Retired top-ranked Asiamoney analyst and fund manager,over 25 years of experience,covering all sectors and market capitalisation.The market is NOT efficient.The smaller they are, the bigger the information asymmetry. The key to success is to weigh your risk-reward carefully.
Followers
1
Following
0
Blog Posts
7
Threads
19
Blogs
Threads
Portfolio
Follower
Following
2021-11-19 11:09 | Report Abuse
Hi all, please see my latest update on Scope, following Sonos excellent results after US-market hours yesterday morning.
2021-10-23 12:38 | Report Abuse
Can’t wait to read more about Wong!
2021-10-22 21:35 | Report Abuse
Loved your work on Tomei, AlphaTrader. Keep them coming!
2021-10-22 21:13 | Report Abuse
Last chance to get on board Fajar before the new shares come out on 25 Oct!
2021-10-16 12:24 | Report Abuse
Very well argued piece Alphatrader! Looking forward to more of your trade ideas.
2021-09-26 21:33 | Report Abuse
Hi @YiDuiXianJiaRen, please do read my article, and go through with the subscription of the rights issue. If you had sold your shares already, you can still benefit by buying the OR and then subscribe for the rights shares and receive the free warrant.
If you find that a hassle, then you could still buy the mother share now at 39 sen.
2021-09-26 21:31 | Report Abuse
Hi @yungu, you need to pay before Oct 8.
2021-09-26 21:29 | Report Abuse
Hi @lcng123, you are indeed a very smart cookie. I believe that the current OR price is mispricing the actual value of the warrants, whe it lists. I suggest you buy more OR to take advantage of this price anomaly.
2021-09-26 21:24 | Report Abuse
Hi @yungu, yes you can use Bursaanywhere, which is a platform that i personally use myself. But the only restriction is that each transaction is limited to RM30,000. So if you are buying a large rights issue, then you have to do it a few times on the Bursaanywhere platform. But yes, it does save you a lot of hassle from going to the bank/post office
2021-09-26 21:19 | Report Abuse
Hi all, please do read my article on i3, which i posted last night. My personal view is that you buy the OR and go through the whole process of conversion to receive the free warrant. The warrants are very very valuable. But I understand that not all of you are familiar with the subscription of a rights issue, in which case you can just buy the mother share at 39 sen. The upside will be a lot less of course, as you will not benefit from the free warrant, but I believe the returns will still be very attractive
2021-09-26 21:15 | Report Abuse
Hi @NKLpunya, the Black-scholes options model suggests that the warrants would be worth about 10 sen. This is a 5-year warrant, and as such, the time value of money of the warrants are very valuable.
2021-08-26 21:42 | Report Abuse
Hi @thesteward, Sonos is indeed a darling stock among the top analysts in the bulge bracket firms in USA like Morgan Stanley etc. I am personally an "Old school" hi-fi enthusiast and Sonos has indeed disrupted the industry in a big way. Axcapital believes that Scope is an excellent candidate to ride on the coattails of Sonos' current and future success.
2021-08-26 17:18 | Report Abuse
Hi KingKong_Doll, yes Scope might achieve revenue of RM800m or more, which was explained in the paragraph before that. For additional dollar of revenue that Sonos earns, Scope's revenue has increased 7x. So Scope is already on track to hit RM160m in annual revenue next year, based on the current quarter of about RM40m (x4 quarters). A 7x increase from RM160m, will be over RM1bn in the in 2024, if Sonos hits its sales target.
2021-08-26 07:25 | Report Abuse
Hi Powerplay666, I have not found one at the moment as multi bagger candidates don’t come easy. But we are always searching for them among the small cap universe in Malaysia.
2021-08-25 21:36 | Report Abuse
Thanks hello_world for your question. In my 25 years of experience covering manufacturing, prospectus only lists end-date full completion. Manufacturing capacity comes on gradually, and our channel checks suggests that the first phase should come on by late this year.
Blog: TEK SENG HOLDINGS BHD (7200) -A VERY GOOD “MEAN REVERSION” TRADE SETUP
2021-11-26 10:51 | Report Abuse
Excellent article and well argued