It depends. If the manufacturer can pass on the high material cost to the consumer, then profit level could be maintained otherwise profit will drop. It all depends on market forces and whether there is any alternative to toilet paper of paper.

no big drop. price w recover. still maintain 1 cent dividend similar to last year same quarter

Assuming Q4 eps is 1.0 cents which is very conservative, total eps for FY 2021 = 1.0 + 5.62 = 6.62 cents. Fair value = 0.062 x 20 pe = 1.24 . If more conservative fair value = 0.062 x pe 15 (arbitrary ) =0.93

i thk Q3 result will be out either today or monday

ya running ...

https://klse.i3investor.com/blogs/kenangaresearch/2021-03-05-story-h1542032713-Daily_technical_highlights_ndash_NTPM_IGBREIT.jsp

I observed one typical price pattern approx. one month or less prior to the release of quarterly result, this stock would start moving up. For the past two quarters. May be by then the unaudited results is known ?? Assuming Q3 result to be released by 19 March 2021, price started to move these two days is about right ??

i think value emerge at this level...selling has ceased. investor realized this

FlyingElephant is correct in saying so. Hopefully the surge in sales can offset the high freight cost

Poh Huat is solid. No worries about temporary set back. Consider the weakness as buying opportunity. See with the bad news it still hold at 158

take heart all who invested in PH. Demand for housing and furniture from USA is still v strong. I am adding PH to my portfolio when ever it drops. averaging down.

I think you don't belong to the above two categories but instead buy low sell high

ha ha well said yesyesyes

it is ok. look at its fair value. In the medium term it will bounce back and scale higher

thanks dipopolkan. ya i am collecting when dip

opportunity to buy on dip...this stock will continue to do well

base on Q1 & Q2 result, cum eps=2.53 i think no problem to achieve eps of 5.0 for 2021. Assuming pe of 20 (historic), fair value = 20 x 0.05 = RM1.0 fair value

PTL! 13.7 mil net. Yoy 1,113%

indication is that Q2 result is good as they are still using cheap raw materials...FIFO

thanks Terence & dipopolkan

Thank you Terence. Any chance to share with us the write up by RHB ?

I think 18/12 is possible base on past years statistic. Kwong Do, is it from reliable source? Thnx

i think game over for the time being ...current price has already factored in all the news. They have to deliver the results before price can resume to go up further.

Phan already knew PBB wont "kow tow"to him in subscribing to his license. Therefore he resigned

i think Phan don't need PBB anymore since he is taiko in cambodia and can access to top ppl there base on his connection

as i pointed out earlier Phan already resigned last month and yet the Edge link the deal with PBB !

limit down

buy on rumours sell on news

i knew him when we were school mate 44 years ago but now i doubt he remembered me

pyh96 are u related to Phan Ying Tong ?? Ha ha

according to reliable sources he had resigned last month ??

from Ipoh..

Phan Ying Tong is the man who brokered the deal..

ha ha i think flyfly knows this stock too well

noted with thanks Karlos

yes agreed. banking license is only a catalyst though market could give some upside to its price. The fruit can only be seen much later say in 2 years time upon commencement. Therefore RM5 target will come later and not now in my humble opinion. I hope i am wrong.

according to some reliable sources, the guy who worked in cambodia for one malaysia's bank had already resigned last month from the bank. He is the person who got the banking license..He will start new bank. Can someone verify this statement ?

slow and steady...fair value @ 1.00 assuming profit 60 mil...pe@20 eps 0.05

https://klse.i3investor.com/blogs/kianweiaritcles/2020-12-07-story-h1537445175.jsp

TP 5 is rather impossible. sorry!

TC Wong what is pp stand for ?

no one is sifu in this forum Besafe. We can only use our best judgement and share invaluable information to help small retail investors like ourselves to maximise gain and minimise losses. Caveat Emptor always!

rose from 0.66 to 1.04 within 11 days with whopping 57% profit ! Do u think profit taking is normal?

Gapup2moon is spot on! I had mentioned previously that there is happening this month!

breakthrough psychological hurdle of 0.8 with strong volume

the small losses is already factored in. Moving forward, I think they will focus on investment / asset management besides the conventional business of hydro power and transportation

Thanks Karlos for the info.

may be Karlos would like to give some opinion here ??

Besafe, this one i really don't know as I don't know how to value banking license to derive their fair value. sorry

banking business in Cambodia soon to kick start