Master-Pack and PPHB

Kim Teck Chong

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.

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

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

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

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

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

Historical high revenue, release the quarterly result early

Bring us to the moon, CGS-CIMB prop traders

Just let it go up.

It is time to buy more. Strong buy

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

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

Oriental Food is too cheap and attractive at this price.

Buy on weakness

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

When the US overturned abortion laws. Roe v Wade

I already bought a long time ago haha

high conviction play

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

@Albukhary good research, might buy in soon

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

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

Someone is trading on insider info

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

This bojed is a good technical trader. Follow

unusual buying volume: SKBSHUT

Hengyuan is a garbage refinery company

Don't buy Hengyuan, support Hibiscus

anthonykh you selling Citaglobal? Let me know

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

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

PMBTech will be included in KLSE soon

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

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

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

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

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.

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

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.

Why are you manipulating Kawan instead of Power Root?

@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

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

No choice already

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

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

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

All the analysts were wrong

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