Posted by Pinky > 2023-06-20 15:36 | Report Abuse

Value trap. Stay away for now

Posted by Markv572421 > 2023-06-20 17:12 | Report Abuse

haluuuuu......so sad tguan share price dropping

Posted by flyhub888 > 2023-06-20 18:14 | Report Abuse

its broken the support

Posted by flyhub888 > 2023-06-20 18:15 | Report Abuse

u cn see scientx QR is stable. so Tguan shud hav no problem for future earning. at least on nearest future qr would be maintained

Posted by PuaQW91 > 2023-06-21 14:48 | Report Abuse

Matched some at 2.19 this morning

Posted by Markv572421 > 2023-06-22 15:46 | Report Abuse

see you tguan next year ...this year market not so good ....Malaysia market still not strong ....poor policies ....everything is poor now. all investment go to india market more prospher !!!!

Posted by PuaQW91 > 2023-06-22 19:49 | Report Abuse

Then have to see the outcome of this upcoming state elections..

Posted by Markv572421 > 2023-06-23 15:58 | Report Abuse

bye bye tguan

Posted by PuaQW91 > 2023-06-23 16:44 | Report Abuse

You will see tguan in what year, Markv572421?

Posted by Markv572421 > 2023-06-23 17:00 | Report Abuse

2025

Posted by Markv572421 > 2023-06-23 17:01 |

Post removed.Why?

Posted by PuaQW91 > 2023-06-26 15:13 | Report Abuse

Lol. i think it will come back in 2024, just my view😃

Posted by Markv572421 > 2023-06-27 13:13 | Report Abuse

i dont think so ......

Posted by Markv572421 > 2023-06-27 15:27 | Report Abuse

Too bad tguan cannot move

Posted by PuaQW91 > 2023-06-27 17:06 | Report Abuse

Because now it's election mode, most of the stocks either consolidate or drop

Posted by Markv572421 > 2023-06-28 06:02 |

Post removed.Why?

Posted by Markv572421 > 2023-06-28 09:02 |

Post removed.Why?

Posted by PuaQW91 > 2023-06-28 15:50 | Report Abuse

Ya... Prepare bullet to average again when it touches 2.10

Posted by Pinky > 2023-06-28 16:39 | Report Abuse

Guys give it up ba

If TGUAN price fall but dividend yield higher than FD rate I would hold

But this value trap yet stingy 2% dividend, u hold u lose

Go elsewhere ba

Posted by Phoebe > 2023-06-28 17:55 | Report Abuse

Matched at RM2.15.....yum yum....@^_^@ meow

Posted by PuaQW91 > 2023-06-30 14:22 | Report Abuse

Nice catch at its current bottom price, Phoebe

Posted by All_in_2021 > 2023-07-02 13:08 | Report Abuse

confident with it?

Posted by PuaQW91 > 2023-07-03 13:54 | Report Abuse

In long run, then yes, got confidence

Posted by LossAversion > 2023-07-03 15:23 | Report Abuse

BUY or BYE Tguan??

Posted by Phoebe > 2023-07-03 16:20 | Report Abuse

Nibble a bit more at 2.14...... @^_^@

Posted by PuaQW91 > 2023-07-04 14:45 | Report Abuse

BUY for investment; BYE for trading TGUAN

Posted by Markv572421 > 2023-07-04 16:18 | Report Abuse

bye bye

Posted by All_in_2021 > 2023-07-04 17:43 | Report Abuse

BUY BUY BUY

Posted by Phoebe > 2023-07-04 20:23 | Report Abuse

Caught some at 2.13....... @^_^@

Posted by Titanium > 2023-07-04 20:59 | Report Abuse

Hi Phoebe, Can share why are you so confident with this counter as I see you keep accumulating this counter.

Posted by PuaQW91 > 2023-07-05 10:13 | Report Abuse

Buy on weakness. I guess Phoebe is applying that method

Posted by Remnant17 > 2023-07-05 11:11 | Report Abuse

Hi Phoebe, appreciate if u can share your optimism. Thanks

Posted by All_in_2021 > 2023-07-05 20:20 | Report Abuse

For me, i m hoping this quarter's QR will be better due to weakness in RM. Do not have insight on the demand but saw announcement that they are adding new production lines. Cost should be still on the high side.

Posted by Remnant17 > 2023-07-06 09:38 | Report Abuse

Thanks for the info

Posted by Phoebe > 2023-07-06 21:08 | Report Abuse

Hi All,
You can refer to Tguan website for the latest age. Kudos to the management for uploading the minutes and Q&A. It contained good information and I like their growth story.

https://www.thongguan.com/agm/

Posted by Remnant17 > 2023-07-07 08:37 | Report Abuse

Thanks Phoebe

Posted by Phoebe > 2023-07-07 09:35 | Report Abuse

You are most welcome. I initially wrote a long story on why I buy into this counter but end up deleting it. Anyway, from the minutes, management revealed that they are running at full capacity and need to decline some order. Their raw material price is dropping and same goes with freight charges. All this are good for Tguan

Posted by All_in_2021 > 2023-07-07 11:38 | Report Abuse

hi Phoebe, u should share the long story :)
at least beneficial for us who just start to follow the company

Posted by Phoebe > 2023-07-07 12:30 | Report Abuse

Now the stock in downtrending, no matter what good I think of this company is no use and it will only invite criticism. I don't know where is the bottom but I just accumulate according to my plan. The reason i can think of the current sell off might be due to the recent revision of the electricity ICPT. It was revise from Rm0.20 to Rm0.17 kwh. It should benefit more consumer but not Tguan / plastic packaging. This is due to they subscribe to the Green Energy Tariff. In Jan to June, TGUAN is paying RM0.074/kWH instead of RM0.20. There is a huge saving as 64% of electricity is from GET. But July onwards, They will pay RM0.207 instead. My math isn't that good but I believe their electricity cost will increase by 25% for 2nd half. Having said that, as compare to europe and US, our electricity still cheaper. Freight charges has came down as well, so it should helps in terms of pricing.

Posted by PuaQW91 > 2023-07-07 15:04 | Report Abuse

Nice sharing, Phoebe. Btw, I top up some @ 2.10 just now 😃

Posted by All_in_2021 > 2023-07-07 15:11 | Report Abuse

thanks Phoebe, will wait for salary...top up one round already. All the best everyone!

Posted by Phoebe > 2023-07-07 15:18 | Report Abuse

Do go thru the 27th & 28th AGM Q&A. It given me a very good insight. By year end, 2 more premium stretch film line and 1 blown film line. The stretch film capacity are at max and they need to turn away order for the 1st time. Depreciation of RM against USD benefit TGuan. In the 27th Q&A, they mentioned the raw material is polyethylene and the price is dropping. LCTITAN produce polyethylene and they have a gloomy outlook because by year end, apparently there is petrochemical plant in China that will come online and further depress the price. Pls read LCTITAN latest AR.

Posted by PuaQW91 > 2023-07-10 15:08 | Report Abuse

Become more cheaper today... Next average price would be RM2 then

Posted by snowball2000 > 2023-07-10 16:30 | Report Abuse

1.99 coming?

Posted by chkhooju > 2023-07-10 18:58 | Report Abuse

Downtrending stock. Doesn't look good at this moment.

Posted by Pinky > 2023-07-11 11:13 | Report Abuse

Give it up. Told you guys it's a value trap.

Posted by Markv572421 > 2023-07-11 14:47 | Report Abuse

😁

Posted by PuaQW91 > 2023-07-11 17:15 | Report Abuse

Tmr it could fall to below RM2...

Posted by Phoebe > 2023-07-11 20:33 | Report Abuse

Possible

Posted by PuaQW91 > 2023-07-12 10:29 | Report Abuse

Looks like Tguan doesn't continue falling today