On a yoy basis, Karex’s cost has been steadily increasing as the raw materials associated with oil prices has seen a steady increase over the years. Silicon, which is a condom’s main raw material, has seen an increase from USD2.50 per kg to USD7.00 per kg over the past 3 years. With the various factors causing currency fluctuations, expect earnings to remain weak in the next quarter..
it is embarrassing because it is listed in its home country and the price never reflect the real market value and potential..it would have been different if it is listed in SGX or HKex
optimusprimeXV what talking you? KLSE already overvalue this stock la. 1. Owner wife are selling down her holdings 2. High PE surrounding by high material cost environment 3. Analyst all got lower TP btw 40-60 cents. Sgx hkex go there listing lagi worse, hkex now in the middle of trade war battle field. The only place will give premium PE is US market, other exchange, don't expect it can price high high.
And condom business is vry easy business to analyse and give fairly accurate valuation, those analysts are quite similar when they valuate karex, just diff party give diff PE expectation.
Buying at this price, you are not buying cheap, tbh.
Shame that the price is traded so high. If in SGX sure below 0.40. Shame on u KAREX. Stop manipulating !!! The thing with condom faktory is even tho KAREX is the largest manufacturer, there are dozen more faktory with similar capacity in the world. Nothing to be shout about.
@TheMiddle....the unsolved issue is how to increase revenue after spend a lot to bought new company to launch & promote own product.The answer is....god only knows!
i think ceo is too confident, too innovative & too foresight. The One condom product has high capex! Each sales of One condom must cover the loss by a few of durex sales! How could be? Promotion tactic harm badly to overall profit. It can lower the profit of One but cannot decrease profit of durex segment. The cash & bank balance is left 48 million from 130 million. Let's see how much cash in hand after one year if Ones promotion tactic unchanged.
i think company has bright future, I will start using their condom (but my gf dw me to use condom == , and if I use condom sure very high cost for me for 5 times per week == ), but normal people will buy durex because of the brand, everyone just want to be safe right ? later use their condom suddenly kena baby then how ? so the company must build a very nice brand name then sure can profit every year ady
Japan Av all teach us spread inside..or spread outside...make condom sales no good..now girl all eat pil,within 72hour..somemore chicken all use cheap cheap condom
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....
optimusprimeXV
1,104 posts
Posted by optimusprimeXV > 2018-09-27 14:57 | Report Abuse
still got so many wearing dom dom wakakaka