Posted by Icon8888 > 2015-03-09 21:50 | Report Abuse

http://klse.i3investor.com/blogs/icon8888/72307.jsp

my latest addition to portfolio

Posted by i3i2i1 > 2015-03-10 09:28 | Report Abuse

so, wait to add?

Posted by pisanggoreng > 2015-03-10 09:55 | Report Abuse

do not take it as an opportunity to buy, it is sheer mismanagement, see it yourself the director himself also selling at good price

Posted by moneycome1 > 2015-03-11 00:45 | Report Abuse

Even if excluding the 9 mil loss, its revenue for 4th Qtr also not impressive. Lowest compare to other 3 Qtr in 2014.

Posted by Jeff Lim > 2015-03-14 22:41 | Report Abuse

Need to see next Q result ..

Posted by cipapo > 2015-03-21 11:22 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2015/03/21/RM4-to-the-dollar-seen/?style=biz

Posted by novice8 > 2015-04-02 19:15 | Report Abuse

hi icon! how are you??! i also got tguan bought a while ago in my portfolio.. glad to know you got a lot! hehe! what do you mean by loaded up three lorries? how many lots per lorry actually? sorry for my ignorance as i am a very small time investor.

Posted by samer > 2015-04-02 21:09 | Report Abuse

Icon8888, I entered at RM 2.35 and have been holding since. What's the TP ? When will it start moving up?

Posted by samer > 2015-04-02 21:25 | Report Abuse

thanks, Icon8888

Posted by cbtinvest > 2015-04-09 16:22 | Report Abuse

Selling pressure still strong.. almost reach my cut lose point.. any sifu can gv advice

Posted by samer > 2015-04-09 21:01 | Report Abuse

Icon888, when will this stock goes up ?

Posted by cbtinvest > 2015-04-13 15:48 | Report Abuse

Will this counter benefit fr strong usd?

Posted by chonghai > 2015-04-13 16:01 | Report Abuse

Icon8888, the loss in the previous quarter has made TGUAN very hard to evaluate. Even though TGUAN is in expansion mode, it is in net debt position of almost 100 million assuming that I ignore the plant and equipment.

I strongly believe Johortin is a better choice.

Posted by jberon > 2015-04-13 22:19 | Report Abuse

I m hoping this counter will go up to 3.20 . Same believe with icon888

Posted by joe2703 > 2015-04-13 23:11 | Report Abuse

I bought some Tguan last week and added some today and the reasons why i bought Tguan are 1. Lower material cost - a chance to improve profit margin 2. Strong USD - profit will improve due to weaker ringgit 3. Expansion started since 2014 - I believe business will grow this year due to the expansion started last year. The plunged of TGUAN share price due to the loss in current quarter also provided investors to buy TGUAN at a bargain price. This is just my view. Don't know right or not la... by the way, thanks Icon8888 for his analysis! I bought TGUAN after reading his analysis sent by my value investing teacher kcchong. :) Hope we all make money together!

Posted by jberon > 2015-04-13 23:18 | Report Abuse

My valuation by fundamental only.. this counter still have big discount. Dont know lah either correct or wrong. Buy already at 2.00

Posted by ykloh > 2015-04-13 23:51 | Report Abuse

joe2703 : any benefit of lower material is cancelled out by the weak ringgit vs usd.

Posted by joe2703 > 2015-04-13 23:58 | Report Abuse

Their raw material is purchased with USD ? There are no local manufacturers ? Also, I thought the plunged of plastic material price is more than the % of weak ringgit vs usd ? Can some one give advice ? I really want to know

Posted by ykloh > 2015-04-13 23:58 | Report Abuse

joe2703: any benefit of lower material cost is cancelled out by the weak ringgit vs usd.

Posted by jberon > 2015-04-14 08:00 | Report Abuse

Good info icon888. Thank you.

Posted by joe2703 > 2015-04-14 11:52 | Report Abuse

thank you Icon8888 for the explanation! now i got it !

Posted by aunloke > 2015-04-14 12:28 | Report Abuse

Tguan in every aspect is good except its EPS from FY 2016 onward will be diluted.

Posted by joe2703 > 2015-04-14 16:30 | Report Abuse

If the earning is improved, I think the diluted EPS will also improve in the next few quarters. Isn't it ?

Posted by aunloke > 2015-04-14 21:35 | Report Abuse

Yes earning can be improved, let's give it 20% growth each year and try to estimate its eps for FY 2016.

Posted by jberon > 2015-04-14 22:19 | Report Abuse

Icon.. hahah.. lets bet.. ending 2015.. who give the closer value. Looser belanja teh tarik mapley ma..

Posted by jberon > 2015-04-14 22:42 | Report Abuse

3.00

Posted by joe2703 > 2015-04-15 00:30 | Report Abuse

yeah...let's bet! Loser belanja tek tarik and roti canai... price closed at 31/Dec/2015! My target price is 2.85.... hehehe

Posted by Unbeatable Nick > 2015-04-15 09:53 | Report Abuse

WA up so much...mother hardly move?

Posted by Unbeatable Nick > 2015-04-15 09:58 | Report Abuse

insider Asia"s stock of the day

Posted by i3i2i1 > 2015-04-15 10:36 | Report Abuse

starts covered in the edge too, seems going up already

Posted by Unbeatable Nick > 2015-04-15 12:42 | Report Abuse

hopefully can go up to 2.10 today

Posted by jeannie > 2015-04-16 11:06 | Report Abuse

going to 2.10, the highest before 3.10....been a while I din check this counter..why drop to 2 plus..can anyone advice...thks

Posted by BFMTechnology > 2015-04-16 17:15 | Report Abuse

Ya, why dropped so much? Simply because of last Q lost??

Posted by i ooi > 2015-04-16 21:34 | Report Abuse

probably q4 2014 loss

Posted by aunloke > 2015-04-16 22:21 | Report Abuse

After ex-all last year the adjusted price was about 2.30 so the drop is about .20 only.

Posted by Rugest1132 > 2015-04-17 09:15 | Report Abuse

sure can 2.58 today

Posted by joe2703 > 2015-04-17 13:31 | Report Abuse

if can reach 2.18 i'm very happy liao... slow and steady!

Posted by i3i2i1 > 2015-04-20 02:33 | Report Abuse

should not go below 2.04, then it should shotup to 2.14

Posted by i3i2i1 > 2015-04-21 06:50 | Report Abuse

looks like downtrend back but doji spotted

Posted by samer > 2015-04-24 20:13 | Report Abuse

i3i2i1, what's the tp for next week?

Posted by i3i2i1 > 2015-04-27 09:15 | Report Abuse

market too high now... this counter cant move, i wait to collect 2 or 1.8 range

Posted by jberon > 2015-04-27 11:40 | Report Abuse

hopefully can pass 2.10 this week :P

Posted by Konoyaro > 2015-04-28 10:50 | Report Abuse

moving up~~~~~~

Posted by i3i2i1 > 2015-05-08 10:37 | Report Abuse

got me, from chart, like sidelines, still

Posted by cbtinvest > 2015-05-14 22:28 | Report Abuse

Everyday drop zz. When is the next report?

Posted by xcu843 > 2015-05-17 23:46 | Report Abuse

Look no good on the report.

Posted by cbtinvest > 2015-05-25 12:04 | Report Abuse

Icon 8888 sifu any comment for this counter at recebt price

Posted by Icon8888 > 2015-05-26 15:22 | Report Abuse

I am very curious what the hell is happening to this stock ? : )

Since 3 months ago, the selling has persisted until now. Is the coming quarter results going to be disastrous ?

I am really keen to see their results over next few days

Posted by Icon8888 > 2015-05-26 15:26 | Report Abuse

Having said so, I am still very comfortable with them - low gearing, beneficiary of weak RM, proven track record, etc....

Posted by cbtinvest > 2015-05-27 12:21 | Report Abuse

So do u lower down?