bclassinvest

bclassinvest | Joined since 2019-09-20

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2024-06-06 11:29 | Report Abuse

good lah.....good!

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2024-06-06 10:27 | Report Abuse

Going up quite a bit this week. Any good news to share?

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2024-05-30 10:20 | Report Abuse

Turning around with good prospects for the year! Let's go!!!

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2024-05-17 11:18 | Report Abuse

Woohoo....here we go again!

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2022-07-20 16:11 | Report Abuse

I support paktua.

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News & Blogs

2021-03-11 10:24 | Report Abuse

The analysts are at it again, increasing their net profit estimation while lowering TP at the same time. The analyst's view from Maybank is very perplexing indeed.
I do agree that INTCO and Bluesail's aggressive expansion plans are a cause of concern but do you really think Topglove is just going to give up its crown?
Any glove manufacturer worth their salt would know that you need to expand production to more than 100b in the next few years. If not, you will lose your market share to INTCO or maybe even Bluesail.
That is exactly what Topglove and Harta are doing now, they are defending their market share. Armed with plenty of cash, I believe they will be able to increase productivity as well with increased robotics application and further automation. If you ask me to choose between INTCO and Topglove, I like my chances with the latter.

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2021-03-04 15:04 | Report Abuse

Everyday sunday ah? So nice....

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2021-03-02 10:36 | Report Abuse

Congrats to those who bought low.

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2021-02-26 23:11 | Report Abuse

Does it mean I can transfer my shares from KLSE to HKSE?

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2021-02-26 23:10 | Report Abuse

Subject to completion of the proposed dual primary listing, Top Glove shares will be listed and traded on Bursa, SGX-ST, and HKEX and all such shares will be fungible/transferable among these three stock exchanges. (Source: theedgemarkets.com)

Anyone can elaborate on the shares being fungible?Anyone with prior experience?

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2021-02-23 09:19 | Report Abuse

@paktua...I agree with you. Investors kalah traders!

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2021-02-18 11:02 | Report Abuse

Getting quiet now. I like.

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2020-12-04 16:06 | Report Abuse

Maybe people misread that ?

What new project ?


Hi Robert, what does it mean? Limbayong?

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2020-12-04 10:29 | Report Abuse

Party restart after 1 year. Don't leave first. More to come.

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2020-11-27 11:24 | Report Abuse

Hi Gabriel, can I know the source of this research?

FY20E: Poised to deliver one of its highest PATMI in history

The above expected 3Q20 core PATMI was driven by high CPO ASP, decent downstream contribution, and lower-than-expected unit cost. While 4Q20 PATMI are likely to be lower QoQ on weaker output, and higher cost and taxes, SOP will nonetheless end the year posting one of the highest PATMI in its history. Following our EPS upgrades, we raise our TP to MYR5.36 on 15x 2021 PER peg, its updated historical 5Y mean. Trading at just 11x FY21 PER and adj. EV/ planted ha of MYR23,000, SOP remains a BUY.

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2020-08-29 11:54 | Report Abuse

For those who have been holding since last year should know the best....never trust these IBs. Better to study about the company and believe in your own research and TP.

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2020-08-29 11:52 | Report Abuse

As usual, Aminvest is clueless. TP from 0.1 to 0.47. Unbelievable!

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2020-07-24 11:09 | Report Abuse

Hold on tight. Good news coming.

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2020-07-20 10:26 | Report Abuse

Q2 profit will be higher. RM4 short term.

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2020-07-20 10:24 | Report Abuse

Q1 profit after tax(strip off derivative gains) = RM33m. EPS =5.8c

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2020-07-20 10:17 | Report Abuse

Buy more now for 50% profit!

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2020-02-05 10:33 | Report Abuse

Total contract valued at around RM900m. Latest TP 3.33. Gogogo!

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2020-02-04 11:37 | Report Abuse

Wah...panda.this will become legendary quote when it happens. You go toilet come back will become 55c already...

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2020-02-02 15:16 | Report Abuse

I think the retracement has been the culmination of a perfect storm. A lot of investors including those in this forum were expecting a positive outcome from Claire court case. The disappointment plus the current sentiments caused by the coronavirus has been the major reasons why there was a big drop. Plus, now some ppl worry Abd further impairments for the last quarter. I look at it from both side of the argument and this is my conclusion. While there is a possibility of impairment for Q4, I think if BA were to appeal against the court decision, then there won’t be any impairment yet. So, hopefully we will get something to cheer about before Valentines Day.

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2019-11-14 14:55 | Report Abuse

@Panda, I might hold too until 2021 if there any no global recession or any material change in Armada. My only worry is RI when the price hit 80 cents or above. Anyone has thoughts on the possibility of RI later, say when price hit 80 cents or higher?

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2019-11-08 09:52 | Report Abuse

Guys, it is important that we stand united especially the long term investors who have been through the ups n downs together on this Armada journey. I do believe together with all the taikos here, we hold substantial shares of Armada and can make a ripple here.

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2019-10-31 09:59 | Report Abuse

I do agree with RJ87 about the execution risk in particular with Yinson. They are getting big projects now but whether they can deliver is another issue altogether. I remember reading CIMB reports on Yinson and that's what is bothering them too.

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2019-10-31 09:57 | Report Abuse

Thanks, Robert for the insights.

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2019-10-30 21:31 | Report Abuse

Thanks, Robert for sharing the news on Barossa. Modec is definitely stretched, they are winning a lot of projects this year. Seems like they have an advantage over the others. I think Yinson is also close to being stretch assuming the get another award from Brazil and Africa. Not to mention, they are also the front runner for Limbayong too. Btw, any idea why Modec is only trading at PE13+?

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2019-10-23 09:50 | Report Abuse

Good to see fellow Armadians, Mabel n Micheal here too.

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2019-10-23 09:50 | Report Abuse

Panda, another gruesome company after Armada? Hmm....interesting....

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2019-10-17 10:45 | Report Abuse

I have been holding since Qatar crisis. It is rewarding but must have patience with this counter.