1st Q EPS hit historical high and no exceptional item, price up just matter of time.

Earlier this month, someone shared that ASP hit record high in Oct. Profit should be much better in final Q. Omicron reinforced demand for plastic materials.

Heavy selling not expected in view of pending dividend

Price should improve today in line with US mkt

Demand for plastic materials is reinforced by Omicron.

1st Q EPS 12 sen is better than expectation. Entering fiscal yr 2022, impact of stamp duty will continue to bring down earnings. Unless uncle QLC decides otherwise, price downtrend is unavoidable!

Reinvested dividend received today

With so many subsidiaries spread all over the world and majority of directors in their 70s, managing the businesses is real tough and challenging for the CEO. The present price level aptly reflect its value.

Could have done better. Mgt have shown they do not know what to do with the surplus cash other placing in bank at less than 1% interest. Also fail to consider the diminishing ringgit vs other currencies.

1 sen dividend, equivalent to 2 sen prior to bonus issue, finally announced. But will this help in defending price downtrend?

All top glove makers should make joint statement. Mere announcement on lowering production until labour issues are resolved will bring down prices of raw materials and drive up prices of finished goods. No point keep pushing production at low margin or no margin.

Glove manufacturers should form an association to defend their interests. When countries like usa, uk, canada targeted any one member, all members should stop export yo these countries. Their tactics now is targeting glove makers one at a time. It was Topglove, then Supermcx...etc

Titan3322. Pls differentiate between ex date and pmt date other than announcement date.

Another poor QR without dividend.

Price not moving because people dont put money where the mouth is.

On 3/12/2021 after 8am.

140 million is about 6.2 sen EPS. So, another 3.5 sen dividend can be expected?

China's GDP very strong but still below mkt expectation. USA's GDP very low but may still be above expectation.

Expectation is not linked to performance of peers. You can be the best student in class but the scores in various subjects can still below expectation of parents or teachers.

Date of SnP in 2021. Therefore cannot escape RPGT.

Expected dividend 25sen will only be paid around June next year, after AGM.

Dividend payout below expectation

Those who also want to enjoy the fruits of land appreciation should examine the dates of last valuation. Some of these lands were stated at valuations more than 25 years ago. The other alternative is to hold the shares very long term.

Plantation land can be leasehold or freehold. Location can be in the west coast of Pen malaysia, Sabah, Sarawak, Indonesia. If you look for land appreciation other than dividend yield, go for those with significant freehold land in pen malaysia.

All debates,if you can call them so, will come to an end when Q3 results are out. Maybank Kim End did support buying in Bplnt lately. I just topped up.

Warrant price on first day trading should be around 10 sen. Much depends on the price of Mobilia on 15/11. Hopefully, price can hit 30 sen to support price of warrant upward.

Aemulus, NTA 19 sen, PRICE RM1.16
QES, NTA 15 sen, PRICE 77.5 sen
FPGROUP, NTA 18sen, PRICE 75.5 sen
SCOPE, NTA 16.5 sen, PRICE 46 sen?
Is Scope still under valued?

0123456789. So easy to remember

Finally ex dividend. Tomorrow 2.50?

Price recovery on path. Warrant trading should start within November.

Fundamental value + time premium = Price of Warrant. FM = mkt price - exercise price = 46sen - 30sen= 16sen. Time premium for 3 years about 10 sen. Total about 26 sen. Mkt price fluctuates and should be lower exdate bonus of warrant. If mkt price adjusted to 40 sen ex bonus, then price of warrant 20 sen. Much depends on how mkt look at the future potential of Scope.

3days passed since issuance of bonus shares. Obviously, plenty of shares for sale. Who want to push up prices so that seller make more profit?

Germany Tesla is to produce 500,000 cars per year. Not sure whether Genetic has a role. Anyone?

I thought tax write back like the case of HLC applies. Thanks anyway

Output in Q3 higher than Q2 by about 12.5%.ASP also higher by at least 5%. Some of the expenses are fixed regardless of revenue growth. GST refund 37 million. These are bases of estimated profit of RM100 million.

Estimated profit after tax for Q3 RM100 million which include GST refund. Expect dividend 2.5 sen minimum.

Estimated EPS 10 SEN for 1st Q 2022

Should dip below 7 by the time 1st QR 2022 is out

The exceptional and non recurring item was 46.5 million tax write back.

HLC 1st Q 2022 cannot be good vs previous quarter. There was exceptional item last quarter. Trading volume should be down in line with Bursa results. Moving to 2022, the prospect is bleak. QLC, however, is the decision maker on whether HLC goes South or North.

The presentation above seems to be the thought of the Budget 2022. What i want is of course profit of 1 billion or more without PT.

Option 1. Lctitan achieves profit before tax 100m in 2022,therefore no PT Or Option 2. Lctitan achieved profit 1 billion. Which option do u want?

QLC told me to sell last week in my dream

One of the few stocks not affected by PT. Are u not happy?

2.70 now. Glad i made a top up decision yesterday

I top up this afternoon below 2.60. Hopefully can make some money for New Year

FFB production in 3rd Q was about 13.5% higher than 2nd Q. Average selling prices in 3rd Q were also higher. I do expect 3rd Q earnings to be higher than 2nd Q by about 25%.

@Johnzhang. Book value 57million was valuation more than 20years ago. NTA 1.17 is also based on valuation more than 20 years ago. We are now able to buy oil palm land based on values more than 20years ago.

Pekat

Conversion of warrants to ord shares noted. Likely another dividend coming soon. Cash balance higher expected to be higher than total liabilities when next QR is released