USD100mil investment = RM450mil investment.
Assume ROI is 8-10%, then we can expecting YBS to generate RM40mil - RM45mil net profit per annum.
If YBS really can achieve this profit, then YBS market capital should be at least RM800-900mil (based on 20 PE)

I think they purposely press down the price for private placement.
After PP done, the share price will back on track.
So Aug/Sep 2024 is the last month to collect cheap ticket. Once PP is complete, and once ENOVIX start receiving order for its battery production, then YBS will shoot up to RM1.50.

Kossan result is out, and it is below expectation.
Could it be some of its client has been swallow by our Taikor Top Glove?
If this is the case, then this coming QR we could expect RM80-90mil of PAT from Top Glove.

Another CEB is the making?
See you below RM1.00

But don't worry, I believe revenue drop could be highly due to the Red Sea crisis and cause some of the June'24 sales postpone to July'24.

If this is the case, then you can expect next quarter Q3'2024 to achieve PAT of minimum RM70-80mil (assume at least RM10mil profit brought forward from Q2 to Q3)

Danco result is not bad.

QR boom...
50% lower than my expectation of RM60mil PAT.

I think the basket is full with Ikan Bilis first.
I take profit n cabut first, RM4.20 is already above my expectation.
Good luck everyone. Wish you all the Best!

@UncleFollower, no choice, the game is controlled by those big institute player. They are observing how many ikan bilis in the net, if not much, they will push up the share price to attract more. Once the net is full with ikan bilis, they will start hunting, short sell until the price break new low, then repeat again.

For us, we treat Bursa a place to reserve and generate wealth for long term, for those institution player with billion of hot money, it is just a place for them to hunting, they have no intention to park their billions into 1 counter and wait for it to grow over the years.

Bursa has yet to release the result, how come NST already reported the news?

Something big is brewing...
Within 2 days 2 Director is resigning...
Not sure is good thing or bad thing...

New director will be appointed soon? From Enovix? Or appoint new director with more professional background? As now YBS will be mainly liaise with Enovix this type of Nasdaq company, so it may need a professional management team which able to handle those Fortune 200 global clients.
Or instead of appoint YBS as sub-contractor, ENOVIX plan to direct acquired YBS?

Ok la, although still loss making, but at least can see losses is reducing, and revenue is increasing.
If exclude the Inventory Written Down of RM3.8mil, the result will be even better.

OMG... KWSP also cabut.
Seem like tomorrow is a another dumping day.
30sen?

Market sentiment is very weak.
No matter how good is the result, share price will not be up.
Can refer to Perdana, Keyfield..

Any good new that someone secretly told you will forever remain as a secret, it will not become real news

If today below RM3.80, then tomorrow will retest Rm3.50.
Don't forget YTLPOWER is the dragon head of this round of Data Centre Theme.
Once the dragon head being chopped, all the small potato, crab & prawn soldier (MNHolding, Powerwell, Ranhill...etc) all will be follow sinking.

Last month I am still laughing those Ekovest Hater target price of 35sen, coz it sound like a mission impossible.
Now seem like it will achievable.
I need to slap my own face kaw kaw.

Within 1 month from 97 sen to 72 sen, another CEB in the making?
This so called RHB Top 20 Jewel?

What happen to YBS? Sinking?

曾经看过那么一个故事：-

某某老品牌公司被资本家看上，短短几年整间公司就被这些无良心的资本家掏空，散户们投资的血汗钱全部也被掏空，幸苦为公司付出的员工全部被辞退。

明明某某公司已经一次过赚了几十年的盈利，就算接下来行情坏，亏损个3-4年，公司应该还是非常健全，财务非常健康的。可是有些无良心的资本家想尽办法掏空公司，高价收购，高价投资，把所有的钱都转出去，剩下一个空壳，然后再想散户们讨钱，附加股，私下配售等等。

请问资本家，你这样做你晚上会睡得安心吗？ 你的家人长辈和下一代会过的顺顺利利吗？我是真的相信恶有恶报，善有善报。
这也是为什么有些人寿命不长，英年早逝，绝对是有原因的。
而那些遵守底线的资本家，负责任的资本家 （比如巴菲特）， 都可以很长命。

身为一名散户，我们明白任何投资都是有风险的，也明白做生意也是有风险，这些我们都明白，也可以接受，但是我们不能接受的是一些人一开始就抱着要掏空公司，要欺压散户的心态，那是不可原谅的。

至所有的资本家，你有没有想过，你有今天的成就与财富，并不是你比我们更聪明，或者你比我们更勤劳，只不过是上天眷恋你，让你有机会成为资本家，让你发财，然后希望你去帮助更多的人，管理好一间公司，让所有的员工和股东都能收益，而不是让你去欺压散户，遣散员工，掏空公司的钱财。

Big volume today.
Next week you can expect to see announcement that Dato Ong dispose million of shares.
Really no hope d this counter.

Yes, sure can achieve 30sen.

Old d, no much 10 years available.
Started invest since 2004, and now is 2024 (20 years d)
Invest heavily in Bursa, have faith with Madani Government, have faith in Malaysia Economy.
Hope can achieve 8 digits portfolio value before 2028.

2 more months will celebrate 1 year old shareholder in this company.
Accumulated 6 digits shares in this company.
Highest bought is 95sen, lowest is 73sen.
And today is 73sen.
5 digit paper loss in Knusford, and 5 digit paper loss in Ekovest.
Give Tan Sri two more years (Till 2026), hope can turn my paper to become profit of 6 digits.
Have faith in Tan Sri Lim Kang Hoo.
Knusford TP: RM1.80 (before split 3:1)
Ekovest TP: RM0.80 (after merger)

So this is good new or bad news?

Still remember the "Gold Finger" movie, got 1 part 任达华 told 梁朝伟， that a Hong Kong company spends years of hard work to build the Golden Hill Empire Tower, but within few month, those capital market player swallow the entire building using capital market skill.

Just wondering, in this type of situation, why listed company cannot apply to bursa for suspension of trading, then arrange a media conference, announce to public what is happening, and how much is the impact , and how company will take action to cover this loss.

Example: Explain to public what happen to the acquisition of US company, how much losses to be recognise, what action will be taken such as legal action, file arbitration,

Really interesting to know who is the new shareholders.

Hope Mr Ooi Kheng Thye appear to be the new shareholder

YBS x Enovix Grand Opening

When more n more bad news come out and share price was not affected by the bad news, then you know it is time that someone is swallow the share and ready to rebound soon.

Back to 46sen by Friday

Handsome rebound.

Erm.... If I am Mr Ooi Kheng Thye, I will buy a lot of CAPE EMS.
I will sapu a lot from 40sen to 70sen.. Then once reach 5%, announcement come out, sure CAPE share price will be standing above 90sen.

QR report suddenly out.
Seem like good profit, if added back the Forex loss and inventory written down, total around RM12mil.

这几天，不管老手还是新手，都吓到脸青青了。

Dividend Yield is higher when share price drop.
Hopefully its profit can perform better (QoQ increase, YoY increase)

Volume are still high, wait until below 15mil only go in.

I believe all these are robot trading.
They already preset the formula (trading strategy), and the robot system will trade on itself.
For example:- Automatic dispose XX lots to next asking price follow by 5 continuous selling transaction.

Wait for daily volume drop below 15mil, then only consider to buy in.

This counter is waiting for some Guru or Youtuber to promote.
This company has built a very very large factory and start operate on last year.
As it is still at initial stage, so the new factory is only running at 20-30% capacity.
Once everything is ready and order is on track, this new factory will be running at 90% capacity, and by that time profit very be very good.

For me, this counter is similar like SKBSHUTTER, it can be sideway at 30sen++ level for 1-2 years. But once its start generate profit, it will be covered by Guru / Youtuber / Research House, and by that time, the share price will be increase dramatically by 200-300%.

SUBUR TIASA is the super hidden gems.
This counter share price should be minimum RM2.00.

Based on current trend, I think RM0.30 will be achieve in very near term.

Hope coming weeks can hot my TP1 of RM0.29.

Let's monitor tomorrow transaction.
See any invisible hand is quietly swallow all the tickets from retailer?
Or any invisible hand throwing all the ticket to retailer?

August will be the month for DANCO to outperform.
DANCO have chance to hit RM0.55.

August will be the month for Glove Counter to outperform.
Hexcare have chance to hit RM0.28 again.

August will be the month for Glove Counter to outperform.
Comfort have chance to hit RM0.53.

August will be the month for Glove Counter to outperform.
Supermax have chance to hit RM1.05

August will be the month for Glove Counter to outperform.
Kossan have chance to hit RM2.80.