KOTRA INDUSTRIES BHD

KLSE (MYR): KOTRA (0002)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

4.49

Today's Change

+0.05 (1.13%)

Day's Change

4.46 - 4.60

Trading Volume

65,400


4 people like this.

213 comment(s). Last comment by wallstreetrookie 1 month ago

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-02-24 20:19 | Report Abuse

You sold today ke? Lolz

Posted by wallstreetrookie > 2022-02-24 20:21 | Report Abuse

Yes, I have the subscription for live updates and corporate earnings. Sold it at market close.

Posted by wallstreetrookie > 2022-02-24 20:23 | Report Abuse

Playing corporate earnings is literally gambling

Posted by wallstreetrookie > 2022-02-24 20:28 | Report Abuse

Usually stocks always fly after I sold. Lol

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-02-25 09:43 | Report Abuse

Your profit estimate and stock flies after you sold are both correct. lolz

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-02-25 16:19 | Report Abuse

Kotra's is merely traded at PER 12.5x whereas Ahealth, Dpharma, Yspsah and Nova are all fetched PER between 17x and 22x. Time to catch up with the valuation

tonylim

4,796 posts

Posted by tonylim > 2022-02-25 18:11 | Report Abuse

No IB cover this stock yet. Stay tuned

Posted by wallstreetrookie > 2022-02-25 23:14 | Report Abuse

FOMO and bought back. Ain’t gonna miss the train again

Posted by wallstreetrookie > 2022-02-28 15:14 | Report Abuse

Load up a truck again.

Posted by wallstreetrookie > 2022-02-28 15:14 | Report Abuse

Bro, I should have bought more. Serious FOMO once again

Posted by wallstreetrookie > 2022-02-28 15:18 | Report Abuse

Price is so high. Now I cannot even buy anymore. Biggest mistake is selling Kotra before QR release

gordonn

24 posts

Posted by gordonn > 2022-02-28 15:21 | Report Abuse

Who know this ikan bilis can become shark.

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-02-28 15:29 | Report Abuse

Do the benchmarking with the sector. Overvalued or undervalued? It's up to you.

Posted by wallstreetrookie > 2022-03-08 10:17 | Report Abuse

Expect profit-taking within the short-term. Insider sales.

Posted by wallstreetrookie > 2022-03-08 10:18 | Report Abuse

Good company but currently overpriced due to supply chain disruption and asset/commodity inflation

Posted by wallstreetrookie > 2022-03-08 11:57 | Report Abuse

1 billion company

Posted by wallstreetrookie > 2022-03-08 12:01 | Report Abuse

Don't sell

tonylim

4,796 posts

Posted by tonylim > 2022-03-11 14:23 | Report Abuse

Bro how did you arrive at 1 billion company

Posted by wallstreetrookie > 2022-03-15 08:48 | Report Abuse

Monopoly over the local pharmaceutical business. There is not a single company listed on Bursa that has their in-house manufacturing line and brands. Give me one company except Pharmaniaga that actually deals with production. None

Posted by wallstreetrookie > 2022-03-15 08:48 | Report Abuse

Hold Kotra

Posted by wallstreetrookie > 2022-03-15 08:51 | Report Abuse

I am always optimistic haha. I am rarely bearish on stocks, except when it is really bad

Posted by wallstreetrookie > 2022-04-02 21:54 | Report Abuse

Guide to Investing in Bursa Healthcare 2022
1. Kotra Industries 2. YSP 3. ??? (new ipo)

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-04-14 11:37 | Report Abuse

Thanks zzprozaz. Surged in profit margin is highly likely due to increasing in appeton products sales. Nova is another one enjoying high profit margin from its supplement products.

Posted by wallstreetrookie > 2022-04-14 11:39 | Report Abuse

Lol already up so much then start to write so long to promote. IR department provides useless information unless you work as buy-side analysts from large funds. I got ignored by IR because I worked at a smaller fund and I was covering a large cap.

Posted by wallstreetrookie > 2022-04-14 11:40 | Report Abuse

IR's job is to make presentation decks and help analysts prepare models. Their information can be found anywhere. Surge in profit margins has been priced in. The time to buy was Q3 2021

Posted by wallstreetrookie > 2022-04-14 14:37 | Report Abuse

Yes, I still hold Kotra. But waiting to add my position after the next earnings

Posted by wallstreetrookie > 2022-04-14 14:39 | Report Abuse

my cost is RM120k at RM3.2 lol

Posted by wallstreetrookie > 2022-04-14 14:39 | Report Abuse

Do not sell Kotra yet. This is the only self-sustainable pharmaceutical company. Even better than Duopharma and Pharmaniaga crap

Posted by wallstreetrookie > 2022-04-14 14:40 | Report Abuse

Kotra is already a RM1 billion company. Market hasn't realised it yet

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-04-14 15:32 | Report Abuse

Kotra has invested RM 179m in PPE from FY2010 to FY2021 and the accumulated depreciation is about RM 124m during this period. With the PPE depreciation in RM 14m per annum and nil massive Capex, the depreciation amount will be reduced RM 3m/year after 3 years.

KohBC0401

63 posts

Posted by KohBC0401 > 2022-04-20 09:50 | Report Abuse

-17 sens hmmm what happened

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-04-20 16:42 | Report Abuse

Main masak2. Lolz

Posted by wallstreetrookie > 2022-05-05 22:58 | Report Abuse

Kotra Industries to report earnings by end of May: Investors' expectation much higher than last quarter

treasurehunt

1,578 posts

Posted by treasurehunt > 2022-05-06 23:49 | Report Abuse

Kotra needs to prove to the market that its margin hike is sustainable for 4 continuous quarters . Therefore, the upcoming QR is crucial justify the margin leap.

zzprozaz

131 posts

Posted by zzprozaz > 2022-05-09 11:52 | Report Abuse

Appeton sales in Jan to March should be good as higher covid cases in this period, recent 2 quarters result mainly support by higher local sales mainly contribute by Appeton in the covid period

treasurehunt

1,578 posts

Posted by treasurehunt > 2 months ago | Report Abuse

Nova has posted a better QR. Kotra is expected to report similar as well. Tiny traded volume.

Posted by wallstreetrookie > 2 months ago | Report Abuse

Shhh @treasurehunt don't promote

treasurehunt

1,578 posts

Posted by treasurehunt > 2 months ago | Report Abuse

Not many interested in tiny traded company la. Difficult to make money in short term. Hidden hands are drawing the graph judging from the trades in the past few weeks.

treasurehunt

1,578 posts

Posted by treasurehunt > 2 months ago | Report Abuse

Great QR and good for investing criteria rather than trading.

Posted by Musangkingfarmer > 2 months ago | Report Abuse

CEO bought some shares at the price of RM4.25 on 03 Jun

treasurehunt

1,578 posts

Posted by treasurehunt > 2 months ago | Report Abuse

Bought 2k share only. Kedekut man! He should snap up at least 20k shares.

treasurehunt

1,578 posts

Posted by treasurehunt > 2 months ago | Report Abuse

Wait for the mid term traders to take profits before marching again. It may take months to complete the consolidation.

Posted by wallstreetrookie > 2 months ago | Report Abuse

Like you said, mid term traders are not interested in Kotra because this stock won't move. Pharmaceuticals perform good in recessions. Kotra Industries is similar to JNJ but a microcap biotech/healthcare stock

zzprozaz

131 posts

Posted by zzprozaz > 2 months ago | Report Abuse

Why Kotra export drop a lot even lesser impact by restrictions in 2022?

treasurehunt

1,578 posts

Posted by treasurehunt > 1 month ago | Report Abuse

Guess local market is performed exceptionally well. Therefore, cater a room to grow overseas market in next quarter. Hahaha

zzprozaz

131 posts

Posted by zzprozaz > 1 month ago | Report Abuse

treasurehunt, but Kotra capacity utilisation only 40% or 50%, still got many capacity to grow oversea market… I think it was not due to not enough capacity….

Posted by wallstreetrookie > 1 month ago | Report Abuse

Kotra Industries, Apex Healthcare.

Posted by wallstreetrookie > 1 month ago | Report Abuse

Healthcare perform well in recessionary environment

Post a Comment
Market Buzz