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2024-01-04 10:25 | Report Abuse
Dear KW, I ranked 15 for year 2020, my name is tftey
I would choose below 5 with each 20%. Thank You
1) KGB
2) LC Titan
3) OSK
4) JHM
5) Ableglob
2023-08-24 10:54 | Report Abuse
It is good timing to accumulate now at LT 0.80
2023-07-13 11:02 | Report Abuse
Still adding its warrant at 0.33. Good discount
2023-07-08 10:56 | Report Abuse
Few positives for Samaiden-- Electricity price going up, Easing regulation for Solar installer, RE allowed to sell to other countries, Government aiming for more RE
2023-03-31 10:47 | Report Abuse
Keep adding its warrant. Have discount now.
2022-12-31 10:18 | Report Abuse
KW Tan,
I am among the Top 20 for year 2020, below are my 2023 stock pick
1) JHM --15%
2) KGB -- 15%
3) PA -- 15%
4) Samaiden-W -- 15%
5) LCTitan -- 15%
6) JAKS -- 15%
7) FLBhd -- 10%
Thnaks You Very Much
2022-08-05 10:45 | Report Abuse
Rather bullish with Samaiden and its warrant. Looks like Samaiden's management is better than Slvest by observing the earning capabilities alone. Probably both mother and warrant price can overtake Slvest in the near future.
2022-08-04 10:24 | Report Abuse
Now Slvest-W at 0.23 and Samaiden-W at 0.17. Probably Samaiden-W price would overtake Slvest-W price in due time. Factors considered such as EPS, earning potential and capability and warrant conversion price.
2022-06-03 10:46 | Report Abuse
Few points from the AGM ;
Secured 3 new customers namely Proton, Volvo and K ( Japanese big customer )
To start production for K by Q4 22 and Proton by Q4 22
Several model submitted for final qualifications for Volvo
2022-04-28 11:10 | Report Abuse
Positive for FL as below;
1) US$ very strong
2) RV good sales
3) Wood's price keep going up
4) Q1 like no more MCO impact
Hence , Q1 22 results should be even better than Q4 21
Exciting time ahead for FL
2022-04-01 11:18 | Report Abuse
Q1 22 profit should be very encouraging
2022-01-01 20:32 | Report Abuse
Dear KW Tan,
I am No 15 for year 2020. My pick for 2022 as below
JHM --20%
KGB --20%
FLB --15%
MFCB --15%
Canone --15%
Samaiden-W --15%
Thank You With Best Regards
2022-01-01 19:48 | Report Abuse
Dear KW Tan,
Thank you very much for all your hard work. This is tftey, I am among top 20 for year 2020. Would like to participate year 2022 competition as below;
JHM --20%
KGB --20%
FLB --15%
Canone --15%
MFCB --15%
Samaiden-W --15%
Thank You With Best Regards
2021-10-22 11:04 | Report Abuse
JHM on EV has secured and it is real, Genetec on EV is a story only. You guess who is better?
2021-08-19 10:48 | Report Abuse
Have secured over RM60 millions contracts in less than two month. That is equivalent to 18 months current sales. Very Good.
2021-08-11 10:13 | Report Abuse
Q2 revenue and profit looking good
2021-07-26 11:49 | Report Abuse
Continue to accumulate Warrant. Bigger potential in % wise compare to Slvest-W.
2021-06-03 10:48 | Report Abuse
Few points to add as below;
--New customer Volvo would contribute positively in 2021.
--New JV for Proton parts to start supply by Q3 2021
--Supply Sheet Metal parts for EV Charger to US company, strong demand Q2 onward.
--JV with MASS on precision part, Target plant ready by Q4 2021
2021-02-26 14:42 | Report Abuse
Good results, if added in the Realized and Unrealized Forex exchange losses at RM3.5, The profit would be at RM11.5m, which is all time high.
2021-02-18 10:33 | Report Abuse
Good company. Difficult to find one company here that benefited from BOTH EV and 5G, and it is NOT plan or talk only, but already in the business.
2021-01-27 13:03 | Report Abuse
Good results with profit almost double up cf last quarter at RM150m. Looking forward for further improvement next few quarter. On the way for better.
2021-01-22 10:38 | Report Abuse
With Fibre optic 5G huge potential requirement and EV Charging parts, again huge potential. Looking very bright future soon.
2021-01-06 10:22 | Report Abuse
JHM's prospect is much better than D&O
2021-01-01 13:28 | Report Abuse
This is tftey -- (I am No 15 for year 2020)
My pick for 2021 competition as below ;
1) JHM --25%
2) JAKS -- 20%
3) FL Berhad -- 15%
4) LCTitan -- 10%
5) MNRB -- 10%
6) KGB -- 10%
7) Fintec-WC --10%
Thank you
2020-11-26 17:17 | Report Abuse
Results is rather good considering Forex losses about RM2.5m.
2020-11-03 11:26 | Report Abuse
Most likely would have reasonable profit for Q3
2020-09-01 11:30 | Report Abuse
Supermx's have the best potential among the glove players; Reasons are 1) Highest EPS at 30s 2) Newly Included into MSCI with high ratio 3) Percentage of Nitrile glove very high 4) Benefited from TG banned from entering US market.
2020-07-30 10:34 | Report Abuse
The spread between Naphtha and PP/PE have been widen substantially started April. Demand has been improved after MCO. Could be beginning of up cycle for resin producer now.
2020-07-29 14:14 | Report Abuse
My estimation for Q2 profit would be good at the range of 150 to 200 Millions.
2020-07-28 15:24 | Report Abuse
Ruberex's EPS is better than Comfort despite end March while Comfort already factor in better price April. Hence, Ruberex should be higher than Comfort.
2020-07-21 11:05 | Report Abuse
Top Glove's EPS is more than double of Supermax. Agreed with KYY to sell Supermax and swap to Top Glove. It is much better to sell Comfort and switch to Ruberex too as both having similar EPS.
2020-07-21 10:58 | Report Abuse
Ruberex should be higher than Comfort. The reason, same last Q EPS, but Ruberex end March but Comfort End April. Glove's sales and price keep improving especially March April time frame.
2020-06-15 11:00 | Report Abuse
Good sign. Despite huge number of new converted share. Market well absorbed. Once digested, time to surge.
2020-05-28 11:20 | Report Abuse
Risk and opportunity assessment on W, Downside risk about 15% max, Upside opportunity (Buy W, convert and selling mother share) about 100%. You guess ??
2020-05-28 10:34 | Report Abuse
Hi DK, please add me. Thank You
2020-04-05 14:36 | Report Abuse
Survey shown that China opt for private driving at 66% now compare to 34% before Covid 19. US would see increase with private driving after Covid 19 too. Hence, less with public transport and more with private driving.
2019-12-31 16:59 | Report Abuse
Dear KW, My stock pick as below;
JHM -- 30%
KGB -- 15%
JAKS -- 15%
Hengyuan -- 10%
VS -- 10%
Cypark -- 10%
LBAlum -- 10%
Thank You Very Much
2019-12-27 12:41 | Report Abuse
Value added process for UACE would be another important milestone for JHM. Stay tune.
2019-12-26 10:40 | Report Abuse
Vietnam Electricity Shortages is similar to Malaysian during year 1993 due to drastic economy growth. Hence, JAKS's deal could be good. Take a look at YTL Power those day, ALL profit from YTL group were from YTL Power for long period of time.
2019-12-20 20:14 | Report Abuse
Opportunity is much higher than Risk for Jaks
2019-12-10 10:07 | Report Abuse
Recalled YTL Power experience. Early bird enjoy all the fruit. JAKS may repeat and enjoy the fruit like YTL Power those days. Electricity demand by Vietnam now is like year 1993 in Malaysia, ie severe shortages.
2019-11-22 15:52 | Report Abuse
Positive surprise for Q3. Would have further positive surprise in Q4, with additional capacity and sales and raw material cost remain low. Reasonable to trade at PE 12 to 15.
2019-11-06 11:06 | Report Abuse
Assess Risk Against Opportunity in this case, much more opportunity compare to risk.
2019-11-03 11:23 | Report Abuse
PA have 200% upside potential with 20% down side risk at current level. Worth the value.
2019-10-17 11:05 | Report Abuse
Good value at current price. KYY may start collecting slowly now. Who knows?
2019-09-24 11:23 | Report Abuse
Good investment. Can see the contribution right away.
Blog: Stock Pick Year 2024 - Table of Content
2024-01-04 10:32 | Report Abuse
Dear KW, I would like to take my reserve seat (Rank 15 for year 2020)
I would choose below with each 20% . Thank You
1) KGB
2) LC Titan
3) OSK
4) JHM
5) AbleGlob