Dear KW, I would like to take my reserve seat (Rank 15 for year 2020)
I would choose below with each 20% . Thank You
1) KGB
2) LC Titan
3) OSK
4) JHM
5) AbleGlob

Dear KW, I ranked 15 for year 2020, my name is tftey
I would choose below 5 with each 20%. Thank You
1) KGB
2) LC Titan
3) OSK
4) JHM
5) Ableglob

It is good timing to accumulate now at LT 0.80

Still adding its warrant at 0.33. Good discount

Few positives for Samaiden-- Electricity price going up, Easing regulation for Solar installer, RE allowed to sell to other countries, Government aiming for more RE

Keep adding its warrant. Have discount now.

KW Tan,

I am among the Top 20 for year 2020, below are my 2023 stock pick

1) JHM --15%
2) KGB -- 15%
3) PA -- 15%
4) Samaiden-W -- 15%
5) LCTitan -- 15%
6) JAKS -- 15%
7) FLBhd -- 10%

Thnaks You Very Much

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

Q1 22 profit should be very encouraging

Dear KW Tan,

I am No 15 for year 2020. My pick for 2022 as below

JHM --20%
KGB --20%
FLB --15%
MFCB --15%
Canone --15%
Samaiden-W --15%

Thank You With Best Regards

Dear KW Tan,

Thank you very much for all your hard work. This is tftey, I am among top 20 for year 2020. Would like to participate year 2022 competition as below;

JHM --20%
KGB --20%
FLB --15%
Canone --15%
MFCB --15%
Samaiden-W --15%

Thank You With Best Regards

JHM on EV has secured and it is real, Genetec on EV is a story only. You guess who is better?

Have secured over RM60 millions contracts in less than two month. That is equivalent to 18 months current sales. Very Good.

Q2 revenue and profit looking good

Continue to accumulate Warrant. Bigger potential in % wise compare to Slvest-W.

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

Good results, if added in the Realized and Unrealized Forex exchange losses at RM3.5, The profit would be at RM11.5m, which is all time high.

Good company. Difficult to find one company here that benefited from BOTH EV and 5G, and it is NOT plan or talk only, but already in the business.

Good results with profit almost double up cf last quarter at RM150m. Looking forward for further improvement next few quarter. On the way for better.

With Fibre optic 5G huge potential requirement and EV Charging parts, again huge potential. Looking very bright future soon.

JHM's prospect is much better than D&O

This is tftey -- (I am No 15 for year 2020)
My pick for 2021 competition as below ;

1) JHM --25%
2) JAKS -- 20%
3) FL Berhad -- 15%
4) LCTitan -- 10%
5) MNRB -- 10%
6) KGB -- 10%
7) Fintec-WC --10%

Thank you

Results is rather good considering Forex losses about RM2.5m.

Most likely would have reasonable profit for Q3

Good news coming, one by one.

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.

The spread between Naphtha and PP/PE have been widen substantially started April. Demand has been improved after MCO. Could be beginning of up cycle for resin producer now.

My estimation for Q2 profit would be good at the range of 150 to 200 Millions.

Ruberex's EPS is better than Comfort despite end March while Comfort already factor in better price April. Hence, Ruberex should be higher than Comfort.

Top Glove's EPS is more than double of Supermax. Agreed with KYY to sell Supermax and swap to Top Glove. It is much better to sell Comfort and switch to Ruberex too as both having similar EPS.

Ruberex should be higher than Comfort. The reason, same last Q EPS, but Ruberex end March but Comfort End April. Glove's sales and price keep improving especially March April time frame.

JHM is much better than JFTech.

Good sign. Despite huge number of new converted share. Market well absorbed. Once digested, time to surge.

Risk and opportunity assessment on W, Downside risk about 15% max, Upside opportunity (Buy W, convert and selling mother share) about 100%. You guess ??

Hi DK, please add me. Thank You

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.

1.60 is good entry price now

Dear KW, My stock pick as below;
JHM -- 30%
KGB -- 15%
JAKS -- 15%
Hengyuan -- 10%
VS -- 10%
Cypark -- 10%
LBAlum -- 10%

Thank You Very Much

Value added process for UACE would be another important milestone for JHM. Stay tune.

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.

Opportunity is much higher than Risk for Jaks

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.

Positive surprise for Q3. Would have further positive surprise in Q4, with additional capacity and sales and raw material cost remain low. Reasonable to trade at PE 12 to 15.

Assess Risk Against Opportunity in this case, much more opportunity compare to risk.

PA have 200% upside potential with 20% down side risk at current level. Worth the value.

Good value at current price. KYY may start collecting slowly now. Who knows?

Good investment. Can see the contribution right away.