RJ87

RJ87 | Joined since 2016-05-05

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Stock

2021-02-05 17:50 | Report Abuse

todays volatility also nice....up to 8.04, down to 7.58, back up to 8.02...

This gives me chance to sell CS at 21.5, buy back 17.5 for a handsome 20%.

Personally, I like liquidity and volatility la. hehehehe.

Stock

2021-02-05 17:47 | Report Abuse

2016 u won't make money, Annualised PAT 120mil(Don Sahong construction begins)
2017, jan17, Dec, 17 RM2.15-RM3.75 74% return Annualised PAT 138mil
2018, u won't make money. Annualised PAT 130mil
2019, jan, 19 - Dec, 19 RM3.08-RM5.5 78% return, PAT 153.7mil
2020, jan, 20 - Dec, 20 RM5.12-RM6.50 26% return, PAT 228mil

Historically, the year with 20mil increase in PAT, marketcap increase by 70-80%
Now that the PAT increase to 70-80mil, marketcap should increase to 150-200%

That RM15-RM20 u know? I don't know if u enter at RM1.5 or RM5. But if nobody wanna buy at RM15. It won't get there no matter how good the earnings is. That's why DUFU, PMetal, Vitrox and Penta, Greatec realize this. That's why they did bonus issue and another round of rally.

I will agree that rally just begin. When mgmt realize market cap isn't reflecting earnings, they will do bonus issue to increase liquidity.

Like I say...those oppose increase liquidity is simply because they can't stomach the volatility and pullback. I like pullbacks. Giving me opportunity to sell high buy low few rounds before reach a stage of overvalue.

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2021-02-05 16:25 | Report Abuse

No it doesn't. But it helps with psychology of 10 RM5 is smaller than 1 RM50.
If i'm a beggar, u r more likely to donate me RM5 for 10 times than to donate 1 time RM50.

TG and supermax only have earning visibility for next 2 years top. Can you say the same for SCIB, PMetal, Penta and DUFU? And I left out Vitrox too.

Do u think that 4 counter could reach the market cap they have today without bonus issue in such a short time.

However, I do agree on the point that if bonus issue brings the price down below RM1. Every 5sen up will create a massive selling pressure. I think the right price should be RM1.5.then u can see 30sen up, 30sen up before hitting RM4.5.

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2021-02-05 16:02 | Report Abuse

This logic quite accurate...very good for weak stomach....

Do bonus issue price will rally from RM7 to probably RM10...Sell before bonus issue....
Then bonus issue 10:1. Price adjust to RM1, will drop to maybe 70sen. That's a good time to reenter and trust me...will rally to the moon one...Maybe RM5 from RM1 easily. Take SCIB, Penta, Dufu, Pmetal, Vitrox as example. Will have abit of roller coaster in between, with roller coaster more opportunity to make money in between each peaks.

And ur example of PB, PB has made 2 rounds of bonus issue price went upto RM22 the last round.

The equivalent of RM1 to RM5 with bonus issue is RM10 to RM50 without bonus issue.
Well, i'm quite sure it's easier for me to by something at RM5 and RM50. What u think?



______________________________________________________________________

Mystereo4 I think best to make it exclusive and expensive. Price will be more stable. Take MPI for example. I believe the price will always dip/crash after bonus issue.

Take glove counters for example. Recent jftech too. PBB has been dipping too.

We dont need kaki goreng to push up the price. We just need real investors who understands the value of the stock.

We need people who eat full,sell bao

Stock

2021-02-05 09:12 | Report Abuse

they will do bonus issue when it reach certain price.

Especially registering double digit EPS. and DPS.

See management lo...wanna attract short term punters, bonus issue 10:1. become 80sen. Break RM1.50.

The psychology of penny and a dollar. Think twice when spending a dollar. But spend penny in a heartbeat.

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2021-02-04 08:50 | Report Abuse

Limited upside if doesn’t turn on few more turbines or install few more panel.

But its, as long as paying 50sen per share for next 25 years...I’m more than happy to keep it for retirement

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2021-02-03 22:44 | Report Abuse

Sounds like that’s the new...it nvr goes up...

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2021-01-29 10:11 | Report Abuse

manipulator supporting at this price.

Not easy to see it drop or up.

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2021-01-26 22:21 | Report Abuse

apple168 have to come talk shit here...no choice.

If retailers with 1mil coming into market. He die die hv to usher them to glove or vaccine.
If that retailer come PBBank, he has 1 less retailer to push glove and vaccine up.

For me, I hv both healthcare and finance. Start selling what's over priced and collecting stuff under value. Like tenaga, PB, or Maybank. Imagine DPS back to 2018 and 2019 average with current entry price. That's 10% dividend for the rest of ur life. It's something good to have in ur portfolio.

Gloves earnings is quite clear for next 9-18months. But it's not forever.
PBank earnings is 1.8B since forever and it's gonna be forever. I tot pandemic is gonna hurt it's earnings. Blardy fool. It hardly made a dent. This Teh Hiong Piow, dunno what kinda along. This kinda time, no default one mer? Their debtors so geng? Or they sell blood to pay debts?

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2021-01-25 14:11 | Report Abuse

U see...u cleared ur shares...

But u r scared shitless that u r wrong and it goes up.

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2021-01-21 11:05 | Report Abuse

Uptrendwave, steady pun pipi also...ahahaha...

Dunno if it's gonna bounce. If u plan to breakeven, will hv to average down by collecting at 8sen.

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2021-01-21 10:51 | Report Abuse

Itu la problem...masa tu bila? CNY coming le...Zzzz

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2021-01-21 10:33 | Report Abuse

Fintec punya volume very de funny...Dunno who is buying and who is selling...

It does feels like a good show coming.

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2021-01-21 10:29 | Report Abuse

U ask me...I ask who?

PH_better PNEPCB gloves what stage RJ87?

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2021-01-21 10:28 | Report Abuse

Does that means the yessayers got info? Or just dream in their lalaland?

It's a genuine question. They took 160mil to build a plant. At what stage liao?
The moment first container ship, will bounce to 16sen

jlex11 welcome back the naysayers and sifus.....let see who will prevail...

Cheers guys & good luck..
21/01/2021 10:12 AM

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2021-01-21 10:06 | Report Abuse

Fintec got glove factory liao mer?

at what stage liao now?

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2021-01-04 15:05 | Report Abuse

trying to buy....talk shit.
trying to sell...support support.

Isn't it obvious?

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2021-01-03 12:36 | Report Abuse

waiting for news of share consolidation for 5:1 and bounce to 80sen.

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2020-12-29 20:49 | Report Abuse

U get nothing but ur shares diluted.

u need to subscribe to RI to entitle the Warrant C


singvest Question: If i had Fintec share before 25th does it mean that I am entitled for the free Fintec Warrant C? If so when will I be able to receive it? Thank you.

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2020-12-28 17:18 | Report Abuse

the volume is sick...

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2020-12-28 15:15 | Report Abuse

I'm still very curious...Who go queue 150mil shares at 2sen..

that's Rm3mil to block there....

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2020-12-28 15:08 | Report Abuse

flicking the switch is not new tactics used by banks...

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2020-12-28 11:36 | Report Abuse

Where is the hardcore supporter Alvin and hardcore naysayer Edwin?

One is rubbing in when it drop. The other one rubbing in when he missed the boat when it's up.

You 2 are the two sides of the same coin. Take turn to be s*hai.

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2020-12-28 11:30 | Report Abuse

Although it appears scammy...I'm betting on when a deal is too good to be true. IT IS!

Whole market refuse to acknowledge it's worth....Just do one time, sell some stakes. Rake in some cash, and whole market will believe it.

The things is when? When else if it's after absorbing 75% shares from the market. How do u force the market to spit out the other half of their shares? RI to take ur money, then when u sell ur the other half, he collects. U sell WA, WB, WC, he collects. when he gets 75% of everything.

Guess what he is gonna do? lock in 500mil profit. Park it in the balance sheet. And sell everything back to the market. No one pull this kinda stunt for 5-10% profits.

recovery Fintec market value RM231m. For that we get :-

RI cash = RM114m
Cash from sale of Focus WD = RM26.743m
421.6m AT @0.20 = RM84.32

Total = RM225m

We get free :-
92.273m Seachera
5.57m DGB
232m Vsolar
75.1m MLab
1536.297m Focus
512.099m Focus-PA

oops...I forgot to mention the holdings in MLab-WC and the valuation of the glove venture.
I think I better hold on to my Fintec and its WD.
28/12/2020 11:07 AM

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2020-12-28 11:19 | Report Abuse

30th Dec latest. I confirmed with TIIH.

It means...people the buy OR converted. People that has free OR converted.

excess of 25% all taken up. You and me both too late.

Luckily/unluckily i bought OR and kept my OR.

Who is eating up so many shares...Everyone expecting the dumping. But it's well absorbed.

Tan Seik Eik trying to privatize Fintec or what?

ctooi51 Anyone already received refunds from excess rights not allocated?
28/12/2020 10:24 AM

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2020-12-28 10:07 | Report Abuse

130mil shares on MS
150mil shares on WC

20K shares PA (rubbish =P)

On the opening bell. Who is buying? Who is selling?

Who is supporting? Who is dumping? Interesting show.

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2020-12-24 10:44 | Report Abuse

Ini confirm kerja Tenaganita ni. No one who worked to 2 years. MCO for 9 months will out of the blue take 2 pictures.

"We actually spoke to him and he admitted his intention was to pass the photo to someone so that basically that someone will use it to discredit Top Glove," he said.

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2020-12-24 00:21 | Report Abuse

Mothershare ex date sell liao...now waiting RI ...if drop on RI I buy mother share...

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2020-12-23 00:02 | Report Abuse

Well this ur turn to bring ppl to Holland lo...2025

AlvinTSK, ur punting won’t save u from getting burned...

But look, doubling my armada shares below 20sen has served me very well...

Maybe u can consider doubling ur shares when topglov drop to RM 3.50 laaa....
No need come make Kling Klong kling klong sound as it won’t change the fact if it’s a fact when it drops to RM3.50...Either u man up and buy more. Or cry to mummy...

No need kling klong kling klong. Only show ur desperation nia.

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2020-12-22 20:39 | Report Abuse

Market cap now 300mil, profit 26mil. That's around 8.5% profit. Can pay 5% dividend la.

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2020-12-22 20:37 | Report Abuse

not sure how many noticed, market cap has up proportionally.

Operators already support the price on ex date. Market cap bounced from 200mil ish to 300mil.

and Market Cap has reflected the additional 114mil from RI.

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2020-12-22 20:17 | Report Abuse

2025, I will agree with JPMorgan's valuation. Annualised Profit 2B selling at Markcap 30B.

as of now, annualised profit 10-12B and marketcap beats Maybank. Then, time to sell liao.
Cos, Maybank covid no covid is annualised RM8-10B profit for infinity also market cap 80B. But for TG, supercycle will continue at max also last another 6 quarters.

Eventually, will come to annualised profit normalize to 2B. 2B to demand for market cap 80B. Difficult justify. No bank with super profit ever commanded that kinda market cap.

U hv to understand TG fighting against time. If the high market cap doesn't come sooner, then it becomes less likely to ever come as more people gets into the sector and demands for glove diminishes. Once cheap can become expensive.

Soooooo, if TSLWC wanna do anything. It's better done ASAP. AlvinTSK punting day and night also no use. I will suggest TSLWC to stop paying dividend. Lets say next 6 quarters, TG lock in another RM20B. Just buy letting the cash sit in the balance sheet alone, will prevent market cap dropping below RM20B. Market cap can never drop below net cash balances.

That makes, PE calculation to be... (Market Cap 50B - Cash 20B) / Annualised profit, 2B = 15.
Anytime TSLWC feels like buying a sport car. He pays himself dividend after eating up all the shares from IB and retailer. U pay dividend now, money leaves company making a company worthless. U see even if he has been paying good dividend, how the market treat him?

Money in his company is always better than money in ur pocket la. Force the market cap up.
No point paying these monkey peanut.

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2020-12-22 19:37 | Report Abuse

When is it a good time to take profit AlvinTSK? U know you can't hold forever right?

AlvinTSK Just hold and wait & see !! Lets the nay sayer laugh first ... I prefer to have the last laugh !!
22/12/2020 7:29 PM

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2020-12-22 09:48 | Report Abuse

CIMB bank and Macquire are 2 most unscrupulous, nasty piece of shit IB you can find in the world.

The month of their SCW expiring, the price always pressed gao gao.
You will notice EPF disposing via proxy which you know who la.

I wonder if EPF agrees with how they use EPF's money to manipulate the stocks.
I really hope they burn in hell.

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2020-12-22 08:40 | Report Abuse

Got two ends of desperation.

Those to invested wants it to go up. Those who not yet but want to invest wants it to go down.

Those that not interested won't bother to be here.

I'm both invested and wants to invest more. But I won't unless I can't get good discount.
So, I'm neutral.

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2020-12-21 22:25 | Report Abuse

can throw warrant at 2sen, my cost for fintec is only 6sen...OK la.
wait they do 10:1 consolidation. Will collect another 100K from sorzai.

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2020-12-21 22:21 | Report Abuse

the amount of replies here doesn't reflect so le...


AlvinTSK still in green so not that worried!!
21/12/2020 10:10 PM

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2020-12-21 22:08 | Report Abuse

Wait la...6-9 months still got leg...

why so panicky?

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2020-12-21 22:07 | Report Abuse

AlvinTSK, u stake in how much? So paranoid?

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2020-12-21 12:58 | Report Abuse

It's discovered that kiss my @ss cures covid.

So, according to his logic. He should come kiss my ass...=D


sieng1987 and according to your logic, we should invest vaccine related stocks? is that so????
21/12/2020 12:51 PM

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2020-12-21 09:57 | Report Abuse

Like I say...You are neither that naïve nor ignorant. You are just opportunist Sam Singh.

Evidently, you are just a crook exploiting these pitiful migrant circumstances in a appalling way. At least, topglove spent money to build them 5 stars accommodation and facilities.

What have you done for the migrant worker while they pave ur way to Canada, Norway or Sweden? You should ask you sponsor and read my comments. I'm confident they will find me more principled and brave. You take advantages on people whenever you see fit.

Now, what happens to the migrant worker or tenaganita after you left? Escaping isn't standing your ground. That's cowardice! What happened to your principles and bravery? None of your concern anymore like your typical coward.

I guess she is the naive and ignorant fool that failed to realize your self-centered agenda.

========================================

I was thinking about Denmark or Norway. But now can also consider Canada.
So, if you all here don't value human dignity and rights, that means you want to continue living in a pig sty. If that's the case, better that I migrate to better places where the people will be happy to have me. YOUR LOSS if it comes to this!
21/12/2020 9:07 AM

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2020-12-18 17:14 | Report Abuse

Guys, u think most here are educated is it? even educated doesn't mean they are civilized.

Actually, mingling with uncivilized people quite fun. They are emotional and irrational. And they believe into their b*llshit so much that they think sunset in the east.

1) bo tai bo ji, wanna become hero for the migrant.
2) Market cap 5 dollar, earning capacity. 1dollar perannum. Over value. Sell
Market cap 5 dollar, earning capacity -ve, Undervalue. Buy.

Really kong kam see, kong kam buy. Kong kam see, kong kam sell.

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2020-12-18 17:08 | Report Abuse

Mana edwin? His chance to call people s*hai for straight 2 days.

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2020-12-18 11:09 | Report Abuse

When retailers own less than 15%.

Gap up twice. Who is the winner? Definitely stupid retailers that sold.

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2020-12-18 11:08 | Report Abuse

Don’t forget, EPF still owns 5% of Topglove despite all the selling....

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2020-12-18 10:55 | Report Abuse

I hv another conspiracy theory. IB short sell for a while now.

With the position they just short. they gonna buy back one go to push the index above 1700pts without using their own money.

That will be interesting to see. Rmb, in the end of the day, it's just about how to look good.
And if they can push index to close above 1700. They will look very good.

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2020-12-18 10:37 | Report Abuse

When Japan came to invade Malaysia, it was tali barut that sold out the country.

So, be extremely vigilant and cautious with these Western funded NGO.
They always have ulterior motive.

Plantermen Visited the TG factory tour previously { during their AGM } without prejudice the workers working conditions are much better vs other industries. May not be the best but certainly at par with overseas factory. Personally { my own view } certain NGO are targeting Malaysia companies. Example are the plantation industries now the glove producers. This western funded NGO are biased in thier reporting. A good example is the oil palm standards vs genetic modified SBO.
18/12/2020 10:26 AM

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2020-12-18 10:29 | Report Abuse

What's missing in ur reasoning is...time period...

They can make money in both the short and the long run. While retailers have very short holding power unlike them.

Anyway, like I say...if retailers can hold TG above certain price. We are the king maker.
15Dec total short position on TG was 103mil. As of yesterday, 17Dec reduced to 95mil.

If we can hold it above RM7. More IB will buy back as damage becomes intolerable.
If TSLWC and retailers can get in agreement and push price to RM8. These IB will bleed more and buy back at higher price.

This is a good opportunity to make the IB bleed for manipulating the stocks.


Geek2020 Public Bank, EPF and all other banks have moral obligation to support the one industry that we have 65% world market share. Topglove must improve and MOHR must ensure monitoring. But for IB research to downgrade based on tht is wrong. When you downgrade, it must be based on earnings capacity. ESG issue is a governance issue which will be handled by the government. Dont just because of personal vendettas, you suppress the share price. EPF is still in it. Technically rakyat’s money is invested in gloves.
18/12/2020 10:11 AM

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2020-12-18 10:16 | Report Abuse

The whistle blower could be hired by Tenaganita to purposely take pic at angle that appear SOP arent followed.

Where tenaganita knows very well Topglove will fire him.

First victim. The bangla
2nd victim. Topglove

The @sshole. Tenaganita. 2 Juicy news and potentially hired by IB to execute it.

Because until now, tenaganita ain't doing shit for workers in construction and plantation where the conditions are far worse. People do things for their personal interest and agenda.

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2020-12-18 09:20 | Report Abuse

Or loss...desperately pressing the price down...


Geek2020 That would fall under PSS and not RSS. And net short means, they HAVE sold the shares and not waiting to sell. Now they have to buy back to lock profits.