Axcapital

Axcapital | Joined since 2021-06-04

Investing Experience Advanced
Risk Profile Moderate

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

Summary
Total comments
19
Past 30 days
0
Past 7 days
0
Today
0

User Comments
News & Blogs
Stock

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.

News & Blogs

2021-10-23 12:38 | Report Abuse

Can’t wait to read more about Wong!

News & Blogs

2021-10-22 21:35 | Report Abuse

Loved your work on Tomei, AlphaTrader. Keep them coming!

News & Blogs

2021-10-22 21:13 | Report Abuse

Last chance to get on board Fajar before the new shares come out on 25 Oct!

News & Blogs

2021-10-16 12:24 | Report Abuse

Very well argued piece Alphatrader! Looking forward to more of your trade ideas.

Stock

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.

Stock

2021-09-26 21:31 | Report Abuse

Hi @yungu, you need to pay before Oct 8.

Stock

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.

Stock

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

Stock

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

Stock

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

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.

Stock

2021-08-22 23:05 | Report Abuse

Guys, please do have a read.