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2022-02-20 20:50 | Report Abuse
My EPS estimate for Q4 would be 5c
2022-01-14 17:53 | Report Abuse
From the production figures, 21Q4 revenue should be 220-240mil, profit should be ~50-60mil
2021-11-24 20:30 | Report Abuse
from the production figure and sales volume, it shows that around 6-7k MT CPO not sold in this quarter. This is justified by a 22 mil increase of inventory. Is this a strategy in this upward cycle or just low CPO demand from JTIASA?
2021-06-29 20:10 | Report Abuse
“The increase was mainly due to the higher revenue contributed from both manufacturing and trading division due to increase in demand for insulation products as well as copper pipe in this quarter.”
I would say the result is very good, it is even better than pre-Covid result!
2021-06-29 15:59 | Report Abuse
Notes from this morning AGM:
1. "175mil order intake ytd compared to 170mil order intake for last full year period"
2. "Permanent cost elimination, when revenue going back to pre-covid level, profitability will increase"
3. "Supplier increase price to us, we also increase price to the customers. The whole industry also doing the same"
4. "Hopefully will have more pipelines realised in the coming next few weeks"
2021-05-11 18:40 | Report Abuse
https://tradingeconomics.com/commodity/steel
Shanghai steel futures surged to a new record-high above 5,700 yuan a tonne buoyed by strong domestic demand as the peak constructions season starts. Also, production curbs aimed at reducing carbon emissions in China’s steel capital Tangshan have been boosting prices and profitability at mills. Global demand is also making a return as more economies reopen, with China’s finished steel exports surging 24.5% from a year earlier in the first four months of the year.
Inventory lag effect will boost up ULICORP profit margin.
2021-03-02 12:56 | Report Abuse
@bursabigbull, AR2020 pg.158 note 37 Subsequent events
(b) Subsequent to the financial year end, a resolution in writing pertaining to the relocation of project sites for both power plants currently located at Terip and Kelinchi in Negeri Sembilan to Pasir Mas, Kelantan had been circulated to Sukukholders for approval. The said relocation was proposed by the project owners and approved by Energy Commission.
As at the date of this report, there are no adverse financial impact to the Group as both the Engineering, Procurement, Construction and Commissioning (EPCC) contract and the Turnkey contract shall remain the same.
2021-03-01 20:58 | Report Abuse
From the annual report, the 100MWp floating solar power plant in Negeri Sembilan which is expected to be completed early this year needs to change location to Kelantan. Means not even started?
2021-01-27 16:50 | Report Abuse
Congrats all! Huat huat! Another solar counter Cypark still cheap at PE10, owner of 47MW solar farm 21 years concession. Another 150MW going to completed soon early this year, sum up to ~200MW!!!
2021-01-23 18:59 | Report Abuse
https://www.theedgemarkets.com/article/miti-revises-antidumping-duties-cold-rolled-coils-vietnam
KUALA LUMPUR (Jan 23): The government has revised anti-dumping duties imposed on imports of cold rolled coils of alloy and non-alloy steel originating from Vietnam
2021-01-19 11:34 | Report Abuse
CYPARK solar capacity going to increase from 47MW to 200MW in early this year!
Strong recurring income from the solar power plant
2021-01-17 22:21 | Report Abuse
https://www.nst.com.my/amp/business/2021/01/658136/kossans-gloves-orders-fully-taken-until-end-2021
KUALA LUMPUR: Kossan Rubber Industries Bhd continues to witness strong global glove demand owing to Covid-19 as the company's capacity has been fully taken up until end of 2021, said CSG-CIMB.
2021-01-13 23:40 | Report Abuse
top steelmaking province Hebei has been reporting a surge in Covid-19 cases, raising concerns about steel mills’ production and logistics.
2021-01-07 23:17 | Report Abuse
kltower https://www.bursamalaysia.com/market_information/market_statistic/secu...
Bursa website under market information -- market statistics
check "total short selling" (update after 8pm for today's short amount) "net short position" (accumulation short amount -- only update after mid night 12am)
Thanks @kltower
2021-01-07 22:20 | Report Abuse
what is the link to check the total net short selling position?
2021-01-04 15:17 | Report Abuse
Assume 2021 and 2022 - 800m/qtr = 6400/2720 = RM2.35
NTA = RM0.82
Assume 400m/qtr from 2023 onwards - EPS = 58.8/yr
PE=15 -> 58.8*15=RM8.82
Fair Price = 2.35+0.82+8.82= RM11.99
2020-12-23 21:27 | Report Abuse
https://www.theedgemarkets.com/article/malaysia-imposes-antidumping-duties-flatrolled-steel-china-south-korea-vietnam
KUALA LUMPUR (Dec 23): Malaysia has imposed anti-dumping duties on certain flat-rolled steel products from China, South Korea and Vietnam for five years, its Ministry of International Trade and Industry said on Wednesday.
The duties on flat-rolled products of non-alloy steel plated or coated with aluminium and zinc, come after an anti-dumping investigation was carried out on behalf of the domestic industry, the ministry said.
The investigation found that "the subject merchandise is being imported into Malaysia at a price lower than the selling price in the alleged countries", it said in a statement.
The tax would range between 2.18% to 18.88% for products from China, and 9.98% to 34.94% for products from South Korea, and 3.06% to 37.14% for products from Vietnam.
The duties came into effect on Dec 12 and will be imposed until Dec 11, 2025.
Vietnam made a similar move on Wednesday, putting duties on some coil or sheet cold-rolled steel products originating from China, also for five years, starting Dec 28
2020-12-22 16:03 | Report Abuse
Made in USA.. woohoo!
Would be happy to see if Supermax can set up a R&D centre in the US as well.
2020-12-08 11:14 | Report Abuse
@ChrisMz When will the share dividend get credit into our stocks account? end of today?
08/12/2020 10:37 AM
Share dividend will be credited on 5th Jan 2021.
2020-11-22 00:37 | Report Abuse
net cash per share = 83 sen :)
2020-11-07 09:42 | Report Abuse
How to register for SUPERMX AGM?
2020-11-06 20:55 | Report Abuse
Supermax donation rank #2, market cap should also rank #2!
2020-10-31 22:22 | Report Abuse
Supermx latest reserve is RM2bil and number of shares=2.7 bil, if next quarter PAT>700mil, we can expect another round of 1:1 bonus issue. This can help the company well prepared before listing in the SGX
2020-10-28 22:01 | Report Abuse
PE=19.92 < 20, super cheap!
2020-08-17 18:13 | Report Abuse
Reminder for Supermx investors: tomorrow 10:30am is the EGM (remote version), thanks!
2018-09-11 10:49 | Report Abuse
can submit your suggestions here
http://belanjawan2019.treasury.gov.my/index.php/en/2019-budget-suggestions
2018-05-02 21:17 | Report Abuse
Successful acquisition of 51% of Penang Port Sdn Bhd (PPSB)
2018-04-13 01:52 | Report Abuse
Uncle Teh bought back 783,000 shares at 73.5-74.0 sen and propose 4.7 sen dividend.
2018-01-12 05:18 | Report Abuse
KIPREIT will distribute 100% of its profit as dividend during these 2 years. Assuming a EPS of 1.5 sen per quarter, at current price of 85.5sen, KIPREIT has a very attractive dividend yield (~7%).
2018-01-03 11:02 | Report Abuse
What’s the reasonable PE for F&B sector? 15?
2017-09-25 15:24 | Report Abuse
Has anyone received their bonus shares?
2017-03-03 21:17 | Report Abuse
Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD
2022-03-04 18:08 | Report Abuse
https://www.theedgemarkets.com/article/malaysias-endfebruary-palm-oil-stocks-seen-10month-low-exports-rise