Rather bullish with Samaiden and its warrant. Looks like Samaiden's management is better than Slvest by observing the earning capabilities alone. Probably both mother and warrant price can overtake Slvest in the near future.
Now Slvest-W at 0.23 and Samaiden-W at 0.17. Probably Samaiden-W price would overtake Slvest-W price in due time. Factors considered such as EPS, earning potential and capability and warrant conversion price.
Few points from the AGM ; Secured 3 new customers namely Proton, Volvo and K ( Japanese big customer ) To start production for K by Q4 22 and Proton by Q4 22 Several model submitted for final qualifications for Volvo
Positive for FL as below; 1) US$ very strong 2) RV good sales 3) Wood's price keep going up 4) Q1 like no more MCO impact Hence , Q1 22 results should be even better than Q4 21 Exciting time ahead for FL
Few points to add as below; --New customer Volvo would contribute positively in 2021. --New JV for Proton parts to start supply by Q3 2021 --Supply Sheet Metal parts for EV Charger to US company, strong demand Q2 onward. --JV with MASS on precision part, Target plant ready by Q4 2021
Supermx's have the best potential among the glove players; Reasons are 1) Highest EPS at 30s 2) Newly Included into MSCI with high ratio 3) Percentage of Nitrile glove very high 4) Benefited from TG banned from entering US market.
Survey shown that China opt for private driving at 66% now compare to 34% before Covid 19. US would see increase with private driving after Covid 19 too. Hence, less with public transport and more with private driving.
Vietnam Electricity Shortages is similar to Malaysian during year 1993 due to drastic economy growth. Hence, JAKS's deal could be good. Take a look at YTL Power those day, ALL profit from YTL group were from YTL Power for long period of time.
Recalled YTL Power experience. Early bird enjoy all the fruit. JAKS may repeat and enjoy the fruit like YTL Power those days. Electricity demand by Vietnam now is like year 1993 in Malaysia, ie severe shortages.