Posted by Chen Fook Ming > 2018-01-08 22:01 | Report Abuse

Confirm cannot reach...I am eye to eye with u superpanda

Posted by Chen Fook Ming > 2018-01-08 22:03 | Report Abuse

Even prlexus vientnam on hold...superln also possible to on hold in the halfway...look at ekovest, sapura, petdag and malton...don't waste time d...

Posted by safewinner > 2018-01-09 12:45 | Report Abuse

clear n simple,just Q buy 1.95 or below,don't waste your time here

Posted by Piow > 2018-01-09 17:36 | Report Abuse

No need wait until the Vietnam start operate, if the company can manage their material cost then the profit will shoot up as well.

Posted by arthursun > 2018-01-10 09:18 | Report Abuse

looks like RM getting stronger and this stock is in play for FOREX theme

Posted by ttengooi > 2018-01-10 09:43 | Report Abuse

Wake up ard

Posted by Patrick13 > 2018-01-10 10:12 | Report Abuse

Target to buy if below 2.00.

Posted by SuperPanda > 2018-01-10 13:30 | Report Abuse

Now 2.13 @ pe17. mgmt said 2nd half better due to lower butadiene price. If use current price 2.13 and next earn 5m, eps 0.132, pe 16. Is it strong enough to pull in big fund?

Posted by SuperPanda > 2018-01-10 13:33 | Report Abuse

i think must earn >6m only looks good. but market not always see that. can go up without reason.

but for me, below 2 only will buy. see before cny can more down or not.

Posted by Chen Fook Ming > 2018-01-12 08:07 | Report Abuse

Good morning!

Posted by darkstar > 2018-01-16 13:35 | Report Abuse

Good afternoon!

Posted by SuperPanda > 2018-01-16 17:19 | Report Abuse

why still not drop below 2? seems hve to wait till CNY holiday then.

Posted by Chen Fook Ming > 2018-01-16 19:21 | Report Abuse

Good night!

Posted by kyy_superinvestor > 2018-01-16 22:04 | Report Abuse

This stock poised to double within 2 years

Posted by SuperPanda > 2018-01-19 17:52 | Report Abuse

Another -3 cents to 2.0. When CNY, can buy at 1.9+. Patience.

Posted by Chen Fook Ming > 2018-01-19 21:49 | Report Abuse

Agreed with superpandan

Posted by csl1991 > 2018-01-22 09:06 | Report Abuse

Seems like it will stay range-bound above RM2 until next QR is released. If Superlon's profit margin continue to be slim, it will go down below RM2. If it recovers, it will shoot up. Whether it's the former or latter, depends on your research skill.

Posted by SuperPanda > 2018-01-22 10:18 | Report Abuse

nov-dec rainy and cold one, msia, vietnam dont use air cond. sales not super high and raw mat not super low. so profit will so-so also. i may not right but looking to buy 1.9+

Posted by Patrick13 > 2018-01-22 12:07 | Report Abuse

Already 1.99. Looking for 1.90 possible?

Posted by darkstar > 2018-01-22 13:01 | Report Abuse

喋喋不休

Posted by SuperPanda > 2018-01-22 17:30 | Report Abuse

1.97 today, break below 2 faster than i think, seems it can go lower.

Posted by Chen Fook Ming > 2018-01-22 19:49 | Report Abuse

Ya

Posted by SuperPanda > 2018-01-22 22:12 | Report Abuse

1.9 by CNY possible

Posted by Chen Fook Ming > 2018-01-22 22:18 | Report Abuse

Let me know when u start collect

Posted by SuperPanda > 2018-01-23 12:59 | Report Abuse

RSI now below 40%. If below 30% would better to collect. Next resistance 1.87.

Risks:
1-Have CNY coming.
2-Next qtr only in Mar'18, still long to go.
3-YoY need to beat 6.25m, if not -ve
4-QoQ need to beat 3.6m, if not -ve
5-Not sure Q3 sales ok or not? Only insider knows.
6-No idea on butadiene price shart in Q3? If have can share.

Posted by csl1991 > 2018-01-23 13:36 | Report Abuse

https://www.icis.com/resources/news/2018/01/17/10183875/asia-synthetic-rubber-makers-resist-higher-bd-offers/

This article may provide some indication on butadiene price. Peaked in Feb/Mar 2017 at USD3k/tonne and has since average USD1.3k/tonne.

Superlon reported poor result and low margin in May-Jul and Aug-Oct quarters. Assuming they buy raw material stock 6 months in advance, they will be using butadiene bought in May-Jul17 for the upcoming Nov17-Jan18 quarter.

I predict that they should have used up all the expensive butadiene in their production. Upcoming result announcement in March should be better.

Posted by csl1991 > 2018-01-23 13:48 | Report Abuse

@SuperPanda nov-dec rainy and cold one, msia, vietnam dont use air cond.

Well... On this argument of yours, it is the same kind of weather every end of the year. That's why result is more frequently compared YoY rather than QoQ.

Posted by csl1991 > 2018-01-23 13:52 | Report Abuse

May I know why is CNY a risk to Superlon?

Posted by SuperPanda > 2018-01-23 18:11 | Report Abuse

"nov-dec rainy and cold one".. just a teaser : )

superln not only supply home a/c insulation, also use across all range of hvac system in industries, so cold weather not affect much.

CNY will not affect all stock but klse drop 10 points last year, normally for profit taking

Posted by Chen Fook Ming > 2018-01-23 20:26 | Report Abuse

Ya. Just follow what superpandan said

Posted by SuperPanda > 2018-01-24 10:32 | Report Abuse

local fund keep disposing share, get ready for klci slowdown

Posted by Patrick13 > 2018-01-24 15:10 | Report Abuse

Price drop faster than my expected. Looking for below 1.90.

Posted by EveryoneCanTrade > 2018-01-24 21:00 | Report Abuse

Not sure , Mon, Tues and Wed drop is caused by KWAP disposed. SInce last year (Nov, Dec) KWAP had acquired a lot of Superlon units.

Posted by kyy_superinvestor > 2018-01-24 22:09 | Report Abuse

I am same page with u....confirm is due to dispose of KWAP

Posted by godhand > 2018-01-25 10:03 | Report Abuse

took it long enough to drop

Posted by godhand > 2018-01-25 10:04 | Report Abuse

see you at 1.60

Posted by darkstar > 2018-01-25 10:35 | Report Abuse

lai liao

Posted by SuperPanda > 2018-01-25 10:58 | Report Abuse

1.88 now

Posted by SuperPanda > 2018-01-25 11:00 | Report Abuse

if break 1.87 support, may down more

Posted by darkstar > 2018-01-25 11:10 | Report Abuse

Huat ar!

Posted by investgo > 2018-01-25 11:22 | Report Abuse

what price is good to enter?

Posted by safewinner > 2018-01-25 12:14 | Report Abuse

put your "brain" into better use NOT for the sake of commenting only

Posted by SuperPanda > 2018-01-25 12:30 | Report Abuse

still have potential downside

Posted by Stefan Lam > 2018-01-25 13:58 | Report Abuse

PE drop to 15

Posted by Stefan Lam > 2018-01-25 16:51 | Report Abuse

Strong support before close

Posted by Chen Fook Ming > 2018-01-25 19:58 | Report Abuse

http://www.klsescreener.com/v2/news/view/334417

Posted by SuperPanda > 2018-01-25 22:59 | Report Abuse

CFM, u posted krono news in superln forum.

Posted by RainT > 2018-01-25 23:43 | Report Abuse

South Vietnam will still use air conditioning because no winter

Only North Vietnam have winter now and don't use air conditioning

Don't mislead others said Vietnam no demand , only partial no demand only

Posted by RainT > 2018-01-25 23:46 | Report Abuse

Looks like cannot buy in yet :

due to

1. result out in Mar 2018
2. still uncertain of the butadine price
3. still uncertain on the margin
4. if Mar 2018 result announce continue to be weak, will down even more

So even now good to buy, but wait first, later maybe even more value buy

Cash on hand always have better power than money put into a uncertain stocks

Only when you are certain of its growth / profit then only invest

Posted by kyy_superinvestor > 2018-01-25 23:55 | Report Abuse

nothing is certain