told u guys sell after result out. QR is bad because despite much higher revenue, profit didnt up a lot, profit margin for toyoplas n CPI is a shame compare to VS, Skpress n Ataims.
If Electronics factories are allowed to Run during Lock-down, Cpi & Toyo are also allowed to Run bcos how can you finished a product without plastic casings( Toyo ) While Cpi are producing radio wireless products for Export
When Raw material Cost impact on earnings, it usually last for only One quarter bcos Accountant would immediately adjust product Selling price immediately----In Covid-era, almost all factories has a Clause (buy/Sell) for Force Majeure----Factories can stop honouring Contracts. How do i know bcos i am practising it daily.
If Company Secretary with NO financial Education ( typing and filing ) thinks there is Value in KPS----I suggest Bursa Sifu should Eat Banana everyday to upgrade their Skill
Yes, agree with JJchan although he always tend to promote KPS. The insiders all buying dy. First deputy CEO, then Cosec, if next CEO buy then confirm I will load more
Bank valuations should gives KPS Tp 2.0 for takeover....management has plan.... Sprint takeover and Menara Sale can raise 250mil plus Cash ----another mmc maybe ( not getting my Vote )
JJchan Bank valuations should gives KPS Tp 2.0 for takeover....management has plan.... Sprint takeover and Menara Sale can raise 250mil plus Cash ----another mmc maybe ( not getting my Vote ) 04/06/2021 11:04 AM <--- Hahaha u BS again.
Hon Hai Taiwan, mother of Foxconn, bought 5% of Dnex for Silterra ( PNB's wafer plant). We have being discussing this Foxconn's " moving out" of Shenzhen China bcos of Trump's policy. Now it is confirmed. Foxconn shenzhen plant is 30% closing Down as of today ( employed more 400,000 workers the last time i visited the plant in 2019 )
Part of the plant actually plan for India entry level smartphone, LapTop goes to Vietnam...so what Foxconn plan for Johor Or Penang plant????
My Guess is High End LapTop or 5th Gen smartphone bcos Singapore and Penang can supply Good Components
So what Biz can KPS get from Foxconn $200Billion ( RM800 bil ) divestment from Shenzhen China-----I think Electronics Plastic injection from Toyo and CPI will benefit And CenBond High Quality Carton Box and Printing for packing will enjoy massive Biz----
6 months ago we just Talk about Foxconn, now they are Here......
There are 7 or 9 Foxconn factories in China beside Shenzhen plant ( $200bil Revenue ). Looking at Biden policy which i think not much different from Trump ( maybe worst bcos of HK )---The other 7 factories maybe also on the GO on short notice.
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rogers123
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Posted by rogers123 > 2021-05-27 14:54 | Report Abuse
I can tell u gonna move