Posted by frankie lim > 2018-02-15 11:18 | Report Abuse

is a sinking ship .... why still go in .......really dont understand

Posted by darkstar > 2018-02-15 11:19 | Report Abuse

Wah the price is so attractive

Posted by apolloang > 2018-02-15 11:24 | Report Abuse

already split 1 becomes 2.....still not so cheap

Posted by darkstar > 2018-02-15 12:27 | Report Abuse

wait for 1.25?

Posted by apolloang > 2018-02-15 12:29 | Report Abuse

possible.....downtrend like this better wait to see results 1st

Posted by darkstar > 2018-02-15 12:45 | Report Abuse

thanks for advise. continue staying hotel at the moment. Happy new year to all!

Posted by ccmeow > 2018-02-18 07:38 | Report Abuse

Back in town. Monday getting ready to buy more superln shares, dispose cheaply by KWAP .Just got some at 1.43 on CNY eve. Will try @ 1.38, or lower! Happy 初三to ALL.

Posted by RainT > 2018-02-18 17:53 | Report Abuse

Ready to buy more? How about if the coming qtr result still not good? How about what the director said is not true?

Will you be catching fallen knife?

Posted by Mohd Fahmi Bin Jaes > 2018-02-18 18:02 |

Post removed.Why?

Posted by ccmeow > 2018-02-19 03:00 | Report Abuse

RainT, I like to buy shares with good fundament,even if it is a fallen knife share. Besides that, I have full confidence in the management team, especially the ceo Liew and his parent . Cheers

Posted by csl1991 > 2018-02-19 10:12 | Report Abuse

Superlon's share price has fallen by 48% from its peak of RM2.92 to RM1.51 now. Consequently, its PE has also fallen to 12, which is pretty attractive. Of course, profitability is the most important factor that drives the share price.

@RainT As you have rightfully pointed out, we won't know if it's good or bad. If it's bad, it will continue to inch down little by little (Won't gap down because the market is currently having low expectation on Superlon). If it recovers and post a good result, it will gap up because it beats market expectation.

Arguments supporting Superlon's recovery:
1. Butadiene price has recovered now
2. Butadiene inventory bought previously at high price is used up in the past 2 quarters. Now, they are using the cheaper butadiene and thus lower cost.
3. Superlon can pass the cost to customers

Arguments against Superlon's recovery:
1. No clear/accurate data on Butadiene price thus difficult to estimate
2. Expensive butadiene still not used up in still in Superlon's inventory
3. Unable to pass cost to customer
4. Weakening USD may impact Superlon's earning (75% denominated in USD)

Make your choice...

Posted by Lim Wun Pin > 2018-02-19 11:46 | Report Abuse

TP 2.049

Posted by ccmeow > 2018-02-19 13:14 | Report Abuse

csl1991. l like your analysis on superln's production cost . Besides what you mentioned above, I think our strong ringgit also will help to keep the raw material cost down. This morning I just accumulated some at 1.50.
RainT, Your concern on the further decline of the share price is also valid as I guess there are still
some weak holders out there, who are willing to sell their stocks below the purchase prices.KWAP is still holding 16 million shares, let see what happened.

Posted by darkstar > 2018-02-20 15:41 | Report Abuse

Sudden rebound..

Posted by Lim Wun Pin > 2018-02-20 16:24 | Report Abuse

gogogo 反弹了

Posted by Dong Chang Ong > 2018-02-20 17:37 | Report Abuse

Volume a lot. Fund house masuk?

Posted by shpg22 > 2018-02-21 09:11 | Report Abuse

Trap is set to catch more ikan bilis

Posted by godhand > 2018-02-21 09:37 | Report Abuse

theres risk involve buying at this price. set your margin of safety

Posted by Lim Wun Pin > 2018-02-21 09:59 | Report Abuse

爆发了

Posted by darkstar > 2018-02-21 10:14 | Report Abuse

Wah

Posted by Genius88 > 2018-02-21 10:23 | Report Abuse

Any good news?

Posted by Patrick13 > 2018-02-21 11:13 | Report Abuse

Congrats to those collected below RM1.50. Looking forward for the coming QR next month.

Posted by darkstar > 2018-02-21 11:55 | Report Abuse

Congrats also to those who hold even when it dropped further, unshakened.

Posted by Chee Mun > 2018-02-21 14:42 | Report Abuse

Finally our persistence paid off..

Posted by csl1991 > 2018-02-21 15:45 | Report Abuse

What happened to this counter recently? Took steroids already?

Posted by AC Gan > 2018-02-21 16:03 | Report Abuse

Good F/Report coming !!

Posted by smartrade > 2018-02-21 16:07 | Report Abuse

KLCI is in bull mood ,

Posted by Jeff Lee > 2018-02-21 16:46 | Report Abuse

hello, can someone share where to check resin price.TQ.

Posted by Lim Wun Pin > 2018-02-21 18:09 | Report Abuse

果然是爆发股，名不虚传。

Posted by Chen Fook Ming > 2018-02-21 19:27 | Report Abuse

Haha

Posted by RainT > 2018-02-21 20:44 | Report Abuse

Resin price is on uptrend now...

Now resin price is not as cheap as it used to be

Resin price is positive correlated with oil price

Posted by RainT > 2018-02-21 20:45 | Report Abuse

Regretted don't buy in when the price fall in 20% before this..

Always like this, if I buy, sure the share price will drop more, if I don't buy then will sudden re-bound

Posted by RainT > 2018-02-21 20:54 | Report Abuse

I have done my due diligence on Superlon, but just don't hit the buy button due to uncertainty of its coming March result

Really unsure the reasons behind recent shoot up of its share price, maybe :

(1) insider buying due to have information of good coming qtr result
(2) some big funds buying in due to its good prospect
(3) some ppl purposely push the price up with some intention (eg to send false signal)

We the ikan bilis usually will lose out due to information asymmetry.
We get information late, insiders move after few days will out, qtr report out after share price have shoot etc.

I have freak experiences with the counters where the share price shoot up and when qtr result out, actually is bad. So some party purposely push up the price to mislead.
But there are also example that share price shoot up is really due to good qtr result...

Buying into shares in Bursa is partly on our won due diligence plus with luck also...

So is it to late to buy in now at RM1.80???....lets buy and wait and see

Posted by RainT > 2018-02-21 20:57 | Report Abuse

This 02 days share price have shoot up with high volume...

This should be good indication, share price up with high volume

Posted by Chen Fook Ming > 2018-02-21 21:05 | Report Abuse

Need one more green candle to form three white soldier pattern....then only is buy signal

Posted by darkstar > 2018-02-21 21:45 | Report Abuse

Superlon is good for long term investment

Posted by darkstar > 2018-02-21 21:45 | Report Abuse

冯时能冷眼方程式：反向＋成长＋时间＝财富

五项原则：

（１）不要企图去抓时机(Timing)，因为根本没有人知道何时才是最低。

（２）坚守反向策略，在所有人都悲观时，大胆买进股票。

（３）以企业的赚钱能力及资产价值，作为选股标准。

（４）只买五星级股票，作为长期投资。

（５）最好是买股息率比银行定期存款利息高一倍的股票。

Posted by csl1991 > 2018-02-21 22:56 | Report Abuse

@Jeff Lee What does resin has anything to do with Superlon?
@RainT Why did you follow Jeff Lee and talk about resin~~?

Posted by chkhooju > 2018-02-21 22:59 | Report Abuse

Superlpn's business does not involve resins at all.

Posted by darkstar > 2018-02-22 07:53 | Report Abuse

butadiene

Posted by hatson > 2018-02-22 08:27 | Report Abuse

Kesm is a good buy. After the recent AGM, its outlook is very good. It is likely to surge after the next QR announcement.

Posted by Patrick13 > 2018-02-22 09:00 | Report Abuse

@RainT you did not learn from mistake from the past. You worry before you did not do well homework on fundamental analysis.
Pls read and digest what Darkstar shares on the stock selection guidance. It's simple but effective.

Posted by ccmeow > 2018-02-23 14:21 | Report Abuse

I think if raw materials increase, the company can pass the cost to buyers

Posted by Patrick13 > 2018-02-23 18:01 | Report Abuse

You can keep track the GP margin quarter by quarter and you will know how well Superln is able to pass on cost to its customers.

Posted by aidwiz > 2018-02-26 10:13 | Report Abuse

go go superlon!

Posted by maxmax > 2018-02-26 12:02 | Report Abuse

going to fly soon

Posted by darkstar > 2018-02-26 12:49 | Report Abuse

lai lai

Posted by Lim Wun Pin > 2018-02-26 16:19 | Report Abuse

Superln RM 2 is coming.... GOGOGOGO

Posted by fkser > 2018-03-02 20:07 | Report Abuse

SUSA

Posted by csl1991 > 2018-03-09 14:22 | Report Abuse

Thanks for sharing sense maker