Hope Pwroot is able to report EPS 2.3 cents to 2.8 cents on this quarter.

Hike in profit margin from 14% to 21%. Starbuck has increased the selling price of the products by 20%?

Up so fast liao!

People used to think USD would turn into toilet paper. After FED taking harsh actions and turning USD into a harvester.

Ah Hock has abandoned stablizing the price.
Ah Hock wait for 80 cents?

Follow the economy cycle investment lor. Market boom and burst so many times already. Nothing new.

Glove is a masterpiece of the latest experience in the past
18 months. Never underestimate the power of Mr Market .

Earnings has been trending downward in last 2 quarters. Next quarter EPS could be 2.3 cents with estimated annualized EPS 9.2 cents. The share is traded at PER 37x before factoring in expiry of pioneer status on 28 Mar 2023. When pioneer status is expired, the share would have exchanged at PER 49x. ( PER 37x / 0.75 )

TP 1.90 remains intact with expected PER 21x or 28x (when pioneer status expire)

Recession is small matter adhering to the nature of economy cycle whereas hyperinflation is a big trouble.

1st TP RM 4.0... 2nd TP RM 3.0

Borrowing RM 6 billion. Hike 2% interest rate would add another RM 120 million in borrowing costs per annum.

TP 2.0 or PER 20x...reasonable level lor.

Warm water cooking frogs?

People love reading comments about USD would turn into toilet paper...very syok.. What had happened when Fed hike interest rates and shrinking balance sheet. Which currency becomes toilet paper? Lolz

No matter how. Commodity prices must beg to Fed cause price soaring was ignited by plenty of hot money.

FED just started its balance sheet shrinking and hiking interest rate by 0.75% only. More to go by the end of the year.

Ginseng chicken soup again from IB! Explosive growth will only start happening earliest 2024 when new chips making facilities are ready available.

Phlx Semiconductor index looks like targeting 2.3k or 20% more to go.

Nasdaq gg. No problem if pricing doesn't matter in the investing. Earnings of Apple peaked, Microsoft peaked, Alphabet peaked, Amazon & Facebook trending downward.

Nasdaq gg lor. Amazon was goreng until so high PER and earnings has been trending downward for the last 3 quarters. Now Amazon remains traded at PER 61x....expect to down at least 20%.

Bye to commodity when Fed standing firmly in countering high inflation. Balance Sheet reduction and interest rate are powerful tool to bash down inflation.

Kotra needs to prove to the market that its margin hike is sustainable for 4 continuous quarters . Therefore, the upcoming QR is crucial justify the margin leap.

Simple logic is IBs and fund managers also wanted to take advantage from the volitility of the share prices.

Hot money never staying in a sector for a long time.

Many Nasdaq technology companies earnings peaked the last quarter, earnings for the rest of the remaining quarter would be lower and lower.

When the price chart heading south, what fantastic fundamental or technology is the mega trend, all turns into nonsense in the mid term.

Baosteel ad for employment of Assistant Production Manager. Salary: 4,500 - 6,300 MYR.
Salary so low ke?

Hike in minimum wage. Good news to consumer sector.

https://www.bernama.com/en/news.php?id=2077379

5 years pioneer status will expire on 21 Sep 2022.

Greatec's 5 years pioneer status exemption from income tax to expire on 28 Mar 2023.

Generic discussion. Period!

HangSeng? There are many Technology and Semiconductor counters in Nasdaq for investment...so much opportunity in the future. No hurry now.

Buy Benz in Malaysia for syok riding on the road. Buy share in Bursa or worldwide for syok riding on the road?

TSMC is exchanged at PER 21x only lor.

Bargain price? Wait for 2.0 la. Teradyde is traded at PER 19x nia.

Nasdaq is targeting 10,800 support?

Pwroot will follow the footsteps of Nestle defending margin of the products and forecasting more price increases ahead.

https://www.reuters.com/business/retail-consumer/nestle-q1-growth-beats-expectations-thanks-strong-price-increases-2022-04-21/

No additional news about the implementation of sugar tax in April 21. Delay?

Turnover has been recovering in Middle East and overseas segment in the last few quarters.

Main masak2. Lolz

Kotra has invested RM 179m in PPE from FY2010 to FY2021 and the accumulated depreciation is about RM 124m during this period. With the PPE depreciation in RM 14m per annum and nil massive Capex, the depreciation amount will be reduced RM 3m/year after 3 years.

Thanks zzprozaz. Surged in profit margin is highly likely due to increasing in appeton products sales. Nova is another one enjoying high profit margin from its supplement products.

Recovery play!

Recovery play!

In the end, ALR would pay RM 5.08 per share only to Litrak. Not attractive enough to shareholders. Many small holders bought above RM 5.5 in 2017.

The final Equity Value after taking account Enterprise Value is 2,698m.

MC = Market Capitalization
MC is not available so DCF may be used in calculation

Formula and Calculation for Enterprise Value (EV)

EV=MC+Total Debt−C
* C = Cash and Cash Equivalent

Portion of EV attributed to Litrak 2246m + 452m (Sprint) = 2,698m.

Litrak has to seek approval from the shareholders for the disposal of LDP (subsidiary) and Sprint (associate). Without capital repayment exercise , shareholders wouldn’t approve it la.

Growth is stagnant. Max PER 20x.