Was hoping to catch another batch <2.40 but engine start to move up. Guess I have missed the boat or have to wait a while longer.

@Nepo, best defensive stock in my portfolio. Dividend yield also attractive. Will just buy and hold forever!

@Myeye, yes I managed to pick up more at 2.36 before dividend. Now just waiting end month for dividend to come in.

@Nepo, me too. I picked up more at 1.88. Noticed it always lowest near its QR announcement.

So happy this morning caught it at 2.36 before it spiked up.

Very very nice gap up today! BPPLAS remains the best in my portfolio!

https://www.theedgemarkets.com/article/bp-plastics-announces-1for2-bonus-issue-free-warrants

Wow! Looking forward to it! Get more and more shares!

Just announced DRP and ex-date. DRP is listed as RM 4.69. Slightly higher than last round DRP of RM 4.61.

Exciting times ahead for those who are still holding onto BPPLAS! In 2 more weeks expecting fat dividends.

WOW! The share price already passed SCGM! Now catching up to TGUAN.

The last time they declare 1:2 Bonus Issue was way back 2008, more than 13 years ago! Maybe this round 1:1 since only 187M shares issued.

Wow! Just WOW! Maybe after Ex-Date will continue to uptrend? Do really hope so.
Internal staff accumulating? Another excellent QR coming up with Special Dividends?

Good QR going to announce?

Thank you RHB for the generous dividend!

Thank you SUPERMAX for finally being generous with dividends! Looking forward to the AGM in a couple of months time!

QR out. QoQ is better but YoY still some way to catch up.

@cherry88, of course it does make sense @ 2.40 based on their fundamentals. There will be a group who believe fundamentals are dead in BURSA.
I invested in BPPLAS for long term, maybe perpetually!

Both these TP, the market cap will be larger than SCGM. Does not make sense as BPPLAS in factory size is no where near SCGM.

Wow, nice gap up today from 1.90 to 2.08!

Importantly with their increased in both revenue and profit, their profit margin has improved from a high single digit to almost mid double digit. That is impressive as industry average is single digit.

Thank you BPPLAS Management Team for the generous dividend!

Thank you LUXCHEM Management for the generous dividends. More good quarters to come! Loved that they are now giving out dividends on quarterly basis instead of half yearly.

Acquisition of Lexis is passed. Long term will contribute to the group nicely.

Thank you Inari Management for the generous dividend!One of my better investment among others!

Thank you BURSA for the generous dividends!

Thank you KOSSAN for the generous dividends!

Thank you for the generous distribution AXREIT!

@Dakewlest- Nett we will get is 2.211 sen per unit.

Exciting! Looking forward to BPPLAS FY21Q2 QR! Hopefully another bumper dividend coming!

Thank you ECOWORLD for the generous dividend!

With only 1 more week to close June, maybe already have accumulation in anticipation of Q2 strong QR? Another special dividend coming up?

Wow, even with a conservative PER 11.5, TP already 2.28!

@bfmtechnology, great write up! To me BPPLAS is a prime example of value investing.
I intend to hold their stocks long term and buy more when share price dips.

The details of DRP is up in Boardroom Registry already:

The new RHB Bank Shares will be issued to you at the issue price of RM4.61 per new RHB Bank Share (“Issue Price”) as determined by our Board on 25 May 2021 (“Price Fixing Date”). The Issue Price is based on the 5-day VWAP of RHB Bank Shares of RM5.1930 up to and including 24 May 2021, being the last trading day before the Price Fixing Date, after adjusting for the following:
(i) the Final Dividend of RM0.0765 per RHB Bank Share to the 5-day VWAP of RHB Bank Shares (“Ex-Dividend VWAP”); and
(ii) a discount of RM0.5065 which is approximately 10% discount to the Ex-Dividend VWAP of RM5.1165.

Done subscribing via Boardroom. Super easy and fast. Now just patiently wait till next month for the shares to be credited.

Check with Boardroom Registry should be way faster than waiting for mail in form. If not mistaken the DRP price is set up to 10% discount to the average 5-Day closing prices before Ex-Date.

Patiently waiting for 7th July!

Ben Tan, the big boys will always be ready to capitalize on the "demand" situation. Just look at TG additional capacity announced recently. I personally do not worry much about Intco (not to say look down on them) but our established big 4 will definitely take some beating to dethrone them.
Case in point, Kossan recently acquired land in Bidor is the same size as Bandar Sunway. With the amount of profits all glove manufacturers are pocketing, they need not worry about insufficient funds. In comparison, land size alone Kossan's land in Bidor is about 6-7x larger than Hartalega's NGC. Best thing is nobody mentioned about this piece of land and everyone thought is build a plant new door approach will do!

@Ben Tan, thank you for the analysis. Too many just focuses on the ASP without taking into accounts the increased in capacity by all the manufacturers. Two ways to increase revenue/profit, ie higher price or more pcs or better still both!
Guess we do not have to wait for long to see as TG is releasing the QR this coming 9th June. SMX and Harta QR to many was disappointing but Kossan surprises many as with Careplus and Rubberex.

Got to appreciate the management for the generous dividends. Expecting another bumper dividends next quarter as they bought a lot of resins before the prices increased. Can see from their factory the resins are stored up to the guard house.

Surprised during the AGM no one asked about their plans for their massive piece of land in Bidor. I guess most are just too focused on the ASP. Tan Sri did mention Q2 ASP is slightly higher than the recently announced Q1. Expect more than 12 sen dividend next QR!

BPPLAS profit margin is way better than TGUAN. For value investing, BPPLAS is a very solid choice. Sit back and collect quarterly dividends.

https://www.theedgemarkets.com/article/ecoworld-achieves-rm202b-sales-first-half-2021

Hoping they will declare some dividends in this coming QR.

Super happy that Inari declared 4 sen dividend, bringing up FY21 dividend payout to be 8.5 sen. Funny that in this 3 QR their total EPS only 7.36 sen. This represent a payout ratio of >100%!

@Mabel, love your description of the family. Only the young mother is missing from my portfolio.

Finally they declared some tangible dividends!

Finally they declared some tangible dividends!

@Ben Tan, another excellent piece of write up. For long term investors (Buy and Hold) I do not think there is a better sector to put money in especially for the amount of dividends that glove makers are giving out (except the 2nd liners).

If BURSA can maintain FY21Q2 at EPS 15sen, means 2 quarters added (Q1+Q2) is EPS 30sen. Next quarter can expect dividend 22sen?

@Ben Tan, as always, excellent written material! Keep it up!

FY21Q1 QR will be released on tomorrow, 27/04.

AMINVEST = JPM of Malaysia?