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2021-08-23 17:54 | Report Abuse
@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!
2021-08-23 13:39 | Report Abuse
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.
2021-08-23 09:42 | Report Abuse
Wow, nice gap up today from 1.90 to 2.08!
2021-08-20 21:48 | Report Abuse
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.
2021-08-20 18:46 | Report Abuse
Thank you BPPLAS Management Team for the generous dividend!
2021-08-11 19:10 | Report Abuse
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.
2021-08-11 09:58 | Report Abuse
Acquisition of Lexis is passed. Long term will contribute to the group nicely.
2021-08-07 10:46 | Report Abuse
Thank you Inari Management for the generous dividend!One of my better investment among others!
2021-07-28 18:53 | Report Abuse
Thank you BURSA for the generous dividends!
2021-07-27 18:58 | Report Abuse
Thank you KOSSAN for the generous dividends!
2021-07-21 18:38 | Report Abuse
Thank you for the generous distribution AXREIT!
@Dakewlest- Nett we will get is 2.211 sen per unit.
2021-07-12 18:58 | Report Abuse
Exciting! Looking forward to BPPLAS FY21Q2 QR! Hopefully another bumper dividend coming!
2021-06-25 08:28 | Report Abuse
Thank you ECOWORLD for the generous dividend!
2021-06-23 20:48 | Report Abuse
With only 1 more week to close June, maybe already have accumulation in anticipation of Q2 strong QR? Another special dividend coming up?
2021-06-17 15:22 | Report Abuse
Wow, even with a conservative PER 11.5, TP already 2.28!
2021-06-17 09:17 | Report Abuse
@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.
2021-06-14 14:07 | Report Abuse
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.
2021-06-12 19:14 | Report Abuse
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.
2021-06-09 16:04 | Report Abuse
Patiently waiting for 7th July!
2021-06-05 20:38 | Report Abuse
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!
2021-06-05 10:50 | Report Abuse
@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.
2021-05-29 10:53 | Report Abuse
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.
2021-05-29 10:49 | Report Abuse
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!
2021-05-27 20:19 | Report Abuse
BPPLAS profit margin is way better than TGUAN. For value investing, BPPLAS is a very solid choice. Sit back and collect quarterly dividends.
2021-05-24 19:39 | Report Abuse
https://www.theedgemarkets.com/article/ecoworld-achieves-rm202b-sales-first-half-2021
Hoping they will declare some dividends in this coming QR.
2021-05-21 20:02 | Report Abuse
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%!
2021-05-18 12:11 | Report Abuse
@Mabel, love your description of the family. Only the young mother is missing from my portfolio.
2021-05-05 18:51 | Report Abuse
Finally they declared some tangible dividends!
2021-05-05 18:50 | Report Abuse
Finally they declared some tangible dividends!
2021-05-05 06:48 | Report Abuse
@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).
2021-04-27 15:52 | Report Abuse
If BURSA can maintain FY21Q2 at EPS 15sen, means 2 quarters added (Q1+Q2) is EPS 30sen. Next quarter can expect dividend 22sen?
2021-04-27 08:40 | Report Abuse
@Ben Tan, as always, excellent written material! Keep it up!
2021-04-26 19:59 | Report Abuse
FY21Q1 QR will be released on tomorrow, 27/04.
2021-04-25 10:54 | Report Abuse
AMINVEST = JPM of Malaysia?
Blog: Top Glove: How Much Should the Company Grow for Fortune 500 and What It Means for Shareholders
2021-04-25 10:50 | Report Abuse
@Ben Tan, another excellent and detailed write up! Awesome!
2021-04-22 15:13 | Report Abuse
At times, I always wonder why am I vested in this (many so called) "lousy useless counter"? Good that I always have faith in the management team.
2021-04-21 11:17 | Report Abuse
@Undi_PKR,
Because KYY never invested in Kossan?
2021-04-21 06:01 | Report Abuse
The whole of 2020 Kossan delivered 14 sen dividend, in FY21Q1 already get 12 sen! Cannot wait for the rest of the quarters!
2021-04-20 19:23 | Report Abuse
Yummylicious dividend coming! Waiting for it to reinvest and buy more Kossan shares!
2021-04-20 16:36 | Report Abuse
Very strong and large supporters for PBB. I had been queuing to buy @ 4.18 since 1st April. Was disappointed that yesterday my queue was not matched although it hit 4.18. Was pleasantly surprised that my queue was finally matched this morning!
2021-04-19 20:19 | Report Abuse
What if this coming quarter, TG decided to has some corporate exercise, ie RIghts Issue where the lender will need to recall back the shares from the borrower? Will this be the best weapon to counter the shorties as they need to buy back to be returned back to the lender in a short time?
2021-04-17 14:15 | Report Abuse
@Start_0f_the_bull, if you can view the daily RSS volume, you will understand why Kossan is the laggard among the big 4.
2021-04-16 19:17 | Report Abuse
@Ben Tan, excellent piece of article! Happy to see your work whenever you post it up here!
2021-04-15 19:32 | Report Abuse
There are still people singing Sunset industry for Gloves!
2021-04-08 09:59 | Report Abuse
@tamp0i, similar to you, I always wondered why I am happily stuck in a sunset counter like Kossan!
2021-04-07 18:29 | Report Abuse
Kossan really being held down by RSS. Today the RSS volume is about 25% of the total volume!
2021-03-30 21:21 | Report Abuse
Master Ben, excellent analysis!
2021-03-27 21:26 | Report Abuse
1M Share Buyback on 25/3!
2021-03-23 21:24 | Report Abuse
@moneymakerz, I always suspected The Edge is part of a larger syndicate to bring down TG. This article proves it all!
Stock: [GCB]: GUAN CHONG BHD
2021-08-23 17:55 | Report Abuse
QR out. QoQ is better but YoY still some way to catch up.