HLT 0.95c EPS with RM1.71 price.........that is very bad result

TS vs iconic, EG and Notion who all running lost Q, EPS is growing.....just need next Q result to continue up then will back to reality

let see what next Sept month but Taiko TopGlove big movement next month will help to lift all HC/Glove counters, if not have to wait another month

@ForceBWithU...I believe cash reserve for expansion or sustain during the storm better than share buy

Tekseng(TS) Vs OcnCash r same price n movement up OcnCash r run faster, reality is TS earning r much better n I believe if continue increase the EPS ultimate real investor will be come in

EPS is still the key and back to basic

TS Vs OcnCash r same price n movement up OcnCash r faster, reality is TS earning r much better n I believe if continue increase the EPS ultimate real investor will be come in

EPS 1.1c and share price 2.95. Bubble?

Most of the palm oil co make profit n yet tis co keep on bleeding

lockdown Apr to June and shown Profitable is excellent vs many others Property firm such as SP setia, Simeprop, sunway where all running in the lost, nett cash and no borrowing is the key and with cheap landbank. Well done Muiprop. A lot of safety margin. Hpe soon good news from Aus Gold mining

@NathanScott.......TS need to prove to shareholder EPS is better and better.....maybe is another hidden Gem instead of goreng and goreng

Earning n Bonus Issues is the key for next QR end Oct/Mid Nov, let see what AGM 27th Aug what management said

anyone know when they start drilling?

@SwingTrading and @ ForceBwithU, I believe need to wait till TS management make some media publicity on co business progress and development especially 20M investment such as when new machine arrived and start production, same time deliver the next better QR result. Right?

@ForceBWith U........EPS is the key.......let see end Oct next QR result will know

@ForceBwith U : Can share how you calculate or justify EPS 3.00?

TS oso make this new products now for plastic ccp can view thru their website
Good ! meaning they oso do plastic packaging products
http://demo.broncos.com.my/our-business/
CPP

Our Cast Polypropylene sheets, commonly known as CPP are our new range of product offerings. CPPs are characterized and portrayed as cleaner and environmental friendlier products. They are widely used in stationery, food packaging and other industrial use.

20M investment I believe not just limit to PP Non Woven because the machine fit to all their PVS segment where this is the grow area for next few years

Anyone know Tekseng make PP Non Meltblown or just PP Non Woven fabric?

Thanks Nathan, can know tekseng make pp meltblown?

anyone know the different between pp non woven n pp meltblown?

Need to see next Q3 result by end Oct ....Earning need to be up then follow by share price up

@Babi Shark...…..hope yr wish come thru......still interested to know where you get these?

@Orlando, any reasons you think TS reserve to enjoy the PE 20?

I think you all need to look into Lim family, if TG net earning is 1B and div policy is 50% meaning 500M, Lim family let say hold 40% share meaning he will enjoy 200M div. for him buying because he is more confident than anyone here due to he knew every detail of his co.

face mask will be the life style everyone to adopt for at least a year or more regardless vaccine or not. Today read the news from Sinchew interview public and farmasi, those mask from china r easily available with price of RM25+ /boxbut those local manufacturer r out of stock n selling RM 49/box, meaning Malaysian still looking local mask manufacturer instead of china make

Ultimate still back to Earning is the key driver

Hi BabyAce, thanks for the points but will be good if u can make it clearer what exactly you want to tell?

@yttihs pls add me thanks

Expected how many cents?

@value investor 888 : what do you think Q3 EPS will be?

We invest stock based on earning...….except if u r short term then based on sentiment n chart...…...u can see those Tech stock earning 1c or 2c already jump to 3+...that is sentiment n growing story

prospect of TS still bright and wait for next QR result end Oct/Nov will give wake up call. Expected better than previous QR, last 2Q r much better than the rest of the co of making mask or PP non woven

pls add me thanks

pls add me

Notion last QR report mention below
Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M.

@888Next : seems like different from the last QR statement? can help to clarify

Company financially are net cash. Sentiment is bad now for HC but it drop to level of under value can average down. This company have turnaround story after write off solar for past 2 years

@ killsthebear can know what are the different PP meltblown filter fabric vs PP non woven?

TS need to prove their EPS is on the rising and boss need to be in front of the media to talk about current investment n future earning

From TS Website
These Non-Woven Fabric comes in a wide selections of colours.

Examples of their uses are: -

Hygiene
baby diapers or nappies
feminine hygiene
adult incontinence products
wet wipes
bandages and wound dressings
disposable bath and face towels
disposable slippers and footwear


Medical
isolation gowns
surgical gowns
surgical drapes and covers
surgical scrub suits
caps
medical packaging: porosity allows gas sterilization



Filters
gasoline, oil and air - including HEPA filtration
water, coffee, tea bags
pharmceutical industry
vacuum bags


These high quality PP Non-Woven Fabrics are manufactured by our direct subsidiary Double Grade Non-Woven Industries Sdn. Bhd.

@gick891214 TS r pretty low profile and not really explain where they supply the products and how many Non Woven contribution to the PVC segment

@NathanScott good one......medical beside supply to mask producer

Anyone here know what are the different between PP NON Wovern and Melt-blown Non Woven? price and products? UPA and Notion both invest 10M are making Meltblown n TS make PP non Woven n invest 20M

Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M. Just curious with investment of RM 7.5M can generate 62M revenue???

I was wondering how much TS sell the Non Woven with 300ton /month full capacity
Anyone in this industry?

@ForceBWithU, thanks . Any ideas how much they sell PP Non Woven per ton? they r running full capacity 300 tons/month. It will double the capacity when new machine come in Q3

Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M. Just curious with investment of RM 7.5M can generate 62M revenue???

@ForceBWithU, can know how local face mask producer compete with oversea such as china and etc? same apply How TS/UPA non woven compete with China/low cost producer? really need to find out more

anyone have ideas how much TS export business for PP non W?

Thanks gick891214. Q3 definitely will be good since they had interview by the edge had mention PP Non W 200% price increase for June to Aug, (Apr n May is 300% increase ), by putting 20M new investment is good provided price is maintain but I believe the management are very experiences in this field and know the return n risk.

@gick891214.....I believe Malaysia not affected much now unless spike up again on 2nd wave but more on Oversea but TS focus more on domestic market for PP Non W based on his interview unless they are starting market oversea.

Can Any one can share the opinion what are the risk for TS invest 20M on Non Woven? what happen if the demand slowdown and PP Non Woven price reduce?

@M16s, very informative questions of summary, can you share your answer for those question and your opinion is important to let new in this to study and digest, thanks in advance