Hi: does Yongtai-PA entitles for the proposed bonus issue ?

How much sales of SMIC comes from US market ?

Tq, true, it is very good luck to have KGB at 1.8 as the price will definitely go higher in short future

Added 10 more VS at 2650.

Opportunity to collect more VS. When others fear, we buy with educated analysis on its fundamental. To excel, see thing which ordinary people can't.

「等著你回來」~ 蔡琴
https://www.youtube.com/watch?v=c4FlnlN4Moo

Poor QR due to covid 19 induced slow sales. Share price will very likely adjust downward. Have to hold till next QR. Just take the dividend as consolation.

what!!!18 cts div ? After checking thru Bursa, it is 1.8 cts, typo error in i3.

Insas is a classic example of value trap in equity market.

Waiting to see this explosive sales of Iphone 12 being translated into beautiful bottom line of Inari which is the most effective catalyst to raise price of Inari

5+ years only. Mid term.

I expect bonus issue coming soon, projected from Inari past record. It had given me 3 times bonus and 1 right issue.

How much does F&B biz contribute to its rev and net profit ?

tqvm. get you.

do not hold me accountable

yy: I sold Prlexus in Aug20, but I am still keeping tone of Magni. Please share more about Magni as it is a Pg company which I believe you have a special inside networking. If you do not mind, pls share in thread of Magni. tq

York York is a 达人 in pg semi con circle. We should thks him for generously sharing lot of insights of pg semi con industry. VS is not in Pg. I invest in VS via another network.

hope to hear your insight on expansion of WD, Micron, Lam Research, Bosch and B Braun.

KGB for its explosive growth on UHP-related job awards from SMIC, WD, Micro, Lam Research. You should know them very well as all(except SMIC) are located in Pg.

and KGB

and 1.76

added again at 1.79

yy : tq. I have tone of JHM, and is now disposing JHM batch by batch due to its not exciting latest QR. I am switching to and accumulating more and more VS.

what a big miss that only added 10 lots at 2.35 2 days ago

yy: i don't get you. R u recommending UWC ?

You will sure get 100% return from KGB. I bot in too early at 1.25 in Mar 2019.

YY: Tqvm. I will pass this time on prlexus. Waiting for your next great recommendation.

prelexus does not have good biz model. Its facemask is a marketing gimmick. Its garment is not making profit for few qtrs already. I have painfully cut big lost in Aug , -34%. Watch out and good luck to you.

rkg : tqvm. That makes very good sense explaining the long stagnant price movement of Serba. I do agree with you rather than the common rationale on Awang.

RM3, I kaya.

I do have a bit concern that the correct price spike up is caused by market hype on vaccine-dry ice which is very murky and uncertain. I will hold up firmly not to be swayed to sell KGB for short term quick profit.

I invested into KGB for the rapid expansion of semicon industry where KGB main revenue relies on. Another attraction of KGB is CO2 liquid in Kerteh. Dry ice is just a very new blue sky bonus to the investment thesis of KGB.

New customer Y & new building start Q2CY21, contribute rev 500mil/yr=125mil/qtr, 125/882(rev q4fy20)=+15%, eps 2.9ctsx115%(assume same margin as q4)=3.3cts/q, x4 qtrs =13cts/yr. pe25, tp m3.30 in FY21. Cheers!!!

sold some at rm 2. cash out a bit first.

buy

pls the the rm2 order from me. i want to let go 20% first.

Not much, just enough to sell till 31.

Only one advice : background check the attitude of the owner of this company. He has no good record.

I do agree that Top will go to RM9 and beyond whether vaccine or no vaccine, but what worries me the most is that if Covid 19 virus is detected on glove from Top Gloves

Sold 1 lot at 26.10 just now. Will sell 1 lot each RM1 up.

承你贵言

thus i have to let go TP 2.70. Aim for 2.0 to 2.2 is good enough.

if i assume another 20% profit growth going forward, rm2.7 is still commanding pe 40.

eps is 1.4 if excluding the forex loss. The annualized eps is 1.4x4=5.6cts. To get my TP 2.70, it is traded at pe 48. Too expensive lor.

Lot of people just look at the summary table of the qtr result. It shows consecutive 6 qtrs of negative growth. It is very scary, at no time we should hold this kind of counter.
But if we adjust back the forex loss this qtr, it is turning around with 10% growth in net profit.

Disappointing result. If adjusting back the unrealized forex loss 2.56mill, net profit is 7.88mil which is 10% growth vs. corresponding qtr last year. With the adjustment, eps=1.4 cts/qtr only. How to justify for my TP RM2.70. Sigh.....

Lim Wee Chai said the company’s estimated div yield will be more than 6% in current FY8/21.
RM7 x 6%=div 42cts. Payout @ 50%, eps =42x2=84cts in FY21. PE 10, TP RM8.40; PE 20, TP RM16.80.

Thanks for the good write up. Gambatte!!!

your assumption for expenditure without kids at the later age is too high. The expenditure at old age will drop significantly to 60-80K depending on living style. You can verify these numbers with old couples surrounding you. If you go into you number frugally, the old couple instead can live a simple life just with the return from the assets/investment without withdrawing capital. In the worst case scenario their finance can last till their last day with combination of return from investment combining with partial capital drawdown.

After sold at RM24 the other day, I still got balance. Enough for me to sell till 30.