i have never seen so much negative comments when the company is showing profit, in fact there are many companies going almost bankrupt which do not get this kind of negative publicity.
TS other sector is doing well. :)). This counter obviously not for ppl trying to get quick bucks. Only be victim of merciless operators. Ppl who knows TS biz and solar regulatory requirements will stay calm and wait for fruit harvesting .
EPS2.2 was totally contributed by PVC, since their PVC very stable, current price is so cheap. Once solar turn to profit in the future, EPS will jump up. Low risk high return at current price.
A good hardworking student who always score grade A often praised by teachers and parents. One day, the school announces that the syllabus is gonna change harder. Every students, including their parents are very worried with this changes. The first exam result after changes for syllabus is horrible, many students have failed their exams. The hardworking student scores grade C for the very first time, he determines to work harder. However, his parents, friends, relatives including his neighbour scold and critize him with no hope. They think he is an rotten apple and he is no longer even qualify to be a top class student. Some random strangers had even ask him to quit school. The moral of story is, even a lazy student doesn't deserve this comment. But strangely enough, when a lazy student scores a bad result, no one comment anything.
Tekseng is not doing well if you compare it to his highest quarter records. But he doesn't deserve a recent drop down of 50% in fact, tekseng is doing well compare to its peers (most peers are having lost). There are many senseless comments that critize it should be selling 30sen 40sen, they clearly do not know what is the value of tekseng. If you chase 1.40 when you blindly follow growth clearly you are at high risks. If you do not dare to buy when prices now are cheap because you do not see growth, clearly you miss a good opportunity
@ imnewbie you are right. PVC profit margin is quite stable actually. Once solar business bounce back in the future, return will be high. Look at the future, not just look at present only.
the fact is the investors+operators+retailers wanna keep cash, have stock clearance and leave the market for a while ... doesn't matter it's undervalued or not ....
the qtr report: 5) Solar - The decrease in profit before tax by RM7.5 million to RM36,000 was mainly due to lower sales volume and unrealised forex loss.
The management shall put more explanation on the decreases, if the amount was so much differences as compared Q to Q.
CHEESEBURGER please stop comparing American Solar companies with TS unless you think TS are located in America ? American Solar companies are suffering due to the strong dollar which makes them unable to compete on exports where in contrast TS benefits on the strong US dollar as it is making more profit on any sales in US dollars.
I suspect the boss did some strategic adjustment like OCR and Hiaptek. The purpose is to accumulate some at low price through proxy accounts ,and sell them at good price when Q4 results is announced after cny.
@ BRITISHEMPIRE , i am comparing the solar business as whole. Whether is American or Malaysian both got the same impact as their sale is worldwide. If First Solar is not doing well, what you think about other small player?
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....
Hunter Cho
289 posts
Posted by Hunter Cho > 2016-11-30 11:15 | Report Abuse
i have never seen so much negative comments when the company is showing profit, in fact there are many companies going almost bankrupt which do not get this kind of negative publicity.