JadeSchira, when raw material increase, toyoplas n CPI will be making HUGE loss, EPS will becoe -ve, PE will skyrocket. imagine loss 20-30mil per Q ... not to mention economy recession is looming, order will drop, cost increase, double sword for KPS and all other EMS. Run b4 too late. _________________________ Go and Check Qr results of SMTRACK and POS.............This Roger Top,Top recommendations which include sell Children to Silang
until today Qr release, Boxpack revenue is doing Okay which means Cenbond carton Biz is running fine. Properties Giant like IOI is making Big profit which means Demand for Cement Bags is Good. Good for Cenbond Cement bags too....As for CPI and Toyo, there is no comparison, both are the biggest among none Listed Co. However resin price should put a Cap on their profit margin..... A 60/40 chance of a profitable Qr, have to wait till Friday to SEE
oh no, ugly result, CPI n TOYOPLAS earning drop like mad, the impact of china lock down and ukraine-russia conflict will further dampen the up coming QR of KPS, sales of KingKoil in US started dropping badly in US since march due to inflation, all in all, KPS earning will continue to deteriorate further and potentially turn -ve !!!
SKPRES, also EMS however it manage to maintain strong earning , thats the different btw well managed co and lousy managed co.
SKPRES net profit margin in this QR around 9%, while TOYOPLAS, CPI, CENBOND, Kingkoil together... 270mil revenue but.... 11mil profit BEFORE TAX !!! R u kidding me ? 4% gross profit margin ??? Thats the worst EMS I've ever seen, other EMS co r making at least 4-5% NET profit margin, why the hell TOYOPLAS, CPI doing so badly ?
those still holding going to have nightmare in coming weeks and months. Advise has been given but ppl prefer to listen to those st*p*d sinkalan like IronShit, Singor and Jjchan :D
Where did this soo-hai Roger get 11mil Profit from? His mother Toilet Bowel... ______________________ revenue but.... 11mil profit BEFORE TAX !!! R u kidding me ? 4% gross profit margin ??? Thats the worst EMS I've ever seen, other EMS co r making at least 4-5% NET profit margin, why the hell TOYOPLAS, CPI doing so badly ?
As i said 60/40 chances of getting a profitable results. Net Profit 16,395----Down 17% from last Qr( 19,889) Dividend Call again 2.5cents Or 13,425m. KPS intended to give Out All profit from last Qr as Dividend.--- Good Management Call. I believe Management will give Dividend again Next Qr in view of 117mil Cash received from Sale of Sprint. As for raw material price inflation caused by $100 Oil has largely been factored in ( 4 months Now ). China lockdown is coming to end. Most GuangDong factories are running 110% to finish Back Orders. Ukraine/Russia war is grinding to a Halt, more like a local war like Syria, Afghanistan. But Africa will be seriously affected by wheat Grain shortages. Shortages of IC will last till 2023---many Car production has stop-----I dont see KPS electronics section ( CPI and Toyo ) will run out Biz until End 2023, Main reason while USA is ramping Up interest Rate, China on the other End is Cutting Rate to support 2nd World largest economy.
new 2.5cents just declared for 1Q22....2.5cents dividend ( Ex-9Jun22 ) is for 4Q21...so if you buys KPS on Mon and wait for Dividend after Ex-9Jun 22, you will get a yield of 6.7% ( 2.5 + 2.5 cents )
if you Buys on Monday at 0.75 then your yield might Hit 16.66% for the year 2022.....2.5cents(4Q21) + 1Q22(2.5) + 2.5c( 2Q22) + 2.5c(3Q22) + 2.5c( 4Q22 )...As JJ said, KPS got 117mil from Sprint Sale to give Dividend. Sprint Deal will takes atleast 6--9months to complete. This Deal is a confirmed GE15 election Red Packet for Voters to vote Umno.....Confirmed Deal
Frankly speaking, I don't expect a dividend for every quarter. If a 2.5 sen can be declared twice a year it should be good enough for a 70 plus sen stock. The yield is quite high.
Singor should be shameful of himself, KPS earning is very bad yet this soh*ai think the result is good. Share price will continue to sink like mad, mark my word !
next QR will be even worse due to shanglai lockdown in apr n may, logistic issue and higher raw material which KPS mentioned in the future prospect in the latest report.
You F**King said bad news for last 6 months ------------------
roger3210
next QR will be even worse due to shanglai lockdown in apr n may, logistic issue and higher raw material which KPS mentioned in the future prospect in the latest report.
sorry to tell you, KPS EMS not for semicondustor industry, KPS EMS for low end home appliances products that's why it fetch much lower profit margin compare to VS, SKPRES.
S*hai SinGorlan, did I said it will come back to close the gap a 0.72 when it was 80c+ ??? Answer this simple question. If id**t like u holding at 80c, are you NOT losing money ?
is very simple. We will trust Roger if KPS drop within this year 0.50. If KPS, still remain 0.70 to 0.80 by this December, we can conclude that Roger is sparking fire in this stock
next QR probably going to be even WORSE than this QR because April-mid of May lockdown in shanghai n beijing, material cost continue to spiral up, man power shortage, chip shortage, RM1500 min wage .......... min wage badly impact those manufacturing industry especially for co with very low profit margin like CPI and TOYOPLAS !
Run for life as soon as possible before it crash below 50c or even 40c !!!
lol, disposal gain 110mil and share price didnt perform, tomorrow dividend x date, the day where it start t go south all the way to below 50c by end of this year
reoovenue but.... 11mil profit BEFORE TAX !!! R u kidding me ? 4% gross profit margin ??? _______________________ Roger DOESN'T even know how to read SIMPLE Qr results, Dare to shout that he give advise to many, many stocks. Somemore dare to ask me to check....what a Real So-hai
dont know how to read Qr report, keep twisting after we found out, twist and twist. Dont know say dont know. I know why roger can only talk here, talk there but no money to buy. Bought Puncak at 2.70 (6--7yrs ago ) now 0.27
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
roger3210
4,949 posts
Posted by roger3210 > 2022-05-25 16:35 | Report Abuse
not to mention economy recession is looming, order will drop, cost increase, double sword for KPS and all other EMS. Run b4 too late.