Posted by apple168 > 2020-02-28 16:24 | Report Abuse

最后机会套利，别卖在最低点

Posted by chesslim > 2020-02-28 17:35 | Report Abuse

记住，当别人恐惧时你要贪婪。

Posted by chonghai > 2020-02-29 22:25 | Report Abuse

@VSLSB Actually trade war is positive to Magni. China is a big market for NIKE but sales growth of NIKE in China is Robust. On the other hand, some garment orders are moving out of China, so positive to Magni.
COVID-19 however, caused a large quantity of China city on lockdown and income of people affected. Sales in China will be slow for at least first half of this year. I will come back to Magni later.

Posted by KPH5328 > 2020-03-04 09:33 | Report Abuse

https://www.businessinsider.sg/wall-street-commentary-on-new-nike-ceo-john-donahoe-ecommerce-2019-10/?r=US&IR=T
Could online sales offset or cushion potential sales drop due to Nike's outlets closure by China & Europe?

Posted by prince4 > 2020-03-06 15:58 | Report Abuse

Covid-19 and politician unstable make economy slown down fundamental company metamorphism ,expect local and foreign funds money would not flow in big cap and mid cap stock because everybody scare buy high losses money . In this few month expect Funds manager money would flow out in bigcap and midcap stocks and will short selling midcap stocks for make money so now no prospects cannot buy and hold .
market stock RM5.00 drop to RM 2.00 ,followed RM2.00 drop RM1.00,followed RM1.00 drop to 50 cent,followed 50 cent drop to 20cent ,followed 20 cent drop to 10cent ,followed 10cent drop to bottom.
This is a opportunity markets money no longer will flows in cheaper stocks sharks will goreng lows price stock at bottom..

Posted by Begineer > 2020-03-09 18:24 | Report Abuse

Can consider to keep this stock for long term

Posted by Jengacam2 > 2020-03-09 18:26 | Report Abuse

TP RM1.5

Posted by CCCL > 2020-03-09 19:19 | Report Abuse

Dividen 2.8 cents.

Posted by enigmatic ¯\_(ツ)_/¯ > 2020-03-10 23:41 | Report Abuse

https://www.isaham.my/screener/value-investing
https://www.isaham.my/screener/magic-formula-investing

Posted by James Ng > 2020-03-11 09:46 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-03-11-story-h1484804290.jsp
[转贴] [MAGNI-TECH INDUSTRIES BHD：收到更高的销售订单] - James的股票投资James Share Investing

Posted by chesslim > 2020-03-13 11:56 | Report Abuse

今天卖美女股的股东，日后必定后悔。

Posted by shahukhan > 2020-03-13 12:58 | Report Abuse

Thanks to apple168 for the kind advice on 28/2/20 4:24pm.

Posted by yorkyork > 2020-03-13 14:08 | Report Abuse

chesslim shulin ma?

Posted by Jengacam > 2020-03-15 22:00 | Report Abuse

https://www.nst.com.my/world/world/2020/03/574881/nike-close-stores-over-covid-19-fears
GG

Posted by Begineer > 2020-03-17 23:23 | Report Abuse

I think this is a good business for long term.

Posted by apple168 > 2020-03-18 17:13 | Report Abuse

Covid 19, all NBA basketball matches suspended... no one buy Nike clothes... inventory piles up and facing wear and tear issue... workers quarantine at home, no one working in factory, production on hold, no profit...

Posted by tah16600 > 2020-03-19 10:32 | Report Abuse

Cheap sale

Posted by tah16600 > 2020-03-19 10:54 | Report Abuse

Can start buying folks

Posted by tah16600 > 2020-03-19 11:05 | Report Abuse

Cash rich ,strong buy now

Posted by lcng123 > 2020-03-19 12:51 | Report Abuse

ASCM urges for the immediate suspension of FBM KLCI

Posted by tah16600 > 2020-03-19 15:41 | Report Abuse

Those got bullets shd take this golden opportunity to buy cheap quality stock. Two wks ago selling ard Rm 2.50 now below Rm 1.30 .Fire sales. Closed eyes buy, u won't be wrong

Posted by tah16600 > 2020-03-19 15:48 | Report Abuse

Hard to buy lowest so stagger buying now

Posted by Joey23 > 2020-03-19 20:22 | Report Abuse

boss started buying slowly.....

Posted by apple168 > 2020-03-20 00:15 |

Post removed.Why?

Posted by chesslim > 2020-03-20 19:54 | Report Abuse

记住，当别人恐惧时你要贪婪。
20/03/2020 7:48 PM

Posted by apple168 > 2020-03-22 11:19 | Report Abuse

Most nike shops closed down due to covid 19. All basketball matches cancelled. No one buying Nike cloth!

Posted by apple168 > 2020-03-22 11:22 | Report Abuse

You buy at 1.3, magni drop to 0.5, then up to 1.0, you paper loss 30%.

We buy at 0.5, magni jump to 1.0, earning 100%.

Smart investors will know this is not right time and right price to buy!

Posted by Jengacam2 > 2020-03-22 16:31 | Report Abuse

u betul 0.50

Posted by Jengacam2 > 2020-03-23 12:31 | Report Abuse

All NIKE tutup...production stop, exports stop. RM0.50 TP SELL

Posted by Tan Kim Tiam > 2020-03-24 09:34 | Report Abuse

https://www.bbc.com/sport/athletics/52002474
"Tokyo 2020: Olympics to be postponed until 2021, says IOC member"

Posted by geary > 2020-03-24 19:21 | Report Abuse

Limit Up...DJ...Bought...!!!
https://www.cnbc.com/2020/03/23/dow-futures-up-more-than-200-points-as-senate-debates-over-virus-bill.html

Posted by mamatede > 2020-03-25 09:54 | Report Abuse

Covid + posponed Olympic. Good luck in 2020 for this counter.

Posted by mamatede > 2020-03-25 09:55 | Report Abuse

Buy high stuck high, haha mgbu

Posted by geary > 2020-03-25 12:24 | Report Abuse

Sold...>@11%... Capital gain...!!!

Posted by KPH5328 > 2020-03-26 08:29 | Report Abuse

https://finance.yahoo.com/news/nike-leaps-11-results-suggest-140018572.html
Magni should be doing good in next quarter if there is no concern on raw material

Posted by MonkeyFoo > 2020-03-27 11:02 | Report Abuse

单一靠NIKE，死定

Posted by god2077 > 2020-03-27 12:26 | Report Abuse

another easy 10%

Posted by apple168 > 2020-03-28 14:31 | Report Abuse

Gg

Posted by valuendiscipline > 2020-04-04 10:42 | Report Abuse

Analysis of Magni using earnings power value method by Prof Greenald. May be worth RM2.

Slides below:
https://drive.google.com/drive/u/2/folders/1bTSy6irN2hplj1KU4oZpSR08ODzktieM

Posted by Jengacam2 > 2020-04-05 11:21 | Report Abuse

Magni exports to
USA 27%
European 24%
China 19%
Malaysia 10%
Other Asian 10%
South America 3%
North America 3%
Australia 1%
Africa 1%
Other 2%

Affected 80% will drop revenue..

Think about it

Posted by Papayashot > 2020-04-06 10:39 | Report Abuse

Jengacam2, if not due to coronavirus, do you think MAGNI can drop up to this level? Think about it.

Posted by lcng123 > 2020-04-06 14:54 | Report Abuse

with the current price, all the negative impacts have been counted in.

Posted by apple168 > 2020-04-08 19:33 | Report Abuse

Icng Failed maths!

Posted by apple168 > 2020-04-08 21:26 | Report Abuse

MAGNI initially a beneficiary from two important sports events in 2020 (2020 Olympic Games and European Cup). However, due to the outbreak of covid19 pandemic, these two major events have been delayed, and the demand for clothing is inevitably decreasing. Apart from that, Nike sales are expected to go down as unable to open stores due to the covid19 outbreak! It’s turnover will certainly be affected and will definitely affect MAGNI, because Nike will reduce clothing orders!

Posted by Jengacam2 > 2020-04-08 21:31 | Report Abuse

RM1.2 TP

Posted by Papayashot > 2020-04-09 16:26 | Report Abuse

Based on the latest research report by Public bank for MAGNI, I am not too sure how they come out with target price RM2.50, based on 8x CY20F earnings.. If I interpret correctly, their estimated CY20F earning is RM0.3125 per share.. Walao, it is way higher than CY19 le.. mana mungkin :-)

Posted by Hidup_PN > 2020-04-10 12:07 | Report Abuse

1.78 cheap? How to shop if MCO extend?

Posted by Jengacam2 > 2020-04-10 12:08 | Report Abuse

confirmed extend. TP RM1

Posted by scholez18 > 2020-04-15 16:04 | Report Abuse

I come up with similar valuation using my DCF model with conservative 10% growth, and 15% discount rate. This kind of valuation is for long term beyond 3-5 years. If you're a trader, this doesn't mean anything for you.

Posted by VSLSB > 2020-04-17 17:20 | Report Abuse

@scholez - 15% discount rate?? That's pretty optimistic right? Some companies only do 6-8%. What is your justification?