wallstreetrookie

wallstreetrookie | Joined since 2020-02-03

Investing Experience Advanced
Risk Profile Moderate

I love the markets and like to call myself as the biggest bull on KLSE. Malaysian stocks are significantly undervalued but most local investors are still pessimistic. They are WRONG

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2022-11-08 16:18 | Report Abuse

Master-Pack and PPHB

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2022-11-08 13:20 | Report Abuse

Mordor Intelligence:
1. Condom market is poised to grow at CAGR of 8.2% by 2027.

2. 1 in every 5 condoms is produced by Karex Berhad. Competitors including Reckitt and Humanwell are not gaining much market share after long period of consolidation.

3. The rise in the adoption rates of contraceptive products among consumers across the world is boosting the demand for condoms. Moreover, growing awareness through government initiatives, along with comprehensive sex education programs to reduce the prevalence of sexually transmitted diseases, is driving the market growth across the world.
Apart from sex education and prevention against STDs, the introduction of innovative condom designs, coupled with innovative packaging style, increased marketing, and promotional activities, are some of the major factors boosting the market growth further.

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2022-11-08 13:14 | Report Abuse

Karex management literally told us that the company expects to see condom demand surpassing pre-pandemic levels. You go and meet the CEO and ask him yourself. He will tell you that condom sales are absolutely flying right now after the Roe v Wade US Supreme Court decision. Not to mention the fact that countries all over the world are pushing greater awareness towards sexual education. Condom sales is expected to grow at more than 7% CAGR

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2022-11-08 13:12 | Report Abuse

Yes, I expect highest ever profits within the next 6 months, barring labour shortage issues. Malaysia is bringing in a lot of foreign workers. Labour issues will be resolved soon, input costs will come down significantly. So I am fairly optimistic

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2022-11-08 13:10 | Report Abuse

See, I told you it's CGS-CIMB.
The Edge: CGS-CIMB lifts Karex’s target price by 80%, expects condom maker to return to black in FY2023

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2022-11-08 13:09 | Report Abuse

Well, you are just looking at the 1-day price action. Karex will hit RM0.80 in no time

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2022-11-08 11:21 | Report Abuse

I think Karex will report the highest ever profits because millions of Americans can no longer opt for abortion. Contraception pills are not safe. Therefore, Karex, being the largest condom maker in the world, will be the world's largest benefactor.

I am extremely bullish. My price target is actually RM0.80. Not kidding

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2022-11-08 11:19 | Report Abuse

Historical high revenue, release the quarterly result early

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2022-11-08 10:28 | Report Abuse

Bring us to the moon, CGS-CIMB prop traders

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2022-11-08 10:15 | Report Abuse

Just let it go up.

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2022-11-08 10:13 | Report Abuse

It is time to buy more. Strong buy

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2022-11-08 10:11 | Report Abuse

Wait until the election is over to see who is in power. Then re-position would be the best bet

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2022-11-08 10:10 | Report Abuse

Haha I think it is time to take profit. Sell 50% and hold the rest

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2022-11-08 10:09 | Report Abuse

Oriental Food is too cheap and attractive at this price.

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2022-11-08 10:06 | Report Abuse

@Vhydro someone is trading on insider news. Good news not bad news

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2022-11-08 10:05 | Report Abuse

When the US overturned abortion laws. Roe v Wade

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2022-11-08 10:05 | Report Abuse

I already bought a long time ago haha

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2022-11-08 09:58 | Report Abuse

high conviction play

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2022-11-08 09:44 | Report Abuse

Why is Master-Pack and KYM going up but not PPHB? PPHB is still undervalued

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2022-11-08 09:43 | Report Abuse

@Albukhary good research, might buy in soon

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2022-11-08 09:21 | Report Abuse

I can kinda guess who the person behind the Facebook account is working at. Again, it is not my job to report.

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2022-11-08 09:20 | Report Abuse

Highly illegal activity going on. I saw a post on Facebook, someone bought Karex when it spiked and promoting the stock in a private Telegram group

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2022-11-08 09:20 | Report Abuse

Someone is trading on insider info

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2022-11-07 20:40 | Report Abuse

US banned abortion, this means global condom sales went up significantly = $$$ for Karex

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2022-11-07 10:14 | Report Abuse

This bojed is a good technical trader. Follow

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2022-11-07 10:14 | Report Abuse

unusual buying volume: SKBSHUT

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2022-11-07 09:41 | Report Abuse

Hengyuan is a garbage refinery company

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2022-11-07 09:40 | Report Abuse

Don't buy Hengyuan, support Hibiscus

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2022-11-07 09:31 | Report Abuse

anthonykh you selling Citaglobal? Let me know

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2022-11-07 09:25 | Report Abuse

MyNews is currently going through a series of restructuring. After that, it will be acquired by QL Resources

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2022-11-06 18:49 | Report Abuse

Their balance sheet is flawless; solar photovoltaic will continue to grow; every country is pushing climate change solutions.

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2022-11-06 18:48 | Report Abuse

PMBTech will be included in KLSE soon

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2022-11-06 18:48 | Report Abuse

This company is a climate change thematic play. It's very unique

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2022-11-05 22:27 | Report Abuse

@pang72 In a global recession, only 3 sectors can survive. Oil and gas, healthcare and food. The rest, all die

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2022-11-05 22:23 | Report Abuse

Price target based on my model is RM2.30 without factoring in dividends. With dividend, it could be higher

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2022-11-05 22:21 | Report Abuse

Coastal Contracts has not paid dividends since 2017.
To Coastal Management:
This is the time to pay dividend. Q4 2022 Dividend incoming

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2022-11-05 22:20 | Report Abuse

I think Coastal Contract will reward their shareholders with historical high dividend soon. I think the dividend announcement could possibly come by November or December 2022. Again, this is the best case scenario and just another possibility.

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2022-11-05 22:19 | Report Abuse

I am 99% sure that Koon Yew Yin still holds Coastal in his proxy. This fox has interest in O&G-adjacent companies.

Play of the Quarter
1. Short Hengyuan/Petron Malaysia any refinery companies
2. Buy more Hibiscus (high correlation coefficient with crude oil prices)
3. Hold on O&G-adjacent plays (Coastal Contracts, Deleum, Uzma)

Good luck

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2022-11-05 22:14 | Report Abuse

This time, inflation will stay high for not just 1 -2 year. Inflation, including food prices, will stay high for the next 3 - 5 years. Consumer staples, which includes companies such as Apollo Food, Nestle, Kawan Food and Power Root will be able to weather the storm. Yet analysts still don't factor this into their assumptions, citing raw material costs blah blah blah. Kawan Food, Oriental Food and Power Root are all strong long term plays.

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2022-11-05 22:11 | Report Abuse

Why are you manipulating Kawan instead of Power Root?

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2022-11-05 22:11 | Report Abuse

@VTrade I don't know how many shares you are trying to dump for your client. As a market maker, with all due respect, stop playing Kawan. Go manipulate Power Root

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2022-11-04 11:26 | Report Abuse

Bullish on all healthcare-related stocks, (small and mid cap) until Q1 2023

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2022-11-04 11:24 | Report Abuse

No choice already

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2022-11-04 11:24 | Report Abuse

This counter is loaded with retail investors. Very hard to move the price. Haizz

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2022-11-04 11:22 | Report Abuse

Just look at all the non-glove companies. They are all green

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2022-11-04 11:22 | Report Abuse

Buy-side has no more idea. They will pump all the healthcare stocks remaining

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2022-11-04 11:21 | Report Abuse

All the analysts were wrong

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2022-11-04 11:21 | Report Abuse

SGD/MYR is trading at 3.35 no wonder SAM is up. Singaporean fund managers in this company