Followers
0
Following
0
Blog Posts
0
Threads
1,971
Blogs
Threads
Portfolio
Follower
Following
2016-12-01 13:09 | Report Abuse
@ whey whey, yes i know, my other counters' average price is all correct except for Gadang. That's why I wonder how comes like that. The average price shown is exactly higher than I paid. Is it extra money giving to me? ><"
2016-12-01 10:30 | Report Abuse
Why the average cost appeared in the trade system is different with my actual average price? Do you guys have my such issue?
2016-11-30 22:33 | Report Abuse
My portfolio is red at all. paper loss 10%. But is all can contribute dividend as my consolation.
2016-11-30 17:58 | Report Abuse
Hi Angie, do your homework and study. I own TS shares even with about 35% loss now. But I still choose to give chance to TS.
2016-11-30 13:03 | Report Abuse
Hi, I think you are first time read TS qtr report? Past few qtr their commentaries quite cincai also.. You need to search their interview article or research to get more understanding.
2016-11-30 13:02 | Report Abuse
@ imnewbie you are right. PVC profit margin is quite stable actually. Once solar business bounce back in the future, return will be high. Look at the future, not just look at present only.
2016-11-30 09:59 | Report Abuse
I choose to believe Kimlun. This is long term counter.
2016-11-29 21:56 | Report Abuse
GP and PBT margin dropping quarter to quarter, but EBITDA margin still maintained mainly contributed from PVC Products. This segment is more stable than Solar business. Therefore, current stock price not fully reflect the business performance.
Some drawback is gearing ratio increased to 0.48 due to new borrowings to finance the 3 new production lines, hence ROA has been compromised, as well as the cash position. Do note that RM1 million interest-free loan from Government has to be settled before year end, hence by that time cash flow will be very tight.
9MFY16 Inventories turnover is 80 days which nearly to 3 months. No idea whether is came from PVC or solar. But if mostly is solar, it may have write down the stock value as at year end due to the solar market value down at this moment. Hence, TS need to clear off this stock asap to ease the operating cash flow as well.
In short, TS still have a long way to go. But one thing cant deny is 9MFY16 profit is already better than full year 2015. :)
2016-11-29 19:20 | Report Abuse
Future profit is guaranteed. Good prospect counter.
2016-11-29 07:53 | Report Abuse
@ popo92, additional 3 new lines will only be fully operational in December. Therefore, the depreciation charge takes effect from December onwards. Besides, manufacturing company can claim Reinvestment Allowance incentive from YA2016 to 2018 as long as the machine is operational. Hence, can estimate Q416 will have better profit, even through lower selling prices. Also take note Q416 order is 70% filled up as per article highlighted.. Quantum is there d.
2016-11-28 22:05 | Report Abuse
agreed with skyz. Not much affected by delisted from Shariah compliance funds. Too bad today and last Fri missed the chance to collect below rm1.90 :(
2016-11-28 21:58 | Report Abuse
I estimate Q316 EPS is about 4.5 sen, lower than Q216 due to solar order is only 50% filled up, but is better than Q315. Earnings should be contributed more from PVC Products with better profit margin. But with addtional 3 new solar lines to be fully operational in Dec plus 70% orders filled, Q416 profit definitely will be higher.
2016-11-28 17:04 | Report Abuse
@Skyrider, do note the measurement is different. one is by piece, one is by watt.
2016-11-25 23:17 | Report Abuse
@ Sun Sunny, you must understand that normally quarterly board meeting already scheduled before year starts, to book all the directors' date and timing. It is no matter with good or bad qtr results.
2016-11-25 21:38 | Report Abuse
Cant satisfy anymore. 9MFY16 net profit = 54.32 million compared to FY2015 = 57.18 million. 4Q16 just need RM8 million already can easily exceed FY2015 net profit + 10% growth.
2016-11-24 22:16 | Report Abuse
EPS = 2.80, interim dividend = 3 sen to be paid on 16 Feb 2017.
2016-11-24 09:16 | Report Abuse
KYY is really funny.. few months ago when Gadang is hot, he also commented this is good counter. Now this stock is like 烫火山芋, he commented again this is not a good stock. I think he is 自打嘴巴. Nevermind, every investor buy or sell at own risk. Just do well own study and make decision on your own.
2016-11-23 13:58 | Report Abuse
I also found that segment result is not consistent, sometimes PBT, sometimes PAT.
2016-11-23 12:07 | Report Abuse
Cannot understand why still drop ><"
2016-11-23 08:47 | Report Abuse
Jul to Sep domestic biz is getting weakening. Foreign exchange is better but also means those imported goods will be more expensive... plus minimum wages also one key factor to lower down bottom line. This is what I observe for some export companies 3Q result so far.
2016-11-23 07:49 | Report Abuse
Bluefun sifu, you got hold this counter as well?
2016-11-22 15:01 | Report Abuse
My average cost is 2.8. If today closing price is let's say 2.76. Am I incurred any losses?
2016-11-22 14:41 | Report Abuse
Next support level is 1.42. Not quite safe at this moment.
2016-11-22 09:49 | Report Abuse
Still very hard to climb above 2.80 =="
2016-11-22 07:54 | Report Abuse
I waiting it to drop below 1.4
2016-11-21 17:07 | Report Abuse
Price goes up maybe due to recent USD strengthening.. or people expects Q3 result very good...
2016-11-21 14:00 | Report Abuse
@威威 refer your example, so is 5000 shares x RM1 = RM5,000. Value still the same, but the market share price is RM1.25 isn't? (RM5,000/4000 shares = RM1.25). So the difference is the unrealised gain portion?
2016-11-20 13:20 | Report Abuse
How to check how much portion of shares hold by foreign investors?
2016-11-18 22:06 | Report Abuse
revenue still ok. but PAT dropped mainly due to tax additional adjustment.
2016-11-18 17:44 | Report Abuse
Congrats all who still hold at this counter! TGIF!
2016-11-17 16:08 | Report Abuse
3.27 already. Even if 3rd result not good, still able to absorb it. Hold to earn dividend :)
2016-11-17 10:27 | Report Abuse
RM weakening, but still lot ppl taking profit. Keep the cash first and see how's the next quarter result.
2016-11-16 14:43 | Report Abuse
Good and safe counter.. dividend better than FD rate.. even though no much grow up in recent years..
2016-11-16 14:06 | Report Abuse
I prefer growth with good dividend stock.
10bagger10 Patrik interested in complet?
15/11/2016 11:07
2016-11-16 13:04 | Report Abuse
EPS 8.2 sen. Second dividend 3.25 sen to paid on 12 Jan 2017. Not bad.. Keke
2016-11-16 11:13 | Report Abuse
If ppl want take profit, why dun want wait after share split/bonus share?
2016-11-16 09:11 | Report Abuse
Breakeven my cost already. Hope it can continue shoot above RM3 :)
2016-11-15 20:57 | Report Abuse
Dividend received today, good good de neh!
2016-11-15 17:18 | Report Abuse
Good job today! Looking forward for the coming result release soon!
2016-11-15 16:53 | Report Abuse
Very close to my average cost @ 2.80. If not today then should be tomorrow.
2016-11-15 11:05 | Report Abuse
Too late to realise this counter.. Wait if the price is lower :(
2016-11-15 08:08 | Report Abuse
@ 8wpwtmt8 sifu, why the split price is based on current market price? Not based on our own actual cost price?
2016-11-14 20:34 | Report Abuse
I also cut those stocks making loss in my portfolio.. But last week I did sell Top Glove which is my biggest gainer in my portfolio due to unusual hit highest price.. Sometimes need to flexible strategy to maximize my return.
Stock: [JAYCORP]: JAYCORP BHD
2016-12-01 13:11 | Report Abuse
Who will attend JayCorp AGM on 15th Dec in Melaka?