for discussion purposes assuming today is the RI ex date closing price=rm 0.44 RI(3:1)=rm 0.18 Mother share ex price should be (0.44+0.18)/4=0.155 you can easily value your PA/warrants portfolio worth yesterday compare to today
Company is good as more investor subscribe the share. More money for company. However share price for the moment for need to consolidate further till further progress . Short term players more n more less interested in Tawin. Price more stable as less contra kaki here. Need to play longer term here. No big money here in short term . Should be a sleeping counter. Need to wait five years. All here left longer term investors. All uncle n untie will sit tight tight... Newbie go to Dnex..
Next qr won't show the automotive earnings yet so its likely not to be earth shattering qr. The factory for the cable harness is being set up now and ready only in 1 or 2 months. But orders already full and waiting to be fulfilled. I think can only see the fruit by end of the year earliest.
I think should take 5 years to go! USA plan increase to 20% stakes using green energy and Europe countries using electrical vehicle 2030 . And the boss keep on subscribe share short term ,causing share capital keep enlarging will dilute the profit margin. Short term is in consolidation mode. Retailers keep on dumping when notice everyday the announcement of additional shares listing. Short term just the company is the winner , get more fund from the subscribed share. Warrant premium now is negative is not a good sign for mother share to progress . Retailer will thinking mother share no more room to grow or peaked. If they continue to press down the warrant, I thinking mother share sky is limited for short term.
Some more the upcoming rights issue will see further dilution of equity value so in short term post rights ex date might consolidate a bit more then after that fly to the sky
We do not have to wait 5 years. We may see progress as early as this year, and definitely in Financial Year 2022. Kindly watch the following video below:
Webinar "TAWIN - EV Power the Way!" with Group Managing Director - Dato Sri' Ngu Tieng Ung, JP and the Managing Director of Cyprium Wire Technology Sdn Bhd - Mr. Justin Wong to share their company background, business performance, as well as their transformation plan and future prospect.
Posted by masterkevin212 > Mar 23, 2021 10:19 PM | Report Abuse
Summary 1) TAWIN is on full capacity from the order it has as of today.
2) TAWIN current phase one production can cope with at least 50% of all cars in Malaysia if the order is obtained.
3) phase 2 production line is more than 3 times from current it has and it will commence its operation in June or July this years.
4) Global order is increasing from time to time.
5) Automobile will be the key prospect for group.
6) Tawin is looking at profit RM 40m in 2022 taking into consideration of current book order.
7) TAWIN is only one of a few companies in Malaysia obtaining full certification in the automobile industry for supplying hardness cabling especially EV automobile.
8) Transformation of TAWIN from upstream and now to downstream into industry products.
Lastly, boss said TAWIN is under value, but boss didn't say how soon TAWIN will limit up.
Short term is side way. Retailer no Kantau. Big boss game only . Everyday just concentrate to subscribe more PA. Even warrant is negative territory premium. Retailer read this as mother share is peak and reluctant to follow the trend. Turnover nowaday lesser n lesser. Short term limit up is mission impossible. Long term investor btter need to prepared to hold for five years . Just let boss sendiri main saja.
No need no happy of price move very slow. This is the mkt what we need to confront. Fast or slow is up to big boss.. At least everyone here is positive on long term. Today boss love to push Asiaply
Jan 2020 238,047,820 Feb 2020 257,446,576 Mar 2020 242,461,626 Apr 2020 155,449,104 May 2020 199,526,168 Jun 2020 260,002,766 Jul 2020 132,611,988 Aug 2020 104,854,544 Sep 2020 176,642,974 Oct 2020 212,373,956 Nov 2020 230,607,336 Dec 2020 307,801,517 Jan 2021 385,764,068 Feb 2021 413,767,810
Goody99 : It's called "harness". Tawin has secured contract per their recent announcement to supply special cables for "engine cable harness manufacturers" ie. APTIV USA (the world's largest supplier of engine cable harness). I don't think Tawin shares are going to go limit up. The success of we retail investors investing in Tawin will depend on how it is connected to the rights issue. How will the price move from now towards the ex-date? Difficult to predict. Ex-date not announced yet but I think will be a couple of weeks from now.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
High19
5 posts
Posted by High19 > 2021-04-06 18:08 | Report Abuse
@LCLY, THKS.