumed?

@ Victor Yong

You are right. It's very difficult to find a balance for social distancing in the plane and still manage a profit.

I would believe those require to fly are very desperate ppl that cannot do without face to face meeting.

Sadly, if your neigbouring seat is having cough or flu symptoms, he or she may need to sit it out throughout the journey. Imagine flying to Melbourne, 8 hrs flight.

Anyway, I do not think AA will make any profit for 2020.

Probably breakeven for 2021 and profitability in 2022 onwards can be expected.

However, with online meeting or webdinar seems to be the trend moving forward, there is a slight glimpse that airline will soon be a sunset industry.

@ scrown

Assume that I'm not a corporate finance person.

So you're saying he paid a premium for his shares.

Let's say he bought in RM0.25 per share which is 78% premium to the average price last year(2019-----RM0.14 per share)

But if everyone perceived this PO as a sweet deal which would be worth at least RM3-RM5 per share, wouldn't he be interested to keep his shares?
---------------------------------------------------------------------------------------------

Posted by scrown > May 7, 2020 2:21 PM | Report Abuse

AGES is a reverse takeover from existing shareholders. It is why Foo disposed of his own founded company after the deal. It is nothing wrong if u understand the corporate finance deal knowledge. When u realized u paid the premium of the share price

Quarter result will be out in a few week time.
Let the numbers tell the story.
Of course, importantly the keyword of progress completion(100%) and COD date is vital.

@stocksyndicate

Oh I see.
Please explain.
------------------------------------------------------------------------------------------

Posted by stocksyndicate > May 3, 2020 5:54 PM | Report Abuse

Even in opr drop to Zero, bank still make money by lending. Don't be stupid

@ pampers

You are right for overall 2020 result will be impacted.

My opinion for Q2 2020 topline and bottomline will be slightly impacted as compared to Q1 2020.

I expect Q1 2020 to be making slightly better profit or break even.

Market is unpredictable but if short selling ban is extended till end of the year, I don't think you may get RM1 again.

Besides, Taiwan operation(largest revenue generator) still operating when Msia is closed.



You can refer to TSMC results as guidelines.

---------------------------------------------------------------------------------------
https://focustaiwan.tw/business/202004160011

Go and study.
Who speaks rubbish will know he mouth smells.
Really have many weird ppl ard here.
Knowledge as small as ants hill but want to boast like Everest.
Really sad.

-----------------------------------------------------------------------------------------

Posted by Talib > May 3, 2020 12:17 PM | Report Abuse

really newbie. lol compare oil with construction

What is Gpacket plan?

Based on the announcement on Bursa, there's 3,860,754,392 ICPS.

--------------------------------------------------------------------------------

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3036614

Bonus issue pending EGM on June 3rd 2020.
Time to reward shareholders.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3036614

If I'm the director, I won't sell any shares.

Based on the discussion here, the 0.10 share will rise more than 5,000% according to some ppl's TP.

No sea sand export, but river sand ok, natural resources minister clarifies

----------------------------------------------------------------------------------------
https://www.malaymail.com/news/malaysia/2019/07/04/no-sea-sand-export-but-river-sand-ok-natural-resources-minister-clarifies/1768264

I believe is typo error.
It should be million instead of billion.
Just like the previous company, : Quality Concrete

------------------------------------------------------------------------------------------


https://www.thestar.com.my/business/business-news/2019/12/10/quality-concrete-surges-on-massive-contract-later-rectifies-error

With interest rate getting lower, Banking stocks are no longer attractive and their net interest margin gets lower and lower.

Next month BNM will be announcing their interest rates movement.
Stay tune.

Different nature of biz.
Different capex size.
Different types of clientele


The closest company that is similar to Serba is Eversendai.
-----------------------------------------------------------------------------------------------

Posted by diehardunited > May 2, 2020 11:15 AM | Report Abuse

If Frontken has now been trading at the price level before the Covid-19 market crash, this stock also should be traded higher too! Huge undervalued!

https://klse.i3investor.com/m/blog/fatprofitstock/2020-05-02-story-h15...

No one will know the private placement holders unless they appear in Bursa announcement.

You can monitor as follows:

1. Existing majority shareholders and their changes in their shareholding next few days.
2. Those previously holding less than 5% ownership will not be required to announce , and next few days announcing their ownership of share

Note: Anyone new holding that subscribes to the private placement but owns less than 5% will not be declared (this is what you can't see)

--------------------------------------------------------------------------------------------------
Posted by soros228 > May 3, 2020 10:39 AM | Report Abuse

May I know who is the buyer of the private placement thanks.

Wrong.
Dividend first for preference share holders before declaring dividend to ordinary shareholders.

Posted by OTB > May 2, 2020 12:32 PM | Report Abuse

Posted by firehawk > May 2, 2020 11:46 AM | Report Abuse

From my understanding, Preference Share would not share the profit (unless it is converted to ordinary share), but entitle for dividend. Maybe i'm wrong .....
------------
Ans :
In Jaks case, Preference Share is entitled to dividend is good enough.
Not important to share the profit.
Am I correct ?
Thank you.

Fair deal for both CPECC and Jaks

That is why Jaks is able to exercise the additional 10% ownership in the COD + 3 years period.

@DK66

It reads as after 3 years expiry from COD date.

Good to know

Referring to the statement of the conversion period, it seems more beneficial and possible for CPECC to request to retain profit at JPP level from COD(06/2020) + 3 years(06/2023) and to distribute it after 06/2023 for it's 70% portion rather than 50% currently.

@Icon8888

Great article.
Just to note: The exchange rate for USD/MYR may be too optimistic.
If I recalled correctly, in the last 60 years, MYR ever touch RM4 and above was less than 6 years.

It rallied 100% since 1 month ago. It's very impressive already.

What's your expectation?

--------------------------------------------------------------------------------------------
Posted by Erudite > Apr 26, 2020 10:10 PM | Report Abuse

It’s a healthcare stock but haven’t really fly at all. Sure do well once mkt know & rerate it with sector peers

It's fake news.

If they complain, the door is wide open. No one pointing a gun at their head.

They can always work for another glove company.

Now every glove companies also in need of manpower.

Old news, 1 decade ago.

Buy or Sell at your own discretion.

Everyone has different risk appetite.

Like DK66 sharing his thoughts with good fundamental details should be applauded. He could choose not to share with you guys and keep quiet.

To be honest, I don't agree with everything he writes as I have y own reservation.

It's not like his post can have huge influence on the share price.

This is a free forum. Everyone can share their views freely.

What's the fuss about?

Beware of all these ppl giving calls like these.
.
Study and learn yourself rather than following them.

-------------------------------------------------------------------------------------------

Posted by pang72 > Apr 21, 2020 7:20 PM | Report Abuse

Back to 2.50...next week

Better to wait out for Q1 2020 result to see how bad it is.

Anyway, very unlikely you'll get the usual load factor pre-MCO. No need to expect good results at least till 2021.

I'm frequent flyer but I may not fly yet as I can still opt for Online Concall.

AA seating are so congested and tight, it's the easiest way to transmitted COvid-19.
i)Those for holidays will definitely wait till next year
ii) Those on biz trips will delay towards year end
iii) Those desperately need to fly will have to take the risk, numbers are small.

Those who travelled AA should know I'm referring to.