@petronasgloves

Dialog you can see their projects, they show photos of the progress in phases.
https://www.dialogasia.com/pengerang

Harta you can see the factory producing gloves, and their clients.
Vs you can see they make stuff for Dyson and etc.

This ARBB, who are their clients? nobody knows. What is the software? Can download demo? Got screen shot? Nothing.

NOTHING.

look at the finances, something not right. and go visit their website, talk so much about IT but 0 screenshot of the software they are offering? you go microsoft or palantir or norton or any software company and you'll see screenshot of their software and how you can use it etc etc... arbb got 0 screenshot, just fancy images of people pointing here and there.

think about it.

like serba IT... also 0 screenshot of their software solution but every quarter says their IT making more and more money.

think again.... 0 screen shot of their software. even pirated bittorrent software also show their software screenshot

Pre-covid from 50 cents to RM10 = up 1333%
from RM10 to RM1 = down 90%
Now with such a lousy result, it might go back to 50 cents.

Those that bought at Mountain Everest, there is no way it will go up 1000% again. Sorry.

prior to this fiasco, kpower, scib, and serba every few months announce they won big projects, now... cricket sound. then all qr went into deep red sea. weird, right? those still sleeping, wake up.

confirm pearlwhite is karim himself or one of the directors...

@ǷearlꙌhite

- Bursa caused Serba to be PN17? You serious?
- Proxy holders? You think EPF needs to hide like a mouse or dog?

You gila already

just IPO and now so fast do PP? wtf is this?

@flytothemoon

Say rubbish stock but you are here.... monitoring. weird right? you think you must have some special power to be able to push down the price by talking here, if it works, then TG and Harta would not have crashed because so many people supported them in i3 forum.

Think about it, Awang and Kadir both so quiet, and Awang sold most of his shares in 2019 to 2021, until almost not much left. If Karim did this without the knowledge of both kadir and awang, by now we should witness a tussle or lawsuit between these founders.

I think all knew what they did.

at the end of the day, SD die die also wont reveal the SIR and will drag until they defaulted the bond in may again. maybe by then when it is taken over by the bondholders will we see what shit is going on.

@flytothemoon

Oil price up or down does not effect their profit. Oil went to negative in 2020 also never effect their earnings. if oil goes to USD200, yinson wont make more money also. u dont understand yinson.

@tash1

I know it is run of river type of hydro. But during raining season there are more water than dry season, thus they have peak and none peak season. earnings wont be too far off peak because during wet season they will shut down 1 plant for servicing, but during dry season all plant will run.

Yinson’s balance sheet remains sturdy

https://www.thestar.com.my/business/business-news/2021/06/12/yinsons-balance-sheet-remains-sturdy

Yinson will have free cash flow starting 2022 once the major project is completed.

2 new production lines.
More orders from Dyson this June 2022.
PE17 only
0 debt

https://www.theedgemarkets.com/article/ata-ims-contract-termination-dyson-effective-june-2022

Good Luck

.

2022
- New kitchen can support additional 500 new stores, starts mid 2022.

2026
- 2026, All 1000 FamilyMart stores will be completed, no investment needed, thus extra 500m to 1.3B extra revenue per year.

Note
- QL Resources has allocated RM400 million capex for the expansion of its surimi-based products plant. This should more than double its existing capacity. It would aid QL Resources’ ambitions to be a top five global surimi-products producer.
- Estimated profit per store is around 88K per year. Now 200 stores, future 1000 stores. 800xRM88K = RM70,400,000. Additional RM17,600,000 per quarter.
- Family Mart is also, steady stable and very predictable, at around 9.4% profit after tax.

.

2022
- Oleo exercise is expected to be completed in January 2022, 12 months to turnaround.

2023
- Construction of an RM100m mega packaging factory sitting on a 10.4-acre plot of land will be completed by 2023.

2024
- Construction of the 5th turbine, which will cost about RM200m-250m, will start in the next dry season (late-2021) and is expected to be commercially operational by Q3-2024.

2026
- The plantation group is still exploring various downstream processing businesses and it does not expect any positive earnings contribution until 2026.

Note
- MFCB 90+% of the earning is from oversea and is tax exempted by Laos Government (5 years from 01/10/2020)
- Normally, the water level will peak between June to November during the wet season.

.

2022
- Bidding Aker Energy’s FPSO Pecan in Ghana ( O&M only, no capital required ). Yinson is one of the three contractors currently in the fray for the Pecan FPSO project
- Bidding Jadestone Energy’s Nam Du Minh and PetroVietnam’s Block B, both in Vietnam
- Bidding Block 31 by BP in Angola ( Redeployment, no capital required )

2023
- FPSO Anna Nery is on track to be operational in 2023 in the Marlim field, located in Northeastern part of the Campos Basin.
- Bidding TotalEnergies’s Chissonga, offshore Angola.
- Bidding Maka by TotalEnergies’ in Suriname

2024
- Early of 2024, Yinson might exercise option to proceed or drop FPSO Enauta
- End of 2024, PDB FPSO starts production

Note: Both the two proposals (rights issue and one-for-one bonus) are expected to be completed in the second quarter of 2022.

I never understood why people always link EMS with Tech. When tech falls, EMS will fall too... hmm... many never do homework and dont know the difference. Well, if you see opportunity, just load up more. My simple notes:

2021
- End of 2021, starts mass production of new air purifier.


2022
- Mar 2022, SKP expects to start mass production of Dyson new beauty care product.
- End of 2022, completion of construction of a new 4-storey c.750k sq ft plant (vs. previously planned 3-storey 600k sq ft) on a 6.4-acre land in Johor Bahru which will increase its total floor space by c.75%.
- SKP is scheduled to commence two new production lines by end 2022 and early 2023


Note

- Potential increase in order from Dyson due to Dyson's fallout with ATAIMS
- Approximately 75% of SKP’s revenue derives from customer X (Dyson). Its next biggest customer is Sony, followed by Panasonic, Sharp, Pioneer, Flextronics and Fujitsu
- Hike in raw material, freight and FX costs will not compress margins, given the cost pass through mechanism in place.
- SKP ships most of its manufactured output to China

@kl_guy

Do you know yinson is a 6B cap company. if really 1x, then why PBB did not 0.5x after giving out bonus?

MYAirline Financial backer linked to i-Serve Online Mall [ Money Game, Ponzi Scheme, Pyramid etc ]

According to sources, Goh is believed to be the financial backer of the new airline venture. He is listed on SSM as the shareholder of both Zillion Wealth and Trillion Cove, bringing his stake in MYAirline to 98%.

Trillion Cove’s website also showed that Goh, who is the chief executive officer and director of the company, has a background in audit and corporate finance, and that he is an entrepreneur who has founded and built companies in the e-commerce, online business, e-ticketing, fintech, retail and tourism space.

Goh is also a 31.75% shareholder in i-Serve Online Mall Sdn Bhd, according to SSM filings.

It was reported on Nov 15 last year that 22 premises linked to i-Serve Online Mall and its related affiliates across Kuala Lumpur and Selangor were raided by the National Anti-Financial Crime Centre with Bank Negara Malaysia (BNM) as the lead agency, along with the Securities Commission Malaysia (SC), Companies Commission of Malaysia, Malaysian Anti-Corruption Commission (MACC), Royal Malaysia Police (RMP) and CyberSecurity Malaysia.

Following the joint enforcement action, 45 bank accounts in seven banks were frozen, while RM118.7 million in cash were seized by the authorities, according to a press release from BNM then. The central bank also said the action taken against i-Serve Online Mall were due to suspicion of committing various offences, including under the Financial Services Act 2013 (FSA) and the Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA).

https://www.theedgemarkets.com/article/malaysia-see-entry-new-ultra-lowcost-carrier-myairline

get ready for karim to unload all

What is the situation like in the serba telegram group? still in denial?

I guess all those receivables are fakes too.

@Sslee

Karim will then sue bondholder to stop this. When he is done, he will sue himself.

So, it is official. Serba defaulted on her debt, there is nothing to say already. This is always the game plan, to drag as long as possible and just bury the company together with the SIR report so that someone dont go to prison.

I was kicked out of the Serba telegram group for telling people not to average down. I did not bad mouth karim. Oh well. Just move on.

1. ATA choose not to resolve their issue, whereas VS and SKP open for talking.
2. ATA lost their main customer which contributes 80% of their profit/revenue, SKP and VS more diversified.
3. ATA has debt, SKP is debt free.
4. According to Andy, only yhe SPI not the SKP entire workforce is effected, it is the temporary workers, not permanent workers.

They have 0 debt, new factory starting soon, increasing order from dyson. drop mah drop lah, just average down. long term, sure ok.

if you can go back time to 1997, you wont mind buying public bank at their peak. skp is not a lousy company. it will go back up, question is when.

Malaysia's health chief says daily Covid-19 cases will drop in coming weeks

https://www.straitstimes.com/asia/se-asia/malaysias-health-chief-says-daily-covid-19-cases-will-drop-in-coming-weeks

This is not a buy or sell call. There is a squeeze going on, and from a technical point of view, it hits the support line on friday and will gradually go up this week.

https://ibb.co/tmSb1MY

Gangster Chairman.... after watching the press conference, I think selling and cutting loss is my best decision.

Now SC must force them to get an independent auditor? Why are they dragging their feet on getting an independent auditor to clear their name asap.... maybe because got too much dirt to hide?

Glove gonna slide until WHO declares the end of the pandemic.

@Foker

I am very certain you are calvin, probably use a different account to comment as you've received a cease and desist letter from yinson's lawyer.

Goodness... KWAP is unloading like crazy. I wonder why. and EPF is buying a little bit.

Very bad qr coming.... how? buy or sell?

before this audit thing, no big fund is interested in serba. what are the odds of big fund liking serba after this?

0

0 is the answer. Serba is like the fat ugly girl in your class and the only reason to marry her is if you are stuck in an island with her. if got choice, why pick serba when got 1000 over stocks to pick.

serba will be like a prostitute, for people to do a quickie.

Honeywell already close down 2 N95 mask factory in USA. For those that think and want glove to go back to RM8 or RM9 are those that can't wait for it to go back to that price so that they can sell and leave too. That is why it is very hard to go up, because every uphill movement is met by people leaving.

Averaging down on a stock that is trending down is a bad move.

The reason you are a long term holder and say glove is the best investment and it is for long term is because you have huge huge paper loss - that's all. HUGE PAPER LOSS IS THE REASON WHY YOU ARE A LONG TERM LOSER.... I MEAN LONG TERM INVESTOR!

Those that blame RSS for the drop in stock price.... please ask yourself why glove stock price started to drop in september 2020 when there is no RSS.

This is because the drop in price has nothing to do with RSS.

@very_goat

My dog with a calculator says ( 4.77 x 30% / 100 ) - 4.77 = 3.339.
My dog says you are a liar
My dog say if tomorrow LD, max is RM3.34.
My dog also says TG will not LD
My dog got no degree

all got trapped... thinking will limit up like the good old days....

so... how is the average down strategy? average down only works when the stock is going up or sideways in the long term, this one... nobody knows. but if really no fraud, then earn big, if got... lose bigger.

averaging down in this kind of stock is not investing, it is gambling.

this will be like London Biscuit and Transmile.... slowly slowly slowly drift to RM0

last chance for retail investor to run....

confirm the author is a noob and new... short squeeze? let me explain, unlike in the US where you can short the stock to over 100% of the existing shares, Bursa only allows max 4%... short squeeze what? squeeze own balls got lah.

There is this thing called risk reward. What is the risk reward compared to TopGlove? Currently, it is safer to invest in TG even with the drop in ASP and stock price. Serba is too high risk.

Awang give all retailers chance to average down, not good meh? Average down until RM0.

Can someone explains this capital reduction thing? I am confused. Thanks.

@ivanlau

You are one of their members?

@calvintaneng

How old are you?

@fortheemprah

Nice new account calvin or stockraider. your grammar and format all the same one.

Have you received your love letter from yinson's lawyer?

Hey, calvin, your keyboard is ok liao... bought a new keyboard?

Holy Moly. Golden State University????
This site???
http://goldenstateuniversity.edu/

If it is this uni, then it is a degree mill.
they changed their name to Honolulu Uni and move to hawaii, but still offers distance learning. wtf