U do no want to b looking back in 6 month time n having to Shoulda Woulda Coulda bot KAREX whn it was below RM 1 while squeezing ur balls hard

In KAREX u wil get 2 in 1 Condom n Gloves

Though do not wish tis on my worst enemy

Whn WHO or Fauci say even jz 'U can't rule out semen carrying Covid...' KAREX wil fly

Though do not wish tis on my worst enemy

Whn WHO or Fauci say even jz 'U can't rule out semen carrying Covid...' KAREX wil fly

WHO recommends wear a mask whn having sex

The more careful n wary r putting on condom too

Hidden demand KAREX

Looks good on paper company

Congratulations

A fund raising proposal tat looks good on paper

WHO recommends wear a mask whn having sex

The more careful n wary r putting on condom too

Hidden demand

Well looks like thr is such a thing as looks good on paper....

The bizarreness of Fintec's share price is reflective of the bizarreness of Focus Dynamic's share price

All very fair in the share market

Need only RM 60m PAT to support RM 2

KAREX's plan in Thailand is in line wit Thailand's rubber inspiration

Thr wil b policy supports n incentives

Of course KAREX's management was fully aware of this to hv decided to set up its gloves biz in Thailand

Tis together wit d other points noted in tis article is enough to support a bright future for KAREX's gloves venture




Meanwhile, the government’s task will be to design policies to facilitate investment and provide some subsidies for businesses, Nakorn said.

https://klse.i3investor.com/blogs/gloveharicut/2020-08-28-story-h1512574406-World_s_top_rubber_grower_challenges_Malaysia_s_glove_dominance.jsp

Seriously Focus Dynamic's F&B M&A wit who?

Chicken Rice Shop oso sold for RM 220m

Focus Dynamic's mkt cap is RM 4.7b

At least HWGB may hv a shot a long shot at d vaccine

Wat is Focus Dynamic"s story? Take over KFC?

Fintec is only worth looking at whn Focus Dynamic price collapsed

Not far off.... as they r using the right to rehypothecate the shares belonging to its clients' holdings

RM 0.50? Is a greater fool born every minute in Malaysia?

Fair value gain is jz paper gain not realised

Do u think thr is anyone who wil buy over Focus Dynamic if Fintec wants to sell at 2.33 per share?

Mkt is smart n clearly discounting d fake appreciation in Focus Dynamics shares price n priced in all d dilution by warrants etc

Bull run over d

All of u go back to placing ur fund into FD for pathetic return

Ask directors whn Tek Seng wil use its 32m cash to expand some more its non woven fabric production

At PE 33x RM 60m PAT per yr wil suffice to support RM 2

TG Supermax made RM 300m in their latest quarter RM 300m in jz one quarter

In Karex u get 2 in 1 goodness

HLIB FV 1.20 b4 factored in rubber gloves contribution

Competition

A lot of small new wannabe gloves companies wil b killed by KAREX in due time

Tek Seng d supplier to mask makers has fundamentals

Tek Seng is making rounds up n down rounds jz hv to get d up n down right to make profit rounds after rounds

During the Gold Rush d one tat made d most profit was not d good diggers but d one tat supplied supplies to d good diggers

Tek Seng supplies to mask makers n such

D real winner

Top Gloves n Supermax making RM 300m in jz one quarter

https://klse.i3investor.com/servlets/ptres/56431.jsp

Orlando So tis modest RM 60m per year KAREX can hit or not?

25/08/2020 12:23 PM

RM 44m per day

RM 1.83m per hour

TOP GLOVES clocked in 347.90m in its latest quarter

So tis modest RM 60m per year KAREX can hit or not?

Supermax clocked in RM 399.6m in its latest quarter

See properly in jz 1 quarter

RM 133m per mth

RM 44m per day

Wit high ASP if not mistaken big 4 hit RM 100m PAT in jz 1 mth

NOS 1,002,000,000

To hit RM 2.00 for mkt cap RM 2,004,000,000

Same PE 33x for gloves co

So need PAT RM 60,727,272

RM 60m PAT can hit or not?

Roughly how much can d new gloves biz phase 1 makes in a year?

10m? 20m? 30m? 40m? 50m? 60m? 70m? 80m? 90m? 100m?

Original post

Toned down to 4 years d but stil good



Orlando Orlando Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

31/07/2020 6:40 PM

02/08/2020 9:46 AM

Market agrees wit me

PE 20x

Due leader position selling to almost everyone in d mkt

Due 51m cash for further expansion if super demand persist

Due low interest % regimen pathetic return from FD

Existing bizs per latest Q

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 4 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 5m per year of PAT at NOS 360m EPS 0.014

Total EPS 0.086

PE 15x = 1.29
PE 20x = 1.72

EPS for existing bizs could b higher due MCO over in Jun

Based on UPA's clarification on its non woven fabric new biz to Bursa PAT from tis new biz likes nothing to shout abt??

Based on UPA's clarification on its non woven fabric new biz to Bursa PAT likes nothing to shout abt??

Pathetic fallacy

Orlando Orlando Existing bizs

EPS 0.018 x 4 = 0.072

20m expansion coming in by Q3

Say 20m recovered in 2 yrs due to good price due good demand (tis precisely d reasons want to expand) so additional 10m per year of PAT at NOS 360m EPS 0.028

Total EPS 0.10

PE 15x = 1.50
PE 20x = 2.00

EPS for existing bizs could b higher due MCO over in Jun

31/07/2020 6:40 PM

02/08/2020 9:46 AM

Based on past history ak pek could b aggressive in spending money on plant and machinery to expand a viable busines

Face mask fabric is sure bet viable

20m could be jz d beginning

SCGM spending 350k on 2 face mask plant and machinery and in saturated market

TELSENG spending 20m on face mask fabric plant and machinery and in 2 3 suppliers market

TEKSENG 5.7x more

Seen in pictures d non woven fabric plant and machinery look simple as such can b installed quickly to start producing almost immediately hence TEKSENG management guidance tat d increased production wil come in in Q3

R u talking abt SCGM or TEKSENG?

TEKSENG spending 20m


stockraider Can meh ?

So cheap ah ??

Raider can also buka kedai like that loh...!!

Spending jz 350k shouted till whole Malaysia know it

20m how?

SCGM 350k can buy 2 plant and machinery to do face mask biz at scale big enough to make announcement to Bursa

20m can buy how many plant and machinery to do non woven fabric biz at wat scale?

Effect of 20m expansion coming in by Q3