Posted by CHONG Kong Hui > 2021-03-23 01:40 | Report Abuse

不贪，本钱 RM2.35 卖 RM2.85，小赚。
RM3.50 留给你们。

Posted by SpartanXoXo > 2021-03-23 09:53 | Report Abuse

hello @auditorandconsultant teach me how not to be 韭菜 pls although i love 韭菜饺子 haha

Posted by LossAversion > 2021-03-23 09:56 | Report Abuse

When confused with the charts and trends, don't forget to read the fundamentals. FA helps you to decide at this moment.

Posted by auditorandconsultant > 2021-03-23 10:04 | Report Abuse

So sorry to tell those advocates of Technical Analysis. To me the trend or TA is really meaningless and useless. 希望大家别在被所谓的技术面，和图给蒙骗了。这些都是资本家弄出来的幌子。就是骗无知的投资家。还有那些只以为是的散户，以为说看技术面，什么图啊。图再美，大鳄不依路线出牌，那些什么所谓的技术面投资家只能静静住高楼或装逼。

记得，别再靠什么技术面了，别继续当资本主义底下的现代奴隶Modern Slave。

告诉你们市场的黑暗吧，所谓的图或技术面都是大鳄，庄家和公司大老板说好的操控市场价格的手法，他们说好了的。如果不肯根据你们所谓的技术面和图或趋势，那么技术面会带你们去荷兰。这些都是很多人不知道市场投资黑暗的一面。什么无形的手，Laissez Faire 都是资本家想出来的幌子。记得别做资本家的牺牲品了。大家一起跟随巴菲德和查理芒格吧。价值投资路线才是王道。

买入点看技术面，太投机了。我们价值投资者，是看 （1）基本面 （2）买入价格，我们是以内在价值和Price for Margin of Safety 来做衡量标准。 我对大鳄的行事方式非常了解，因为我跟大鳄工作过，图和技术面真的是幌子，大鳄不买单，不根趋势，散户就完蛋。我只是把我懂得分享给你们知道，希望你不介意。

Posted by auditorandconsultant > 2021-03-23 10:16 | Report Abuse

不能透露太多了，等下交易所请我和咖啡。。。。哈哈哈哈。。。总之，大家继续保持正面态度把

Posted by SpartanXoXo > 2021-03-23 10:19 | Report Abuse

可是巴菲德和查理芒格 都提倡长期基本面价值投资 可是现在大家都资金紧张很难长期持有 哈哈

Most of us we don't have the holding power like buffett and munger lol

Posted by auditorandconsultant > 2021-03-23 10:26 | Report Abuse

we could not follow them 100% for all counters.

as such, we should modify a bit to suit our needs.

Posted by SpartanXoXo > 2021-03-23 10:39 | Report Abuse

wise words, keep 'em posting. :)

Posted by CHONG Kong Hui > 2021-03-23 12:02 | Report Abuse

图，是人【设计】画出来的。

Posted by auditorandconsultant > 2021-03-23 13:17 | Report Abuse

Chong Kong Hui, You Said the right thing.

I always tell people, not to trust Technical Analysis or Chart because the chart is created intentionally by Syndicates using money.

Unfortunately, many people choose to believe TA after they attended courses online.

If T Chart is so accurate, do you think those so called Market Experts or Sifu still need to give lesson and charge fees ar?

They all are naive. Nevermind, we need naive people so that we can earn from market.

Posted by XxxxXzz > 2021-03-23 16:16 | Report Abuse

Just hold tight haha, I still got huge on eupe corporation also. Latest 4qr pe ratio only around 1.5 now haha just wait

Posted by CHONG Kong Hui > 2021-03-23 22:28 | Report Abuse

Good video
Good sharing on TGUAN analysis
He made this video in Oct 2020 and said will only enter after price retracted between 2.00~2.30.

https://youtu.be/F1SCRdnj2SY

Posted by WinningBenning > 2021-03-24 06:24 | Report Abuse

Crude oil price falling down likely to boost plastic packaging sectors... in tandem to take advantage of lower material cost ?

Posted by auditorandconsultant > 2021-03-24 11:20 | Report Abuse

A few syndicates have started to enter Thong Guan since Monday (22 March 2021). This is exactly like what I expected and knew.

The share price spiked from RM2.14 to RM2.27 on Monday is already a solid evidence.

Yesterday, syndicates shaked the market to make the price decreased to RM2.24 to trigger anxiety and panic among naive retail investors though volume is not very big.

Today, another time and syndicates triggered another attack and the price plummeted to RM2.23 and now up again to RM2.27.

I have already asked all my gang in Malaysia and Singapore to enter the market when the price was dropped to RM1.95. If you checked my forum, you will see why I keep on encouraging everyone to buy that time.

More to go. Stay tuned. Remember RM3.00 and above is not a dream as I always said, do not panic selling because banker chips will push the price for us.

Buy or Hold or Sell is your own decision. You are smart enough to know because I have been very active since early of March 2021. Prediction correct or not? HAHAHAHA

Again, Technical Analysis is meaningless because the trend is decided by Sharks and those who collectively bought the shares and controlled their action collectively. Go for Fundamental Analysis and Value Investment in the way!

Posted by XxxxXzz > 2021-03-24 12:33 | Report Abuse

Hope tguan and eupe going break new high haha, 80% of my capital put into this 2 stock

Posted by OkieDokie > 2021-03-24 20:22 | Report Abuse

Why Eupe many more good property stock out there....

Posted by OkieDokie > 2021-03-24 20:22 | Report Abuse

No dispute on Tguan

Posted by auditorandconsultant > 2021-03-25 16:53 | Report Abuse

It is so fun that the market has been shaken for these few days. If Syndicates did not collect sufficient shares, this will persist and continue till end of April 2021. Shake shake and to those weak players and those who rely on Technical Analysis, let's see what can you do and how can you respond. Those weak players, contra players and those advocates of TA, will be eliminated in this kind of shaking game. I could not disclose further already. You are smart enough to understand what I said. Any buy or sell or hold decision is at your discretion. HAHAHAHAHA

Those who bought at higher price, please slowly wait because of TA and you people bought at higher price. Those who follow Fundamental Analysis and Value Investment, congratulation, because you can have bigger room for price fluctuation. Those who bought at higher price, please be careful next time because buying and entering at higher price even though following TA is definitely a failure in my opinion. Good luck. Shake Shake Shake, let continue with the music of shake shake shake. I am excited and my gang are enjoying as well. You are smart to know why we are enjoying.

Posted by CHONG Kong Hui > 2021-03-25 17:51 | Report Abuse

waiting to offload some at RM2.50

weightage too high on whole portfolio, > 33%

Posted by auditorandconsultant > 2021-03-25 18:21 | Report Abuse

Reminder, do not anyhow follow Technical Analysis ("TA") next time if you are one of the supporters or advocates of TA. Most of the retail investors are trapped at higher price due to they thought they are experts of Technical Chart. This is really a trick that most people are not aware of. I have seen many victims since I was young. Until now, there are still many naive retail investors want to follow TA and follow graph or charts.

我从小看到麻木了。怎么那么多人还是要相信技术面。投资很简单，但是给一些江湖的课程老教导用技术面来进入市场，我看到的是多数去荷兰的。有些高估的股票，但是技术面说可以去，他们就投资了，买在高价的投资注定是失败的投资。纵使最后没有输钱，但是不能利益最大化就是个不争的事实，是个失败的投资。我只能继续看看多少人在高价，继续慢慢等咯，后果就是必须承受机会成本

My gang of investors can follow the fluctuation everyday to shake shake shake because we have wider gap to earn profits and we are not afraid of daily fluctuation as we would like to collect more. If can tomorrow go down more. We enjoy collecting non stop. All of us, buy and hold only. We will not sell.

Posted by Derrick Gan > 2021-03-26 08:13 | Report Abuse

Hangman, today maybe will test support 2.20

Posted by auditorandconsultant > 2021-03-26 08:46 | Report Abuse

Dear all,


Today my gang in Penang, Kuala Lumpur and Singapore will be waiting for the price to plummet again as expected.

For weak players, please sell please sell, we are waiting to collect Thong Guan Shares at lower price. Mega sales, promotion.

22/3/2021: Closed: RM2.27, Highest: RM2.29 and Lowest: RM2.16
23/3/2021: Closed: RM2.27, Highest: RM2.30 and Lowest: RM2.24
24/3/2021: Closed: RM2.29, Highest: RM2.29 and Lowest: RM2.23
25/3/2021: Closed: RM2.27, Highest: RM2.30 and Lowest: RM2.22

26/3/2021: Drop Drop Drop to RM2.20 and below (Expected)

Today, my gang has higher expectation and we will work closely with "them" to enjoy the moment where the shares will plummet to RM2.20 and below.

Please sell please sell. We need them eagerly.

We are advocates of Fundamental Analysis and Value Investment. Come come, we need more weak players to sell and leave this counter because we need more.

Hahahahaha

Posted by Bgt 9963 > 2021-03-26 08:48 |

Post removed.Why?

Posted by CHONG Kong Hui > 2021-03-27 13:29 | Report Abuse

Not sure if related to TGUAN

https://www.plasticstoday.com/resin-pricing/weekly-resin-report-supply-shortages-and-soaring-prices-put-processors-edge

Posted by CHONG Kong Hui > 2021-03-27 13:36 | Report Abuse

Buy and sleep peacefully

https://www.thongguan.com/financial-highlights/

Posted by auditorandconsultant > 2021-03-28 13:53 | Report Abuse

Dear all,


Tomorrow my gang in Penang, Kuala Lumpur and Singapore will be buying more and holding them until price hit RM3.00 and above.

For weak players, please sell please sell, we are waiting to collect Thong Guan Shares at lower price. Mega sales, promotion.

22/3/2021: Closed: RM2.27, Highest: RM2.29 and Lowest: RM2.16
23/3/2021: Closed: RM2.27, Highest: RM2.30 and Lowest: RM2.24
24/3/2021: Closed: RM2.29, Highest: RM2.29 and Lowest: RM2.23
25/3/2021: Closed: RM2.27, Highest: RM2.30 and Lowest: RM2.22
26/3/2021: Closed: RM2.27, Highest: RM2.28 and Lowest: RM2.23
29/3/2021: My gang aims to collect more shares and probably will push to RM2.30 at least.

29/3/2021 till 2/4/2021: The share price is expected to hit RM2.40 or above.

If you think the current price of RM2.27 is too high, then you will regret because the price will be somehow between RM2.50 and RM3.00 within April 2021.

We will buy more and more now before it is too late.

Let the financial figures tell you how strong is Thong Guan. Please see https://www.thongguan.com/financial-highlights/

We are advocates of Fundamental Analysis and Value Investment. Come come, we need more weak players to sell and leave this counter because we need more.

Disclaimer: This is only for sharing of information. Buy or Hold or Sell at your own risk and discretion.

Posted by bwho > 2021-03-28 14:44 | Report Abuse

remember the story of top glove small investors gang up in the end,

Posted by WinningBenning > 2021-03-28 23:48 | Report Abuse

Expect 2.40 by the coming week.

Posted by auditorandconsultant > 2021-03-29 01:40 | Report Abuse

Top Glove cannot be compared directly with Thong Guan.

Two of them are of different industries.

Top Glove share has been over valued significantly. Please look at their dividends and bonus issue. It is too much.

Thong Guan is prudently valued. Going up to RM3.00 is not impossible. The most can go up to RM3.50 with the current performance and macro-economy.

You will no longer think that the current price is high anymore after April 2021. You go and figure our yourself.

For weak players, you are welcome to sell because my gang has been waiting for cheap tickets.

Posted by CHONG Kong Hui > 2021-03-30 10:06 | Report Abuse

Kenanga TP RM3.00

https://klse.i3investor.com/servlets/ptres/59161.jsp

Posted by auditorandconsultant > 2021-03-30 11:19 | Report Abuse

Will definitely hold Thong Guan till at least RM3.00

Very positive.

My gang will definitely buy and collect on dip.

Posted by auditorandconsultant > 2021-03-30 11:20 | Report Abuse

We believe the market is overly bearish on TGUAN. Its ASPs have matched and even exceeded hikes in resin prices which are seen to be flattening soon. Nevertheless, ASPs are expected to remain elevated with continued growth in Nano- films and courier bags to sustain gross margins. Furthermore, share buy-backs indicate management’s confidence of its prospects. Reiterate OUTPERFORM with unchanged TP of RM3.00 @ 13x PER on FY21E EPS of 23.1 sen.

Passing on costs. YTD, TGUAN has been able to raise ASPs across its products, namely c.20% for conventional stretch film (c.20% of revenue), and c.30% for Nano-stretch film (c.30% of revenue). The sharp rise in resin costs (15-20% YTD) has allowed TGUAN to raise ASPs accordingly, allowing them to comfortably pass on any higher costs. More importantly, customers are accepting the higher ASPs, especially for TGUAN’s proprietary Nano-stretch films, which we deem as more price inelastic.

Signs of flattening resin prices. In our view, resin prices could peak some time in 2QCY21. Our channel checks indicate that resin suppliers are guiding flat prices for April, as US petrochemical plants are ramping up production post-deep freeze. That said, resin prices are likely to remain elevated for some time as the months-long disruption has left deep deficits throughout the global supply chain. For TGUAN, we maintain our CY21 average resin cost assumption of USD1,100/MT.

What if resin prices fall? As (i) TGUAN has always been able to secure resins at below-market prices (e.g. LLDPE @ USD1,100/MT vs. market’s USD1,300/MT), and (ii) TGUAN only procures sufficient resins to fulfil demand, we don’t think TGUAN will be stuck with higher-than-market resin costs. In fact, as ASPs lag resin costs, we see TGUAN benefiting from higher ASPs by being able to source resins at lower prices. A gradual decline (vs. sharp decline) in resin prices will be beneficial for TGUAN as they are better able to maintain their high ASPs. We take comfort that c.30% of revenue is composed of relatively more price-inelastic proprietary Nano-stretch films, where demand exceeds supply.

Margins to at least sustain. Since 2018, its gross margins have risen from 12% to 16% on the back of growth of higher-margin products, such as the Nano-stretch film and courier bags. We conservatively estimate TGUAN’s gross margins to be at least 16% moving forward as they focus on value- added products and continue to expand their high margin products.

Maintain FY21/FY22 estimates. Assuming 8% CNP margin, we maintain our FY21E revenue/CNP of RM1.08b/RM87.4m, conservative relative to management’s targets. We also maintain our FY22E revenue/CNP of RM1.2b/RM95m. FY21E/FY22E DPS of 4.6 sen/5.0 sen yield 2.1%/2.3%.

Reiterate OUTPERFORM with unchanged TP of RM3.00 on an ascribed Fwd. PER of 13x on our conservative FY21E EPS of 23.1 sen. The ascribed 13x PER is +1SD of its 5-year mean of 9.5x. We believe that TGUAN deserves the valuation premium for: (i) its growth prospects in the coming years and (ii) its ability to pass on costs and sustain margins. The current price implies Fwd. PER of 9.6x, similar to its 5-year mean, which we believe is unfair given its margin growth and commendable capacity expansion. TGUAN remains our top pick in the sector and we believe that the market is overly bearish on the stock. Hence, we recommend accumulating on the weakness.

Source: Kenanga Research - 30 Mar 2021

Posted by Pinky > 2021-03-30 14:47 | Report Abuse

Hi, I'm coming onboard :)

Posted by TheGardener > 2021-03-30 18:13 | Report Abuse

Chart 101% is fake!

Posted by TheGardener > 2021-03-30 18:31 | Report Abuse

"auditorandconsultant" 101% is syndicate! Anyway, this is a good stock but please sell now as Bonus Issue on Oct 2020. Please dont buy in now. My two cents "Taking a break is for accomplishing a longer journey"!

Posted by Pinky > 2021-03-30 20:43 | Report Abuse

Bonus Issue was in 2020 and a done thing. What has that got to do with the stock's future outlook?

Posted by auditorandconsultant > 2021-03-31 01:12 | Report Abuse

My gang from Penang, Kuala Lumpur and Singapore will continue to buy and hold because the future of Tguan is undoubtedly bright.

If you think the current price is high, please consider to rethink because after April, you will regret for sure.

TP = 3.50

Posted by TheGardener > 2021-03-31 03:43 | Report Abuse

For "auditorandconsultant" Wish you good luck! For other, please dont buy in!

Posted by Derrick Gan > 2021-03-31 09:20 | Report Abuse

Each person had their own view and we should respect their own view.
For my TA point of view, price should be between 2.20 to 2.30 recently and in order to build up support. Time too short to build up support within one month.
Meanwhile, auditorandconsult's group must had enough of shares in order fight with Investment fund and mutual fund , or else it quite difficult push their price to 3.50. 2.50-2.70 may a bit reasonable.
RM3.50 may acheived if next quarter revenue and net profit can break new high.
I had this stock at 2.22 , if can break 2.35 , i will top up again.

Posted by auditorandconsultant > 2021-03-31 09:25 | Report Abuse

Hi Derrick.

You are right. Why I am of the opinion that RM3.50 is attainable because I have factored in the projection of profit and revenue in next quarter.

Hopefully, you are making big money as well. Let's make big money together.

My gang will keep on buying and holding. No selling from my gang at this juncture.

Disclaimer: Buy or Sell or Hold at your own risk and at your discretion.

Posted by Pinky > 2021-03-31 10:03 | Report Abuse

I'm an investor who totally do not know nor trust TA.

I see FA only.

This is a good company and stock.

Growing revenue and profits.

Low PE.

Apa lagi u mau?

Posted by auditorandconsultant > 2021-03-31 10:52 | Report Abuse

Hi Pinky,

I am also an advocate of Fundamental Analysis. I do not trust Technical Analysis at all because I worked for syndicates before and basically know the TA is just a chart intended by Syndicates.

In layman term, Syndicates used money to make the drawing. LOLX

Nevertheless, I will respect those who are advocates of TA.

My whole gang will continue to BUY and HOLD. We will not be selling at all.

Posted by Pinky > 2021-03-31 11:00 | Report Abuse

@auditorandconsultant I used to THINK that I can make money by TA

Then, yeah, just like what you said, I realised that it can be easily manipulated by syndicates and market operators to create a particular expectation to influence other market participants.

I stopped studying TA afterwards.

If the FA is solid, it is just a matter of time stock prices react accordingly.

Posted by SpartanXoXo > 2021-03-31 11:02 | Report Abuse

Pinky pandai good girl

Posted by Derrick Gan > 2021-03-31 13:29 | Report Abuse

If you had strong holding power, you can igonre TA.
Or else you still need TA to help you understand what is pass history trend to decide you entry point.

Posted by TheGardener > 2021-04-01 02:06 | Report Abuse

"Pinky" my two cents for you, I want excellent dividend! Beside that, this 7034 not even top 100 excellent FA counter for me!

Posted by xuxu > 2021-04-01 08:35 | Report Abuse

If you think not worth it, don't buy. easy as abc

Posted by LossAversion > 2021-04-01 08:39 | Report Abuse

Dont be misled by the name...TGUAN's fundamentals are nice. Will add until TP of RM3 is hit!

Posted by TheGardener > 2021-04-01 09:14 |

Post removed.Why?

Posted by Pinky > 2021-04-01 09:40 | Report Abuse

@TheGardener thanks for your concern.

My investment in TGUAN is only a small % of my portfolio I'm willing to risk. My portfolio is too "safe" at the moment needs some MSG Ajinomoto hahaha