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2017-10-04 16:20 | Report Abuse
Parkson 的近况：
http://www.sinchew.com.my/node/1687269
"随转型开始见效，百盛业绩展望已有所好转，若此良势能持续下去，那这家年营业额逼近40亿令吉、估值见底的马股零售钜子，就会是家值得寄予厚望的公司。
笔者的看法未必准确，但综合分析百盛如今的业务展望、市场潜能、财务状况和股票估值，要笔者随多数人继续看淡百盛，真的办不到。"
News & Blogs
2017-07-07 18:41 | Report Abuse
Thank you for sharing your works! Thank you David!
Stock
2017-07-05 21:34 | Report Abuse
from what i read, Rubberex is producing Industrial and Household Gloves while Comfort is producing Speciality Examination Gloves (which i have no idea what is this) used in healthcare industry.
anyway Rubberex is also expanding it plants.
seems like all the glove companies are expanding their plants now.
if any of you know more about Comfort Gloves, hope you can share here! :)
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2017-06-22 13:43 | Report Abuse
heard from my friend, during agm, confirm no dividend!
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2017-06-13 10:41 | Report Abuse
the impact from the Tong Heer Fastener (Thailand) can be found here...
http://klse-wealth-farmer.blogspot.my/2017/06/tongher-story.html
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2017-06-05 12:02 | Report Abuse
Thx HamzahB. From their first article, http://klse-wealth-farmer.blogspot.my/2017/05/prestar-story.html , seems like their JV POSCO-MKPC is producing steel for automotive industry, which will benefit from Proton's plant expansion after partner with Geely!
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2017-06-05 11:44 | Report Abuse
从AGM的懂事报告 （http://klse-wealth-farmer.blogspot.my/2017/06/prestar-1q17-agm.html），Prestar的前景一片光明。
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2017-05-09 14:12 | Report Abuse
ilovehits, wow, quick analysis…
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2017-05-09 12:46 | Report Abuse
yes ppl2016, this article (http://klse-wealth-farmer.blogspot.my/2017/05/prestar-story.html)
eps is very close to ur estimation but using a conservative pe of 8x…
if to use pe10 close to ur tgt price with a lot more upside!
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2017-05-02 14:30 | Report Abuse
agree with huikong. if the profit from Australia can continue, RM3 also worth...
http://klse-wealth-farmer.blogspot.my/2017/05/kimhin-story.html
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News & Blogs
2016-03-12 16:58 | Report Abuse
I agreed with your analysis with the exception that I think the Water Intake Fees should be slightly more than double from RM 8.41 mil in 2015 (instead of just RM 10 mil). It is because the increase in tariff is double from 2015. Also, from the press release, with the total amount pay to state government will be RM 61.5 mil for 3 years, I believe the calculation is based on 10% increase in water usage per year (too aggressive I think), ie. 18.5 mil for 2016, and 10% for 2 subsequent year. So, I'd estimate higher Water Intake Fees in 2016 instead of just RM 10 mil.
Blog: N2N - Summary of TP
2017-10-09 20:07 | Report Abuse
i didn't do the TP... i just summarized what I can find!