Posted by Mikecyc > 2020-05-14 09:55 | Report Abuse

Ho ho FY19 n FY20 (2Q) is at Loss..

Posted by calvintaneng > 2020-05-14 10:22 | Report Abuse

Best time to buy on weakness

Those who bought esceramic on weakness at 33 sen we're richly rewarded later

Posted by Vincent2002 > 2020-05-14 10:32 | Report Abuse

Those who bought Scomies are being Pump n Dump .

Posted by calvintaneng > 2020-05-14 11:12 | Report Abuse

Glove bull run time now

Those who followed Calvin buy these are the happiest

1. Buy Comfort Gloves at 88.5 sen

2. Bought Supermax at Rm1.73

3. Bought Luxchem at 47 sen

4.Bought Adventa at 57 sen

5. Bought Esceramic at 32 sen

6. Bought Mtag at 39 sen

7. Bought PPHB at 69 sen

8. Bought Prolexus at 57.5 sen

9. Buy now Nylex at 78 sen


ALL GONE UP THE SKY

NYLEX IS THE LAGGARD

SO NYLEX IS THE BEST BUY NOW!!!

Posted by calvintaneng > 2020-05-14 11:17 | Report Abuse

1993 WAS ASIAN TIGER BULLRUN, 2020 IS HEALTHCARE BULL RUN BY COVID 19, GLOVE, FACEMASK & NOW SANITIZER IN NYLEX & ANCOM, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-14-story-h1507030237-1993_WAS_ASIAN_TIGER_BULLRUN_2020_IS_HEALTHCARE_BULL_RUN_BY_COVID_19_GL.jsp

Posted by calvintaneng > 2020-05-14 11:52 | Report Abuse

Ancom holds 48.95% of Nylex shares

So if Nylex good ancom also good

Posted by calvintaneng > 2020-05-14 13:47 | Report Abuse

Note the progress

It begins with Gloves

Then it moves to Face Masks

Now is Sanitizers

More and more companies are venturing into Sanitizers

So good for Nylex as It has Ethanol for Sanitizers

See

https://www.theedgemarkets.com/article/local-cosmetics-brand-pivots-hand-sanitisers-survive-crisis

Posted by calvintaneng > 2020-05-14 13:51 | Report Abuse

"We only started feeling the impact mid-April, where our skincare products saw a slowdown in sales. By the end of April, most of our sales were from hand sanitisers, not colour cosmetics or skincare products."

Chriszen has since initiated several measures aimed at sustaining the business, including launching a new line-up of moisturising hand sanitisers on March 23. Leong explains that the company chose to sell hand sanitisers because of the increased demand, and besides, it falls under the personal care and skincare category, which does not stray far from the company brand image.

"After the MCO in March, everyone started to research what hand sanitisers are, and how to use them properly. At that point, the demand was very high but a lot of the raw materials were out of stock. We managed to get the stock in time and we were able to capture some market share," says Leong.

She adds that instead of selling directly to consumers, Chriszen focussed on selling to other businesses. “A few years ago, I participated in a lot of business associations and a lot of business owners are familiar with our brand and will buy from us for corporate use.”

Chriszen launched a range of natural hand sanitisers in January. However, this range has been temporarily discontinued because it is non-alcoholic and therefore, not as effective against viruses.

The Centers for Disease Control and Prevention (CDC) recommends the use of alcohol-based hand sanitisers with greater than 60% ethanol or 70% isopropanol as the preferred form of hand hygiene in healthcare settings.

Posted by davidkkw79 > 2020-05-14 18:56 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3049958

Posted by MoneyShow3 > 2020-05-14 19:51 | Report Abuse

QR results just out, loss and it doesn't say much abt the ethanol biz or hand sanitizers

Current Year’s Prospects
The highly challenging global economic conditions, mainly due to the Covid-19 pandemic, is causing
significant disruption and uncertainty to business and economies across the world. The sharp decline
in oil prices which was triggered by a lack of demand since the beginning of year 2020 following
China’s economic lockdown, and the continuous oil price war between Saudi Arabia and Russia, has
further dampened the economic outlook.
The volatility and uncertainties in the global markets will continue to put downward pressure on the
demand and product margins of the Group’s operating divisions for the remaining period of financial
year ending 31 May 2020.
The Board will continue to seek ways to safeguard its profitability.

############

The Industrial Chemical Division also posted lower revenue of RM246.0 million for the quarter
compared with RM294.8 million recorded in the same period last year, attributed by lower volume and
generally lower average selling prices. The Division managed to lower its losses and recorded a LBT
of RM1.5 million for the quarter, as compared to LBT of RM8.2 million achieved in the same period last
year, due to improved margin earned on certain products.



Looks like a wrong choice... Shld focus on hexza for the full ethanol play

Posted by Energiser > 2020-05-14 19:54 | Report Abuse

Yeah agree Moneyshow3...looks like Hexza is the only ethanol play in Bursa.

Posted by pap9163 > 2020-05-14 21:27 | Report Abuse

Today Nylex 3rd Q report EPS -2.10(Loss).In their Current year's Prospect, not a word mention about Ethanol???. I still prefer to BUY Hexza for the Ethanol business. For the current quarter under review, the Nylex Group registered a lower revenue of RM275.3 million,
which represents a decrease of 15.4% from RM325.3 million recorded in the same period last financial
year. The decline in revenue was mainly due to lower contribution from the Industrial Chemical
Division. The Group managed to lower the LBT for the period to RM2.6 million, compared to LBT of
RM7.7 million recorded in the corresponding period last year, attributable to higher earnings
contributed by the Industrial Chemical Division and the Polymer Division.
The Polymer Division posted lower revenue of RM25.1 million for the current fiscal quarter,

Posted by AllanTingAS > 2020-05-14 22:18 | Report Abuse

What happen to their QR result? Loss? I have done biz with this company and i thought the performance will be satisfactory. Luckily sold all my holdings.

Posted by tapdance > 2020-05-14 22:31 | Report Abuse

It's a surprise that mgmt. decided to not mention anything about its ethanol side of business.

Posted by calvintaneng > 2020-05-14 23:59 | Report Abuse

The results were until February 2020

What happened AFTER that?

1. After Feb 2020 Crude oil COLLAPSED from USD55 TO BELOW USD25

With feedcost for polymer halved the profits from industrial chemical will spike up

2. Only in March 18 Mco lock down started and gloves spiked. My comfort gloves bought 88.5 sen jumped over Rm2.00 and Supermax jumped from Rm1.73 to near Rm4.00 now

Then after that face masks stock like Adventa spiked from my buy call of 57 sen to over Rm1.30

Now sanitizer use spiked and because ethanol was in Hexza report prices of Hexza jumped from 70 sen to LIMIT UP over Rm1.40(up 100%)

Is there mention of ethanol?

Yes, for that you must go see 2 things

1. Annual Report of 2019 mentioned that Nylex closed factories for months to upgrade and expand it
So production decreased.

But now it is ready . Just in time to meet covid 19 demand spike for sanitizer

This latest good news was just given yesterday after qtr report already prepared . It was revealed to Rakunten

Nylex people also whataspped to me

We are very happy to buy "Ahead of time"

As nylex and ancom will both do very well from now

Posted by calvintaneng > 2020-05-15 00:32 | Report Abuse

I also checked and compared nylex ethanol factory in Chuping perlis and Hexza ethanol factory in tasek Ipoh

Nylex factory sized is 11 Acres

Hexza factory is slightly smaller at 10 acres

I know how to compute land sizes as I already bought and owned lands and houses for 30 years

And one more thing

Nylex has upgraded it's factory and the feedstock is the Biggest sugar cane plantation in Malaysia

How could I missed?

Posted by calvintaneng > 2020-05-15 08:48 | Report Abuse

One extra reminder

When Calvin called for a buy on adventa at 57 sen it also showed a loss quarter

Why buy adventa if past results no good

THE answer is this

Because Calvin discovered adventa got sell ppe(personal protection equipment) like gloves, isolation gowns and face masks

Calvin did not let past losses of adventa put him off

Calvin bought into the 'future' of adventa because Raging Covid 19 is the game changer

AND I was correct

In few short weeks Adventa shot up more than 100% to over RM1. 20

So is Nylex

With so many new businesses turning to the manufacture of sanitizer demand for Ethanol of Nylex will skyrocket

Glove
Isolation gown
Face masks are for defense

Only sanitiser is for OFFENSE

WHILE OTHERS PROTECT

ONLY SANITIZER ATTACK AND KILL CORONAVIRUS

Posted by pvd_investor > 2020-05-15 09:28 | Report Abuse

Is it good to enter now as I see people selling

Posted by Vincent2002 > 2020-05-15 09:44 | Report Abuse

Big mouth is always twisting facts to con people, can blow until to singapura.

Posted by lcng123 > 2020-05-15 10:39 | Report Abuse

Nylex's ethanol factory in Chuping, Perlis (Fermpro Sdn Bhd) has 11 acres but out of that 6 acres is molasses treatment pond. Factory and office is about 5 acres, half of Hexza's ethanol factory in Tasek, Ipoh (Chemical Industries (Malaya) Sdn Bhd (10 acres)

Posted by pktaninvestor > 2020-05-15 10:42 | Report Abuse

Look forward for sanitizer and chemical for glove support, all for attack covic 19 will be good for businness.

Posted by tapdance > 2020-05-15 10:54 | Report Abuse

Strange that Nylex does not mention anything about ethanol. Especially when every other listed companies seizing the opportunity to broadcast their healthcare-related venture. And we know for a fact that Nylex is a major ethanol supplier.

And the share price is still very well supported after result announcement. Was it stage for 'someone' to buy more?

Posted by lcng123 > 2020-05-15 10:54 | Report Abuse

Last week Nylex was around 50sen, now 78sen, already up 28sen more than 50%

Posted by calvintaneng > 2020-05-15 11:03 | Report Abuse

Yes true about Nylex

BUT SEE ADVENTA

BUY CALL WAS 57 SEN TO ALL WHASPP KAKIhttps://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-04-23-story-h1506104858-Why_Adventa_7191_will_join_the_Glove_Bull_Run_after_Comfort_Gloves_Supe.jsp

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-04-23-story-h1506104858-Why_Adventa_7191_will_join_the_Glove_Bull_Run_after_Comfort_Gloves_Supe.jsp

in 2 weeks Adventa gone crazy and jumped up to Rm1.43 from 57 sen (UP 150%)

Posted by pktaninvestor > 2020-05-15 11:07 | Report Abuse

Base on 19 March until now most the covic 19 medical protection been 3 or 4 per up.

Posted by calvintaneng > 2020-05-15 11:08 | Report Abuse

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-15-story-h1507056312-NYLEX_4944_ANCOM_4758_Time_to_buy_on_these_Two_Cyclical_Stocks_for_2_ST.jsp

Posted by calvintaneng > 2020-05-15 12:13 | Report Abuse

Testerday Rakunten did a write up on Ancom

And we quote

We are positive on Ancom Bhd (“Ancom”) prospects and growth trajectory of their agrichemical business. This division contributes over 70% of group’s profit with decent gross margins of over 15%. Its 4-year CAGR is solid of over 25% in revenue and profits. As such, we believe Ancom will see better days in FY21 when its restructuring gains traction. BUY with target price of RM0.90 premised on 12.5x PER FY21 being 2-year average PER and comparable to its peers.

Ancom’s key driver and hidden jewel is their agrichemical business under Ancom Crop Care Sdn Bhd. The other major asset being its 48.95% stake in Nylex Bhd which is in the industrial chemical business that has hit a sweet spot amidst the Covid-19 pandemic. It is experiencing surge in demand for their ethanol production, an active ingredient in sanitisers. Its business of manufacturing hand sanitisers and hygiene and sanitisation services is the new normal in the wake of gradual opening of most business post CMCO. Ancom’s foray into sanitiser production is complementary to their existing business as the margins are fairly lucrative with gross margins ranging between 25-40%.

Core business and hidden jewel lies in their subsidiary Ancom Crop Care Sdn Bhd which contributes over 70% of the profit to Ancom Bhd. Agriculture chemicals which are part of the food supply chain are predominantly used in sugar cane plantation, palm oil plantations. It has reported FY19 net profit of RM35m and is expected to maintain is profitability for FY20 and FY21. This value however is trapped at group level which is undergoing restructuring as their other business has been a drag such as media that realised over RM12m loss for FY19.

Nevertheless, we still expect Ancom Bhd to remain profitable with agribusiness to be the key driver delivering earnings growth via expansion of capacities and new products for the agribusiness coming onstream by FY21. This would catapult group’s earnings and expect growth momentum to continue with EPS to chart double digit growth for FY21 and beyond.

And these are some good points

1) ANCOM 4-Year CAGR is solid of over 25%

2) Seeing better days ahead Rakunten gave a PER12.5 Target Price for Ancom at 90 sen

That is too modest. The Surge in NYLEX will lift up Ancom past Rm1,00 to Rm1.20 possible


3) Ancom owns 48.95% of NYLEX



The other major asset being its 48.95% stake in Nylex Bhd which is in the industrial chemical business that has hit a sweet spot amidst the Covid-19 pandemic. It is experiencing surge in demand for their ethanol production, an active ingredient in sanitisers.

Nylex has Hit a SWEET SPOT in Covid 19 pandemic!

Nylex is experiencing SURGE IN DEMAND for their ethanol production, an active ingredient in sanitizers


So Both Nylex & Ancom will benefit tremendously from the Upward Surge of Demand for Sanitizers

Gloves, face masks & isolation gowns are defensive

Only sanitizer is Offensive

Glove, face mask & isolation gown protect from Covid 19

Only SANITIZER ATTACK AND KILL CONONAVIRUS

Posted by Anaconder > 2020-05-17 09:31 | Report Abuse

A check at AR2019,Dynaquest was not in Top 30

Posted by calvintaneng > 2020-05-17 18:44 | Report Abuse

Anaconder A check at AR2019,Dynaquest was not in Top 30
17/05/2020 9:31 AM

Crude Oil only collapsed in year 2014

So Dynaquest only in Top 30 for years 2015 & 2016 with 1.1 Million Nylex shares

So Crude oil this year only Crashed in March 2020 from USD55 to less than USD25

So why should Dynaquest be buying Nylex when Crude Oil still high then
Now is the time for Dynaquest to buy back Nylex

Not sure?

Go ask Sifu Dr. Neoh Soon Kean of Dynaquest & see if he is buying or not?

Posted by calvintaneng > 2020-05-17 18:45 | Report Abuse

MSM SUGAR IN CHUPING, PERLIS & NYLEX EHANOL FACTORY IN CHUPING, PERLIS, Calvin Tan Research

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-05-17-story-h1507086007-MSM_SUGAR_IN_CHUPING_PERLIS_NYLEX_EHANOL_FACTORY_IN_CHUPING_PERLIS_Calv.jsp

Posted by calvintaneng > 2020-05-17 19:11 | Report Abuse

One more thing

Do you realise the low cost of land prices for all 12 acres in book value

Total book value only Rm2.575 millions or only Rm214,000 per acre or only Rm4.90 psf

The Net Asset Value of Nylex already more than Rm1.80

If revalued NAV of Nylex should go up higher

In short, Nylex is Selling at Very Deep Discount to Book Value

While Gloves are selling many times price to book value both Nylex & Ancom are selling at Deeeply Discounted Price to Book Value

That makes them even more Valuable now

Posted by Huat huat 2020 > 2020-05-17 20:20 | Report Abuse

Fantastic. Buy on dip .

Posted by Mikecyc > 2020-05-17 23:08 | Report Abuse

Same as he said bought Netx in Top 30 shareholder but not in with the last 30 with 8 million shares.

Posted by Mikecyc > 2020-05-17 23:10 | Report Abuse

Blowing again on land value .. just repeating .

Posted by calvintaneng > 2020-05-17 23:47 | Report Abuse

Mouse is here?

Better buy faster!

If you act fast you will be a fat mouse

If price of Nylex fly away then you might get crumbs or nothing

All who act fast and get on board early might still experience what hexza people did in limit up

Posted by Mikecyc > 2020-05-18 00:11 |

Post removed.Why?

Posted by calvintaneng > 2020-05-18 00:25 | Report Abuse

See how Nylex will be in 3 to 6 months time

THE truth will prevail

Posted by youngfish > 2020-05-18 01:22 | Report Abuse

Hi Calvin, thanks for all your research and effort - we all appreciate it very much. I have a question that I hope you can answer....
I can understand the thought processes behind your confidence in this counter, however do you think the drop in crude oil and the profit gained from the surge in demand for ethanol is enough to pivot the company from being loss making to profitable? Thanks for your time.

Posted by BATFLY > 2020-05-18 07:50 | Report Abuse

Fundamentally i think Nylex Is weak with negative PE, ROE, Profit..

Posted by Anaconder > 2020-05-18 09:45 | Report Abuse

Buy for future folks

Posted by Anaconder > 2020-05-18 09:49 | Report Abuse

Comfort as an example ,many many yrs ago like shit, now goldmine bro!

Posted by calvintaneng > 2020-05-18 10:06 | Report Abuse

Young fish

Yes these 2 catalyst are great for Nylex

1. Crude oil down will help nylex to save on cost and profit margin will increase

2. Ethanol demand and price rise will add more profits to Nylex

See Hexza as an example

Just because it has Ethanol for sanitizer the price of hexza went limit up

Posted by Anaconder > 2020-05-18 10:08 | Report Abuse

Support Sifu Calv. hentam not much , 50 lots just now

Posted by tahong > 2020-05-18 10:31 | Report Abuse

Jump on the wagon ,30 lots

Posted by calvintaneng > 2020-05-18 12:46 | Report Abuse

“In fact, households are now spending more on health-related items like face masks and sanitisers

See this good news for Nylex
https://www.thesundaily.my/local/sharp-drop-in-spending-on-non-essentials-BF2421120

Posted by Anaconder > 2020-05-18 14:57 | Report Abuse

Lai leow

Posted by sandrakkc > 2020-05-18 15:07 | Report Abuse

82 now. Thanks Calvin, CHUN CHUN CALL

Posted by sandrakkc > 2020-05-18 15:09 | Report Abuse

Will it follow Hexza too & do a limit up?

Posted by bobo91 > 2020-05-18 15:21 | Report Abuse

85 now. gogogo!!

Posted by alextan5680 > 2020-05-18 15:22 | Report Abuse

Qr loss still go up,another lctitan