if reading the quarterly report, 3 key things from the company (1) optimistic outlook, (2) Improve efficiency and reduce under utilization (3) increase in export sales
Doesn't matter control item or not, it is the sole company who commodities sugar in MY, from past one year I can see they have intention and great effort put in like kick out sucks CEO and management etc, operate this counter in the mind set of turn around company instead of growing company for short term, then you will not miss the boat
Ambank increased the target price by 114% from 0.56 to 1.20. if the next quarter result is good, the share price easily hit RM2. base on the current sugar commodity price up 20% from Dec 2020, the coming quarter result would be superb
With politic power struggles and uncertainties plus looming election...either side will keep this control item sugar under capped. How will that deal with its profit margin in the foreseeable future?
copy the summary again for you if reading the quarterly report, 3 key things from the company (1) optimistic outlook, (2) Improve efficiency and reduce under utilization (3) increase in export sales
simple as that improve the under utilization of the capacity and use it for export, export sugar commodity price now is very high. Similar like other commodity counters i.e.steel counters, all steel counters price double up aldy. but this counter is the most undervalue and the price is still so low
Annjoo price increased more than double to rm2.50 but earning not reported. this counter reported good earning and future earning visibility but price so low.
Diabetic rate in Malaysia is highest among ASEAN...locals also tend to reduce sugar intake. Don't u always hear ppl ordering drinks with "kurang manis" nowadays?
inmagine last time under utilized the capacity, now just improve the capacity and export it with good price with min incremental cost as most of the cost are sunk cost.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Firefighter
80 posts
Posted by Firefighter > 2021-02-26 09:13 | Report Abuse
right before closing