When others are fearful
We must be greedy

Today we get 58 cents dividend
Ex dividends date
BUY WHEN IT IS CHEAP
WHEN OTHERS ARE CAREFUL WE MUST BE GREEDY
I JUST BOUGHT SOME FOR RETIREMENT

Recommend BUY now
once break RM 4.5 next week RM 5.00 coming...

Rubberex just bought 2 pieces of land for expansion

If you bought in Topglove 20 years agao today at RM2.70

Now worth RM 780k plus 38k dividends...

If...

Impressive up 18 cents
Next week can reach RM4.50...

Profit taking today
Next week may reach RM2.00

Im waiting at RM 5.50...

EPF buying back

Almost time to enter her now...lol

Waiting to buy below rm 4.00
Cannot get

Yesterday forgot to buy at rm 1.67
Was too busy

dividends coming....

Let's enter her tomorrow...lol

It is almost overdone by the RSS fellows

It may rebound to RM5.00 anytime soon

Still waiting to buy back below rm5..
MMT

Q to buy at rm5.50 try my luck tomorrow

I q to buy at 3.88 good number lol

Hold for share bonus issue and dividends

Hold for 2-3 years easily double

Q4 2020 results surge triple

BUY calls

Rubberex Q4 2020 results surged 1000%
Buy call before announcement
Target price RM4.00

Korean Q 4 results surge 1000%
Target price RM 9

Tomorrow I will buy back if drop further

General insurance untung la
my car park at home they collect the same premium

Less accident claim during MCO


BUY CALL ALLIANZ TARGET PRICE RM 18.00

i will start buying back below RM 5.00

Buy

target price RM9.00

Buy

Target price RM3.00

Buy on dip

Oders received until year end
Target price RM9.00
BUY call

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%A4%A9%E7%84%B6%E6%B0%94%E6%88%90%E6%9C%AC%E9%99%8D%E4%BD%8E-%E6%89%8B%E5%A5%97%E5%85%AC%E5%8F%B8%E7%9B%88%E5%88%A9%E7%9C%8B%E6%B6%A8

buy on dip

KUALA LUMPUR (Jan 15): CGS-CIMB has maintained Kossan Rubber Industries Bhd to "add" at RM4.26, but lowered its target price (TP) to RM7.64 from RM9.16 previously.

In a note today, CGS-CIMB analyst Walter Aw said he made no changes to his financial year ended Dec 31, 2020 (FY20) to FY22 forecast earnings per share (EPS) and retained his "add" call with the lower TP, which is based on 15 times 2022 estimated price-to-earnings (P/E), from 18 times previously, and was pegged to its previous five-year historical mean.

The analyst noted that while he expected stellar earnings from its FY21 to FY23, thanks to continued high demand and higher average selling prices (ASPs), the forecast earnings are likely to be unsustainable in the long term.

However, he noted that "we continue to like Kossan for its strong earnings prospects (three-year EPS compound annual per growth of 79.6%) as it stands to benefit from the favourable supply-dynamics in the glove sector owing to Covid-19".

According to Aw, Kossan’s current valuation has yet to reflect its potential earnings as well as its solid dividend yields.

Notably, Kossan is not discounting the possibility of a special dividend on top of its current dividend payout (minimum 30% of net profit) to reward shareholders due to Covid-19-led demand.

“Kossan stated that the possible implementation of interim dividends is on the cards, in line with the recent announcement of its peers, Supermax and Top Glove,” said Aw, noting that he only inputted a 40% dividend payout for FY20-22F and reflecting dividend yields of 3.8-8.2%.

The analyst also pointed out that Kossan had increased its ASP by 40% quarter-on-quarter in 3Q20 and the demand-led environment will allow it to raise them further.

“In a recent briefing, Kossan said it expects an ASP increase of 50% quarter-on-quarter in fourth quarter 2020 (4Q20) as well as in first quarter of 2021 (1Q21F),” said Aw.

“The company also highlighted that it is not discounting further ASP hikes from 2Q21F onwards, given that its current ASPs are still below the industry average," he added.

Last year, Kossan had halted 25% of its total production capacity from Dec 7 to 31 after a Covid-19 outbreak among its employees where 990 cases were detected among its 7,000 workers.

“We estimate the capacity loss at 1.5% of Kossan’s total annual output, and that the financial impact was minimal as we believe the quantum of its ASP hikes would be more than sufficient to offset the temporary capacity loss during the period."

In terms of global glove demand, Kossan continues to witness strong global glove demand owing to Covid-19.

“We understand that its capacity has been fully taken up until end-CY21F and that it is already receiving orders for 1Q22F,” said Aw.

He added Kossan has also fully filled up its allocation for spot orders, which utilise up 15-20% of its total capacity, till end-1Q21F.

As at 11.25am, Kossan's shares were down 2 sen or 0.47% to RM4.24, with 10.08 million shares traded. The group had a market capitalisation of RM11.03 billion.

KUALA LUMPUR: Maybank Investment Bank Research maintained its "buy" call on Allianz Malaysia Bhd despite a lower profit forecast for FY21.

The research house said it expects lower investment gains at Allianz Life to weigh on the group's earnings although the latter's underlying fundamentals remains trong while the drive for further cost efficiencies continue.

For FY21, Maybank IB projects group net profit to slip by 6% year-on-year.

"We nevertheless project a 5% YoY growth in Allianz Life’s ANP. As for Allianz General, we project GWP growth of 3.5% in FY21, but a higher combined ratio of 90.1% versus 89.3% in FY20 as claims normalize upwards.

"As such, we estimate Alliance General’s FY21 pretax profit growth to be 3%," it said.

For FY20, the research house expect Allianz's group net profit to have been stable, benefiting from maiden contributions frmo it partnership with Pos Malaysia and lower claims during the MCO period.

Maybank IB raised its FY20/21 earnings forecasts marginally by 1%/4% to factor in higher investment income and lower claims respectively.

Allianz has proposed a higher interim dividend per share of 58 sen for FY20 versus 51 sen in FY19.

At the current price, the dividend yield on 58 sen is attractive at 4%, said Maybank IB.

The research house has an unchanged target price of RM16.75 on the stock.

Buy
Record show Stanley Morgan kept buying in glove companies after they made the negative report on gloves

It happens to HK stocks 388 before they said target price its target price was had 150 and they started buying 388 now had 458

Record show Stanley Morgan kept buying in glove companies after they made the negative report on gloves

It happens to HK stocks 388 before they said target price its target price was had 150 and they started buying 388 now had 458

When others are fearful,, we must be greedy...

When others are fearful, we must be greedy...

Stanley Morgan started buying into gloves companies now record show

just top up at RM 1.70

Nobody speculate this stock.
boring but steady income and undervalue stock

Bought too much at RM 2.00

I will buy more if drop below rm 1.70

JP Morgan wants to buy on dip
But JP Morgan can't succeed

MCO
Motor insurance premium never reduced
Less accident
Good for Allianz general insurance profit surge
EPS rm 3.00 per year
Top in Bursa higher than Nestle

TARGET PRICE RM 20

CGS-CIMB said Hartalega believed that there would be a global shortage of 120 billion gloves annually for at least the next two years, due to higher demand from both healthcare and non-healthcare sectors, owing to the Covid-19 pandemic.

“Despite aggressive capacity expansion plans from both existing and new glove makers, demand is unlikely to be fully offset by the incoming new capacity.

“This is given difficulties in securing raw material supply, not having sufficient workforce, higher costs to comply with Act 446 (of the Workers’ Minimum Standards of Housing and Amenities Act 1990) and construction delays due to the ongoing pandemic.”

CGS-CIMB said Hartalega believed that there would be a global shortage of 120 billion gloves annually for at least the next two years, due to higher demand from both healthcare and non-healthcare sectors, owing to the Covid-19 pandemic.

“Despite aggressive capacity expansion plans from both existing and new glove makers, demand is unlikely to be fully offset by the incoming new capacity.

“This is given difficulties in securing raw material supply, not having sufficient workforce, higher costs to comply with Act 446 (of the Workers’ Minimum Standards of Housing and Amenities Act 1990) and construction delays due to the ongoing pandemic.”

Bought in again today.

25% of my portfolio now

Target Price RM 3.00

i will buy more if drop below RM14

Glove will limit up tomorow

Share buy back soon if drop further.

EPS Q4 2020 20 cents surging next height

Buy call target price RM3.88

Cash is piling up every quarters, share buy back will benefit shareholders

Bonus given again soon this year

The gloves purchased orders received until year end for most gloves companies..

Buy

Target price RM8.38..

Kaya Hidup Kaya maksud nya...lol

Cash is piling up every quarters, share buy back will benefit shareholders

Bonus given again soon this year

The purchased orders received until year end..

Buy

Target price RM4.38..

Mati Hidup pun Kaya maksud nya...lol