Investing Experience Advanced
Risk Profile Moderate
i'm nibbling now because of its value
Followers
2
Following
0
Blog Posts
14
Threads
1,742
Blogs
Threads
Portfolio
Follower
Following
Summary
Total comments
1,742
Past 30 days
3
Past 7 days
1
Today
0
User Comments
Stock
2020-08-25 19:32 | Report Abuse
Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. “Stocks have already rallied a lot,” Wong said.
Stock
2020-08-25 15:52 | Report Abuse
Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. "Stocks have already rallied a lot, ” Wong said.
Stock
Stock
Stock
Stock
Stock
Stock
2020-08-17 10:08 | Report Abuse
Russia, as it has been said on several occasions, is open to cooperation with any foreign country on the development of the vaccine. Those who are willing to engage with us have expressed their intentions. In Southeast Asia, it is the Philippines and Vietnam. Overall, 20 nations have requested a total of one billion doses of Sputnik V.
Stock
Stock
Stock
Stock
2020-08-14 11:05 | Report Abuse
National pride is defining the race for a Covid 19 vaccine. Companies in US, China racing to complete the trials after Russia declared victory in global vaccine race. More to come. Be careful as demand and high average selling price is not sustainable.
Stock
2020-08-14 11:04 | Report Abuse
National pride is defining the race for a Covid 19 vaccine. Companies in US, China racing to complete the trials after Russia declared victory in global vaccine race. More to come. Be careful as demand and high average selling price is not sustainable.
Stock
2020-08-14 10:01 | Report Abuse
Fall from grace soon. Stock market is all about sentiments. 2nd half result of Supermax should be good because of the windfall from this pandemic. But development of vacccine from all countries already at final stage and most of them already at final stage of clinical trials. That's imminent
Stock
2020-08-13 10:53 | Report Abuse
OCK couldn’t match its profit with cashflow and its dilution with issuance of new share capital to fund for expansion activities means that shareholders own less of the company than the did before (unless they bought more shares). For that reasons, despite showing growing earnings but the earnings apparently are lower quality
Stock
2020-08-13 00:15 | Report Abuse
And why their receivables keep growing every year. That's because they provide financing to their customers but this has put a burden on cash inflow of the Group. Hence, they need to incur more debt and raise more funds to stimulate growth. As for IPO listing, it would not be materialised at least a year or two
Stock
2020-08-13 00:01 | Report Abuse
Downside is low but upside as well. Not much meat for this counter. Capital intensive industry and they been raising money via new issuance share capital (i.e. private placement, rights issue) and debt just to acquire growth, but with the expense of dilution in shareholders' interests.
Some analysts placed 25x P/E ratio to arrive at their target prices. But I won't be paying that valuation unless supported by (i) high growth in both topline and bottomline (ii) scale-up easily with, minimal costs. That's not the case for OCK. And OCK is not a tech company. It is more of a telco infrastructure company.
Stock
Stock
Stock
Stock
2020-08-12 16:08 | Report Abuse
stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
2020-08-12 16:03 | Report Abuse
Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
2020-08-12 16:03 | Report Abuse
Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
2020-08-12 16:02 | Report Abuse
Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
2020-08-12 16:02 | Report Abuse
Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
2020-08-12 16:01 | Report Abuse
stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider
Stock
Stock
Stock
Stock
Stock
Stock
Stock
Stock
2020-08-09 22:43 | Report Abuse
With RM1 billion of loan, it is another lifeline to Air Asia Group, it would help them to focus on their recovery plans. Vaccine should be coming anytime soon
Stock
2020-08-09 11:01 | Report Abuse
Fyi, they already got a new CEO subject to BNM's approval. It might help to propel Tune into another levels of their digital transformation. Stay tune
Stock
Stock
Stock
Stock
Stock
2020-08-02 13:33 | Report Abuse
My 3rd post on EWINT: Billionaire Boys Club. Hope it can provide a tremendous insight for investment community here. Have a good Sunday and stay safe
Stock
Stock
Stock
2020-08-02 13:31 | Report Abuse
My 3rd post on EWINT: Billionaire Boys Club. Hope it can provide a tremendous insight for investment community here. Have a good Sunday and stay safe
Stock
Stock
2020-07-31 23:39 | Report Abuse
I would suggest to use dollar-cost averaging strategy on this. Buying at regular intervals and roughly the same amount every interval. This would work well for growth company like EWINT
Stock
2020-07-31 23:34 | Report Abuse
GBP and AUD at 5.57 and 3.04 respectively, the highest in a year. Is going to be a boom for Ewint as the amounts owed by JVs are in GBP. And bode well for the future revenue of EWINT.
Stock
2020-07-31 12:51 | Report Abuse
I'm nibbling now because of its value. NAV value around RM0.74 should be a fair value. But Year 2020 is a year of reflection for Tune and hopefully by 2021 Tune can rebound strongly. But it doesn't come easy. A lot of works need to be done.
Stock
2020-07-31 12:40 | Report Abuse
We need to continue to pressure the Company to reduce management expenses (i.e. staff cost), increase investment income and reduce the claims (by only underwrite good products and customers). That's how we can ensure profitability can be sustained.
https://klse.i3investor.com/m/blog/TimelessInvestment/2020-07-29-story-h1510785861-Tune_Protect_Group_Wishlist_can_it_be_fulfilled.jsp
Stock
2020-07-30 20:10 | Report Abuse
Appreciation of future revenue of RM190 mil (from RM4.62 to RM4.81 bil) with appreciation of GBP and AUD of approx. 2.6% & 7.5% against RM respectively from 30 Apr 20 up to date. This will translate additional pre-tax profit of RM190 mil from FY2020 to 2022.
Total borrowings approx. RM1.63 bil @ 30 Apr 20; 49%:6.5%:44.5% denominated in RM:GBP:AUD. Borrowings in foreign currencies are ringfenced against current projects in UK & AUD, hence easily can be settled with their future revenue.
Now, the cherry on the cake - the amount owed by joint ventures, Ecoworld London and Ballymore that would be paid anytime soon to EWINT. As at Apr 20, that is RM2.16 bil and with appreciation of GBP of 2.6%, now is RM2.22 bil. That is a whooping appreciation of RM60 mil in 3 months in EWINT coffers soon.
Hope it helps and happy weekend guys
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2020-08-25 19:32 | Report Abuse
Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. “Stocks have already rallied a lot,” Wong said.