Glove business appears to be a drag on earnings

Glove business a drag on earnings; D/G to SELL

We now value MSGB at MYR0.65 based on a lower FY22 PBV of 0.5x (-1.5SD of mean). D/G to SELL (from HOLD).

Glad to know that my performance is slightly better than the "Experts" this year.

After adjusting for one-off disposal and foreign exchange
gain amounting to RM17.3m, Magni slipped into a core net loss of RM0.2m.

@stockraider, where you get malaysia hardwood lumber

Armada earing consistent even during low oil price in Y2020.
Imagine when oil hover around 70USD in Y2021, how much suprise Armada can give us in 2H?

The Future Of Oil Is Offshore
https://oilprice.com/Energy/Crude-Oil/The-Future-Of-Oil-Is-Offshore.html
By Irina Slav - Aug 26, 2021

Operating profit before impairment1 was consistent at RM279.2 million during the
second quarter of 2021.

soon will drop back like other plantation stock

salary cost saving for next quarter.

just now i flip a coin in front of rock behind my house and it telling me that stock will up from Mid-August 2021 Onwards

look forward not backward. eventually tech earning will grow higher and higher ; But CPO price will keep repeat its cycle up and down.

when ESOS price will fix?

why insider is running, what you are waiting for? they knew the situatioin much better than you.

yes, factory shut down since 1st of June according to management

another serbadk in making

ESOS 0.595 and sell above RM1.00 . Empolyees are Smart and Shareholders are dongkey

High Raw Material cost(Steel,Cement) , labor issue, lock down FMCO more than 1 month. expect will have big bomb in coming quarter result. better stay away and buy back later

Spend so much money on lands, Net cash became net debt. Higher financial cost, depreciation cost, No more financial income.
Short term pain (1-2 years) , long term gain.
better stay away from this counter first

Think Twice, if audit issue why no announcement from SCIB since both using same auditor KPMG?

9） Kpower和scib都被影响，管理层有什么看法-> karim也笑说，现在是serba的舞台。但他促请大众认清楚，这件事上面只是影响到股价，但对于公司的赚钱能力等，是没有影响的。

9） Kpower和scib都被影响，管理层有什么看法-> karim也笑说，现在是serba的舞台。但他促请大众认清楚，这件事上面只是影响到股价，但对于公司的赚钱能力等，是没有影响的。

We maintain our BUY recommendation on Sapura Energy
(Sapura) with an unchanged fair value of RM0.29/share, pegged
to a 50% discount to its FY21F book value. This valuation
reflects a neutral ESG rating of 3 stars.

11 Wear Glove from Supermx Production

PETRONAS has decided to suspend Deleum Primera’s license for all Standardised Work and Equipment Categories (SWEC) for future tender and/or any new award with effect from the date of the letter until further notice (“Suspension Period”).

Throughout the Suspension Period, Deleum Primera will not be invited nor be allowed to participate in any future tender issued by PETRONAS including its subsidiaries and any Petroleum Arrangement Contractors (PACs”).

Deleum Primera also will not be awarded with any new contract by PETRONAS including its subsidiaries and any PACs.

When O&G counter up, serbadk down because categories as construction company.
When O&G counter down, serbadk down because categories as O&G related company.

profit new high, dividend given every quarter, more contract coming soon after new licenses acquired

the Group has acquired the qualification of Construction Industry Development Board (CIDB) license Grade 7, Sijil Taraf Bumiputera (STB) license, Sijil Perolehan Kerja Kerajaan (SPKK) license, as well as the Ministry of Finance (MOF) license to take part in Government or semi-government projects.

Too Bad that Megan case make such a good sifu disappear in forum.

Too Bad that Megan case make such a good sifu disappear in forum.

heard that they got Tesla contract, heard that they got Apple Iphone contract, heard got Google big data contract....lol all HEARD from someone... Ikan Bilis all go chase the price sky high and kena Con

switch to SCIB to get 2nd time free warrant.

No price adjustment for free warrant !
for those has doubt about mother adjustment after free warrant. please go and check Kpower (12 Jan) .

Split Share entitled to free warrant or not?

https://www.chroniclelive.co.uk/news/north-east-news/first-north-east-nhs-staff-19567342

https://www.voanews.com/covid-19-pandemic/mexico-grants-emergency-approval-astrazeneca-oxford-coronavirus-vaccine

No glove wearing during vaccine injection.

suspended, good news coming soon. Merge with other company ? or get a huge contract ? or Super investor pump in big money ? or privatise at 0.30 cents

Choivo, where is icon8888?

@kasinathan ,what other stock coldeye bought in recently?

Logitech latest QR result is good but not for Bluetooth hearable earphones..below is my extract from Logitech report
====={{{}}}}====
ya, and their main profit still depend on bluetooth. expected another 2 quarters loss making

Ally, where is the Gem you promise us to share?

@Ally waiting your PM for your GEM wait till neck long already lo

Ally, come share you new gem, we study together whether it is potential stock like SCIB and KPower

think the other way , why cant the purpose of Karim enter KPower and SCIB is to boost Serbadk ?
they can play with those accounting and make Serbadk earning much better by get low price of raw material and project margin from SCIB & KPower ?

the share price tell the fact..................

congract for those buy above RM2.20, SCIB offer you free hotel to stay(stuck) long term at there.

all the way down to RM2

dun forget next quarter need diluted 30% . Dilluted EPS = 3.48 x 4 = 13.9
PE x 10 = RM1.39
PE x 15 = RM 2.08

Stock price Already reflected it value now.

low double digit revenue in USD decline for the current financial year, which mean minimum 10% up to 99% revenue reduce.

Even dividend also no more.... very bad sign of company future

EXTENSION OF CONTRACT FOR THE CHARTER HIRE OF ARMADA STERLING FPSO IN INDIA ..
Contract extension is expected to contribute positively to the future earnings

If exclude write back, bla bla bla........ what not exclude impairment in first 3 quarters as well ?