BWC
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 Aug 4 2020, 01:55 PM
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All Stars
15,942 posts Joined: Jun 2008 
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QUOTE(Coup De Grace @ Aug 4 2020, 01:22 PM) U mentioned Kenanga expecting 380m per quarter? an annualised quarterly profit of 382 million per quarter IF based on their FY21estimates but as said, they did not used FY21e but they instead used Calendar year 21e  |
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Aug 4 2020, 02:11 PM
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Junior Member
284 posts Joined: Nov 2016
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QUOTE(Boon3 @ Aug 4 2020, 01:55 PM) an annualised quarterly profit of 382 million per quarter IF based on their FY21estimates What i read in i3:but as said, they did not used FY21e but they instead used Calendar year 21e QUOTE Today's result is for Q1 FY2021. Kenanga forecast for 2021 is 1200m while CIMB forecast is 1500m. If you divide that by 4 quarters evenly that's around 300m and 375m. But if you factor in that most of the higher ASP will come in during the later quarters and the CEO's remarks that they can only cater to new customers (spot) in 9 months time, then we may very well have a cheap sale tomorrow. |
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Aug 4 2020, 02:14 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 02:11 PM) What i read in i3: Oiii....mana rotan la.....Dun read i3 laaaa....  I actually did attached the full Kenanga report the other day....  |
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Aug 4 2020, 02:30 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 02:11 PM) What i read in i3: Find the attachment or not?#2574 la  See their fy21e is 1528.3 million. But they did not use this number...   they used CY21e ..... which is not written there... got to count own self ... So this scientist estimate eps for those quarters is 51.8 sen. In their table, had Harta number of shares at 3,380 million shares. Therefor, the estimate profits is 1750 million! Which works out on average a profit of 437.5 million per quarter. |
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Aug 4 2020, 02:33 PM
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Junior Member
284 posts Joined: Nov 2016
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QUOTE(Boon3 @ Aug 4 2020, 02:30 PM) Find the attachment or not? 50% below expectation#2574 la See their fy21e is 1528.3 million. But they did not use this number... they used CY21e ..... which is not written there... got to count own self ... So this scientist estimate eps for those quarters is 51.8 sen. In their table, had Harta number of shares at 3,380 million shares. Therefor, the estimate profits is 1750 million! Which works out on average a profit of 437.5 million per quarter. Red waterfall now. |
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Aug 4 2020, 02:40 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 02:33 PM) 50% below expectation ...but the scientists did leave themselves with an escape hatch wo...Red waterfall now. their TP is based on CY21e numbers... this Q is only fy21 Q1 number... this number not included in their TP... so all is okay LOL! jk la |
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Aug 4 2020, 02:45 PM
Show posts by this member only | IPv6 | Post
#2607
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Junior Member
284 posts Joined: Nov 2016
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QUOTE(Boon3 @ Aug 4 2020, 02:40 PM) ...but the scientists did leave themselves with an escape hatch wo... If like that, likely will be like this:their TP is based on CY21e numbers... this Q is only fy21 Q1 number... this number not included in their TP... so all is okay LOL! jk la CY21Q1 300m CY21Q2 400m CY21Q3 500m CY21Q4 600m |
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Aug 4 2020, 02:49 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 02:45 PM) If like that, likely will be like this: CY21Q1 reported already mah... 219 million CY21Q1 300m CY21Q2 400m CY21Q3 500m CY21Q4 600m But yeah....you are hired  |
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Aug 4 2020, 02:57 PM
Show posts by this member only | IPv6 | Post
#2609
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Junior Member
284 posts Joined: Nov 2016
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QUOTE(Boon3 @ Aug 4 2020, 02:49 PM) CY21Q1 reported already mah... 219 million So profit less by 27% compared to projected profit by scientist cdg.But yeah....you are hired |
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Aug 4 2020, 06:34 PM
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Senior Member
8,650 posts Joined: Sep 2005 From: lolyat 
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QUOTE(Boon3 @ Aug 4 2020, 02:30 PM) Find the attachment or not? Really crazy lah these IB, market cap sudah close to 70bil for Harta. U think they are able to earn 3bil per year? (750mil per quarter)#2574 la See their fy21e is 1528.3 million. But they did not use this number... they used CY21e ..... which is not written there... got to count own self ... So this scientist estimate eps for those quarters is 51.8 sen. In their table, had Harta number of shares at 3,380 million shares. Therefor, the estimate profits is 1750 million! Which works out on average a profit of 437.5 million per quarter. But Harta has a bunch of loyal customer with them, i really doubt Harta can increase price drastically like the others. |
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Aug 4 2020, 06:53 PM
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All Stars
24,448 posts Joined: Nov 2010
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boon taikor,
here's something to irritate u...! QUOTE Now I believe Affin Hwang Capital Research analyst Mr Ng Chi Hoong’s Rm 100 as Top Glove’s target price. https://klse.i3investor.com/blogs/koonyewyi...oon_Yew_Yin.jsp |
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Aug 4 2020, 07:46 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(yhtan @ Aug 4 2020, 06:34 PM) Really crazy lah these IB, market cap sudah close to 70bil for Harta. U think they are able to earn 3bil per year? (750mil per quarter) Using pe multiple of 43xBut Harta has a bunch of loyal customer with them, i really doubt Harta can increase price drastically like the others. |
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Aug 4 2020, 07:49 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(AVFAN @ Aug 4 2020, 06:53 PM) boon taikor, Jahat lu... where the rotan? here's something to irritate u...! I am not clicking on that link...  |
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Aug 4 2020, 08:50 PM
Show posts by this member only | IPv6 | Post
#2614
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Junior Member
143 posts Joined: Jul 2015
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Anyone got stock market group that I can join?
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Aug 4 2020, 09:10 PM
Show posts by this member only | IPv6 | Post
#2615
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Junior Member
284 posts Joined: Nov 2016
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QUOTE(Boon3 @ Aug 4 2020, 07:49 PM) Jahat lu... where the rotan? He predicted profit for 4thQ for topmen is RM 591 millionI am not clicking on that link... After the quarter after 777m And then 981m This post has been edited by Coup De Grace: Aug 4 2020, 09:16 PM |
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Aug 5 2020, 08:36 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 09:10 PM) He predicted profit for 4thQ for topmen is RM 591 million seeing but not reading your post ......................... After the quarter after 777m And then 981m  |
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Aug 5 2020, 08:58 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Coup De Grace @ Aug 4 2020, 09:10 PM)  Lemme divert attention ..... ah..... look see....   and the very important stupid vs clever ...  comeon ..... don't lemme down ... |
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Aug 5 2020, 09:05 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Boon3 @ Aug 5 2020, 08:58 AM) still not see ..... Oii Oiii ... not a bloody tipsy mate... just a rooting for si bodoh ..... Lemme divert attention ..... ah..... look see.... and the very important stupid vs clever ... comeon ..... don't lemme down ... |
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Aug 5 2020, 09:15 AM
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All Stars
15,942 posts Joined: Jun 2008
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Ah ... for AU lovers ....
The last bull for AU happened about 10+ years ago .....  |
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Aug 5 2020, 09:38 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(ChAOoz @ Aug 4 2020, 01:13 PM) Result out. Aint no Topglove. Saw CIMB .....Let see how fellow analyst gonna write for this one. QUOTE 1QFY21 core net profit (+133% yoy) beats expectations, in our view 1QFY3/21 core net profit came in at RM219.7m (+133.6% yoy), making up 14.3% of our and 16.3% of Bloomberg’s FY3/21F forecasts. We deem this to be above expectations, thanks to higher-than-expected increase in ASPs which will be reflected in upcoming quarters. LOL! .... see ..... waiting for Kenanga and CIMB also uses CY21E ..... waaa.... is that the GOLD STANDARD for these buggers? |
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