What EV or fundamental are all gimmicks la. Look at the price chart and people already known where it's heading.

Seagate is traded at PER 12.3x whereas Western Digital 7.9x nia.

Wait the Bursa Technology sector PER valuation dropping until almost on par with the global semiconductor companies.

Sector rotation play remains dominant in the market.

Technology mania outdated lor. Bursa is staging a plantation mania

Thanks The_JQuestion.

Tickets are limited. 82% of the shares are controlled by less than 30 shareholders. Fong siling is a shareholder too.

Desktop mode in phone is more confusing.

Do the benchmarking with the sector. Overvalued or undervalued? It's up to you.

Tin consumers likewise have learnt this lesson. Tin may not be their main cost factor to their products but it is critical. They would rather spend a bit more money keeping more stock in the storage just in case while the price low.

As said before, global tin production is merely worth US 15 billion a year in the market. IBs can goreng the price to the sky easily. If they pump in US 1.5 billion (32,700 tonnes) or 10% of the global output to keep in their storage. The storage area requires max 15,000 sqm.

In addition, new chips production facilities are available 24 months later. Tin consumption is expected to surge catering for electronics and EV batteries.

Last year, many cars manufacturers halted their production lines due to insufficient of chips for the cars. They didn't foresee some guys bought a lot before the shortage happened. They get used to the JIT system to maintain the inventory as low as possible.

Tin consumers are forced to keep more stock as Indonesia threatened to ban tin export in 2024 couple with Russia tin production could be disrupted due to the war.

Target US 100k per tonne ke?

Kotra's is merely traded at PER 12.5x whereas Ahealth, Dpharma, Yspsah and Nova are all fetched PER between 17x and 22x. Time to catch up with the valuation

The worldwide output of refined tin is 327mt per annual. It worth merely US 14.7 billion at the price US45k.

Tin production is limited due to the scarcity of tin ore.

If production of silicon metal is a lucrative in long term, think OMH would consider converting most of its existing Fesi furnaces (10 units)

OMH is converting 2 units of its furnace for producing silicon metal. The furnaces will be ready commercial run at the end of the year. This process is required 12 months only. Is it easy to produce silicon metal?

It's actual a kitchen-sinking exercise.

alibiii. You have to read Box-Pak quarterly report first in the Review of Performance and follow by CanOne. Impairment PPE & inventories written down is derived from the total value in Canone after deducting Box-Pak's figures.

Machineries in Myanmar remains running but at lower capacity due to economy slowing down after army has taken over government .

The impairments came from Myanmar operations & Contract Packing.

Impairment of PPE:
- Box Pak Myanmar - 95.6 million
- General Can Myanmar - 69.6 million
- Contract Packing - 59.8 million

Inventories written down:
- Box Pak Myanmar - 13.3 million
- General Can Myanmar - 15 million

Your profit estimate and stock flies after you sold are both correct. lolz

Mogas 92 cracked spread cycle is repeating again. Hahaha

Zzprozaz. The main raw materials are tapioca starch and corn starch.

You sold today ke? Lolz

Ah Hock has taken too much time blocking the price from moving up at the faster pace. Now, the company is facing escalating of raw materials costs and dented profit margin in the coming quarters.

Trapping season to falling knife heroic catchers.

Local funds managers got stuck in Bursa technology mania. Foreign Funds have been snapping up plantation companies since 2 weeks ago.

Technology is the future remains but pricing wise otherwise ... Operators pocket handsome profit even though selling at 50% discount.

Already entered harvesting chives season since 3 months ago.

Harvesting technology chives.

Impairment of PPE and inventory in its Myanmar operation.

Looking forward Nasdaq entering bear territory ...11k .

I deleted my posts.. Hì hì

Sifu has summoned his troops attacking. Don't play play.

I would have dumped no stopping if something is wrong. Remember to dump your tickets tomorrow. lolz

Is it MSC on the way joining fat valuation of the niche mineral Smelter club?

- MSC - PER 17x
- PmbTech - PER 76x
- Pmetal - PER 62x

MSC will be put into smelter gang, OMH, Pmbtech & Pmetal, soon.

FPI is an OEM manufacturer... same gang with Uchitec & Panamy.

Market put Vstecs under Distribution sector lor. Vstecs, Harison, KTC, Marco are all traded at PER between 8x to 9x. Pharma is another catching up. It's only Dksh fetched higher valuation in PER 11x.

Pmbtech also can be regarded as a 'tech' stock. MSC should change its name to MSC Technology so as to enjoy the fancy technology trend. Lolz

OTB, You are welcome. Another potential area to grow tin production
by 1k tonnes within 2 years.

" In addition, MSC commenced mining activities at Sungai Lembing, Pahang last year with minimal average production of 100-200kg/day. In the next 1-2 years, the mine is expected to gradually produce over 1,000mt/year"

Many old mining areas in Perak have turned into housing estates for the last 2 decades. Mining exploration is a time-consuming activity. People cannot simply circle a land going for mining activities causing ESG problem nowadays.

MSC, OMH, PmbTech and Pmetal are all involving in smelting business. Their profit is highly dependent on commodity prices because of the inventories. When the prices of their product (commodity) up, the profits follow suit and vice versa.

Why not make a comparison with the smelters like OMH, PmbTech and Pmetal? A company goes for IPO listing also has to take a few companies for benchmarking to get an average PER to compute the listing price.

Again, IB simply picked a number of PER 8x anyhow without making a comparison.

ASML is traded at PER 40x whereas Vitrox PER 45x.

MSC is targeting to increase the mining out of tin to 3,000 tonnes or 28% in 2022 against 2,350 last year. They have upgraded their mining facilities of extracting tin ore to 12tonnes per day.

Tin consumers may factor in potential risks banning by Indonesia. They are expected stocking up tin just in case.