Mouse, sell share to Goreng partners is normal. Kpower CEO sell million at shares at RM4.8 - 5 few days ago, now RM5.35. EPF sell Sunway at 1.4+ two days ago, today 1.54. EPF sold millions of CIMB at below RM3.6-3.8, now RM4.28
JAG,电子废料回收,提炼铜,锡,金,银后卖给中国,日本,菲律宾。 https://www.klsescreener.com/v2/news/view/731247 ____________________________ [看重点] In the first six months of the year, JAG posted a net profit of RM3.71 million compared with a net loss of RM9.96 million a year ago, while revenue rose 14% year on year to RM66.81 million. [最近6个月业绩增长] Tan attributes the improved financial performance to secured procurement contracts which have all remained intact, combined with an increase in demand for commodities. “There has also been an upward trend in commodity prices compared with 2019, which has contributed significantly to our bottom line.” [对比去年商品需求提高,价格起价] She sees the group’s revenue and profit for FY2020 continuing to be driven by its manufacturing and trading division, which comes under its flagship subsidiary Jaring Metal Industries Sdn Bhd (JMI). Last year, JMI contributed 97% to JAG’s revenue and profit. [97%营收来自于金属提炼业务] “The manufacturing division invested a capital expenditure of RM3.6 million this year and the equipment has been commissioned. It has doubled the capacity of the division and enhanced the efficiency of our processes,” Tan adds.[新产能已经投产,对比去年产能增加一倍] 投资机会: 1。金属价格提高 2。产能增加一倍 风险: 1. 业务90%出口,马币走高的幅度对比金属价格相差太多。 2. 金银对比铜锡价格大跌过多。
Tikus,why are you here ? when TDM 23.5 cents you talk bad about the company by posting irrelevant account figure,now the price already 34.5 cents you still dig the old bad story.A lot people already made money and deposited to bank account .Did you make money or not ? Are you a person come here just to make fun ?
For those serious mature sensible minded long term investors among y'all ... Do consider TopGlove as another egg in your basket, another arrow in your quiver, another string to your bow
Bonus issues: 2002 3:10 ==> 2,600 units 2003 2:5 ==> 3,640 units 2005 1:1 ==> 7,280 units 2007 2:5 ==> 10,192 units 2010 1:1 ==> 20,384 units 2016 1:1 ==> 40,768 units 2018 1:1 ==> 81,536 units 2020 2:1 ==> 244,608 units
Today 244,608 units x RM8.70/unit = RM2,128,089
Capital Appreciation = From RM5,400 to RM2,128,089 in just 19 years
This is clear solid undoubtable undeniable evidence of the awesome benefit by way of exponential growth that you get from investing long term in TopGlove
Anyways, this is not a call for buy or sell, but just sharing of some inspirational motivational confidence-building information.
Top Glove before pandemic, Quarterly profit after tax is just 110m+. After Pandemic, very likely PAT will be lower than Pre Covid level cause demand for glove will slow down, over stocking and too many production lines. But, let assume Top Glove can still play the magic and can make 227% times higher that pre covid level. Then quarterly profit Post cover will be 2.27x110m = 250m. 1 year will be RM 1bn. Sounds a lot?
When Profit grow is slowly down, Valuation also drop and PE of 20 is consider highly expensive. Let's assume Top Glove still can get PE 20. Then, market capitalisation will RM 1bn x 20 = RM20 bn. At current Top Glove price at RM6.90. The market capitalisation is RM56.5bn. That means , the potential drop is RM36.5bn or drop 64.6%. The potential optimistic price of Top Glove Post Covid will be RM2.44. So, Think twice or even 20 times before you invest in Top Glove now
We should spread the highly optimistic prospect of TDM Bhd.
Sept QR - Plantation REV 71 Million, PAT 22 Milion Dis QR Rev and PAT surely increase more than 20%:
CPO price continue to rise !!!
July August September TDM CPO Production 7500 8158 8599 Metric Tonne Average CPO Price 2500 2800 2900 RM/ Tonne
October November December TDM CPO Production 8578 est 8500 est 8500 Metric Tonne Average CPO Price 2900 3400 est 3400 RM/ Tonne
Beside i believe TDM healthcare too have bright future and contribute more to TDM Revenue and PAT due to:-
1. Mandatory covid-19 screening for all foreign worker (which to be done at private healthcare facilities)
2. The prospect of private healthcare facilities providing covid-19 vaccine shot for foreign worker (Malaysia gov only give free covid-19 vaccination to Malaysian)
3. Improve hygiene and healthcare awareness due to covid-19.
if u compare with previous performance (TDM price chart) So in December surely TDM can break 52W high which is 0.445 !!!
Estimate earnings 1.59sen 2.0 sen 2.0 sen 1.59 sen 7.18 EPS for 4 Q... PE 10x.... TDM 71.8 sen TP1 PE 15x ... TDM 107.7sen TP2 PE. 20x ... TDM 143.6 sen TP3
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
see2sea
2,194 posts
Posted by see2sea > 2020-12-10 09:45 | Report Abuse
up up..huat arr!!