Posted by thesteward > 2020-06-26 20:04 | Report Abuse

Ya I think possible double limit up

Posted by thesteward > 2020-06-26 20:04 | Report Abuse

What is limit up price.

Posted by thesteward > 2020-06-26 20:23 | Report Abuse

Decent company that rewards shareholders w good divvy unlike some kiamsiap type

Posted by thesteward > 2020-06-26 20:23 | Report Abuse

Wish I bot more

Posted by thesteward > 2020-06-26 21:24 | Report Abuse

Seriously ?

Posted by VenFx > 2020-06-26 21:29 | Report Abuse

Congrats to hexza frens followers

STUDY SHALL REWARD !

Posted by nelsoncs712 > 2020-06-26 21:29 | Report Abuse

Rm 2.5 till rm 3. 3 qtr benefit

Posted by kelvinlim1133 > 2020-06-26 22:05 | Report Abuse

Profit is from disposal of shares gain? If is, it is not business segment contribution profit. No wonder defer QR release date and senior management staff sold shares at 116 and 124. Paramount gain RM 470m after disposal business and property. Share price gain few sen only after announcement.Be careful open high sell on news.

Posted by nelsoncs712 > 2020-06-26 22:11 | Report Abuse

Ethanol segment #
Turnover for the quarter increased 102.7% to RM13.36 million
from RM6.59 million in the corresponding quarter last year mainly
due to increase in sales volume by 117.8%. This was due to the
outbreak of the Covid-19

Posted by Primeinvestor > 2020-06-26 23:04 | Report Abuse

Monday anything below RM1.50 is a steal

Posted by MoneyShow3 > 2020-06-26 23:22 | Report Abuse

The results were not as great as expected. If u guys noticed, revenue didn't increase very much. And profits only slightly.

They shld not mention this statement in the notes:
Our ethanol segment’s
financial results should continue to benefit from this. Due to the
impact of the MCO though, results in the 4th quarter are not
expected to be as strong as in the 3rd quarter

So means the next QR would be lower???

Something doesn't seem quite right, we're they shut during the MCO?
NTA moved to rm1.08, backed mainly by cash and shares.... I got mixed feelings now... Price up or flat? I expected it to move to Rm1.60. Let's pray...

Posted by gemfinder > 2020-06-26 23:25 | Report Abuse

All these companies that say benefit from covid 19 are all scam. Canot deliver result as per share px upwards. Gapdown

Posted by zhangliang > 2020-06-26 23:26 | Report Abuse

Well done Venfx bro! Gr8 call from u which benefitted me. Hexza is the oni strong results compare 2 all other goreng covid-19 theme stocks. Ethanol more den 100% + return & realise gains from disposal of overseas shares investment & management confident until 2021 even after covid-19. Plenty cash now summore. Can’t complain, v happy. Short selling ban extend 2 year end summore, how wonderful!

Posted by thesteward > 2020-06-26 23:31 | Report Abuse

Read carefully
There are 2 section
Eathanol

The result is good taken as a whole .

Posted by Britishshorthair > 2020-06-27 01:11 | Report Abuse

New result tp calculation: 2.40, pe 15x

Posted by Britishshorthair > 2020-06-27 01:12 | Report Abuse

Conservative only 2.08,
https://klse.i3investor.com/blogs/Britishshorthair/2020-06-21-story-h1508904191-Hexza_Potential.jsp

Posted by VenFx > 2020-06-27 01:41 | Report Abuse

zhangliang SIFU,

The latest (20Q3 report),
One has dissect further can find the below after done cross checking :

[ Hexza s Ethanol Plant ]

- utilisation rate @ 70% ( c'tnue-ing ramping up in production shall increase its top & bottom line at historical record)
- average selling has surged from $4.10 to $6.90 per lit. (What would happen to hexza s bottom line, if 10% of ethanol selling at $9/L ? )

Historical P.E. : (15-21)p.e.

I assume sifus in i3, shall has hexza s FV calculated.

Posted by VenFx > 2020-06-27 02:39 | Report Abuse

With hexza s 'ethanol' contribution alone for its bottom line ;
a n.profit of $3.90mil achieveable in 20Q4 .

Forecasted, Fy2020 pat $16.1mil or $0.081 eps.
in another word, it would be too insane to see hexza traded below $1.45 per share .

Posted by nelsoncs712 > 2020-06-27 08:48 | Report Abuse

Read carefully for those negative thinking. This is only qtr 1 which only consist 1 month plus covid 19.

Qtr 2 and 3 all need sanitizer which bring out much more profit than qtr 1

Posted by nelsoncs712 > 2020-06-27 08:52 | Report Abuse

With now all back to work and school reopen step by step, we can expect the usage is double up compare to mco which just stay at home

Posted by nelsoncs712 > 2020-06-27 09:21 | Report Abuse

COVID-19 Ethanol Based company potential!

Due to COVID-19, Ethanol have been in the market news for quite sometime. Ethanol have been extensively used in hand sanitisers and in disinfecttant. We have seen a surge in the purchase of ethanol for the usage for disinfecting cars, restaurants, doors and for use in offices. Due to the opening of the economy, the demand for ethanol had also been increasing day by day for disinfection of publicly used spaced! Car washes, restaurants, and even saundry shops now have a bottle of sanitiser in the front of their shops. And on top of that, they are required to sanitise the chairs , tables after each use. Barber shops are required to sanitise all the equipment after each use to prevent tranmission of viruses. Lifts in all condominiums have a dispenser which dispenses sanitisers after each use. Toilets in restaurants all have a bottle of sanitiser available at all times. Factories and construction sites now have a strticter regulation on the health of their workers as most of them are foreigners. LRTs , busses and all public transport are sanitised daily. Schools and universities are reopening with higher requirements and SOP as well.

The main ethanol producer in malaysia have seens a surge in ethanol orders since the begining of March as per article. The projection is that, additional demand would continue as a new norm of business and working starts in malaysia. Ethanol price, mainly in Malaysia only have surged by a factor of 50-200% over the months. Ethanol productions quota have been booked ahead for a year, and new customers are not accepted anymore. Scallability is much easier for producers, as all that is required to increase production is fermentation vats as this is a time based process. The distilliation tower is already there.

Even then with the ease of scalability there is a limit on production. For each order, a minimum downpayment deposit would have to be paid in order to secure the production slots due to the condition now. A recent friend of mine, have enquiries from United states for a minimum 100 tons/month and have yet to secure any supply of Ethanol. Also due to its nature, whereby ethanol is a controled chemical in Malaysia, it is difficult to import and hence there is a natural buffer against the world ethanol prices. Food grade ethanol commands a higher price and is used for hand sanitisers and sanitory products.

One of the main producer of ethanol in Malaysia, Hexza have the capacity to manufacture 9,000,000 liters a year, which is equivalent to about 7,110 metric tons a year. (Specific gravity 0.79 for Ethanol). From the article, there will be an increase of at least 75% sales compared to the average month. At this moment, based on information the whole production of ethanol of the remaining year have been booked. At a modest estimate of 50% increment in selling price in Malaysia, the price of ethanol would be around rm6.00-rm9.00 ringgit per liter. This would results in about (rm6.0->rm9.0) * 9million liters = rm 54 million to rm 81 million ringgit range in revenue. A banker/financer friend of mine posted a conservative estimate of the earning that for 2 quarters normal price rm4.0 and 2 quarters at rm 6.0 pricing. Meaning this is still conservative estimate.

Posted by thesteward > 2020-06-27 09:25 | Report Abuse

Let’s just hope it gap to at least rm1.40 at opening

Posted by thesteward > 2020-06-27 09:25 | Report Abuse

Think possible ?

Posted by thesteward > 2020-06-27 09:25 | Report Abuse

Or maybe rm1.50 ?

Posted by thesteward > 2020-06-27 09:27 | Report Abuse

Adventa double limit up that time

Posted by thesteward > 2020-06-27 09:27 | Report Abuse

Hexza can follow ?

Posted by Britishshorthair > 2020-06-27 10:01 | Report Abuse

Opening 1.40 will rise to target price ah. Otherwise still undervalued

Posted by supper888 > 2020-06-27 10:47 | Report Abuse

$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

Posted by supper888 > 2020-06-27 10:47 | Report Abuse

HUAT $$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$

Posted by paperplane > 2020-06-27 11:21 | Report Abuse

Congrats, venfx bro

Posted by gohku > 2020-06-27 11:58 | Report Abuse

A company with cash equivalent almost 85 sen per share and u just pays about 30 sens for the rest of its assets, i think it is a very good deal.

You can expect dividend of 5 sen that give a 4.2% pa yield, thus a good deal.

Posted by andrew_how25 > 2020-06-27 12:02 | Report Abuse

"Due to the impact of the MCO though, results in the 4th quarter are not expected to be as strong as in the 3rd quarter"
meaning has to wait till Q1 FY21 to see the stronger result from its ethanol segment...

Posted by gohku > 2020-06-27 12:10 | Report Abuse

They say good business, but likely the q4 profit is around 3.5 sen.

Thus the eps for the coming whole year should be 9.2 sen which highly supportive to its current share price of Rm 1.14 with Pe 12x.

Posted by andrew_how25 > Jun 27, 2020 12:02 PM | Report Abuse

"Due to the impact of the MCO though, results in the 4th quarter are not expected to be as strong as in the 3rd quarter"
meaning has to wait till Q1 FY21 to see the stronger result from its ethanol segment...

Posted by rogers123 > 2020-06-27 12:44 | Report Abuse

Buy Hexza

Posted by thesteward > 2020-06-27 13:06 | Report Abuse

Just now one so called ‘expert’ in telegram say hexza will drop next week (guess base on his ‘technicals’) . I m totally perturbed why people can say stock will drop just because they didn’t buy ?
With this kind of result n prospect drop ?
Some just comment without reading and analyzing .

Posted by BATFLY > 2020-06-27 14:03 | Report Abuse

QtoQ profir after tax increases by 447%
Qtr EPS increase from from 0.7 to 3.8
No debt and cash of RM90 million

Posted by BATFLY > 2020-06-27 14:05 | Report Abuse

With such excellent growth in, earning plus increase in demand for sanitizer, i foresee the price will fly this Mon.. Cheers!!

Posted by Maxigain > 2020-06-27 14:17 | Report Abuse

Many sour grapes here. No brainer this stock is gonna fly steadily to the moon

Posted by VenFx > 2020-06-27 14:58 | Report Abuse

Paperplane bro,

Lets get ready to explore for more gold mines.

Posted by Britishshorthair > 2020-06-27 15:43 | Report Abuse

High chance like Adventa i think. Gained 100%,

Posted by BATFLY > 2020-06-27 15:56 | Report Abuse

In fact the QtoQ profit after tax increase more, than Top, glove or Supermax.. Ethanol revenue increase by 102 %..

Posted by Britishshorthair > 2020-06-27 16:16 | Report Abuse

Read the latest edition if the edge. Last 3 pages. Things people buy during covid. 42% hand sanitiser. Sanitiser products demand will last next 2 -3 years

Posted by paperplane > 2020-06-27 21:39 | Report Abuse

Only 2,3 weeks outbreak already earned 100% more from ethanol, will it be 200%to 300% in next quarter coming.. Tht is encouraging

Posted by Woodswater > 2020-06-27 21:53 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3062875

Monday!

Posted by Woodswater > 2020-06-27 21:55 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3025762

Posted by Kenneth32 > 2020-06-28 00:23 | Report Abuse

Hey guys,so how about u guys TP after the announcement had been announced....i bought from may and this hexza company is nearby my home...what u guys think as I had read all the comment from u all..please guide and lead..

Posted by Kenneth32 > 2020-06-28 00:24 | Report Abuse

Therefore I bought that time the price is quite high 1.16 is quite high as at been dropped to 1.0x before..

Posted by Britishshorthair > 2020-06-28 09:03 | Report Abuse

Kenneth, go survey hexza can ah, just go kopitiam and listen listen

Posted by Woodswater > 2020-06-28 09:22 | Report Abuse

Previous EPS 0.7 (4 qr) =2.8 c
Current closing prices Rm 1.14 / 2.8 = PE 40x overvalued, but game changes as

Current qr3 spiking EPS 3.8 ( 4 qr) = 15.2 c x PE 12 = easily Rm 1.82 which i seen a sifu gives higher PE 15x @RM RM 2.28 ( double from now) as health care related stoks r red hot hot for short, midterm.


Britishshorthair New result tp calculation: 2.40, pe 15x

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Kenneth32 Hey guys,so how about u guys TP after the announcement had been announced....i bought from may and this hexza company is nearby my home...what u guys think as I had read all the comment from u all..please guide and lead..
28/06/2020 12:23 AM


rogers123 Buy Hexza

Britishshorthair Kenneth, go survey hexza can ah, just go kopitiam and listen listen

Thumbs up!
Wakakakaka

Posted by supper888 > 2020-06-28 14:37 | Report Abuse

TOMORROW , WILL LIMIT UP ?????$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$