Posted by Haida123 > 2017-04-28 19:54 | Report Abuse

With current EPS (latest 4 quarter), the price will be fair at around RM1.80 with PE 10. That mean's Luxchem still can go up a lot! Hopefully great show next week, have a nice weekend every shareholders :D

Posted by Ian Jin > 2017-04-28 21:12 | Report Abuse

Boss, monday no open for business, please sleep more. tuesday baru can enjoy the show

Posted by Invest1188 > 2017-04-28 21:13 | Report Abuse

1.50 to 1.80 not so much le

Posted by moneySIFU > 2017-04-28 21:30 | Report Abuse

Interesting result

http://www.theedgemarkets.com/article/理建首季净利增长近一倍

Posted by Patrick13 > 2017-04-28 21:59 | Report Abuse

Indeed good result. But terrible the performance review and current year prospects. No detailed information is revealed.

Posted by Doer > 2017-04-28 22:31 | Report Abuse

with the historical performances n good management, it worths to keep for long term until double up the price. be patient n be confident

Posted by bluefun > 2017-04-28 23:30 | Report Abuse

Patience with passion = power of compound interest

:)

Posted by RainT > 2017-04-29 00:04 | Report Abuse

But luxchem margin very thin only.....it is not a good company

Posted by huikong > 2017-04-29 00:09 | Report Abuse

Margin is a bit low, but ROE is quite high....... N it actually keep improved margin.

Posted by Patrick13 > 2017-04-29 09:45 | Report Abuse

Dear RainT, margin for chemical industries is memang low, but after Luxchem acquired TMSB, the profit margin is improving.

Posted by Invest1188 > 2017-04-29 10:07 | Report Abuse

Cold eye coming to buy, PE less than 10, positive cash flow, improving revenue, ROE 20 pct, meet all the criterias, buy before they come in

Posted by Invest1188 > 2017-04-29 10:09 | Report Abuse

bonus may come if the earning sustain at this level , based on luxchem historical trend bonus is very possible when earning increased sharply

Posted by Chan SauWei > 2017-04-29 11:52 | Report Abuse

Margin profit for chemical trading is less if compare with manufacturing field.... Luxchem margin profit is consider good.
Now wish the new invest Tmsb factory able to contribute the margin profit..

Posted by ginvin > 2017-04-29 20:13 | Report Abuse

Also... luxchem pays good dividend

Posted by RainT > 2017-04-30 15:32 | Report Abuse

Dear Patrick13
Thanks for your good feedback , hope this co share price can up up

Posted by RainT > 2017-04-30 15:33 | Report Abuse

Patrick13
Why don't you consider other more high margin company such as Myeg , Superlon , Padini , Elsof ......

Posted by RainT > 2017-04-30 15:34 | Report Abuse

With higher margin ....will higher EPS and with higher EPS ....will higher share price

Posted by RainT > 2017-04-30 15:34 | Report Abuse

Invest1188. ....

How you know Cold eye buying Luxchem ?????

Posted by bluefun > 2017-04-30 22:30 | Report Abuse

Luxchem(5143) - 脚踏实地，用心经营 Slow & steady wins the race

http://klse.i3investor.com/blogs/bluefun/121792.jsp

Posted by Chan SauWei > 2017-04-30 23:19 | Report Abuse

Thaks bluefun for the sharing info and analysis

Posted by notebook > 2017-04-30 23:24 | Report Abuse

台湾跨国企业长兴材料工业股份有限公司（Eternal Materials），打算在柔佛丹绒朗刹工业园设立厂房。
由于理建机构对不饱和聚酯树脂的价格敏感，因此我们认为，长兴材料的入驻，将对生产业务构成巨大威胁。
this company is constructing, will be luxchem major competitor
very big factory
https://www.google.com/maps/@1.4731512,103.9793211,1154m/data=!3m1!1e3

Posted by win_win > 2017-05-01 09:41 | Report Abuse

http://skyisthelimitskyisthelimit.blogspot.sg/?m=1

Posted by notebook > 2017-05-01 11:48 | Report Abuse

http://www.theedgemarkets.com/article/slight-margin-erosion-seen-luxchem

Posted by bluefun > 2017-05-01 11:58 | Report Abuse

Few questions to Luxchem's Mangement in AGM 2016 dated 5/5/2017

1. Is it company secure new customer/big sales order? from FY17Q1 Q result, revenue achieved highest at 218m compare to 186m in FY16Q4? Huge increase about 32m or 17%.

2. Financial guarantee increase from 56m in FY16Q4 to 98m in FY17Q1, an increasing of 42m or 75%?. Is it for subsidiaries to expand its production or big sales order from oversea customer?

3. What is the dividend payout policy for FY17? how many % of EAT?

4. How much contribution revenue, EAT of Transform Master in FY16?

5. Did company set a policy employee that exercised ESOS cannot sell the share in open market? If yes, how long?

6. Did company plan to acquire its vendor/peers for cost efficiency & increase the market share? since cash rich at 115m in FY17Q1?

Due to working & rush for account closing for month end, bluefun is unable to attend Luxchem's AGM held on 5 May 2017. Seek for shareholder/investor that will be attending assistance for above question. Please share the comment/answer here, thanks so much in advance.


Together we growth slow & steady with Luxchem, transform our future to be a master in our life :)

Posted by Henry Chan > 2017-05-01 12:17 | Report Abuse

any advise if to buy in at 1.56?

Posted by 8085208 > 2017-05-01 12:59 | Report Abuse

@Henry Chan, if u are mid-term investor, dont buy, it is risky

Posted by 8085208 > 2017-05-01 13:02 | Report Abuse

if short-term,it is rebound time

Posted by 8085208 > 2017-05-01 13:03 | Report Abuse

buy at your own risk

Posted by zexon > 2017-05-01 14:12 | Report Abuse

As Luxchem quarterly financial result was released earlier than expected. Many ppls had missed the chance to collect at the low price. I can see many traders have become haters to start bad mouthing on luxchem. No worries, luxchem's outperform result is worth a thousand words.

Posted by Doer > 2017-05-01 21:21 | Report Abuse

ramai orang mata merah oi...

Posted by Chan SauWei > 2017-05-01 22:31 | Report Abuse

Feel recently annual report is full of valuable info especially page 1-19....invest tmsb is right step to improve the net margin if compare with trading segment..
Wish tmsb able to improve the capacity from 75% to full load...

Posted by Patrick13 > 2017-05-02 07:44 | Report Abuse

Yes, because Bursa requirement for the new disclosure: Management Discussion & Analysis. Luxchem did very well for this part information.

Posted by win_win > 2017-05-02 08:52 | Report Abuse

http://skyisthelimitskyisthelimit.blogspot.com/2017/05/next-growth-engines-of-luxchem-part-2.html

Posted by zexon > 2017-05-02 09:17 | Report Abuse

price shot up to 1.67. What a wonderful opening

Posted by zexon > 2017-05-02 09:19 | Report Abuse

Luxchem, release the Kraken in Vietnam!

Posted by necro > 2017-05-02 09:33 | Report Abuse

Necro start loving LUXCHEM

Posted by win_win > 2017-05-02 10:04 | Report Abuse

more to come...

Posted by Doer > 2017-05-02 11:15 | Report Abuse

hopefully break 1.70 by today...

Posted by necro > 2017-05-02 12:28 | Report Abuse

KEEP CALM...let it rise little by little,otherwise it will look like speculating counter..

Posted by Chan SauWei > 2017-05-02 12:40 | Report Abuse

Break the resistant 1.70 then ho seh liao

Posted by Patrick13 > 2017-05-02 13:55 | Report Abuse

This quarter is 4.98, assume x 4 quarters = 19.92, times PE 10x, market price should be RM2.

Posted by 8085208 > 2017-05-02 20:47 | Report Abuse

庄家可能在出货，大家小心，建议减半筹码

Posted by manji > 2017-05-03 02:05 | Report Abuse

Luxchem just bought new polymer machine. higher technology better efficiency I think

Posted by manji > 2017-05-03 02:08 | Report Abuse

from Dalian Jinzhou Heavy Machinery Co., Ltd.
http://en.jhm.com.cn/

Posted by Doer > 2017-05-03 09:06 | Report Abuse

Hope that today will be another higher milestone! Bravo Luxchem!

Posted by ihelpyouUhelpme > 2017-05-03 22:57 | Report Abuse

hi manji, may i know where you got the news of purchase of new polymer machine? just wanna learn how to find more info haha

Posted by Doer > 2017-05-04 10:26 | Report Abuse

if the info is solid, probably to increase capacity soon to expand market share eagerly. Bring up profit oso.

Posted by Chan SauWei > 2017-05-04 12:40 | Report Abuse

Pls bring this question for tomorrow agm meeting..
Who wanna going to attend agm meeting??

Posted by Doer > 2017-05-04 13:41 | Report Abuse

kindly share AGM meeting feedback here. Thx bossss

Posted by bluefun > 2017-05-04 22:17 | Report Abuse

Few questions to Luxchem's Mangement in AGM 2016 dated 5/5/2017

1. Is it company secure new customer/big sales order? from FY17Q1 Q result, revenue achieved highest at 218m compare to 186m in FY16Q4? Huge increase about 32m or 17%.

2. Financial guarantee increase from 56m in FY16Q4 to 98m in FY17Q1, an increasing of 42m or 75%?. Is it for subsidiaries to expand its production or big sales order from oversea customer?

3. What is the dividend payout policy for FY17? how many % of EAT?

4. How much contribution revenue, EAT of Transform Master in FY16 & FY17Q1?

5. Did company set a policy employee that exercised ESOS cannot sell the share in open market? If yes, how long?

6. Did company plan to acquire its vendor/peers for cost efficiency & increase the market share? since cash rich at 115m in FY17Q1?

7. How is the progress in Vietnam plant(Luxchem Vietnam Co. Ltd)? When is the expected date/time frame to generate income? Can increase how many % sales if fully commercialized?

Due to working & rush for account closing for month end, bluefun is unable to attend Luxchem's AGM held on 5 May 2017. Seek for shareholder/investor that will be attending assistance for above question. Please share the comment/answer here, thanks so much in advance.


Together we growth slow & steady with Luxchem, transform our future to be a master in our life :)