Posted by Pinky > 2021-05-10 20:02 | Report Abuse

Now I every night have nightmares

In the nightmares I always see a pekebun high on weed

Posted by Lanmum > 2021-05-10 23:49 | Report Abuse

Hahaha Pinky, should feel glad, pekebun brings joy and laughter to us. Keeps us entertain while the market is beaten down.

Posted by auditorandconsultant > 2021-05-11 08:32 | Report Abuse

Great news!

MCO 3.0 is good to be implemented so as to contain or control the spread of Covid-19 virus.
Hopefully MCO 3.0 is effective in reducing the number of Covid-19 cases.

MCO 3.0 which restricts dine-in and allows only take away or food delivery will definitely result in more utilisation of plastic products!

So good news to Thong Guan!

Thong Guan business performances for next Quarter will be very good. Remember, look at last year 2020, when MCO 1.0 was implemented, how good was the performance?

You can figure out yourself!

Good for Thong Guan. I foresee good result for Jan-Mar 2021 and Apr-Jun 2021 !

Hold or Buy or Panic Selling, you are SMART enough!

Thong Guan price will be skyrocketing soon due to:-

1) Positive news updated from Mr. Alvin Ang
2) Increase utilisation of plastics and products of Tguan due to Nationwide MCO 3.0
3) Potentially good Quarter Result which will be released around mid of May 2021 (Please refer to SLP Resources as a sample)
4) Potentially more and more dividends will be declared (same like last year) - Marathon in Dividends

My gang and I will still hold Tguan and will not sell at this juncture.

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by Pinky > 2021-05-11 09:16 | Report Abuse

Morning slump

Confirm pekebun ganja will pop up today XD

Posted by collie > 2021-05-11 11:35 | Report Abuse

Morning, when is the webinar happening?

Posted by auditorandconsultant > 2021-05-11 11:38 | Report Abuse

The Webinar will be held tonight from 8.30 - 9.45 PM

My questions have been received by the moderator.

I will attend and question Alvin on the business impact and how to business tackle current pandemic to convert current threats into opportunity

Posted by Pinky > 2021-05-11 13:36 | Report Abuse

That webinar can be watched by public?

auditor, remember to give us a debrief later. Thanks!

Posted by sharegain > 2021-05-11 14:07 | Report Abuse

how to join the webinar

Posted by xuxu > 2021-05-11 17:09 | Report Abuse

Strong TGuan ! very good

Posted by auditorandconsultant > 2021-05-11 17:44 | Report Abuse

Of course Tguan is strong. Tguan price is stable and is not affected by MCO 3.0

Look at Tongher, its price from 2.51 on 9 April 2021 and now 3.18 on 11 May 2021. The share price increased 27% in one month. Good one.

Tongher and Tguan are in my watchlist and my babies because I knew these two more than 10 years when I was with KPMG.

Reason on why Tongher share price spikes:-

1) Price of steel or metal increase significantly;
2) Good result in Final Quarter which led to Final Dividend of RM0.15 per share;
3) Potentially good result for first quarter which led to TCWG to declared an Interim Dividend of RM0.05 per share

Ex-Date for 2) and 3) are same.

I strongly believe that Thong Guan will do something very soon, maybe during May 2021. Tonight, I will be attending the webinar and will have a meaningful questioning session with Mr. Alvin Ang.

Tomorrow I will be updating all of you then.

Posted by Lanmum > 2021-05-11 17:45 | Report Abuse

@ auditorandconsultant, Ask Shane to upload to youtube. Thanks

Posted by auditorandconsultant > 2021-05-11 17:50 | Report Abuse

@Lanmum,

I do not want to bring hassle to him although he is my friend and my junior. I will try to update all information as completely as possible.

Posted by Lanmum > 2021-05-11 18:01 | Report Abuse

@ auditorandconsultant, alright, keeps us update here. Thanks

Posted by auditorandconsultant > 2021-05-11 22:01 | Report Abuse

https://www.youtube.com/watch?v=U3LSme3RmQQ

Posted by auditorandconsultant > 2021-05-11 22:04 | Report Abuse

Please go to the above link for the replay....

Good news and meaningful sharing by Mr. Alvin Ang

I strongly believe that Thong Guan will be able to become a multibagger very very soon.

Within 2-5 years...

Question about Myanmar plant has been addressed also during the webinar.

Courier Bag will generate huge return to the Company

Food Wrap from ZERO to 12 Lines.....

Very Very Confident that 2 Billion profit will be up very soon

Share price will be doubled very soon also

Posted by collie > 2021-05-11 23:54 | Report Abuse

thank you for the update. interesting to see mr ang rant about plastic management haha

Posted by TheGardener > 2021-05-12 00:16 |

Post removed.Why?

Posted by TheGardener > 2021-05-12 00:19 |

Post removed.Why?

Posted by Pinky > 2021-05-12 11:49 | Report Abuse

Pekebun Ganja muncul, TGUAN naik balik pulak.

Peliknya...

Posted by Sarah87 > 2021-05-12 13:02 | Report Abuse

Great Tguan~~~~~~~~~

Posted by auditorandconsultant > 2021-05-12 13:19 | Report Abuse

@Pinky @Sarah87 @collie @Lanmum @xuxu @sharegain @yoyo @Kai Shien ks @LossAversion

Please ignore the PEKEBUN if his words are negative. Just treat his joke as an entertainment. PEKEBUN said he wanna release his stakes but why Thong Guan share price is so so stable. HAHAHHAHA

Hopefully all of you are still holding your Thong Guan shares tightly. Please refer to the youtube link above for full details

FYI, Even though RESIN price increased which increases the cost of production, Mr. Alvin Ang in the webinar yesterday had already clarified and informed us that Thong Guan is able to pass on the cost to its end customer. So no problem.

According to Alvin, the 16 acres plant in Sungai Petani is fully completed by end of this year. Currently, partial portion of the plant has already been put in operation to product Stretch Films (1 extra line). Soon there will be Blown Film line being added.

By this July, there will be extra lines put in use and December 100% of the plant 16 acres will be put in use. Definitely, Q1, Q2, Q3 and Q4 results of year 2021 will be very astounding!

Lastly, Alvin mentioned that the revenue will be doubled soon to RM2 billion and THong Guan share price will be doubled also very very soon !!!!

My question about the Spin Off of F&B Business from the Group to separately list the F&B had been addressed as well. Thong Guan has plan to list its F&B by acquiring other F&B also. At this juncture, Thong Guan is eligible to list its F&B to Ace Market as the profit and revenue are around the required threshold. Arbitrage Opportunity! Thong Guan's management is capable. What to worry right?

If Thong Guan declared Interim dividend again for Jan-Mar 2021 QR result, Thong Guan share should be skyrocketing like what happened in Tongher. HUAT CHAI LIAO

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by Pinky > 2021-05-12 13:25 | Report Abuse

@auditor

you are the best! thanks for the debrief/summary of that webcast

Posted by auditorandconsultant > 2021-05-12 13:38 | Report Abuse

@Pinky,

Where is PEKEBUN now? Don't praise me later he is jealous and said the same words: "Do Not Con Novice" Hahahahaha Or Later PEKEBUN will claim and threaten by saying that he wanted to SELL all his stakes...... HAHHAHAHA


Please play the video for full info yeah.

Importantly, everyone is making money. This is my goal and the purpose I am here.

My next counter, I will disclose on 4 June 2021.

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by Kai Shien Ks > 2021-05-12 15:59 | Report Abuse

wow tongherr also ur favourite? hahaha I have long history with tongherr btw (non-related to investment) but I am also one of the ex-shareholder

Posted by auditorandconsultant > 2021-05-12 17:22 | Report Abuse

Thong Guan, Tongher, Asiafile, Zhulian - KPMG is the auditors.

I had witnessed their growth and development many many years back when I was with KPMG many many years ago (> 10 years).

Too bad now Asiafile had changed to BDO

These four (4) are hidden gems.

I also know the reporting accountant from Big 4 who helped the listing of the four companies above very very well.

Posted by FlyingElephant > 2021-05-12 20:06 | Report Abuse

your post always talks bout thong guan...many years ago, their share price never moved, only moved in the last couple of years..so when did u start your career in KPMG?

Posted by Lanmum > 2021-05-13 11:59 | Report Abuse

Hi guys, how is everyone. I watch later.

Posted by Lanmum > 2021-05-14 13:50 | Report Abuse

Watched, highly interesting and impressive plans TG is rolling. Beside all these, what I also like is the capability and integrity of the management. ... Now I'm on second thought, whether to hold for long term ... ie 3 - 5 years ??

Posted by LossAversion > 2021-05-14 14:15 | Report Abuse

@auditorandconsultant. TQVM for the info. Will hold tight to baby Tguan to see its growth, Meanwhile, also looking at "adopting" other potential babies in consumer sector, ie CCK, Khind or Fiamma

Posted by auditorandconsultant > 2021-05-15 01:48 | Report Abuse

@FlyingElephant

Value is the main thing I am focusing most of the time. Even thought the price does not move very much, I witnessed the growth in term of revenue and PAT

Remember,

Price is what you pay. Value is what you get.

The reason on why price fluctuated very much in the last couple of years because the Group has gradually transitioned from VOLUME to VALUE.

I joined KPMG many years ago before I moved to other Big 4 in overseas and moved to work closely with certain Fund Managers from Cayman Islands who managed Cayman Islands Fund

Value is what I always look at

Posted by auditorandconsultant > 2021-05-15 01:54 | Report Abuse

@Lanmum @LossAversion,

You are absolutely right. With the good plan in Thong Guan, and with Alvin's statement on the 16 acres plant to be completed by end of year 2021 (currently 1/3 in operation, by July 2021 another 1/3 will be put in operation, by end of year 2021 the last 1/3) plus Alvin's clarification of Myanmar's plant to continue its development, I do not and could not find any reasons on why Thong Guan revenue in all upcoming Quarters could not increase significantly!

Focus on the estimated Revenue which will be generated from the 16 acres plant in SP....

Another Billion of Sales is highly possible.

The share price should be able to DOUBLE soon if the revenue can DOUBLE!

What to worry?

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by auditorandconsultant > 2021-05-15 02:00 | Report Abuse

I might think of keeping Thong Guan for Mid Term or Long Term.

Another counter has been identified which I believe the counter should give me a higher return on investment of 15-25% within 2-3 months ONLY.

Another 5-Star Diamond which is a hidden gem and most people might not like it or always give negative comments which I should be grateful of their negative feedbacks so that the price of my next counter is plummeting. I could collect on dip.

Again, ALL IN from my available fund which I manage to source within the past few weeks!

I will only share my idea on the next counter only on 4 June 2021 due to certain reasons.

Next counter is a slow and steady counter!

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by Pinky > 2021-05-15 10:15 | Report Abuse

Auditor looking at my baby MMC? XD

Posted by Lanmum > 2021-05-15 11:10 | Report Abuse

@ auditorandconsultant, let see these few weeks, if majority people can see its value, we shall see rerating on this counter ..

Posted by Lanmum > 2021-05-15 11:44 | Report Abuse

When there is confirmation, it shall reflect on its price.

Posted by rabbitseductive > 2021-05-16 22:05 | Report Abuse

good sharing auditor..been holding tguan for months...will hold until it breaks rm 3 (hopefully :) )

Posted by auditorandconsultant > 2021-05-17 05:22 | Report Abuse

Morning all.

Last Wednesday, trade was only 1st half due to Eve of Hari Raya Puasa. As a result of clear understanding and update given by Mr. Alvin Ang on last Tuesday, hopefully, we could witness the positive impact from the increase in share price today!!!

Let's be more positive and confident in Thong Guan after you have watched the LiveChat Webinar above.

I have confident that when near to AGM and when the Quarter result is out, the price will skyrocket! But, I do not encourage investors to chase higher price!

Good and positive news must be repeated to ensure all shareholders are well informed!

With the good plan in Thong Guan, and with Alvin's statement on the 16 acres plant to be completed by end of year 2021 (currently 1/3 in operation, by July 2021 another 1/3 will be put in operation, by end of year 2021 the last 1/3) plus Alvin's clarification of Myanmar's plant to continue its development, I do not and could not find any reasons on why Thong Guan revenue in all upcoming Quarters could not increase significantly!

Focus on the estimated Revenue which will be generated from the 16 acres plant in SP....

Another Billion of Sales is highly possible.

The share price should be able to DOUBLE soon if the revenue can DOUBLE!

Disclaimer: Buy or Hold or Sell at your own discretion. This is not an advice but just a sharing of my idea.

Posted by Rwkl > 2021-05-17 10:03 | Report Abuse

In the webinar, he ipped customers are not too happy with the Scientex Daibochi tie up and thus benefit Tiguan
Why so?

Posted by marky2kalpha > 2021-05-18 09:10 | Report Abuse

Go go Tguan !!! ...i believe with Tguan efforts , the price will be double in coming months at least 5-6 ringgit. ...

Posted by marky2kalpha > 2021-05-18 09:11 | Report Abuse

For long term investment - 3 to 5 months.

marky2kalpha Go go Tguan !!! ...i believe with Tguan efforts , the price will be double in coming months at least 5-6 ringgit. ...

Posted by LossAversion > 2021-05-18 09:15 | Report Abuse

@marky2kalpha - Dont go overboard with your remarks.
You will destroy the credibility and growth of this precious stock!!!
Save your "pump and dump" attitude elsewhere!!

Posted by Bizfuneng > 2021-05-18 09:34 | Report Abuse

Crazy price double in coming months.

Posted by marky2kalpha > 2021-05-18 09:36 | Report Abuse

Wow...got some people hate tguan so much.....so dangerrous ....woooo so scareddd...

LossAversion @marky2kalpha - Dont go overboard with your remarks.
You will destroy the credibility and growth of this precious stock!!!
Save your "pump and dump" attitude elsewhere!!

Posted by chkhooju > 2021-05-18 09:53 | Report Abuse

Because they lost money in this counter mah.

Posted by LossAversion > 2021-05-18 10:33 | Report Abuse

@chkhooju - On the contrary, gaining so much from this stock. So, villains should go away just like the evil covid!!!

Posted by collie > 2021-05-18 11:13 | Report Abuse

QR most likely will be out tonight

Posted by Kai Shien Ks > 2021-05-18 12:16 | Report Abuse

why pekebun post being removed? By admin or himself? I miss him much, looks like he will pick time to comment only haiz. Nvm I will wait

Posted by CHONG Kong Hui > 2021-05-18 12:32 | Report Abuse

Not quite possible to hit RM5-RM6 in near future.

next 12 months can reach RM3.50 already very good

Posted by marky2kalpha > 2021-05-18 13:38 | Report Abuse

Correct !!

CHONG Kong Hui Not quite possible to hit RM5-RM6 in near future.

next 12 months can reach RM3.50 already very good
18/05/2021 12:32 PM

Posted by auditorandconsultant > 2021-05-18 14:36 | Report Abuse

To me, I am quite prudent that

1) Short term - 1-3 months
2) Mid term - more than 3 months but less than 1 year
3) Long term - more than 1 year

I believe the price of Thong Guan might only go up to RM3.50 within the next 1-3 months if and only if:-

1) Q1 and Q2 results are impressive and
2) What had been clarified by Alvin about the utilisation of 1/3 of 16 acres plant already in operation and second 1/3 of the plant being utilised in July 2021, have indeed really generated significant revenue
3) Positive sentiments

For Long Term Investors, I believe the price could easily go up to RM4.00 - 5.00 if the expanded plant is fully utilised to generate economic inflows.

Nevertheless, I believe Quarter result that will be release soon within this month shall be the catalyst in pushing up the share price. On a prudent basis RM3.00 plus minus should be highly possible.

In term of SWOT, PESTEL and other financial measures, I could not see any negative impacts on Thong Guan.

I still believe that Thong Guan is able to generate desired returns very soon.