PaulNewman

PaulNewman | Joined since 2019-09-13

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Stock

2019-11-27 17:08 | Report Abuse

Almost 1 million shares being sold in the last 10 minutes. The only block that is big enough to do so has to be PNB. The question is who is the buyer

Stock

2019-11-27 08:57 | Report Abuse

The wonderful result of 2018 included insurance compensation. Without the compensation, the earnings wouldn’t look too pretty. However, that’s the last. Investors are forward looking.

Stock

2019-11-27 08:37 | Report Abuse

Dear 888next, I have glanced through your financial reports. I can’t help but noticed that prior to the unfortunate fire incident, Notion had not been able to record a consistent stream of profit (2012 to 2017). May I know what is the reason for the past results?

Stock

2019-11-27 05:26 | Report Abuse

Auditor resigning is always not a good sign

Stock

2019-11-27 04:38 | Report Abuse

Not a great quarter. Opportunity to add if retraced

Stock

2019-11-26 19:07 | Report Abuse

This is an opportunity to add. This quarterly earnings is expected to be low and discounted into the price already. In Mid 2020, APCO will start its engine. From JAKS forum, a member said power companies will see their share price run north 6 months before the commencement of electricity sale. If and when APCO earnings start to reflect in financial statements, I don’t think YTLPOWER will remain a penny stock.

Stock

2019-11-25 19:21 | Report Abuse

How can I track the prices of Master Packaging raw material? Is there any pulp index that I can benchmark against?

News & Blogs

2019-11-23 15:59 | Report Abuse

The ship on this one has sailed. I entered at RM 2.60 and been comtemplating to take profit. Buying below the RM 2.50 mark was a contrarian move.

Stock

2019-11-23 15:56 | Report Abuse

The mystery is finally solved. LKH is using Ekovest as a fund raising vehicle for BM. Is this the best deal flr Ekovest shareholders? No. Does LKH have other choice? No.

News & Blogs

2019-11-23 11:07 | Report Abuse

This article is timely. Released after TGUAN share price went up from RM 2.50 to RM 3.40. David would have been a stock god if this analysis was posted few months ago. In my opinion, this article does not add much value because it is merely information review, not information discovery. Anyway, thank you for the well written analysis.

News & Blogs

2019-11-23 10:20 | Report Abuse

Despite the bad publicity, Layhong has rebounded almost two times since last year. A pretty good play by all means.

Stock

2019-11-23 10:02 | Report Abuse

Latest quarterly earnings have been reflected in the share price pre announcement. Hence, there was no big gap up yesterday. Valuation seems rich at this P/E.

Stock

2019-11-22 17:50 | Report Abuse

Share price ran ahead of fundamentals due to cold eye effect. Salute will be a good buy once it retraced 40%

Stock

2019-11-22 12:52 | Report Abuse

This is a tale of motivated selling. Due to PNB asset streamlining exercise, FPI shares are being sold down without fundamental reason. There are about 10m remaining PNB shares. At their usual selling rate, after two weeks they would have finished selling. From December onwards, expect FPI shares to rechallenge their all time high.

Stock

2019-11-08 08:47 | Report Abuse

Results out today. Expect some minor correction due to the high watermark of last year peak earnings.

Stock

2019-11-04 19:13 | Report Abuse

Its from Ambank analyst report.

Did some searching. The new client who designed silicon carbide chips is likely Bosch.

Stock

2019-11-04 17:39 | Report Abuse

Suzhou plant running at full capacity after the arrival of new machines.

Secured a new automotive customer that may contribute 10-15% revenue.

The prospects are good.

As long as the upcoming quarter is not too ugly. RM 12 is on the way.

News & Blogs

2019-10-26 15:40 | Report Abuse

This is a bad investment from a timing perspective. So much capital is locked up on a non performing company.

News & Blogs

2019-10-26 08:27 | Report Abuse

Unisem recorded a loss making quarter due to exceptional items related to their indonesian operation. Without this expense, they would have made a profit

Stock

2019-10-20 10:43 | Report Abuse

MPI might be a better play. You have the same investment thesis; great cash flow, pile of cash on the books and the same parent company. What’s better is MPI is in an industry that could see potential growth going forward

Stock

2019-10-17 19:44 | Report Abuse

Who cares whether TSMC price drop today. What you want to pay attention is their shipment volume.

Stock

2019-10-17 14:32 | Report Abuse

Fantastic Q3 result from TSMC. Hopefully this translates to higher business volume for Frontken