RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

The Star finally picked up on the ventilator story. Better late than never.

Those looking for a covid-19 play should also look at RGTBHD

RGTBHD (9954), the newly discovered Covid-19 thematic play (https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp)

Newell Brands Inc 1Q 2020

Rubbermaid Commercial Products (sanitizer and hand soap dispenser) is under Newell's Commercial segment, which is doing well due to covid-19.

https://ir.newellbrands.com/events-and-presentations

"Consumer demand patterns. As the quarantine phase of the pandemic has taken hold, consumer purchasing behavior has strongly shifted to certain focused categories. While certain of the company’s businesses benefited from this shift in the first quarter, including food and Commercial"


Listen to their 1Q 2020 conference call webcast (https://ir.newellbrands.com/events/event-details/first-quarter-2020-earnings-webcast)

Go to 8:00:

"Rubbermaid Commercial Products also saw an improved topline trajectory in 1Q with strong demand for hand sanitizer and washroom products..."

15:14:
"Our Commercial business is also poised to have a strong second half. They have a strong order book and we believe we'll be able to fulfill these orders in Q3 and Q4 as supply constraints ease....."

57:33:
"Commercial in the first quarter was clearly a big winner..... the order book is very full. But there were especially on things like sanitizer and stuff......But as we are expanding capacity, we think that over time we'll be able to fulfill that."

Newell Brands Inc 1Q 2020

Rubbermaid Commercial Products (sanitizer and hand soap dispenser) is under Newell's Commercial segment, which is doing well due to covid-19.

https://ir.newellbrands.com/events-and-presentations

"Consumer demand patterns. As the quarantine phase of the pandemic has taken hold, consumer purchasing behavior has strongly shifted to certain focused categories. While certain of the company’s businesses benefited from this shift in the first quarter, including food and Commercial"


Listen to their 1Q 2020 conference call webcast (https://ir.newellbrands.com/events/event-details/first-quarter-2020-earnings-webcast)

Go to 8:00:

"Rubbermaid Commercial Products also saw an improved topline trajectory in 1Q with strong demand for hand sanitizer and washroom products..."

15:14:
"Our Commercial business is also poised to have a strong second half. They have a strong order book and we believe we'll be able to fulfill these orders in Q3 and Q4 as supply constraints ease....."

57:33:
"Commercial in the first quarter was clearly a big winner..... the order book is very full. But there were especially on things like sanitizer and stuff......But as we are expanding capacity, we think that over time we'll be able to fulfill that."

RGTBHD doing medical devices.Reminds me of Scomnet...

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

RGTBHD (9954), the newly discovered Covid-19 thematic play [$$bill]

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-21-story-h1507774981-RGTBHD_9954_the_newly_discovered_Covid_19_thematic_play_bill.jsp

Pentamaster, Shariah funds ready to pounce [$$bill]

https://klse.i3investor.com/blogs/dollardollarbill/2020-05-20-story-h1507749134-Pentamaster_Shariah_funds_ready_to_pounce_bill.jsp

Every end-May and end-Nov, Securities Commission will announce List of Shariah-Compliant Securities.

Shariah compliant funds/unit trust will start buying Penta.

- the group recorded 95% yoy sales growth in the factory automation solutions (FAS) segment, mainly driven by higher sales in the automotive and consumer divisions, which grew by 51% and 28%, respectively. Moreover, Pentamaster also registered a surge in medical device sales from RM470k in 1Q19 to RM12.5m in 1Q20, mainly due to recognition from TP Concept, which was acquired in Sep 19.

CIMB analyst report today 18 May:

- We see re-inclusion into Securities Commission’s shariah list, bonus issue exercise and 3D-sensing proliferation in smartphones as potential catalysts.

- we are encouraged to learn that the group has not experienced a cancellation in orders amidst the challenging operating environment. Moreover, we believe Pentamaster remains an attractive proxy for 1) rising 3D sensing penetration in smartphone, 2) increased IR 4.0 adoption in the consumer and industrial segment through FAS and 3) proliferation of electric vehicles and autonomous driving in the automotive segment. Finally, Pentamaster also has a strong balance sheet with net cash position of RM423m (RM0.89/share) to weather the near-term uncertainty.

- We see the potential near-term pullback in share prices as a good opportunity for investors to accumulate the stock given its attractive growth prospects beyond FY20F.

Pentamaster, the undiscovered Covid-19 thematic play
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-13-story-h1507029344-Pentamaster_the_undiscovered_Covid_19_thematic_play.jsp

Pentamaster, the undiscovered Covid-19 thematic play
https://klse.i3investor.com/blogs/dollardollarbill/2020-05-13-story-h1507029344-Pentamaster_the_undiscovered_Covid_19_thematic_play.jsp

Many stocks have gone back to early Mar levels. For Suria this means RM1.20++

https://klse.i3investor.com/blogs/hleresearch/2020-05-04-story-h1506883328-Suria_Capital_Holdings_Stable_Earnings_and_Strong_Balance_Sheet_to_Cush.jsp

RHB started covering the stock. Report:

https://research.rhbtradesmart.com/attachments/18/rhb-report-my_rubberex_initiating-coverage_20200428_rhb-996635813250714355ea749f85859a.pdf

is this case like magnum?

aggressive buying

jumped

market has high expectations of lngres maintaining its earnings.

http://m.thestar.com.my/story.aspx?hl=Spring+Gallery+aims+to+be+niche+developer&sec=business&id=%7B830F9CC6-C5E4-484F-8019-818B10545087%7D

Magic