Im more positive with this cloud news, the profit margin from this business is like 70-80%. The founder of GASIA will own K1...riding the wave together. Plus clients are from enterprise, big spending on IT trend, so margin will be fat like mad.

Let me assure u guys, don’t buy harta. They dont have spare capacity to benefit from this spike in demand, only benefit in ASP increase. Topglove does have spare capacity

i checked nasal swab margin is also way higher compared to gloves, far higher. Regionally we havent do mass testing yet. Even singapore cant do much of mass testing due to shortage of nasal swab...no one is talking about this yet.

https://www.bloomberg.com/news/articles/2020-05-08/singapore-s-nasal-swab-struggle-shows-why-test-kits-are-scarce

dont forget k1 also doing cloud computing services for entreprises through its subsidiary G-Asia Pacific, k1 should benefit with work from home happening across Malaysia at the moment. they also venture into Indonesia, Vietnam, Thailand and the Philippines, & Singapore for cloud computing. i think this will be the driver for upcoming quarterly results.

make sense, what i like the most is NP 50% is just a no brainer...I just saw Singapore listed glove manufacturer, 1Q20 results up 54% YoY, if we use this for malaysia listed...take example Supermax...assuming similar growth annualized..supermax only trading at 21x PE

Didnt the article said, it expanded capacity by 5 times, 2019 revenue 29.6m, assuming 2020 grow by only 50%, with net margin of 50%. The bottomline should be 22.2m, u give 25x...target would be RM1.75 worrr

FearTrend, why 20x PE? Comfort 40x, HLT 42x...plus Nova net profit margin is 50%!! Thats crazy high, where got other players register 50% net margin. I think multiple should be higher, no?

Wow Dato Kembara ur analysis is very good!! What’s ur next stock to buy? Kindly share Dato...respect!!

Wow can still buy? Thinking of canceling my FD shitty rate better buy this for 10% yield! Just notice that zhulian is actually listed...my family always buy zhulian jewelry...quality products and good price

All investor conference should boycott tony pua

Vote to throw Tony Pua

TM very easy look at vols, pickup last friday, flush out the sellers already last time, foreign already net foreign buying last friday. All this news from PH govt is going to an end, they will realize not easy to micro manage all the businesses. Look at Tenaga.

Buy!!!...those who sold yesterday will regret!!! Believe in ECON TP Rm1!!!

AQRS won project today..SUKE...piling job should go to ECON...these two good relationship

All big caps kena whack today...mid cap soon?

Worst case value 0.70*

My worst case value if no job win this year

Fund start collecting already, net cash, decent yield, weaker ringgit good for pecca, better buy before technical guy jump in

Should benefit from auto raya sales due to zero GST, now to buy car already 2 months waiting period...order very good!

My TP at least RM1

Good company, fundamental very strong, fund slowly collecting already