Mid-term trader (3-6 months) | Absolute Returns | Long-Short + Quant + Event-Driven Arbitrage
Followers
15
Following
11
Blog Posts
0
Threads
1,369
Blogs
Threads
Portfolio
Follower
Following
1 month ago | Report Abuse
I know it's very painful to hold this highly-volatile stock, but I still believe that we are in the 2015-2016 phase of the sector-wide (agriculture) bull run.
1 month ago | Report Abuse
Sold at RM1.06 and another batch of shares at RM0.98
Now just holding the rest of the shares I bought at RM0.6
1 month ago | Report Abuse
How much was the one-off disposal gain by Penergy?
1 month ago | Report Abuse
More gains ahead cause directors scooped up a lot of shares.
"Master Tec said the 2.14 million shares made available for application by the eligible directors, employees, and business associates have been fully subscribed.
Meanwhile, 104.96 million shares made available by way of private placement to selected investors have been fully placed out."
1 month ago | Report Abuse
I almost thought this is another AI-related stock. Haha
1 month ago | Report Abuse
Disappointing earnings. Welp, Malaysia is lacking good healthcare/pharmaceutical players. This sector is so dead
1 month ago | Report Abuse
Calvin, almost time to take a punt on plantation mid caps
1 month ago | Report Abuse
Sunset industry
Mgmt must find ways to either diversify, exit the paper business or find a buyer for the company
1 month ago | Report Abuse
When share price is down, everyone attacks the directors. Where were you when you made money from the stock?
1 month ago | Report Abuse
Congratulations to PWF Corp’s management team for another stellar/excellent quarterly result
1 month ago | Report Abuse
@Pinky pressured by the gov to acquire stake in Boustead Plant
1 month ago | Report Abuse
Exactly. Even the conglomerates like Sime Darby and Genting Plantation perform better than KLK in terms of palm oil tree age profile and maturity/extraction yield. KLK is a heavily-politicised company and it is best to stay away from it due to unforeseen political risk.
1 month ago | Report Abuse
Able Global is taking market share away from FFB and Dutch Lady. Possible M&A
1 month ago | Report Abuse
6) Vesting period of the Shares: The Award is based on achieved performance and to be vested within 3 months from the date of the Award.
1 month ago | Report Abuse
Agree with Kenanga's analyst with regards to the emphasis on improving margins by the company. However, the focus on premium products is not really feasible cause condom users do not place much importance on the actual quality of the products compared to other consumer staples.
There is no way for the company to bring the sales volume/total sales back to 2016 levels because the competition within the condom market is surging. Despite the recent introduction of abortion laws in the US, there isn't any significant uptick in sales for the US market which is a bit disappointing.
However, there still remains a few tailwinds for the condom market and near-term catalysts for Karex. Such as weaker Ringgit, and the stabilisation of raw material/labour cost. And the diversification/venture into gloves and lubricant products, on top of the company's healthy balance sheet.
My mid-term PT is about RM0.90
1 month ago | Report Abuse
The heyday of being the sole and top condom manufacturer in Malaysia is over for Karex Bhd. I used to own a significant number of Karex shares, but it saddens me that the management has failed to turn the company around even after many years. I don't believe Karex will recover to its previous highs
1 month ago | Report Abuse
Most directors/mgmt bought at RM1.06, so a lot of upside potential if the stock keeps trading at RM0.98 haha
1 month ago | Report Abuse
Judging based on technicals alone (cause there is not much publicly available information), I would take profit at around RM2.80 - RM2.90
1 month ago | Report Abuse
There will be a lot of pullbacks and short-term weakness along the way. Need to shake out all the original holders at the RM1.10 - RM1.30 range. Expect the stock to be range-bound for at least 3 months
1 month ago | Report Abuse
Do not trade this stock, own it. This is a long-term, multi-quarter restructuring play.
1 month ago | Report Abuse
Maintain Hold on PWF and agri counters. Still believe it is a multi-quarter trend.
1 month ago | Report Abuse
Today's sell-off is completely unjustified
1 month ago | Report Abuse
Do not buy KLK. I wasted my capital trading KLK for more than 2 years. Absolute useless management team. Switched to UTDPLT last year
1 month ago | Report Abuse
I doubt if there’s any retailer who bought in
2 months ago | Report Abuse
Good job to the pumper behind this stock. Most successful pump, 0 retail investor bought in
2 months ago | Report Abuse
No one bought this stock haha including me
2 months ago | Report Abuse
2 months ago | Report Abuse
Good, pang72 finally back to his old trader mentality
2 months ago | Report Abuse
Will keep going up until July. Price target RM7 by IB?
2 months ago | Report Abuse
pang72 sold his Jtiasa to pump Teoseng haha so predictable
2 months ago | Report Abuse
UTDPLT is more like the next Top Glove rather than YTLPower
2 months ago | Report Abuse
KClow is my plantation sifu, calvintaneng can go hide in his batcave
2 months ago | Report Abuse
No more upside for Sunway. All the profits back in 2021 have been realised in October 2023 like you mentioned two years ago.
"Sunway’s new sales for Q1 2021 doubled YoY to RM1.2bil (vs. RM583.2mil in 1QFY20), making up 73% of its unchanged FY21F sales target of RM1.6bil. With excellent property sales recorded, Sunway will easily achieve it’s sales target of RM1.6bil or more for 2021. But, 75% of the sales are from Singapore development project which under MFRS 15 accounting entry. The profit may delay to 2023 to recognize. So, I’m expecting profit for Sunway will jump in 2023 especially when velocity medical centre also start contributing good profit. With warrant conversion price drops to RM1.35 after October 2023, that’s the time WB holders will see the true value of the warrant."
2 months ago | Report Abuse
Healthy balance sheet and decent order book but not enough "rocket fuel" to push it to RM5.00 yet.
2 months ago | Report Abuse
Because Uchitec is a slow-growth company, not to say that the fundamental is not strong enough but the near-term drivers are not sufficient to justify a sudden rally in SP.
2 months ago | Report Abuse
AI-generated earnings summary:
As a result, we'll zoom in on growth over the last year, instead. Outstandingly, Uzma Berhad's EPS shot from RM0.032 to RM0.095, over the last year. It's a rarity to see 192% year-on-year growth like that. That could be a sign that the business has reached a true inflection point.
Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. While we note Uzma Berhad achieved similar EBIT margins to last year, revenue grew by a solid 26% to RM503m. That's a real positive.
2 months ago | Report Abuse
RM1.18 is not cheap but there is more upside to come
2 months ago | Report Abuse
Uzma's share price has been depressed for many years due to its unattractive debt profile. This time, Uzma is primed for breakout after the award of term contract by Petronas.
Uzma is currently the best stock to trade for investors seeking turnaround opportunities/restructuring
2 months ago | Report Abuse
Uchitec Next Price Target: RM4.50
2 months ago | Report Abuse
Uzma Bhd to report quarterly earnings next week
EPS estimate: (High) 3.2 (Low) 2.9
Stock: [MTEC]: MASTER TEC GROUP BERHAD
1 month ago | Report Abuse
Paktua and fund managers desperate to hit their 1Q target. Must pump the pre-IPO shares