Posted by wallstreetrookie > 2022-02-10 15:25 | Report Abuse

Kotra Industries to report earnings next week. Check your Bloomberg terminal for implied move and previous EPS estimates. Good luck

Posted by wallstreetrookie > 2022-02-11 10:57 | Report Abuse

EPS estimate: 11.34

Posted by ipohwhitecoffee > 2022-02-14 09:18 | Report Abuse

Qr soon probably

Posted by wallstreetrookie > 2022-02-19 21:58 | Report Abuse

Kotra Industries Berhad: Corporate earnings to watch in Q1 2022

Posted by wallstreetrookie > 2022-02-21 14:52 | Report Abuse

Don't get shaken out. Buy the dip

Posted by wallstreetrookie > 2022-02-23 18:10 | Report Abuse

So these few days, I see a lot of selling volume. That's you, @treasurehunt enough said

Posted by treasurehunt > 2022-02-23 18:35 | Report Abuse

I would have dumped no stopping if something is wrong. Remember to dump your tickets tomorrow. lolz

Posted by treasurehunt > 2022-02-23 19:52 | Report Abuse

I deleted my posts.. Hì hì

Posted by wallstreetrookie > 2022-02-23 21:52 | Report Abuse

Kotra Industries Berhad

Net Profit estimate: 13,000,000

Posted by wallstreetrookie > 2022-02-24 18:27 | Report Abuse

Oops missed

Posted by wallstreetrookie > 2022-02-24 18:28 | Report Abuse

No wonder the stock trades sideways

Posted by wallstreetrookie > 2022-02-24 20:17 | Report Abuse

Good earnings but it does not justify the share price appreciation. I am not giving overweight calls for Kotra Industries. Someone else will probably inverse my opinion and buy tomorrow. But I will be seller of Kotra for the short term. Long term investment remains optimistic

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

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

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

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

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

Fk I bought back in. FOMO

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

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

Who know this ikan bilis can become shark.

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 treasurehunt > 2022-03-01 13:06 | Report Abuse

Tickets are limited. 82% of the shares are controlled by less than 30 shareholders. Fong siling is a shareholder too.

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

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)

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 11:40 | 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

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.

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

-17 sens hmmm what happened

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

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.

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

Posted by treasurehunt > 2022-05-24 19:48 | Report Abuse

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

Posted by wallstreetrookie > 2022-05-24 19:48 | Report Abuse

Shhh @treasurehunt don't promote