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2021-12-12 02:13 | Report Abuse
convert at higher than market price?
2021-12-10 11:33 | Report Abuse
Mr. OTB, after steel price soften to this level, how you see hiaptek earning going forward? thank you
2021-08-26 18:37 | Report Abuse
another super profit, what naysayer got to say anymore?
2021-05-06 16:40 | Report Abuse
QR should release by this month.
2021-05-05 23:02 | Report Abuse
Brookenzo, thanks for pointing out the interview newspiece. i was worried as Fctitan too after knowing the furnance down issue. However, it seems that is quite normal for the old smelting plant.
Statements below from the CEO is self explanatory. He clearly mention one (of the down furnance) will be back into service on the day of interview, NOT operating one furnance only.
<<<
1) In communication with ITA, MSC chief executive officer Dato’ Dr Patrick Yong explained that the different furnaces will come back online over the next month. “One of them will be up and running today and another in one week” he said. “The third is expected to be on line in a month or so.
2) Dr Yong expects the combination of the Butterworth and Port Klang smelters to be more than sufficient to recoup the lost production. “Together with the five furnaces at [Butterworth], we should be catching up with the hiccups caused by the Covid and breakdowns.
>>>
For those who interested to read, please find the link below.
https://www.internationaltin.org/msc-furnaces-fail-amidst-smelter-move/
2021-05-04 14:26 | Report Abuse
those sor hai don't bother to read announcement then shout ASP drop, flatening etc etc. HARTA already stated clearly shipment quantity affected by container shortage and covid preventive measure while ASP is rising. please read and talk with facts la!
2021-04-27 15:49 | Report Abuse
haiyoo... uncle, if you can source glove from china at cheaper price, then china will not become one of the major market for new glove player like Mah Sing
2021-04-05 10:20 | Report Abuse
Mr. healthinspector , please go to check WRP case. you dont' see is because you don't even bother to search on google.
2021-03-31 09:14 | Report Abuse
mr minister said that when meeting with sime darby? why not telling the same to sime darby?
2021-03-31 09:13 | Report Abuse
god bless our corporate when we have minister that only know how to point finger but not facilitate private business to grow.
2021-03-26 14:17 | Report Abuse
QUOTE "Currently, KPS, Dominant and MNRB have dropped to almost the price levels as when I posted my buy recommendation articles."
So... are you suggesting these counters have drop back to the "underrated" price?? buy more!
2021-03-01 09:56 | Report Abuse
Biliskecil @ glovefinish, if who announce pandemic finish,, you can no longer see it above rm 1 la, where still have rm 3
A company that have net cash per share of Rm 0.8 you want it to go below RM1? hahaha...... keep dreaming
2021-02-19 17:48 | Report Abuse
tin price only shoot over the roof starting Jan 2021. there will be some delay to reflect tin price to profit.
2021-02-16 17:07 | Report Abuse
only people who don't have rational mind will keep on saying supermx will back to pre pandemic price. They purposely ignore the fact that production will be doubled, shift to selling to end user directly etc. these are structural change! selling price to end user were USD 80-90 before pandemic, and Supermx is selling directly to end user now. So... what will be the price?
2021-02-10 11:30 | Report Abuse
relax.... just a normall pull back after rising a lot. buy on dip and keep for 6-12 mths you will see better and better result from MSC
2021-02-03 13:42 | Report Abuse
20 mil a year from Tesla is overstatement. Toyota only made ~10mil a year
2021-01-31 00:12 | Report Abuse
This latest article in Focus is biased and with malicious intention. Why single out topglove on the recruitment practice prior to 2018 when every other foreign worker employers do the same thing? Did the writer expert in this field? Did these workers from bangla, nepal etc pay to work in countries like Singapore? Is this only happen to glove company?
Quote :
Agjl Agjl https://focusmalaysia.my/opinion/top-gloves-response-to-allegations-raises-more-questions-than-answers/
Running Dog media is doing ots works against TG. Trying to put off the mowmentum....sad
30/01/2021 10:34 PM
30/01/2021 10:34 PM
2021-01-29 19:30 | Report Abuse
US plant need around RM 1.2 bil capex, starting now. maybe this is the reason for low dividen. With rising ASP, we should see better earning and dividen in subsequent quarters.
2021-01-26 14:03 | Report Abuse
When a Singapore minister says that, it carries some weight. Hope and reality are different
https://www.thestar.com.my/aseanplus/aseanplus-news/2021/01/26/covid-19-pandemic-could-last-four-or-five-years-singapore-minister
2021-01-25 21:55 | Report Abuse
what has MCO contributed to the superb earning of glove company? Nothing! MCO or not, just look around how is the retail sector doing? they are far from recover
2021-01-04 17:39 | Report Abuse
you think this will be the last pandemic?
2021-01-04 17:33 | Report Abuse
short sell is capped at 4% only. i guess there will be a limit on how low they can manipulate
2020-12-29 23:10 | Report Abuse
PM. thanks.
2020-12-28 22:00 | Report Abuse
https://www.channelnewsasia.com/news/world/covid-19-pfizer-vaccine-europe-eu-september-2021-supply-13855186
Until september 2021, only can inoculate 25% of the population, far from the 70-80% required.
2020-12-20 14:15 | Report Abuse
Please don't pull in humanity etc bullshit into analysis. if that is the case, all big phamaceutical company should not earn what they are earning now, hospital and doctors should not charge the price they are charging now. in fact, glove price did not increase 10x. please refer to supermx press release, ex-factory price increased 3x while price to end user is about double from USD 90 to now USD 180-200. What makes a different is middle man being eliminated or their margin reduced.
2020-09-10 09:58 | Report Abuse
wondering can people make complain on that Macquarie report? pusing pusing in the valuation estimate, bull/bear case differ by nearly 400%. plain talking
2020-09-08 16:44 | Report Abuse
apparently people who simply shout margin call here have no idea what is the margin capping price now! there is no way share price will reach that low.
2020-08-18 08:35 | Report Abuse
many people simply shout margin call there without realizing bank already capped glove stock price at very low level, (~RM7 for supermx) during last hair cut, share price movement at this level will not affect margin at all
2020-07-22 13:53 | Report Abuse
Mr. OTB, just ignore the sore loser rr88.
2020-07-16 18:39 | Report Abuse
Please talk with some sense la... the gloves can easily direct to other market
2020-07-16 14:05 | Report Abuse
wayang only la.. when US facing acute glove shortage, they cannot afford to stop shipment for long time
2020-05-13 18:44 | Report Abuse
why zoom in on bonus issue? value wise, it will be the same, but provide better liquidity only. i think more important is Notion business plan and update on face mask venture. Info like these would be helpful to retail investor.
2020-05-13 13:58 | Report Abuse
any info regarding when Notion will finish setting up and start producing face mask and subsequently melt blown PP, the mask filter material?
2020-02-27 16:50 | Report Abuse
what happened? big slump after reasonable result
2019-11-25 20:10 | Report Abuse
how can revenue increased 16 mil but profit didn't follow , then simply claim expenses increase! all chicken and egg counter good but they doing bad? this mgmt seems got integrity problem
2019-08-06 15:34 | Report Abuse
Kelvinvest Research, you like math but do you read into QR or AR ?
how much of Mflour profit come from flour business and how much coming from poultry business? do your math after proper reading.
2019-01-25 01:44 | Report Abuse
There was no transaction in Nov 2018 regarding this share transaction.
https://www.klsescreener.com/v2/news/view/463174
2019-01-25 01:43 | Report Abuse
https://www.klsescreener.com/v2/news/view/463174
Link of the news from the edge. There was no announcement in Nov 2018 regarding this share transaction.
2019-01-25 01:41 | Report Abuse
Where u guys get the selling price of Rm0.215? There is a short news says 10 mil share of bio alpha changed hand on 8 Nov 2018 at Rm0.24. No detail of buyer and seller disclosed at that time. Coincidence?
2018-11-26 18:31 | Report Abuse
when it's peer LTKM and Teoseng both improved on profit citing higher egg price and lower feed cost Layhong post a loss!
This make me wondering if layhong is betting on feed or USD futures??
2018-11-14 16:07 | Report Abuse
Quote " positive
- higher chicken and egg price (2~3%) "
Apparently someone here do not have a clue how much egg price had increased
2018-08-01 12:17 | Report Abuse
All this articles promoting IPP is a sure earn business. It is too simplistic to jump into that conclusion without detail study of the power purchase agreement, fuel cost structure, management team (affecting reliability of the plant) etc.
2018-07-26 19:39 | Report Abuse
QUOTE <<All bankers must remember, forced selling is a vicious cycle. The forced selling will depress the price lower and resulting more forced selling. >>
jaks can dive further tomorrow
2018-07-09 18:53 | Report Abuse
the announcement read "has paid" the tax! what to worry? the company has a lot of cash
2018-03-06 23:30 | Report Abuse
Icon8818, may i know where you get the figure of 400mil inventory gain in 2017 ? i can't see that from Hengyuan report. Thanks.
2018-02-28 16:01 | Report Abuse
the yearly EPS is still a very good number. Dividend of 2 cents is bad. However, one have to understand that the company still need money for upgrading this year and still have debt to clear. if the strong margin can maintain in 2018, they are in good position to give dividend early next year.
Stock: [MSC]: MALAYSIA SMELTING CORPORATION
2022-06-08 15:30 | Report Abuse
airfan99, how you derive your "Fv" ?