Posted by red_85 > 2015-12-09 20:50 | Report Abuse

wow,.....

Posted by Icon8888 > 2015-12-09 20:58 | Report Abuse

Guys, I don't mean to promote, but I think Thong Guan prospect is super super good

Unlike furniture companies that only rely on weak Ringgit, Thong Guan is pumped with steroid in terms of technological competitiveness (through their RM100 mil capex)

Without the weak Ringgit, the capex will already put them miles ahead of competitors. The weak Ringgit is like pouring kerosine on fire, turning them from Mr Malaysia body builder into Incredible Hulk

RM3.50 is within reach. With a bit of luck, facilitated by high dividend payout (if they do that), RM4.00 by end 2016 is not impossible

Icon8888 seldom bluff

Posted by sharktank > 2015-12-09 21:30 | Report Abuse

story telling.

Posted by Icon8888 > 2015-12-09 21:54 | Report Abuse

Yes, it is a nice story, I bought the warrants at 83 sen

Not one lot, three lorries

Posted by Icon8888 > 2015-12-10 09:07 | Report Abuse

no more resistance

hot knife slicing through butter

all the way to 3.50

nice story huh sharktank ?

Posted by chankp7010 > 2015-12-10 09:13 | Report Abuse

For Icon8888, you are indeed a very smart and intelligent investor making good profits by selecting undervalued shares quoted in Bursa.. I have observed your investment strategy and your courage to go against the odds. Kindly let us know your portfolio and especially those not yet climb in prices. Thank You

Posted by Icon8888 > 2015-12-10 09:24 | Report Abuse

thanks for your kind words

to find out what stocks I am holding, you can just browse my comments

whatever threads that I chit chat chit chat are usually stocks I invested in

Posted by oneteamwalk > 2015-12-10 09:25 | Report Abuse

tp rm 4

Posted by chankp7010 > 2015-12-10 09:38 | Report Abuse

For Icon8888, you are really humble. Just give us a bit of tip for our enjoyment. Ha Ha. Furthermore, you told us in your blog that you enjoy seeing your research and selection spotted and boost up in prices. One such example is TGuan. By the way, 3 lorries of warrants can mean million of shares! Right?

Posted by chankp7010 > 2015-12-10 09:56 | Report Abuse

Dear Icon8888, I just hope you can look at 'Dolomite' to see if this is a turnaround company from its Shandong, China power plant commencing production in July 2015. Thank you.

Posted by traderman > 2015-12-12 12:29 | Report Abuse

will back 2.5 after dow down 300.

Posted by keyin > 2015-12-12 19:28 | Report Abuse

Usd up, tguan down?

Posted by xcu843 > 2015-12-13 09:39 | Report Abuse

Tguan will up again.

Posted by keyin > 2015-12-13 11:05 | Report Abuse

I also think so. Tguan tp should be 4

Posted by RosmahMansur > 2015-12-18 10:08 | Report Abuse

2.82 now

Posted by Jeff Lee > 2015-12-18 10:21 | Report Abuse

you look at scientex profit.. you should see tguan profit coming result

Posted by Jeff Lee > 2015-12-18 10:21 | Report Abuse

both got plastic sector

Posted by keyin > 2015-12-19 15:53 | Report Abuse

Boooom soon

Posted by member41 > 2015-12-22 21:01 | Report Abuse

Can it break 3 tmrw

Posted by Icon8888 > 2015-12-22 21:36 | Report Abuse

Of course

The question should be "can it break 3.50" by March 2016 ?

Posted by RosmahMansur > 2015-12-22 23:03 | Report Abuse

good TGuan...KYY grandson buying into it....watch its actions tomorrow

Posted by zefftan > 2015-12-23 01:05 | Report Abuse

christmas present :-)

Posted by JL1234 > 2015-12-23 04:57 | Report Abuse

At closing, TGUAN-LA is at 26 cents discount compare to mother share. Eventually the stock price will get nearer to the mother share. By Oct 2016 LA can be converted one to one to mother share. No conversion fees unlike warrants.

Posted by chankp7010 > 2015-12-23 06:54 | Report Abuse

For JL1234, my understanding is that LA conversion is 1 to 1 but must be accompanied with RM1/- for each LA conversion. Otherwise, LA price will be very close to mother share.

Posted by JL1234 > 2015-12-23 07:23 | Report Abuse

Hi chankp7010, initially I thought so. Then I saw earlier postings in this group. So I verified with both my remisiers from RHB and MPLUS. Both said no fees involved. One even check with the share registrar to confirm my earlier doubt. This is one way to enter TGuan at below market value. Back in Sept, the discount is about 10 cents, and now there is a big spread after the mother share have had a big run up.

Posted by xcu843 > 2015-12-23 09:31 | Report Abuse

Why cannot pass RM3?

Posted by Jeff Lee > 2015-12-23 10:06 | Report Abuse

have faith in tguan!

Posted by Icon8888 > 2015-12-23 15:23 | Report Abuse

Push it up lah... Few more sen then can breach RM3.00... Make us song a bit...

Posted by soros228 > 2015-12-23 15:38 | Report Abuse

Sifu Icon, I'm confident it can break.
I'm buying your other counters in your blog, century bond.

Posted by xcu843 > 2015-12-23 23:16 | Report Abuse

I see 2016 only can break rm3

Posted by DreamCommander > 2015-12-23 23:18 | Report Abuse

lumbering ship

Posted by WanMei Chin > 2015-12-27 01:55 | Report Abuse

http://klse.i3investor.com/blogs/koonyewyinblog/88685.jsp

Posted by member41 > 2015-12-28 09:07 | Report Abuse

3.03 congrats guys

Posted by chankp7010 > 2015-12-28 09:08 | Report Abuse

This morning Tguan has breached RM3.03 and soon it will achieve RM3.30 by 31st March, 2016

Posted by member41 > 2015-12-28 09:10 | Report Abuse

3.07

Posted by sangharimau > 2015-12-28 10:34 | Report Abuse

Problem of this stock : no big sellers, cannot accumulate

Posted by sangharimau > 2015-12-28 11:51 | Report Abuse

Vroooooom

Posted by chankp7010 > 2015-12-28 11:51 | Report Abuse

Now RM3.18. Icon8888 is having 3 lorries of Tguan -warrants, now is laughing all the way to the bank. HaHa

Posted by chankp7010 > 2015-12-28 11:53 | Report Abuse

Sorry! see wrongly. Now it is only RM3.11 up 18 cents for mother share

Posted by i4investor > 2015-12-28 12:11 | Report Abuse

look nice, but too high for me

Posted by sangharimau > 2015-12-28 15:42 | Report Abuse

Hehehe

Posted by member41 > 2015-12-28 16:07 | Report Abuse

What's tp? 350?

Posted by Bigboss001 > 2015-12-29 01:50 | Report Abuse

Will Be Continue Up~

Posted by nottycat > 2015-12-30 15:13 | Report Abuse

I am not surprised at all regarding their recent price surge. Another counter with strong fundamental, per their latest qr.
Notwithstanding the drop in their turnover, their key financials have surpassed expectations.
Gross margin went up more than 2x to 17.33%.
Profit before tax margin went up to 6.99% from 2.29%.
Cash and bank balances remained healthy at RM85mil.
Total bank borrowings went down by more than 30%.
Company remained lowly geared at 0.17x.
Low interest expenses, with extremely healthy interest and debt servicing coverage.

I hope that Dato’ Ang will keep up the good work so that we continue to huat~

Posted by Icon8888 > 2015-12-30 16:10 | Report Abuse

http://klse.i3investor.com/blogs/icon8888/88890.jsp

Posted by nottycat > 2015-12-30 16:44 | Report Abuse

sifu icon8888 story lai liau~!
huat arrr...

Posted by xcu843 > 2015-12-30 17:00 | Report Abuse

wah so good, bound to unchanged. Tomorrow coming again

Posted by jay_j > 2015-12-30 20:10 | Report Abuse

Good counter. Today Bpplas up 30cents. This counter sure go up soon. Crude oil price drop meaning that cost of plastic lesser + strong usd

Posted by chankp7010 > 2015-12-31 07:04 | Report Abuse

Icon8888 very well written article on the TGuan (Part 6). I indeed appreciated it very much. Your 3 lorries warrants could fetch you 2 bungalows soon if target price is reached at RM3.96. Ha Ha ! Just kidding!

Posted by dfsbipohsch > 2016-01-02 14:59 | Report Abuse

Business NewsHome > Business > Business News - The Star Online
Saturday, 2 January 2016
Fund manager's stock pick

PANKAJ KUMAR

Director & head of corporate strategy

KSK Group Bhd

Stock pick: Thong Guan Industries

GIVEN the pessimistic outlook for many sectors within the market, investors will have no choice but look for companies that are insulated from slowing domestic demand, tough economic conditions and beneficiary of weak domestic currency.

The export sector is a sweet spot and given the run that we had seen in 2015 among glove, furniture and chips sector and selected others in the packaging sector. Narrowing down the search, Thong Guan Industries is a rare gem, despite rising some 63% in 2015, the stock is still deemed to be undervalued as it is trading at P/B of about 0.85x and annualised forward 2015 basic PER of about 10.5x, which is still a bargain.

Thong Guan is also a net cash company, with cash of about 20 sen per share. Growth for the company will basically come from new capacity installation, which is 33-layer nano-technology stretch film line is expected to be ready soon. Thong Guan also raised its production capacity of PVC food wrap to 720 million tonnes with the installation of 2 additional lines this year.

These are key drivers for both topline and bottomline growth. With the new capacity, Thong Guan is rightly placed to benefit to rising demand for plastic films and this could drive earnings by 10%-15% in 2016.

Some 90% of Thong Guan’s revenue comes from plastic films and the current low oil price basically translates to lower selling prices for plastic and hence increase in demand. With a favourable exchange rate, Thong Guan is a winner due to lower input cost as close to 80% of its revenue are derived from exports.

http://www.thestar.com.my/business/business-news/2016/01/02/fund-managers-stock-pick/?style=biz