Posted by gick891214 > 2020-08-08 17:14 | Report Abuse

@tonypang01 I hope TS must take first mover advantage to control major market share in market. If not, it will lose to competitor.

Posted by NathanScott > 2020-08-08 19:57 | Report Abuse

“Our buyers are mainly medical and mask players and almost all local mask players are our clients now. We are also shifting a bit to the export markets and we do sell to North America and Europe,” says Eng Chun.

https://apps.theedgemarkets.com/article/face-mask-and-ppe-demand-lifts-tek-sengs-fortunes

Posted by NathanScott > 2020-08-08 20:54 | Report Abuse

“Our buyers are mainly medical and mask players and almost all local mask players are our clients now. We are also shifting a bit to the export markets and we do sell to North America and Europe,” says Eng Chun.

https://apps.theedgemarkets.com/article/face-mask-and-ppe-demand-lifts-tek-sengs-fortunes

Posted by mind213 > 2020-08-08 23:06 | Report Abuse

Dicky--i think u hav no brain. if malaysia data is fake. tell me how many patients die perday in malaysia due to covid. how many admitted to ICU. how u want to play stock if u dont hav brain to think properly. plz compare with indon..if u not a frontliners or help in settle this covid things..just play stock dont bother insulted others.


DickyMe Covid-19 Malaysian data is fake. Trying to portray themselves as the best in prevention for childish pride.

Posted by NathanScott > 2020-08-09 10:14 | Report Abuse

https://www.thestar.com.my/news/world/2020/08/09/paris-prefecture-says-face-mask-order-to-be-in-place-for-one-month

Posted by ForceBWithU > 2020-08-09 10:57 | Report Abuse

The recent weather is getting hot and the yearly haze problem will surface again. More face mask usage expected.

Posted by gick891214 > 2020-08-09 12:19 | Report Abuse

https://www.euronews.com/2020/08/08/france-masks-become-mandatory-in-certain-areas-of-paris

Posted by gick891214 > 2020-08-09 12:19 | Report Abuse

wearing mask is become the norm in our life right now... go TS >>>>

Posted by tonypang01 > 2020-08-09 12:24 | Report Abuse

anyone have ideas how much TS export business for PP non W?

Posted by steve3131 > 2020-08-09 12:44 | Report Abuse

TS export to Europe, Latin America, Middle East, but not sure on the export ratio.

Posted by Stockwiser > 2020-08-09 13:03 | Report Abuse

@steve3131, u can refer to the annual report 2019, page 81 to get some hints on the ratio

Posted by ForceBWithU > 2020-08-09 13:19 | Report Abuse

My close friend works for UPA. No worries he says as UPA non-woven material capacity is still small time as they only started this venture in April 2020. In fact my friend himself bought a lot of TS shares from his FD savings uplift as his boss told him face mask usage will persist till 2021 end at least.

Posted by tonypang01 > 2020-08-09 13:39 | Report Abuse

@ForceBWithU, can know how local face mask producer compete with oversea such as china and etc? same apply How TS/UPA non woven compete with China/low cost producer? really need to find out more

Posted by ForceBWithU > 2020-08-09 13:54 | Report Abuse

@tonypang01 I don't think it's a matter of competing against China in terms of cost as we know China is all about lowest cost albeit a question on quality and health safety compliance. What I gather from the current trend of public listed companies going into PPE and medical healthcare wear is at what stage of business are they at? Demand for local face mask is always there as consumers becomes more discerning about quality and safety on what they are wearing.
In the case of TS is that it started the foray ahead of a lot of listed companies and it has the lead in terms of business link-up with local face mask manufacturers. That is a business fact and not half cooked intention into venturing into PPE and Face mask business

Posted by tonypang01 > 2020-08-09 14:42 | Report Abuse

@ForceBWithU, thanks . Any ideas how much they sell PP Non Woven per ton? they r running full capacity 300 tons/month. It will double the capacity when new machine come in Q3

Posted by Genesis4 > 2020-08-09 15:10 | Report Abuse

I hold ts too. If they want to fly need to be like notion where they have proof they do export to overseas. These probably will happen when they make use of rm20m allocated in q3. Notion spend approx 5 to 7m into mask business and you see their price now? If ts did that opinion wise share should worth rm2 above not forgotten ts has other business which is doing well too. With their solar business lost which has being written off and rented out the plant see no reason overhead cost is killing them. Neverth3less trade with your judgment. Money is yours.

Posted by DickyMe > 2020-08-09 15:29 | Report Abuse

"Posted by mind213 > Aug 8, 2020 11:06 PM | Report Abuse

Dicky--i think u hav no brain. if malaysia data is fake. tell me how many patients die perday in malaysia due to covid. how many admitted to ICU. how u want to play stock if u dont hav brain to think properly. plz compare with indon..if u not a frontliners or help in settle this covid things..just play stock dont bother insulted others.
"
====================================

So with a id named "mind213", you think you are smarter?

Admitting to ICU does not mean only due to Covid-19.
There are many diseases attributing for a patient to be admitted in ICU. Lumping everything under Covid-19 is bullshit.

Frontliners are paid monthly salary for their service, they are not doing charity, so no need to put them on pedestal. Anyone can be a frontliner for a salary. Those who cannot take the pressure can leave the job and don't need to demand for recognition.

Posted by tonypang01 > 2020-08-09 16:16 | Report Abuse

Notion already stated Q2 said Q3 (apr-June) result will be negative, and their mask only started on June with RM 7.5M investment with 4 lines 10M mask/month RM1/mask meaning per Q rev RM 10M and 5 lines PP MB 50tons/month RM 215k/ton = RM 32m+/Q. Optimistic as plan meaning Rev Q4(July-Sept) for PPE is RM 62M. Just curious with investment of RM 7.5M can generate 62M revenue???

I was wondering how much TS sell the Non Woven with 300ton /month full capacity
Anyone in this industry?

Posted by steve3131 > 2020-08-09 16:39 | Report Abuse

understand that price is around RM1.xx / mtr

Posted by dolphin8838 > 2020-08-09 17:41 | Report Abuse

We read TS is looking for additional land in Penang to increase its capacity. The moment news are out that they have got it, this counter will move exponentially !
Therefore, before that happens HOLD if you still have it or BUY if you don't.
Don't compare with NOTION ! NOTION Counter is up on the notion that its able to produce and export to US, later. For now they have not. (pls google the meaning of 'notion', if you don't know !)
The mere getting a Certification from FDA doesn't prove a thing in the long run.
TS is here 'To Stay'.

Posted by gick891214 > 2020-08-09 19:33 | Report Abuse

going to hit rm1.5 this week.

Posted by Happy Investing > 2020-08-10 08:57 | Report Abuse

today fund back to tekseng?

Posted by yujue2019 > 2020-08-10 09:16 | Report Abuse

I'm done with hlebroking! Down! Down! Down! Always down....

Posted by Newbieee > 2020-08-10 09:16 | Report Abuse

Useless counter.. hahahah ...

Posted by chickmonk > 2020-08-10 09:20 | Report Abuse

reversal coming...

Posted by chickmonk > 2020-08-10 09:23 | Report Abuse

today reversal...going to hit 1.50 soon

Posted by chickmonk > 2020-08-10 09:26 | Report Abuse

buy buy buy....dragonfly doji formed.

Posted by chickmonk > 2020-08-10 09:27 | Report Abuse

limit up soon

Posted by yujue2019 > 2020-08-10 09:29 | Report Abuse

which online trading platform is the most reliable? almost no down time? pls recommend? much appreciated!

Posted by Happy Investing > 2020-08-10 09:33 | Report Abuse

low volumn, hard to push up today

Posted by Newbieee > 2020-08-10 09:42 | Report Abuse

Stop dreaming 1.5, this useless counter

Posted by mewmew > 2020-08-10 09:46 | Report Abuse

tek seng gogogo

Posted by smallpotatofly > 2020-08-10 09:49 | Report Abuse

https://www.klsescreener.com/v2/news/view/712101

Posted by AnakStocker > 2020-08-10 09:58 | Report Abuse

These include SCGM Bhd, Notion VTEC Bhd, Xidelang Holdings Bhd, Ni Hsin Resources Bhd, Caely Holdings Bhd and Pecca Group Bhd. Some of these companies reckon that their high quality masks and personal protective equipment will differentiate their products from others and hence provide them with higher profit margins.

No Tek Seng in the list...?

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

so many face mask companies now, only will benefit tekseng.

Posted by Happy Investing > 2020-08-10 10:19 | Report Abuse

with the vaccine coming, still need so many mark?

Posted by chickmonk > 2020-08-10 10:21 | Report Abuse

yes, still need mask...

Posted by chickmonk > 2020-08-10 10:22 | Report Abuse

u think vaccine come out..u can get the next day?

Posted by Happy Investing > 2020-08-10 10:36 | Report Abuse

https://klse.i3investor.com/blogs/savemalaysia/2020-08-10-story-h1511619044-Expert_Over_10_million_face_masks_binned_daily.jsp

Posted by Stockwiser > 2020-08-10 11:25 | Report Abuse

Sifus, hold or sell?

Posted by Wawai Samah > 2020-08-10 11:55 | Report Abuse

hold....most mask related stock rebound

Posted by chickmonk > 2020-08-10 11:58 | Report Abuse

“There are plans for government subsidies or incentives to be given for the setting up of production facilities for face masks. And the plan is for the whole supply chain to be securely located within the country itself, ” a source said.

Posted by chickmonk > 2020-08-10 11:59 | Report Abuse

Huat!!

Posted by chickmonk > 2020-08-10 12:01 | Report Abuse

Incentive & local source. TEKSENG will fly soon.

Posted by chickmonk > 2020-08-10 12:03 | Report Abuse

band china face mask...then all face mask related counters will rocket.

Posted by chickmonk > 2020-08-10 12:06 | Report Abuse

lumber stock can take a look. Lumber US future price in historical high. Might me another limit up stocks soon!!

Posted by Wawai Samah > 2020-08-10 12:34 | Report Abuse

just need to break 1.17...pray!!!

Posted by Happy Investing > 2020-08-10 12:37 | Report Abuse

luxchem seems stronger. Hope tekseng follows

Posted by Underhand > 2020-08-10 13:15 | Report Abuse

All in both

Posted by Happy Investing > 2020-08-10 15:12 | Report Abuse

sell or hold?