KLK, UP, BKawan, CBIP, Kfima, KM loong .. u picklah.

This post has been edited by gark: Mar 30 2016, 02:22 PM

OKOK balik buat homework dulu

WHY U NO MENTION TAANN???

This post has been edited by Pink Spider: Mar 30 2016, 02:26 PM

That list is just of my mind one... not familiar with Ta Ann

The terms of the contracts entered may play a crucial role on what happens to their results, as I believe they do natural hedge n nothing on cash flow or forward hedges.

I think they are also dependent on how many toners are consumed n whether their toners will be rendered obsolete with change in tech.

I can't find their role or contribution in 3d printing. Hmmmm
A bit weird they don't have any US operations also.

They don't do 3d printing, only toner for photocopy machine and laserjet. They sell to OEM suppliers (original cartridge) and those cheapo 're-fill' ones.

I think their US operations closed down already. China will be next. They now export from MY plant. They are still Asia's largest toner manufacturer.

Dont know if this is a sunset industry?

This post has been edited by gark: Mar 30 2016, 02:36 PM

Chin Well semakin hopeless

Should I sell and move elsewhere...
What is lost is lost, not looking for "recovery" whatsoever...

But I think current price is "fair" lar...not expensive not cheap

RHB Research wrote n presented on Jadi recently. TP 15c.

Jadi bought a UK comp to help with distribution to Europe.
I think the first two quarters for FY16 shud still be profitable n decent since USD has been hovering above Rm4 plus for quite a while.

Sunset industry matters not on the ST.

Yar.. saw the RHB report too.

From last Q, PAT is 0.5 sen, but if exclude forex loss, PAT is actually 1 sen, FCF is about 2 sen..

If this can continue for next few Q, then 15 sen TP might be reasonable.

But I still waiting ...

This post has been edited by gark: Mar 30 2016, 03:07 PM

I thought the Div and DY if consider TTM shud be quite good right?
Most major exporters... facing the same chart situation as chinwel. There are people speculating there is a descending triangle which is potentially very bad. But hey, no one can predict accurately what will happen next.

What's your average price now? U confident to recoup your losses n more if u sell now?

At times like this, i will relook if worth investing for a longer term n increase my holding n average down the cost IF the stock is fundamentally sound with good mgmt n prospects.

From recent low to current price = increase by 140 plus % d.
I was thinking if dip below to 9c below then yum yum haha.
KIV first this counter.

This post has been edited by TC-Titan: Mar 30 2016, 03:22 PM

Lost 20% capital liao

If you really need to....
Then can consider selling your earlier holdings, which I recall u bought at around 1.35+. Reinvest in other better prospective stocks.
The later holdings, which I think u bought at around 2.10++ put on hold and see how the story unfolds later before deciding the next course.

The issue would be... if your 2nd batch of holdings is heaver (more) than your 1st batch. Then averaging down could be a painful.

If 1.35 I run already lo

1.95 la

Later rebound back then you're gg d.

Anyone interested in BAT? Almost 6% DY

Bat factory going to tutup kedai, MSS all employees by end 2016. Become trading kompeni..import ciggy from Indon and sell locally.. Think they want to challenge the 'lanuns'

This post has been edited by gark: Mar 30 2016, 04:55 PM

Busy busy day...

Sold BWPT, @ 4X% gain
Sold SRIL, @ 1X% gain..
Bought ROTI, @ 12XX

In long run should be good. Operation cost in indonesia is cheaper and market is bigger there. PM did that long time back.

Hmmm I thought their revenue and profits are declining thanks to Vapors and levies from govt?
Chart seems to be downtrending too.

If your sole purpose is for the div in the long run, then can just buy now and collect more when the price is down.

Busy kaching kaching kaching!