Posted by Goldberg > 2020-06-11 09:56 | Report Abuse

Upgrade to BUY (previously NEUTRAL) with a revised TP of RM1.17 (previously RM0.97). We maintain our earnings forecast for FY20E/FY21F and roll over our valuation to peg our TP to FY21F EPS of 8.97 sen. Our PER of 13.0x is unchanged. Looking past 1HFY19, we expect operational and financial improvement at Superlon to enhance its profitability in FY21F.

Another catalyst is lower raw material cost that prolongs. Since end-October, certain main raw ( butadiene) material cost has eased by 60-70%.

March 2017 butadiene price @ USD 2150.

Now June 2020 butadiene price @ USD 370.

Source: MIDF Research

Posted by wutohpakhang > 2020-06-11 10:27 | Report Abuse

Jangan jual dulu bro/sis..long way to go..RM1 hold tight

Posted by nickthebest > 2020-06-11 10:47 | Report Abuse

RM1 also still so cheap. At least also RM1.20 lar...

Posted by KPH5328 > 2020-06-12 23:24 | Report Abuse

https://www.facebook.com/rhresearch/posts/2792220174122917
AGM Sept 2019
Butadiene, only small ingredient for NBR. Not much improvement in profit margin even butadiene price downtrend

Posted by wutohpakhang > 2020-06-16 13:34 | Report Abuse

collect di bawah gao gao

Posted by chickmonk > 2020-06-18 10:03 | Report Abuse

something blewing on SUPERLON!!

Posted by chickmonk > 2020-06-18 10:03 | Report Abuse

insider collecting mode ON!!

Posted by chickmonk > 2020-06-18 10:04 | Report Abuse

bear market going up...very strange!!

Posted by chickmonk > 2020-06-18 10:04 | Report Abuse

cold eye's counter!!

Posted by chickmonk > 2020-06-18 10:50 | Report Abuse

sleeping giant

Posted by nubiskubistrader > 2020-06-18 10:57 | Report Abuse

because all the seller almost gone already, no power, next buy power come..lol..

Posted by chickmonk > 2020-06-18 16:04 | Report Abuse

start moving, ppl interest on superlon start coming back.

Posted by chickmonk > 2020-06-18 16:05 | Report Abuse

engine started

Posted by chickmonk > 2020-06-18 16:12 | Report Abuse

good dividend policy company.

Posted by wutohpakhang > 2020-06-18 19:30 | Report Abuse

even kwsp like this company..how cant you? Lets go to RM1 guysssss

Posted by yahoo > 2020-06-19 09:36 | Report Abuse

When is the QR?

Posted by chickmonk > 2020-06-19 14:04 | Report Abuse

good QR only can push higher.

Posted by zhangliang > 2020-06-20 01:24 | Report Abuse

Stronger during bad times... forex export play, low oil price beneficiaries. Don’t hesitate liao

Posted by wutohpakhang > 2020-06-20 10:37 | Report Abuse

Huat Huat larrr

Posted by chickmonk > 2020-06-20 11:37 | Report Abuse

Compare history of oil price and superlon price. You will get the answer.

Posted by chickmonk > 2020-06-20 11:38 | Report Abuse

Smart investors will buy now, only newbie will buy after good QR result out.

Posted by chickmonk > 2020-06-20 21:00 | Report Abuse

wait another high volume green candlestick then sky is the limit!

Posted by williamtkb > 2020-06-20 22:47 | Report Abuse

Why same have super but superln and supermax having different fate?

Posted by wutohpakhang > 2020-06-21 10:49 | Report Abuse

i should have bought from 40 cents this counter but i didnt...sighh..next RM1

Posted by newbie2y > 2020-06-21 21:39 | Report Abuse

tax cut for Vietnam operations!
https://www.vietnam-briefing.com/news/vietnam-approves-corporate-income-tax-reduction-2020.html/

Posted by chickmonk > 2020-06-22 13:53 | Report Abuse

another green candlestick coming soon!!

Posted by chickmonk > 2020-06-23 10:21 | Report Abuse

shark collecting mode ON!!

Posted by chickmonk > 2020-06-23 10:39 | Report Abuse

冷眼推荐股系列【世霸龙】：SUPERLN (7235) 世霸龙个股解剖
http://www.sharetisfy.com/2019/01/superln-7235.html

Posted by wutohpakhang > 2020-06-23 11:52 | Report Abuse

Rilekkkss bro chickmonk..We wait this stock booming patiently.. RM1 is in the hand next month

Posted by chickmonk > 2020-06-23 11:53 | Report Abuse

Ok bro.

Posted by Sean888 > 2020-06-23 12:17 | Report Abuse

https://www.quandl.com/data/FRED/WPU071102-Producer-Price-Index-by-Commodity-for-Rubber-and-Plastic-Products-Synthetic-Rubber-Including-Styrene-Butadiene-Rubber-SBR-and-Ethylene-Propylene

Posted by Sean888 > 2020-06-23 12:19 | Report Abuse

Dont refer solely to butadiene price chart! It doesn’t reflect exact superlon cost material! Attached above was nitrile butadiene rubber price chart! The NbR price back to 2017 price where superlon recorded 43% gross profit margin!

Posted by chickmonk > 2020-06-23 12:25 | Report Abuse

Wow....back to 2015 - 2016 price!!!!

Posted by CAF-POW > 2020-06-24 11:49 | Report Abuse

based on the news.....

The reduction will apply to all businesses with revenue of less than US$8.8 million (VND200 billion) for 2020.

----
newbie2y tax cut for Vietnam operations!
https://www.vietnam-briefing.com/news/vietnam-approves-corporate-incom...

Posted by chickmonk > 2020-06-29 19:03 | Report Abuse

6 weeks stop production, administrative expenses increased still can get good profits. Next QR EPS at least 3 cents. Low material cost now. Hope next QR more than 3 cents.

Posted by chickmonk > 2020-07-02 15:29 | Report Abuse

hidden gems, only minor ppl discovered!!

Posted by chickmonk > 2020-07-06 12:21 | Report Abuse

insider collecting...

Posted by chickmonk > 2020-07-06 12:23 | Report Abuse

last chance to get tickets before fly...

Posted by freddiehero > 2020-07-06 12:45 | Report Abuse

super dragon ka..

Posted by wutohpakhang > 2020-07-06 13:12 | Report Abuse

Next pit-stop RM1.00

Posted by chickmonk > 2020-07-06 13:22 | Report Abuse

should have to deduct administrative expense to half. Previous quarter EPS should be 1.5cents.

Posted by chickmonk > 2020-07-06 13:23 | Report Abuse

coming quarter should be 3 cents or more.

Posted by Sean888 > 2020-07-10 16:35 | Report Abuse

Super-long waiting..aish!!!!

Posted by chickmonk > 2020-07-12 17:34 | Report Abuse

patient is the key to success.

Posted by Glucifer > 2020-07-14 20:58 | Report Abuse

patience is virtue...

Posted by wutohpakhang > 2020-07-15 10:50 | Report Abuse

patiently wait until the volume comes in..

Posted by chickmonk > 2020-07-15 23:01 | Report Abuse

https://simplywall.st/stocks/my/capital-goods/klse-superln/superlon-holdings-berhad-shares/news/superlon-holdings-berhad-klsesuperln-has-a-pretty-healthy-balance-sheet/

Posted by SuperPanda > 2020-07-17 11:23 | Report Abuse

bought .765 x 30k shares this morning, next qtr profit double est at 3-4m, on qoq due to production resume back to normal end april

Posted by SuperPanda > 2020-07-22 12:42 | Report Abuse

above wrong typo, should be .675 instead of .765... today collect again 20k shares at .67

Posted by SuperPanda > 2020-07-22 12:46 | Report Abuse

do take note that when scgm rally due to higher profit few years back during oil price bearish, superln parallel move up, but now scgm already hit 2.40, superln still .67

anytime volume will come and start to fly, so better dont wait to collect while at low