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1 week ago | Report Abuse
Vitrox has been downtrend since Jan 2022. Although the share price showed near term uptrend for past 1 month due to bonus issue, there is a strong resistance zone at 7.80-8.00. 1Q24 is expected to announce on 24/4/24 in conjunction with AGM / EGM for bonus issue. Based on the current sentiment, the upcoming QR carries a lot of uncertainties. Notably, the effective tax rate has been increasing over the last quarter which has eroded Vitrox's profit margin. If the result is below expectation, operator may press down again towards 7.00.
2022-03-19 21:20 | Report Abuse
Next month 26/4/2022 is UP virtual AGM. We can throw all our doubts to management through the virtual platform. Let’s see what are their replies.
2022-03-18 22:48 | Report Abuse
I think UP is using forward contract to hedge his refinery segment. Those player with upstream and downstream business such as KLK, Sime Plant also has forward contact as hedging. I think they are hedging for downstream business. SOP and Taann are purely upstream player, hence, they hardly have any forward contract sales.
2022-03-18 18:42 | Report Abuse
Ya, based on the forward contract, UP likely estimates the CPO price for 2022 and 2023 in the range of RM3000 - RM4000. I guess UP management did not expect about Russian-Ukraine war and did not foresee CPO can reach RM 6000 - RM7000 as what it is at the moment. @ ooihk899, since they are hedging too low, what do think about the impact of derivative loss on the coming quarter?
2022-03-18 16:08 | Report Abuse
Q421 ASP was RM3263, far below MPOB as well as other plantation stocks. Even though TSH has huge exposure to Indonesian market, their ASP was RM 3570. UP is superior to her peers just simply because of their ability to minimize cost of production. Otherwise, their ASP is much much lower than her peers because of all these forward contracts. Anyone can highlight me why UP exposed so much to forward contract? Nearly half of their production volume has been tied with forward contract, which is pathetic in current situation.
2022-03-02 21:08 | Report Abuse
@ apple 168. Bro, 2.5 cents was 3Q21 dividend and it had been given in Jan 2022. This quarter is 0 dividend. If you have vitrox, you get nothing except capital loss.
2021-12-17 18:16 | Report Abuse
Inari is not the only OSAT player in the world. They are awarded the OSAT contract from Broadcom because of their good long term partnership with Broadcom for the past 10 years. If Apple decided to produce their own wireless 5G chips, there are so many top OSAT available in Taiwan, such as Taiwan Based ASE/SPIL/Powertech or American based Amkor. Taiwan is likely the top priority of Apple if they have to choose a OSAT for their own 5G chip.
2021-09-11 11:51 | Report Abuse
Based on Mr Sia interview, paragraph 3 last sentence.
2021-09-08 16:15 | Report Abuse
Fuiyoh. Break resistance 5.70 - 5.75. Next resistance is 6.00.
2021-09-08 15:32 | Report Abuse
5.70 road block cleared already. The management had given clear guidance in the QR prospect that UWC will focus on front end semiconductor, ATE, 5G tester and autonomous vehicle reliability chip tester which will ramp production by year end 2021. They have completed PIKAS programme and there will be no issue for low utilization anymore in next quarter. UWC is expected to have QoQ growth for next 4 quarter.
2021-09-07 16:15 | Report Abuse
Buy Inari and MMSV, their end customer is Apple.
2021-09-06 20:08 | Report Abuse
Apple is going to launch iPhone 13 this month. Apple theme play such as Inari - 5G RF (broadcom), Frontken (TSMC) and MMSV (LED tester) will rocket up until next year.. iPhone 13 will record best sale ever in Apple history.
2021-09-06 20:02 | Report Abuse
OMG!! Sam CEO start selling own company share @ 15.00. I thought Sam worth at least 30, why he sold so early??
2021-08-26 17:13 | Report Abuse
Boss is considering to give bonus issue. Likely they will declare next year before AGM so that AGM and EGM can be held together.
2021-08-25 19:29 | Report Abuse
Very good QR. Tomorrow testing new high again, break 17
2021-08-18 14:39 | Report Abuse
When retailers are busy buying.. EPF and Dato Thong actually busy selling to you. :)
2021-08-14 09:22 | Report Abuse
3 days drop 20%.. this is MMSV style
2021-08-13 16:56 | Report Abuse
But Foxconn never provide any Apple business to PIE. 5G iPhone 13 is nothing to do with PIE.
2021-08-13 16:44 | Report Abuse
Wash plate and recover completely. Good jobs.
2021-08-06 20:37 | Report Abuse
EPF disposing = Share Price rocket up. You see hartalega, EPF acquiring = Share price waterfall. Which one you prefer?
2021-08-06 15:57 | Report Abuse
Sam Kor concert so fast finish ah?
2021-08-06 14:22 | Report Abuse
Gooshit is a loser, he has lost all his money until he has to sell off his laptop and phone, that's why he disappeared from here already. Now he is begging at roadside for foods.
2021-08-06 11:10 | Report Abuse
Took profit already. See you next time, haha.
2021-07-22 17:39 | Report Abuse
Fantastic QR! highest revenue and PAT in history, and don't forget this is just 2Q21, more to come.
2021-07-21 19:31 | Report Abuse
chicken vs beef? Apple vs orange??
2021-07-21 17:15 | Report Abuse
Ah Koon, you sound like wanna telling us your mum is a woman, you dad is a man.
2021-07-08 13:58 | Report Abuse
bro, how much money you lost in supermax?
2021-06-21 21:43 | Report Abuse
Director had disposed the share in open market and run away already.. good luck for those still wanna to buy this stock.
2021-06-18 19:27 | Report Abuse
i think is bonus issue, not share split
2021-04-21 21:23 | Report Abuse
Bro, how much you lost in supermax, share share la with us
2021-04-01 20:15 | Report Abuse
con yew yin become super trader, one day one stock
2021-03-26 17:42 | Report Abuse
looks really delicious.. congrats who bought in Superln
2021-03-26 17:40 | Report Abuse
This fella lost money until gila already? Hallucination? Create fake news?
2021-03-20 20:22 | Report Abuse
Ya it should be back to RM6.00 soon.. pending for another gap down next week
2021-03-08 22:15 | Report Abuse
Yes Sunright share price up but no volume Bro
2021-03-07 21:03 | Report Abuse
Con You Yin, how many tons of money you lost in supermax. Jom, come out yam cha and tell us leh.. haha
2021-03-05 11:58 | Report Abuse
Better sell now when still have profit, when the market panic sell next week, then all profit turn to loss money, really not worth it.
2021-03-05 10:43 | Report Abuse
Con Yew Yin, how many tons of money you lost in supermax, tell us la. Haha
2021-01-27 17:38 | Report Abuse
red candle shooting star, cut loss, so painful
Stock: [HENGYUAN]: HENGYUAN REFINING COMPANY BERHAD
11 hours ago | Report Abuse
Today I urge all the retailers in KLSE, please boycott this China Man rubbish company. This is no longer the Shell Company we know of 10 years ago. This is a Conman Shit Company run by a group of cheating China Man. This is a killer company who purposely set trap for retailers. Please stop trading this stock and let the operator hold the company share until it become toilet paper. Thank you.