warchest

warchest | Joined since 2015-04-23

Investing Experience Advanced
Risk Profile Moderate

i'm nibbling now because of its value

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Stock

2020-12-06 13:38 | Report Abuse

As the largest retailer in Malaysia with more than 500 k active AEON members, the upliftment of CMCO in most of the states, allowing inter-district and inter-state travel and loosening of CMCO in Klang Valley bode well with the strongest month for AEON. 4 cents dividend per annum, translates in 4% yield and indicators of recovery in process would elevate its share prices to RM1.20 minimum. Look back into the last 5 financial years and you can see that they growing every year.

Stock

2020-12-04 19:47 | Report Abuse

Nice closing. Bull successfully fended multiple attacks by the bear. Next week, test the resistance level of 53. Multiple catalysts in the pipeline

Stock

2020-11-28 10:02 | Report Abuse

And this time Biden piles Boris Johnson to initiate Brexit with a deal. Is going to be another big catalyst for Ewint

Stock

2020-11-28 08:16 | Report Abuse

This time its uptrend try to test its immediate resistance of RM0.45. It was a nice long candle yesterday. Announcement of quarterly results in mid of Dec 2020. Hopefully this time around the uptrend is for real

Stock

2020-11-26 17:12 | Report Abuse

lol, this forum is damn funny especially the comments from the biggest naysayer, roger3210. alright, let's bet on this. I put my bet on upward trajectory on this counter

Stock

2020-11-17 16:59 | Report Abuse

Cheapest valuation in terms of PE ratio and growth prospects. Flexible developer with mainstream to luxury projects and with sustainable concepts. Lumpy revenue and profits due to accounting standards in UK and AUS but on thing for sure they started to recognise a substantial cash in their joint venture entities. Year end is coming and based on historical trend, it will move upward

Stock

2020-09-17 18:21 | Report Abuse

This going to be the same as TopGlove. Market already expected the rubber glove companies to earn big profits. So expect to sell on good news.

Stock

2020-09-11 08:14 | Report Abuse

Supermax is always a voting machine since the start of the pandemic. Retail investors, fund managers gone frenzy on it. Of course it enjoy a windfall from the pandemic but how long it can sustain? That's for a year to reach the peak of its earnings and thereon, normalise once we got the vaccine. When looking into a stock valuation, look into 2 to 3 years from now or better 5 years. Back to reality, we know that once the pandemic is over the windfall earnings can no longer be sustained.

Stock

2020-09-10 17:13 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:12 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:12 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:12 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:11 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:11 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-10 17:10 | Report Abuse

At present, medical gloves are in great demand, but going forward where is the growth in both ASP and volume post FY21. Is there another leg of growth for the glove industry without any epidemic diseases or pandemic? Slew of companies announced their plans to set up plants to produce rubber gloves, increase their production capacity and lines and many countries announced to ramp-up their glove manufacturing in the next 2-3 years. China and Thailand plans to increase their production of gloves to 100 billion per annum. Will it gradually turn from shortages to gluts in the industry for the next 2 years?

Vaccine or its trials may be delayed or paused but we know that we are going to have a proven commercially viable vaccine as time goes by.

For now, the downside for glove counters is high but upside is limited. So risk is high for the return.

Stock

2020-09-08 11:28 | Report Abuse

vaccine is coming soon. the demand month-on-month for the gloves is not growing as much as expected

Stock

2020-08-28 06:36 | Report Abuse

First loss ever. They always in profit for so mny year and this time is huge

Stock

2020-08-26 11:09 | Report Abuse

AmBank Research noted that the planned capacity increase of 126 billion pieces or 54% by end-2022 “will more than offset” demand increase, and that the recent strides in Covid-19 vaccines will affect ASPs as well.

Stock

2020-08-25 19:32 | Report Abuse

Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. “Stocks have already rallied a lot,” Wong said.

Stock

2020-08-25 19:32 | Report Abuse

Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. “Stocks have already rallied a lot,” Wong said.

Stock

2020-08-25 19:32 | Report Abuse

Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. “Stocks have already rallied a lot,” Wong said.

Stock

2020-08-25 15:52 | Report Abuse

Danny Wong, chief executive officer at Malaysia-based Areca Capital Sdn., said in an interview that investors will be better off taking some profits in glove stocks over the next few quarters as news on vaccine development has been positive. "Stocks have already rallied a lot, ” Wong said.

Stock

2020-08-23 06:31 |

Post removed.Why?

Stock

2020-08-20 22:25 |

Post removed.Why?

Stock

2020-08-17 10:08 | Report Abuse

Russia, as it has been said on several occasions, is open to cooperation with any foreign country on the development of the vaccine. Those who are willing to engage with us have expressed their intentions. In Southeast Asia, it is the Philippines and Vietnam. Overall, 20 nations have requested a total of one billion doses of Sputnik V.

Stock

2020-08-14 11:05 | Report Abuse

National pride is defining the race for a Covid 19 vaccine. Companies in US, China racing to complete the trials after Russia declared victory in global vaccine race. More to come. Be careful as demand and high average selling price is not sustainable.

Stock

2020-08-14 11:04 | Report Abuse

National pride is defining the race for a Covid 19 vaccine. Companies in US, China racing to complete the trials after Russia declared victory in global vaccine race. More to come. Be careful as demand and high average selling price is not sustainable.

Stock

2020-08-14 10:01 | Report Abuse

Fall from grace soon. Stock market is all about sentiments. 2nd half result of Supermax should be good because of the windfall from this pandemic. But development of vacccine from all countries already at final stage and most of them already at final stage of clinical trials. That's imminent

Stock

2020-08-13 10:53 | Report Abuse

OCK couldn’t match its profit with cashflow and its dilution with issuance of new share capital to fund for expansion activities means that shareholders own less of the company than the did before (unless they bought more shares). For that reasons, despite showing growing earnings but the earnings apparently are lower quality

Stock

2020-08-13 00:15 | Report Abuse

And why their receivables keep growing every year. That's because they provide financing to their customers but this has put a burden on cash inflow of the Group. Hence, they need to incur more debt and raise more funds to stimulate growth. As for IPO listing, it would not be materialised at least a year or two

Stock

2020-08-13 00:01 | Report Abuse

Downside is low but upside as well. Not much meat for this counter. Capital intensive industry and they been raising money via new issuance share capital (i.e. private placement, rights issue) and debt just to acquire growth, but with the expense of dilution in shareholders' interests.

Some analysts placed 25x P/E ratio to arrive at their target prices. But I won't be paying that valuation unless supported by (i) high growth in both topline and bottomline (ii) scale-up easily with, minimal costs. That's not the case for OCK. And OCK is not a tech company. It is more of a telco infrastructure company.

Stock

2020-08-12 16:08 | Report Abuse

stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider

Stock

2020-08-12 16:03 | Report Abuse

Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider

Stock

2020-08-12 16:03 | Report Abuse

Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider

Stock

2020-08-12 16:02 | Report Abuse

Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider

Stock

2020-08-12 16:02 | Report Abuse

Stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider

Stock

2020-08-12 16:01 | Report Abuse

stock market reflects 6 months in advance news. Many vaccine companies in US and China already started their 3rd phase clinical trials. Russia's vaccine registered but may not be proven but at least it is a good start. More positive news on the development vaccine will come through. Once the demand tapers somewhere in 2021, the average selling price will follow. Something to consider