Posted by iJustwantTOinvest > 2021-02-09 01:01 | Report Abuse

I just bought some stocks for Dnonce, is it worth if i hold it for 3 months ?

Posted by kangedd > 2021-02-09 13:58 | Report Abuse

Personal opinion, Declaimer, not a buy call.
Yes. Worth to hold as the price still consider low and recently quietly spiking up

Posted by Lukesharewalker > 2021-02-09 21:56 | Report Abuse

Jftech earns 4 million per quarter same as Dnonce now. Look at their prices now.
Dnonce is undervalued.
And dnonce is expected to target 50% growth in revenue in coming quarters.

Posted by kangedd > 2021-02-10 13:42 | Report Abuse

50% growth ? Hmmm...

Posted by kangedd > 2021-02-10 13:44 | Report Abuse

If really 50%, Another story.
hahaha, not only 65. Possibility to growth 0.80 ~ to 1.00 and above

Posted by fomainre > 2021-02-13 17:45 | Report Abuse

Jftech is in a good position now, dnonce will soon follow jftech footsteps

Posted by pheimredfund > 2021-02-15 15:46 | Report Abuse

Nice, more to come now. One step a day. 60cent not far away

Posted by pheimredfund > 2021-02-15 15:47 | Report Abuse

Today so many counter booming. Hope the next rising start DNONCE will bring us to the mars !

Posted by seriusinvestor > 2021-02-16 08:32 | Report Abuse

https://klse.i3investor.com/blogs/HIDDENGEMLIST/2021-02-16-story-h1541108476-The_True_Deep_Value_Stock_Waiting_to_be_Discovered.jsp

Posted by seriusinvestor > 2021-02-16 08:32 | Report Abuse

With global pandemic seemingly calming down, what should come next should be the stabilization of global glove supply and demand. However, stabilization would still mean outperformance in terms of glove demand as compared to few years back then. So, who would be the winner of this game?



We understand that glove price, a.k.a. Average Selling Price (ASP) are prone to reduce soon, perhaps as soon as next year. However, the production in line should not reduce for the numbers of glove manufactured, what does this means? This signifies that glove manufacturer would still enjoy a higher revenue and profit, however reduced margin due to ASP.



So, fundamentally, the raw material supplier to gloves should be the beneficiary as they needed it no matter how high the ASP is as they need to maintain the production line(s).



Hence this company – D’NONCE TECHNOLOGY BERHAD (KLSE:DNONCE) is prone to be the winner of the game of gloves!



DNONCE had a major management and corporate structure change since mid of last year. They are amongst the market leader of carton boxes supplier to glove makers in Thailand. Do bear in mind – majority of raw material for gloves comes from Southern Thailand, which they are the largest latex exportation country in the world.



Wait a minute, how would Malaysia be the leader of world class glove manufacturer when Thailand is the key raw material supplier of latex? Previously, Thailand were focused on the upper side of the value chain. But since they saw the mooning of glove ASPs, immediately the government wanted to have a share of the game by encouraging expansion of their existing glove manufacturers.

Posted by seriusinvestor > 2021-02-16 08:35 | Report Abuse

We can easily foresee that the rubber glove market in Thailand would expand, very quickly. Fortunately, DNONCE’s carton box manufacturing facility was located in Sadao, Thailand. Which are in close proximity to the glove manufacturers in Thailand. And so far, they had only utilized 2 acres out of 20 acres of existing land bank they have, expansion plan to increase machinery and manufacturing capacity is in place, and we would find out really soon in the next 2 quarters!


If you are still confused on what so special about DNONCE, here’s the simplified version for your understanding.


Global Glove Demand For Gloves Increases --> Attractive Margin For Glove Manufacturers --> Increased Capacity For Glove Manufacturers --> Demand More Carton Box Packaging (Beneficial to DNONCE) --> Carton Box Is A Must In Glove Manufacturing, Not Hindered By ASP Fluctuation


By comparison, over the one-year period TOPGLOV’s share price had increased by 214.26%, SUPERMX’s share price had increased by 585.23%, KOSSAN’s share price had increased by 64.95%, and HARTA’s share price had increased by 109.41%.



But guess what? DNONCE had merely grown by a small 46.58%. We understand that glove companies are facing reduced valuation due to ASP stagnation. However, as demand increases, the earnings for DNONCE can only go up but not stagnant or even drop!



Based on our studies for carton box manufacturer, on average the PER would be approximately 18 – 20 times. Assuming DNONCE could hit 15 million net profit in the next financial year, the market capitalization for DNONCE should be 300 million. And currently, DNONCE is only treading at 168 million market capitalization, a 132 million market capitalization discount, or 44% discount!



Should you invest in DNONCE now? I do not know the answer. But if not now, then when?

Posted by Bruse > 2021-02-16 11:35 | Report Abuse

@seriusinvestor well said especially with the appreciation of Ringgit the Q3 profit should easily exceed 5m

Posted by 99newbie > 2021-02-16 12:11 | Report Abuse

Profit take, big angbow

Posted by fomainre > 2021-02-16 16:16 | Report Abuse

engine running now, might breakthru 0.6 by this week

Posted by Anntan58 > 2021-02-17 14:54 | Report Abuse

Fly baby fly

Posted by wayneforwin > 2021-02-18 15:06 | Report Abuse

Global Glove Demand For Gloves Increases --> Attractive Margin For Glove Manufacturers --> Increased Capacity For Glove Manufacturers --> Demand More Carton Box Packaging (Beneficial to DNONCE) --> Carton Box Is A Must In Glove Manufacturing, Not Hindered By ASP Fluctuation

Well said by this article, gogo DNONCE

Posted by skylimit88 > 2021-02-18 16:30 | Report Abuse

DNONCE will fly! limit is not the sky! Fly to moon!

Posted by mrvaluestock > 2021-02-18 16:34 | Report Abuse

Retrace, second round of buying time, Can't wait to see the share go 0.60 in this month

Posted by skylimit88 > 2021-02-18 16:41 | Report Abuse

Yes, collect while you can. See you at 0.60!

Posted by mrvaluestock > 2021-02-18 17:30 | Report Abuse

Tomorrow, let me average up and push the stock go again.

Posted by mrvaluestock > 2021-02-18 17:31 | Report Abuse

DNONCE : If you improve by 1 % every day, within a year you'll have improved by 365 %. Macam too over, but DNONCE is coming back !!

Posted by mrvaluestock > 2021-02-18 17:32 | Report Abuse

The Rising of DNONCE.
DNONCE go go go !!

Posted by skylimit88 > 2021-02-18 17:50 | Report Abuse

Gogo dnonce!! lets go!

Posted by cplusprojects > 2021-02-18 18:22 | Report Abuse

https://klse.i3investor.com/blogs/HIDDENGEMLIST/2021-02-17-story-h1541138984.jsp

Posted by cplusprojects > 2021-02-18 18:22 | Report Abuse

静待被发现的超深价值股！

随着全球疫情渐渐转好的迹象下，手套的供求也随之变得更为稳定。不过，稳定并不代表着手套被取代，以全球需求量而言手套依然是面临短缺的情况，并且对比几年前来说，更具有价值。不过，谁会是这场博弈的最后赢家呢？


我们明白手套的价格 – ASP 即将会面临被降低或者减少的命运，或许明年就可看到 ASP 回落的情况了。不过，已投入运作的新型产线并不会随着手套价格的减缓而出现大幅度的产量下滑。这句话意味着什么呢？这意味着手套生产商依然会享有对比之前更高的营业额以及利润，但利润率则会随着 ASP 下跌而降低。


以价值供应链而言，手套的原料供应商将会从中受益，因为无论手套 ASP 高低都好，这些公司都必须要维持一定产量！因此，这家公司 – D’NONCE TECHNOLOGY BERHAD（KLSE:DNONCE）将会是这场博弈的最后赢家！


DNONCE 在去年年中开始进行了管理层变动以及企业结构性的转变。他们是位于泰国的顶尖纸盒（Carton Box）供应商，是该国的三大供应商之一。请记得 – 绝大部分的手套原料都来自于泰国南部，他们也是全球最大的乳胶供应商。

Posted by cplusprojects > 2021-02-18 18:23 | Report Abuse

等一等，如果他们是全球最大的乳胶供应商，马来西亚怎么会是全球最大的手套供应商呢？不应该是泰国吗？在之前泰国主要是专注于价值供应链的上游，但是在看到手套 ASP 暴涨后，当地政府决定打算鼓励其企业直接涉及在手套生产商。


显而易见的，具有先天优势的泰国手套生产商在未来增长的速度将会加速。所幸的是 DNONCE 的纸箱生产箱位于 Sadao，Thailand。该地属于泰国区域手套生产商的临近区域。至今为止，他们只不过优化了 20 英亩内的 2 英亩土地。据了解，DNONCE 已计划好扩充产能的机械以及土地开发，未来两个季度内相信可见该公司显着的业绩成长！


但如果你依然搞不明白 DNONCE 为什么那么具有优势的话，以下则是这家公司位于价值供应链的特俗定位：



全球手套需求量增加 --> 手套生产商利润率提高 --> 手套生产商增加产量 --> 随着产量增加，将需要更多的纸盒包装（利好 DNONCE）--> 纸盒是手套生产并卖出的过程内必要的原料，不会被 ASP 涨跌影响

Posted by cplusprojects > 2021-02-18 18:23 | Report Abuse

作为对比，过去一年间 TOPGLOV 的股价增加了 214.26%、SUPERMX 的股价增加了 585.23%、KOSSAN 股价增长为 64.95%、HARTA 的股价则增长了 109.41%。



对比起来，DNONCE 的股价不过成长了 46.58% 而已。我们知道虽然手套公司因 ASP 下滑而出现估值调整的情况。但随着手套需求量，产量增加，DNONCE 的业绩只会继续上涨，下跌或持平的机会太低！



根据我们团队的研究，纸箱企业平均市盈率均为 18 至 20 倍。若 DNONCE 在未来可达一千五百万令吉的全年盈利的话，给予 DNONCE 的合理估值应该为三亿令吉。至今 DNONCE 市值不过是一亿六千八百万令吉的市值，距离合理估值仍然有一亿三千两百万的折扣，或 44% 的价值静待发掘！



你现在应该投资 DNONCE 吗？我们团队并不知道，但不是现在的话，还等何时呢？

Posted by cplusprojects > 2021-02-18 18:25 | Report Abuse

继续下来，相信DNONCE很快追回脚步，以目前的市值来看，还有进展。

Posted by mrvaluestock > 2021-02-18 18:26 | Report Abuse

Agree with this, this got space to go more for Dnonce

对比起来，DNONCE 的股价不过成长了 46.58% 而已。我们知道虽然手套公司因 ASP 下滑而出现估值调整的情况。但随着手套需求量，产量增加，DNONCE 的业绩只会继续上涨，下跌或持平的机会太低！

Posted by fomainre > 2021-02-19 15:42 | Report Abuse

Hold for it now, break 0.6 very very soon

Posted by cplusprojects > 2021-02-19 15:43 | Report Abuse

https://www.theedgemarkets.com/article/top-glove-resumes-stock-buyback-spending-rm4927m-purchase-808m-shares

Posted by cplusprojects > 2021-02-19 15:45 | Report Abuse

Malaysia’s Covid-19 vaccination roll out is set to begin soon, with the first batch of the vaccines scheduled to arrive this weekend..

Posted by cplusprojects > 2021-02-19 15:46 | Report Abuse

Guess this will pull another demand to Dnonce and make the share hit 0.60.

Posted by mrvaluestock > 2021-02-19 15:52 | Report Abuse

Few day retrace and go strong, second wave of pushing up !

Posted by fomainre > 2021-02-19 15:58 | Report Abuse

you are right DNONCE going strong these few days, it will hit 0.6 by end of this month

Posted by skylimit88 > 2021-02-19 16:00 | Report Abuse

always nice to see undervalue stock to climb and rise, lets go DNONCE

Posted by mrvaluestock > 2021-02-19 16:09 | Report Abuse

End of this month will see. Waiting for the strong push up.

Posted by cplusprojects > 2021-02-19 16:12 | Report Abuse

I agree la, after vaccine out won't so fast reflect la, but I think coming QR will be better and better. Dnonce is more solid now.

Posted by limyeesee > 2021-02-22 13:18 | Report Abuse

1. Dnonce Berhad是一间总部设立在槟城的上市公司，其现今主要业务是为医疗行业提供PACKAGING和Carton Box的供应，和提供无尘室专案服务(Cleanroom), 为电子代工(EMS)和HDD&SSD业者服务。

2. 公司成立至今已有三十年，一开始从槟城起家慢慢扩展至全马和泰国。其厂房和生产下如下：

I Penang Prai, packaging和CLEANROOM服务,服务主要是电子行业和HDD
II. KL Cheras, 制作PCB 配件
III. KB Kelantan & JB Kulai, 生产carton Box
IV.泰国 Sadao, 生产carton box,主要服务于手套业
V 泰国 Uthai, 提供cleanroom 方案服务

3. 公司在八月底公布了F2021Q1令人刮目相看的业绩。其单季度的净利表现就超过了自2015年全年财政年的净利总和，其单季度净利来到了3.8M。公司营业额主要贡献来自于医疗行业的客户，也就是手套行业业者(15.7m),和科技电子业业者(25.1m)。剩余10%则来自于其它业务。在毛利(GP)方面，医疗行业的贡献反而科技电子行业来的更高，占了整体毛利的50%。

4. 公司成长因素有几点。第一，公司受惠于医疗行业，其在医疗行业最大的客户群就是手套行业。在全球最大的手套生产国就是马来西亚和泰国， 而公司的生产基地就在这两个国家。在2007年，分公司在Sadao购置了20Acre的土地，而公司现阶段只利用了2Acre的土地就贡献了现今的生意量。也就是说，随着手套医疗需求在未来明显增长，公司可以充分利用剩余的18Acre土地来增加其厂房来应对日益增长的需求。公司在泰国业务的市场份额大概占了30%左右，另外70%份额由另外两家所消化。业主不会单单只让其中一家所承包，也就是说产量需求只会持续增加

5. 其二，公Cleanroom service也受惠在这次疫情事件。由于疫情导致对于科技产品的需求尤其是HDD的需求量增加，加上中美冲突致使越来越多电子代工行业搬迁来东南亚，而相对疫情稳定的马来西亚就是他们的首选，而这些业者对于Cleanroom setup需求是相当大的。整体来说，市场对于Cleanroom service的需求量是很大的。

6. 其三，公司自聘用了Mr Tho Yow Yin为公司的CEO后，业绩开始就开始突发猛进。据可靠消息，有本地手套业者已要求公司在设立新工厂供应carton box给他们，起码两年衣食无忧。

7. 估值方面，假设每个季度能保持在4m的净利的话，全年的净利将会是16m， 相当于EPS 6.2cents。以如今股价62.5cents来看，forward PE才10。以包赚行业来看，平均PE是15-20左右。以此来看，上升空间值得期待。

This is a post from a blogger - (Post time end of the year 2020) .
However if you compare back the current stock price.
Definitely Dnonce is undervalue on current stage which so big gap to extend.

Posted by raymondsim87 > 2021-02-22 15:43 | Report Abuse

Expecting more to come on for the share price and Coming Quarter is confirm good.
Fa player and Ta player both win win.

Which is a good sign for the company.

Posted by Lukesharewalker > 2021-02-22 15:50 | Report Abuse

Let the syndicate throw lower, they didn't manage to accumulate enough last round

Posted by fomainre > 2021-02-22 16:00 | Report Abuse

Yes, let them throw more, just another chance for us to collect

Posted by j4wonnable > 2021-02-22 16:01 | Report Abuse

I heard they said second wave is coming. Is just about time ?

Well, my personal study say that is company value is worth around 062-650

which is a good sign to company?

Previously was privately go up 50 cent. So another wave of 50 cent coming too ??

I think i top up a bit , anyhow above is just my personal sharing

Posted by skylimit88 > 2021-02-22 16:04 | Report Abuse

wait for it, QR will suprise us with amazing result

Posted by fomainre > 2021-02-23 16:16 | Report Abuse

2nd wave is coming, good luck trading guys

Posted by raymondsim87 > 2021-02-23 16:33 | Report Abuse

Just bout time to jump & hold, what r u waiting for

Posted by Lukesharewalker > 2021-02-24 10:06 | Report Abuse

Hold tight. Not much sellers at this junction. Sell queue is fake

Posted by finsolution > 2021-02-24 15:40 | Report Abuse

Why good company price will drop, it seems related with glove ?

Posted by finsolution > 2021-02-24 15:42 | Report Abuse

Not sure is a fake queue or not but I know is a discount time. Hehehe....

Topglove so dare to keep share buy back sure got reason behind de. Parking a bit come in first.

Posted by raymondsim87 > 2021-02-24 15:48 | Report Abuse

If vaccine is stat on-going, it will definitely pump up the requirement of dnonce. Just like last time. Suddenly spike. Anyhow it is fine that people keep throwing out the ticket, I think the possibility to pull out to 80cent.