Next target is 3.10-3.30 in this week.

haha, one week time from 4.19 to 3.71. 48 sen or 15% drop. This is second liner counter.

This year won't have bonus issue. Next year bonus issue also not allow by CA.

There is no such thing like undervalued counters. The P/E even though low, bearing in mind Bursa got more than 100 counters are P/E below 10 and the share price stagnant for more than decades. Some even are cash rich and stingy.

For those shareholders, after 2 years of waiting for corporate exercise. The management has decided not to do anything to reward the shareholders. Our directors keep on giving out wrong information to reporters. Haha, I think shortly will reach 3.50. And the index drop after election. I believe 2.5-3.0 in end of 2018.

today should be closed below 4.00

as you can see from the warrant itself. the price always traded at discount. from this we can sense that 1) the prospect is not convincing enough to the potential shareholders. 2) directors always give false hope to existing shareholders. 3) loan stock conversion to further dilute the eps.4) revenue increased double digit, yet the profit drop (as per the super investor, profit is lower than this year).

the director always give false alarm without solid facts. only greedy ppl will fall into the trap

if wait for another 2 years, the price drop further. even 4 u still make losses.

I believe is due to the machine is getting old. Efficiency level goes southward. The purchase price from holding company needs to be in the arm-length transaction and based on their annual report has been disclosed on the price. You can see it yourself and the revenue is increased but profit margin lower is definitely due to efficiency.They need to invest heavily on new capital expenditures. Otherwise, they will lose out to their peers.

https://marche-moevenpick.com/en/restaurants/malaysia-pavilion/

Please check how much they have spent into this investment? I don't see much people go into this kind of food restaurant with our purchasing power.

Be prepared. Spritzer is suspended. I believe good news is on the table now.

It looks like the director purposely push down the price so that they can buy at cheaper price. They could have receive Letter of Award for some projects.

The director is in trouble if is below 15 sen. They need to fought out 15 sen to buy 11 sen share?

SBAGAN/KLUANG, if you bought it during 199x, until now u still cannot breakeven. The "Lee Family" just sitting there enjoy the big salary from all its related company. Pay pitiful dividend to shareholders. Unless u are investing for your next generation. Otherwise, I don't think they will take it private in your lifetime.

Jul - Sep will provide another 12.2mil impairment loss. Now still not good time to dispose ?

don't catch the falling knife. Still got another round of "non-recurring expenses" to be incurred this year.

I believe is change of corporate arrangement. One party want to dispose off his stake, another party want to acquire more shareholding power.

Mr Yeoh has slowed down the disposal. Looks like got alot of minority shareholders bought in last few days because the transaction closed to 30mil.

Krono had the same pattern, substantial shareholders disposed substantial sum of shares in market. Later on announce new shareholder takeover.

I believe we can ask the directors to step down from their directorship. Since they are no longer the substantial shareholders. Why we still keep appoint them as director?

Since FongSiLing has bought in 4mil shares. If follow the pattern of Krono, from 30 sen to now 70 sen. The share price of Karyon could be up at least 50%.

FongSiling is in 30 largest shareholder list.

Should be this month will release the annual report.

Directors and substantial shareholders are selling. But who is buying in such a big portion ? Since last few months they have sold closed to 20mil shares. It could be changed of ownership coming and I still waiting for the annual report.

Should be stabilized around 1.68-1.74. The next catalyst is quarter result. If showing another round of downsizing on bottom level and no dividend declared. Selling price will be around 1.5+

To close printing business in Malaysia. Tien Wah Press Holdings is planning to stop its printing business in the country held under its wholly-owned subsidiary, Tien Wah Press (Malaya) SB (TWPM). "Following the cessation of its major customer's operation in Malaysia and its subsequent shifts in production facilities to Singapore, Korea and Indonesia, the group acknowledged that there is no requirement for duplication of printing base in Malaysia. (The Edge)

Which mean the local customers have to source the services from TW's competitors. The management still never learn from their mistake which is too focus on single customer.

one day show counter.

Please be prepared to wait at 4.

I doubt the total dividend payout this year have 8 sen.

The Director is "leaking out" too much info. You can interpret it as good/bad. Good is the management is pretty transparent. Bad is when the management unable to perform exactly what they are mentioned, it will disappoint the investors. The article focused on revenue/capex for the next few years. Besides, looking for M&A in Vietnam or Malaysia is interesting and something new to us. Better than keep on promising bonus issue/corporate exercise.

4bil shares with 100mil revenue. Always wait for land revaluation which is wasting of time. Land located at far from city.

Tienwah's management has made a wrong move. To cease the operation in Australia, they should do it last year when they can offset the losses with the one-off gain. I am quite surprise that the management/finance do not utilize that opportunity of one-off gain.That's the reason last year they also cannot comply with the 50% dividend policy.

Sunway corporate exercise is as per planned. They wait until the warrant expired/fully subscribed. As I mentioned before, Tguan still has other derivatives (Warrant and Loan Stock), is not easy for them to get the perfect timing to announce the corporate exercise. Bonus issue will affect the existing warrant price/exercise price.

The rich old man left 430k shares in end of March and I believe he has successfully sold it above 4.40 in April/May.

Thanks for your summary on KESM, the earning for past 4 quarters almost 90sen, PE still reasonably at 17. I should not compare KESM with Tguan as both are different in term of management/industry. Sorry to cause confusion. Let's find a like for like comparison. Can you suggest which counter can compare to Tguan in similar sector ?

The size of the machine for nano stretch film is smaller than the traditional type of blown film, but it will cost more expensive too. The main reason for this inactive share price movement is still go back to the basic, which is the raw material price movement. Nano stretch film can give higher margin or cost efficiency, but the accelerated depreciation of old assets also will deplete the margin. Q1 2017's result is quite decent, lower free cash flow due to high capex (13mil) in plastic sector. Capex in food sector only 400k which is too low in expanding the organic food to China. As Yistock mentioned, the board still focusing on the plastic segment rather than food segment. If you are expecting this counter to move to RM5 in this year, the only possible is to announce corporate exercise in August/November. If only based on the profit growth, might be another 2 years. This is just my point of view. Thank you.

is healthcare or pharmaceutical ?

During this bullish market and yet Tguan's share price can still drop for few days though 2cents to 5 cents at times. Very clear cut that the insiders are selling and plan to buy back after the quarterly result announcement.

Thanks YiStock, however, is liquidity really matters? KESM only have 40mil shares but the share price is like skyrocketing. For us, I believe you're the expert and your opinion can influence most of the inactive shareholders.

Hi YiStock, just want to ask about your opinion. Does it make sense for such good company - making constant profit, decent dividend and growth but the share price can stagnant for more than a year? All this while the management (older generation) hesitate to give much publicity (invest talk) to the investors. However, the management (younger generation) keep promoting through invest talk, newspaper to boost the confidence of the shareholders. Just would like to hear your points. Thank you.

Operational risks

(i) volatile plastic resin prices,
(ii) foreign currencies risk,
(iii) lower-than-expected contribution from its China- based subsidiaries, and
(iv) lower-than-expected margin.

Summary from an invitation talk by the Director

- control 12% rubbish bags sales in Japan, export 80% sales to oversea (Foreign currencies risk as the RM is strengthening)
- bought 16 acres land in sg petani, plan double turnover in plastic packaging in 10 years stretch film export to more than 60 countries rubbish bags consist of 25% sales for the group PVC Wrap new factory with 8 lines production in 2017 (volatile plastic resin prices and lower margin)
- R&D co NEWTON to help develop new products (new investment? uncertainty on ROI)
- Tea and coffee division will continue to grow (based on the Mar'17 quarterly result, profit margin dropped drastically on these division)
- Organic noodle (Golden Noodle ) and baby noodle to market it to china (lower contribution from China market as not easy to venture into China food market, expected to incur losses or lower margin from initial stage)
- Marche master franchise business Opening soon in pavilion KL (never mentioned in quarter result)
- Try to enhance branding by moving up value chain to avoid competing with SCIENTX (merged with GW Plastic in 2013) (vision 2020)

** in the pipeline to have bonus issue (too late to announce bonus issues as investors already fed-up

Yes, the share split was mentioned by him. He said Yeelee has share premium and will consider to split the shares.

Dato Lim has said Yeelee is proposed to split the shares shortly.

QoQ drop almost 40%, share price run prior to the QR released, insider started to cash out before the QR.

foresee the QR will be extremely poor. Otherwise, it won't drop from 30 sen to 22 sen which is approximately 30%.

Due to recent weak share price, I have more or less anticipated results to be poor.

Share buyback only during the price crashed to RM3++ or below, the management has taken the approval in advance to implement this share buy back.

Something is wrong here. The management kept disposing their stake. It could due to higher material costs that affect company performance.

The trend is bearish... I guess the profit drop again after major shareholders converted the Loan Stock to shares to get the dividend. They have received their interest from LA in April and going to receive another round of dividend after convert to mother shares.

What I trying to say is the main market for noodle business is not China. Please refer back to their geographic segment to understand better.