Posted by i3i2i1 > 2014-11-14 12:05 | Report Abuse

no power pun... valuation 3, fundamental 2.40... so high but really make sense? KLSE quite high but the price quite low.. then KLSE down, it will follow?

Posted by GGmalaysia > 2014-11-16 23:52 | Report Abuse

someone put resistance there so he can collect more. but also must depends on market sentiment. BPlastic is good too, but no power after T+3

Posted by member41 > 2014-11-17 22:51 | Report Abuse

Come on go back to $3 please

Posted by tjhldg > 2014-11-19 00:52 | Report Abuse

kikikikikkiiiiiiiiiiiiiiiiiii .... thanks u know i know :)

Posted by member41 > 2014-11-20 19:24 | Report Abuse

Qtr revenue up but profit drop more than half!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1800445

Posted by xcu843 > 2014-11-20 22:08 | Report Abuse

Profit drop. Susah liao.

Posted by Lotusf1 > 2014-11-21 06:34 | Report Abuse

Another gem in the making - but its profit dropped so much ....wondering,if its gem anymore or just a quater -piece - gem ! Some explntion to b done mangmnt ...

Posted by xcu843 > 2014-11-21 07:32 | Report Abuse

Will big drop today?

Posted by jeannie > 2014-11-21 10:18 | Report Abuse

aiyo...tot was a good profit making counter..shit la

Posted by xcu843 > 2014-12-13 05:15 | Report Abuse

Oil price drop is good for tguan bcos one of their raw material is oil.

Posted by ykloh > 2014-12-13 23:48 | Report Abuse

Yes. petrol chemical raw materials should be much cheaper now and cheaper ringgit should benefit tguan.

Posted by i3i2i1 > 2014-12-27 01:02 | Report Abuse

very hard to spot good counter in KLSE

Posted by freonsf > 2014-12-30 16:44 | Report Abuse

tguan not good enough?>

Posted by ykloh > 2015-01-02 00:45 | Report Abuse

the us$ loan must be related to its investment in china.

Posted by edwardtt > 2015-01-15 17:34 | Report Abuse

ckwan.... loan amount to small to make any difference, is only US10mil. every 0.10 point move in FX rate will caused T.G RM1mil FX loss, however this will be easily offset by the gains from Revenue in USD. I am not too worried with the USD loan exposure. In fact I am expecting lower "cost of production" as petrol chemical price shld drop in tandem with the lower oil price.

Posted by edwardtt > 2015-01-15 17:35 | Report Abuse

With aggressive expansion in their plants, I am positive with the long run of this Company. a good company to hold and invest.

Posted by 苏景健 > 2015-01-17 11:11 | Report Abuse

Damn strong of new eps coming soon on February

Posted by maelxpdc > 2015-01-22 08:33 | Report Abuse

you want good counter for long term investment, TMCLIFE..

Posted by 8wpwtmt8 > 2015-01-22 10:10 | Report Abuse

http://klse.i3investor.com/blogs/starstockmalaysia/68940.jsp
Another positive article appear from a blog.

Posted by 8wpwtmt8 > 2015-01-22 10:12 | Report Abuse

http://klse.i3investor.com/blogs/philipong/64205.jsp
One more positive article appear from a blog.

Posted by cipapo > 2015-01-22 11:21 | Report Abuse

Tguan easily close 2.50 by end of Jan 2015...sit tight

Posted by dusti > 2015-01-22 12:18 | Report Abuse

With strong winds blowing, 3 is quite possible by31/1 good luck to ALL

Posted by 8wpwtmt8 > 2015-01-22 12:30 | Report Abuse

Kenanga Research just came out with another very positive news with target price of 3.28. Cheers.

Posted by cipapo > 2015-01-22 14:22 | Report Abuse

earning is very strong...don't miss the boat

Posted by jeannie > 2015-01-22 15:35 | Report Abuse

wahahaha...I'm waiting

Posted by 8wpwtmt8 > 2015-01-22 18:10 | Report Abuse

http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-thong-guan-industries-berhad

Insider Asia's Stock of the day

Posted by cipapo > 2015-01-24 08:17 | Report Abuse

Oil price lower ...more beneficial to tguan

Posted by ykloh > 2015-01-24 13:05 | Report Abuse

Tguan do not normally live up to market expectations. I hope this time they will do better.

Posted by chongkonghui > 2015-01-24 13:43 | Report Abuse

TGUAN has almost USD9~10m USD loan, based on 30.09.2014 results.

Posted by cipapo > 2015-01-24 16:15 |

Post removed.Why?

Posted by dusti > 2015-01-24 21:55 | Report Abuse

Imagine a manufacturing company having its main input reduced in cost by more than 50%(oil dropped from 110 to <50); its bottom line will be exciting, very exciting......this is the new scenario. Step right in!

Posted by kaonryou > 2015-01-24 22:42 | Report Abuse

Most plastic packaging players have cost-pass-through clauses. Only one out of the five listed companies I analysed so far will not pass the cost saving to customers.

Posted by saltedfish > 2015-01-26 12:19 | Report Abuse

Just Buy

Posted by saltedfish > 2015-01-26 12:19 | Report Abuse

No need to ask, especially the WA

Posted by ykinvestor > 2015-01-26 16:54 | Report Abuse

http://klse.i3investor.com/blogs/kianweiaritcles/69116.jsp If I were EPF, I would choose Tguan as its current PE is only 6.6 at the current price and its growths in the last few years have been in double digits. Somemore the weaker ringgit will certainly push up its EPS further. In addition, its target price is RM3.70 http://klse.i3investor.com/servlets/ptg/7034.jsp.
But I would certainly go for the Tguan-WA (warrant) because it has a 100 % return upside based on the mother's target price and its expiring date is 2019

Posted by supersaiyan3 > 2015-01-26 17:41 | Report Abuse

Yes, Tguan-wa sure win bet.

Posted by wolf1 > 2015-01-27 13:06 | Report Abuse

don't think so lah...need RM1.50 conversion.

Posted by ykinvestor > 2015-01-27 16:16 | Report Abuse

It is amazing. With such low PE (7) and great growth with the weaker ringgit. It seems no one is collecting it more.
Read these articles. With TP of RM3.30/3.70. It still has about over 40%/50% return upside.
http://klse.i3investor.com/blogs/the_edge_insider_asia_stock/69211.jsp
http://klse.i3investor.com/blogs/kenangaresearch/68953.jsp

Posted by cherry tomato > 2015-01-27 17:22 | Report Abuse

wah huge selldown

Posted by wolf1 > 2015-01-27 17:59 | Report Abuse

RM2.20 perhaps...

Posted by supersaiyan3 > 2015-01-27 20:52 | Report Abuse

This is just the beginning of the cycle, now USD exchange rate 3.60 going towards 3.70. CY2015Q1 result also very exciting.....load up...

Posted by wolf1 > 2015-01-28 10:38 | Report Abuse

load now? or wait....

Posted by edwardtt > 2015-01-28 17:12 | Report Abuse

wolf1. don't wait load in now. not all... but bit by bit.

Posted by 1n1792 > 2015-01-28 22:58 | Report Abuse

http://klse.i3investor.com/blogs/starstockmalaysia/68940.jsp

Posted by ykinvestor > 2015-01-29 11:08 | Report Abuse

With the Weakening rinngit (means higher sales due to its exporting nature) and the cheaper oild price (cheaper raw material),
Tguan's EPS should be > 26.54 cents may be over 30 cents !!

Posted by ykinvestor > 2015-01-29 11:12 | Report Abuse

Using PE of 10 and EPS of 30 cents it's price should be at least RM3.00 by now. So people with the longer term view should collect more now.

Posted by ykinvestor > 2015-01-30 16:56 | Report Abuse

You should expose to the tguan wa (warrant) too. If based on the TP of RM 3.30- RM3.70 for the mother. The Warrant certainly has about 100 % return/upside potential and it expires only in OCT 2019

Posted by samer > 2015-02-04 16:36 | Report Abuse

Just bought TGUAN at RM 2.35, what's the TP before CNY?

Posted by 苏景健 > 2015-02-04 17:03 | Report Abuse

Rm5

Posted by cipapo > 2015-02-05 18:46 | Report Abuse

http://www.theedgemarkets.com/my/article/ringgit-resumes-loss-oil-decline-ecb%E2%80%99s-greek-funding-limits

(Feb 5): Malaysia’s ringgit resumed losses as oil reversed gains and the European Central Bank’s tightening of terms for Greece’s access to financing damped risk appetite.

Brent crude fell 1 percent, adding to Wednesday’s 6.5 percent drop, the biggest since November. The ringgit briefly pared its decline after Malaysia, the only major oil exporter in Asia, reported trade figures that beat economists’ estimates. The ECB said it will no longer accept Greek bonds as collateral for loans, citing doubt over the new government’s commitment to reform pledges made under the previous administration.

“There is generalized risk aversion after the ECB essentially yanked the liquidity line,” said Vishnu Varathan, a Singapore-based economist at Mizuho Bank Ltd. “The drop in oil prices” was also weighing on the ringgit, he said.

The ringgit depreciated 0.3 percent to 3.5742 a dollar in Kuala Lumpur, according to data compiled by Bloomberg. The currency, which posted its biggest gain Wednesday since September 2013, retreated as much as 0.8 percent earlier.

Malaysian exports rose 2.7 percent in December from a year earlier, more than November’s 2.1 percent increase, the Department of Statistics reported Thursday. The trade surplus narrowed to 9.2 billion ringgit ($2.6 billion) from 11.1 billion ringgit. Both exceeded the median estimates in Bloomberg surveys of 1 percent and 9 billion ringgit, respectively.

“Malaysia’s trade surplus is slightly better than expected,” said Khoon Goh, a strategist at Australia & New Zealand Banking Group Ltd. in Singapore. “Exports beat expectations. This should help allay concerns over Malaysia’s external position.”

Local sovereign bonds were little changed, with the 10-year yield at 3.76 percent, data compiled by Bloomberg show. It dropped four basis points, or 0.04 percentage point, Wednesday