What will be Bursa vol & val tomorrow based on the foresee aggressive action from glove counters??

vol > 15bil ?? (9.28bil for today's vol till 3.30pm hanging time...)
val > RM11bil??

More transacted value means more business to Bursa.
(juz like more collection from toll if more vehicle using the toll road..)


When interest from glove counters subside when covid new cases drop, attention will move the other industry with high recovery potential..... and foreign investors will be back.
So value will be there .....

Juz some xtra infor :
(Figures are at lower side)

2019CQ1 = ADV:RM2.07bil
2020CQ1 = ADV:RM2.53bil

2019CQ2 = ADV:RM2.02bil
2020CQ2 = ADV:RM3.76bil.

2019CQ3 = ADV:RM1.86bil
2019(Jul01-15) = ADV:RM1.98bil
2020(Jul01-15) = ADV:RM5.00bil.

Bursa revenue always at a level of 0.85% - 0.95% ratio from total transacted value in that particular quarter.

So 2020CQ2 total val = RM220bil. Then est Rev=RM190mil at 0.86 ratio...

mb can do some own judgement from here....

NJOY

Any surprise from today's announcement----

Big Sell or Big Buy ??

How many shares EPF bought yesterday (18-Jun) if they buy low and sell high...
Can hit 10m shares on this day??

Waiting for announcement in next week for today transaction (18-Jun-2020).....

EPF big sapu.
Mb goreng soon or next month??

EPF bought huge Dialog share on yesterday announcement.
Mb will goreng 1 month later??

EPF yesterday announcement shown bought 3,000,000.
Hopefull coming few announcement they will buy up to 10,000,000 shares.....

Hope for the good future??

10.15am (9-Jun-2020)

Bursa transacted Val hit RM2bil (Vol=3.5bil shares)

Super HOT.

Oil px up.
So nx wk all go goreng oil counters?

Huge val on Rotational play is good for Bursa revenue.

NP (EPS) definitely increase.
Now key is PE.
PE for glove counters are hitting 100...

Bursa PE is around 35....

Investors have to ask what type of businesses can make big money during covid crisis??
[a] 1st choice = Glove + PPE
[b] 2nd choice = Bursa??

Compare to Bank, Auto, Property, Electronics. Construction, Logistic.......

Last Question: The flow of Money
What type of company preferred by MONEY ( making profit or losing money)??

NJOY

The power of Addiction:

Before MCO started, the choices available to the gamble kaki out there are casino + betting station.
So many years they have been brainwash with this type of "short-cut" revenue but the winning chances is less than 5% and they always have a good ambitious of not giving out and this made Genting + Toto... made tonnes of money.

With MCO started until now, they accidentally found another method to gain "short-cut" revenue by doing online share trading. The good things of this are:
a) you wont lose all....
What I mean if u bought TopGlove at RM13, the lowest it will drop is to RM5.
b) The wining chances are high.....hopefully..


Hope they will addicted to online share trading activity which is good for Bursa biz.

If you are invest in this counter, need to do monitoring on daily vol & val.....



GD LUCK...

Only HLB keep talikng at this moment.

The rest not in yet.
What will happen once others in.....

ROADSHOW coming.....

Val momentum still there.
If RM6b everyday till Jun end, can PE hit 60 ( currently is 32)??

Only time can tell.

Njoy...

Vol and Val super hot.....

EPF big buy....

Transacted val still extremely high.
Can today (29-May) hit RM6bil??

If daily value in Jun is maintain at RM3.8bil, then in CQ2,Bursa revenue can hit min RM230mil with EPS more than 15sen.

Glove counters PE now are between 70 to 100.
If Bursa PE is 50 by end Jun, then it will be amizing....

Njoy.

Suspect EPF purchased huge share on 15-May (last Fri).
Let c how is my guest when they make announcement today if any....

Bursa 2020 Forecast QR Result:

CQ1 = 8 sen (actual)
CQ2 = 12 sen
CQ3 = 11 sen
CQ4 = 8 sen
TTL = 39 sen
Assume total div=35 sen.

If PE = 30. Price will be RM11.70.
High PE due to good div yield compare to FD rate.
So div yield = 3%.

INVEST IN YOUR OWN RISK.

njoy....

For better calculation, use Revenue/PPE.

Not doubt that Comfort is the best among all glove counters but big fund mgrs are shine away from it due to it is small-mid cap.

Need time to build up the biz.

Gold & Silver super hot due to worldwide shortage??

Glove demand is good and some said 1 yr waiting list.
Before Covid, Msia gloves companies were running at almost 75% - 80% cap.
With the sudden surge in demand, they only can hv additional 25% cap to support.

So how much % increase of NP can be generated from the additional 25% upside + strong US$.....with current capacity....

On top of their current expansion plan which they worked-up before covid, need at least 9 months for any new capacity expansion plan to be commence..

And also 1 very important issue:
Raw Material for glove, good demand will push up raw material cost and......
Just like what happened to raw material for masks.

Think carefully....

等待的付出， 几会因该出现了吧！

KLSE value & volume always at the low side in Dec due to closing financial report by fund managers + year end holidays. Jan2020 foresee strong volume and value before CNY and hopefully my small bet on the following stock can give me 10%-15% ROI for my duit ang pou.

BURSA MALAYSIA.
17Dec px = 6.02 - 6.08 w closing 6.08.
If 15%, it will be 7.00 and mb it is too aggressive.


INVEST IN YOUR OWN RISK.

enjoy....

PBT & PAT % level not that encouraging.
MB one of the hidden reason is the importers at the destination countries are pressing down the small players price .....

Not too good thing is that Qtr depriciation is abt >70% of Net Profit which is consider very high compare to TG & Spmx....

I think actual value will emerge in Q2'2021 hopefully.

My posting on 29-Nov hoping 1 wk to hit 1.47 but it took 2 wks.
Hopefully will stay at 1.45 range for window dressing purpose.

My nx posting will be at Bahvest site early nx wk but not related to Bahvest....

TQ @wbwanabe for your infor.

Demand outstrip supply good sign of increase ASP in CQ4....

TQ for those who sell and also who buy Supermax today.
Nx wk looking forwards to 1.47 hopefully....

Year end. Not much activity.

Just look at Velesto, QR out yesterday with perfect result but share px juz up a bit coz current mkt px has reflected the good result....

Current mkt px already reflect all glove counters result for CQ4.
So there is no panic sell.

It is very funny to release the not so good result 1 day before AGM juz to let shareholders to screw the management??

Suspect price will recover back before noon time today...

During PP to any new potential investors, financial forecast projection normal spread for 3-5yrs which means new investors are looking beyond 2020 company performance.

PP at 60sen which is at current mkt price instead of 55-56sen logically not fare to the new investors but bear in mind that they are NOT STUPID.

The new investors are looking forward to annual ROI of 7-10%.

This is just my guess. NJOY

[BIG BOSS]
-Previously bought under deem interest.
-Now bought under direct interest..
-and still buying........



[SHARE BUY BACK]
-Now start keep buying own share. CASH FLOW too strong??

My humble short posting on 17-Oct-2019 abt my view and my bet on Velesto (Px still around 0.32 at that time and wa was 0.125).

One IB has gave px upside re-rating on this company and before re-rating, big funds pushing up the px w big vol. Now is cooling down at px around 0.40 w wa 0.15.

TQ to the big fund and I managed to make just only 20% (compare px up more 30%) w holding period less than 3 months.

Now I wait for another counter - 有目标的等待也是一种投资。


THERE IS NO ANSWER IN ANY KIND OF INVESTMENT.
THE ONLY ANSWER IS THE RESULT (Positive or Negative).
INVEST ON YOUR OWN RISK.

including tomorrow most likely only 1.5day show.
funds always clear position in month end.....

[BIG CAP]
Recent Investment Bank rerating upward on MISC based on few new contracts + future business opportunity. Re-rating was done in early Sep and share px increse from RM7.00 to RM8++ (abt 15% up).
But I missed this opportunity.


[MID Cap]
Another Re-rating might happen on Velesto due to recent contacts won and foresee fully utilisation of jig. This is mid-cap and foreign investors might not interested on this company.
Px already up 20% since early 2019 and if CQ3 QR (release in Nov'19) is positive again, the chances of flying another 10% will be there.
Now I try my luck here.


[Small Cap]
Bahvest is considered small cap and need few qtrs of good result to support the px to fly coz big funds normally not interested on this type of counters.

NJOY...


+++++++ INVEST IN YOUR OWN RISK.....+++++++

1st = Issued 102.13mil share @RM0.94 apiese in early 2017 to buy gold business.
2nd = PP done at RM0.77/share in Mar'2017 raised RM36mil.
3rd = Bonus Issue 1 for 1 in Dec2018.

After BI, share px will become half and should be around RM0.35 - RM0.40.

Above is logical thinking but market always behave any direction they like....

So from the above, siapa untung? siapa rugi?...

The purchase px of US$50mil from Seath was done in Jan2017.
If include of inflation on business activity at 5% per annum, it will become US$58mil in the end of 2019 (assuming this business is making profit....)

US$58mil on 1980 towers = US$29k/ tower.
Now hv 2,600 tower = US$75.4mil @RM4.15=RM313mil.
Per share val = RM0.38???

The magic of inflation????

Who took up 100mil (almost RM32mil) share disposed by ASB??

OCK bought Seath at US$50mil w 1980 towers.
1 tower = US$25,250.

Now Seath own 2600 towers.
So total can reach US$65mil @4.15 = RM269.75mil ( per share = RM0.31)

Too good to believe??

OCK bought 60% of SEATH at US$50mil w forex RM4.07 range = RM203.5m

If new buyer targetiing Seath, it might fetch US$60mil w forex RM4.15 range = RM249m (RM0.28/share)....

Sounds good...

Netx
Since 2012, 85% of the qtrs making lose.
If company didn't offer good salary increment and gd bonuses, will the experience staff still with the company?? mb the staff already join OCK.....

Now is CQ4 and historically mkt will be slow down with vol & val shrink and adjustment PF for blue chips will be done in end'Nov.

Some counters will be "ding tong" w no big px diff during this period.
International big fund is closing account for Xmas bonuses n holidays.
So be patient.....

The sentiment of glove counters are controlled by TG & Harta result.
It might need to cruise for another 2 qtrs before the positive sentiment w big fund flowing in....
Patience (等待）w objective is also a type of investment 。。。。。

https://www.theedgemarkets.com/article/378kg-gold-worth-rm65m-extracted-tawau-gold-mine-%E2%80%94-cm

After this, no o/p infor anymore. Why......

PNB / Yayasan pelabuhan Bumi both 15.388 ( x2 )

Note:
Sorry, cannot x2 coz PNB is Direct Int & Yayasan is Deems Int.
Only cal 1x.

CEO is still dumping his equity to someone.....wait wait before U -turn

The increase of cap w output turn to revenue will be reflected in nx QR release hopefully...

https://www.booking.com/hotel/my/taman-herba-pasir-raja.en-gb.html

Is he a good friend of ex TH chairman??
ex chairman gone after election, then ??

indicate new SH coming??

Appreciate if someone can update some infor on AGM today.
TQ.

suspect those rejected gloves after factory QA might be sold to Poultry companies like TSCap & LHI at selling price a bit higher than recycle cost.....