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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.
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?
2019-11-27 05:26 | Report Abuse
Auditor resigning is always not a good sign
2019-11-27 04:38 | Report Abuse
Not a great quarter. Opportunity to add if retraced
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.
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?
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.
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.
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.
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.
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.
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%
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.
2019-11-08 08:47 | Report Abuse
Results out today. Expect some minor correction due to the high watermark of last year peak earnings.
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.
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.
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.
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
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
2019-10-17 19:44 | Report Abuse
Who cares whether TSMC price drop today. What you want to pay attention is their shipment volume.
2019-10-17 14:32 | Report Abuse
Fantastic Q3 result from TSMC. Hopefully this translates to higher business volume for Frontken
Stock: [FPI]: FORMOSA PROSONIC INDUSTRIES
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