Posted by ivanlau > 2019-12-17 23:38 | Report Abuse

over panic sell by stupid investors, the prospect is still good, nothing to worry.

Posted by YiStock > 2019-12-18 08:53 | Report Abuse

I afraid many has missed the crucial point of investing in tguan. Resin price drop is the secondly important factor but it can be offset by cost pass through vs saving pass through. The most important key to note is the VOLUME (more tonnage sold / higher revenue even during lower resin price). Tguan's revenue jump 15% y-o-y and 12% q-o-q. This gives them better economy of scale. You do not see such jump in scientex plaatic division.

Based on my LLDPE tracking, the price has collapsed further in Q4.

We shall see how's the volume loading Q4.

I'm sure the company continue to increase the production capacity for better demand from north america. Traditionally strong company like berry and APE foothold which asia company hard to penetrate.

Everyone know US and china will be there. Trade diversion is a sure thing.

Posted by yfchong > 2019-12-18 10:12 | Report Abuse

Just waiting the qr to reflect on all the assumptions.. Happy investing merry Christmas to all fellows and happy new year 2020...

Posted by chl1989 > 2019-12-18 11:20 | Report Abuse

techinically, rounding bottom. can go back to its previous high? :)

Posted by Dangel > 2019-12-18 15:34 | Report Abuse

This gem suitable for long term investment & I believe it shall challenge 5.00 next year!

Posted by yfchong > 2019-12-20 07:02 | Report Abuse

Ah guan no more power

Posted by gemfinder > 2019-12-20 07:21 | Report Abuse

Got power la.. resting only

Posted by yfchong > 2019-12-20 18:22 | Report Abuse

Down again

Posted by chl1989 > 2019-12-20 19:09 | Report Abuse

yea yea yea

Posted by chl1989 > 2019-12-20 19:09 | Report Abuse

raw mat up mah. drop more lol

Posted by yfchong > 2019-12-21 07:16 | Report Abuse

Come Christmas... Ah guan

Posted by Icon8888 > 2019-12-23 07:45 | Report Abuse

https://klse.i3investor.com/blogs/PilosopoCapital/2019-12-22-story-h1481887654-_CHOIVO_CAPITAL_Something_is_weird_in_the_State_of_Serba_Dinamik_Holdin.jsp

Dear Ricky Yeo, I am not against ROIC. But in my opinion, it is useful for identifying lousy companies that capex non stop for poor return. Choivo article above is a good case for ROIC analysis

IMHO, ROIC is not suitable for analysing whether a stock deserves 10 or 15 times PER etc

Posted by Highfive Bread > 2019-12-24 12:10 | Report Abuse

Short term sell off because of ESOS. Some employees will cash in as they acquired the shares at only 2.26.

Posted by yfchong > 2019-12-29 13:22 | Report Abuse

Ah guan................ Ada ong

Posted by riskabsorber > 2019-12-30 09:50 | Report Abuse

the game is over.

Posted by Lamshuntee > 2019-12-30 15:18 | Report Abuse

Chance To collect more

Posted by Simple Man > 2019-12-30 16:36 | Report Abuse

opps.. no more upside

Posted by yfchong > 2020-01-01 13:19 | Report Abuse

2020 accounting closed. see ho sieh boh

Posted by michaelwong > 2020-01-04 09:43 | Report Abuse

Likely will need another improving qr to push the price to the next level at RM4. Meantime look like the current hovering price have already factor in . Rotational movement at play couldn't bring the price to higher level . Just my opinions.

Posted by lloydlim > 2020-01-09 13:31 | Report Abuse

Time to accumulate!

Posted by michaelwong > 2020-01-13 14:13 | Report Abuse

No power to move higher level. Rotational movement at play, nothing better

Posted by sharegain > 2020-01-14 14:47 | Report Abuse

something brewing. up trend again with high volume althought indices down

Posted by S_ken > 2020-01-14 16:02 | Report Abuse

slowly climbing up from 3.20....

Posted by gemfinder > 2020-01-14 16:04 | Report Abuse

bonus issue!

Posted by Ivan89 > 2020-01-15 09:29 | Report Abuse

R u sure bonus issue?

Posted by Moderate > 2020-01-15 09:59 | Report Abuse

Icon8888, i observe quite often valuations follow ROE, eg cos with higher ROEs get higher PEs.

Posted by Moderate > 2020-01-15 10:00 | Report Abuse

Typically, one that consistently has ROE of say 20% wud have a PE in the high teens, at least.

Posted by Davidl > 2020-01-15 11:10 | Report Abuse

Time to accumulate!

Posted by Ivan89 > 2020-01-20 10:58 | Report Abuse

Wow

Posted by gemfinder > 2020-01-20 12:39 | Report Abuse

rm4 coming

Posted by Davidl > 2020-01-20 13:59 | Report Abuse

Autopilot mode to de north officially restart today! Jz enjoy de journey!

Posted by ivanlau > 2020-01-22 22:13 | Report Abuse

trading volume so low, but price drop so much , why ?

Posted by GLNT > 2020-01-23 00:30 | Report Abuse

All scared of KLCI dropping so much lah, plus virus from Wuhan. All scared like crazy wanna exit fast before CNY

Posted by Markv572421 > 2020-01-23 19:31 | Report Abuse

hello im new bee here....

Posted by Markv572421 > 2020-01-23 19:31 | Report Abuse

confident this year can go up to rm4....for sure

Posted by yfchong > 2020-01-27 21:55 | Report Abuse

Rm 4.0?

Posted by Davidl > 2020-01-29 14:59 | Report Abuse

People only focusing on gloves demand recently but forgotten about rubbish bags demand! Perhaps we shall c a dramatically increase in rubbish bags demand in de near future.

Posted by Davidl > 2020-01-30 12:29 | Report Abuse

Shall we c de price breakthrough 52 weeks high in de afternoon session?

Posted by gemfinder > 2020-01-30 13:01 | Report Abuse

Good sign

Posted by lloydlim > 2020-01-30 16:34 | Report Abuse

Wow! Successfully breaks 52 weeks high in this kind of soft market, more to go for sure!

Posted by gemfinder > 2020-01-30 20:23 | Report Abuse

Very good showing in these two days.. good thing is going to hapen

Posted by pantor > 2020-01-30 22:03 | Report Abuse

Bonus coming?

Posted by GLNT > 2020-01-30 22:19 | Report Abuse

what's with all this bonus thing? Don't need bonus for share price to rise.

Posted by lloydlim > 2020-02-04 14:56 | Report Abuse

Fantastic QR ahead! Time to accumulate!

Posted by gemfinder > 2020-02-05 16:08 | Report Abuse

rm4 coming

Posted by GLNT > 2020-02-05 16:18 | Report Abuse

Next target RM4!!

Posted by gemfinder > 2020-02-05 16:24 | Report Abuse

bonus issue coming lohhhh

Posted by Davidl > 2020-02-05 16:40 | Report Abuse

Break another new high today, 4.50 isn't a dream guys!

Posted by Darius Tanz > 2020-02-06 01:19 | Report Abuse

http://netflyp.com/index.php/2020/02/05/thong-guan-industries-bhd-klse-tguan-technical-analysis-february-2020/

Simple technical analysis of tguan. Possible support/resistance and TP.

Posted by gemfinder > 2020-02-06 10:39 | Report Abuse

go go go