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2016-03-01 23:06 | Report Abuse
robertl is the one that goreng the stock la, can't you guys tell? he possess those information because a deal went sour, and of course being a childish and revengeful fxcker, he will do this kind of sheets to show his stupidity, previously got people showed his identity already, just search from sc link, previously a remisier i heard
2016-03-01 23:03 | Report Abuse
Retailers are too naive, they didnt add back the forex loss and minus the forex gains, thats why so gullible
2016-02-29 22:50 | Report Abuse
top glove results is dec-feb, kena christmas and cny
supermax kossan n harta just kena christmas only
2016-02-29 22:48 | Report Abuse
10x pe now, attractive soon
2016-02-29 22:47 | Report Abuse
not likely, because top glove quarter got christmas and cny, lower production, market already expects lower anyway
2016-02-29 22:34 | Report Abuse
top glove likely to make lower profits, maybe 100m , still quite high
2016-02-29 21:58 | Report Abuse
acquire another company in brunei
2016-02-29 21:48 | Report Abuse
kai89 now long? run supermax now!
2016-02-28 09:19 | Report Abuse
saltedfish is syndicate's gang, crappy
2016-02-27 10:27 | Report Abuse
Thong guan can make 60million -70million this year, fair value should be RM4.50
2016-02-27 10:25 | Report Abuse
All gloves stock are trading at 20x historical P/E except superman only 15x, supermax will have contact lens contribution soon, which is more stable than gloves, if I am you i will buy supermax not kossan or top glove
2016-02-27 10:04 | Report Abuse
start blaming urself for not understanding geshen business, of course q3 is the peak of the business
before christmas, the ems players will have to complete their products and send to retails shops, before ems start production u have to mould the plastic, for instance, a coffee machine, you have plastic cover, and electronics inside running, and ems players will assemble it
Despite that, Geshen is still looking good at current levels, you guys have not read carefully enough, capex will be RM20m compared to rm7m ONLY, why? cause they had already bagged a big order from a big corporation, i shall not disclose too much here
with capex tripling at rm20m, revenue is expected to increase by another RM70m in 2017, with 10% net margin, that is RM7m additional profits to geshen, conservatively
only long term holders will buy, don't speculate too much
2016-02-27 09:52 | Report Abuse
U know what is EMS? and you know what is nature of business or not?
Western digital has been their client for more than 20 years, Dyson as well, this are recurring orders, geshen is a pure plastic player, eg is a EMS+ downstream plastic as well, haven't even started plastic if you read carefully between the lines
assume 0 contribution from plastic, ems still very profitable as they are moving into goxbuild
2016-02-27 09:20 | Report Abuse
This article is wrong already la, already beat expectation, annualise 12.8m will be RM25.6 divide by 211m shares = PE 8.5x still cheaper than SKP and VS
2016-02-27 01:41 | Report Abuse
Gloves still on uptrend don worry
2016-02-27 01:39 | Report Abuse
I just mentioned that to Icon
2016-02-27 01:39 | Report Abuse
Icon, your analysis is incorrect, if they had not paid for rights and placement fees, profit will come in RM7.3m, that is almost 50% up from Q1, thus is consider an outperformance
2016-02-27 01:37 | Report Abuse
Jokers, sell to me on monday, i take it, thanks
2016-02-26 00:15 | Report Abuse
You have not included back the impairment and write off they made for Q4, total up company should be making rm2.5M
2016-02-25 23:26 | Report Abuse
Crazy acquisition! buying 35% OF SWM, which has PROFIT OF RM180M , X35% = RM60M increase more in profits going forward!
2016-02-25 23:20 | Report Abuse
check out a few lines under last page, i think what he meant is those are non cash items
looking ahead also one should check out geshen prospect segment
Ge-Shen will continue to focus on its current business and improve its operating margins by concentrating on operational efficiencies and increasing economics of scale. This is in tandem with renewed marketing efforts to grow revenue in all subsidiaries and market expansion.
To facilitate this growth, the Management is also looking into increasing its manufacturing capacity through programmes of capital expenditure into additional machineries and sophisticated technology and automation thereby also increasing capital intensity. In FY2015, the total capital expenditure (“CAPEX”) group wide stood at RM7 million while the budgeted CAPEX for 2016 is estimated at RM20 million which is expected to be financed via internally generated cash flow and bank financing. These CAPEX are made in conjunction with the business development activities of the Group.
Which means going forward may be very interesting, i think they could make RM18-20m in 2016 cause of the capex they spent and the improving margins and all the kitchen sinking they did
2016-02-25 23:15 | Report Abuse
anyway, what hevea did is correct, one should not be in very net cash position, to enhance shareholders' return, cost of debts are always lower than equity, as long a net gearing is low enough, no point reducing debt as such a fast pace, check out what uncle koon said, those companies that hug a lot of cash won't do well
2016-02-25 23:13 | Report Abuse
DAVID GOH AGAIN? MANIPULATOR
2016-02-25 23:11 | Report Abuse
Some people sold in anticipation of not so good results, hope they are dead wrong!
2016-02-25 23:08 | Report Abuse
Thong guan is worth RM5, why? cause they made RM39m + forex loss rm12M FROM translation losses on borrowings - actually made RM51m x PE 12x , this has not include new nanotech lines and new noodle lines
2016-02-24 22:44 | Report Abuse
Yes Kah Fai it is hedging, don worry karex did very well, beyond expectation
2016-02-24 22:39 | Report Abuse
Super good results, tomorrow gonna snatch anything below 1.50
2016-02-23 23:46 | Report Abuse
The company just won new contracts end of november, expect future earnings will be damn good
2016-02-21 19:12 | Report Abuse
buy before u regret, it is worth rm1, min
2016-02-18 22:48 | Report Abuse
obviously somebody is right here, salted fish, robertl are mofo same gang of syndicates
2016-02-18 22:45 | Report Abuse
thats how epf screwed up our money, better don't put there haha
2016-02-17 00:49 | Report Abuse
haha stop wasting time talking to them, bjcorp is a holding co, u see how many holding cos are listed in malaysia? most of them just want to con minority shareholders money, all performing like shxt, what they did is geared up like mad, and service the interest, pay high salary and noneed to dividend up back to the holding co, even got, just sufficient to pay debt
tekseng has a lot of potential
2016-02-17 00:21 | Report Abuse
Tekseng's balance sheet and cash flow has been improving, now paying dividend some more, i think is not USD bro, my friend who knows the owner said cause solar panel pricing is very good now, used to be bad due to china dumping in developed markets, but now china and taiwan are both slapped with high duty charges for dumping, this had lifted up solar panel pricing, and with economies of scale, tasking should achieve better results, rm40-45m IS in the bag for this year already, plus new lines next year gonna make rm70-80m minimum?
2016-02-16 23:42 | Report Abuse
Tekseng has only 3 lines contributing, by may will have 7 lines, by Sep will have 9 lines, potentially can go up to more than 12 lines, that is a crazy expansion, u shouldn't miss, TP RM2
2016-02-16 23:39 | Report Abuse
RINGGIT IS DOWN again very fast, better catch hevea before it is too late!
2016-02-12 18:57 | Report Abuse
Guys, too much panic, don't be silly to sell superman at current price, wait for results u will know what i mean, it is worth RM5 at PE12
2016-02-05 20:23 | Report Abuse
ignore the silly, i have called superman since rm2, will test rm4 in 2 months time mark my word
Shaza said that previous efforts to curb supply had lifted prices only temporarily.
"The government has been talking about it (boosting consumption and cutting supply to lift rubber price) since 2012 but one thing to note is that rubber price is still largely depend on China market.
"Further, if latex price went up too high, manufacturers will opt for synthetic rubber," she added explaining that the move is neither meaningful nor the factor that caused the glove and condom sector to drop in price today.
2016-02-05 20:21 | Report Abuse
haza said that previous efforts to curb supply had lifted prices only temporarily.
"The government has been talking about it (boosting consumption and cutting supply to lift rubber price) since 2012 but one thing to note is that rubber price is still largely depend on China market.
"Further, if latex price went up too high, manufacturers will opt for synthetic rubber," she added explaining that the move is neither meaningful nor the factor that caused the glove and condom sector to drop in price today.
2016-02-05 20:14 | Report Abuse
http://www3.lgm.gov.my/mre/
LATEX PRICES still down today despite this news! come on guys, have you guys did research, rubber prices is oversupply now, government cut also no use, trees can be burnt ah? no produce the tree sit there do what, after 7 years will die
in the past 3 years, there were moves to curb production to spur up prices, but could not help any price recovery, dnt be so silly to sell gloves
2016-02-05 19:53 | Report Abuse
RUBBER PRICE INCREASE? ARE YOU GUYS NUTS? GOVERNMENT HAVE BEEN TRYING TO CURB SUPPLY in the past 3 years, they can't do nuts to spur the price of rubber, check our daily rubber price, rubber price dropped from 400 in october 2015 TO 320 on dec, now 360, LOL, rubber price will not be impacted much please do ur research well
2016-02-03 19:29 | Report Abuse
Big bro will be back, wait for exporters results
2016-01-30 19:50 | Report Abuse
http://www.aljazeera.com/news/2016/01/swiss-4bln-missing-malaysian-state-fund-160130041005218.html
and news of new virus spreading wild fire, more gloves is needed
your last chance to ride on tuesday before ringgit hits rm4.80
WE ARE TALKING ABOUT RM16B here
2016-01-30 19:49 | Report Abuse
http://www.aljazeera.com/news/2016/01/swiss-4bln-missing-malaysian-state-fund-160130041005218.html
and news of new virus spreading wild fire, more gloves is needed
your last chance to ride on tuesday before ringgit hits rm4.80
WE ARE TALKING ABOUT RM16B here
2016-01-30 19:47 | Report Abuse
http://www.aljazeera.com/news/2016/01/swiss-4bln-missing-malaysian-state-fund-160130041005218.html
and news of new virus spreading wild fire, more gloves is needed
your last chance to ride on tuesday before ringgit hits rm4.80
WE ARE TALKING ABOUT RM16B here
2016-01-28 20:06 | Report Abuse
why karex didnt drop use your brain, oversold gloves, ringgit appreciate 4% counter dropped 20% LOL
2016-01-28 19:40 | Report Abuse
people are just scaring you off, don't be silly to listen to them
2016-01-28 19:22 | Report Abuse
eg's cost 90% is usd, net net benefit 10%, why people dump like no tomorrow? must learn how to be contrarian buy when people are nuts
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2016-03-01 23:09 | Report Abuse
buywith conviction and kai now both of you sold the stocks? haha
sentiment is bad of course, sentiment is driven by first mover, just wait to buy if it corrects, anything below 3 u are getting a pe 10x company