Posted by MonkeyBusiness > 2016-08-04 18:59 | Report Abuse

i guess the price was already adjusted on 28 Jun, am I right?

Posted by Invest1188 > 2016-08-04 22:03 | Report Abuse

Results not bad, dividend is actuslly higher cos is 4 cents for higher number of shares after rights

Posted by bluefun > 2016-08-04 22:15 | Report Abuse

Tien Wah(7374) - 一切如计划进行，想大赢恳请耐性

http://klse.i3investor.com/blogs/bluefun/101463.jsp

Posted by newbird33 > 2016-08-05 00:17 | Report Abuse

"The aforesaid had effectively mitigated the adverse change in pricing of some products to a major customer. "
Be careful, people change in pricing is up, they change pricing is adverse change, meaning selling cheaper now.

Posted by johnmasino > 2016-08-05 01:47 | Report Abuse

Caution! Listing of rights issue is next Tuesday..expect major selldown from those who got shares at RM1.00 via rights issue..

Posted by iamsoonoob > 2016-08-05 03:43 | Report Abuse

have the right shares already listed or not??????

Posted by iamsoonoob > 2016-08-05 03:45 | Report Abuse

and has the current price 1.6 already adjusted or not?

Posted by ch > 2016-08-05 09:25 | Report Abuse

The price already adjusted on 28/June/2016.

Posted by riskabsorber > 2016-08-05 10:00 | Report Abuse

TW is given the opportunity for LTAT to sell the rest at higher price. Very smart they put the dividend ex date at end of September. Coincidentally, the renewal of contract should be around that period of time.

Posted by Invest1188 > 2016-08-05 13:16 | Report Abuse

I have confidence with tien wah

Posted by VenFx > 2016-08-05 18:57 | Report Abuse

Wow, lucrative Div. payout .

Posted by CDYS > 2016-08-05 22:20 | Report Abuse

what a best price can be to enter ?

Posted by Invest1188 > 2016-08-06 09:43 | Report Abuse

now is still cheap cheap

Posted by CDYS > 2016-08-06 15:47 | Report Abuse

What the TP ?

Posted by riskabsorber > 2016-08-08 19:25 | Report Abuse

Good management, only subscribe additional 779,310 shares.

Posted by firehawk > 2016-08-09 10:02 | Report Abuse

look at the chart ... i found that, it was pushed up in last Nov and then the distribution happening ..... anybody here can tell what caused the price up so much in last Nov?

Posted by Kensington > 2016-08-09 10:07 | Report Abuse

Sorry, don't agree. This director was 100% successful in his excess share application. That leaves behind 248,953 excess shares (1,028,263 - 779,310) for the rest of the shareholders, including you and me.

Posted by Kensington > 2016-08-09 10:34 | Report Abuse

Oops, I must have missed that out. Thanks for pointing out.

Posted by riskabsorber > 2016-08-09 10:36 | Report Abuse

Refers to the circular for shareholders during the right issue subscription. They had mentioned the rights will be allocated by the basis below.

1) to minimise the incidence of odd lots;

2) on a pro-rata basis and in board lot to our Entitled Shareholders who have applied for the Excess Rights Shares, calculated based on their respective shareholdings as at the Entitlement Date;

3) on a pro-rata basis and in board lot to our Entitled Shareholders who have applied for the Excess Rights Shares, calculated based on the quantum of their respective Excess Rights Shares applied for; and

4) on a pro-rata basis and in board lot to the renouncee(s)/transferee(s) (if applicable) who have applied for the Excess Rights Shares, calculated based on the quantum of their respective Excess Rights Shares applied for.

They have mentioned in advance on the basis to allocate to significant shareholders, then only to minority shareholders. They can even take up all 1mil unwanted shares from LTAT.

Posted by warrantKing > 2016-08-09 11:07 | Report Abuse

This company has written off RM12,419,000 in first six month , or equivalent to 8sen per share.
This mean its real EPS actually is higher ???

Posted by riskabsorber > 2016-08-09 11:35 | Report Abuse

Asset written off is unavoidable. TW has transferred old assets to Dubai's new plant.

Posted by moneySIFU > 2016-08-09 23:47 | Report Abuse

Bought at RM1.62 in small scale, not bad

Posted by riskabsorber > 2016-08-10 09:42 | Report Abuse

The management like to give sweet and poison. Few days ago had announced good result. Yesterday again announced that will have to retrenchment and costs RM12.9 mil. The situation is similar with last financial year end period. Very good result and declared 14sen dividend but the next day said right issue. Really kind of manipulating our emotions.

Posted by Patrick13 > 2016-08-10 09:44 | Report Abuse

http://www.thestar.com.my/business/business-news/2016/08/09/ttien-wah-revamps-production-footprint-and-downsizes-australian-staff/

Posted by bursa36 > 2016-08-10 10:14 | Report Abuse

It expects to incur a cost of approximately A$4.2 million (about RM12.9 million) for the exercise, which will result in savings -- in terms of salaries and wages -- of about A$500,000 (RM1.5 million) this year, with subsequent annual savings of salaries and wages of about A$3.1 million (RM9.5 million).

Posted by WeaponX > 2016-08-10 21:00 | Report Abuse

To mention sweet & poison simply shows u r deeply affected by emotions.. the retrenchment exercise is in actual fact a positive move to streamline costs & reduce redundancies. Market environment these days r not juz about profit n revenue but good costs management is the key to survival also.

Posted by DavePower > 2016-08-10 21:06 | Report Abuse

Fully agreed on the right cost savings move! Pay fat 14 dividend also complain, no dividend also complain. Then better buy Public Bank n go sleep better la..denggg

Posted by Joblessrich > 2016-08-07 21:34 | Report Abuse

I agreed with WeaponX. The right sizing is a correct move. Short term pain, long term gain.

Posted by Kenz > 2016-08-07 22:09 | Report Abuse

Kitchen sinking is good so can start fresh with no uncertainty moving forward.

Posted by Invest1188 > 2016-08-18 20:55 | Report Abuse

Still no news on contract extension very bad,

Posted by WeaponX > 2016-08-08 17:46 | Report Abuse

i wonder where is YiStock who made the famous blog titled 'Tien Wah - RM 1 to RM 3 Gain' ??

Posted by YiStock > 2016-08-31 19:15 | Report Abuse

Anything i can help?

Posted by WeaponX > 2016-08-08 18:07 | Report Abuse

Any latest insights/ thoughts on this counter? i think most of us got trapped now even after the rights issue

Posted by YiStock > 2016-08-31 19:46 | Report Abuse

Refer article 3, 4 & 5. Also bluefun articles.

Posted by Joblessrich > 2016-09-02 23:24 | Report Abuse

Anyone here has insider info of whether TienWah Press managed to get the Contract extension from BAT ? Or have they lost it ?

Posted by WeaponX > 2016-09-05 22:10 | Report Abuse

if only u took heed & effort to read the latest annual report, u'll know that TW management has already long mitigated the risk of this contract extension by venturing into several other overseas markets.. fear is for the ignorant

Posted by younginvestor92 > 2016-09-07 12:37 | Report Abuse

really thinking hard on this counter :D

Posted by Benjamin_8888 > 2016-09-07 20:57 | Report Abuse

Let's wait and see, money hard to earn

Posted by Jimstock > 2016-09-20 07:27 | Report Abuse

My guess that TWP already secured the 3 yr contract. If not why price reduction for BAT last Qtr?
The worst scenario the volume may reduce not more than 10%. Twp is building new factory in indonesia in my opinion this is part of the deal with BAT for the extension.

Posted by Jimstock > 2016-09-20 07:32 | Report Abuse

In indonesia only 2 mnc customer BAT and PMORRIS. It takes time to get into Pmorris. So if the factory not for BAT then for who. No nody...forget about gudang garam and sampoerna those local big cig manufacturer they hv their own printing shop

Posted by hh488 > 2016-09-20 10:17 | Report Abuse

I recently rec'd my excess application money back fully & not even 100 shares alloted despite applying alot excess :( How come? Did anyone of you applied excess & got alloted some? Pls share. Thank you.

Posted by Kays > 2016-09-20 12:13 | Report Abuse

Thanks for the input, Jim

Posted by riskabsorber > 2016-09-21 10:26 | Report Abuse

Looks like only 2 possibilities, either lose the contract or renew at unfavorable terms for TW. I will prefer the lose the contract if really press down the price by BAT, then they have more capacity to source for other customers than only BAT.

Posted by Jimstock > 2016-09-21 12:58 | Report Abuse

It will be the second scenario, contract remain with lower price and follow bat to indon. But i believe the new vventure to dubai will catch up all and bring twp to new height 2-3 yr from now.

Posted by kakashit > 2016-09-23 12:35 | Report Abuse

天华正在逆流而上

Posted by bluefun > 2016-09-23 13:29 | Report Abuse

天華兄，告別熊，往北沖，熱烘烘。

Patience to win big, kikiki :)

Posted by Kays > 2016-09-23 16:38 | Report Abuse

Shhhh, don't disturb the bull, let it move forward. :P

Posted by dompeilee > 2016-09-23 17:04 | Report Abuse

The ONLY rights issue I have ever subscribed to in my two decade investing career...and I'm so glad I DID :D

Posted by Kenz > 2016-09-23 17:24 | Report Abuse

Moving up quietly but surely with confident...up up

Posted by Francisco García Paramés > 2016-09-25 13:02 | Report Abuse

Chart looks not bad ... Can go a long journey with minimum downside .. Hmmmmm