When the price chart heading south, what fantastic fundamental or technology is the mega trend, all turns into nonsense in the mid term.

Baosteel ad for employment of Assistant Production Manager. Salary: 4,500 - 6,300 MYR.
Salary so low ke?

Hike in minimum wage. Good news to consumer sector.

https://www.bernama.com/en/news.php?id=2077379

5 years pioneer status will expire on 21 Sep 2022.

Greatec's 5 years pioneer status exemption from income tax to expire on 28 Mar 2023.

Generic discussion. Period!

HangSeng? There are many Technology and Semiconductor counters in Nasdaq for investment...so much opportunity in the future. No hurry now.

Buy Benz in Malaysia for syok riding on the road. Buy share in Bursa or worldwide for syok riding on the road?

TSMC is exchanged at PER 21x only lor.

Bargain price? Wait for 2.0 la. Teradyde is traded at PER 19x nia.

Nasdaq is targeting 10,800 support?

Pwroot will follow the footsteps of Nestle defending margin of the products and forecasting more price increases ahead.

https://www.reuters.com/business/retail-consumer/nestle-q1-growth-beats-expectations-thanks-strong-price-increases-2022-04-21/

No additional news about the implementation of sugar tax in April 21. Delay?

Turnover has been recovering in Middle East and overseas segment in the last few quarters.

Main masak2. Lolz

Kotra has invested RM 179m in PPE from FY2010 to FY2021 and the accumulated depreciation is about RM 124m during this period. With the PPE depreciation in RM 14m per annum and nil massive Capex, the depreciation amount will be reduced RM 3m/year after 3 years.

Thanks zzprozaz. Surged in profit margin is highly likely due to increasing in appeton products sales. Nova is another one enjoying high profit margin from its supplement products.

Recovery play!

Recovery play!

In the end, ALR would pay RM 5.08 per share only to Litrak. Not attractive enough to shareholders. Many small holders bought above RM 5.5 in 2017.

The final Equity Value after taking account Enterprise Value is 2,698m.

MC = Market Capitalization
MC is not available so DCF may be used in calculation

Formula and Calculation for Enterprise Value (EV)

EV=MC+Total Debt−C
* C = Cash and Cash Equivalent

Portion of EV attributed to Litrak 2246m + 452m (Sprint) = 2,698m.

Litrak has to seek approval from the shareholders for the disposal of LDP (subsidiary) and Sprint (associate). Without capital repayment exercise , shareholders wouldn’t approve it la.

Growth is stagnant. Max PER 20x.

I didn't expect MPI price to drop at this pace to catch up with the Gtronic's PER 16x . Margin call ke?

Revenue growth stagnant for the last 3 quarters. This quarter PAT dropped. TP 1.2 ke?

Vitrox and UWC are abangadik traded at PER 35x.

Many people are using margin to buy shares...shivering man!

How long can than when they keep an eye on the share prices sliding? lolz

The taste of the technology mania was so syok. Many people cannot resist the temptation.

PER 50x wor.

Follow investment clock and do benchmarking to minimise risks in order to keep afloat in the market for long term.

Market is like that lor. Another new batch of herd will emerge again for another round.

Derating is on the way to local technology companies and moving forward with the valuation on par with global semiconductor players.

Best time to trap heroic knife catcher and rebound players.

What wave is it? Build another dam again for the next waterfall wave?

Fat in paper gain. It takes a bit more time to squeeze out the fat.

Gtronic and MI are going to be the champion in falling back to the price Covid started...10% to go.

Told you guys many times already harvester has been deployed since 5 months ago. Mana mata?

Natsuko. Ignore him whether press or don't press. It's beyond our control and no risk management is able to cope with the this scenario.

If no profit growth in the next 2 quarters then it may break below 2 lor.

TP 2.0 or PER 18x.

Investment clock has never stopped ticking during technology mania period.

No more lockdown theme. Recovery theme is serving on the table gradually.

IBs are slowly derating technology sector through offering lower target PER.

Money is fleeing to commodity and Banking follow by Consumer. Tech sector ah...Wait for next cycle lor.

People are scared of double g.

hoot9. Yeah. It looks like Buy commodity to hedge inflation in 2022.

Slogon:
2020 (Glove) - Don't ask, just Buy
2021 - (Tech)- Technology is the future
2022 - ?