tallman

tallman | Joined since 2013-05-10

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Stock

2020-06-03 09:12 | Report Abuse

Based on the data given by win or nothing, assume transaction value June is same as May

Total revenue=58+70+70

Staff costs 34.2mil (these figures are taken from last quarter report)
D&A 5.6mil
Other experiences 24mil
Finance costs 0.133mil

PBT = 198-34.2-5.6-24-0.133
=134

Assume tax rate 26%

PAT = 99mil

Profit increase 80% from previous quarter. Profit maybe higher due to May has 5 holiday.

I could be wrong. Thank you

News & Blogs

2020-06-02 22:54 | Report Abuse

IBs rescue plan for call warrant by capping of margin. They loss a lot in their call warrant. I believe others IBs will follow

Stock

2020-06-02 22:34 | Report Abuse

Maybank has capped the share margin valuation for Hartalega at RM8.97, Top Glove at RM9.41, Kossan at RM7.87, Supermax at RM3.38 and Comfort Gloves at RM2.29.

RHB, meanwhile, is capping the financing limit to a 35% discount on the latest market closing price of Hartalega (or at a 35% discount on RM8.15, whichever is lower), Top Glove (or on RM8.64), Kossan (or on RM5.65), Supermax (or on RM5), Rubberex (or on RM2.31), and Comfort Gloves (or on RM2.35).

Stock

2020-06-02 22:03 | Report Abuse

IBs are set up a trap to trap people. Maybe others IBs will follow

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2020-06-02 21:35 | Report Abuse

To those who bought at high prices with margin have to top up loh. If no money than have to force loh. Who borrowed margin not yet sell?

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2020-06-02 15:57 | Report Abuse

I was sideline, scare of US riots & protection.

Tut Tut Tut

Good luck guys

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2020-06-02 15:10 | Report Abuse

Dear all the sifu how is the US riots tomorrow affect the markets?

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2020-06-02 15:09 | Report Abuse

Dear all the sifu how is the US riots tomorrow affect the markets?

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2020-06-02 11:21 | Report Abuse

fibo 1st support 3.35 Good luck guys

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2020-06-02 10:20 | Report Abuse

Our Tai Goh EPF buy like no tomorrow

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2020-06-02 10:11 | Report Abuse

Estimate next quater profit increase 50-100%.It is not a buy/sell recommendation. Buy at your own risk and do your own calculation.

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2020-06-01 12:02 | Report Abuse

paktua when you start to change from red troop to green troop? hahaha

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2020-05-31 14:58 | Report Abuse

Thanks for advice aramco and tiger

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2020-05-31 13:51 | Report Abuse

All the sifu how is the recently political issue affect the share price?

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2020-05-31 13:50 | Report Abuse

All the sifu how is the recently political issue affect the share price?

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2020-05-28 23:37 | Report Abuse

https://www.theedgemarkets.com/article/fda-import-alert-will-affect-comfort-gloves-nearterm-sentiment-%E2%80%94-rhb

RHB want to release good news or bad news??傻傻分不清楚

Thus, after factoring in higher ASP, Lim expects Comfort Gloves’ FY20 to FY22 earnings to have increased by 24% to 90%, adding that the share price downside is limited due to strong earnings prospects.

Lim has projected the company’s net profit for the financial year ended Jan 31, 2021 (FY21) to be at RM44 million, and RM76 million in FY22. Revenue is projected at RM566 million in FY21 and RM677 million in FY22

Stock

2020-05-25 16:01 | Report Abuse

Assume revenue double to 300mil due to increase of trading volumes

Staff costs 34.2mil (these figures are taken from last quarter report)
D&A 5.6mil
Other experiences 24mil
Finance costs 0.133mil

PBT = 300-34.2-5.6-24-0.133
=236.067

Assume tax rate 26%

PAT = 165mil

Profit is 100% increase from previous quarter. Profit maybe higher due highest trading hits 11bil.

Please advise. I could be wrong. Thank you

Stock

2020-05-25 14:09 | Report Abuse

Who can answer he/she is sifu.

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2020-05-24 10:16 | Report Abuse

This is not buy/sell recommendation. I didn't own supermax and no intention to buy.

Good points to buy;
1) revenues are guaranteed for coming quarters.
2) forward PE = 5.5 x4= 22c
3) assume fair PE=30, FV=22 x 30=RM6.60

Risks have to consider;
1) high valuation PE 50
2) develop of vaccine
3) the numbers of infections covid may drop due northern countries enter into summer, hot weather may slow down infections of virus or destroy all the virus like SARS.
4) increase of row materials- crude oil
5) long term will cause over supply due to increase production lines

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2020-05-24 08:50 | Report Abuse

Based on last quarter report, most of the revenue are from Europe. Think about it this coming quarter and next quarter results are good or bad.

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2020-05-23 16:23 | Report Abuse

Sifu, how to calculate the revenue in this 2 weeks? Bursa charge min RM12/transaction. 41.36+21.54=62.9bil. 62.9×12= RM754.8bil or 62.9×12÷2=RM377.4bil? Please advise. Thank you

Stock

2020-05-18 20:49 | Report Abuse

Result so so only. Below expectation. GL guys

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2020-05-18 18:20 | Report Abuse

Likely make loss for this QR

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2020-05-17 12:02 | Report Abuse

Profit RM19.1 mil from debt restructuring? A lot

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2020-05-11 04:59 | Report Abuse

Thanks flying shark, oldchinaman & batfly

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2020-05-10 15:10 | Report Abuse

I don't understand why RHB said pos will make loss in Q2 & Q3.

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2020-05-10 15:08 | Report Abuse

I order parcel from online store just now. It charge me RM3.5/item and it says will send by postlaju. Let say pos receive parcels 700000/day, 3 month will be RM3.5 X 700000 parcels X 30 day X 3 months = 220.5mil. This culculation is very conservative because some of the items are bigger and will charge for higher rate (based on weight). The revenue from carrier segment already contribute 7.35mil/quarter. It's not include the postal services. This estimation is for Q3 and not for Q2. Q3 should be positive if they didn't have the impairment. Please correct me if I am wrong. Thank you.

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2020-05-08 20:28 | Report Abuse

易久发好意头。下个星期看有没有生易发哆

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2020-05-05 00:49 | Report Abuse

Pp is for expansion and increase capacity from current 1bil pcs/year to 2.5 bil pcs/year.

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2020-05-05 00:43 | Report Abuse

Cannot found guangzhou kaishengkai in Google, investing & Baidu. Why?????????

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2020-05-04 18:10 | Report Abuse

Crazy stock, hold with fear!!!!

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2020-04-30 12:00 | Report Abuse

Wah loss making also can up 10%

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2020-04-29 18:35 | Report Abuse

All the directors cannot pay salaries untill company earns money especially Sharil. Con & wasted investors $.

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2020-04-29 18:27 | Report Abuse

Temporary no pn17. When going to delist and bankrupt?

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2020-04-23 10:09 | Report Abuse

Chemicals

Chemicals Division recorded higher volume sold for its key Chlor-alkali products by between 14% to
31% during the period under review. Despite the higher volume sold, revenue decreased by 3.6% due
to lower average selling prices of its chlor-alkali products (by up to 28%) on the back of softer prices
of the chemical commodity during the period. Consequently, profit before tax reduced to RM26.1
million compared to RM50.6 million in corresponding period last year.


Polymers

Revenue increased by 1.7% as compared to same period last year. The Division’s profit before tax,
declined from RM19.2 million to RM17.7m due to additional depreciation pursuant to the
commencement of operations from its new building in Bangi, and impairment made on certain
receivables identified as doubtful.

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2020-04-23 05:01 | Report Abuse

Why ccm profits keep on decreasing?

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2020-04-22 15:39 | Report Abuse

Can it break 2.2?

News & Blogs

2020-04-04 18:45 | Report Abuse

Fake news. These equipments cannot check covid 19. All these equipments are commonly used in lab analysis. Almost all industries are using equipments to analysis their products. Company using are pretroxxs, klx, topgloxx, hartalxgx etc. These are not medical instruments. What the liar to con retailers and new baby to buy

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2020-04-04 18:30 | Report Abuse

Yup bcos meeting delay to 8/9 of April

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2020-04-04 18:23 | Report Abuse

Meeting delay to 8/9 April. Trade with care. o&g counters are very volatile not suit to new baby. Please stay away

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2020-04-01 09:29 | Report Abuse

no brainer investment

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2020-04-01 09:26 | Report Abuse

thanks urusharta, i can buy cheap in MCT & WCT. 1 in a life time

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2020-03-30 18:31 | Report Abuse

Good result

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2020-03-30 16:49 | Report Abuse

If q result not good tmr will limit down

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2020-03-30 15:38 | Report Abuse

It's not a buy/sell call. Buy at your own risk