@ken2004


EPF is a massive cash generator. They are able to keep good equity for decades which you can see especially the top30 KLCI components.

As at end June 2021, the EPF’s investment assets stood at RM989.14 billion, of which 37% was invested overseas. In Q2 2021, overseas investments generated an income of RM8.71 billion.

The high crude oil price of USD80 pbl remains the critical issue for AA.

The other is the border reopening for Msia and AA destinations.

@brendancollin

Results already out. No reserve listing unless they changed their numbers published which is unlikely.

https://www.tiih.com.my/content/press_release/712_pressRelease.pdf

Malaysia plays an important role in the global semiconductor supply chain, with about 7% of total global semiconductor trade flowing through the country.

https://www.theedgemarkets.com/article/sector-year-ev-wave-global-chip-crunch-fuel-tech-rally

@ken2004

EPF has many different funds.

It depends on each fund manager to invest.

As EPF needs to declare dividend annually, I believe their strategy is investing equity, REITS, MGS, corporate bonds,etc.

Inari offers good dividend yield and moderate capital growth. Rarely tech stock offers good dividend yield, which confirms Inari's ability to generate high free cash flow, which is good.

It meets EPF criteria.

@Loh Kok Wai W

What's you style and what would you advise?

@Loh Kok Wai W

Do take a step back and analyse what you commented.

Glove is a long term need for major healthcare industry. The fact that it has a massive rally last year is due a ONE OFF pandemic effects and this type of pandemic of this magnitude is once in 100 years.
Thereafter, it will fall back as demand reduces + spot prices not required and ASP drops back to pre-pandemic level.

Tech on the other hand depends on the company's innovation and technical know how. Many tech companies do fail if they do not innovate and the tech growth into more complex offerings for customers.

Can't really say much about Genetec as it's massive really is merely a EV theme play. For Genetec to continue to stay at this price and grow, will really depends on the orderbook that EV and car manufacturers looking for EV factory automation line assembly equipments. So far, not replenishment of order book since June 2021, high probability, this counter may be just another fad.

@Ryan83

China is top notch in managing COvid-19.

Whole of China currrently has less than 300 cases.

Besides that, they also produce gloves and are our competitors.

That is why the top 5 global glove manufacturers export at least 70% of their product to US and Europe.

The high crude oil price of USD80 pbl remains the critical issue for AA.

The other is the border reopening for Msia and AA destinations.

@gloveisking

Will not have any impact to Frontken as TSMC biz is massive relative to Frontken's contract.

Only impact towards TSMC in their planning to expand capacity in next 3-5 years since EUV compoenents were affected in the fire.

Need more detail to know more about the Thai JV, pending feasibility study and MOU timeline.

Nothing much.

@Yeo Soon Qion
@sammyramon

Well, you can sit and wait till it reach your target.

It's very unlikely to have that sharp drop with the current fundamentals and huge future prospect of the company.

Probably after bonus issue.

Well, at least still have good news from China which is good for Inari's JV.

https://www.theedgemarkets.com/article/china-surpasses-taiwan-global-chip-sales-says-sia

@Foker

Only 6,000 shares , how to profit almost rm5k?
1,000 share= RM280

Posted by Foker > Jan 11, 2022 3:06 PM | Report Abuse

Net profit around RM 5040. Can eat Shangrila for CNY

Duke phase-3 SPE not completed yet.

Jamie Dimon will definitely love more rate hikes. Better margin for his banks.

Bad for high growth, high PE counters like tech and start ups.

So far there is no new contract replenishment since June 2021.

Thus, no catalyst to drive the rally further.

Besides that, it's possible that the EV contract is ONE off, not recurring item.

@newguy0801

Very much depends on the sentiment of the market.

On listing day if tech stocks are in correction mode and tech index is down 10%, most stocks will not be spared.

You can only pray on that day is good day.

https://www.thestar.com.my/business/business-news/2020/07/08/airasia-group-says-triggered-pn17-but-wont-be-classified-as-such

@Ron90

Yes, healthcare companies will continue to purchase gloves but NOT AT SPOT PRICE and low ASP price.

That's the difference between now and 1 year ago.

@nobodybutsomebody

Yes, future.

The future is Intel's investment of USD7 billion in Msia will benefit orderbook on areas like test equipments for chip processor for data centres and others such as motherboards, ethernet products, chipsets, etc.


https://www.cnbc.com/2021/12/16/intel-to-invest-7-billion-in-new-malaysia-plant-creating-9000-jobs.html

Not much different as RM3 or RM40.

Just the no of shares changes from the bonus issue 12 for 1.

11/1/2022 morning only bonus issue shares only able to view as it is credited to account after night processing.

@NatsukoMishima

With remaining orderbook of RM150 mil, it could last for 2 more quarters.

Hopefully, have more news to replenish orderbook since the last one was in June 2021.


https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3167415

Another setback for the semiconductor.

This would impact the frontend of the supply chain.

@MorningGlory123

The news revealed 12 people infected since 24 hrs ago.

By end tomorrow, if the count doesn't increase to 500 globally, then it's not spreading as fast as Covid-19 Delta or Omicron.

https://www.bfm.my/podcast/morning-run/the-breakfast-grille/senhengs-ipo-plans-to-dominate-the-market

Should be trading around RM3.

After CNY will know Q2 results.

Hopefully, it will be as good as Q1.

oil & gas segment requires heavy capex.

new biz Silerra also requires heavy investment to upgrade the plant's capability and technology.

Unlikely to have dividend payout in this period.

@shun2311

REITs under malls and commercial offices generally don't perform well during pandemic period.

WFH effects reduces companies to retain the high office rents.

Besides that, malls are also getting hit hard during MCO Phase 1 & 2.

Should recover in the 2nd half of 2022 provided no further new lockdowns.

The company may not do well for ESG theme.

Top management needs to look towards renewable energy and progressively reduce the coal power plants portfolio moving forward.

Maybe due to the main actor is KLK and holding company normally don't get the valuation they deserved.

@henbaram

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=217081&name=EA_FR_ATTACHMENTS

Refer to page 5.

@henbaram

Do verify. Let me know if I'm wrong.

Net Tangible Assets (NTA) means the total assets of a business, less all liabilities and less any intangible asset such as goodwill, patents, and trademarks.

@Jasontech


The NTA=0.27 instead of 2.97 with the enlarged IPO shares of 358mil.

The high NTA was calculated with 32,869,879 shares.

Refer to page 4 for balance sheet and page 5 for (b)

(b) Computed based on total equity divided by the number of ordinary shares outstanding (prior to the
completion of the Pre-IPO Exercise as disclosed in the Prospectus of the Company dated 29 November 2021) of 32,869,879 shares.

@Gerrard

Your blog title and your last sentence doesn't jive.

Great companies are built with solid foundation of core biz.

Have you seen a forbes 500 company with 4 different types of biz?

That's your answer.

Take a good look at the top 10 largest company in the world and compare with Dnex.

@mrZz90

Genetec has a different target market from Atech.

Both produce different products for different purpose.

Besides that, Genetec only has 52 mil share issued as compared with Atech with 358mil share issued. Atech has free float shares of 100mil shares as compared with tightly held Genetec with only 15mil shares in the market.

Thus, Atech will not follow Genetec foot step of the massive rally.

So far haven't seen any airline with similar ambition to take on Grab and Gojek.

AA have to realised that both Grab and Gojek are making billions in losses annually.

Why go into a biz that makes losses?

A weird decision by Tony in view his current airline biz is already struggling to stay afloat.

Is it pride or is it just trying to please the shareholders that he has a plan???

capital A berhad

Sounds weird.

Anyway, it's just the company name.

Most investors are familiar with the Airasia brand.

@Investoz88

US Healthcare people got Covid when they are outside their working hours.

In hospitals, it's an SOP to wear gloves and mask.

But not when they are off from work. Most of them don't wear it.

Inefficiency tends to increase as the power plant aged due to wear and tear of equipments, parts and machineries. After certain timeline, the company would need to prepare capex to perform periodic maintenance to ensure efficiency remains at certain%.

@asml_tsmc

Any idea if Frontken is involve in the 3nm during concept stage or mass production?

@henbaram

Refer to IPO prospectus for details rather than 'hear say' rumours.

The prospectus had been screened by Securities Commission, Bursa and auditors before going public.

@MorningGlory123

Adding news on Covid-19 will not push up the price daily.

If you are interested, just buy and keep it for long term.

In the short term, it will trade range bound between RM1-Rm1.50 as there is no catalyst for fuel a rally.

@mamatede

I think Senheng model is bringing all brands under one roof.

Customers can make comparison in one site.

It also offers BNPL, installment plans, loyalty programme,etc.

Large brands like panasonic, samsung,etc will take this advantage of leaving it to distributors like Senheng to handle logistics direct to customer.

It helps manufacturers to reduce fixed cost like shop rental, salesman and payment hassle with banks.

Tesla building Gigafactory in Berlin and Texas.

Both require investment > USD20bil, but order book for Genetec doesn't really align with it.

Assuming 1% of the USD20bil, order book for Genetec should be worth at least USD200mil or RM800mil.

Likely is other smaller EV makers like NIO, Xpeng, Rivian, etc

@ChongLeeWoon

May not be Tesla.

It's speculation only.

It can be other EV makers.

Interesting feedback from Group CEO on the orderbook. Only planning to maintain RM100 mil order book at one time. Current revenue per quarter is RM75 mil, meaning lasting 1.5 quarters of revenue. Why not more?

https://www.theedgemarkets.com/article/uwcs-1q-profit-nearly-doubles-onyear-lifted-strong-demand-semiconductor-covid19-test

@enning22

You are right. The enlarged share for the IPO is 358mil. With Q3 result at RM5.6 mil, that will put Q3 eps at 1.6 cent only. Annualized it would be approximately 6cent-7cent.

Looking at his post, you can know he started trading a few years back.
Well, its never too late to learn. Better late than never.

--------------------------------------------------------------------------------

His point #3 '3. I quickly scan its announcement page, I saw earnings at some 30++ cents'