Not many companies in klse achieved yoy revenue growth and strong earnings growth in april to june quarter. Mnrb managed to achieve this feat despite the lockdown period. Therefore, high possibility a sustain growth should be within reach in the coming quarters. In addition, yoy interim dividend increased from 2.5c to 3c despite covid pandemic induced economic shock. It just show last 2 years business remodeling is bearing fruits. Possible a strong hold for long term structural growth.

SSD cost about 3 to 6 times more expensive than hardisk ,in addition to their capacity limitations. Shld be a long while before it can replace.harddisk for large data storage. IF you look at the recent balance sheet, it is net 280m cash tech company. In addition, its operating cash flow is strong. There are not many tech company in klse which got about net 40% plus cash backing in their balance sheet at current price.

Harddisk demand will be very strong going forward due to cloud computing storage and storage for 5G implementation now. Both are very high growth sectors accelerated by work from home n the need for fast speen internet. SSD could not compete due to pricing n limitations on storage. Both harddisk n SSD serves different market.

Ner cash about 67m which is about 22.5c cash per share. Coupled with existing about 1b contracts in hand, earnings going forward should b positive.

Company shld perform better overtime due to AA focus on their big data/AI platform capabilities. AA Anxilary growth expansion shld benefit both tunepro and AA group immensely.

Looks like company's restructuring plan in reducing motor portfolio is bearing fruits.

Guess 3 parts of revenue is in reach favour for 2nd q
1) oil price.average 1st q usd 64 a barrel increased to about usd 72 a barrel for 2nd q
2) production 1st q average 2.9k per day increasing to estimate 3.1k per day. Exclude rm7m value delayed in sales.for 1st q
3) rm weaken slightly for 2nd q as compared to 2nd q...estimated to b about 1% plus.
Estimated increase in revenue shld b from 1st q rm 42m to about rm65m to rm 70m(hopefully).
Overall quite a significant increase if the above guesstimates are not far off. Any Comments?

Possible strong growth company as all verticals are in 4th industrial revolution sectors. Hope for the best and have trust in the forward looking management.

Since oil price is low n no approved.deals yet, we should feel very safe in holding sona. Better deals could b worked out over next few months. Time is still on our side.

Wont b surprised If sona shareholders will reject this deal if price is not renegotiated. Irr is supposed to be at least 15% as a guide. With brent below 70, it.might not b achievable.

Worthwhile holding due to cash back guarantee esp in this uncertain market

Decision should b soon....strong support at 43c...stay cool everybody