Posted by Markv572421 > 2021-03-09 12:46 | Report Abuse

now no use ready this counter ...all the way drop

Posted by Maxpowar > 2021-03-09 15:22 | Report Abuse

Broke 2.00 support already. Good waiting to collect more.

Posted by gghaha > 2021-03-09 15:45 | Report Abuse

i wait 1.50 slowly collect....:)

Posted by Devotee_Of_C_Munger > 2021-03-09 15:54 | Report Abuse

Now it is a tactic used by sharks to trigger panic selling among new retail investors. Hope that everyone will stay calm and starts collecting from now. New project will be launched soon.There will be an opportunity to earn from Arbitrage, i.e. Thong Guan Group will undergo internal reorganisation to list its Food and Beverages Subsidiaries and split them from the Group to unlock the value in its F&B Subsidiaries.

Stay Tuned.

Please have faith in Ang's families. This will be an Arbitrage Opportunity within year 2021-2023. Expected timeline to draft and come out with Multiple Proposal should be not longer than 2 years from now.

The potential internal reorganisation or corporate exercise is to maximise the Group's resources so that F&B's resources can be focused to maximise return.

套利机会，可以开始收集更多股票，对你非常有利。内部重组，旨在释放价值，毕竟食品制造和塑料品是不一样的，太浪费资源。

Posted by amet2017 > 2021-03-09 16:00 | Report Abuse

If can close below 2, next is to break 52 weeks low.

Posted by Maxpowar > 2021-03-09 16:18 | Report Abuse

Faster rm1 la can’t wait to collect more..

Posted by Maxpowar > 2021-03-09 16:18 | Report Abuse

@sims eh why say that? You got prove?

Posted by xcu843 > 2021-03-09 16:42 | Report Abuse

Currency usd improving. Good for thong guan

Posted by chengcheekaan > 2021-03-09 16:44 | Report Abuse

Buy or not buy, you made you own decision, don't take any recommendations here seriously. Only take useful and accurate info.

I bought Tguan at 1.65 in 2013, their net profit in 2013 was 28mil.
Now Tguan is 1.96, their net profit in 2020 was 74.8mil.

I'm not asking you to buy. Just calculate yourself and make your own decision.
Worth or not worth is up to you. Remember to put in the holding period in your consideration.

Posted by chengcheekaan > 2021-03-09 17:07 | Report Abuse

Also, forgotten to mention Tguan bonus issue 1:1.

0.825 : 28mil (2013)
1.96 : 74.8mil (2020)

Posted by Maxpowar > 2021-03-09 17:54 | Report Abuse

For some reasons, I feel happy that thong guan is dropping to so low now..by right should feel anxious, but I feel quite comfortable with the fundamental of the company. Even better now because I see some tguan long term investors here, so we can keep each other supported hehe..

Posted by auditorandconsultant > 2021-03-09 18:19 | Report Abuse

Can collect and accumulate now

@Maxpowar, It is happy to know that you are a long term value investor also

Believe in this counter.

I was once an auditor of Thong Guan Group few years back when I was with KPMG, the auditors and reporting accountant of Thong Guan Group. I had witnessed their financial data and understand their business before many years back.

This is definitely a hidden gem. I hope that Thong Guan's price will plummet more. Because I would like to get more and more.

By the way, the Internal Reorganisation mentioned by Devotee_Of_C_Munger is quite sensical and I have been observing this for quite some times already.

Just hold for long term, this is a good counter to earn big money in long run.

Posted by UndukNgadau > 2021-03-09 19:05 | Report Abuse

Thanks Maxpowar, auditor&consultant & chengcheekaan. I just bought more today. Will be buying more tomorrow & the following days if it continues to dropped further.

Posted by UndukNgadau > 2021-03-09 20:35 | Report Abuse

https://www.theedgemarkets.com/article/scientex-2q-net-profit-15-rm112m-robust-property-sales?type=malaysia

Posted by UndukNgadau > 2021-03-09 20:37 | Report Abuse

Surely our TGuan faces similar issues.

Posted by terence775 > 2021-03-09 23:20 | Report Abuse

And yet Daibochi had record high QR

Posted by auditorandconsultant > 2021-03-10 10:26 | Report Abuse

Good one Thong Guan.

Let's unite all value investors who focus on Long Term and Fundamental Investment

Trust me, just hold your tickets tightly and do not fall into Victims of Syndicates or Sharks.

Just hold it and eventually the price will rebound to RM2.50 and above

Posted by auditorandconsultant > 2021-03-10 10:33 | Report Abuse

Thong Guan fundamental has never deteriorated.

The Group will be improving from days to days. Do not worry.

USD will eventually be appreciating. Just hold your ticket tight.

Have faith in the Technology used by Thong Guan Group which will then enhance efficiency by reducing cost of material.

The price will increase eventually. Do not be shaken because of Sharks' dumping tickets.

Posted by UndukNgadau > 2021-03-10 12:02 | Report Abuse

https://www.theedgemarkets.com/article/affin-hwang-downgrades-scientex-hold-lower-packaging-margin?type=malaysia

Posted by UndukNgadau > 2021-03-10 12:03 | Report Abuse

Another bad news. I'm ever-ready to buy TGuan

Posted by Maxpowar > 2021-03-10 13:54 | Report Abuse

I was frightened when it’s shot up to 2.02 this morning, thought I’d lost the chance to buy more, luckily it came back down haha yesss!

The last dip in 2018 took 1 year to recover, from the peak to bottom dropped 50%.

I take the recent peak at 3.26, give it 50% discount we’ll be looking at 1.63. So it might not be the bottom yay, continue to avg down in batches fellow comrades.

Just hope it doesn’t bounce back up so fast.

Posted by chengcheekaan > 2021-03-10 16:36 | Report Abuse

I hope TGUAN's management can update us about the situation in Myanmar, so that we know what's the direction of the company on this project. Based on the previous online call with CIMB, Ang See Ming said that factory is estimated to contribute RM 150mil revenue. Since no update from the management, I will just assume the Myanmar project no longer viable. That's how I will be accessing TGUAN's future growth. The most important plan to me right now is the 16 acre plant, which is said to be able to generate RM 1.0bil revenue, timeline given last time is 2021-2026.

Posted by Maxpowar > 2021-03-10 16:43 | Report Abuse

@cheng Mr.Ang did have a zoom meeting with shareholders the day after QR result out. He said the Myanmar coup would delay their expansion but did not say “it’s no longer viable”. So we can expect the plan to proceed albeit slower, just like their delayed factory commissioning in Sg Petani due to MCO in Oct 2020.

Posted by loko605 > 2021-03-10 16:54 | Report Abuse

tguan new tp 1.31

Posted by chengcheekaan > 2021-03-10 17:10 | Report Abuse

@max I'm conservative and kiasu hahaha.

Posted by tianyue > 2021-03-10 22:34 | Report Abuse

loko605, how you determine the tp 1.31 ？

Posted by yfchong > 2021-03-11 01:03 | Report Abuse

Can come back ard 1.20

Posted by xuxu > 2021-03-11 09:22 | Report Abuse

If tguan 1.2 then topglove 3.0, you can get on market crush

Posted by Maxpowar > 2021-03-11 10:13 | Report Abuse

If 1.2 I’ll buy in big,won’t have chance to y’all haha!

Posted by auditorandconsultant > 2021-03-11 10:52 | Report Abuse

Everyone please continue to buy, the price is going to skyrocket soon

Thank to the sharks who threw tickets recently and so sorry to retail investors who could not hold their tickets tightly.

Hoseh liao ...

USD is gradually recovering and resin price is increasing soon.

Good for Thong Guan

Please be patient with the Myanmar's operation. According to the top management, just a bit delay and I believe Myanmar government (be it a democratic leader or military power), they also would not want to kill their economy.

Future estimated revenue generated from plant in Myanmar = RM150 million

Believe in Thong Guan, this is the point to collect more.

Focus on the long term plan for Thong Guan's plan in Sungai Petani of 16 acre Plant which will be able to generate 1.0 billion revenue.

As per Mr. Ang See Ming, the plant will be ready in full operation by year 2026.

Buy Call. You will regret if you sell Thong Guan share because of temporary fluctuation in price.

Hold tight and wait for the price to skyrocket.

Posted by Maxpowar > 2021-03-11 11:38 | Report Abuse

@audit haiyaaa..why you tell all these..later people stop selling cheap how are we going to collect more..

Posted by auditorandconsultant > 2021-03-11 11:41 | Report Abuse

Got money all earn together mah

Maxpower, you sure HUAT CHAI

I also hope everyone HUAT CHAI

Posted by auditorandconsultant > 2021-03-11 11:46 | Report Abuse

The reason why I said RESIN price increase is Good For Thong Guan
Because Thong Guan has its special way to control the cost.
The increasing price of Resin will help to eliminate Weak Industry Player.
It is good to turn Threats Into Thong Guan's weapon to defeat its competitors

孙子兵法，Ang See Ming 用得妙啊，把危机化为转机。高招！

树脂价格在去年5月触底后持续增长，低密度聚乙烯（LDPE）、直链状低密度聚乙烯（LLDPE）和高密度聚乙烯（HDPE）价格在这段期间依序大涨81%、47%和48%。鉴于通源工业树脂成本控制有方，树脂价格上涨并未完全成为其成本负担。

该公司分别在美国和中东以低于现货价格的水平购入LLDPE及LDPE，并改良旗下产品的树脂组成部份，以减低成本，同时仅在必要时才在现货市场采购。

另一边厢，目前的拉伸膜（SF）和垃圾袋订单可让公司忙2个月，而过去通常只是预先接到未来1个月的订单，这归功于本地和欧洲客户在扩张业务的同时增加采购拉伸膜，以及日本客户为避免农历新年期间缺货而增加垃圾袋库存。

通源工业也观察到其快递袋订单有所增长，并寄望快递袋订单在今年杪能翻倍至1万4000公吨。分析员指出，快递袋业务的毛利率约20%，高于公司整体毛利赚幅的17%，并为美国大型电商客户提供服务，因此该业务有望实现增长。

预计，拉伸膜业务在2021财政年的营业额贡献将从目前的40%，提高至46%；而快递袋业务的营收贡献则从目前7%至8%，涨至9%。

相信高档拉伸膜和快递袋业务增长，预示著通源工业转型到价值驱动型业务进展良好，而高档产品组合增加有助于该公司把毛利赚幅至少维持在16%，而核心净利赚幅也能维持在7%至8%之间。

Posted by auditorandconsultant > 2021-03-11 14:23 | Report Abuse

Please buy now before it is too late. I was with KPMG many years ago (around 9 years ago) and was exposed to Thong Guan Business Operations. So I trust Ang's families and their capabilities. Please buy before Sharks are buying. This is 100% a good counter. Hidden Gem and Diamond. Remember, Share Price is an indicator of future growth and development of Thong Guan

Posted by Want2Win > 2021-03-11 14:23 | Report Abuse

waah

Posted by Want2Win > 2021-03-11 14:23 | Report Abuse

up 3 sen

Posted by Want2Win > 2021-03-11 14:24 | Report Abuse

up 1.52%

Posted by Want2Win > 2021-03-11 14:24 | Report Abuse

very good

Posted by auditorandconsultant > 2021-03-11 18:32 | Report Abuse

Today good closing price.

Tomorrow buy more. If Sharks dump, we collect more. Surely this will rebound.

Posted by auditorandconsultant > 2021-03-12 06:16 | Report Abuse

Please continue to buy.

I will continue to write on why Thong Guan is special if compared to its peers (those who do the same activities).

I will continue to write about the good and stronger point either later this afternoon or during this weekend.

Hopefully everyone will be more confident and will not easily be emotionally influenced to sell his or her shares at lower price due to the recent fluctuation in share price

Please continue to BUY and HOLD

FYI, the bosses have already taken more and more action already.

It is time to rebound in view of Thong Guan's share plummeted from RM3++ to RM2.00

If you sell, you will regret later. If you continue buying for maybe a Long Term or Mid Term, you will be rewarded with very good return later.

HUAT AR!

Posted by auditorandconsultant > 2021-03-12 09:11 | Report Abuse

Very very good performance in this early morning.

10 March 2021 - RM1.95 rose to RM1.97
11 March 2021 - RM1.97 rode to RM2.00
12 March 2021 - RM2.00 rose to RM2.05 (at 9.10 AM)

If today closed at RM2.10, I will disclose more good information where most people do not know.

大家加油一起购买推高，如果闭市价格是RM2.10，我会一直爆料。目的是要大家赚钱。

Posted by auditorandconsultant > 2021-03-12 09:21 | Report Abuse

运幄为筹，决胜千里之外。

三军在上，全部驰骋沙场。

我叫我的各路人马，冲了。

good luck everyone. I have already sent out invitation to all my fellow comrades and heroes to go for the buying spree and hopefully by end of this month, RM2.50 at least can be achieved.

Do not wait already.

Posted by auditorandconsultant > 2021-03-12 09:28 | Report Abuse

RM2.07 already at 9.27 AM

Please continue. If can, fight for RM2.20

If RM3.00 by end of this month, I promise will come out with Financial Planning and Analysis PLUS Doing Market Position Analysis using PESTEL and Different Model

Posted by auditorandconsultant > 2021-03-12 12:15 | Report Abuse

刚才早上很快，大家推高到RM2.08, 不过有很多人贪小便宜，卖了套利，这样投机的方法，我保证他们会后悔。由于他们投机的行为导致股价下降到RM2.05, 大家前进的速度变慢了。

大家继续加油。希望今天关市价格能够至少RM2.10。我会继续爆更多的料。

目标价格是RM3.00

It is a disappointing fact that there were many speculators who short sold their shares this morning and caused significant decrease of share price from RM2.08 to RM2.05 which defeats our common goal of fighting and pushing the price to RM2.10 by end of today.

I assure that they will regret for their actions. I will not disclose further now. But I could say, there are many syndicates start collecting already.

Please continue to hold and keep buying if you could.

TP for this share by end of March 2021 = RM3.00

Posted by apidae > 2021-03-12 12:17 | Report Abuse

boarded

Posted by auditorandconsultant > 2021-03-12 15:43 | Report Abuse

I think a lot of investors are still selling shares non-stop

Everyone, please just hold tight and continue to buy.

Do not worry

Posted by auditorandconsultant > 2021-03-12 17:16 | Report Abuse

Good closing price at RM2.06

We will push more next week

Posted by Ananas > 2021-03-14 01:33 | Report Abuse

because of raw materials price keep increase that why no power to up

Posted by auditorandconsultant > 2021-03-14 04:25 | Report Abuse

The purpose why I keep on posting information about Thong Guan because (1) I have witnessed the Group's growth from its humble start up till now; (2) I was the auditors of Thong Guan many years back and understand the operation and Group's strategy well; and (3) my main purpose is because I would like to raise awareness to retail investors so that they won't be panic selling and to help retail investors from falling into victim of Syndicates. 我会一直写更多正面的讯息是有三个原因；（1）我见证通源的成长很多年了；（2）我曾是通源的审计师，对他们的业务有一定的了解；（3）最关键是我的宗旨是要更多新的投资散户更加了解价值投资，通源是五星级钻石，不要被暂时的价格波动影响他们，不被割韭菜！Of course, I am also an Investor and my average cost is below RM2.00. You could follow me in BIMB and BIMB WA where I also helped to raise awareness among all retail investors!

Posted by amet2017 > 2021-03-14 10:12 | Report Abuse

Hehe.. Good oledi have promoter.