it does not really a loss of money to the company

Correct, impairment is a non-cash item, those study accounting background should know

yea let them exit, we waiting at 0.330 hehe

alright good to collect next week :D

its time to cut profit...

see guys no need gan jiong chase high one hehe, monday sure got cheap stock to collect

The lower revenue recorded was the result of travelling restriction imposed from the COVID-19 situation that affected the Group’s project delivery schedule and site installation of the automated test equipment (“ATE”) operating segment.

QoQ net profit significantly drop 33%, YoY net profit slightly increase only 4%, alright tmr gonna cut profit.

yea i also noticed those poultry counters up today, eg. CAB and Layhong, donno what happen, anyone can share?

good job khpwwl as noticed there is resistance at 1.02

Property development company going to produce and sell mask and PPE? Haha what a joke is this... TP 0.130 omg... pity those morning buyer at 0.350...

Alright, luxchem can benefit from recent trend (manufacture chemicals thats related to glove). However, pls be aware that this segment only contributed 30% only to this company as the remaining 70% still involve other segment like trading and distribution of petrochemical and other related products (which will be impacted during this MCO period).

Just be aware while trading and do not chase high as it has already rise more than 90% from its recent lowest price. Congratulation to those who still holding the shares, its huge profit :)

why suddenly up?

KLCI broken below 1400, still can buy? any advise

good dividend and fundamental company

correct, all volume come back obviously already, somemore this counter related to glove

回顾ASTRO 2013上市以来，能够买在现在的价位已经是风险很低了。

buy before it fly

试问在现在的情况下，有那间公司没有因为疫情而受影响，但我们需要做的是at the right time collect those undervalue shares with high dividend yield and defensive in nature and one of them is astro. EPF经常每天都买进卖出的啦不只是这股，根本不需跟风，相信自己的判断，疫情缓和或外资回来后，就会回升。

wow really, all tech stock rebound and up

very good support level currently

no worries, this company with 75% dividend policy which is one of the good option to invest in current market situation (ok la even though worst situation they reduce dividend to 60%?, still better compared to others).

forget about short term fluctuation. When foreign investors come back to msia market then u know haha.

buy after short selling is lifted, cheaper

do u all think before that there is possibility MCO will extend even hari raya? will government sacrifice the public health just for hari raya celebration? try to think about this

the disease will not be solved within 1 or 2 months guys, expecting to drag at least half year to 1 year above (even MCO ended), so i believe NOTION doing the right decision to utilize its factory to manufacture and sell PPE (which is heavily demand) at current moment. Why doubt on it lol? just follow the current trend

automobile will be one of the most impacted now...

We maintain our BUY call on KPJ Healthcare with a lower FV of RM1.15 (RM1.18 previously) based on 23x PE FY21F EPS. We continue to like KPJ Healthcare for: (1) its bright long-term prospects in the private healthcare sector; (2) vast network of hospitals in Malaysia; and (3) positive long-term earnings growth led by capacity expansions.

Source: https://klse.i3investor.com/blogs/AmInvestResearch/2020-04-07-story-h1485822179-Healthcare_Short_term_pain_with_Covid_19_but_long_term_growth_intact.jsp

宏进工业（PERMAJU,7080,主板消费产品服务组）与香港生物科技新创公司──Pentaweft生物科技有限公司（PBL）签署合作协议，以探讨和研究组装和分销名为“Penaclo”的酒精消毒搓手液可行性。

该公司发文告表示，Penaclo已获中国领先呼吸疾病研究所测试有效在使用30秒内消灭99.95%冠状病毒病，PBL现正于中国和其他地区进行专利注册，并放眼在大马、印尼、新加坡、越南、泰国和菲律宾等东南亚市场率先销售。

PBL计划在今年5月对Penaclo进行临床试验，而双方探讨首批产品将针对个人预防市场，未来可能将Penaclo进一步发展成医院、办公司等高危地区的消毒剂。

https://www.sinchew.com.my/content/content_2248831.html

KPJ’s valuation appears to be attractive again, Reiterate OP. The group is confident that start-up costs from new hospital openings will be absorbed by: (i) incremental ramp-ups from earlier openings, and (ii) steady contributions from matured hospitals. As indication, start-up losses are only seen in KPJ Perlis and KPJ Bandar Dato Onn. Earnings growth is expected to come from narrower losses and earnings from hospitals built 2-3 years ago. We like KPJ as (i) start-up costs from new openings will be absorbed by incremental ramp-ups from earlier openings and steady contributions from matured hospitals and (ii) the stock is currently trading at 20% and 40% discounts compared to historical average of 25.5x and regional peers of 35x, respectively.

Source: https://klse.i3investor.com/blogs/kenangaresearch/2020-04-03-story-h1485786409-Healthcare_Defensive_Though_Valuations.jsp

good company with at least 35% sales of chemicals related to glove manufacturing (benefit from current situation/trend) and good balance sheet (cash rich and giving dividend annually), definitely worth to buy.

Asean markets rise as China factory activity rebounds

https://www.thestar.com.my/business/business-news/2020/03/31/asean-markets-rise-as-china-factory-activity-rebounds

Buy LUXCHEM at RM0.65 (from RHB investment) and RM 0.56 (from Aminvestment) as:

i) Higher demand for chemicals used in the manufacture of gloves on the back of the Covid-19 outbreak. Typically, glove-related sales make up ~35% of Luxchem’s total turnover

ii) This is timely as it has just expanded its latex manufacturing arm’s (TMSB) capacity by 30% to 18K MT in 4QFY19 from 13.8K MT. The company foresees the utilization rate of TMSB reaching close to full capacity by the end of 2020

iii) The company has yet to encounter any supply chain issues as a result of the Covid-19 outbreak. However, Luxchem is mindful of a potential disruption if the situation persists as it sources a substantial portion of its inputs from China (China is slowly reopen those factories - http://www.rfi.fr/en/international/20200330-covid-19-epicentre-wuhan-begins-to-reopen-after-2-months-under-lockdown-china-coronavirus-outbreak)

Source: https://klse.i3investor.com/blogs/AmInvestResearch/2020-02-18-story-h1483853802-Luxchem_Corporation_Flattish_FY19_But_Better_Prospects_Ahead.jsp

Buy CCK at current PE only 6.4 as:
i) Uninterrupted business during the movement control order (MCO) period
ii) Recession-proof business
iii) New earnings contribution from the two supermarkets in Kuching and Kota Kinabalu, which has not been imputed in our FY20-22 earnings forecasts,

Source: https://www.thesundaily.my/business/take-a-look-at-cck-consolidated-again-publicinvest-research-tells-investors-HJ2193687

Buy LUXCHEM TP RM0.650

Glove stock expensive already, now aim LUXCHEM for the chemical materials used for glove production

理建2019财政年业绩表现平平，但随著冠病疫情爆发，该公司手套相关销售料将增高，分析员纷纷上调财测和目标价

latest news from: https://www.sinchew.com.my/content/content_2243898.html

The 3 points below trigger to buy CCK during MCO:
i) Company’s operations are not affected given that its business falls under the “essential” sector
ii) Current - Robust sales for the first quarter of FY20 (1QFY20) as consumers stock up poultry products amid the MCO period
iii) Future - A surge in egg demand ahead of the Hari Raya and Harvest Festival celebrations in May

Source: https://www.theedgemarkets.com/article/cck-consolidated-expanding-robust-sales-expected-lift-1qfy20

waiting to buy at 0.30... haha

Correct edison lim, CCK is not affected by the MCO and cont operation, hence no worry...

"1. Expanding into bigger retail space. It currently runs 59 stores in East Malaysia. To cater for a wider range of grocery products, the Group is planning to open 2 supermarkets, one each in Kuching and Kota Kinabalu this year. The supermarket can cater for up to 8,000 SKUs, which is 8x larger than the retail store. It is expected to break even within a year. The Group also plans to open three more retail stores; two in Sabah and 1 Sarawak. The allocated capex for each store is about RM500,000. All-in, total capex for FY20 is about RM20m-RM25m.

2. Uninterrupted operation during the MCO period. We understand that the company’s operations are not affected given that its business falls under the “essential” sector. Instead, we expect to see robust sales in 1QFY20 as consumers stock up poultry products amid the movement control order period. We also expect to see a surge in egg demand ahead of the Hari Raya and Harvest Festival celebrations in May.

3. Share buybacks. The recent dip in CCK’s share price has exposed deep value in the company and has pressed management into action, with about 400,000 shares bought back thus far. Meanwhile, some of the company’s directors have also been acquiring additional shares in the open market.

4. Trading at -1 standard deviation level. YTD, the company’s share price has fallen 32% to the current level of 36sen. It is also trading at an unwarranted forward PER of only 6.4x, >50% discount to the consumer sector’s average PER of 15x. The stock is also trading at -1 standard deviation to its long-term historical average. Given recent weaknesses in soybean (YTD: -5.5%) and corn prices (YTD: 10%) as well as solid demand for poultry products, we do not expect any downside risks to earnings this year."

CCK Consolidated - The Golden Egg?

"In line with the rout in global equity markets, most local stocks have also seen sharp declines in share prices over the last two weeks due to the mounting concerns over the Covid-19 pandemic. CCK Consolidated, well-known for its solid business and defensive nature, was not spared from the frenzied selling either as its share price sank nearly 32% YTD. The stock is now trading at an unjustifiable forward FY20 PER of only 6.4x. We suggest investors take a look at CCK again given its i) uninterrupted business during the Movement Control Order (MCO) period, ii) recession-proof business, and iii) new earnings contribution from the two supermarkets in Kuching and Kota Kinabalu, which has not been imputed in our FY20-22 earnings forecasts. Maintain Outperform call with an unchanged TP of RM0.79 based on 14x FY20 EPS, giving a huge potential upside of 119%."

https://klse.i3investor.com/servlets/ptres/54848.jsp

TP 0.79 its time to collect...

Waiting to boom

how is the prospect/outlook of bcorp?

haha i m sure u commented without look at Tashin IPO prospectus, just to correct u that Tashin is not considered being disposed by Prestar la... Prestar will still holding 34% in Tashin holdings (SPV that holding Tashin). Although there is reduction in shareholding percentage of 17% (from 51% to 34%), but Tashin still contribute profit to prestar just like POSCO-MKPC (prestar's another associate co)... don forget the another purpose of this listing is to unlock and crystallise the value of Prestar investment in Tashin, if u said Tashin is profitable business unit for Prestar (when Tashin's shares fly, same to Prestar).

RESTRICTED OFFERING OF 17,449,600 NEW ORDINARY SHARES IN TASHIN HOLDINGS BERHAD ("TASHIN HOLDINGS") ("ISSUE SHARES") TO THE ENTITLED SHAREHOLDERS OF PRESTAR RESOURCES BERHAD ("PRESTAR") IN CONJUNCTION WITH THE LISTING OF TASHIN HOLDINGS ON THE ACE MARKET OF BURSA MALAYSIA SECURITIES BERHAD ("RESTRICTED OFFERING")

Anyone planning to buy Prestar ipo subsi - Tashin shares? found that it is quite profitable

Maybank IB makes fourth attempt to stabilise Leong Hup's share price, the purchase today amounted to RM26.19 million, the largest so far compared to the previous three stabilisation actions.

beware of dropping egg price which may reflect in coming quarter.