Posted by maxmax > 2017-07-05 14:46 | Report Abuse

quick buy....directly ...crossover many lots

Posted by SuperPanda > 2017-07-07 13:15 | Report Abuse

hve to sold at 1.20, many good counter like ths also drop. any news?

Posted by zaimi > 2017-07-07 21:38 | Report Abuse

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) just acquired 1,500,000 & 2,400,000 of shares on july 4 & 5 respectively.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5480753

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5480761

Posted by alex3388 > 2017-07-09 14:18 | Report Abuse

If that day K.W.P nt buy-in superln stock, will drop below rm 2.15. Now chart showing downstream if not ppl goreng Up monday sure drop!

Posted by zaimi > 2017-07-11 11:52 | Report Abuse

superln..don't give up..pls fight back..lol

Posted by Sami_Value > 2017-07-11 12:01 | Report Abuse

this counter no doubt is the investment grade but if you are smart enough, you should track the sales & production of the HVAC equipments. The sales of HVAC should lead superlon sales by 3-6 months.

If you notice any changes in the operation activity, you must know what to do.

Posted by WavesRider > 2017-07-11 12:01 | Report Abuse

on board 2.13

Posted by paperplane2016 > 2017-07-12 09:28 | Report Abuse

On Our Radar: SUPERLN
• Re-entering position with a “Trading Buy” call on fair value of RM2.50, based on targeted FY19 PER of 13.0x.
• The recent FY17 results have surpassed expectations, thanks to margin expansion as a result of effective cost savings that led by more efficient production methods.
• Going forward, we expect growth to be driven by the production commencement of its new factory cum warehouse, and operations of its first overseas production plant in Vietnam in 1H19. These new developments are expected to provide the group additional 46% production capacity from the current 7,200 tonnes/year.
• Established a formal dividend policy of 30% payout had provided dividend visibility.

Posted by ignasio > 2017-07-12 12:03 | Report Abuse

so resilient even when market is in the red sea

Posted by paperplane2016 > 2017-07-12 12:08 | Report Abuse

yup! 350% return since I bought it!

Posted by zaimi > 2017-07-12 13:52 | Report Abuse

Will see wether it can break its all time high + 52w high today

Posted by zaimi > 2017-07-12 13:53 | Report Abuse

Paperplane2016, marvellous ROI%

Posted by WavesRider > 2017-07-12 15:51 | Report Abuse

T+1. bought 2.13 sold 2.27. thank you SUPERLN.

Posted by zoomsbooms > 2017-07-12 17:34 | Report Abuse

wow..one person invest with ROI 350% and another one trading with 6.5% profit..
i like that 350% figure..

Posted by alex3388 > 2017-07-12 17:59 | Report Abuse

Re-entering position with a “Trading Buy” call on fair value of RM2.50
http://klse.i3investor.com/servlets/ptres/41398.jsp

Posted by nekosan > 2017-07-12 20:47 | Report Abuse

supergem

Posted by zaimi > 2017-07-12 20:49 | Report Abuse

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) just acquired 963,600 of shares on july 7.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5484597

Posted by optimus9199 > 2017-07-12 21:16 | Report Abuse

BUy as much as possible to break the resistance of RM 2.30

Posted by zaimi > 2017-07-13 10:20 | Report Abuse

Finally it breaking today to make new high

Posted by Teh Kieat Keoi > 2017-07-13 10:39 | Report Abuse

Kenanga target price rm2.5 is for 2019/2020. It is dangerous that we buy future price now. Harry also claims this price is overvalued now.

Posted by Teh Kieat Keoi > 2017-07-13 11:02 | Report Abuse

My friend working in superln, he told me the next quarter may not as good as this quarter (july hasnt finished, so the final result not out yet). It is not rational for us to buy this price now as all peoples put high hope on new warehouse cum factory which operates in 2019 / 2020.

Posted by BULL10BEAR10 > 2017-07-13 12:25 | Report Abuse

good stock.

Posted by BULL10BEAR10 > 2017-07-13 12:25 | Report Abuse

I love superlon

Posted by zaimi > 2017-07-13 12:47 | Report Abuse

Trust your chart not the analyst. The market discounts everything.

Posted by optimus9199 > 2017-07-13 13:53 | Report Abuse

@ Teh KK : Superlon had been posting 8 consecutive quarters of increasing net profits and higher dividend yields. Plus, July quarter has not ended yet, how can your friend so confident to say the coming quarterly results may not be as good?




Teh Kieat Keoi My friend working in superln, he told me the next quarter may not as good as this quarter (july hasnt finished, so the final result not out yet). It is not rational for us to buy this price now as all peoples put high hope on new warehouse cum factory which operates in 2019 / 2020.
13/07/2017 11:02

Posted by petersee > 2017-07-13 14:01 | Report Abuse

will buy

Posted by paperplane2016 > 2017-07-13 14:02 | Report Abuse

2.35 is equal to 4.70 earlier. very high

Posted by zaimi > 2017-07-13 17:55 | Report Abuse

On july 4 & 5 KWAP entry at 2.27 & 2.26 based on high volume tracking. Why KWAP invest in this stock if people assume this stock overvalued?

Posted by alex3388 > 2017-07-14 08:46 | Report Abuse

Superlon may rise higher, says RHB Retail Research
Towards the upside, the immediate resistance level is seen at the RM2.50 level. This is followed by the RM2.70 level
http://www.theedgemarkets.com/article/superlon-may-rise-higher-says-rhb-retail-research

Posted by chrisyap > 2017-07-15 18:00 | Report Abuse

next target 2.5 .. kiki

Posted by nekosan > 2017-07-15 18:37 | Report Abuse

tp 3

Posted by zaimi > 2017-07-15 18:51 | Report Abuse

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) acquired 487,300 shares on 13-Jul-2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5487117

Posted by xuewenapeng > 2017-07-15 19:19 | Report Abuse

let this stock drop

Posted by nekosan > 2017-07-15 20:29 | Report Abuse

ya next will be 1.5

Posted by xuewenapeng > 2017-07-15 20:30 | Report Abuse

this stock really crazy up so many every day

Posted by xuewenapeng > 2017-07-15 20:30 | Report Abuse

let it drop for a while so we can buy

Posted by optimus9199 > 2017-07-15 23:45 | Report Abuse

Good stock how to drop?

Posted by zaimi > 2017-07-16 01:01 | Report Abuse

Guys, where do you think KWAP will exit their position?

Posted by optimus9199 > 2017-07-18 08:16 | Report Abuse

@zaimi : usually these funds will have a profit target of at least 15 - 20%

Posted by zaimi > 2017-07-18 19:44 | Report Abuse

Thanks optimus prime..

Posted by BERKSHIRE > 2017-07-18 20:53 | Report Abuse

For long term investor, current superlon share is definitely fair, but for short/ middle term investor, I think the share price almost fully valued. Due to the bad business environment of Malaysia cooling & heating industry.
Anyway superlon is doing the best for the selling of Insulation pipes. With normal price and good quality, their insulations have the highest market share in Malaysia. But their copper tube considered ok only, its OEM product not produce by the company.

Posted by sense maker > 2017-07-19 09:55 | Report Abuse

The net profits for FYE 2018 may reasonably be estimated to be around RM30m or EPS of 19sen solely due to the new warehouse in Klang. When the factory in Vietnam is completed in FYE 2019, the impact on EPS should be at least 30% upside, bringing annualised EPS post-Vietnam factory to be at 25sen. If the demand for its goods continues to expand, it is reasonable to estimate that Vietnam production should have scalability or may need another factory there if it proves more cost-efficient than those in Malaysia. As unit cost would shrink as production volume expands, we may see the EPS to grow to say 30sen a share in FYE 2020 or 2021. Perhaps the biggest wild card is the possibility of some of its products entering USA. It may seem remote and the process of obtaining licence may continue for many more years but if it happens in coming years, it will be huge. US market for its products should be what the shareholders are eyeing for in the mid- and long-term, amidst the ongoing production expansion.

It is likely the management will declare dividend in the range of 30% to 50% of its EPS to preserve cash for capex till FYE 2019. But once the capex needs taper off after that, if the management increase its dividend payout to 70 to 80%, the PE multiple should increase to at least 15 and still deliver a dividend yield of 5%. With an assumed 30sen EPS in FYE 2020 and 2021, the share price may trade at RM4.50. So, the upside is there but the wait is another 3 to 4 years. Many factors in the interim may still disrupt this scenario like weakening USD against RM, election jittery, global economic weakness. Any price weakness should be a good chance to accumulate for those who have faith in the management, products and industry it operates within. Those who sell to keep cash or for other opportunities should be able to do so happily, thanking the management for their work in the past 3 years in the process.

Happy investing.

Posted by pputeh > 2017-07-19 22:20 | Report Abuse

sense maker, appreciate yr comments and reasoning. Thanks. Bought this stock mid 2016 @ 2.50. Now taking a good hard look again and will slowly enter as and when there is weakness.

Posted by jpng > 2017-07-19 22:57 | Report Abuse

Excellent strategy. Great sharing by Berkshire

Posted by Ivan09 > 2017-07-25 10:20 | Report Abuse

Stay quiet lately?

Posted by i3longterminvest > 2017-07-25 23:40 | Report Abuse

I found a blog post on superlon: http://lucentasset.com/blog/blog/2017/07/04/superln-7235-company-analysis-bursa-malaysia-summary/

Posted by Nizam Kksb > 2017-07-26 15:08 | Report Abuse

strong kntr

Posted by optimus9199 > 2017-07-27 10:46 | Report Abuse

huat ahhhhh 2.40

Posted by zaimi > 2017-07-27 11:00 | Report Abuse

2.43

Posted by Ivan09 > 2017-07-27 11:14 | Report Abuse

Back to track