tftey

tftey | Joined since 2015-10-23

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News & Blogs

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

News & Blogs

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

Stock

2023-08-24 10:54 | Report Abuse

It is good timing to accumulate now at LT 0.80

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2023-07-13 11:02 | Report Abuse

Still adding its warrant at 0.33. Good discount

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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

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2023-03-31 10:47 | Report Abuse

Keep adding its warrant. Have discount now.

News & Blogs

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

Stock

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.

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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.

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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

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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

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2022-04-01 11:18 | Report Abuse

Q1 22 profit should be very encouraging

News & Blogs

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

News & Blogs

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

Stock

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?

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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.

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2021-08-11 10:13 | Report Abuse

Q2 revenue and profit looking good

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2021-07-26 11:49 | Report Abuse

Continue to accumulate Warrant. Bigger potential in % wise compare to Slvest-W.

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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

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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.

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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.

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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.

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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.

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2021-01-06 10:22 | Report Abuse

JHM's prospect is much better than D&O

News & Blogs

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

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2020-11-26 17:17 | Report Abuse

Results is rather good considering Forex losses about RM2.5m.

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2020-11-03 11:26 | Report Abuse

Most likely would have reasonable profit for Q3

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2020-10-15 11:39 | Report Abuse

Good news coming, one by one.

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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.

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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.

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2020-07-29 14:14 | Report Abuse

My estimation for Q2 profit would be good at the range of 150 to 200 Millions.

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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.

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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.

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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.

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2020-07-17 11:18 | Report Abuse

JHM is much better than JFTech.

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2020-06-15 11:00 | Report Abuse

Good sign. Despite huge number of new converted share. Market well absorbed. Once digested, time to surge.

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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 ??

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2020-05-28 10:34 | Report Abuse

Hi DK, please add me. Thank You

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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.

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2020-01-23 09:30 | Report Abuse

1.60 is good entry price now

News & Blogs

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

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2019-12-27 12:41 | Report Abuse

Value added process for UACE would be another important milestone for JHM. Stay tune.

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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.

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2019-12-20 20:14 | Report Abuse

Opportunity is much higher than Risk for Jaks

News & Blogs

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.

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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.

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2019-11-06 11:06 | Report Abuse

Assess Risk Against Opportunity in this case, much more opportunity compare to risk.

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2019-11-03 11:23 | Report Abuse

PA have 200% upside potential with 20% down side risk at current level. Worth the value.

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2019-10-17 11:05 | Report Abuse

Good value at current price. KYY may start collecting slowly now. Who knows?

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2019-09-24 11:23 | Report Abuse

Good investment. Can see the contribution right away.