Posted by shellhouse > 2016-01-19 11:46 | Report Abuse

I concur with your honest analysis. Despite plenty forumers promoting, im not convinced with the same reasons mentioned above

Posted by calvintaneng > 2016-01-19 11:52 | Report Abuse

Yes, Warren Buffet said that looking at the past quarter result is like looking into the car's rear view mirror.

You must remember that NYLEX's competitors from China. Sales were weak due to fierce competition.

Now there are 2 factors you MUST SEE AHEAD.

1) RINGGIT HAS CRASHED AGAINST RENMINBI.
So many Chinese Nationals working in Malaysia are planning to leave as Ringgit has Fallen by 20% against Yuan

2) MALAYSIA (NOT CHINA) IS IN TPP
That's a Bonus for NYLEX

Posted by thesteward > 2016-01-19 11:54 | Report Abuse

give you a like too

Posted by paperplane2016 > 2016-01-19 11:55 | Report Abuse

Investment is an ART.

Posted by paperplane2016 > 2016-01-19 11:55 | Report Abuse

had been recommended NYLEX

Grammar-had been recommending

Posted by hissyu2 > 2016-01-19 12:40 | Report Abuse

another company that hit badly by high debt :) high NTA with low earning meaning it has very low ROA and then likely translate to low ROE... not sure if it has the same business like luxchem... If they are in the same model, i believe the latter is ahead of nylex 99 streets :)

Posted by teareader > 2016-01-19 15:56 | Report Abuse

RicheHo, good and honest opinion of Nylex. That's what we need. Too much of a hard sell raises questions and suspicions? Hissyu2, you hit the nail on the head.

Posted by cloudtrip > 2016-01-19 18:15 | Report Abuse

Good cover

Posted by fayeTan > 2016-01-19 19:45 | Report Abuse

Riche Ho vs Calvin..., everything will be known when next quarter earnings released

Posted by tony89 > 2016-01-20 00:42 | Report Abuse

LOL paperplane!

Posted by RicheHo > 2016-02-02 08:48 | Report Abuse

Hi calvintaneng, do you think NYLEX result is outstanding and good?

Posted by paperplane2016 > 2016-02-02 13:06 | Report Abuse

let us see if they have pricing power?

Posted by duitKWSPkita > 2016-02-02 13:15 | Report Abuse

Congrats RicheHo..
U are very lucky to get paperplane2016's compliment.

He seldom praise people one. So far he only praise Calvintaneng and you only. Think this year u will huat very big.

Happy Chinese new year