Nepo

Nepo | Joined since 2018-06-12

Investing Experience -
Risk Profile -

Followers

4

Following

1

Blog Posts

0

Threads

3,428

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3,428
Past 30 days
33
Past 7 days
13
Today
0

User Comments
Stock

2019-11-24 12:21 | Report Abuse

This QR profit is totally from operating profit, NOT revaluation.
Prospect look good,good job, Asiapac mgt.

Stock

2019-11-23 11:00 | Report Abuse

Poor QR, probably loss RM 2 support...

Cash 300,209 +Other investment 40,531 - loan (69,412) = RM 271,328/219498 shares
= RM 1.236 per share.

Stock

2019-11-23 08:40 | Report Abuse

'(Loss) / Profit Before Taxation (“(LBT)” / “PBT”)

The Group’s LBT for the first quarter ended 30 September 2019 was RM3.2 million, a decline of
RM6.2 million from PBT of RM3.0 million in the preceding year corresponding quarter.

There were several new project developments in the pipeline that have yet to generate revenue but
have already contributed to the significant costs increased in the current quarter.

Amongst others,
were spending on travelling, new production line setup, product development costs, hiring of new
indirect headcounts and increased fixed costs due to upfront capital investments totalling
approximately RM0.7 million. '
====================

1). New Production line setup
2). Product development costs
3). Increased fixed costs due to upfront capital investments

Based on the wording, without further detail, I would classify these 3 types of costs belongs to the new product(s) and should be capitalized if there is no sales on the NEW product(s) unless the NEW product(s) is NOT successful.

Stock

2019-11-23 08:31 | Report Abuse

'Prospects
The Group together with its European design partner have set a clear technology roadmap to
embark on hearable devices with focus on micro-electronics encapsulation and miniaturisation. It
is important that the Group have set this strategic roadmap to ensure continuity in terms of
innovative product offerings to the market, highly capable resources and high end processes to
successfully adapt to the challenging development of miniaturised products that can incorporate
additional components for wider applications. In this regard, the Group have scouted critical
talents to help bring the products from development stage to mass production stage within the
shortest time possible.
In the meantime, the Group is diversifying into non-headsets products and broadening its customer
base.
The Group will continue to be mindful of its costs management and be prudent in its spending and
expansion plan.
Premised on the above, the Board is of the view that the Group’s prospect is favourable. '
===============================
The above prospects may support the share price to a certain extend.

Stock

2019-11-23 06:34 | Report Abuse

Based on the recent marginal loss QR result, if sb is selling, he will loss the opportunity to tackle the probable profit in the next few QR. Even if he sells, potential buyers already standby to buy in as the potential is good.

In stock market those who have the precise insider information will take the advantages. Like in Salute, sb had the precise insider information so they could buy at the cheaper price in advance. Public in large will only can buy at 'median price', that is the reality...

I do agree @upsidedown that the cost for the future revenue need to be capitalized instead of w/o to Profit and Loss account, probably the management would like to show Sui Sui financial report in the next QE

Stock

2019-11-22 17:50 | Report Abuse

Hopefully RM 0.80 is a firm supporting price...

Stock

2019-11-21 08:28 | Report Abuse

RM 2 support, not confirm, will lose anytime...
Anyway @Ncm88, nice move.

Stock

2019-11-21 06:26 | Report Abuse

SinCE sb is still selling severely but this stock is worthy to buy,

So I will using pyramid structure to buy in APM shares.
e.g 1 lot@RM2
2lots@RM1.9
3lots@RM1.8
4lots @RM 1.7

Stock

2019-11-20 15:52 | Report Abuse

If QR(Sept 2019) good, EPF may stop selling and start buying..

Stock

2019-11-20 15:17 | Report Abuse

If RM 2 lose, then new support needs to be determined..

Stock

2019-11-20 15:15 | Report Abuse

Very exciting today, look like somebody (may be EPF) is throwing as many as possible and somebody is support at RM2 firmly...

Stock

2019-11-20 12:22 | Report Abuse

@Lukey, I was wondering why the management didn't manage to capture the higher freight rate in that QR?

Stock

2019-11-20 09:09 | Report Abuse

Pom pom Calvin forecast has gone into the drain.
Next will be NETX goes into the drain..

Stock

2019-11-19 19:35 | Report Abuse

Bdi so high in that QR, why still making loss?

Stock

2019-11-19 12:04 | Report Abuse

Supported very well, waiting for the impact from the space meteorite (QR).
Will it overcome that impact...?

Stock

2019-11-19 06:06 | Report Abuse

Hahaha, @Ong, so good you have described

Stock

2019-11-16 09:10 | Report Abuse

I see, here is the reason why Malaysia is cheaper then Indo CPO. Because Malaysia offer US 5 discount.


https://app.sinchew.com.my/amucsite//pad/index.html#/detail/2146893/2015

Stock

2019-11-16 09:03 | Report Abuse

I will look it at different perspective, as long as the prospect (as claimed in Aminvest report is real, NOT bluffing) is good, even though the coming QR result is normal/small losses, the share price will be sustainable at least at RM 0.80, i.e. IPO price.

Look it at another angle, if the prospect is NOT good, the share price won't surge from RM 0.30, all the way up to RM 0.865 (including correction) without any solid reasons. The investors/operators may have some insider info, it won't push up the price from scratch.

Judging from the volume buying from the rock bottom RM 0.30,plus and minus from surging and correction, they still have huge chunk of lots in their hands, if price go down after QR, they won't make any profit or perhaps loss making.

I will hold the shares.

But this is my opinion, in stock market, anything can happen.

Stock

2019-11-15 10:37 | Report Abuse

very informative here, I often enjoy reading naysayers comments,
Keep it up.

Stock

2019-11-15 08:21 | Report Abuse

Border line RM 2, will it lose RM 2 support today?

Stock

2019-11-14 16:04 | Report Abuse

yes, EPF already ceased to be substantial S/H,but it still has about 10 millions shares in hand. It will sell anytime when there is a bad news. Of course, it will also buy more.

The only thing we don't know is when EPF is buying or selling, just guessing, when the price down couple with huge volume, then assumption is EPF is selling..

Stock

2019-11-14 15:48 | Report Abuse

I hope bad QR, because bad QR, EPF will sell, then u can collect at lower price, probably below RM2.
The only time u collect good counter is when it produces bad results. But that is temporary, long-term it will return to its normal track and u earn by buying when it is dipped down.

Stock

2019-11-14 08:57 | Report Abuse

The best part is that the directors have stopped selling the shares to the public, this is contrary to last year financial year ended. At that time before the co made QR (losses) annoucement to the public, the directors SOLD the shares in ADVANCE

Stock

2019-11-14 08:42 | Report Abuse

Yes, can start accumulating APM, very low risk already, yesterday started buying in.

Even ICAP Bhd hold APM 4,431,300 shares @ RM 3.84 per share.

Look at any angles, it is a very worthy stock to collect, Not many shares have this this fundamental and yet have a very attractive price, if I can buy around RM 2 is already a bonus, Some more based on past records, it is has a very trustworthy management, don't miss this CHANCE.

If price drop, buy more, in anyway it won't drop below RM 1.50 unless incurred a huge loss but it is less likely to happen because the co has been in a stable situation for a long time already and has established firm business arms over the years.

If i am not mistaken, the company is the market leader in the field they engaged.

Stock

2019-11-14 08:15 | Report Abuse

Din don din don at RM 0.80 IPO price till QR out
Fresh start Salute starting from RM 0.80, may the share price pattern same as the year when Salute listing?

Stock

2019-11-13 16:16 | Report Abuse

@Titan "APM volume is super low. After reading suntze comment, i think i do agree with her or is it a him. But for me, I would look at APM differently. It will not be a growth or explosive stock but i think it will be a stable and valued stock. Why?.....my reasoning as below

1. It is a net cash company. The cash alone is RM1.50 per lot
"The Group’s financial position remains relatively healthy with a net cash position (=cash and cash equivalent + 'other investment' – bank borrowing) of RM296.3 million."
______________________________________________________________________________

Just wondering what is inside the 'other investment'? Is it invest in listed companies in Bursa Malaysia? It is NOT stated clearly in the Annual Report 2018.

Stock

2019-11-13 11:07 | Report Abuse

Company prospect will also reflect in the price for anticipation of better profit in future.
If the Aminvest report is right, then my take is that the downside risk (share price) is limited.

Stock

2019-11-12 22:17 | Report Abuse

lcng123 Malaysia CPO price RM2,573 and Indonesia CPO USD650 (around RM2,700)
12/11/2019 9:48 AM

I was wondering why Indonesia CPO price is higher than Malaysia CPO price. Could u explain why?

Stock

2019-11-11 11:27 | Report Abuse

If QR not good, my take is that this stock will loss strength, probably loss IPO price (RM0.80) support, this is what the company mgt not like to see about it.

Stock

2019-11-11 10:53 | Report Abuse

What happened? Two operators are quarrelling? One buying and one selling?

Stock

2019-11-11 09:14 | Report Abuse

It looks like around 90% of the shipper will comply with IMO 2020 low sulphur fuel oil requirement.

https://oilprice.com/Energy/Energy-General/Why-2020-Could-Be-A-Crisis-Year-For-Refiners.html

Stock

2019-11-10 21:11 | Report Abuse

This thread so hot, but naysayers get valid points, tomorrow continue watching the movie with popcorns

Stock

2019-11-10 19:57 | Report Abuse

Half of the profit came from revaluation of Imago building, NOT real cash. Moreover it needs to repay loan (around RM 300 millions ) instalments, how to pay dividend?

News & Blogs

2019-11-10 10:48 | Report Abuse

I also support TTB, Icap Bhd founder. He is intelligence and has brilliant ideas to turnaround our country

Stock

2019-11-09 09:39 | Report Abuse

My opinion is that Johnchew31 comments makes sense.

Stock

2019-11-08 13:29 | Report Abuse

@ MingGoon, brave one makes money.

Stock

2019-11-07 20:25 | Report Abuse

Price suddenly spike up, largely due to Indo implements B30 next year which may create shortage of supply.

Can buy in MKH

Stock

2019-11-07 20:22 | Report Abuse

Yes, Calvin is chun chun for Velesto, nice

Stock

2019-11-07 19:54 | Report Abuse

@Beginner, if the Sept 2019 quarterly report (will be released this month) is good and with good potential as claimed by Aminvest, then I think no harm to hold the share at that cost, just u may to hold a little bit longer.

But if it is purposely done by the operator to force out the weak holders,then it may be much much QUICKER than u expected.

Stock

2019-11-07 19:31 | Report Abuse

Coincidently, the CRASH was after the Aminvest report which boosting the good news couple with the target price RM 1.06

Stock

2019-11-07 18:49 | Report Abuse

It looks lIke 1st round uptrend has been completed. But the correction was too severe. It might force out many unstable holders。。。

Stock

2019-11-07 06:29 | Report Abuse

'Scomies only need just above rm30 mil to meet bond obligation
It has Rm50 millions cash due from scomi mother'

Don't overlook the loan lent to Scomi mother, it is very difficult to collect back and it is also the major problem faced by this company.

Stock

2019-11-06 14:49 | Report Abuse

@MingGoon, from the latest Annual Account (see the pages written with the 30 largest shareholders) of the respective companies.

For Jaya Tiasa Bhd, he had sold partial/all (not sure about this) Jaya Tiasa shares, now he is NOT 30 largest shareholders of the company

New Company that Cold Eye hold is Mui Properties Bhd, also one of the 30 largest shareholders
06/11/2019 2:49 PM

Stock

2019-11-06 09:08 | Report Abuse

Worth to read this article
限硫令发酵,致开式脱硫塔走入困境
https://www.cnss.com.cn/html/hygc/20191031/332499.html

Stock

2019-11-05 18:01 | Report Abuse

Still not bad, hold at RM 0.93, I.e. the operator is still support the price.

Stock

2019-11-05 17:59 | Report Abuse

I'm curious whether the the inventory RM 75,626,000 is saleable or not. If it is outdated reference books, then it needs to written off. That is my worry about this stock

Stock

2019-11-05 13:37 | Report Abuse

Old news, Maybulk already has done impairment in the financial accounts few years back for investment in POSH. Last year Dec 2018 had disposed all the POSH's shares to its (Maybulk) shareholders.

Stock

2019-11-04 06:58 | Report Abuse

If Epf is selling and then buy back later on, why don't you wait to buy in when Epf starts to buy in, instead of buying while Epf is selling.

The logic is simple, I, as a normal person only have limited resources, so only buy in when the price is certain, I.e a situation when you don't have to wait for a long time for u to generate profit, this price may not be the lowest, but it is safe that u may generate profit easily.
Of course, the lower the better.

At the moment (in my honest opinion), there is no indication that the price is starting to move upwards. The increase in volume done is the selling force, I.e it is selling mode.

EPF is not the operator in this counter. So far the operator in this counter is nowhere to be seen. When there is a operator, any selling force (e.g by EPF)will be fully absorbed and price will not force down easily.

I am just sharing my thought to minimize the trading risk, however I may be wrong anyway. Who knows the operator might come in today :)

Stock

2019-11-03 14:25 | Report Abuse

I only start to accumulate below RM 2. EPF is continuously dumping, so it has great possibility that the price will lost RM 2 support very soon