Debt will be reduced.
Thats the purpose of rights issue and omv deal.
So many punter kaki judi wanna buy low please us fact.

the result already reflected the price drop since last year, so shd be fine
not fair to compare yoy only, because last year got one off gain
anyway, too many stocks to choose this year, unless you still on tech theme

enning22 看了IDC销售数据吗？对了喷子不需要事实,haha

enning22 不尊重知识产权？十多年前也许我不反对，但现在的中国投入这么多R&D，如果还不尊重知识产权就是自断后路。奇怪了喷子，川普的女儿为何申请中国tm?
Ivanka Trump gets initial approval from China for 16 new trademarks—including for 'voting machines'
https://www.cnbc.com/2018/11/06/ivanka-trump-gets-initial-approval-from-china-for-16-trademarks.html

enning22 说他人没素养和胡说八道？您可有其它高见，也可贡献一下，指点迷津。
至于中国政治，难不成FoxNews的政治名嘴章家敦几乎每年重复预测了二十年的中国奔溃论就是真理？讽刺的是美国自己2008年先垮了，还不是要99%普通美国大众为华尔街大鳄买单。没有一个政府是十全十美的，但我觉得西方掌控媒体话语权，只单方面报道他人的负面新闻有欠公平。务实是王道，跳出意识形态，别让本来好好的民主两个字慢慢地沦为政治口号。

enning22 知识和智慧也分不清吗？难不成投资和心理学也扯不上关系了？至于石油，多数人知道美国大量生产石油，冷眼有提到风险，不鼓励用超过10%的资金，只用闲钱。可能他只是认为有些公司是too big to fail罢了。他说五年，何来的狂热？是我们自己爱炒股，用赚快钱的角度去误解了他吧。冷眼是个提倡大众投资普及化的人，难不成你要他用复杂的学术性经济学教导普通大众投资？再说，很多所谓的经济学家也只是用不能完全反映经济实况的数据马后炮罢了。

Haha, US is a selfish hypocrite. For (c), Uncle Sam should also blame himself.

US banned Intel from selling supercomputer chips to China after the latter built the fastest supercomputer in 2013. Then China are forced to design their own chips for their supercomputer, which was fastest from 2016 until Oct 2018 (read TOP500). US banned China from joining international space station program. So China are forced to build their own space station.

US media demonized Asia countries on pollution. But in fact, US is the biggest CO2 emissions country based on per capita, 2x times of China, 10x times of India. US exports waste to poor countries in Asia, withdrew from Paris Agreement, great power comes less responsibility.

开玩笑, 20 billion profit? haha, can unseat public bank & maybank liao
i3investor admin copy/paste bursa summary blindly lah, QR result is 20 million

wah, another episode of drama in 2018
entertainment amid boring bear market
lets popcorn

Wow, this o&g suddenly dropped so much.
KWAP sold 0.1% only. What happened, shark goreng?

Pewuf, i heard you saying "dont bother about market noise if you have faith in this counter" in EG.
Aluminium price dropped from 2550 to 2050 since April no people bising, that day up few dollars you made noise? Your intention is so hypocritical. Hehe

shark007 since when the project is cancelled? 20k workers now becomes 200k? Glad to see speculator like you lose money.

Hm, but im not sure whether these speculative small shark actually losing money here or just want to create panic to collect cheap. Either way, I dont own gamuda. Just eating popcorn.

These kind of mindset please go FD all your money lah. These people lose money gambling at genting also blame the government. I hope they are the minority of our society, otherwise there is no hope for Malaysia.

Project is not cancelled. So called 'innocent workers' can still get the job. Those complain here using the 'innocent workers' issue are actually care about they share only, dare to buy political stock, dare not take the risk, what a hypocrite loser. Worst? Try to learn from MyEG instead of cry father cry mother here.

Gamuda PR is so unprofessional. How could you bite the hands (the gov) that feed you? Even if gamuda is politically linked, it does not mean it has to resolve the issue politically.

without bad news you think 老千 will sell 0.47 again for i3 anchovy to trade?
but if you are stuck, then my short term condolence

yeah yeah, they 'fabricated' sales figures by redistributed loss capacity to thai & johor spare capacity, rented space, in addition to 2 months inventory. No loss figures since fire, must be fake.

kjyang, source?

The management with our claims consultant had been engaging with the insurers to ensure the balance of the claim is on track. As explained in our previous quarters’ announcement, the under recovery of manufacturing expenses is still affecting our profit margins. These expenses and lost opportunities are covered under the business interruption insurance policy which the Company has submitted an interim claim estimate for the insurance adjusters’ further action.
Outlook:
We have submitted both final fire loss claim computation documents to the insurer and its consortium and also pursued the Business Interruption claim as well.

Even ignoring the insurance, core earnings/loss improved from -3.74 (based on dynaquest adj) to around -0.25 or 3.5 sen improvement.

Agree with Alex, esp the strong cash flow. The company is also fairly transparent.

For me, with relative sales, profit above 8 million is a good sign of recovery because this Q insurance claim is 10 million less than last Q. The pace of recovery is above my expectation of around 11~15 million. So it is an extraordinary result for me.

All 3 segments posted higher sales.

Reports guided that the cost will be reduced further once fully recovered (no more time related fixed expenses, temp rental & operations etc). The new extrusion projects are also a plus.

I will stick to my previous posts, collect more on retracement, hold for long term, as long as fundamentals remain intact.

I think the price is very attractive now.
By average, KWAP is selling some only because KWAP bought 10 million shares on 29/Jun (which pushed up the price), and nobody made a fuss.
20-30 millions transactions this few days, KWAP only 3-4 millions this month. KWAP is still the 2nd largest shareholder, last AR, 135 million shares.

Ya, harta QR good and up.
Just monitor and decide to keep holding or not for supermx.

http://www.notionvtec.com/our_clients
WD is biggest. Seagate & Toshiba also, based on last annual report data.

Pros:
1) USD stronger. From 3.85 to 4.04 for this quarter alone.
2) Management expected new consumer electronics segment product to start mass prod this quarter.
3) Management expected camera segment to recover to near pre fire level.
4) Although less than last quarter, the insurance claim for this quarter is 20m so far.
5) New extrusion project with government grant likely to complete by end of 2018.
6) 2 new customers from semi-conductor industry.

5 & 6 for long term.

Cons:
1) Higher cost especially during recovery & new products.
2) SST (but most companies will also be affected, and in lieu of GST).

Should look at EBITDA. Will collect incrementally on every small price retracement.
Just share my thoughts. Lost money or missed the opportunity, regardless, just don't swear at me afterwards. I am not a fortune teller.

Notes from its peer DUFU latest QR yesterday:
- increase in demand related to HDD
- strengthening of USD
- the group is optimistic in its earnings and growth in the coming quarters

So,
the insider trading case dropped permanently?

If that is the case,
that would be a joke of the year.

haha old fox kwap kena cuci?
maybe they are the culprit or accomplice, we check 22 nov transaction later if any

Sth's brewing at vs. Better monitor skp closely before qr

After 2 day, US market sentiment already turned positive last night.
"Date", "KLCI", "DJIA", "S&P500", "NASDAQ"
20171114, -3.88, -30.23, -5.97, -19.73
20171115, -10.62, -138.19, -14.25, -31.66
20171116, -4.88, +187.08, +21.02, +87.08
20171117, +3.55,,,

Today in top gainer by % despite flood. Back in business. Hope its momentum continues

not bad, didn't expect it in top gainers for 2 consecutive days

Penang-born Tan behind US$100b company moving to US
https://www.thestar.com.my/business/business-news/2017/11/03/malaysian-behind-us$100b-company-relocating-to-us/
And some of the broadcom top management are from Penang too
http://www.sinchew.com.my/node/1698155
They still invest heavily in Penang. Good news for Inari.

not bad, another good weekend for skp holders

it depends, but google is your best friend
https://money.stackexchange.com/questions/27373/will-a-companys-stock-price-be-affected-when-warrants-are-issued-or-exercised
https://www.fool.com/investing/general/2014/09/11/investing-essentials-stock-warrants.aspx
http://www.investopedia.com/articles/trading/10/warrants.asp

http://klse.i3investor.com/entitlement/5211/07-Sep-2017/18022_106824808.jsp

just diversify, no need switch counter back and forth

after VS, people finally pay attention to this

good news is always welcome