Posted by Desa20201956 > 2016-01-23 10:56 | Report Abuse

First up, the Sept quarter has one month above RM4/US$. The December quarter has all 3 months RM above 4. During the Sept quarter, a lot of the extra income would have come from forex gains, being the difference between the rates in which debtors were booked and the actual sums received. During the Dec quarter, who will disappoint and who will shine is principally a question of........ - who has pricing power? -who has less import content? and who will disappoint will be those - with a high import content - who has less pricing power - those who sets selling price based on cost plus -those who has to share the good fortune with their customers because it is a very competitive industry. Think about these issues. And don't just extrapolate from the Sept results. Get it right, you will be rewarded. Get it wrong, you will be punished Examine your portfolio and share your ideas.