Posted by CHONG Kong Hui > 2021-07-23 15:09 | Report Abuse

Made good profit from TGUAN.
Sold all and switch to BPPLAS for a new view.
Will come back again at the right time.

Posted by wallstreetrookie > 2021-08-03 07:35 | Report Abuse

A surge in Covid-19 cases could also make it harder for central banks in Asia to stick to initial plans of normalization, but force some to keep policy more accommodative for longer. That can add to the risk of capital outflows faced by these countries, given the rising chance that the Federal Reserve could tighten policy sooner amid growing inflation pressure.

All of these headwinds to full recovery in the region could prompt more countries to reconsider the effectiveness of imposing extended lockdowns, and speed up vaccination rollouts, a factor that would allow them to reopen the economy, say economists. Singapore, which plans to ease travel restrictions later this year when it has fully vaccinated about 80% of its population, could be a good case to follow.

“The critical factor is how long and how strictly do governments have to manage movement controls or social distancing to keep the public-health issue at bay,” said Steven Cochrane, chief APAC economist at Moody’s Analytics in Singapore.

Posted by Bgt 9963 > 2021-08-03 08:34 |

Post removed.Why?

Posted by karuppudurai > 2021-08-03 22:32 | Report Abuse

just got in today

Posted by Markv572421 > 2021-08-11 09:21 | Report Abuse

boring ......

Posted by ykloh > 2021-08-11 15:29 | Report Abuse

hope it is as boring as Nestle.

Posted by ykloh > 2021-08-11 15:34 | Report Abuse

hope it is as boring as Nestle.

Posted by Markv572421 > 2021-08-12 09:05 | Report Abuse

Yeah really boring tguan counter .....sad

Posted by Bizfuneng > 2021-08-12 09:12 | Report Abuse

Aiya....boring move on to others. Still around for what? Bye2....

Posted by Markv572421 > 2021-08-12 09:27 | Report Abuse

Yalor ...nothing been waiting so long......but nothing too sad tguan

Posted by Markv572421 > 2021-08-13 12:37 | Report Abuse

When quarterly result coming out ? This week, right ? ...

Posted by donald770 > 2021-08-16 20:50 | Report Abuse

mutual fund is buying this counter.

Posted by brian3381 > 2021-08-17 07:49 | Report Abuse

https://www.theedgemarkets.com/article/prudential-emerges-new-substantial-shareholder-thong-guan

Posted by Bgt 9963 > 2021-08-17 08:56 |

Post removed.Why?

Posted by Markv572421 > 2021-08-17 10:49 | Report Abuse

Nothing is new.

Posted by LossAversion > 2021-08-23 11:23 | Report Abuse

buy buy and add

Posted by ipohwhitecoffee > 2021-08-23 11:24 | Report Abuse

Agreed. Collect

Posted by scottsytong > 2021-08-24 10:09 | Report Abuse

https://www.wsj.com/articles/mcdonalds-pushes-diners-to-use-trays-as-food-bags-run-tight-11628343262

Posted by gemfinder > 2021-08-24 17:14 | Report Abuse

kasi rm3!!!

Posted by xcu843 > 2021-08-26 13:22 | Report Abuse

When report out?

Posted by jeannie > 2021-08-26 17:12 | Report Abuse

why a sudden surge?

Posted by mjong99 > 2021-08-26 17:15 | Report Abuse

@jeannie pre QR rally perhaps

Posted by jeannie > 2021-08-26 17:18 | Report Abuse

hopefully, keep flying

Posted by scottsytong > 2021-08-26 17:21 | Report Abuse

plastic packaging supply shortage i.e. asp increase now as reported in the wsj piece.

Posted by Pinky > 2021-08-26 17:25 | Report Abuse

Woohoo

Posted by scottsytong > 2021-08-26 17:31 | Report Abuse

Mexican quick-service chain Del Taco Restaurants Inc. told investors late last month that it was trying to manage packaging shortages, which executives said stemmed from U.S. suppliers’ short-handed production plants.

Packaging costs are up 10% compared with last year for chain Noodles & Co., largely because of the raw material resin getting more expensive, Chief Executive Dave Boennighausen said. Power outages in Texas in February triggered chemical plant shutdowns, leading to a continuing shortage of resin and other materials used to make plastics.

Beyond paper bags, McDonald’s recently told restaurants that they would need to limit straw purchases, too. One of the chain’s suppliers in the U.S. is running short because of labor shortfalls, rail disruptions, West Coast wildfires and resin outages, the company said in the message to restaurant owners.

Posted by gemfinder > 2021-08-26 19:34 | Report Abuse

Wow best quaterly profit of 25m... gapup tomorow

Posted by xcu843 > 2021-08-26 19:50 | Report Abuse

Wah report outstanding

Posted by tigerroar38 > 2021-08-26 20:04 | Report Abuse

Best quarter. Tomorrow gap up!

Posted by tigerroar38 > 2021-08-26 20:46 | Report Abuse

2021 will hit 1b revenue! Stay tune... let's hop on to the ship

Posted by million76 > 2021-08-26 21:24 | Report Abuse

If not because of 60% workforce, the revenue and profit would even higher

Posted by mtr27 > 2021-08-26 21:57 | Report Abuse

No more gap up tomoro..ady up 30c since early aug prior to QR..sell on news

Posted by Pinky > 2021-08-27 09:21 | Report Abuse

Really sell on news? Hmm...

Why so shortsighted

Potential 1B revenue company here

Posted by LossAversion > 2021-08-27 09:21 | Report Abuse

Still holding....definitely. Down, buy more. He he

Posted by scottsytong > 2021-08-27 09:43 | Report Abuse

2QFY21 CNP of RM26.2m brought 1HFY21 CNP to RM48.8m, which is above our expectation, at 56% of full-year forecast. 1HFY21 DPS of 2.0 sen is in-line with our estimate. Moving forward, we expect ASPs to remain elevated @ June levels supported by the robust demand for its premium products. As ASPs are falling slower than expected, we raise FY21E CNP by 6%. We also raise FY22E CNP by 6% for newly-planned capacity expansion. Reiterate OUTPERFORM with new TP of RM3.70 (from RM3.38) at 14x PER on FY22E EPS of 26.4 sen.

Posted by scottsytong > 2021-08-27 09:45 | Report Abuse

Outlook. While resin prices have largely remained flat as of late, we believe that ASPs will remain elevated relative to June levels, driven by the strong demand for their premium products. We continue to like TGUAN for: (i) the robust demand for its premium products, and (ii) capacity expansion to continue fuelling long-term growth. We gather from management that TGUAN is currently operating at >80% utilisation rate in order to cater for the strong demand for its stretch film, premium blown film and courier bags. Once lockdowns are lifted and economic activities resume, the construction of its 16-acre (currently c.80% completed) new factory should resume and TGUAN will be able to continue their planned expansion. More importantly, c.95% of TGUAN’s workforce has been fully vaccinated, thus, TGUAN has recently resumed to operating with 100% of its workforce.

Posted by million76 > 2021-08-27 09:54 | Report Abuse

100% workforce now. next quarter shall even better results

Posted by xcu843 > 2021-08-27 11:58 | Report Abuse

Buy now before too late

Posted by ykloh > 2021-08-27 16:41 | Report Abuse

improved performance but not matched with improved dividend.

Posted by Bgt 9963 > 2021-08-27 17:20 |

Post removed.Why?

Posted by gemfinder > 2021-08-27 21:57 | Report Abuse

Good chance to topup

Posted by CHONG Kong Hui > 2021-08-27 23:13 | Report Abuse

This video released in October 2020 when the share price was hot and peaked.

Those bought that time still not yet recover their costs.

Moral of the story, when people give you free candy, it is costly.

Good company don't buy at expensive price.

https://m.facebook.com/cgscimbmy/videos/3026293167476591

Posted by auditorandconsultant > 2021-08-28 13:58 | Report Abuse

Tguan has been overvalued very much. Most investors will take profit as a precaution to anticipate potential collapse of US market soon. I will definitely buy again but not at this price. I will consider only when the price is RM2.10 and below

Posted by Maxpowar > 2021-08-29 06:04 | Report Abuse

@auditorandconsultant by the looks of it you probably have sold all your shares that’s why you’re shitting on it, just 6 months ago you were buy calling this company saying how you were personally involved with the company and would be holding it. Guess no one will take your words seriously now. Anyway, the share price won’t drop just because you say it’s overvalued. All analysts are still giving buy calls with TP 3.7. If you have sold then be sure not to cry when it further rallies, just saying.

Posted by xcu843 > 2021-08-29 10:43 | Report Abuse

To buy at 2.10 only can happen in dreaming.

Posted by CHONG Kong Hui > 2021-08-29 13:24 | Report Abuse

Maxpowar, you noticed the same.
Haha.
..

Posted by auditorandconsultant > 2021-08-29 15:38 | Report Abuse

Maxpowar,

I have nothing to hide. Please relook my comments back in June 2021. I did tell everyone here that based on my analysis and risk appetite due to

1) US monetary and economic policies with my worry on collapse of US market;
2) Political instability;
3) Failure of the country to control Covid-19 and hence the delay in re-opening Economic activities

I have decided to change from Long Term to Mid Term Trading.

I did sell in June when the price was at RM2.69 and at that time I had already taken profit of return of 25% . At the same time, I did tell people like Pinky, LossAversion and some people here that I switched to Short Term Trading and sold already.

Nothing to hide. Investment and stock trading should not be rigid and strategy should be re-monitored and re-assessed from time to time based on conditions.

FYI, I switched to BAT for short term trading from June - July 2021 and made profit again.

Then in July 2021 I bought again MBSB at 0.585 and sold at 0.645 on 26 August 2021.

Nothing to hide. Now I bought BAT again.

Investment strategy is different does not mean I have made a shit on Tguan.

You do not make me laugh non stop. When Analysts set BUY CALL at TP 3.70 and everyone who trusts them I would say Good Luck to all of you.

Based on my experience dealing with most of the Analyst, I knew how they did their works and not only that, it is also proven by a low profile Investment Guru, Gan Kok Ann on his recent book. You could ask around whoever read his book will know.

To me, Tguan is really a good stock, and for whoever bought lower than current price, then okay. For those chasing high, then it is not really a good investment decision based on my experience.

In short,

Long Term -- you can hold for more than 1-2 years regardless of whether US market is collapse, then go ahead as Tguan is a good counter.

Mid or Short Term -- Entry price is important and you need to monitor and take profit as and when the condition mandate you to do so. because probably your holding power is not strong or you do not want to incur opportunity cost for holding too long.

Definitely, I will buy more again when the price is go back to around RM2 - RM2.10

Disclaimer: This is only my personal opinion and view for sharing purpose. Your investment decision should be done at your own discretion and you yourself should be responsible for your own decision.

Posted by auditorandconsultant > 2021-08-29 15:44 | Report Abuse

@ Pinky

@ LossAversion

You people should know when I commented on 01/07/2021 2:14 PM

@Chong Kong Hui

You also commented and agreed that everyone has own exit price. Refer back your comment on 01/07/2021 5:39 PM

To me, nothing to Hide .....

Posted by gemfinder > 2021-08-29 15:47 |

Post removed.Why?

Posted by xcu843 > 2021-08-29 23:44 | Report Abuse

This round is different from last round bcos this round it have show improvement on q report. Now is good price to enter