Posted by Lukesharewalker > 2021-03-22 16:30 | Report Abuse

Projected eps at 5 million profits is 1.5 eps. Forward eps is 6 cents.
PE12 72 cents
Pe15 90 cents
Pe 20 1.20 cents

Posted by BigZakar > 2021-03-22 20:23 | Report Abuse

bright future company...............tp 80cents before raya!!!!!!!!

Posted by Ke3t > 2021-03-23 00:35 | Report Abuse

@RakasasaKambing, @Luke thanks for the opinion sharing, will look into upcoming QR and decide later :) lets win some pocket money in this hard time

Posted by RaksasaKambing > 2021-03-23 18:00 | Report Abuse

Based on the QR now released, seems like a full year EPS of 5.0-5.5 more likely. At PE 12 probably 60 cents is fair value for now.

Posted by Lukesharewalker > 2021-03-23 18:29 | Report Abuse

Not bad news ...
Neither is it good news

Posted by Lukesharewalker > 2021-03-23 18:29 | Report Abuse

Fair value @60 cents....

Posted by RaksasaKambing > 2021-03-23 18:41 | Report Abuse

I'd say it's good la, look at the company's results from 2011-2019, before this new management. Definitely turned around and stable already. Net assets per share quite substantial. A lot of retained earnings on their books, maybe will be used for capex and/or give out as dividends some day.

Next 4 quarters will be good -- E&E are here to stay and the packaging for gloves and healthcare will definitely be filled up and necessary. It's only 'not good' if you're looking for super-normal profits -- that one you need to find somewhere else.

Posted by Lukesharewalker > 2021-03-23 18:44 | Report Abuse

The revenue for health care did not increase despite increasing capacity by 50%, is it not captured this quarter? Strange....

Posted by RaksasaKambing > 2021-03-23 19:05 | Report Abuse

@Luke I think you're referring to the new capacity in Sadao for glove manufacturers. Those are supposed to only start contributing in July 2021 according to the group: 'The demand for gloves has accelerated their growth plans, as they recently committed to invest up to RM9m to increase its production capacity by 50% at its existing Sadao plant. According to D’nonce, the new production lines will only start contributing to revenue in July 2021.'

The recent press release affirms this: 'the installation of the offset printing machine for our glove packaging boxes in Sadao, Thailand is completed and shall commence mass production very soon once production trial run is concluded.”

So in conclusion we can look forward to a stable Q2 and a much better Q3 & Q4.

Posted by Lukesharewalker > 2021-03-23 19:06 | Report Abuse

Under the press release, its increased capacity for healthcare is not activated yet plus E and E capacity will be increased soon too.
5 to 6 million forward earnings soon

Posted by Lukesharewalker > 2021-03-23 19:59 | Report Abuse

Commendable effort without the extra capacity coming in...

Posted by KarmaPrince > 2021-03-24 09:49 | Report Abuse

Disappointing

Posted by scn12345678 > 2021-03-24 10:05 | Report Abuse

Ha Ha, no events after all

Posted by dragontang > 2021-03-25 09:38 | Report Abuse

booooorrriinnnggggggggg counter

Posted by RaksasaKambing > 2021-03-26 18:31 | Report Abuse

PE low, net cash, stable profits, future growth clearly in pipeline, beneficiary from E&E and Healthcare. If boring please sell more, I want collect around 50 cents :)

Posted by Lukesharewalker > 2021-03-28 12:59 | Report Abuse

Syndicate still accumulation at this level
...buy and accumulate also

Posted by RaksasaKambing > 2021-03-28 17:55 | Report Abuse

@Luke errr you keep mentioning syndicates, but I don't see any evidence of syndicates involved. Define and give evidence or I suggest you maybe don't

Posted by phyroxus > 2021-03-31 10:13 | Report Abuse

This lj stock still same fate as topglove. I look wrong you.

Posted by BuburCahCha > 2021-04-02 11:41 | Report Abuse

No back bone for sure... so much promises from new management .. talk 3 talk4 ... but boneless share price.

Posted by terence775 > 2021-04-02 16:18 | Report Abuse

Management should not be bothered about their share price, but their business profits.

If a company's management keeps focusing about their share price, that's a big red flag for sure.

Posted by amateurJR > 2021-04-02 16:38 | Report Abuse

Do anyone realise its sales mix has changed since 2020?

Posted by Lukesharewalker > 2021-04-02 16:46 | Report Abuse

Its just reclassification....

Posted by Lukesharewalker > 2021-04-02 16:47 | Report Abuse

Pretty much the same. Extra capacity starting this month

Posted by Lukesharewalker > 2021-04-02 20:28 | Report Abuse

Syndicate sell down for further accumulation....

Posted by RaksasaKambing > 2021-04-03 13:03 | Report Abuse

If you all want to run, sell your shares to me, thanks :) I don't mind adding more

Posted by ucrst2140q > 2021-04-05 16:21 | Report Abuse

waiting to drop more for now...

Posted by amateurJR > 2021-04-05 16:25 | Report Abuse

Chart bearish plant some seed and wait for buy signal to top up

Posted by RaksasaKambing > 2021-04-05 19:21 | Report Abuse

The current price is basically on par with NTA already, very hard to go down further for an asset class like this (which typically trades above NTA because it is profitable).

Posted by Lukesharewalker > 2021-04-05 20:14 | Report Abuse

Although an EMS player but largely ignored. Wait for 45 cents to top up. Although black rock has started to buy....

Posted by scn12345678 > 2021-04-06 07:45 | Report Abuse

Can wait 0.42 , if can reach this support , all in

Posted by Lukesharewalker > 2021-04-06 14:53 | Report Abuse

Let the syndicate play around first, throwing 1 unit here and there......

Posted by Lukesharewalker > 2021-04-06 15:22 | Report Abuse

I would suggest traders avoid this counter, this is a small time syndicate. Dont have the strength to push.....
As for value investment bit, I am sure it will fall towards 40 cents as investors gives up on this counter. There is no big jump in profits neither is there dividends what's there for the shareholders?

Posted by RaksasaKambing > 2021-04-08 18:22 | Report Abuse

I would suggest @Lukesharewalker just be quiet, non-stop talking about syndicates makes you sound like you're one of them

Posted by RaksasaKambing > 2021-04-08 18:22 | Report Abuse

As always, just do your research and look for arbitrage: sound fundamentals + discount + potential earnings growth

Posted by KPH5328 > 2021-04-09 16:29 | Report Abuse

https://www.theedgemarkets.com/article/top-glove-says-production-hurt-us-ban?type=malaysia
gloves manufactured from its factories located in China, Vietnam and Thailand can continue to be shipped to the US. “[Only] production in Malaysia is somehow temporarily affected by a certain percentage.
Should not have any impact to Dnonce at Sadao Thai.

Posted by Lukesharewalker > 2021-04-09 22:26 | Report Abuse

Extra capacity only kick in this month

Posted by Lukesharewalker > 2021-04-11 10:09 | Report Abuse

Not much effect for ended April QR....

Posted by The1994Investor > 2021-04-11 23:16 | Report Abuse

https://klse.i3investor.com/blogs/The1994Investor/2021-04-05-story-h1563184416-D_NONCE_TURNAROUND_ON_TRACK_WITH_A_HOPEFUL_PROSPECT_AHEAD.jsp

Posted by Lukesharewalker > 2021-04-13 17:17 | Report Abuse

No power.....

Posted by BuburCahCha > 2021-04-14 12:11 | Report Abuse

What for invest in company that don't bother about share price ?? U ok or not ? Then u invest for what ? For boss to take your money away ka ??

Posted by amateurJR > 2021-04-16 16:04 | Report Abuse

Haha still sleeping. Maybe the only way to move it up is to see coming qtr result.

Posted by johnhuathuat > 2021-04-17 22:57 | Report Abuse

slow slow la naik better. i topup also monthly need to wait salary

Posted by Lukesharewalker > 2021-04-18 15:29 | Report Abuse

Problem is its testing lows

Posted by Live2Win > 2021-04-18 18:18 | Report Abuse

I believe currently it is at its low...48. Will be making a move soon...

Posted by terence775 > 2021-04-19 15:37 | Report Abuse

Anyone has any questions would like to ask Dato Tho of Dnonce? this Thursday we will be having a session with him. Investors of the company should tune in to decide if it's worth holding on longer, adding more, or moving to greener pastures.

Posted by kwcheong3888 > 2021-04-19 19:10 | Report Abuse

I believe if dnonce declares dividend will stimulate the share price

Posted by terence775 > 2021-04-20 00:02 | Report Abuse

Dato Tho did mention that they are looking into it. Personally I think if they know how to use the cash better, it would be better for them to use it to continue growing.

Posted by johnhuathuat > 2021-04-20 00:47 | Report Abuse

bro terence, do you know how sensitive the price of resin to their margin and are they able to pass on the cost of raw material to the end customer?

Posted by terence775 > 2021-04-20 10:26 | Report Abuse

As per what Dato Tho mentioned previously, they are able to pass on the increased cost of materials and freight charges to their customers. You can see the profit margin maintained more or less the same.

Posted by spicyketchup > 2021-04-20 16:26 | Report Abuse

where to watch your interview terence?