Posted by youtalktoomuch > 2020-08-25 09:25 | Report Abuse

buy.

Posted by Hooi369 > 2020-08-25 11:28 | Report Abuse

kawan kawan go go go...

Posted by abgbeca > 2020-08-25 11:39 | Report Abuse

huat ah!!

Posted by handsome_newbie > 2020-08-25 16:32 | Report Abuse

just said huat then straight go south,,, the share performance really against retailers mood

Posted by ampuSAPI > 2020-08-25 17:01 | Report Abuse

hello my kawan kawan~

Posted by XiuyyXiong > 2020-08-26 12:47 | Report Abuse

Special dividend if qr explode ? Possible ?

Posted by kelvin5349 > 2020-08-26 14:26 | Report Abuse

first resistance is at 2.775 , second resistance is at 2.83...all charts showing a good uptrend moment. MACD signal appeared on 21st Aug...bollinger band breakout... looks like its about to break higher...lets see, since technical all looks good..

Posted by kelvin5349 > 2020-08-26 14:29 | Report Abuse

@XiuyyXiong , i hope to see bonus issue like what have been given before this in 2017...bonus 1 for 3...but that was when the price was RM 3.6

Posted by XiuyyXiong > 2020-08-26 16:58 | Report Abuse

Kevin can see this counter many ppl take profit then go down again. Btw. When is the next qr will be announce?

Posted by kelvin5349 > 2020-08-26 17:39 | Report Abuse

@XiuyyXiong, profit taking is normal, but the charts now is providing a clear indication of strong uptrend momentum..im not sure the exact date for qr but based on the above, i expect it either this week or next week.

Next QR | Est. Ann. Date:30-Jun-2020 | 27-Aug-2020

Posted by XiuyyXiong > 2020-08-26 19:59 | Report Abuse

Kelvin. Thx for info. Just now u said 2017 bonus issue, is this a good thing ? Why company declares bonus issue that time?

Posted by kelvin5349 > 2020-08-26 21:53 | Report Abuse

@XiuyyXiong, yup good thing...company rewards the shareholders by issuing additional bonus and i believe this is because at that time the share price is high, just like gloves now they issue stock bonus..you may ask why not cash dividend? because when you issue share bonus, it will not dilute the EPS..

Posted by kelvin5349 > 2020-08-26 23:36 | Report Abuse

according to my chart, it will break higher. today's closing is at RM 2.77...it will touch RM 3 after this, lets see my analysis correct or not..

Posted by XiuyyXiong > 2020-08-27 09:34 | Report Abuse

Their new plant start production 2019. And profit margin increasing. Someone support by solar (cost reduced). Some info I read it online.

Posted by abgbeca > 2020-08-27 10:58 | Report Abuse

seems a good company to hold for mid/long term

Posted by handsome_newbie > 2020-08-27 11:16 | Report Abuse

anyone can share how many % of revenue contribution of China Nantong Factory ? I am afraid if the lock down in china will affect this QR report.

Posted by abgbeca > 2020-08-27 19:56 | Report Abuse

QR is good so share will maintain or go high?

Posted by handsome_newbie > 2020-08-27 21:15 | Report Abuse

i guess maintain if QR good. if QR bad then will drop for sure. Share price is ahead of the actual performance.

Posted by kelvin5349 > 2020-08-27 21:37 | Report Abuse

very very disappointed with the PAT...was expecting minimum RM 9 to 10.5 mil...

i guess even the IBs did not expect this....no wonder always profit taking and today drop 8 cents.

lol even MCO lockdown also cant generate much profit despite malaysia being is the highest revenue contributor and second followed north america..

just RM 2.2 mil increase vs previous qr lol..

Posted by handsome_newbie > 2020-08-27 22:23 | Report Abuse

ya.....the profit margin maintain only... so tomorrow share price will be the benchmarking for investors towards Kawan future expectation =/

Posted by handsome_newbie > 2020-08-27 22:24 | Report Abuse

@kelvin, any idea why the cost being increased compare to previous QR ? i thought they are in this cost optimisation to improve profit margin plan ?

Posted by kelvin5349 > 2020-08-27 23:36 | Report Abuse

@handsome, ya regarding cost, i noticed that as well...i cant figure that out too..

lazy to look at it already....wonder next qr can perform or not since this suppose to be best performing phase...in their qr, the Commentary on the prospect is the same only...

Posted by Accountant_95 > 2020-08-28 05:59 | Report Abuse

Seem like tax has eat their profit in some degree

Posted by YLR33 > 2020-08-28 06:00 | Report Abuse

PAT margin not as good as last quarter due to normalised of income tax rate..
if same like first quarter, will be around 10m.. mah
short sighted? or want to buy cheap...?

Posted by Iam1212 > 2020-08-28 09:12 | Report Abuse

Not bad ma... still consider good.. why drop so much..

Posted by Iam1212 > 2020-08-28 09:13 | Report Abuse

Other counter no profit and just news also limit up .. Haiz

Posted by kelvin5349 > 2020-08-28 09:14 | Report Abuse

fair value suppose to be at rm 2.3x...now consider over value based on the qr...many disappointed...

Posted by Bursaman666 > 2020-08-28 09:17 | Report Abuse

quite okay lah, let those contra throw all first. Slowly will move back one

Posted by Bursaman666 > 2020-08-28 09:18 | Report Abuse

Those contra bought 2 days ago now sure cut loss. Wait them cut loss you collect lower loh

Posted by handsome_newbie > 2020-08-28 09:20 | Report Abuse

coz expectation will lead over the actual performance. PPL expect coming QR will match with current price.

Posted by Bursaman666 > 2020-08-28 09:34 | Report Abuse

its very easy for syndicate or operator to sell at top now collect around 2.5

Posted by XiuyyXiong > 2020-08-28 09:56 | Report Abuse

Please sell to me I want collect 2.5x

Posted by abgbeca > 2020-08-28 10:04 | Report Abuse

i will hold for right now

Posted by handsome_newbie > 2020-08-28 10:25 | Report Abuse

it's difficult for me but i decided sold half of my holding. sold at 2.54, will recollect when come back to 2.2-2.3 =X

Posted by Smart Beginners > 2020-08-28 10:45 | Report Abuse

afternoon rebound !

Posted by growth_investor > 2020-08-28 11:08 | Report Abuse

for me the result looks good tho....food related stock will grow steadily mah, so we must steady also

Posted by growth_investor > 2020-08-28 11:16 | Report Abuse

Based on their quarter report, North America segment increase around 65% (if not mistaken, roughly this number), which is a good sign tho....this means that their product has successfully penetrated to global market. I also noticed that Europe and Oceania sales increase (around 10~20%). Just that market has too high hope on this quarter result.

Posted by RainT > 2020-08-28 14:42 | Report Abuse

good result

but share price is drop , haha

Posted by degaht > 2020-08-28 15:42 | Report Abuse

nuts here saying good result...seriously u people need to learn how to read report.

a good result will not have a price drop. today morning long red candlestick. that is huge dump.

Posted by degaht > 2020-08-28 15:43 | Report Abuse

if good result price will not drop liao...if in ur eyes if good then u go pump in to support lor hahahah

Posted by abgbeca > 2020-08-28 22:26 | Report Abuse

supermax best QR in this year also drop kaw2...what do you expect. after QR most likely many will TP

Posted by kelvin5349 > 2020-08-28 22:48 | Report Abuse

would like to share out my 2 cents..

1. new factory cost optimization and production volume has already reflected this year in March-June quarter.

2. March MCO was the best time when kawan can generate its maximum profit because of total lockdown which will reflect the norm of eating at home. Now people are allowed to eat in shops and therefore the sales in Malaysian region will not be as high as in March-June...asians prefer to eat out instead of eating at home and its cheaper to eat out too.

3. there are no new additional product being introduced lately, hence only best selling up to date is paratha & roti canai...(unlike nestle and others where they come up with different products and varieties)

4. EPS this quater is not great...there had been way higher EPS back in 2005-2017.

the average selling price of consumer food goods have no been increased therefore we would be seeing around the same profit margin only.

can others please enlighten me with facts how will kawan continue to grow further towards RM 3+ RM 4+ ? ....in order to do so, next qr PAT must be at least 10 mil , if the mentioned above is just the same how is it gonna grow further ?

Posted by handsome_newbie > 2020-08-31 11:12 | Report Abuse

@kelvin5349 Agreed with u most of the point, it was a surprised higher production shall come with higher EPS, but shocking it's not. Theory is like when u drove steadily on highway..ur petrol consumption shall be lesser price/km compared to those short distance keep on and off engine. Somehow it never happen here.

In short, the share price does not rise as per expectation after high evenue QR presented (EPS is not the best ever, so it's not the best QR guys). Perhaps can play around with technical chart analysis instead of long term investment, since PE 40 now still showing ppl has high expectation based on current QR.

Posted by kelvin5349 > 2020-08-31 23:23 | Report Abuse

@handsome, yup..with TA we can definitely play swing trades

Posted by kelvin5349 > 2020-08-31 23:31 | Report Abuse

will be interesting to see how kawan share price will react now.... let's see any institution fund will cover this counter or not since CGS-CIMB previously have given TP of RM 2.40 for this March-June quarter....and if share price rose up to RM 3+ i really wanna know the reason behind, either goreng or there is potential that i have missed out...

Posted by raymondlct126 > 2020-09-01 00:29 | Report Abuse

You're right! Because, it seem the company products are too focus on single segment which is only paratha/chapati. I hope that the company that come out with different segment in order to cater to new market.

Posted by Bursaman666 > 2020-09-01 15:05 | Report Abuse

24 Jul 2020 5:09PM VG TRUSTEE LIMITED (AS TRUSTEE OF THE NARVEE FOUNDATION) (520,000 units Acquired)
24 Jul 2020 5:09PM NARESHCHANDRA GORDHANDAS NAGRECHA (520,000 units Acquired)

Both of the big buyer bought at 24/07/2020 which is around RM 2.4++. Price now is consider quite safe to entry.

Posted by Smart Beginners > 2020-09-01 15:51 | Report Abuse

Chance coming! collect now and wait

Posted by XiuyyXiong > 2020-09-01 17:08 | Report Abuse

collected again today at 2.41, 5k units. true KAWAN will company you until end of the world

Posted by abgbeca > 2020-09-02 11:32 | Report Abuse

rebounce on trendline, seems a good counter to hold for long. huat ah!!