QUOTE(Boon3 @ Aug 24 2017, 09:04 AM)
I thought Superlon is very strong with their aircond insulator hoses....
In which majority is export especially to vietnam/middle east.. consider export company also right? 
BWC
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 Aug 24 2017, 09:15 AM
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#101
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... 
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Aug 24 2017, 01:36 PM
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#102
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(johnnyzai89 @ Aug 24 2017, 09:23 AM) earning USD also although exporting to those countries? Yes mostly in USD, because raw materials cost also in USD.Almost the same as gloves PE now at near 19,...  This post has been edited by gark: Aug 24 2017, 01:38 PM |
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Aug 24 2017, 01:38 PM
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#103
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(lowya @ Aug 24 2017, 10:46 AM) Only problem: Not much value plays out there now.. Debt/Cash = 4.2 Current ratio = 1.45 Profit margin not impressive.  Margins is expected due to trading business. The profits will come from margin expansion. Debt and cash is not worrying for me as long as their profits can service the interest. Well, not a recom to buy anyway.. see if can dig out more interesting companies.. This post has been edited by gark: Aug 24 2017, 01:39 PM |
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Aug 29 2017, 01:34 PM
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#104
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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Sold OKA, QR results shows lower margin & poorer results.
Decided to take profit, 2X% good enough for now. Continue to hold Superln, scicom, comfort & pwroot Where to deploy the capital next?  This post has been edited by gark: Aug 29 2017, 01:36 PM |
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Aug 29 2017, 06:01 PM
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#105
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 29 2017, 05:30 PM) need directions? Haha pwroot also just report poor numbers.. have to hold for dividends looks like it. » Click to show Spoiler - click again to hide... «  |
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Aug 30 2017, 09:30 AM
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#106
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 08:41 AM)   This post has been edited by gark: Aug 30 2017, 09:30 AM |
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Aug 30 2017, 09:38 AM
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#107
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 08:59 AM) Poweroot.... no much power.... Haha after the 3 month continuous selldown.. hopefully they have run out of steam...  Last Q is poorer due to higher raw materials and promotional cost.. raw materials peaked at end of 2016 until early 2017. For raw materials.. I was expecting a better Q since the raw materials is lower, but it seems raw material lead time was longer, so it is a big impact on QR. A bad miscalculation, on the bet on raw material prices... We now see sugar & coffee price have since come down substantially... https://tradingeconomics.com/commodity/coffee https://tradingeconomics.com/commodity/sugar Savings grace is higher sales.. This post has been edited by gark: Aug 30 2017, 09:40 AM |
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Aug 30 2017, 09:41 AM
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#108
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 08:54 AM) I just looked at it... Haha.. ok lah.. already gained quite a bit from purchase on early of the year..  If I have this one... perhaps I would have taken a risk and continue to sit on it.....................   |
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Aug 30 2017, 10:04 AM
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#109
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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Bought Alcom... hopefully correct timing on material prices this time
https://www.lme.com/Metals/Non-ferrous/Aluminium#tabIndex=2 oh if you looking at chart the gap down is 20.5 sen capital repayment This post has been edited by gark: Aug 30 2017, 10:12 AM |
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Aug 30 2017, 10:06 AM
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#110
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 10:03 AM) eh? upgrade ka? not 1.20 ah? Dunno, leh.. the recent jump looks scary..normally I would not just set a price like this. instead I would watch the consolidation and see how the price settles.... strange .... u rather aim low for this one and not Proot.. U know me wat.. if stock come down,... i like, if jump up, I scared. I might 'raise' my buying price later..  This post has been edited by gark: Aug 30 2017, 10:10 AM |
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Aug 30 2017, 10:09 AM
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#111
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 10:06 AM) I do remember our past chat on OKA and your profits... ...still I would have sit tight and ride it out.... The new east coast rail.. will use s**t los of precast..  |
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Aug 30 2017, 10:15 AM
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#112
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Aug 30 2017, 10:13 AM) Unker! Haha long time no see u.. u disappear mana?  Long time no sea~ |
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Aug 30 2017, 10:19 AM
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#113
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Aug 30 2017, 10:17 AM) Mabuk...baru bangun Your portfolio become mini already.. what happen.  Luckily my portfolio good for sleepers like me. Doing well Need money to marry vietmoi ah? |
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Aug 30 2017, 10:53 AM
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#114
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(johnnyzai89 @ Aug 30 2017, 10:47 AM) Ah boon, Ah Gark, latitud ... sales coming down, profit coming down, margin coming down... no a pretty picture. USD is a big factor also more competition in furniture and wood now..everyone wants a piece of the pie. And shark KYY is inside.. cannot play. Can comment on Latitud and PPHB ah?  I'm waiting for Orna also heehee.. but seems like selling has stopped.. for now... PPHB ..sales up, profit down a bit, margins still ok... neutral. |
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Aug 30 2017, 11:12 AM
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#115
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 11:08 AM) The furniture theme is history already lo. Furniture theme - historyThe 'big money' ( ie multi baggers) gone already la... PPHB? Not worth watching if you ask me.  Export theme - history Semiconductor theme - signs of weakness Rubber theme - signs of weakness So what new theme there is? Metal theme? |
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Aug 30 2017, 11:20 AM
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#116
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Aug 30 2017, 11:17 AM) Drive and put your money into my bank That one confirm 100% loss.. |
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Sep 13 2017, 09:32 AM
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#117
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Sep 13 2017, 09:09 AM) 7 early 8 early I got SMS saying to buy.... from Kenanga. Lol which one? Orna.. not much change.and now... boom boom pow! LOL! or.. Pwroot.. still keep.. Going up higher on low volume.. seems weak.. maybe run out of sellers already  The 'kicker' is they announce higher divvy.. This post has been edited by gark: Sep 13 2017, 09:34 AM |
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Sep 13 2017, 09:53 AM
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#118
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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I think KYY is finally senile liao...buying 86 million shares of a red chip company that is suspended and cannot issue 3Q accounts.. and call others to buy.. still believe its NTA of 1.90.
https://klse.i3investor.com/blogs/happyinvest/131575.jsp He claim his all in cost is 6.85 cents .. but someone made a calculation.. it appears his cost is so much higher.. QUOTE As at 30 Sep 2016 (Annual Report 2016) he owned ard 47.5M shares (under his name, YSP, KZY etc) or 9.8% shares while as at 20 Oct 2015 (Annual Report 2015) he owned ard 14.2% shares or 48M shares. Thus his shareholdings is quite consistent at RM48M+ during last 2 years. I think his average cost shall be ard RM0.70-RM0.80 for this batch(his first entry price in 2014/2015 was at least Rm1.50+) He claimed he bought a large batch of 50.5M shares at 3.5 cents before the shares suspended in June 2017 and now is holding ard 86.9M. Ok maybe he sold 10M+ shares earlier (thus reducing from 48M to 36.4M), still his average cost shall be as follows: 1) Old batch of 36.4M at Rm0.70 to Rm0.80 (ard Rm25.48M to Rm29.12M) 2) New batch of 50.5M at Rm0.035 (RM1.7675M) So total shall be ard Rm27.2475M to Rm30.8875M Divided by 86.9M shares, his average cost shall be ard RM0.3135 to RM0.355 |
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Sep 13 2017, 09:56 AM
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#119
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Sep 13 2017, 09:47 AM) their sms read: recommend to buy Pwroot. Recent price drops & export growth leads to rm2.70. TP>30% upside. High Fy18E dvd yld of 5.9% This kenanga simply shoot.. go see announcement.. got 4 cents divvy ex 18 Sept... apa no dividend? I go see their research... First para That's the first para. 1Q already 48% below estimates. => This goes to say that either Pwroot performance was so bad or their estimate was so terribly rocket. No divi announced, which was also a miss ==> *rolleyes* Note their TP of 2.70 is much lower than their previous tp of 2.90. (they gave this TP in May) So Ah Gark kor kor... lemme get this korek.... Pwroot miss their estimates by 48% (almost half hor), disappointed with no dividends, so they decided to lower the tp from 2.90 to 2.70 (liddis is call... err... downgrade yes?) korek so far? but then.... since Pwroot price already drop so much.... this NOW EQUATES that Pwroot is a buy... since the tp is more than 30%.... errr.... korek, korek? YES??  1Q was bad, I admit it.. raw material cost eat up 2-3 mil and 'marketting' activities took another 2 mil or so. Sales did increase YOY.. |
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Sep 13 2017, 03:16 PM
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#120
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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