kakashi

kakashi | Joined since 2013-07-18

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2020-12-04 12:10 | Report Abuse

GO TELL UR GLOVE buddies to quit glove. Cos its no longer in play. no matter what good news come. Just go into rotation stocks. Hengyuan is proven profit

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2020-12-04 12:10 | Report Abuse

Dont SELL yet. This is value investing. Not only goreng. EPS solid at 51 cents. Oil price go up again. VAccine in, oil go up much more. By Q1 next year, Heng yuan profit might hit much higher. IF u use a very low PE of 6, Henyuan at least RM10. AT LEAST.
So now only RM6, still got long way to run. Golden Target is still RM18 and it is not IMPOSSIBLE

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2020-12-04 12:08 | Report Abuse

told u guys d right? see all my comment. i bought at 4.18

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2020-12-03 22:49 | Report Abuse

Tourism goreng. Genting so bad result also still above 4. Yongtai manage to turn around. 50 cents by next week

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2020-12-03 21:01 | Report Abuse

Sentiment now is = economy reopening = real earnings for company in this quarter results = Heng Yuan and YongTai. Both real earnings coming in d. its already proven.

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2020-12-03 21:01 | Report Abuse

told u guys d. I not yet happy kut....cos want to see u all at RM8-10
Now engine start to accelerate. Anyone missing HengYuan? Wanna join??
Glove is not going to make it in next few months. No matter how good result. Its all priced in, u cannot beat the sentiment of the market in short term one...
Come join Heng Yuan

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2020-12-03 11:42 | Report Abuse

Lastly , pls choose hengyuan over Dayang. I already mentioned previously. Ahaha

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2020-12-03 11:42 | Report Abuse

Many ppl still in glove and Vaccine stocks. Once the real earning and reality hits, ppl will flock to stock with REAL Earnings

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2020-12-03 11:41 | Report Abuse

already mention, pls stay invested. oil drop 40, or 45. Hengyuan drop to RM4 or 5. doesnt matter. Shell still selling oil and this will be reflected in next quarter.
Now is just beginning phase. I am seeing RM8-10 and if next Q good, move towards RM16-20

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2020-12-02 00:23 | Report Abuse

Smart money already switch to recovery theme play last month

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2020-12-02 00:22 | Report Abuse

Currently sentiment is very bad. Even comfort glove earning can't boost the price. Previously macquarie sell call for top glove at rm5. Crazy
But gloves have more negative news to come especially on vaccine. See how it drop so much when vaccine announced effectiveness at 95%

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2020-11-30 19:02 | Report Abuse

N this stock dont have risk of EPF selling to raise fund.

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2020-11-30 18:56 | Report Abuse

so just stay invested, wait for next Q result. From now until then, the price might fluctuate. I am not surprise it drop back to RM3.80 or so

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2020-11-30 18:55 | Report Abuse

Think of at least 3 months. Today oil price drop a bit. Doesnt mean anything yet. for past months heng yuan had been buying cheap oil. Now is range between USD38-45. So today 45, tomorrow 42, its fine.
Look at next quarter EPS.
I think when hengyuan is stable at RM10 many years back, PE is about 9. Lets take PE = 6, EPS 50cents, Its worth RM12 share.

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2020-11-30 12:34 | Report Abuse

Usd45 = heng yuan rm4 is because the oil drop from usd80 to 45 ma. Now is rise from usd30 to 45. Come on la Steven. Go study first

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2020-11-30 12:33 | Report Abuse

Steven... both different industry. N heng yuan rise up to rm18. U can double up...I can go up 450%
Heng yuan is about crack spread. Last few months oil drop until so low. Now 45usd... profit is huge

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2020-11-30 10:11 | Report Abuse

U can buy 10 cents share or rm10 share. The impact is base on eps. Not the price of different shares

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2020-11-30 10:10 | Report Abuse

Steven...u newbie ah? Ppl look at eps la....

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2020-11-30 10:08 | Report Abuse

Unless they got maintenance schedule on their plant. Otherwise... if the crack price widen... then rm8 to 10 can be immediate target by q1 2021. If eps goes to rm1... this stock will fly to rm18 again.
See u guys there

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2020-11-30 10:06 | Report Abuse

If trace back eps of 61 cents... this counter is rm12 at that time. Now eps 51... not too far away. I think worth about rm8 to 10 for hengyuan

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2020-11-30 10:05 | Report Abuse

It's just starting to pick up last week. Eps 50 cents is really impressive seeing its revenue its half of its usual revenue. So if world economy open up in Q1 and opec extends cuts till q1 2021... oil price go up. Activities pick up. Revenue should grow n eps should increase due to the high crack price. Basically they buy oil when it's cheap n sell it higher when oil pick up

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2020-11-30 09:34 | Report Abuse

Retailers follow news too fast. Shark come eat

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2020-11-26 23:49 | Report Abuse

If u use this quarter eps × 4 = 70.30 or so. Take PE17 which is tenaga average PE... that's about rm12.
Assuming by q1 2021 economy pick up again. Industry started ramping. Tenaga profit increase 10%. Rm13.20 by q1 2021

Just my simple calculation

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2020-11-24 11:46 | Report Abuse

Let me think. Top glove shut down half of its plant capacity for maybe 2 weeks or so. Competitor will benefit from it?

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2020-11-19 17:16 | Report Abuse

When economy open up... glove will have higher demand. Ppl need to go out more n they will still need precaution

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2020-11-10 20:09 | Report Abuse

Sell gloves n buy into rotation... spelling mistake

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2020-11-10 20:08 | Report Abuse

True. The vaccine is not easily available. But who cares. All glove n buy into rotation until reality hits again. If u go against the herd, be prepare to suffer 30% losses.. cold eyes n hold for months

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2020-11-10 18:34 | Report Abuse

Who tell u he said that? U think he can control ah

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2020-11-05 17:46 | Report Abuse

Mah sing just wanting to produce glove next year. So u think glove already over? Just started

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2020-11-05 17:42 | Report Abuse

Biden love mask n glove

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2020-11-05 17:31 | Report Abuse

Kachan....IB already buy la. U can only buy after them

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2020-10-26 19:58 | Report Abuse

Like I say... rm8 to 9

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2020-10-23 21:59 | Report Abuse

actually not rocket science. Take the last 4 quarters EPS, assume avrage PE of 17, Tenaga actual worth is RM8++. Unless next month announce higher profit. Otherwise, should worth RM8-9

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2020-10-20 19:25 | Report Abuse

No strong rebound from rm10. If I use the last 4 quarters earning n PE17... TENAGA ABOUT RM8++

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2020-10-20 19:08 | Report Abuse

Rm10 like no power. Might go rm9

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2020-10-19 19:04 | Report Abuse

Graph breakout soon. Very close d. Will reach research bank target price

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2020-10-09 13:23 | Report Abuse

If Anwar up... dap will up. Ewein is dap linked counters

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2020-10-08 13:48 | Report Abuse

Rm10 looks like a support no?

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2020-09-29 17:15 | Report Abuse

The MOU with Huawei will take 2 years to see progress. How to see movement in matter of days?

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2020-09-16 21:15 | Report Abuse

Sentiment is weak. Can go down more?

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2020-09-13 15:58 | Report Abuse

bleeding more cash to bail out. Will get 1.9 again

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2020-09-10 22:09 | Report Abuse

Will hit 50 cents

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