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 Traders Kopitiam! V8

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gark
post Sep 21 2015, 12:28 PM

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QUOTE(Boon3 @ Sep 21 2015, 12:21 PM)
Yes....that issue is their own doing. tongue.gif

Having said that...

Supermax earnings was flat...
While Top Glove eps increased to double digits...
...and the stock went from 5+ to 8.5+......
*
Hmm ah boon ada beli glove? brows.gif
Boon3
post Sep 21 2015, 12:32 PM

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QUOTE(gark @ Sep 21 2015, 12:28 PM)
Hmm ah boon ada beli glove?  brows.gif
*
doh.gif

I thought you want to discuss....... tongue.gif


gark
post Sep 21 2015, 01:27 PM

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QUOTE(Boon3 @ Sep 21 2015, 12:32 PM)
doh.gif

I thought you want to discuss....... tongue.gif
*
Ya.. we discuss what you want to buy.. tongue.gif

Hevea... gloves next? brows.gif
tehoice
post Sep 21 2015, 01:30 PM

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glove always a good buy isn't it?
SUSPink Spider
post Sep 21 2015, 01:32 PM

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QUOTE(tehoice @ Sep 21 2015, 01:30 PM)
glove always a good buy isn't it?
*
Condom better tongue.gif
gark
post Sep 21 2015, 01:35 PM

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Another thing to note.. steel prices have dropped 40% over the last year.

Not so good for steel industry.. but good for industry which uses lots of steel...

This is not a buy call, just thinking out loud. tongue.gif

This post has been edited by gark: Sep 21 2015, 01:37 PM
SUSPink Spider
post Sep 21 2015, 01:37 PM

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QUOTE(gark @ Sep 21 2015, 01:35 PM)
Another thing to note.. steel prices have dropped 40% over the last year.

Not so good for steel industry.. but good for industry which uses steel... like CBIP, Boiler Mech etc.. which is trading at low levels..

This is not a buy call, just thinking out loud.  tongue.gif
*
What happened to bottom fishing? rolleyes.gif

CSC Steel...used to be my favourite dividend counter sweat.gif
gark
post Sep 21 2015, 01:39 PM

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QUOTE(Pink Spider @ Sep 21 2015, 01:37 PM)
What happened to bottom fishing? rolleyes.gif

CSC Steel...used to be my favourite dividend counter sweat.gif
*
Looking at how many steel factories have kaputted in Indonesia.. sweat.gif

Now scrap metal people also don't want to come collect.. sweat.gif

Buying steel imported from china is much cheaper than to produce own steel.. whistling.gif

This post has been edited by gark: Sep 21 2015, 01:40 PM
Boon3
post Sep 21 2015, 02:06 PM

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QUOTE(gark @ Sep 21 2015, 01:27 PM)
Ya.. we discuss what you want to buy.. tongue.gif

Hevea... gloves next?  brows.gif
*
doh.gif


Hevea better than gloves.
Particle board outlook is promising. tongue.gif
Boon3
post Sep 21 2015, 02:08 PM

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QUOTE(gark @ Sep 21 2015, 01:39 PM)
Looking at how many steel factories  have kaputted in Indonesia.. sweat.gif

Now scrap metal people also don't want to come collect..  sweat.gif

Buying steel imported from china is much cheaper than to produce own steel..  whistling.gif
*
Overcapacity/oversupply/overstock = .......
Boon3
post Sep 21 2015, 02:11 PM

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QUOTE(tehoice @ Sep 21 2015, 01:30 PM)
glove always a good buy isn't it?
*
My thinking is No....

Overcapacity lead to price wars .....

But now....USD strength is raking in mega profits for them
ShinG3e
post Sep 21 2015, 02:20 PM

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QUOTE(Pink Spider @ Sep 21 2015, 01:32 PM)
Condom better tongue.gif
*
recommend best price for condom/karex flex.gif
SUSPink Spider
post Sep 21 2015, 02:26 PM

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QUOTE(ShinG3e @ Sep 21 2015, 02:20 PM)
recommend best price for condom/karex  flex.gif
*
I'd top up at 3.00
ShinG3e
post Sep 21 2015, 02:27 PM

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QUOTE(Pink Spider @ Sep 21 2015, 02:26 PM)
I'd top up at 3.00
*
bagus laugh.gif
gark
post Sep 21 2015, 02:32 PM

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QUOTE(Boon3 @ Sep 21 2015, 02:06 PM)
doh.gif
Hevea better than gloves.
Particle board outlook is promising. tongue.gif
*
Hmm... price is up > X00% .. already jor.. still got meat meh? hmm.gif

Free cash flow is nice.. like Homer.. tongue.gif

This post has been edited by gark: Sep 21 2015, 02:37 PM
Boon3
post Sep 21 2015, 02:41 PM

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QUOTE(gark @ Sep 21 2015, 02:32 PM)
Hmm... price is up > X00% .. already jor.. still got meat meh?  hmm.gif

Free cash flow is nice.. like Homer..  tongue.gif
*
Particle board boom just started 2 quartets only....

Go check...


gark
post Sep 21 2015, 02:44 PM

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QUOTE(Boon3 @ Sep 21 2015, 02:41 PM)
Particle board boom just started 2 quartets only....

Go check...
*
Yeah .. if they can maintain the profits, it is estimated that they will make 15 cents per share.

At current price of RM 1.20, that's a reasonable PE 8...

But like gloves, good margin in particle board, will create more competition? tongue.gif

Anyway looks interesting.. nod.gif

This post has been edited by gark: Sep 21 2015, 02:46 PM
SUSPink Spider
post Sep 21 2015, 02:59 PM

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QUOTE(gark @ Sep 21 2015, 02:32 PM)
Hmm... price is up > X00% .. already jor.. still got meat meh?  hmm.gif

Free cash flow is nice.. like Homer..  tongue.gif
*
Fokus Lambo? blush.gif
river.sand
post Sep 21 2015, 04:04 PM

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QUOTE(gark @ Sep 21 2015, 11:44 AM)
Winners and losers of USD.. a guide of those who loves USD..  brows.gif
» Click to show Spoiler - click again to hide... «

Ok, now discuss!  tongue.gif
*
O&G are winrar hmm.gif
But waek ringgit is caused by depressed oil price (plus bijan's scandal), difficult to say lah...
tehoice
post Sep 21 2015, 05:42 PM

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QUOTE(Pink Spider @ Sep 21 2015, 01:32 PM)
Condom better tongue.gif
*
no doubt condom is good, made of rubber also....... hahaha..... but both are used differently mah....

QUOTE(Boon3 @ Sep 21 2015, 02:11 PM)
My thinking is No....

Overcapacity lead to price wars .....

But now....USD strength is raking in mega profits for them
*
why ar? the demand for such gloves will only be on the rise, the people are more and more health/safety conscious which makes the demand higher and with the USD conversion, these companies are able to make extraordinary profits.....

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